Seagate Info™ 7.5 Desktop User's Guide

Seagate Info 7.5 

Desktop User’s Guide 

Seagate Software IMG Holdings, Inc. 

915 Disc Drive 

Scotts Valley 

California, USA 95066

Copyright © 2000 Seagate Software Information Management Group 

Holdings, Inc., 915 Disc Drive, Scotts Valley, California, USA 95066. All 

rights reserved. 

Seagate, Seagate Software, Crystal Reports, Crystal Enterprise, Crystal 

Analysis, Seagate Info, Seagate Holos and the Seagate logo are 

trademarks or registered trademarks of Seagate Software Information 

Management Group Holdings, Inc. and/or Seagate Technology, Inc. All 

other trademarks referenced are the property of their respective owner. 

Documentation. Issue 1, November 2000. 

No part of this documentation may be stored in a retrieval system, 

transmitted or reproduced in any way, except in accordance with the 

terms of the applicable software license agreement. This documentation 

contains proprietary information of Seagate Software IMG Holdings, Inc., 

and/or its suppliers.

C O N T E N T S 

Chapter 1 - Introduction 

Overview - Info Desktop ........................................................................... 2 

Key Features of Seagate Info 7.5 ............................................................... 3 

Open OLAP .................................................................................................... 3 

Report packages .............................................................................................. 4 

Seamless Object Creation ............................................................................... 4 

Info Desktop for Outlook ................................................................................ 4 

Info Worksheet ............................................................................................... 5 

Chapter 2 - Getting to know the Info Desktop 

Info Desktop Main Screen ......................................................................... 8 

Menu Bar ........................................................................................................ 8 

Toolbar ......................................................................................................... 10 

Folder Tree ................................................................................................... 11 

Job Information list box ................................................................................. 12 

Shortcut menus ............................................................................................. 14 

The Offline Desktop ...................................................................................... 14 

HANDS-ON (Getting to know the Info Desktop) .................................... 15 

How to connect to an Info APS/APS Cluster .................................................. 15 

How to disconnect from an Info APS/APS Cluster ......................................... 16 

How to add/delete an Info APS/APS Cluster from those currently available ... 16 

HANDS-ON (Offline Desktop) ................................................................ 17 

How to create an offline store ....................................................................... 17 

How to add an instance to an offline store .................................................... 19 

Chapter 3 - Adding Info Objects 

Overview - Folders .................................................................................. 22 

HANDS-ON (Folders) .............................................................................. 23 

How to add a folder/subfolder to the Info Desktop ........................................ 23 

How to set/change security settings for a folder ............................................. 24 

How to remove a public/private folder from the Info Desktop ....................... 25 

How to modify folder properties ................................................................... 26 

i

HANDS-ON (Objects) ............................................................................. 27 

How to add a report to a folder ..................................................................... 27 

How to add a query to a folder ..................................................................... 28 

How to add a program to a folder ................................................................. 29 

How to add a report package ........................................................................ 31 

How to create a Table of Contents report ...................................................... 33 

How to create an Open Cube ....................................................................... 34 

How to import cubes from other computers .................................................. 36 

How to import cubes produced in Seagate Holos ......................................... 39 

How to run a Holos application from the Info Desktop ................................. 41 

How to remove an object from the Info Desktop .......................................... 43 

HANDS-ON (Object Properties) ............................................................. 43 

How to modify object properties .................................................................. 43 

Chapter 4 - Scheduling Info Objects 

Overview - Scheduling ............................................................................ 50 

HANDS-ON (Scheduling) ........................................................................ 54 

How to schedule an object for immediate processing ................................... 54 

How to specify an output format for an object .............................................. 55 

How to specify an output destination ............................................................ 56 

How to schedule an object to process at a specific date/time ........................ 57 

How to schedule an object for recurring processing ..................................... 60 

How to choose a specific Info Server for processing ..................................... 62 

How to choose Info Server classes/groups for processing .............................. 63 

How to set the scheduling restrictions for an object ...................................... 64 

How to send notification that an instance has succeeded/failed .................... 66 

How to notify the Event Log if an instance succeeds/fails .............................. 68 

How to schedule a report generated from a text file ...................................... 69 

How to schedule reports using a calendar .................................................... 69 

How to set object dependencies ................................................................... 70 

How to trigger an event to be set/reset .......................................................... 74 

How to schedule an object dependent on an event being set ........................ 76 

How to hold a scheduled instance ................................................................ 77 

How to release an on hold instance .............................................................. 78 

How to stop a scheduled instance ................................................................ 79 

How to delete an instance ............................................................................ 79 

How to set object limits ................................................................................ 80 

ii

How to modify a prompting variable ............................................................ 81 

How to modify a selection formula ............................................................... 82 

How to test database connectivity before processing .................................... 83 

How to push a report to an Info Channel ...................................................... 84 

How to view the output from a report/query ................................................. 86 

How to schedule a report package ................................................................ 87 

How to view a report package instance ........................................................ 88 

Chapter 5 - Viewing Info Objects in the Worksheet 

Overview - Info Worksheet ..................................................................... 90 

How do I start the Info Worksheet? ............................................................... 90 

Example: Which product has made the most profit this year? ........................ 91 

The Info Worksheet window ......................................................................... 95 

Menu Commands .................................................................................. 100 

File Menu commands ................................................................................. 100 

Edit Menu commands ................................................................................. 101 

View Menu commands ............................................................................... 101 

Format Menu .............................................................................................. 102 

Data Menu commands ................................................................................ 103 

Tools Menu commands ............................................................................... 103 

Window Menu commands .......................................................................... 104 

Help Menu commands ............................................................................... 104 

The Info Worksheet Toolbar ........................................................................ 105 

Shortcut menus ........................................................................................... 105 

How to open the Info Worksheet ................................................................ 108 

How to save a view of the Info Worksheet .................................................. 108 

How to open a different view ...................................................................... 108 

How to resize columns ............................................................................... 109 

How to show or hide extra tooltips ............................................................. 112 

How to show or hide Field Selector buttons ................................................ 112 

How to show or hide field information ....................................................... 113 

How to show or hide the Info Worksheet grid ............................................. 114 

How to show row and column totals .......................................................... 114 

Re-orienting the Info Worksheet ........................................................... 121 

How to re-orient the Info Worksheet ........................................................... 122 

iii

Selecting fields for display ..................................................................... 124 

How to show or hide fields using the Field Selector .................................... 128 

How to change the paged dimension fields ................................................ 130 

How to show or hide fields quickly ............................................................ 131 

Calculations .......................................................................................... 132 

How to add a calculation ........................................................................... 132 

How to edit a calculation ........................................................................... 136 

How to delete a calculation ........................................................................ 136 

Formatting the display using attributes ................................................. 137 

How to set color attributes for the whole Info Worksheet ............................ 141 

How to set color attributes for specific columns or rows ............................. 142 

How to define a new condition .................................................................. 143 

How to delete a condition .......................................................................... 144 

How to manage two conditions that reference the same cells ..................... 145 

How to show best and worst performers ..................................................... 148 

How to use advanced number, font and color attributes ............................. 150 

Charting ................................................................................................ 156 

How to show data in a chart ....................................................................... 159 

How to show a chart in a different area of the display ................................ 161 

How to display a different type of chart ...................................................... 161 

How to set a chart back to the default style ................................................. 163 

How to set a new default style .................................................................... 163 

How to manage chart templates ................................................................. 164 

How to customize the chart axes ................................................................ 166 

How to customize chart titles and labels ..................................................... 169 

How to fully customize a chart using Seagate Charts .................................. 172 

How to drill up and down hierarchies in a chart ......................................... 173 

Sorting fields in the display ................................................................... 174 

How to sort on a dimension ........................................................................ 177 

How to sort on a field ................................................................................. 178 

How to alter or remove a sort ..................................................................... 179 

Excluding fields from the display ........................................................... 180 

How to exclude fields from a dimension ..................................................... 182 

How to exclude columns/rows for a field .................................................... 183 

How to specify an exclude for all Worksheet views .................................... 184 

How to edit or remove an exclude .............................................................. 185 

iv

Displaying top and bottom values ......................................................... 186 

How to display top/bottom values for a field ............................................... 187 

How to display top/bottom values using Pareto analysis ............................. 189 

How to edit or remove a top/bottom filter ................................................... 190 

Exporting data from the Info Worksheet ............................................... 191 

How to save Info Worksheet data to a spreadsheet file ................................ 191 

How to paste Info Worksheet data into other applications .......................... 192 

Printing .................................................................................................. 194 

How to set up the printer or choose another printer .................................... 194 

How to set the printing options and print the data ....................................... 195 

Creating reports .................................................................................... 198 

How to create a report ................................................................................ 198 

Overview - Info Worksheet for Java ...................................................... 198 

How do I start the Info Worksheet for Java? ................................................. 199 

Example: Which product has made the most profit this year? ...................... 200 

The Info Worksheet for Java window .......................................................... 204 

Menu Bar ............................................................................................... 209 

File Menu Commands ................................................................................. 209 

Edit Menu Commands ................................................................................. 209 

Filter Menu ................................................................................................. 209 

Charting Menu Commands ......................................................................... 210 

The Info Worksheet for Java toolbar ............................................................ 210 

How to open the Info Worksheet for Java .................................................... 211 

How to save a view of the Info Worksheet for Java ..................................... 211 

How to open a different view ...................................................................... 212 

How to resize columns ............................................................................... 212 

Changing the look of the display ........................................................... 213 

How to select different display styles .......................................................... 213 

How to show or hide dimension buttons ..................................................... 215 

Re-orienting the Info Worksheet for Java .............................................. 215 

How to re-orient the Info Worksheet for Java .............................................. 216 

Selecting fields for display ..................................................................... 219 

How to show or hide fields ......................................................................... 222 

How to change the paged dimension fields ................................................. 224 

v

Formatting the display ........................................................................... 225 

How to format the whole Java Worksheet display ....................................... 229 

How to format specific columns or rows ..................................................... 230 

How to define a new range ......................................................................... 232 

How to delete a range ................................................................................ 233 

How to manage two ranges which reference the same cells ....................... 233 

How to show best and worst performers ..................................................... 235 

Charting ................................................................................................ 237 

How to show data in a chart ....................................................................... 239 

How to show your chart in a different area of the display ........................... 241 

How to display a different type of chart ...................................................... 242 

How to customize the chart titles ................................................................ 243 

How to use graduated fill colors ................................................................. 244 

How to customize the chart axes ................................................................ 245 

How to customize the chart grid lines and ticks .......................................... 250 

How to display data values on charts .......................................................... 252 

How to customize pie charts ...................................................................... 253 

Sorting fields in the display ................................................................... 256 

How to sort on a dimension ........................................................................ 258 

How to sort on a field ................................................................................. 259 

How to alter or remove a sort ..................................................................... 260 

Excluding fields from the display ........................................................... 261 

How to exclude columns/rows for a field .................................................... 262 

How to edit or remove an exclude .............................................................. 263 

Printing ................................................................................................. 264 

How to print the Worksheet data ................................................................ 264 

Chapter 6 - Integrated Desktops 

Overview - WebAccess Desktops .......................................................... 266 

Differences between the Info Desktop and WebAccess desktops ................ 266 

WebAccess Main Pages .............................................................................. 267 

Overview - Info Channel ....................................................................... 272 

Overview - The Info Desktop for Outlook ............................................ 272 

vi

HANDS-ON (WebAccess Desktops) ...................................................... 272 

How to establish a connection to the WebAccess desktops ......................... 272 

How to schedule an object for immediate processing ................................. 275 

How to schedule an object to process at a specific date/time ...................... 276 

How to schedule an object for recurring processing .................................... 277 

How to specify an output format for a report object .................................... 278 

How to specify an output destination for a report object ............................. 279 

How to view an object ................................................................................ 280 

How to hold a scheduled instance .............................................................. 281 

How to stop a scheduled object .................................................................. 282 

How to delete a report instance .................................................................. 283 

How to set instance limits ........................................................................... 283 

How to retrieve archived instances ............................................................. 284 

How to view the properties of an instance .................................................. 285 

How to change the password (Info Desktop for Java) .................................. 285 

How to customize the WebAccess desktops ............................................... 286 

HANDS-ON (Info Channel) ................................................................... 290 

How to establish a connection to the Info Channel ..................................... 290 

How to push all instances of a report to an Info Channel ............................ 294 

HANDS-ON (The Info Desktop for Outlook) ........................................ 294 

How to set up the Info Outlook Server ........................................................ 294 

How to set up the Info Desktop for Outlook ................................................ 295 

How to configure the Desktop for multiple Info APS connections ............... 296 

How to navigate the Info Desktop for Outlook ............................................ 297 

Chapter 7 - Info Viewers 

Overview - Info Viewers ....................................................................... 300 

Info Viewer for ActiveX (WebAccess) .......................................................... 301 

Info Viewer for Java (WebAccess) ............................................................... 302 

Info Viewer for HTML (WebAccess) ............................................................ 303 

Info Analyzer (Info Desktop) ....................................................................... 304 

Info Viewer (Info Desktop) .......................................................................... 305 

vii

Chapter 8 - Prompting Variable Pick Lists 

Overview - Prompting Variable Pick Lists ............................................. 308 

HANDS-ON (Prompting Variable Pick Lists) ......................................... 308 

How to create a prompting variable pick list ............................................... 308 

How to add a pick list to the Set Prompting Values dialog box ................... 310 

How to use the prompting variable pick list ................................................ 312 

Index 

viii

1 Introduction 

What you will find in this chapter... 

Overview - Info Desktop, Page 2 

Key Features of Seagate Info 7.5, Page 3 

Open OLAP, Page 3 

Report packages, Page 4 

Report packages, Page 4 

Info Desktop for Outlook, Page 4 

Info Worksheet, Page 5 

Introduction 1

Overview - Info Desktop 

The Info Desktop serves as an information hub. From that hub you can 

create, schedule, organize, and analyze both reports and queries. You can 

also schedule Windows and DOS programs, as well as batch files. 

The Info Desktop is comprised of: 

The Folder Tree and Job Information list box for organizing objects 

into a familiar, easy-to-understand system of folders similar to File 

Manager, Windows Explorer, or e-mail. The Folder Tree and Job 

Information list box also allow you to view reports, open thirdparty 

applications, and run batch files. For more information, see 

Folder Tree, Page 11, andJobInformation list box, Page 12. 

Seagate Crystal Reports, the leading application for accessing data 

and designing reports. 

The Info SQL Designer for creating Structured Query Language 

(SQL) queries which can be used when designing reports. For 

more information on the Info Report Designer and Info SQL 

Designer, see the Seagate Crystal Reports User’s Guide,theSeagate 

Crystal Reports online Help (CRW.CHM), and Info SQL Designer 

online Help (SQL.HLP). 

The Info Cube Designer for accessing OLAP data and creating 

OLAP reports. For more information on the Info Cube Designer, 

see the Cube Design Guide. 

The Info Worksheet, which allows you to view, as well as “slice and 

dice” data from an OLAP cube. For more information on the Info 

Worksheet, see the Viewing Info Objects in the Worksheet, Page 89. 

Info Viewers for ActiveX, Java, and HTML, designed for viewing 

data via Page-On-Demand Technology and the Info Analyzer, 

designed for viewing and analyzing existing data. For more 

information on Info Viewers and the Info Analyzer, see Info 

Viewers, Page 299, and Info Viewers online Help 

(ANALYZER.HLP). 

NOTE: Depending on your rights, some of these components may not be 

available. Contact your Administrator for information on the components 

available to you. 

Once created, objects can be easily organized in the Info Desktop using a 

system of folders. Within each folder, the program provides information 

about scheduled requests including current status. Public folders are 

displayed if you have the right to see them. For more customized 

organization, the Info Desktop gives you the ability to create private folders. 

You are the only one who can view items placed in a private folder(s). 

2 Seagate Info Desktop User’s Guide

Most importantly, the Info Desktop allows you to send requests to the 

Info Automated Process Scheduler (Info APS). The Info APS is the 

background scheduling engine that usually resides on a network server. 

Your request tells the Info APS to schedule an object on one of the Info 

Servers, a “workhorse” machine designated to do the actual processing. 

You can specify which Info Server is to process an object, or leave those 

decisions up to the Info APS. 

Possible Info APS requests are: 

process a report, 

process a query, 

process a cube, 

execute an application, or 

execute a batch file. 

All you need to do is specify when the final data is needed. For example, 

you may need a report for a meeting that begins at 9:00 a.m. the next 

morning. You can request that the report be processed and printed at 6:00 

a.m. (allowing time for the report to be processed and time for review 

before the meeting), and the Info APS takes care of sending the object to 

be processed at the specified time. 

NOTE: Info Desktop information can also be accessed through a web 

browser by using the WebAccess desktop. For more information, see 

Overview - WebAccess Desktops, Page 266. 

The Info Desktop puts a remarkable amount of design, analysis, and 

scheduling power into your hands in a convenient, easy-to-use interface. 

Key Features of Seagate Info 7.5 

Open OLAP 

Seagate Info isn’t limited to viewing and manipulating Seagate Info and 

Holos OLAP cubes - the latest version of Seagate Info introduces the 

concept of Open OLAP. 

Open OLAP now makes it possible for you to view, analyze and report 

on cubes generated by other OLAP systems. 

Seagate Info accesses these other data providers via Open OLAP 

Gateways. This Open OLAP technology greatly increases the versatility 

of Seagate Info and its value to the organization. 

Introduction 3

Report packages 

Seamless Object Creation 

The Info Worksheet can currently read cubes from the following OLAP 

Servers: 

Hyperion Essbase 

Microsoft SQL Server OLAP Services (OLE DB for OLAP) 

Informix MetaCube Server 

Seagate Holos and Info Cubes. 

Open Cubes can be viewed, sliced and diced in the Worksheet just like an 

Info Cube, and users can save their own views of the data. Because Open 

Cubes reside on Servers outside of the Info system, they are treated as 

static instances of a cube, and can not be scheduled within Info. However, 

Cubes can still be designed and made available by “foreign” Servers in an 

organization for reading by Info Worksheet users. 

Have you ever wanted to schedule a whole collection of related reports, 

all at once? Well, now you can! The Info Desktop lets you package your 

reports together in a Report Package object. You can also add a table of 

contents report, quickly organizing your package. Then you can schedule 

everything at once. The reports will also share parameter fields and 

database login parameters. 

Seagate Info now allows you to save objects directly from the Info Report 

Designer and Info SQL Designer to the Info Desktop. You will no longer 

have to save objects to disk and add them to your desktop using the 

existing process for adding new reports and queries. 


Info Desktop for Outlook 

Info Worksheet 

Row and column 

totals 

Now you can access the Info Desktop as an Outlook client. You can 

connect to an Info APS from within Outlook, and view your Desktop as 

an Outlook folder. You can also open the appropriate Info Viewers for 

your report, query, and Info OLAP instances directly from Outlook. All 

you need in order to set up the Info Desktop for Outlook is a mail account 

and a public folder owned by that mail account. The Info Outlook Server 

will need to log on to mail in order to use the Exchange Server public 

folders to communicate with the Info Desktop for Outlook client. 

You can configure the Info Outlook Server to send an e-mail message to 

other Info users. You could include the Info install in that message, and 

then the users would be able to access the Info functionality without 

needing to access an Info Sentinel. 

The Info Worksheet now allows you to organize the display so the totals 

fields from dimensions are clearly shown. You can display the totals as 

straightforward values or as percentages. 

Highlighting There is a new facility for managing attributes, called Highlighting. It 

makes the process of defining ranges and creating traffic light reports a 

straightforward process. 

Charting You can now select different types of charts and customize them very 

quickly with a new Format Chart dialog box. Settings like the ranges for 

the axes, as well as labels, titles and footnotes can be altered very easily, 

without having to use the Seagate Charts editor system. 

Creating reports The Info Worksheet has a powerful new facility for creating Info Reports, 

based on data shown in the display. 

Introduction 5


2 Getting to know 

the Info Desktop 


Info Desktop Main Screen, Page 8 

Menu Bar, Page 8 

Toolbar, Page 10 

Folder Tree, Page 11 

Job Information list box, Page 12 

Shortcut menus, Page 14 

The Offline Desktop, Page 14 

HANDS-ON (Getting to know the Info Desktop), Page 15 

HANDS-ON (Offline Desktop), Page 17 

Getting to know the Info Desktop 7

Info Desktop Main Screen 

Menu Bar 

The Title Bar identifies the active Seagate Info component and 

contains the standard Windows buttons. 

The Menu Bar, Page 8, appears just below the Title Bar. 

The Toolbar, Page 10, appears just below the Menu Bar. 

The Folder Tree, Page 11, occupies the left side of the main screen. 

The Job Information list box, Page 12, occupies the right side of the 

main screen. 

The Status Bar appears at the bottom of the main screen. 

TheMenuBaristhecommandcenteroftheInfoDesktop.Eachoptionon 

the Menu Bar activates a drop-down menu of commands grouped 

according to function. 

NOTE: Many commands are also available as a button on the toolbar. See 

Toolbar, Page 10, for further information. 


File Menu 

commands 

Edit Menu 

commands 

View Menu 

commands 

Tools Menu 

commands 

Help Menu 

commands 

The File Menu includes commands that allow you to create new folders, 

report objects, query objects, and program objects, import cube objects, 

connect to or disconnect from an Info APS/APS Cluster, as well as add or 

delete an Info APS/APS Cluster from the list of those currently available. 

Additionally, the File Menu includes commands for printing, previewing 

exporting, and downloading report instances. Search for File Menu 

Commands Index in Info Desktop online Help. 

The Edit Menu includes commands that allow you to schedule, hold, 

release, stop, and delete objects. This menu also includes commands that 

allow you to modify the options of scheduled objects, and change the 

security for reports, queries, and cubes. Search for Edit Menu Commands 

Index in Info Desktop online Help. 

The View Menu includes commands that allow you to design existing 

cube, report, and query objects, modify existing object properties and 

security, and set an instance limit for objects. Additionally, the View 

Menu includes commands for refreshing the Info Desktop and setting 

channel options. Search for View Menu Commands Index in Info Desktop 

online Help. 

The Tools Menu includes commands that allow you to access the Info 

Report Designer, Seagate Analysis, the Info SQL Designer, and the Info 

Cube Designer. Additionally, the Tools Menu includes commands for 

changing desktop options, as well as commands for changing your 

password and creating offline stores. Search for Tools Menu Commands 

Index in Info Desktop online Help. 

The Help Menu includes commands that open the Info Desktop online 

Help and the Seagate Software home page. It also includes a command 

which gives you information about the version of the program you are 

currently using. Search for Help Menu Commands Index in Info Desktop 

online Help. 


Toolbar 

Seagate Info groups several commonly used commands on a toolbar that 

remains on-screen at all times. To activate a toolbar command, simply 

click the corresponding button. 

NOTE: When the cursor is placed over a toolbar button, the program 

displays a Tool Tip with a brief description of what the button is used for. 

Creates a new folder, report, query, or program object, as 

well as imports an existing cube object. For an example, see 

How to add a folder/subfolder to the Info Desktop, Page 23. 

Opens the Info Report Designer. 

Opens Seagate Analysis. 

Opens the Info SQL Designer. 

Opens the Info Cube Designer. 

Opens the Schedule dialog box where you can schedule the 

object highlighted in the Job Information list box. For an 

example, see How to schedule an object for immediate processing, 

Page 54. 

Holds a scheduled job. For an example, see How to hold a 

scheduled instance, Page 77. 

Releases a scheduled job. For an example, see How to release 

an on hold instance, Page 78. 

Stops a scheduled job from running. For an example, see 

How to stop a scheduled instance, Page 79. 

Deletes the highlighted object/instance from the Info 

Desktop. For an example, see How to remove an object from the 

Info Desktop, Page 43. 


Folder Tree 

Opens the Info Report Designer if you have a report object 

highlighted. If you have a report instance highlighted: 

and the Page on demand from server check box toggled 

off in the Desktop Options dialog box, the Info 

Analyzer for reports opens. 

and the Page-On-Demand from server check box toggled 

on in the Desktop Options dialog box, the Info Viewer 

for reports opens (the Page-On-Demand from server 

check box is toggled on by default). 

and a cube object highlighted, the Cube Designer 

opens. 

and a cube instance highlighted, the Info Worksheet 

opens. 

Allows you to view and/or modify security settings for the 

currently selected folder or object. For an example, see How 

to set/change security settings for a folder, Page 24. 

Allows you to view/modify properties for the currently 

selected folder or object. For an example, see How to modify 

folder properties, Page 26,andHowto modify object properties, 

Page 43. 

Sends the selected instance to a printer. 

Exports the selected instance to a file or e-mail. 

Enables context-sensitive Help for the Info Desktop. 

The Folder Tree occupies the left side of the Info Desktop main screen. It 

displays all the Info APS/APS Clusters you are currently connected to, as 

well as private and public folder information for each. To review the 

contents of a folder, simply click the folder. The icon changes to an open 

folder and the Info Desktop displays the folder contents to the right, in the 

Job Information list box. 


Job Information list box 

APS icon 

Folder icon 

The Job Information list box occupies the right side of the Info Desktop 

main screen and displays the contents of the folder that is highlighted in 

the Folder Tree. 

Object 

Instance 

The Job Information list box can be used to: 

select an object to schedule, 

monitor the progress of scheduled objects, and 

identify instances, run dates, and times. 

ThefollowingarepossiblestatusmessagesforinstancesintheJob 

Information list box: 

Processing 

The Info APS/APS Cluster has requested that the object be 

processed by an Info Server, and the specified Info Server is 

currently working on processing the object. 


Stopped 

The scheduled object has been stopped before completion. 

Recurring 

The object is scheduled to be processed repeatedly on a set 

schedule (every week, every month, etc.). 

No Response 

The Info Server has not responded to the Info APS/APS Cluster 

within a specific time interval. This may occur because the Info 

ServerisdownortoobusytorespondtotheInfoAPS/APS 

Cluster. In the latter case, the object is still processing, and the Info 

Server will return a status when it becomes available. 

Scheduled 

The Info APS/APS Cluster has scheduled the object, but it has not 

yet started processing. 

Success 

The object has completed processing successfully, and is available 

to view, analyze, etc. 

OnHold 

The scheduled object has been placed on hold. 

Failed 

The object did not complete processing successfully, and is 

currently stopped. 

NOTE: To find out why an object failed, right-click the failed instance 

and choose PROPERTIES from the shortcut menu. The Message section of 

the Instance Properties dialog box displays the cause of the failure. 

Stopping 

A request has been made to stop an instance, and the Info APS/ 

APS Cluster is currently sending a message to the Info Server to 

stop processing the object. 

DB Tested 

The Test Connectivity test performed on the database was 

successful. 

NOTE: The DB Tested status will only be returned when the Test 

connectivity only check box is toggled on in the LogOn Tab of the 

Schedule dialog box. For more information, search for Schedule dialog 

box in Info Desktop online Help. 


Shortcut menus 

The Offline Desktop 

When you right-click a folder, subfolder, object, or instance, the Info 

Desktop displays a shortcut menu next to the item. Unlike the program’s 

standard menus that group commands by function, these shortcut menus 

are element-specific; that is, they contain only those commands from the Info 

Desktop’s primary menus that are available for use with the selected object. 

Shortcut menus are valuable because they: 

make it easier to learn the Info Desktop by eliminating the need to 

remember where to find a command, 

make things more efficient because you are dealing with only a 

compact list of commands, and 

spotlightthethingsyoucandowithanitem. 

Right-click a folder or 

subfolder in the Folder Tree 

to get a menu like this. 

Right-click a report object in 

the Job Information list box 

to get a menu like this. 

The Offline Desktop makes it possible for you to view information from 

the Info system even when not connected to an Info APS. To accomplish 

this, you need to create offline stores on the Info Desktop, which you can 

access later without a connection to the back-end servers. An offline store 

is like a briefcase, where you can store copies of your report, query, and 

OLAP cube instances. You can keep this briefcase with you (so to speak) 

when you disconnect from the APS. 


When working offline with an offline store, you will be able to: 

create folders, 

move instances from one folder to another, and 

view report and OLAP cube instances. 

NOTE: Seagate Info supports multiple user profiles for Windows 95/98 

and Windows NT machines. Therefore, certain users may be able to view 

only a certain subset of the available offline stores. 

HANDS-ON (Getting to know the Info Desktop) 

How to connect to an Info APS/APS Cluster 

NOTE: A valid User Name and Password is needed to connect to an Info 

APS/APS Cluster. If you do not know your User Name and Password, 

contact your Info Administrator. 

1 Choose the CONNECT TO INFO APS command from the File menu. 

The Connect to APS dialog box appears. 

2 Select the Info APS/APS 

Cluster you want to connect to 

from this drop-down list. 

3 Enter the User 

Name in this edit box. 

4 Enter your Password 

in this edit box. 

5 Click OK when finished. 

The Info Desktop connects you to the specified Info APS/APS Cluster. 

NOTE: When you are logged on to an Info APS/APS Cluster, and you 

attempt to log on to another Info APS/APS Cluster, it is not necessary to 

reenter your User ID. The Connect to APS dialog box appears with the 

User ID edit box grayed out. An Info APS Cluster is designated with an 

“@” symbol. For example, a cluster would appear as “@Cluster”. 


How to disconnect from an Info APS/APS Cluster 

Choose the DISCONNECT command from the File menu. The Info Desktop 

disconnects you from the specified Info APS/APS Cluster. 

How to add/delete an Info APS/APS Cluster from those currently 

available 

Adding an Info 

APS/APS Cluster 

1 Choose the APS LIST command from the File menu. 

The APS List dialog box appears. 

2 Enter the name of the Info APS/APS 

Cluster you want to add in this edit box. 

3 Click Add. 

The Info APS/APS Cluster is added to the list as specified. 

4 Repeat Steps 2-3 for each 

Info APS/APS Cluster you 

want to add, then click OK 

when finished. 

The new Info APS appears in the APS list. 


Deleting an Info 

APS/APS Cluster 

1 Choose the APS LIST command from the File menu. 

The APS List dialog box appears. 

The Info APS/APS Cluster is deleted as specified. 

4 Repeat Steps 2-3 for each Info APS/APS Cluster you want deleted, 

then click OK when finished. 

HANDS-ON (Offline Desktop) 

How to create an offline store 

2 Click Add to add an offline 

store to your user profile. 

2 Highlight the Info APS/APS Cluster 

you want to delete from this list. 

3 Click Delete. 

1 Choose OFFLINE STORES from the Tools menu (Info Desktop). 

The Offline Stores dialog box appears, displaying all the offline stores 

currently maintained in your user profile. 


6 Type any desired 

descriptive information 

about the offline store 

into this edit box. 

The Add Offline Store to Profile dialog box appears. 

The Create Offline Store dialog box appears. 

4 Enter a name for the offline store 


3 Click New to create 

a new offline store. 

7 Click OK to create 

the offline store. 

5 Enter the file 

path of the 

directory to 

which you are 

saving the 

offline store 

here, or click 

Browse to 

search for a 

directory. 

NOTE: You can also use the Delete button in the Add Offline Store to 

Profile dialog box to permanently delete an offline store. 

The program returns you to the Add Offline Store to Profile dialog 

box, where the new offline store is included in the Available offline 

stores list box. 


8 Highlight the new offline 

store on this list, and click OK. 

9 Click OK to close the next two dialog boxes. 

The program returns you to the Info Desktop. Offline stores are listed 

in the Folder Tree at the first hierarchical level, along with the Info 

APS. 

NOTE: Although you can set up any number of offline stores, each store 

must be saved in a separate directory location. You can not create 

multiple stores within one directory. 

How to add an instance to an offline store 

NOTE: By default, the program automatically creates a folder named 

Offline Folder after you create an offline store. You can store instances in 

that folder. 


Drag-and-drop the desired report, query, or OLAP cube instance into a 

folder in your offline store. 

The program creates a shortcut to the instance, and places this shortcut. 

You can store multiple instances of an object in your offline store, and you 

can copy and paste instances from one offline store to another. 

When you disconnect from the Info APS, the offline stores will remain 

available to you. When you start the Info Desktop, you can click Cancel in 

the Connect to APS dialog box to access your offline stores. In Offline 

Mode, you can view report and query instances in the Info Analyzer, and 

you can view cube instances in the Info Worksheet. To view an instance 

in an offline store, right-click the instance and choose VIEW from the 

shortcut menu. 

NOTE: The actual physical files for the report and query instances for an 

offline store are maintained in a folder named "download." The program 

automatically generates this folder in the directory that is assigned to 

hold the offline storage files (the directory specified in the Save in text 

box, in the Create Offline Store dialog box). In the case of OLAP cube 

instances, the program copies the entire directory that stores the cube 

definition into the download folder. 


3 Adding Info Objects 


Overview - Folders, Page 22 

HANDS-ON (Folders), Page 23 

HANDS-ON (Objects), Page 27 

HANDS-ON (Object Properties), Page 43 

Adding Info Objects 21

Overview - Folders 

Private folder icon. 

Public folder icon. 

In Seagate Info, a folder is the electronic equivalent of a file folder; it is a 

container for holding objects (reports, queries, cubes, and/or programs) in 

order to organize the Info Desktop. Folders appear on the left hand side of 

the desktop in the Folder Tree and each folder is marked with a folder icon. 

Seagate Info uses two kinds of folders: 

1. Private Folders 

Private folders are tools used to customize the desktop. Private folders 

can not be seen, deleted, or used by anyone else on the system. 

2. Public Folders 

Public folders are folders that can be seen and used only by those 

user groups who have the appropriate rights. Public folders are 

designated by a hand under the file folder, indicating that it is 

shared. The Administrator (and other designated users) can use 

these to organize confidential or semi-confidential material. 

NotethedifferencebetweenthePrivatefolderandPublicfoldericons: 

Whilemanygroupscanbegrantedaccesstothesamefolder,the 

individual who creates a public folder can specify a different set of rights 

for each group as to what they can do with folder contents such as design 

report objects, view instances of report, query or cube objects, or add/ 

delete folders, objects and instances. For example, a user may want to 

create a folder with report objects and instances for specified user groups 

whileothergroupscannotaccessthisfolder.Additionally,theuser 

specifies that reports can only be viewed from this folder, meaning that 

other rights like deleting the report or deleting the folder are not granted 

to other groups. In this case, the user ensures that report is secure from 

being deleted while allowing others the ability to view the contents of the 

folder, including viewing instances created only by the user. 

Related Topics 

How to add a folder/subfolder to the Info Desktop, Page 23. 

How to remove a public/private folder from the Info Desktop, Page 25. 


HANDS-ON (Folders) 

How to add a folder/subfolder to the Info Desktop 

8 Use these option buttons 

to designate the folder as 

Private or Public. 

1 Connect the Info Desktop to the desired Info APS/APS Cluster. 

2 Highlight the APS or folder you want to add to in the Folder Tree. 

Highlight the Info APS/APS Cluster icon to add a top level folder. 

Expand the folder list and highlight the parent folder to add a 

subfolder. 

3 Click the NEW button on the toolbar. 

The New Item dialog box appears. 

4 Highlight Folder on this list. 

5 Click OK. 

The Folder dialog box appears with the General Tab active. 

6 Enter the desired 

name in this edit box. 

7 Enter a description 



The information you provided in the Title and Description boxes 

appear in the Folder Properties dialog box whenever you check the 

properties for a folder. The description information is optional. 

NOTE: For more information, search for Folder Properties dialog box in 

the Info Desktop online Help. 

9 To set different security settings than the default settings for the 

Everyone group, click the Security Tab and set the options on that 

tab. For more information, see How to set/change security settings for a 

folder, Page 24. 

NOTE: Everyone is a default role that includes all users, including 

Administrators and all other users/user groups. This means that all users/ 

user groups have access to designated folders, objects and instances and 

are assigned the default rights inherited under this role. 

10 To specify which users and user groups can push this folder to the 

channel, click the Channel Tab and set the options on that tab. 

11 Click OK to return to the Info Desktop. 

The new folder appears in the Folder Tree. 

NOTE: Before public folders can be created, the right to do so must be 

granted by the Administrator. 

How to set/change security settings for a folder 

When you set/change security settings for a folder, you do so on a group 

by group basis. In other words, you are setting the rights that group 

members have in relation to the specified folder. 

1 Highlight the folder you want to set/change security for in the Folder 

Tree. 

2 Click the SECURITY button on the toolbar. 


The Folder Properties dialog box appears with the Security Tab active. 

3 Select the first group you want to set/change 

security settings for from this drop-down list. 

The security settings are modified as specified. 

4 Create a new 

role or select 

one from this 

drop-down list. 


How to remove a public/private folder from the Info Desktop 

NOTE: To remove public folders, the right to remove those folders must 

be granted in the User section of the Info Administrator. For more 

information on the Info Administrator, see the Info Administrator's Guide 

and the Info Administrator online Help (ADMIN.HLP). 

1 On the Info Desktop, highlight the folder you want to remove from 

the Folder Tree. 

2 Click the DELETE button on the toolbar. 

A message box appears, prompting you to confirm the request. 

3 Click Yes to delete the folder. 

NOTE: Folders are tools used for organizing and setting security for 

objects. When a folder is removed, the organization and security assigned 

to the folder are eliminated, but the actual contents of the folder (the 

objects) are not. 


How to modify folder properties 

5 Use these option 

buttons to modify the 

folder designation. 

The Info Desktop enables you to modify the properties of a folder, 

including such things as the folder name, description, whether it is 

private or public, and what rights are associated with it. 

1 On the Info Desktop, highlight the folder you want to modify 

properties for in the Folder Tree. 

2 Choose the PROPERTIES command from the View menu. 

The Folder Properties dialog box appears with the General Tab active. 

3 Modify the 

folder name in 

this edit box. 

4 Modify the 

folder 

description in 


6 Modify folder security by clicking the Security Tab and setting the 

options on that tab. 


The Info Desktop updates the folder information as specified. 


HANDS-ON (Objects) 

How to add a report to a folder 

5 Enter the title 

of the object. 

6 Enter the location 

(path) of the object. 

If a description was entered 

in the Summary Info dialog 

box of the Info Report 

Designer, it appears here. 

When you add a report to a folder, you can specify the groups that will 

have access to the report and how each group is able to use the report. 

1 OntheInfoDesktop,highlightthefoldertowhichyouwanttoadda 

report. 



3 Highlight Report object on this list. 

The New Report dialog box appears. 

4 Click OK. 

If you do not know 

the path of the 

report object, 

click Browse to 

search for it. 


How to add a query to a folder 

NOTE: If a title was entered in the Document Properties dialog box of the 

Info Report Designer, it appears in the Title edit box. If a title was not 

entered in the Document Properties dialog box and you do not enter one 

in the Title edit box, the program will use the file path and name as the 

report title. For more information on the Info Report Designer, see the 

Seagate Crystal Reports User’s Guide and the online Help (CRW.CHM). 


The program adds the report to the folder, as specified. 

NOTE: Reports can be saved directly to the Info Desktop from the Info 

Report Designer. 

When you add a query to a folder, you can specify the groups that will 

have access to the query and how each group is able to use the query. 


query. 



3 Highlight Query 

object on this list. 

4 Click OK. 


5 Enter the title of 

the query object. 

6 Enter the location (path) 

of the query object. 

If a description was 

entered in the Query Title 

dialog box of the SQL 

Designer, it appears here. 

The New Query dialog box appears. 


Thequerynowappearsinthefolder. 

How to add a program to a folder 

If you do not 

know the path of 

the query object, 



NOTE: Queries can also be saved directly to the Info Desktop from the 

Info SQL Designer. 

When you add a program to a folder, you can specify the groups that will 

have access to the program and how each group is able to use the 

program. 


program. 




(path) of the program. 

7 Enter the required 

parameters. 


3 Highlight Program object on this list. 

The New Program dialog box appears. 

5 Enter the title of the 

program in this edit box. 

8 Click the Security Tab to assign security settings. 

NOTE: Parameters are arguments passed into an .EXE or .BAT file. For 

example, if you would like to bring up NOTEPAD with the file called 

DELME.TXT, you would enter C:\PATH\DELME.TXT in the Parameters 

text box. 


Theprogramnowappearsinthefolder. 

4 Click OK. 

If you do not 

know the name 

of the program, 




How to add a report package 

A report package is a group of related reports, represented by a single 

object (the package). You can add report packages to the Info Desktop. 

You can also schedule all the reports in a report package at once. 

To create a report package: 



2 Highlight Report Package object on this list. 

3 Click OK. 

The New Report Package dialog box appears with the General Tab 

active. 


4 Enter a name for the report package in the Title text box. Note that 

the Owner information box contains your UserID, designating you as 

the owner of the object. 

5 Click the Security Tab, and specify the security information for the 

report package. 

6 Click the Reports Tab. Use this tab to add and remove reports from 

your package; you can arrange the order of the reports as needed. 

To add a report, click Add. The New Report dialog box appears. 

Use this dialog box to quickly locate and add a report. When you 

add a report, the report name appears in the Contents list box on 

the Reports Tab. 

To remove a report from the Contents list box, highlight the report 

and click Remove. 

To view the properties of a report, highlight the report in the 

Contents list box, and then click Properties. 

You can use the Refresh All button to refresh all the reports 

included in the package. 

You can use the two arrow buttons to arrange the order of the 

reports shown in the Contents list box. 

To specify a Table of Contents report for the package, click the 

Table of Contents button. The New Report dialog box appears, 

allowing you to locate and select the report you want to designate 

as the Table of Contents report. When you have finished, the 

report name is shown in the Table of Contents information box on 

the Reports Tab. For more information, see How to create a Table of 

Contents report, Page 33. 

7 Click the Report Security Tab, and highlight a group of users in the 

list box on the left. This group will be able to view the reports 

highlighted in the list box on the right. 

8 Click the Prompts Tab, and assign pick lists to any prompting 

variables (parameter fields) used in the package. To assign a pick list, 

select the variable to which the pick list will be assigned, and click 

the Set Pick List button to locate the desired pick list file. 

9 If needed, you can use the Channel, Servers, and Limits Tabs to 

supply additional information for the reports in the package. 


The report package now appears on the Info Desktop, in the Job 

Information list box. 


How to create a Table of Contents report 

To organize a report package, you can create a Table of Contents report. 

A Table of Contents report lists the titles and page count of all the reports 

in a package. For more information about report packages, see How to add 

a report package, Page 31. 

1 Click the INFO REPORT DESIGNER button on the Info Desktop toolbar. 

2 In the Info Report Designer, click the NEW button on the Standard 

toolbar. 

The Report Gallery appears. 

3 Click Custom. 

The Report Gallery expands, allowing you to specify the format and 

the data type. 

4 Click the SQL/ODBC button. 

The Log On Server dialog box appears. 

5 Highlight Active Data (Field Definitions Only) in the Server Type list box. 

The Select Data Source dialog box appears with the Data Definition 

option selected. 

6 Enter the location of the file "toc.ttx" in the Data Definition text box, or 

click Browse to search for the file path in the Select Data Definition 

File dialog box. 

NOTE: By default, the file path is \Program Files\Seagate Software\ 

si\samples\toc.ttx, or the directory in which the program resides. 

7 Click Finish. 

TheChooseSQLTabledialogboxappears. 

8 Click OK. 

The program activates the Design Tab and opens the Insert Fields 

dialog box. 

9 Select the fields you want to use in your Table of Contents report. For 

speedier report construction, Seagate Info provides you with the 

following two fields: 

ReportTitle, and 

NumPages. 

10 Complete the report as desired. 

You can now include this Table of Contents report in your report 

packages. 


How to create an Open Cube 

3 Highlight Open Cube 


All the Open OLAP Gateways 

which are running on your 

network are displayed here. In 

this case, there are four 

different types of OLAP data 

which you could access. 

5 Expand the entries 

under tensor and 

highlight the machine 

where the data is located. 

This section explains how to create an Open Cube object on your Info 

Desktop. This process will normally be carried out by a system administrator 

who needs to have rights which allow them to create Open Cubes. 

This example shows how to see sales data stored in Microsoft SQL Server 

OLAP Services. When complete, the Open Cube Sales provides you with 

a link to the third-party cube which you can use to view the figures in the 

Info Worksheet, as if they were stored in a Seagate Info Cube. 

1 Highlight the folder on the desktop where you want to store the 

Open Cube. 

2 Click the NEW button on the Standard toolbar. 


4 Click OK. 

The Open Cube Expert is displayed. This guides you through the 

process of defining an Open Cube object. The first screen requests you 

to choose an Open OLAP Gateway. 

6 Click 

Connect. 


The Connect To Server dialog box appears. 

7 Specify the details to connect 

to the Server you have chosen. 

The appearance of the Connect to Server dialog box depends on what 

type of OLAP product you are connecting to. Some products may 

require you to specify a password. 

If you don’t click Connect, you will be prompted to connect when you 

click Next. 

Once you have connected to your chosen Server, the next Expert 

screen displays the databases which are available. 

8 Highlight the database 

where your data is stored. 


Note that “database” is used as a general term here, to mean a store where 

your data is kept. For example, if you are using an Open OLAP Gateway 

to connect to cubes created in Seagate Info, “database” means an Cube 

File (HDC file), which contains details of the cubes. 

10 A final Expert screen is shown, summarizing what you have chosen. 

Move back to make any changes which are necessary. If you want, 

you can rename the cube at this point. 

TheOpenCubeobjectisshownintheJobInformationlistboxusingthis 

icon. 

How to import cubes from other computers 

9 Highlight the cube you 

want to look at. 

There is a utility on the Info Desktop for making instances created on one 

computer available on another via FTP (File Transfer Protocol). 

This provides the flexibility for a user to create a series of instances on one 

machine, and then for other users to copy these instances to their own 

machines and use them. As an example, one machine might contain all 

the database tables which a cube is based on, and so it is most efficient to 

create an instance of the cube on that machine. When viewing the cube, 

however, it makes more sense for users to access it on a local machine. 


6 Enter the FTP address 

here. 

7 Specify the cube file 

with its path. 


Import Cube. 



3 Highlight Import Cube Object 

on this list. 

4 Click OK. 

The New Import Cube dialog box appears. You will need to specify the 

details for the FTP Server and the location of the Cube File. This file is 

automatically created when a cube is scheduled and contains information 

about the components and data which make up the cube. 

5 Enter a title for the cube object here. 

8 Click OK. 


Your display will look 

like this when your 

cube is created. 

You can specify further features of the Import Cube by using the other 

tabs in this dialog box. These work in the same way as for other Info 

Desktop objects. 

The Import Cube is shown in the Job Information list box using this icon. 

You can now schedule the cube to create an instance. 

9 Right-click the cube in the Job Information list box and choose 

SCHEDULE from the shortcut menu. This will display the Schedule 

dialog box. For an Import Cube, this contains a LogOn Tab. 

As the cube exists on a separate machine, you will need to specify the 

FTP Login details in the LogOn Tab. 

You can then choose the remaining scheduling options in the same way 

as before. For more information on scheduling cubes, see How to schedule 

an object for immediate processing, Page 54. 

You can then view the cube in the Info Worksheet and create views as 

described in Viewing Info Objects in the Worksheet, Page 89. Youcannot 

view an Import cube in the Info Cube Designer. 

NOTE: For successful cube import, all Seagate Info Services except the 

OLAP server service must be started with a valid NT account. This can 

either be a local account or a domain account with the correct privileges. 

We also suggest that you use the Administrator account, providing the 

password of this user does not get changed very often (changing the 

password will cause the service to fail on startup, until the new password 

has been added to the Service startup). 


How to import cubes produced in Seagate Holos 

This is a five-dimensional 

structure, with data stored 

in toys_figures.hsh. 

You can use Seagate Info to view cubes which were originally created in 

Seagate Holos. 

This section explains how you can convert cubes created in Seagate Holos 

into a set of Cube Files, which can then be imported into the Info Desktop. 

You can also connect to Holos structures by using an Open Cube object. 

See How to create an Open Cube, Page 34. Do this if you want a direct link 

to the data in its original form. 

NOTE: This section is intended for experienced Holos users only. It 

assumes that you are familiar with Holos structure types and the use of 

the command line. 

To produce the correct output, you must be running Holos Server version 

6.0B or later. 

1 StartaHolossessionandcreatetheHolosstructuresyouwantto 

export to Seagate Info. 

In the example below, a sparse disk structure called toys_figures has 

been created. 

2 Enter this command: 

EXECUTE “HOLOS_SUPPORT:DM.HL” 

This loads the macros you need in the next step. 


3 To convert the structure into a set of Cube Files, enter this command: 

dm$_publish_cube() 

The Cube Publisher dialog box appears. 

7 Click Publish. 

4 Highlight the structure you 

want to export. 

5 Select a name and location for 

the main cube file. 

6 If you are using a non-hashed 

structure, enter a name and 

location for the structure file. 

If you are exporting from a hashed structure, the structure file setting 

is grayed, as a hashed structure file already exists. If you are using any 

other structure type, a temporary hashed structure file is created 

during the export. You must enter a name and location for this file in 

the Structure file text box. 

If you don’t want to use an interactive method to publish cubes, for 

instance if you want to automate the export of many structures in a 

batch file, you can use other utilities within holos_support:dm.hl. See 

the Holos Server Help for more details. 

Cube files have now been created: 


There are six files, the main Cube File, toys_figures.hdc and five 

automatically named “.hdd” files, one for each of the five dimensions. 

In order to view your cube on the Info Desktop, you need to create an 

Import Cube and schedule it. Follow the instructions in the section, How 

to import cubes from other computers, Page 36. For the import to work, you 

must have the cube files in a valid ftp directory and specify a valid login 

when you schedule the Import Cube. 

How to run a Holos application from the Info Desktop 

If you have a Holos application installed on your system, you can call it 

from the Info Desktop by adding a Holos application object. This process 

would normally be carried out by a system administrator who needs to 

have rights which allow them to create Holos application objects. 

These instructions assume that: 

The Holos application you are connecting to has already been 

configured and is fully functioning. 

The application is in a location on the network which all potential 

users can access. 


Holos application object. 



3 Highlight Holos Application 


4 Click OK. 


6 Enter a default file for 

the application here. 

7 If required, enter the 

working directory for the 

application here. 

9 If you want, enter a 

description of the 

application here. 

The Holos Application Properties dialog box appears. 

5 Enter a title for the application here. 


of the Holos 

executable here. 

If you don’t specify a working directory, this setting defaults to be the 

same as that for application files, as is the case for most Holos 

applications. However, if the application developer has assumed a 

different value, you will need to specify it here. 

If you specify a directory on a local PC, you will be prompted to create a 

share, so that all users can access it. 

10 Click OK. The Holos Application object is shown in the Job 

Information list box using this icon. 

Users can run the Holos application by double-clicking on the icon. Once the 

Holos application is launched, it runs completely independently of Info. 


How to remove an object from the Info Desktop 

1 On the Info Desktop, highlight the folder from which you want to 

remove an object. 

The program displays the contents of the folder in the Job Information 

list box. 

2 Highlight the object you want to remove and click the DELETE button 

on the toolbar. 

A message box appears asking you to confirm this action. 

3 Click Yes to delete the object from the folder. 

NOTE: When an object is deleted from a folder, only the pointers to that 

file are deleted; the object is not being deleted from the system. 

NOTE: An object can be deleted from a public folder only if the 

appropriate rights have been granted by the Administrator. 

HANDS-ON (Object Properties) 

How to modify object properties 

The Info Desktop enables you to modify the properties of an object. 

Depending on the type of object that you want to modify, a different 

tabbed dialog box appears. 

1 Highlight the object you want to modify properties for from the Job 


NOTE: Depending on which type of object is highlighted (report, query, 

cube, program, etc.), a different dialog box appears with different tabs 

available. If a report is selected, for example, the Report Properties dialog 

box appears. For the purpose of this tutorial, the Report Properties dialog 

box will be used to modify a report. For more information on the dialog 

boxes and tabs for each specific object type, see the Info Desktop online 

Help. 

2 Click the PROPERTIES button on the Standard toolbar. 

The Report Properties dialog box appears, with all of the tabs 

available shown. 


The General Tab The General Tab allows you to modify an object’s title, refresh the object 

on the info system if it has been changed, or choose an option to allow the 

object to serve as a database connection. 

3 Click the Security Tab. 

The Security Tab The Security Tab allows you to assign rights to user groups and roles, as 

well as specify time periods in which the object is allowed to run. Object 

security defines who has access to an object and what they can do with it. 

4 Click the Channel Tab. 

Enter or modify 

the title of the 

report object in 


Click each Right you 

want the selected group 

to have in regard to the 


The Channel Tab The Channel Tab allows you to choose to push the object and its instances 

to the Info Channel, as well as specify the users and user groups that the 

object will be available to. 

Toggle the Push to 

channel check box on to 

activate the channel 

options for the object. 

5 Click the Servers Tab. 

The Servers Tab The Servers Tab allows you to set the default database logon options or 

restrict the processing of the object to specific Info Servers. 

Double-click the 

Database Logon(s) or 

server that you want to 

set the option for. 

Click Specify to set 

the Users and options 

available for the Info 

Channel. 


Use the Database, Logon 

User Name, and Logon 

Password edit boxes to 

specify the database logon 

information to be used as 

defaults when scheduling. 

If you double-click the Database Logon(s) option, the Edit Default 

dialog box appears. 

If you double-click any of the servers options, the Edit Restriction 

dialog box appears. 

6 Click the Limits Tab. 

Use this drop-down list to force the 

processing to a specific server group. 


The Limits Tab The Limits Tab allows you to set instance limits for an object. 

Toggle the Use global 

settings option on to 

use the default limit 

settings for the object. 

Toggle the Override 

global settings option 

on to set the object 

limit yourself. 

7 Click the Prompts Tab. 

The Prompts Tab The Prompts Tab allows you to set the pick list properties for the 

parameter field prompts included with the object. 

8 Click the Report Limits Tab. 

Click this button to 

delete a pick list that 

has already been 

assigned to the object. 

Click this button to 

specify the pick list you 

want to use for the 

object’s parameter 


The Report 

Limits Tab 

The Report Limits Tab allows you to limit the number of .EPF files that 

are pregenerated during processing. 

9 Use the Group drop-down list to select the group you want to set 

object limits for. 

10 Use these buttons to select the limits 

you want to apply from the Available 

Limits list box. The selected limits will now 

appear in the Selected Limits list box. 


The Info Desktop updates the object information as specified. 


4 Scheduling Info Objects 


Overview - Scheduling, Page 50 

HANDS-ON (Scheduling), Page 54 

Scheduling Info Objects 49

Overview - Scheduling 

Scheduling is the heart of the Info Desktop, allowing you to run objects, 

such as reports, queries, cubes, and programs, automatically at specific 

times and under specific circumstances. You can schedule any of the 

following types of objects to run or refresh automatically: 

reports, 

report packages, 

queries, 

cubes, and 

programs. 

When a scheduled object runs successfully it creates an instance. 

Subsequently, when a scheduled object does not finish executing or 

refreshing it will create a failed instance. You can also schedule objects 

that depend upon a successful instance of another object. 

You can also schedule an object to prompt other actions to be performed. 

For example, if a scheduled object produces a successful instance you can 

schedule the program to send a message notifying an Administrator of its 

success. 

Depending on the kind of object you are scheduling (report, report 

package, query, cube, or program), the data source, and the presence or 

absence of parameter fields, the Schedule dialog box will contain four to 

six tabs. 

The Info, When, and Notify Tabs always appear. 

The Logon Tab appears when an object requires that you log on to 

a database. 

The Prompts Tab appears when you are scheduling a report object 

that contains a parameter field. 

The Selection Formula Tab appears when you are scheduling a 

report object that contains a selection formula. 

Following is a description of the functions performed by each tab of the 

Schedule dialog box. 


Info Tab Use the Info Tab to specify the format, destination, and output options 

that the Info Server should use when running a report or query. Also, use 

this tab as a starting point for specifying the Info Server(s) you want an 

object to run on. 

When Tab Use the When Tab to specify the date(s) and time(s) an object should run. 

If an object is to run only on the completion of some other object or on the 

setting of an event, you can use this tab to specify dependencies as well. 


Notify Tab Use the Notify Tab to set up notification specifications for both successful 

and unsuccessful object completion. Seagate Info allows for notification 

of completion by: 

sending a message via MS Mail/Exchange, 

updating the NT Event Log, or 

setting or resetting an event. 

NOTE: These three notification options are not mutually exclusive. You 

can specify that all three methods of notification occur simultaneously. 

LogOn Tab Use the LogOn Tab to specify logon parameters if running your object 

requires logging on to an SQL or ODBC database or any password 

protected database. This tab also appears when the Require DB Logon 

information option is toggled on in the Options dialog box. 


Prompts Tab The Prompts Tab appears when a report object includes prompting 

variables. Use this tab to review and, if you wish, modify the variable 

values. This tab also appears when the Require Report Prompts information 

option is toggled on in the Options dialog box. 

Selection 

Formula Tab 

The Selection Formula Tab appears if your report object includes a 

selection formula. Use this tab to review and, if you wish, modify the 

selection formula, and use the Check button to check the formula for 

errors. Modify the formula directly by changing its text. 


HANDS-ON (Scheduling) 

How to schedule an object for immediate processing 

4 Select the destination 

for the report from this 


5 Click Info Server to 

specify processing by a 

specific Info Server, Info 

Server Group, or Info 

Server Class. 

This tutorial describes the process for scheduling an object to process 

immediately. For information on scheduling an object to process at a 

specific date/time, see How to schedule an object to process at a specific date/ 

time, Page 57. 

1 Highlight the object you want to process in the Job Information list 

box. 

2 Click the SCHEDULE button on the toolbar. 

The Schedule dialog box appears with the Info Tab active. 

3 Select the format you want the report 

published in from this drop-down list. 

6 Click Schedule. 

The program schedules the object for immediate processing in the 

specified format. 


How to specify an output format for an object 

When scheduling a report object, if you do not specify a specific output 

format, the object will be output in the Seagate Crystal Report (.RPT) 

format. However, several other output options are available. 

Select the format in which you 

want the object published 


The remaining steps are determined by your format choice. 

If you chose any of the Crystal Reports, Excel, HTML, Lotus, 

Postscript, Rich Text Format, Tab-separated text, Text, orWord 

formats, your format selection is complete. 

If you chose Character-separated values, Comma-separated values, Data 

Interchange Format, Record style, orTab-separated values, youalso 

need to specify whether the program should use the same number 

and date formats as specified in the report. 

If you chose Character-separated values, you also need to specify the 

character the program should use for separating field values and 

whether the program should use single or double quotes for 

enclosing all non-numeric field values. For more information on 

exporting, see the Design Guide for Reports & Queries. 

The program outputs the object in the format specified. 


How to specify an output destination 

Use the To Destination drop-down list on the Info Tab of the Schedule 

dialog box to select the destination to which you want object output sent. 

The remaining steps are determined by your destination choice. 

If you chose Disk, you can specify: 

⎯===Default file, in which case the program sends the output to the 

directory specified as the default output directory. The output 

will be given a random file name and an extension based on 

the format you selected. 

⎯===File/Dir, in which case you specify the file name and directory 

to which you want to send report output. 

If you chose Microsoft Mail, you can specify the recipient(s) of the 

report output, any individual(s) to be CC'd, a subject, and a 

message to accompany the report. 

If you chose cc: Mail, NotesMail (VIM) youhavethesameoptions 

as with the Microsoft Mail destination, plus the ability to notify any 

blind carbon copy (BCC) recipients. 

If you chose Fax Machine,youmustenterthefaxnumberinthetext 

box. 


If you chose Lotus Notes, you can specify the Server/Database to 

which the output should be sent and any comments you wish to 

accompany the file. 

If you chose MS Exchange Public Folder, you can specify the profile 

name and other standard Exchange options. 

If you chose Channel, you can specify which users/user groups 

can view the report from the Info Channel. See How to push a report 

to an Info Channel, Page 84. 

NOTE: When MS Exchange Public Folder is selected as the export 

destination, you can only post the object to a public folder. For more 

information, consult the documentation that came with Microsoft 

Exchange. 

If you chose Printer, you can specify either the printer specified in 

the report or another printer. 

NOTE: The Info Server must be properly configured with account 

information in order to support mail destinations. You can set up this 

information by running the Info Configuration Utility program on the 

Info Server. See the Getting Started Guide or the Info Configuration 

Utility online Help (CONFIGCI.HLP). 

The program outputs the object to the destination, as specified. 

How to schedule an object to process at a specific date/time 

This tutorial describes the process for scheduling an object to run at a 

specific date/time. For information on scheduling an object to run 

immediately, see How to schedule an object for immediate processing, Page 54. 

1 Highlight the object you want to process by clicking it in the Job 




4 Select a destination 

for the object from this 



3 Select the format you want the object 


5 Click Info Server to specify processing by a specific 

Info Server, Info Server Group, or Info Server Class. 


8 Use these edit boxes to 

specify the time and date 

you want the program to 

process the object. 

6 Click the When Tab to specify the time you want the object to run. 

The program schedules the object for processing at the time and date 

specified. 


10 Click Schedule. 

7 Click At Time. 

9 Select the number of retries, and set an 

interval, in case the object instance fails. 

How to choose a specific Info Server for processing, Page 62. 

How to specify an output format for an object, Page 55. 

How to specify an output destination, Page 56. 


How to schedule an object for recurring processing 

4 Select the destination 

for the object from this 


The Info Desktop allows you to schedule objects for recurring processing. 

For example, you can specify that an object run every day, every week, on 

the last day of every month, etc. 

1 Highlight the object you want to process by clicking it in the Job 




3 Select the format you want the object 


5 Click Info Server to specify processing by a specific 

Info Server, Info Server Group, or Info Server Class. 


7 Select the option you 

want the program to use 

for processing the object 


6 Click the When Tab to specify the time you want the object to run. 

NOTE: For recurring processes, you can use either the Right Now or At 

Time option. 

Choose the Right Now option button, and the object will be 

processed immediately and at the same time Everyday, Every Week, 

etc. 

Choose the At Time option button, and the object will be processed 

at the specified time Everyday, Every Week, etc. 

What you do next will be determined by the selection you made in the 

Day drop-down list. 

If you selected the At Time option and Everyday, you need to 

specify the time using the Time scroll boxes that appear in the Time 

section of the When Tab. 

If you selected the At Time option and Every week, you need to 

specify the time and date using the Time and Date scroll boxes that 

appear in the Time section of the When Tab. 

If you selected Every X hour(s) you need to specify the X value 

(every how many hours and minutes) in the edit boxes that appear 

in the Day section of the When Tab. 

If you selected Every X month(s) you need to specify the X value 

(every how many months) in the edit box that appears in the Day 

section of the When Tab. 


If you selected Nthdayofeverymonthyou need to specify the N 

value (which day) in the edit box that appears in the Day section of 

the When Tab. 

If you selected Last day of every month, you need to specify the time 

using the Time scroll boxes that appear in the Time section of the 

When Tab. 

If you selected First Monday of every month, you need to specify the 

time in the Time scroll boxes that appear in the Time section of the 

When Tab. 

If you selected Calendar, you need to specify the calendar template 

the program should use. See How to schedule reports using a calendar, 

Page 69. 

8 Click the Schedule button. 

The program schedules the report for processing at the specified time. 

How to choose a specific Info Server for processing 

2 Click Select. 

3 Highlight the Info Server 

you want the object to 

process on from this list. 

1 Use the Info Server section on the Info Tab of the Schedule dialog box 

to specify the Info Server for processing by clicking the Info Server 

button. 

TheChooseInfoServerdialogboxappears. 


NOTE: When the Select option button is clicked, the Info Servers list 

becomes active, allowing you to choose a specific Info Server for 

processing. 


The program returns you to the Info Tab of the Schedule dialog box. 

How to choose Info Server classes/groups for processing 

The Info Desktop allows you to choose specific Info Server classes or 

groups on which to process. 

An Info Server class is a filter; a set of similarly configured Info 

Servers (for example, Pentium machines with 32 megabytes of 

memory running Windows NT). 

An Info Server group is a set of Info Servers defined on the basis of 

location (for example, 3rd floor), department (Sales, Marketing), or 

some other logical set of criteria. 

When choosing an Info Server class/group for processing you can select 

either: 

First Available 

The program will run the object on the first Info Server class/ 

group that is not already processing at its maximum load, or 

All Info Servers Classes/groups 

The program will process the object on all of the Info Servers 

classes/groups. 

If you specify both an Info Server class and an Info Server group to 

process on, the program will run the object on the appropriate class type 

in the Info Server group(s) as specified. 

1 Click the Info Server button in the Info Server section on the Info Tab 

of the Schedule dialog box. 


2 Highlight the Info Server class(es)/group(s) on which 

you want the object to be processed from these lists. 

3 Specify which Info Server 

to use by clicking the 

appropriate option button. 

TheChooseInfoServerdialogboxappears. 

The program will process the report using the Info Server class(es)/ 

group(s) as specified. 

How to set the scheduling restrictions for an object 

4 Click 

OK when 

finished. 

In order to schedule an object, there are several steps involved. The 

following tutorials are set up to cover portions of the process. For 

example, during the scheduling process, you may want to set 

dependencies, modify object formats, or specify an Info Server to process 

the object. Each of these steps is covered as a separate tutorial. 

You can set scheduling restrictions for an object on the Info Desktop. By 

using defaults, you will be able to avoid entering certain properties every 

time you schedule an object for processing. 

To set the scheduling restrictions: 

1 Right-click the object and choose PROPERTIES from the shortcut menu. 

The Object Properties dialog box appears. 


NOTE: The appearance of the Object Properties dialog box will vary 

slightly depending on the object for which you are setting the properties. 

The name of the dialog box will also vary (Report Properties, Query 

Properties, etc.). 

2 Click the Servers Tab. 

The Servers Tab contains a list of restriction properties for various 

operations: 

Processing Servers 

This property can be set for any object on the Info Desktop, and 

used to restrict the Info Server Groups used to process the selected 

object. 

Seagate Analysis Server 

You can only set this property for report objects. This property can 

be used to specify the Info Server Group that will provide a server 

when you open a scheduled report object in Seagate Analysis. 

Your default will be saved to the APS database. When you open 

the report object in Seagate Analysis, the Info system will 

randomly select an Info Server from the default Info Server Group 

and will use that Info Server as the Analysis Server for the report. 


NOTE: If you start Seagate Analysis using the Tools menu of the Info 

Desktop (rather than the button on the toolbar), this default will not be 

applied. Seagate Info will randomly select a Seagate Analysis Server from 

all of the available Seagate Analysis Servers. 

Viewing Servers 

You can set this property for any object on the Info Desktop. This 

property can be used to specify an Info Server Group. The selected 

object can only be viewed by Info Servers in that Info Server Group. 

Database Logon(s) 

You can set this property for any object on the Info Desktop. This 

property can be used to set default logon parameters for the 

selected object. 

3 To set a default value for any of these properties, double-click the 

property. 

The Edit Restriction dialog box appears. The appearance of this dialog 

box varies, depending on the property you double-click. 

4 Set the defaults for the property. 

For the Processing Servers, Seagate Analysis Server, or Viewing 

Server property, you will need to select the default Info Server 

Group from the Info Server Group drop-down list. 

For the Database Logon(s) property, you will need to set the 

default logon parameters using the Server, Database, Logon User 

Name,andLogon Password text boxes. 

5 Click OK. 

The program returns you to the Object Properties dialog box. 

6 To set another restriction, repeat Steps 3-5. 

7 When you are finished, click OK. 

How to send notification that an instance has succeeded/failed 

When scheduling an object, you can choose to have the program notify 

you if the process succeeds or fails. You have the options of notifying on 

either the success or failure of an instance. 


2 Toggle the E-mail check box 

on in the On Success and/or 

On Error section, and click the 

corresponding Specify button. 

1 To schedule an object, click the Notify Tab of the Schedule dialog box. 

The E-mail Notification dialog box appears. 

3 Set up your notification as 

you would any other e-mail 

and click OK when finished. 

4 When you return to the Notify Tab, click the Schedule button. 

The program schedules the object and makes the specified 

notifications (if required) upon completion. 


How to notify the Event Log if an instance succeeds/fails 

2 Toggle the NT Event Log 

check box on in the On 

Success and/or On Error 

section, and click the 

corresponding Specify button. 

3 Enter the information 

in these edit boxes as you 

want it to appear in the 

Event Log notification. 

When scheduling an instance, you can choose to have the program notify 

the Event Log if the process succeeds or fails. 

1 To schedule an instance, click the Notify Tab of the Schedule dialog 

box. 

The NT Event Log Notification dialog box appears. 

4 Click OK to return 

to the Notify Tab. 


The program schedules the object and makes the specified Event Log 

notification. 

NOTE: This option will only work if your Info APS module is installed on 

an NT machine. 


How to schedule a report generated from a text file 

You can schedule reports generated in the Document Import Tool using 

the following two-step process. 

1 First, schedule the report’s program object as you would any other 

object. This program object is the extraction process. 

NOTE: Do not change the parameters for the extraction process. If you 

change them, the process will not schedule correctly. 

2 Next, schedule the report to update when the extraction process has 

been completed successfully. For more information about scheduling 

a report on a dependency, see How to set object dependencies, Page 70. 

NOTE: It is important to schedule the report to run only after the 

extraction process has completed successfully. The report will need to 

access the database that is generated by the extraction process. 

For more information about generating reports from ASCII text files and 

how to place a program object for the report on the Info Desktop, refer to 

the Document Import Tool online help (DIT.hlp). 

How to schedule reports using a calendar 

The Info Desktop provides several pre-defined calendars to use for 

scheduling reports. Calendar options include: Once Only, Every Day, 

Every Week, Every X Hours, Every X Months, Nth day of every month, Last day 

of every month, and First Monday of every month. To use these pre-defined 

calendars, simply select the desired calendar in the Day section on the 

When Tab in the Schedule dialog box. 

When you plan to run jobs repeatedly under a certain schedule and that 

schedule does not match any of the pre-defined calendars, the Info 

Desktop also allows you to create your own calendar. 

1 When scheduling an object, click the Calendar button in the Day 

section of the When Tab in the Schedule dialog box. 


2 Highlight the 

template you want 

from this list box. 

3 Click the >> 

button to add the 

template to the 

Assigned dates/ 

days list. 

How to set object dependencies 

The Special Date/Day dialog box appears. 


The program returns you to the When Tab. 


The program uses the specified calendar template to schedule the 

object. 

Sometimes, you may want to schedule an object to run only if a certain 

condition is met. Such a condition is called a dependency. An object can 

be dependent simply on another object running first, on another object 

running and returning a specific value (known as an Exit code), or on a 

predefined event flag existing on the system. 

Dependencies can be strung together in a straight line, or they can branch 

into a dependency tree structure. Consider the following scenario: 

Object A runs a batch file that updates all changes to a database, 

and is run every day. If it completes successfully, Object A returns 

a value of 0. If something fails during the update, Object A returns 

avalueof1. 

ObjectBrunsaprogramthatbacksuptheentiredatabasetoatape 

drive. Object B only runs if Object A exits (completes) with a value 

of 0 (success). 


Scheduling an 

object with 

dependencies 

3 Click Program/Event. 

Object C runs a program that scans the database for errors and 

analyzes the cause of any errors found. Object C only runs if Object 

A exits (completes) with a value of 1 (error). 

In such a scenario, Object B is dependent upon one possible return value 

for Object A, while Object C is dependent upon a different possible return 

value for Object A. This creates a dependency tree that looks like this: 

1 Schedule an object as you would normally, however do not click the 

SCHEDULE button.Formoreinformationonschedulinganobject,see 

How to schedule an object for immediate processing, Page 54. 

2 Click the When Tab. 


4 Highlight the object or event 

flag that the object is to be 

dependent on from this list. 

5 Click Add. 

The object or event flag now 

appears in this list. 

The Wait For/Dependency dialog box appears. 

The Available List displays all scheduled objects, and all system event 

flags that are available (only an Info Administrator can create event 

flags). 

Event flag in the Available list. 

Scheduled object in the Available list. 

If you selected an event flag as a dependency (it runs only if a 

previous object has successfully completed), the flag appears in the 

Wait for/Dependency List. Skip to Step 6. 

If you selected a scheduled object as a dependency, the 

Dependency Type dialog box appears. 


The Dependency Type dialog box allows you to specify an exit code 

that must be returned by the dependency object before your current 

object will run. 

If a return value is not important, and you want the current object 

to be dependent on the completion of the dependency object, 

choose the Any Value option. 

To specify an exit code value, choose the Greater Than, Less Than, 

Equal To, orNot Equal option, and fill in the exit code value. For 

example, in the scenario above, Object B would be dependent on 

Object A returning an exit code of 0 (object completed 

successfully). You would select the Equal To option in the 

Dependency Type dialog box, and type in 1 as the Exit code in the 

edit box. 

6 Click OK. 

The object is added to the Wait for/Dependency List of the Wait For/ 

Dependency dialog box with information about the dependency you 

defined. 

Event flag in the Wait for/Dependency List. 

Scheduled object in Wait for/Dependency List. 

7 Repeat Steps 4-6 for every dependency you want to define for this 

object. 

8 When you have finished defining dependencies for the object, click 

OK to return to the Schedule dialog box. 

9 Click Schedule to schedule the object. 

NOTE: Even if you schedule the object to run “right now,” the event you 

based the object on takes priority. The object will not run until the event 

has occurred and the dependency is satisfied. 


How to trigger an event to be set/reset 

5 Set the time for 5 minutes 

from the current time using 

these scroll boxes. 

Working with dependencies based on events is a two part process. You 

need to set up: 

the activity that triggers the event, and 

the object that is dependent on the event being triggered. 

For example, imagine that you run a sales report weekly but you do not 

want the report to run before the database the report is based on is backed 

up.Insuchacase,youwillneedto: 

set up a file event that is triggered once the database is backed up, 

and then 

schedule the report so it runs only after the file event is triggered. 

This tutorial and How to schedule an object dependent on an event being set, 

Page 76, shows you how to perform these tasks. 

1 Highlight the object you would like to have trigger the event in the 

Job Information list box. 


TheScheduledialogboxappears. 


4 Click At Time. 


7 Toggle this check 

box on and click the 

corresponding 

Specify button. 

6 Click the Notify Tab. 

The Event Notification dialog box appears. 

9 Click OK. 

8 Highlight the event you would 

like the object to set in the Set 

list box or the event you would 

like to reset in the Reset list box. 

NOTE: Highlight an event in the Set list box if you are using it to trigger 

another event or report processing. On the other hand, highlight an event 

in the Reset list box if you are using it to reset or “untrigger” an event 

that has already occurred. 

The program returns you to the Schedule dialog box. 

10 Click the Schedule button to schedule the object. 

The event will be set/reset when the object has completed 

successfully. 


How to schedule an object dependent on an event being set 

5 Click the Program/ 

Event button. 

1 Highlight the object you wish to be dependent on an event being set 

in the Job Information list box. 


The Schedule dialog box appears. 


4 Click Right Now. 



event on this list. 

7 Click Add... 

...the event is 

added to this list. 

The Wait For/Dependency dialog box appears. 


NOTE: A generic event can also be reset by highlighting the event name 

in the Reset window of the Notification Event dialog box. 

NOTE: Generic events can also be programmed from within your 

application by using the following command line syntax: 

CINFOEV 

How to hold a scheduled instance 

8 Click OK. 

Your application must then be scheduled from the Info Desktop to enable 

Seagate Info to recognize the set/reset. 

The object is now dependent on an event being set and will not 

process until that event has been set. 

If you need to prevent a scheduled job from running, you can place the 

appropriate instance on hold. 

NOTE: You can only hold instances that have a "Scheduled" or 

"Recurring" status. 

1 Select the instance you want to put on hold and click the HOLD 

button on the toolbar, or right-click the instance and choose HOLD 

from the shortcut menu. 


A message box appears, asking if you really want to hold the selected 

schedule(s). 

2 Click Yes to hold the job. 

TheprogramchangesthestatusoftheselectedinstancetoOnHold. 

While the instance is on hold, the APS will not run the scheduled job. 

ThereareonlythreecommandsthatcanbeusedwithOnHold 

instances: 

STOP, 

MODIFY, and 

RELEASE. 

How to release an on hold instance 

1 To release an instance that is on hold, select the instance that you 

want released from hold and click the RELEASE button on the toolbar, 

or right-click the instance and choose RELEASE from the shortcut 

menu. 

A message box appears, warning that if you release the instance, the 

scheduled job will run. 

2 Click OK to run the schedule as formerly specified: 

If the instance that was on hold was formerly scheduled, the 

program will update the next run time, and the APS will run the 

instance at the specified time (provided that the dependencies are 

satisfied). If the next run time is already past, the instance will run 

immediately, provided that the Run Time window is active and 

the dependencies are satisfied. 

If the instance that was on hold was formerly Recurring, then the 

Release dialog box appears, asking whether you want to catch up 

on the previous occurrence. 

Toggle this check box on. 

Click OK. 


How to stop a scheduled instance 

How to delete an instance 

If the job was scheduled to run earlier, the program now schedules 

it to run at that previous run time (in other words, the job runs 

immediately). If you do not toggle the check box on, the program 

schedules the job to run at the next run time. If all the possible run 

times are expired, the program will detect the instance when it 

updates the next run time, and the APS will stop the job. 

1 Click the scheduled instance you want to stop in the Job Information 

list box. 

2 Click the STOP button on the toolbar. 


3 Click Yes to stop the instance from running. 

The status of the instance will change to “Stopping” until the process has 

completed, at which time the status will change to “Stopped.” For more 

information on status messages, see Job Information list box, Page 12. 

The Info Desktop allows you to delete stopped, failed, and successful 

instances. 

1 Highlight the stopped, failed, or successful instance you want to 

delete in the Job Information list box. 

2 Click the DELETE button on the toolbar. 

You will be prompted to verify that you want to delete the selected 

instance. 

3 Click Yes to delete the instance. 

The instance is deleted from the folder as specified. 

NOTE: Multiple instances or objects can be selected for deleting using 

Ctrl-click (for non-consecutive instances or objects) and Shift-click (for 

consecutive instances or objects) combinations. 


How to set object limits 

2 Toggle the Override 

global settings button on. 

3 Select and specify how 

you want to limit instances. 

Over a period of time, report instances can build up on the Info Desktop. 

Additionally, users and user groups may be unaware of recently scheduled 

instances and may attempt to schedule another. The end result is report 

redundancy and inefficient use of processing time. Further, older instances 

of a report/query object take up memory that could be used for other 

report/query instances that are more recent and, typically, more relevant. 

If you set instance limits, then older instances, as well as the number of 

instances that you specify, will be automatically removed from the folder, 

eliminating any need for time-consuming "house-cleaning." 

In most cases, your Info Administrator will have already set the instance 

limits for you. However, for some users and user groups, these limits may 

need to be modified in order to meet their specific needs. 

1 Right-click the object and choose OBJECT LIMITS from the shortcut menu. 

The Set Object’s Properties dialog box appears with the Limits Tab active. 



How to modify a prompting variable 

3 Click Set Prompt. 

If your report instance contains parameter fields, the Prompts Tab will be 

available in the Schedule dialog box. 


2 Highlight the prompt you want to modify on this list. 

The Edit Region dialog box appears with the current prompt value 

displayed. 

4 Enter your new prompt in this text box. 

5 Click OK. 


The prompting variable is modified as specified. 


How to modify a selection formula 

If your report object contains a selection formula, the Selection Formula 

Tab will be available in the Schedule dialog box. 

1 Click the Selection Formula Tab. 

The current selection formula appears in the edit box. 

2 Modify the formula in the text box directly by changing it as you 

would any text. 

3 Click the Check button to check the selection formula for errors. 

NOTE: For more information on the Crystal formula language, see the 

Seagate Crystal Reports User’s Guide. 


How to test database connectivity before processing 

5 Toggle this option on. 

When you are scheduling an instance that draws data from an SQL 

database or an ODBC data source, you may want to run a test to ensure 

that the object can correctly log on to and access the database. You can do 

this using the Test connectivity only option on the Logon Tab of the 

Schedule dialog box. This setting tests the connection without actually 

retrieving any records. 

When the connectivity test is completed successfully, the program posts 

a DB Tested message as the status of the instance that you are testing 

connectivity for. 

1 Schedule the report object as you normally would, setting the format, 

destination, and Info Server on the Info Tab of the Schedule dialog 

box. See How to schedule an object for immediate processing, Page 54. 

2 Set the time and date you want the instance to run, as well as any 

dependencies on the When Tab. See How to set object dependencies, 

Page 70. 

3 Click the Logon Tab. 

4 Verify the Data Source and Server information needed to log on to 

the server, or enter the correct information. 

The program will schedule the connectivity test in the same way it 

schedules any other object. 

If successful, you can then schedule the report object with confidence that 

the connectivity settings are correct. 


How to push a report to an Info Channel 

NOTE: Info Channel is only available if you are using Windows NT 4 with 

Service Pack 3 and either Netscape Netcaster or Internet Explorer 4.0. 

For more information, see Overview - Info Channel, Page 272. 

You can schedule reports to be pushed to your company’s intranet 

channel for viewing in the same manner you would schedule a report 

sent to any other destination. See How to specify an output destination, Page 

56, for more information. 

1 Highlight the object you want to process in the Job Information list box. 



3 Select the format you want your report to 

be scheduled in from this drop-down list. 

4 Select Channel 

from this dropdown 

list. 

5 Click this button to select from 

a list of possible recipients. 


The Configure CInfo Channel dialog box appears. 

7 Click the Options Tab. 


6 Highlight the User or 

User Groups you want to 

push the report to. 

8 Enter the title for the 

report you want to appear 

on the Info Channel. 

9 Toggle this check 

box on to allow the 

report to be printed. 

You are returned to the Info Tab of the Schedule dialog box. 


11 Make any other selections as desired, and click the Schedule button 

when finished. 

Your report is now scheduled to be pushed to the Info Channel with 

the options specified. 

How to view the output from a report/query 

Once a scheduled report/query instance has completed, you can view the 

results of that instance from the Info Desktop. 

1 Highlight the instance in the Job Information list box. 

2 Click the VIEW button on the toolbar. 

A different application opens depending on the format of the instance 

you want to view. 

If you select a finished report instance: 

The report will be viewed from the Info Analyzer if you have the 

Page-On-Demand from server option toggled off. 

The report will be viewed from the Info Viewer if you have the 

Page-On-Demand from server option toggled on. 

The report will be viewed from within an application appropriate 

to the final output format of the report. The report will be opened 

if it is available on the viewing machine. For example, if the 

instance produced a report in Excel format, the report will be 

opened in Excel. 

NOTE: Report instances can be viewed in other applications only if that 

application is installed on your machine. 

If you selected a completed query instance, the query is opened in 

the Info Analyzer. 

If you selected a cube instance, the cube is opened in the Info 

Worksheet. 

NOTE: To view a report from the Info Channel, see Overview - Info 

Channel, Page 272. 

NOTE: For more information on the Info Analyzer, see the Info Analyzer 

online Help (ANALYZER.HLP). 


How to schedule a report package 

You can schedule a report package much as you would schedule any 

individual report. However, you may need to supply some additional 

information in the Scheduling dialog box. This tutorial will guide you 

through the process. 

1 Right-click the report package and choose SCHEDULE from the 

shortcut menu, or highlight the package and click the SCHEDULE 

button on the toolbar. 


2 Complete the Info, When, and Notify Tabs as you would for any 

other object. 

NOTE: The only output formats available for report packages are the 

Crystal Report (.rpt) format and the Postscript (.ps) format. The only 

output destinations available for report packages are Disk and Channel. 

3 On the LogOn Tab, highlight a server in the Server list box, and use 

the Database, Logon User Name, andLogon Password text boxes to 

verify the logon parameters for each server. The logon information 

foreachdatasourcemustbecorrectinorderforthereportpackage 

to schedule successfully. 

NOTE: The LogOn Tab will only appear if the report package includes 

reports that require different data sources. 

4 On the Prompts Tab, enter any required information about the 

prompting variables for the reports in the package. 

NOTE: The Prompts Tab appears only when the report package includes 

reports that contain parameter fields. 

NOTE: There is no Selection Formula Tab. Reports with selection formulas 

will be scheduled with their default settings. You will not be able to edit the 

selection formulas for individual reports from within the report package. 


How to view a report package instance 

1 Right-click the report package instance you want to view and choose 

VIEW from the shortcut menu. 

The Info Viewer for ActiveX opens. 

2 Use the Info Viewer to view, print, and export your report. For more 

information about using the Info Viewer for ActiveX, see Info Viewer 

for ActiveX (WebAccess), Page 301. 

Note that the group tree view shows the report package as a series of 

reports connected to make one large "virtual" reports. Where a group tree 

view in the Info Analyzer might show the various groups, the Group 

Tree view in the Info Viewer shows the various individual reports. 


5 Viewing Info Objects 

in the Worksheet 


Overview - Info Worksheet, Page 90 

How do I start the Info Worksheet?, Page 90 

The Info Worksheet window, Page 95 

Overview - Info Worksheet for Java, Page 198 

How do I start the Info Worksheet?, Page 90 

The Info Worksheet window, Page 95 

Viewing Info Objects in the Worksheet 89

Overview - Info Worksheet 

The Info Worksheet presents a spreadsheet-like display of the data in a 

cube. You can use it to examine any part of the cube, from any point of 

view. You can explore the data in an ad-hoc manner and use sorting, 

excluding and calculations to add further value to your data. 

The Info Worksheet also has a powerful charting facility, which helps you 

spot trends in your data more easily, and makes your figures look more 

presentable. 

When you want to present your figures in a report, you can call the Info 

Report Designer straight from the Info Worksheet and put an informative 

report together in a few easy steps. 

This chapter is intended for end users who are interested in exploring the 

data in OLAP cubes. It is probably the case that the data cubes have 

already been created and the objective is to extract the important 

information and put it into a presentable form. 

NOTE: If you are unfamiliar with the concepts involved in OLAP analysis, it 

is recommended that you refer to the introduction chapter or the glossary 

in the Cube Design Guide before trying to use the Info Worksheet. 

How do I start the Info Worksheet? 

You can call the Info Worksheet from the Info Desktop by double-clicking 

a cube instance or by right-clicking on a cube instance and selecting VIEW 


NOTE: To create your own cube, refer to the Cube Design Guide. To 

schedule a cube to create an instance or an open cube object, see 

Scheduling Info Objects, Page 49. 


The regions are listed 

here as row fields. 

The remaining 

dimensions are paged. 

The Info Worksheet displays the cube fields and data. The Toys example 

cube is as follows: 

The performance measures are 

shown here as column fields. 

A good way to get a feel for the features of the Info Worksheet is to follow 

a business example. This chapter includes an example before describing 

each of the features in detail. 

Example: Which product has made the most profit this year? 

This section shows how the Info Worksheet can be used to solve a real 

business problem. 

Consider the problem of a toy manufacturer, who wants to know which 

ofhisproductscontributedmosttothesuccessofhisbusinessthisyear. 

This is just the kind of question the Info Worksheet is designed to answer. 

First, decide on the performance measure: Revenue will be fine for the 

example. You could, of course, choose another, such as Volume or Margin. 

The Info Worksheet display can be changed to show the Revenue figures 

instead of those for Margin. 


1 Click here to select Revenue. 

2 Next, re-orient the Info Worksheet to show the products as rows. 

3 Click and drag products over to region to swap them. 

There are two top-level groups in the products dimension. The All Products 

group can be hidden, so just the age groups are shown. 


4 Use the Field Selector to highlight 

just the age group fields. 

Now that the Info Worksheet shows the product groups, it’s time to find 

out which of them generates the most revenue. 

Looking closely at the numbers is not the easiest way to spot the largest 

value – viewing the data in a chart makes this much easier! 

5 Click on Actual, then click the 

Graphics button. 


1 Right-click on Actual and 

choose First Sort from the 


2 Click this arrow to change 

the sort to descending. 

It is clear that one of the groups generates much more Revenue than the 

others. This group is Boys Age 8+. If you hover the mouse pointer over the 

bar, a Tooltip will tell you just how much the revenue is. 

The most profitable group has been found, but which toy in this group 

contributes the most to its success? 

First, use the Field Selector to change the Info Worksheet display to show 

just the Actual Boys Age 8+ fields. 

Then, use a sort to show the product with the highest revenue. 


The Info Worksheet window 

General 

appearance 

Row fields 

Page dimensions 

Status bar 

From the display it is clear that Ambulance Set, withaRevenue value of 

over four million, is the best performing product. 

The Info Worksheet has a number of facilities for arranging the display of 

figures, including sorting (as you have just seen), excluding of fields 

according to their value, and also pareto analysis. All of these are covered 

in detail in the later sections of this chapter. 

The following is an example of the Info Worksheet. 

Row dimension 

Title Bar 

TheTitleBarontheInfoWorksheetcontainsthenameoftheviewor 

instance which you are looking at. When looking at a cube instance, the 

words ‘Default View’ are shown. 

Status bar 

Column field Column dimension 

There is a status bar along the bottom of the Info Worksheet window 

which keeps you informed of its progress through a task. For longer 

tasks, a progress bar may be displayed. 



Terminology 

Cubes store data in a structured way which logically represents a 

particular business issue or problem. This representation consists of a 

number of dimensions. IntheInfoWorksheetpictureabove,the 

dimensions are region, yearly, products, measure, line_Item, andmonthly. 

Each dimension is composed of a number of fields. The fields in the 

measure dimension here are Budget and Actual. A field can be identified by 

ashortcode,itsfield name and an optional description. 

In the Info Worksheet, a dimension which is shown down the left-hand 

side of the display is a row dimension; the one shown across the top of the 

display is a column dimension. 

NOTE: The Info Worksheet can display up to 30,000 fields in a row 

dimension and up to 7,999 fields in a column dimension. If you are 

viewing an instance that is too large for the available memory, the Info 

Worksheet displays the cells as containing ‘MEM!’ rather than values. To 

remedy this, remove some fields from the display until the values appear. 

If the cube being viewed consists of more than two dimensions, the 

remaining dimensions will be shown as paged dimensions across the 

bottom of the screen. Displayed next to each paged dimension is a field 

from it. In the previous example, the Actual field from Measure is shown. 

Special cells and cell values 

Sometimes a cube contains special uninitialized or invalid cells. Also, cells 

can contain special values, called null values. 

The best way to understand these terms is to look at some examples: 

Say you create a cube that can hold a year’s worth of data for some 

products. If you only have three month’sdatainyourcube(butthe 

space for nine month’s more), your cube will have some ‘gaps’ for the 

remaining months. The Info Worksheet calls these uninitialized cells. 

Say you have some expenses that you’ve budgeted for: electricity 

and heating and some others which you do not wish to budget for: 

sundries. In your cube there will be budget cells with values for the 

first two, but no cell (or value) for the third; no sundries cells will 

actually exist. The Info Worksheet calls these invalid cells. 

Say you have a field called x in your cube that derives its value by 

dividing y by z. Ify and z are zero, then the value of x will be 

equivalent to zero divided by zero. The Info Worksheet classifies 

this as a null value. 

Multiple dimensions 

The Info Worksheet can ‘stack up’ dimensions to show more than one 

dimension in a row or column. A maximum of four dimensions in the 

rows and four in the columns can be displayed in this way. 


When dimensions are displayed like this, the one nearest the Info 

Worksheet cells is called the inner dimension and any others are called the 

outer dimensions. 

Drill-down in the Info Worksheet 

yearly and monthly are 

outer dimensions here... 

...and region is an 

inner dimension. 

Dimensions may include levels of consolidation. For instance, the region 

dimension has a field for Europe which is the total of UK, France, Spain, 

and so on. If a dimension is hierarchical, the Info Worksheet can either 

show the hierarchy information, or just show the dimension as being 

‘flat’, where all the fields in the dimension are shown. 

You can tell immediately which fields are parent fields in a hierarchy. If 

Drill Information has been set in the Options dialog box (the default), 

these fields will have a blue arrow next to them. 

This button shows there are more 

fields ‘underneath’ All Age Groups. 


Drilling-down on Boys 

Age 5-8 shows there 

are only two products 

grouped under here. 

Clicking on the blue arrow button next to All Age Groups expands the 

hierarchy (this is called drilling-down), and the button changes to a red 

arrow button (which allows the hierarchy to be collapsed again): 

You can collapse all the hierarchies in the display at the same time, by 

clicking the COLLAPSE ALL HIERARCHIES button on the toolbar. When you 

click this button, the hierarchies in the paged dimensions will also be 

collapsed, so the top-level paged fields will be shown. 

As you can see, you could drill-down further. For example, you might 

want to see exactly which products are grouped under Boys Age 5-8, and 

why that group of products shows lower values than the others. To do 

this, click the plus button on the Boys Age 5-8 field. 


Here is an example of drilling-down using the Craze sample database: 

NOTE: Drill symbols are shown only if: 

This button shows that the fields under 

All reps are being displayed. 

the dimension contains a hierarchy, 

the dimension is displayed in hierarchical mode 

Drill Information has been set in the Options dialog box. 

The following icons are shown next to a dimension and represent the 

display mode for that dimension: 

The fields are shown fully expanded, in a ‘flat’ view, with no hierarchical 

icons. Clicking this icon will toggle the dimension into hierarchical mode. 

The fields are shown in hierarchical mode, with hierarchical icons. 

Clicking this icon will toggle the dimension into flat mode. 

No hierarchy exists in the dimension. Clicking this icon will have no effect. 

When a view is first opened with the Info Worksheet, any hierarchies will 

be displayed fully collapsed. 


Menu Commands 

File Menu commands 

There are other symbols in the Info Worksheet which can appear next to 

fields or dimension names: 

Indicates that a sort has been set. 

Indicates that a local exclude has been set. 

Indicates that a global exclude has been set. 

Indicates that a top/bottom filter has been set. 

Indicates that a total field is displayed. 

These features are explained fully in later sections. 

The menu bar is the command center of the Info Worksheet. Each option 

on the menu bar activates a drop-down menu of commands, grouped 

according to function. 

The File Menu includes commands to open, save and print views, produce 

a version of the data in Excel or Lotus format, and exit the Info Worksheet. 

Open Use the OPEN command to open another view in the Info Worksheet. The 

current view will be closed. 

Save View Use the SAVE VIEW command to save any changes made to the current 

view, including added calculations or changes to the attributes for part of 

the display. If the view has not been saved before, a prompt will ask you 

to name the new view. 

Save View As Use the SAVE VIEW AS command to save the current view under a new 

name. A prompt will ask you to name the new view. 


Export To Excel/ 

Lotus 

Use the EXPORT TO EXCEL/LOTUS command to save data from the current 

view in Excel or Lotus spreadsheet format. To save just some of the cells, 

select these first, otherwise you will be asked if you want to export all the 

cells in the display. 

Print Use the PRINT command to print data from the current view. A dialog box 

will appear, where you can specify the parts of the display to print. 

Print Setup Use the PRINT SETUP command to specify the printer options or select a 

new printer. 

Exit Use the EXIT command to leave the Info Worksheet. If changes have been 

made to the current view, a prompt will ask if they are to be saved. 

Edit Menu commands 

The Edit Menu contains commands which allow areas of data to be 

copied and placed in other applications, and calculations to be inserted, 

edited or deleted. 

Copy Use the COPY command to copy an area of selected data into the clipboard. 

Copy Special Use the COPY SPECIAL command to copy an area of selected data and its 

associated field names and paged dimension information into the clipboard. 

Select All Use the SELECT ALL command to select all the cells in the Info Worksheet 

display. 

Calculation Use the CALCULATION/EDIT command to edit the selected calculation. 

Use the CALCULATION/INSERT command to add a calculation to the Info 

Worksheet. A field in the display must be selected in order for this 

command to be available. Use the CALCULATION/DELETE command to 

delete a selected calculation from the Info Worksheet. 

View Menu commands 

The View Menu contains commands which control the display of data (as 

figures or a chart), allow total fields to be added, and collapse the 

hierarchies in the display. 

Chart Use the CHART command to display all or the part of the data in the Info 

Worksheet in a chart. 


Row Totals Use the ROW TOTALS command to display fixed totals for the rows (you 

can specify which parent field to use as the total). This command is only 

available if there is a hierarchy in the row dimension. 

Column Totals Use the COLUMN TOTALS command to display fixed totals for the columns 

(you can specify which parent field to use as the total). This command is 

only available if there is a hierarchy in the column dimension. 

% Of Column 

Total 

Use the % OF COLUMN TOTAL command to display the cell values as 

percentages of the column total. This command is only available if a 

column total is already displayed. 

% of Row Total Use the % OF ROW TOTAL command to display the cell values as 

percentages of the column total. This command is only available if a row 

total is already displayed. 

% of Slice Total Use the % OF SLICE TOTAL command to display the cell values as 

percentages of the overall total value of the data in the display. This 

command is only available if both a column and a row total are displayed. 

Collapse All 

Hierarchies 

Format Menu 

Use the COLLAPSE ALL HIERARCHIES command to collapse all the open 

column and row hierarchies in the Info Worksheet display. 

The Format Menu contains commands which allow you to alter the 

settings for a chart and format the display using attributes. 

Chart Use the CHART command to change the type of the chart (from bar to line, 

for example), add labels, change the axes and other settings. This option 

is only available if a chart is displayed. 

Conditional 

Attributes 

Use the CONDITIONAL ATTRIBUTES/SELECTED ROWS/COLUMNS command 

to specify display formatting and traffic lighting for the selected rows and 

columns. Use the CONDITIONAL ATTRIBUTES/WHOLE WORKSHEET 

command to specify display formatting and traffic lighting for the entire 

Info Worksheet display. 

Delete Attributes Use the DELETE ATTRIBUTES command to remove any attributes set for the 

selected fields. General attributes or performance indicators cannot be 

removed using this option, the Highlighting dialog must be used. 


Data Menu commands 

The Data Menu contains commands which allow you to order the data in 

the display using facilities like sorts and excludes. 

Sort Use the SORT/ADD (FIRST/SECOND/THIRD) commands to specify an ascending 

sort on the selected field. The option will not be available if the field already has 

asort.UseSORT/CHANGE DIRECTION to toggle the sort between ascending and 

descending. Use SORT/NOW to sort the display according to any specified sort 

keys. Use SORT/REMOVE ALL to remove all existing sort keys. 

Exclude Use the EXCLUDE/ADD command to exclude columns or rows for the 

selected field. The option will not be available if the field already has an 

exclude filter set. Use the EXCLUDE/NOW command to update the display 

according to any specified excludes. Use EXCLUDE/EDIT to change the 

details of an exclude. Use the EXCLUDE/REMOVE command to remove the 

exclude for the selected field. Use the EXCLUDE/REMOVE ALL (LOCAL) 

command to remove all local excludes that have been specified. 

Show Top/ 

Bottom 

Tools Menu commands 

Use the SHOW TOP/BOTTOM/ADD command to display the columns or 

rows with the highest/lowest values for the selected field. The option will 

not be available if a field already has a top/bottom filter set. Use SHOW 

TOP/BOTTOM/EDIT to change the details of a top/bottom filter. Use the 

SHOW TOP/BOTTOM/NOW command to update the display according to 

any specified top/bottom filters. Use the SHOW TOP/BOTTOM/REMOVE 

command to remove the top/bottom filter for the selected field. 

The Tools Menu allows you to change the general display settings in the 

Info Worksheet and set a global exclude. 

Options Use the OPTIONS command to call the Options dialog box. This has settings 

for showing/hiding the Info Worksheet grid, descriptions, field quotes and 

drill arrows. You can also specify whether sorts, excludes and top/bottom 

filters are actioned automatically, as soon as they are set. You can specify a 

global exclude for all Info Worksheet cells and set the default column 

width. You can also specify text to replace non-values when copying Info 

Worksheet cells to the clipboard, see Specialcellvalues,Page192. 

Generate Report Use the GENERATE REPORT command to produce a report (via the Info 

Report Designer), based on the data in the Info Worksheet display. See 

Creating reports, Page 198. 


Window Menu commands 

The Window Menu allows you to specify the location of a Info 

Worksheet chart. 

Arrange Chart When a chart is displayed, use the ARRANGE CHART command to call 

the Arrange Chart dialog box. This in turn has settings for displaying 

a chart in its own window (so you can move or resize it), at the 

bottom of the Info Worksheet window or in the main Info Worksheet 

display (in place of the data cells). 

Help Menu commands 

The Help Menu provides access to the Info Worksheet online help, as 

well as information about the version currently running. 

Contents Use the CONTENTS command to open the contents page of the 

Seagate Info online help. Use this as a starting point to quickly find 

any topic of interest. Once in online Help, you can always return to 

the main index by clicking the Contents buttonintheupperleft 

corner of the Help window. 

Search for Help on Use the SEARCH FOR HELP ON command to display the help index 

dialog box. You can search through every subject in online Help to 

find the information you need quickly and jump straight to the topic 

of interest. 

How to Use Help Use the HOW TO USE HELP command if you are not familiar with the 

Windows Help system. A separate window will appear explaining 

how to use the Help system. 

About Seagate Info Use the ABOUT SEAGATE INFO command to display the version 

number and other pertinent information about the Info Worksheet. 


The Info Worksheet Toolbar 

Shortcut menus 

The options available on the Info Worksheet toolbar are: 

Opens a view. The Select View dialog box appears. 

Saves the view. If the view has not been saved before, the Save 

View As dialog box appears. 

Prints the Worksheet data. The output produced depends on the 

print settings. 

Displays the Info Worksheet data in a chart. Click it again to hide 

the chart. 

Sorts ascending. 

Sorts descending. 

Refresh now. If you specify a sort, exclude or show top/bottom 

filter and Auto-Sort, -Exclude or -Show Top/Bottom has not been 

set, this button will be reddened. In this case, click it to update 

the display. 

Collapses all hierarchies. 

Generates an Info report. 

Calls the Info Worksheet Help. 

Shortcut menus allow you to change display options and use the sorting 

and filtering functionality. Simply right-click on an area for the menu to 

appear. Shortcut menus are available on inner and outer dimensions, 

paged dimensions and inner and outer dimension fields. 

NOTE: Some options in these menus may be grayed if the option is not 

meaningful when the menu is called-up. 


Inner dimensions 

When displaying more than one dimension in a row or column, there are 

different shortcut menus on the inner and outer dimensions. 

The shortcut menu on an inner dimension allows you to select fields to 

display, toggle the display mode and specify sorts and excludes: 

Outer dimensions 

Right-clickonanouterdimensionname,andthefollowingshortcut 

menu appears: 

Choose Field Selector to select 

which fields to display. 

Toggle the display mode. 

Paged dimensions 

Right-click here to... 

...call the Field Selector or 

change the display mode. 

If you right-click on a paged dimension name, the following shortcut 

menu appears: 

Choose a new paged dimension field. 

Choose a list of fields to use for the paged dimensions. 


Specify or remove a sort. 

Specify or remove a 

top/bottom filter. 

Hide the selected 

field(s) or show 

other fields from 

the dimension. 

Choosing SINGLE FIELD SELECTOR allows you to change the paged 

dimension field. Choosing the MULTI FIELD SELECTOR allows you to select 

a list of fields to show in the Info Worksheet. This is the list you cycle 

through when you click on the spin buttons next to a paged dimension 

field, see How to change the paged dimension fields, Page 130. 

Inner dimension fields 

If you right-click on an inner dimension field, the following shortcut 

menu appears: 

Different options are available, depending on whether any sorts, excludes 

or top/bottom filters have been set. 

Outer dimension fields 

Specify or remove a 

local exclude filter. 

If you right-click on an outer dimension field, the following shortcut 

menu appears: 

Specify or remove field attributes. 

Add a calculation to the 

column or row. 


How to open the Info Worksheet 

In the Info Desktop, right-click on the instance you want to view and 

choose VIEW from the shortcut menu. 

The Info Worksheet appears and the selected view of the cube is displayed. 

You can also double-click the view you want to look at, or select it, then 

click the VIEW button on the Info Desktop toolbar. 

How to save a view of the Info Worksheet 

2 Click OK. 

How to open a different view 

You can save the current Info Worksheet settings by selecting either SAVE 

VIEW or SAVE VIEW AS from the File menu, or by clicking the SAVE button. 

If you choose SAVE VIEW AS, you can save the Info Worksheet settings to 

adifferentview. 

1 Enter a name for the View. 

1 Choose OPEN fromtheFileMenu,orclicktheOPEN button. 

2 If changes have been made to the present view, for example, specifying 

some new attributes, a prompt will ask whether to save the present Info 

Worksheet settings as a view before making the new selection. 

3 Click Yes to save the current settings in the view. Click Cancel to 

return to the Info Worksheet and abandon opening the view. 


4 Highlight a view and 

the instance of it you 

require from these lists. 

5 Click OK. 

How to resize columns 

Click No to display the Select View dialog box. 

If a view is selected in the Select View dialog box, all the instances 

of that view are displayed. 

NOTE: You cannot have more than one view in the Info Worksheet at one 

time, but you can open multiple copies of the Info Worksheet. 

The width of individual columns or groups of columns can be changed in 

the Info Worksheet by clicking and dragging them with the mouse (see 

the first two sections below) or by setting a default width (see Setting a 

default column width, Page 111). 

The ability to change the widths of different columns is useful, for 

example, when some columns contain values just a few characters wide, 

while others contain very large numbers. The display can be adjusted so 

both are easy to read. 

Row dimension field names 

In the following example, some fields in the products dimension are 

partially hidden. 


1 Move the mouse over the line between the field 

names and the data cells. The cursor changes. 

2 Click and drag the line to its new position. This example would then 

look like the next picture, with Racecar Classics, and so on, displayed 

in full. 

Column dimension field names 

1 Select the column(s) you want to resize. 


Click and drag to select consecutive column field names, or Ctrlclick 

for non-consecutive field names. 

2 Move the mouse so that it is over one of the column gridlines (the 

cursor will change to the symbol shown at the left). 

3 Click and drag the line to its new position. All the selected columns 

will be re-adjusted automatically to the new width. 

Setting a default column width 

By default, the Info Worksheet columns are ten characters wide, but you 

can specify a new default width if you want. The settings are kept when 

you save the view. 

1 Choose OPTIONS from the Tools menu. 

The Options dialog box appears. 

2 Specify the default 

column width here. 


How to show or hide extra tooltips 

2 Toggle Tooltips on 

or off to show or 

hide extra tooltips. 

By default, tooltips are shown on field and dimension names, as they may 

be partially hidden by the columns. They are also shown on buttons to 

explain what they do. Tooltips on the following areas are optional and 

canbeturnedonoroffasnecessary: 

Fields 

Dimensions 

Symbols and buttons, like these: 

The changes are kept when you save the Info Worksheet view. 



How to show or hide Field Selector buttons 

You can show or hide the Field Selector buttons shown next to 

dimensions. 



2 Toggle Field Selector 

Buttons on or off to show or 

hide Field Selector buttons. 


How to show or hide field information 

2 Toggle these options on or 

off to show or hide 

descriptions, quotes or drill 

icons next to fields. 

The Info Worksheet has a number of default display settings that 

determine how fields are displayed: 

descriptions are shown in place of field names, 

quotes contained in field names are hidden, and 

hierarchical fields are shown with drill arrows next to them. 

These settings can be changed if necessary and the changes are kept when 

you save the Info Worksheet view. 




How to show or hide the Info Worksheet grid 

By default, the Info Worksheet has a grid that divides up the display into 

cells. This can be turned on or off. The setting is kept when you save the 

Info Worksheet view. 



2 Toggle this option on or off to show 

or hide the Info Worksheet grid. 

How to show row and column totals 

The Info Worksheet allows you to display or hide the total fields from 

dimensions. These total fields already exist in the dimensions as 

consolidated fields and are not added in by the Info Worksheet. 

You can display the totals for the row or column cells as straightforward 

values or as percentages. The totals columns and rows remain fixed, even 

when the Info Worksheet is re-sized or re-oriented. 

NOTE: This facility is only available when either the column or row 

dimension has at least one parent field. Where no parent field exists, the 

relevant option is grayed. 

If, instead of displaying simple totals, you want to add more complex 

calculations, see Calculations, Page 132. 


Displaying the row and column totals 

This tutorial describes how to display the row totals in the Info 

Worksheet. The procedure for displaying column totals is very similar: 

simply substitute ‘Column Totals’ for ‘Row Totals’ in step 1 below. 

1 Choose ROW TOTALS from the View menu. 

The consolidated row 

fields are displayed. 

Displaying the totals as percentages 

The totals symbol is shown here. 

Thistutorialdescribeshowtodisplaytherowtotalsaspercentagesinthe 

Info Worksheet. The procedure for displaying column totals as 

percentages is very similar: simply substitute ‘%ofColumnTotal’ for ‘% 

of Row Total’ in step 1 below. 


1 Choose % OF ROW TOTAL from the View menu. 

The figures are shown as percentages of the totals field. 

Displaying the values as percentages of the slice total 

When the Info Worksheet is displaying cell values as percentages of the 

row and column totals (both the options ‘Row Totals’ and ‘Column 

Totals’ are selected), you can change the display to show the values as 

percentages of the overall slice total. 

1 Choose % OF SLICE TOTAL from the View menu. 

The figures are shown as percentages of the overall slice total in the 

bottom right-hand corner of the display. 


Displaying a different top-level totals field 

When the column or row dimension has more than one top-level 

consolidated field, you can choose which of the totals fields to show in the 

display. In the Product dimension below, for instance, there are two toplevel 

fields: All Products and All Age Groups. 

This symbol shows there is more than one top-level 

hierarchy in the dimension. Click on it, then select a 

new totals field from the dialog box that appears. 

The Info Worksheet is then redrawn to display the All Products total field 

and its immediate children: 


Displaying a different parent field 

By default, when you display total fields, the Info Worksheet shows the 

highest level field in each dimension and its immediate children (World, 

Europe, Australia, Singapore and USA in the example below. However, you 

may have several hierarchy levels in your dimensions, so the Info 

Worksheet allows you to select a different parent field for display. 

1 Right-click on the dimension and choose PARENT SELECTOR from the 


The Select Parent Field dialog box appears. 

2 Highlight a new parent field 

from the Field Selector. 


The Info Worksheet is then redrawn to display the Europe total field and 

its immediate children: 

Displaying different child fields 

By default, when you display total fields, the Info Worksheet shows the 

highest level field in each dimension and its immediate children (World, 

Europe, Australia, Singapore and USA in the example below. You may, 

however, want to display just some of the children, so the Info Worksheet 

allows you to specify them. 

1 Right-click on the dimension and choose CHILD SELECTOR from the 



The Select Child Fields dialog box appears. 

2 Highlight the new field(s) 

from the Field Selector. 

TheInfoWorksheetisredrawntodisplaytheWorld total field and the 

Europe and USA child fields. 


Re-orienting the Info Worksheet 

Movement 

cursors 

This section describes how to rearrange the Worksheet display to show 

different dimensions on the rows and columns. 

To view a different ‘slice’ of the data (for instance, to view products against 

line_items rather than products against regions), the dimensions can be 

switched (or ‘re-oriented’). In the Info Worksheet, you can click-drag one 

of the dimension names over to the name you want to swap it with. The 

Info Worksheet will then be re-drawn in the orientation specified. 

NOTE: If your cube contains only one dimension, you will not be able to 

re-orient the Info Worksheet. 

When you click-drag dimensions to different areas of the Worksheet 

display, the cursor changes to indicate the action being carried out or if 

themoveisinvalid. 

The dimension cannot be dropped at this position. 

Drops the dimension here. 

Swaps the dragged dimension with the other dimension. 

Places the dragged dimension to the right of the other 

dimension. 

Places the dragged dimension to the left of the other 

dimension. 

Places the dragged dimension between the two row 

dimensions. 

Places dragged dimension between the two column 

dimensions. 

Places the dragged dimension beneath the other 

dimension. 

Places the dragged dimension above the other dimension. 


How to re-orient the Info Worksheet 

1 Click and drag the 

dimension name. 

The dimension name 

moves and the ‘no parking’ 

sign appears, meaning it 

cannot be dropped. 

The Info Worksheet can be re-oriented to display data in many different 

ways. Below are two examples of this. 

Changing the row or column dimension 

The example below shows how to swap the current row dimension with 

one of the paged dimensions in the Info Worksheet display. 

2 When the cursor changes to the ‘swap’ 

symbol, release the mouse button. 

The Info Worksheet is redrawn to show products and region as row and 

column dimensions, and measure, monthly, yearly and line_item as paged 

dimensions. 

The swapping also works the other way round. You can drag a paged 

dimension up to a column or row dimension to swap it. 


2 When the cursor 

changes to this 

symbol, release the 

mouse button. 

The dimension name 

moves and the ‘no 

parking’ sign appears, 

meaning it cannot be 

dropped. 

1 Click and drag the 

dimension name. 

Displaying multiple rows or columns 

Now, more than one dimension are shown as rows in the Info Worksheet 

display. 

The Info Worksheet now looks like this: 


Selecting fields for display 

Notice that during re-orientation, a progress bar is displayed, because a 

large amount of data is being requested to fill the re-oriented display. 

Multiple dimensions in the columns can be displayed in exactly the same 

way. 

NOTE: The Info Worksheet can display a maximum of four dimensions in 

the rows and four in the columns. 

NOTE: When a view is saved, the Info Worksheet ‘remembers’ the display 

choices. The next time that view is displayed, the Info Worksheet will 

show the data in the same orientation as when it was saved. 

There are two ways to specify fields for display in the Info Worksheet. You 

can use the Field Selector, which has a comprehensive number of features 

for choosing fields, including multiple selection and search functions. 

Alternatively, you can show or hide fields using a right-click menu in just 

a couple of clicks, see Howtoshoworhidefieldsquickly,Page131. 

The Field Selector can be used to: 

select fields to display in the rows or columns of the Info 

Worksheet, 

select an individual field to show from a paged dimension, 

specify the fields you can cycle through when you click on the spin 

buttons next to a paged dimension, see How to change the paged 

dimension fields, Page 130, and 

select fields for use in a calculation, see Calculations, Page 132. 

To call the Field Selector, click on the SELECT FIELDS button next to a 

dimension, or right-click on the dimension name and choose an option 


You can use the Multi Field Selector to choose any number of fields from a 

dimension. If you call the Field Selector from a column or row dimension, 

the fields you choose will be displayed for those dimensions. If you call 

the Field Selector for a paged dimension, the fields you choose will be 

thoseyoucancyclethroughwhenyouclickonthespinbuttonsnexttoa 

paged dimension, see How to change the paged dimension fields, Page 130. 

You can use the Single Field Selector to pick a field from a paged dimension 

or a field to use in a calculation. 


Search field. 

Here is an example of the multi Field Selector: 

1 Click on a field in the list to select it (in this example, the field Micro 

Count is selected). 

2 When you click OK, the Info Worksheet is redrawn with the new 

orientation. 

When a Field Selector is called, the dimension is displayed using 

descriptions (if they have been defined); you can change the display to 

show field names by clicking this button. 

NOTE: Calculations are not available when you are selecting fields from a 

paged dimension in the Info Worksheet. 

The Field Selector toolbar 

ThetoolbaratthebottomoftheFieldSelectorallowstheappearanceof 

the display to be changed. 

Collapse/Expand hierarchies 

Collapse the displayed hierarchy by one level. 

These numbers show the 

number of fields displayed 

out of the number 

available in the dimension 

(in this case, 70 out of 70). 

Expand the displayed hierarchy by one level. 

These buttons are grayed if the dimension is not being displayed 

hierarchically. 


Modifying selections 

Click these buttons to modify a selection. These buttons are grayed in the 

single Field Selector. 

Display modes 

Click to cycle through the three display modes. The button changes 

appearance as you do this. 

For a dimension with no hierarchy, the last of these options is not 

available. 

Field display 

Deselects all fields in the dimension. 

Selects all fields in the dimension. 

Toggles the current field selection on/off. 

The dimension is shown flat. Click this button to sort the 

fields in alphabetic order. 

The dimension is shown flat, with the fields in alphabetic 

order. Click to show the fields hierarchically. 

The dimension is shown hierarchically. Click this button to 

flatten out the fields. 

Click to toggle between displaying descriptions and field names. The 

appearance of the button changes throughout this process. 

Descriptions are displayed. Click this button to display the 

field names. 

Field names are displayed. Click this button to display 

descriptions. 


Special Selections 

The six buttons on the right of the Field Selector can be used to make 

special selections. 

Select top level fields 

in the hierarchy. 

Select children of the 

current selection. 

Move selection to children 

of current selection. 

These buttons are grayed in the single Field Selector, or if the dimension 

has no hierarchies. 

Selections can be modified or extended by using right mouse menus. To 

see a shortcut menu, right-click a field in the middle of the hierarchy. 

For a top level or base field, the shortcut menu will only contain the 

options which are relevant to the selected field. 

Search field 

Select base level fields 

in the hierarchy. 

Select parents of the 


Move selection to parents 


Choosing this option selects all the 

children of Electronics. 

This field allows you to search for fields in a dimension by either field 

name or description. Type a word into the search field and the Field 

Selector will immediately display the fields which match it. If the fields 

are displayed using field names, the field name is matched; if they are 

displayed using descriptions, the descriptions are matched. Once a field 

list has been filtered, the ones you want can be selected. 


The ‘?’ (single character) and ‘*’ (multiple character) wildcard symbols 

maybeused.Herearesomeexamples: 

How to show or hide fields using the Field Selector 

2 Highlight the fields 

you want on this list. 

Elec* Find fields starting with ‘Elec’, like‘Electronics’. 

*land Find fields ending with ‘land’, like ‘England’ or 

‘Scotland’. 

?ame Find all four letter words ending with ‘ame’, like ‘game’ 

or ‘fame’. 

Use the Field Selector to select the fields that should be displayed in the 

Info Worksheet. The example shows the Multi Field Selector, but the 

Single Field Selector is very similar. 

1 Click the SELECT FIELDS buttonnexttotheroworcolumndimension 

name to call the multiple Field Selector. 

The Multiple Field Selector appears. 

Search for fields by 

typing the name here. Use these buttons to 

alter your selection. 

Select fields by using Shift-click or Ctrl-click, as well as rightmouse 

menus. 

Clicking Cancel at any point will close the Field Selector and the 

current selection of fields will not be changed. 

If making a complex selection, click Expand to see what has been 

selected. 


. 

This is the current selection. 

3 When you click OK, the Info Worksheet display is refreshed to show 

your selection: 


How to change the paged dimension fields 

Moving through the fields one at a time 

The paged dimension field can be changed using a spin button, as shown 

below. 

Click to move backwards through the fields. 

Click to move forwards through the fields. 

The list of fields that are cycled through can be specified using the multi 

Field Selector, see Changing the available paged fields, Page 131. 

Selecting paged fields using the Field Selector 

If a dimension is large, it is easier to use the standard Field Selector to 

select single fields from the paged dimensions. 

1 Click the SELECT FIELDS button next to the paged dimension to select 

another field. 

The Select Single Field dialog box appears. 

2 Highlight the required field, or... 

...use the search field or toolbar 

to help find the field you want. 

3 Click OK. 

The Info Worksheet is displayed with the newly chosen field as a 

paged dimension field. 


Changing the available paged fields 

You can specify the list of fields that can be cycled through when you use 

the spin buttons next to the paged dimensions. 

1 Right-click on the paged dimension and choose MULTI FIELD 

SELECTOR from the shortcut menu. 

The Multi Field Selector dialog box appears. 

2 Choose the paged dimension fields. 

How to show or hide fields quickly 

Right-click on one of the 

dimension fields and 

choose Show Fields from 

the shortcut menu. 

The complete list of 

fields will be shown for 

the dimension. 

TherearetwowaystospecifyfieldsfordisplayintheInfoWorksheet. 

You can use the Field Selector, which has a comprehensive number of 

features for choosing fields, including multiple selection and search 

options, see HowtoshoworhidefieldsusingtheFieldSelector,Page128. 

Alternatively, you can use a quicker method. 

Showing all the fields in a dimension 


1 Select the field(s) 

you want to hide. 

2 Right-click on one of 

the fields and choose 

Hide Fields from the 


Calculations 

How to add a calculation 

Hiding fields in the display 

TheInfoWorksheetallowsyoutoaddvaluetoyourdatausing 

calculations. This can be useful, for instance, to show the total or 

percentage total of several fields over time. 

NOTE: The details of calculations are saved to the view, rather than the 

original cube of data. 

Info Worksheet calculations therefore provide a quick way of 

manipulating data for your own use without unnecessarily complicating 

theoriginalcubeforotherusers. 

To display column and row totals, based on consolidated fields in 

dimensions, see How to show row and column totals, Page 114. 

A calculation is used to add a new row or column field, whose value is 

based on the fields which are already present. For instance, you might 

want to insert a field giving a quarterly total. 


1 Right-click on the field which the calculation is to be inserted before. 

In the example below, this is April. 

2 Choose Insert Calculation 


3 You cannot add a calculation to a dimension if it is displayed in 

hierarchical mode. In this case, just click on the symbol to switch the 

dimension to a flat display. 

4 Similarly, you will not be able to insert a calculation if the dimension 

is sorted. Remove the sort, then repeat steps 1 and 2 above. For 

information on removing a sort, see How to exclude columns/rows for a 

field, Page 183. 

By default, the calculation will be inserted before the field that was 

right-clicked. If this field is the last one in the row or column, a 

prompt will ask whether to place the calculation after, rather than 

before the selected field. 


5 Click Yes to place it after or No to place it before. The Calculation 

dialog box appears: 

6 Enter the name of your 

calculation here. 

8 Add fields to the expression by clicking Select Field to call the single 

Field Selector. 

In this example, the 'Qtr1' field will be made equal to the sum of the 

figures for the first three months of the year. 

NOTE: It is the field names, rather than the descriptions, which appear in 

calculations. 

9 Click on the buttons to add numbers, arithmetic symbols and 

brackets to the calculation. 

NOTE: Calculations can be performed only on the fields within the 

dimension into which they are inserted. 

Calculations can contain the standard operators +, -, *, /, :, (, ). There are 

also codes which can be used to type in numbers more quickly. You can 

type K for a thousand, M for a million, B for a billion (a thousand million) 

and T for a trillion (a million million). Percentages can also be added 

directly using the % sign and scientific notation. For instance, 2000 could 

be written as 2K or as 2E3, 110,000,000 could be written as 110M or 0.11B, 

and 0.03 as 3% or 0.3E-1. 

Other functions and operators can be used in calculations. The available 

functions are: 

SUM (startfield:endfield) 

to calculate the sum. 

AVG (startfield:endfield) 

to calculate the average. 

7 Build up the expression for 

your calculation here. 


MIN (startfield:endfield) 

gives the minimum value. 

MAX (startfield:endfield) 

gives the maximum value. 

SQRT (expression) 

gives the square root of the expression. 

LOG (expression) 

gives the logarithm of the expression. 

EXP (expression) 

gives the e to the power (natural anti-logarithm) of the expression. 

RANDOM 

gives random values. 

VAR (field1,field2) 

gives the percentage variance. 

10 Use the Functions drop-down list to select different operators, then 

click the Use Function button to add them to your calculation. 

The percentage variance function VAR will return the percentage 

variance between the two fields, (field1-field2)/field2. To show a percent 

sign after your values, see Formatting the display using attributes, Page 137. 

11 Click OK to add the calculation to the Info Worksheet. 

Here is the new Qtr 1 column. 


How to edit a calculation 

How to delete a calculation 

1 Right-click on the calculation, and choose EDIT CALCULATION from 


The Calculation dialog box appears: 

The details of the calculation are shown here. 

2 Edit the details, then click OK. 

1 Right-click on the calculation and choose DELETE CALCULATION from 


A prompt will ask you to confirm the deletion. 

2 Click Yes to delete the calculation, or No to leave the calculation in 

place. 


Formatting the display using attributes 

Default 

attributes 

Setting 

attributes: 

an overview 

Attributes are used to control the appearance of data in the Info 

Worksheet. They can be attached to individual columns or rows, or the 

display as a whole. You can also apply attributes to cells whose values fall 

within a certain range. So, for example, you could set an attribute to show 

the best sales figures with a red background. Here are some examples of 

uses for attributes: 

Displaying a currency symbol, such as a dollar or pound sign, 

before each cell value. 

Displaying any negative values in brackets and not with a minus 

sign. 

Displaying the values in a particular column as percentages. 

Highlighting sales figures in bold to show where targets have not 

been met. 

Color-coding cells, so that low, medium and high figures are 

shown with differently-colored backgrounds. This is called traffic 

lighting. 

The attribute settings are stored when the view is saved, so the display 

will be identical when you load it again. 

NOTE: Attributes cannot be used to change the appearance of row or 

column dimension names, the cursor or the edit box. 

If attributes have not been set for a particular view, these default 

attributes are used: 

Arial font with a size of 10 point, 

autoscale, 

two decimal places, 

triple set to comma, 

uninitialized cells are displayed as ‘None’, 

invalid cells are displayed as blank, and 

figures are shown in black with a white background. 

The process of setting attributes has three main stages: 

1. Choosing which cells to apply the attributes to: either selected rows/ 

columns or the Info Worksheet as a whole. 


2. Specifying which kinds of cells or values the attributes will affect. 

This can be done by choosing one of the predefined categories: 

unavailable values (when the Info Worksheet is calculating them) 

uninitialized cells 

invalid cells 

null values 

all values 

or by creating a new category, like values between 2000 and 3000, for 

example. 

3. Choosing the attributes to use when the values are shown in the Info 

Worksheet. These are usually different colors, but other kinds of 

attributes can be used. 

The Highlighting dialog box is used to manage the attributes in the Info 

Worksheet. 

The different conditions 

for values are shown here. 

The colors for the range 

can be selected here. 

From this dialog box you can select standard colors for each condition, or 

click the Advanced button to choose customized colors, as well as different 

fonts and numeric attributes. You can also define new conditions. 


Three ranges are created 

automatically with 

different color schemes. 

2 Click this button to 

specify the start and end 

values of the range. 

1 Click on New Item. 2 Specify the condition details here 

Conditions can be defined individually, or you can use traffic lighting. 

When this is selected, three value ranges (conditions) are created 

automatically – a low range, medium range and high range; these are all 

basedonanupperandalowervalueyousupply. 

1 Specify the details for each range here. 

It may be the case that two conditions ‘overlap’ (two or more conditions 

include the same values), so you can order them according to their 

priority. This means that the attributes for one condition will be used in 

place of another, when a value exists in more than one condition, see How 

to manage two conditions that reference the same cells, Page 145. 


Setting attributes on paged fields 

If you set attributes on a column or row field in the Info Worksheet, then 

re-orient the display so the field is paged, the settings will remain in effect. 

For example, in the picture below a background color attribute has been 

added to the row figures for Italy, to make them stand out. 

If the Info Worksheet is re-oriented so that Italy is a paged dimension 

field, the background color attribute will remain in effect, so the whole 

display will be colored: 

The attributes for Italy are used for this ‘slice’. 


How to set color attributes for the whole Info Worksheet 


condition on this list. 

This section explains how to add a color attribute using a predefined 

condition and standard colors. The settings will affect the Info Worksheet 

as a whole. 

To apply color attributes to particular rows or columns (as opposed to the 

whole Info Worksheet), see the next section. 

1 From the Format menu select CONDITIONAL ATTRIBUTES/WHOLE 

WORKSHEET. 

The Highlighting dialog box is displayed. 

3 Select the font and background 

colors from these drop-down lists. 

An example is shown here. 

In this dialog box, ‘value is anything’ will color the Info Worksheet 

cells, regardless of the value. The ‘value is not available’ option refers 

to when the Info Worksheet is calculating values for the display. For 

an explanation of the terms ‘uninitialized’, ‘invalid’ and ‘null’, see 

Special cells and cell values, Page 96. 

4 Click OK to view the results of the attribute settings in the Info 

Worksheet display. 


The color attribute has affected all the cells in the Info Worksheet display. 

These settings will stay when the Info Worksheet is re-oriented. 

How to set color attributes for specific columns or rows 

By default, no 

conditions are defined. 

1 Select the columns and rows to highlight. 

2 Choose CONDITIONAL ATTRIBUTES/SELECTED ROWS/COLUMNS from 

the Format menu. 

The Highlighting dialog box appears. 

Before colors can be applied to the selected columns or rows, a 

condition needs to be defined, see the next section below. 


How to define a new condition 

3 Highlight a range on the Item list. 

4 Select the font and background colors and click OK to view the 

results in the Info Worksheet display. 

When you want to apply attributes to a range of values (or type of value) 

not listed in the Highlighting dialog, you can define a new condition. 

1 Call the Highlighting dialog box and highlight New Item on the Item list. 

2 Select a condition from this drop-down 

list, then specify any range value required. 

3 Select the color attributes for the condition. 

4 Click OK to view the attributes in the Info Worksheet. In this 

example, the products with excellent revenue figures ($50,000 or 

higher) stand out clearly from the rest. 

Any conditions defined in this way are kept when you save the Info 

Worksheet view. 


How to delete a condition 

2 Click Remove to remove the 

range, or Remove All to remove 

all the user-defined ranges. 

1 Call the Highlighting dialog box and highlight the item(s) you want 

to delete on the Item list. 

3 Click this button. 

NOTE: You cannot remove the default conditions that are shown in gray. 


How to manage two conditions that reference the same cells 

It may be the case that two conditions ‘overlap’. In other words, they both 

refer to the same cells in the Info Worksheet. 

For example, you may define your first condition for highlighting figures 

that are performing poorly (Revenue is less than $400,000). 

For details on how to define a condition, see Howtodefineanewcondition, 

Page 143. 

The highlighted cells show that in several of the 

months, Revenue was less than $400,000. 

You may then decide to add a second condition to show figures that are 

performing slightly better than the first set (Revenue is less than $700,000). 


The new condition has 

been added here. 

The previous 

condition has been 

moved down the list. 

The new condition has 


The previous 

condition has been 

moved down the list. 

You may then decide to add a second condition to show figures that are 

performing slightly better than the first set (Revenue is less than $700,000). 

The conditions in the Highlighting dialog box are listed in order of 

priority. The priority increases towards the top of the list. In the example, 

this means that the new condition ‘

1 Click on the 

Value

How to show best and worst performers 

The Info Worksheet allows you to color-code the figures in the display, 

according to their value. You can define conditions manually and attach 

different colors to them, as described in the previous section, but there is 

aquickermethod. 

Use traffic lighting to specify a range of values, say 50,000 to 100,000, then 

the Info Worksheet will create three conditions automatically: 

1. a low value condition (100,000) 

These three conditions can then be highlighted in your data using colors 

or other attributes. 

1 If you are creating a condition for the whole Info Worksheet, choose 

CONDITIONAL ATTRIBUTES/WHOLE WORKSHEET from the Format 

menu. 

If you are creating a condition for particular columns or rows, 

 

select them first, then choose CONDITIONAL ATTRIBUTES/SELECTED 

ROWS/COLUMNS from the Format menu. 



2 Type the lower and upper 

conditions into these fields. 


The Highlighting dialog box now shows the three conditions defined: 

Colors are chosen automatically for the three conditions. 

When OK is clicked, the Info Worksheet display is color-coded according 

to the defined conditions. 


The three conditions can be edited in the same way as other conditions 

defined in the Highlighting dialog. You can also use different kinds of 

attributes to highlight the different ranges of values. This is described in 

the next section. 

How to use advanced number, font and color attributes 

Setting advanced 

attributes 

So far in the attributes section, the examples have used colors to highlight 

different data values. It may be the case, however, that you want to use 

bold or italic rendition to highlight values, or perhaps you want to add 

currency symbols to the data values. 

The first example looks at assigning a dollar sign attribute to all the cells in 

the Info Worksheet and uses a predefined condition. If you need information 

about defining a condition, see Howtodefineanewcondition,Page143. 

1 If you are applying attributes to the whole Info Worksheet, select 

CONDITIONAL ATTRIBUTES/WHOLE WORKSHEET from the Format 

menu. 

If you are applying attributes to particular columns or rows, select 

them first, then choose CONDITIONAL ATTRIBUTES/SELECTED 

ROWS/COLUMNS from the Format menu. 



The Attribute Editor appears. 

4 Click the Number Tab. 

2 Highlight a condition on this list. 


5 Toggle this check box on and type the 

currency symbol in the corresponding text box. 

When OK is clicked, the Info Worksheet shows the dollar symbol next to 

each of the figures. The attribute was set for the whole Info Worksheet, so 

it will always appear, even when the display is re-oriented. 


Changing 

attributes 

for columns 

and rows 

The calculation has 


As mentioned previously, attributes can be applied to rows and columns 

as well as the Info Worksheet as a whole. The second example looks at 

how advanced attributes can be used for a particular row in the display. 

Several cost items are stored in the example cube, including Product Costs 

and Total Costs. A calculation is used to show how Product Costs 

contribute to the Total Costs figure: 

Prod Cost % = (Product Costs/Total Costs)*100 

For information on how to add a calculation to the Info Worksheet 

display, see How to add a calculation, Page 132. 

The Info Worksheet display has a dollar symbol at the front of each cell 

value. For information on setting a currency symbol attribute for all the 

Info Worksheet cells, see the previous example. 


The calculation shows the percentage, but the dollar symbol is 

inappropriate for the field. The values should be shown with percentage 

symbols and no dollar sign. 

1 Right-clickonthecalculationinthedisplayandchooseEDIT 

ATTRIBUTES from the shortcut menu. 

The Attribute Editor appears. 

2 Click the Number Tab. 

3 Toggle these options on and type the 

proper symbol in the Postfix text box. 

The blank prefix text effectively ‘clears’ the dollar sign from the front of 

the field values. Now the Info Worksheet shows the calculation with a 

percent symbol and no dollar sign. 


Attribute Editor 

options 

There are three Attribute Editor tabs for setting color, font and number 

attributes. Each tab has several options which are explained in the 

sections below. 

When a tab is displayed, the current attribute settings are shown. An 

unchecked box or blank edit field indicates that an attribute has not been set. 

Number Tab 

Use this tab to alter the format settings (like the number of decimal places 

or the triple character) for numbers in the display. 

NOTE: If setting Number attributes for uninitialized or invalid values, 

only the Replace Text option is available. 

Toggle the Plus or Minus check boxes on to explicitly show a plus 

or minus sign in front of positive or negative numbers. The 

defaults are for a minus sign to be shown, but no plus sign. 

Toggle the Bracket On Negative check box on to enclose negative 

numbers in brackets. 

If Auto-Scale is toggled on, a number which overflows the width 

available will be successively scaled by 1000 until either the value fits 

in the width, or the scaling limit of 1 trillion is reached. If this 

succeeds in fitting the value into the field width, the number will 

have the appropriate scaling factor appended, for example ‘K’ or ‘M’. 

Toggle the Triple check box on to use a triple character to break up a 

number into blocks of three characters, and use the corresponding 

drop-down list to specify what this character should be. The 

options are single quote (‘’’), point (‘.’) andspace(‘‘). 

Toggle the Percent check box on to display numbers in percentage 

format. The number will be multiplied by 100 and a ‘%’ will be 

appended. This attribute has no effect on the value stored in a 


cube, only on its representation when displayed. 

Toggle the Prefix Text check box on and enter some text in the text 

box to output the text immediately before the number. The prefix 

text will be output using the same attributes as the number (where 

these apply). This can be used for adding currency symbols, for 

example, ‘£’, ‘$’. 

Toggle the Postfix Text check box on and enter some text in the text 

box to output the text immediately after the number. The prefix 

text will be output using the same attributes as the number (where 

these apply). This can be used for adding currency symbols, for 

example, ‘Pts’, ‘DM’. 

Toggle the Replace Text check box on and enter some text in the text 

box to replace the number. When setting attributes for 

uninitialized or invalid values, this is the only Number attribute 

option available. This could be useful if, for example, you want to 

display all invalid cells as ‘Invalid cell’, by toggling this option on 

and typing the replacement text in the text box. 

Toggle the Decimal Places check box on and enter a number in the 

corresponding text box to specify the number of places to be 

shown after the decimal point. 

Select a character from the Radix drop-down list to specify a 

character to use as the radix (decimal point). The options are point 

(‘.’), comma (‘,’) andspace(‘‘). Specifying space is the same as 

using the default character (‘.’). 

A preview of the format chosen is shown on the bottom right of the tab. 

Font Tab 

Use this tab to set the font details (like the typeface or the point size) for 

displaying data. 


Charting 

Select the Typeface and the Size from the drop-down lists. 

Toggle Bold or Italic on to obtain these styles of rendition. 

Toggle Underline on to underline the value in a data cell. You can 

pick a style of underlining from the Style drop-down list. Toggle 

the Full Width of Field check box on to underline the whole cell. 

Otherwise, the underline will only be under the data value. 

Color Tab 

Use this tab to change the foreground color, background color and 

shading for the display. 

The Select buttons call the standard Windows color picker, so you can 

choose a color. To cancel the color, click Remove, (thenApply or OK). 

Select a sample from the Shading drop-down list to darken a field. Four 

different levels of shading are available to choose from. 

You can display the Info Worksheet data as a chart, which can make it 

easier to spot trends in data and compare different values. 

The Worksheet can display many different kinds of chart, including: 

pie charts, 

line charts, 

histograms, 

XY charts, and 

stacked bar charts. 


Each chart can be fully customized with labels, headings and footnotes 

and more. 

Achartcanbeinthedataarea,likethis: 

It can be free-floating in a separate window, like this: 


Or it can be shown at the bottom of the Info Worksheet window like this: 

When you move the cursor over a chart, each field value is shown in a tooltip: 


How to show data in a chart 

You can display all or part of the data in the Info Worksheet in a chart. 

NOTE: You cannot display the Info Worksheet as a chart when more than 

one dimension is shown in the rows or the columns. 

1 Highlight the row and column fields you want to use in the chart. If 

you do not highlight any fields, all column and row fields will be used. 

In the example below, France and Italy have been selected from the 

column dimension and Dolls Accessories, Collectibles and Electronics 

from the row dimension. 


Figures for 

Spain are now 

shown in the 

chart. 

2 Choose CHART from the View menu or click the GRAPHICS button on 

the toolbar. Once you are displaying a chart, you can click this button 

again to hide the chart. 

3 If you highlight other fields, the chart is redrawn immediately. 


How to show a chart in a different area of the display 

As mentioned at the start of the charting section, you can show charts in 

three areas of the Info Worksheet display: 

1. free-floating (in a separate window), 

2. at the bottom of the Info Worksheet window, or 

3. within the data area (in place of the cell values). 

The tutorial below explains how to select where to display a Info 

Worksheet chart. It assumes that you are already displaying a chart. 

1 Choose ARRANGE CHART from the Window menu. 

The Arrange Chart dialog box appears. 

The display changes to show the chart in the selected location. For 

examples of the three arrangements, see Charting, Page 156. 

How to display a different type of chart 

2 Choose a location 

for the chart. 

By default, the Info Worksheet uses a 3-D bar chart to show your data. This 

is, however, just one example of the many types of charts you can use. 

Here are some of the other chart types: 

pie charts, 

line charts, 

histograms, 

XY charts, and 

stacked bar charts. 

Each of these can be customized. For example, you may want to put your 

own labels on the chart or change the scaling. 


2 Click on a button to 

choose the type of chart. 

The tutorial below explains how to select a different type of chart. 

1 Choose CHART from the Format menu or right-click on a chart and 

choose FORMAT CHART from the shortcut menu. 

The Format Chart dialog box appears. 

This box shows what the chart will look 

like. If it is blank, a chart cannot be drawn 

from the selected data. 

The new chart is then shown in the Info Worksheet display: 

3 Select a 

style from 

this list. 

You can also customize your chart using Seagate Charts, see How to fully 

customize a chart using Seagate Charts, Page 172. 


How to set a chart back to the default style 

How to set a new default style 

By default, the Info Worksheet uses a 3-D bar chart to display your data. 

If you select a different kind of chart, you can change back to the default 

style at any time. 

1 Choose CHART from the Format menu or right-click on the chart and 



2 Click the Custom Tab. 

3 Click Reset to reset the chart back 

to the default style. A prompt box 

appears, asking to confirm the setting. 

By default, the Info Worksheet uses a bar chart to display your data, but 

you can specify a different type of chart to be used as the default. 

1 Display the chart you want to set as the default type. 






How to manage chart templates 

Creating a chart 

template 

4 Click Set to set the chart as default. A prompt 

box appears asking to confirm the setting. 

This box shows the type of chart 

that will be the default. 

When you create this chart in the future, the new default settings will 

be used. 

The Worksheet allows you to create your own chart templates that store 

information about the appearance of charts. These are separate to the 

default chart template described in the previous two sections. 

A template can be saved with the settings for a particular chart, then 

loaded again to use with different Worksheet data. A library of templates 

can be built up, removing the need to recreate each chart - they can be 

loaded straight in. 

1 Display the chart you want to use to create the template. 






Loading a chart 

template 

4 Click this button, then specify 

a file name in the File dialog box. 

This box shows the type of chart the template will be based on. 

Once a chart template is created, you can load it to use with your data. 

The settings from the template are applied to the chart in the Worksheet 

display. 





3 Click this button, then 

choose a template file. 

This shows the type of chart the template will create. 


How to customize the chart axes 

Changing the 

range of the axes 

3 toggle the Auto Range 

check box off, then enter 

the new axis values here. 

You can change the appearance of the axes on your chart in several ways. 

By default, the range of values on each axis is calculated automatically; it 

depends on the data being displayed. You can, however, specify your 

own range of values of an axis. 

For example, the chart below has a bar with a high value that makes 

comparing the lower value bars difficult. It may be undesirable to hide 

the high value bar from the chart, so instead, the Y-axis scale can be 

changed to show the lower values more clearly. 




2 Click the Axes Tab. 


Hiding tick 

labels 

As you can see from this dialog box, the settings for the X-axis and Y2/Z 

axis can be specified in exactly the same way. 

The Info Worksheet chart now shows the lower value bars in more detail, 

making it easier to compare them. The All Products bar has a value outside 

therange,soitcaneffectivelybeignored. 

By default, a value is shown against every tick mark on a chart y-axis. You 

may, however, want to change the display so that a label appears every 3 

ticks, for example, and the others ticks are left without labels. 

In the following example, the y-axis is labeled from 100K to 600K, with 

ticks every 50K. 

In this example, the y-axis will change so that two blank ticks appear 

between each labeled tick. 


There are two blank ticks 

between each label. 





3 Type the value for the number of blank ticks 

between labels in the appropriate Scale box. 

The chart now looks like this: 

NOTE: You cannot change the tick labeling for three-dimensional charts. 


How to customize chart titles and labels 

Showing very 

long field names 

3 Toggle these check boxes on 

to stagger the axes labels, or 

enter the number of lines 

labels can wrap in the edit box. 

Sometimes, fields have long names, and they may overlap each other on 

achart. 

The x-axis labels are overlapping each other. 

The Info Worksheet allows you to stagger the names on the axes, or wrap 

them on to multiple lines. 






Adding new 

titles and labels 

to a chart 

In the example below, the x-axis labels are staggered. 

In the example below, the x-axis labels are wrapped onto two lines. 

You can add your own labels and titles/subtitles to your charts. Unlike 

field labels, which change when a chart is reoriented, your titles and 

labels stay in the same place. 





2 Click the Text Tab. 

3 Type the appropriate information 

in each of these text boxes. 

When a space is inserted into the Footnote field, the footnote on the chart 

is blanked out, leaving just the labels and titles. 

The titles and labels make it easy to see what the chart is showing. 


How to fully customize a chart using Seagate Charts 

The Info Worksheet has a powerful built-in chart editor that allows you 

to customize charts and select further chart types. It has a more 

comprehensive range of options than the Format Chart dialog box 

described in the previous sections. 





3 Click the Chart Editor button. 

Seagate Charts is called. You can then customize your chart using the 

available options. 

For information on how to use Seagate Charts, consult the on-line help 

provided. 


How to drill up and down hierarchies in a chart 

If the child fields have 

children themselves, you 

can drill-down again. 

When a chart displays data from hierarchical dimensions you can drill up 

and down the hierarchies by clicking on the chart. 

NOTE: The row or column dimension must be displayed in hierarchical 

mode to allow drilling. See Drill-down in the Info Worksheet, Page 97. 

1 Double-click on one of the chart fields to drill-down. 

The chart is redrawn to display the child fields: 

You can also drill-up on hierarchies by right-clicking on a field and 

choosing DRILL UP from the shortcut menu. 


Sorting fields in the display 

You can specify sorting to order the values in the Info Worksheet display. 

This can be useful, for example, to rank sales regions according to their 

revenue. Once a sort is specified, it is easy to see which is the most successful. 

You can sort fields or dimensions and up to three sorts can be in place on 

the rows and three on the columns at one time. These are referred to as 

first sort, second sort and third sort. 

A sort will determine the order in which rows or columns are displayed, 

based on the values used for the first sort. If the order cannot be 

determined, the second sort is used, and if this fails, the third sort is used. 

When a dimension is specified for sorting, and descriptions are being 

shown, the descriptions will determine the order. If field names are being 

shown, the field names will determine the order. When fields are 

specified for sorting, the value of the data is used to determine the order. 

All sorts can be ascending or descending. If the sort is on a dimension, 

then fields are sorted alphabetically, with the numbers 0-9 (in that order) 

coming before A-Z. If the sort is on a field, then rows or columns are 

ordered numerically. 

Cells with the values Uninitialized (None) or Invalid are ranked in value 

below any other cells, so they will appear last in a descending and first in an 

ascending sort. If you don’t want these cells to be sorted, use an exclude (see 

Excluding fields from the display, Page 180)toremovethemfromthedisplay. 

Whenasortisspecified,anarrowsymbolisshownonthedimensionor 

field you are sorting on. The arrows for a descending sort simply point in 

the opposite direction to an ascending sort. 

An ascending sort on a row dimension looks like this: 

Here is the sort symbol. 

The descriptions are shown in 

ascending, alphabetic order. 


Performing 

multi-level sorts 

For an ascending sort on a row field, you will see this: 

NOTE: In all cases, the arrow symbol points in the direction of decreasing 

‘value’. 

If you specify a sort on the row dimension, then re-orient the Info 

Worksheet so it appears as the column dimension, the sort will move with 

the dimension. Similarly, if you swap a column dimension with a row 

dimension, the sort will move with the dimension. 

However, the behavior is different for paged dimensions. If you swap a 

row or column dimension with a paged dimension, the sort will be lost. 

The Info Worksheet allows you to perform multiple sorts. 

When a sort is activated, the Info Worksheet will attempt to sort the fields 

or data. If the sort order cannot be determined (where the same value 

occurs more than once), the second sort and, if this is unsuccessful, the 

third sort is used. If none of the sorts can determine the order, the order 

in which fields were defined is used. 

When multi-level sorts are specified, they are indicated by different 

colored arrows: 

Red - first sort 

Green - second sort 

Yellow - third sort. 


Values increase in this direction. 

Promotion There is a ‘promotion’ system for sort keys. For example, where a first sort 

and a second sort are specified, if you delete the first sort, the second sort 

will be promoted to become the new first sort. Similarly, deleting a 

second sort will promote the third sort to become the new second sort. 


Restrictions There are some restrictions for sorting: 

If you are displaying more than one dimension on a row or 

column then there are certain sorts which cannot be performed: 

You cannot sort on this dimension. You cannot sort on the column fields. 

The dimension and field sorts indicated above are trying to sort both 

the measure and yearly dimensions, but with two dimensions 

displayed like this, the order has already been fixed. The shortcut 

menu items for sorting are grayed in these cases. 

A dimension cannot be sorted when it is displayed hierarchically, 

so the shortcut menu items for sorting will be grayed. 

If you have specified a sort on a field which is then hidden by 

changingtheview,thesortonthefieldislost.Thiscouldhappenif 

you collapse a hierarchy containing a field with a sort, or if you use 

the Field Selector. 

A calculation cannot be added to a dimension which has been 

sorted. If you try to do this, you will receive a warning message, 

for instance: 


How to sort on a dimension 

To sort the Info Worksheet display using the field names in a dimension 

as keys, click the right mouse button over a dimension and choose FIRST 

SORT NAMES from the shortcut menu: 

The products are now sorted in 


By default, the sort is performed immediately. This is controlled via the 

Auto Sort option on the options dialog box (available via Tools/Options). 

If this option is deselected, you will need to click the Refresh Now button 

on the Info Worksheet toolbar to sort the display. The button will turn red 

when the display needs updating after a sort has been specified. 


How to sort on a field 

To sort the Info Worksheet display using field values as keys, right-click 

on a field and choose FIRST SORT from the shortcut menu: 

The region fields are now sorted using 

the values for Tropical Treasures. 

By default, the sort is performed immediately. This is controlled via the 

Auto Sort option on the options dialog box (available via Tools/Options). 

If this option is deselected, you will need to click the Refresh Now button 

on the Info Worksheet toolbar to sort the display. The button will turn red 

when the display needs updating after a sort has been specified. 

If the first sort does not determine the order, another sort can be added. 

Intheexamplebelow,theproductsshouldbeorderedusingtheBudget 

values. Unfortunately, Budget contains duplicate values, so a secondary 

sort is used – on Actual – to determine the correct order of the fields. 


Some of the Budget 

values are the same... 

... so a secondary sort 

has been added to 

determine the order. 

How to alter or remove a sort 

NOTE: You can have up to three sorts on the rows and three on the columns. 

To toggle a sort between ascending and descending 

Click on the arrow symbol next to the dimension or field name. 

The sort will toggle between ascending and descending and the arrow 

symbol will change to point in the opposite direction. 

To remove a sort 

1 Right-click on the dimension or field which no longer needs to be sorted. 

You will see a shortcut menu similar to the following (the example 

shows the options for a dimension; the options for a field are similar). 

2 Choose this option to remove the sort 

from the current dimension. All subsequent 

sorts are promoted by one level. 

3 If the Auto Sort option is unchecked in the Options dialog box (available 

via Tools/Options), click the REFRESH NOW button on the toolbar. 


To remove all specified sorts 

You can remove all the sorts that are specified in the Info Worksheet 

display at the same time. 

Choose SORT/REMOVE ALL from the Data menu. 

Excluding fields from the display 

Global and Local 

excludes 

Excludes on 

inner dimensions 

Rows or columns can be hidden in the Info Worksheet display according 

to their cell values, by setting excludes on row or column dimensions and 

on inner dimension fields. When an exclude is activated, it will have the 

following effect: 

On a column heading, the rows for which the condition is true will 

be excluded. 

On a row heading, the columns for which the condition is true will 

be excluded. 

On an inner column field, the rows where the condition is true for 

all cells in the row will be excluded. 

On an inner row field, the columns where the condition is true for 

all cells in the column will be excluded. 

When you set an exclude, you can choose whether it should be global or 

local. A local exclude applies to a particular view and is saved with the 

view. A global exclude applies to all views which a particular user looks 

at and is saved for each user. 

Global and local excludes differ only in their scope; the way an exclude 

condition is applied is the same in both cases. 

When you define a global exclude, it is represented by a symbol (a globe 

with a red cross). The exclude stays on the column or row, regardless of 

which dimension is displayed there. 

If you re-orient the Info Worksheet so that the exclude dimension is 

shownwithanotherdimensiononthesamecolumnorrow,theexclude 

symbol changes (to a globe with a white cross), and the exclude no longer 

has any effect. If the multiple row or column is removed, the exclude will 

take effect once more. 

Where there is more than one dimension in a row or column, you can set 

excludes on inner dimension fields but not the inner or outer dimensions. 

The process of setting the exclude is just as described in the section How 

to exclude fields from a dimension, Page 182. 


Reorienting 

the display 

If you specify an exclude on the row dimension, then re-orient the Info 

Worksheet so it appears as the column dimension, the exclude will move 

with the dimension. Similarly, if you swap a column dimension with a 

row dimension, the exclude will move with the dimension. 

However, the behavior is different for paged dimensions. If you swap a 

row or column dimension with a paged dimension, the exclude will be lost. 

Restrictions There are some restrictions on excludes: 

If you are displaying more than one dimension on a row or 

column, there are certain excludes you cannot perform. 

You cannot exclude on these dimensions.... ...or on the column fields. 

The dimension and field excludes indicated on the previous page are 

trying to exclude both the measure and yearly dimensions, but with two 

dimensions displayed like this the fields to display have already been 

fixed. The shortcut menu items for excluding are grayed in these cases. 

If you specify a condition which results in all the data fields (not 

calculations) in the Info Worksheet being excluded, then no 

exclude will be performed, as the Info Worksheet has to contain at 

least one cell. If you try to do this, on the columns for example, you 

will receive the following warning: 


How to exclude fields from a dimension 

Since the Next Year fields 

contain invalid values, 

they are excluded. 

Use a local exclude on a dimension to exclude fields from that dimension 

that satisfy a given condition. 

1 Right-click on the dimension that contains the fields you want to 

exclude and choose LOCAL EXCLUDE FILTER from the shortcut menu. 

TheLocalExcludeFilterdialogboxappears: 

2 Set a condition for the cells 

you want to exclude. 

The rows or columns which satisfy the exclude condition are 

excluded from the Info Worksheet display. 

This symbol indicates an exclude has been set. 


By default, the exclude is performed immediately. This is controlled via 

the Auto Exclude option on the options dialog box (available via Tools/ 

Options). If this option is deselected, you will need to click the Refresh 

NowbuttonontheInfoWorksheettoolbartoupdatethedisplay.The 

button will turn red when the display needs updating after an exclude 

has been specified. 

How to exclude columns/rows for a field 

Use a local exclude on a field to exclude columns/rows for that field that 

satisfy a given condition. 

1 To exclude columns or rows based on the values of a selected field, 

right-click on the field and choose LOCAL EXCLUDE FILTER from the 


The Local Exclude Filter dialog box appears. In the following example, 

the regions where all Budget figures are less than 1500 are excluded. 

2 Use these check boxes to 

specify the exclude condition. 


Only regions with at 

least one value of 1500 

or greater are shown. 

The columns which satisfy the exclude condition are excluded from 

the Info Worksheet display. 

Here is the exclude symbol. 

By default, the exclude is performed immediately. This is controlled via 

the Auto Exclude option on the options dialog box (available via Tools/ 

Options). If this option is deselected, you will need to click the REFRESH 

NOW buttonontheInfoWorksheettoolbartoupdatethedisplay.The 

button will turn red when the display needs updating after an exclude 

has been specified. 

How to specify an exclude for all Worksheet views 

To exclude certain rows or columns from the Info Worksheet display for 

all of your views, you should use a global exclude. For example, you may 

not want to show any invalid cells. 

1 Click the Set Global Exclude button on the Options dialog box 

(Available via Tools/Options). 


2 Select whether to 

exclude rows or 

columns, and specify 

the exclude condition. 

3 Click OK. 

How to edit or remove an exclude 

The Global Exclude Filter dialog box appears. 

With the settings shown above, rows that contain nothing but invalid 

cells will be hidden from the display. 

Editing a local exclude 

1 Click on the local exclude symbol to call the Local Exclude Filter 

dialog box. 

2 Specify the new settings and click OK. 

Removing a local exclude 

Right-click on the dimension or field which has the exclude and choose 

REMOVE LOCAL EXCLUDE FILTER from the shortcut menu. 

You can remove all the local excludes at the same time by selecting 

Exclude/Remove All (Local) from the Data menu. 

Editing a global exclude 

1 Click on the Global exclude symbol to call the Exclude Filter dialog box. 



2 Uncheck 

these options. 

3 Click OK. 

Removing a global exclude 

1 Click on the Global exclude symbol. 

The Global Exclude Filter dialog box appears. 

Displaying top and bottom values 

You can specify that the Info Worksheet will only display certain extreme 

values from your data. A top/bottom filter will hide fields in the display, 

so that, for example, just the top ten sales values for a product or the three 

months with the poorest cash flow are shown. 

Restrictions There are some restrictions on setting top and bottom filters: 

You can only have one top or bottom filter set in each ‘direction’, 

(one on the rows and one on the columns), and 

You cannot set a top or bottom filter on a row or column if there is 

more than one dimension on it. 

You cannot set a top/bottom filter on 

these columns because there are two 

dimensions shown in these rows. 


The filter indicated above would select fields from the Yearly 

dimension, but the other row dimension also determines what is 

displayed, and so this is not allowed. The shortcut menu item for 

setting top or bottom filters is grayed in this case. 

If the Info Worksheet is re-oriented, all top/bottom filters on fields 

are lost (unless you are swapping row and column dimensions 

with each other). 

How to display top/bottom values for a field 

As an example, the three products which have the top Actual Volume 

values in January of This Year, for the World, are shown. 

1 Right-click on the field you want to set the Top/Bottom filter on, in this 

case, January,andchooseSHOW TOP/BOTTOM from the shortcut menu. 

The Show Top/Bottom dialog box appears. 

2 Specify what sort of 

Top/Bottom filter you want. 

There are four options in the Show Top/Bottom dialog box for displaying 

filtered values: 

Top N items 

Data is sorted in descending order and every line after the Nth 

item is excluded. 

Bottom N items 

Data is sorted in ascending order and every line after the Nth item 

is excluded. 

Top N percent of total value (Pareto) 

Data is sorted in descending order, and if the cumulative value, 

working from the top of the list, exceeds N percent of the sum, 

then all lines below that point are excluded. For example, you 

might want to show which of the top-selling products account for 

50% of your revenue. For more information see How to display top/ 

bottom values using Pareto analysis, Page 189. 


This symbol shows 

the presence of a 

Top/Bottom filter. 

These products 

have the top three 

Volume values in 

January. 

Bottom N percent of total value (Pareto) 

Data is sorted in ascending order, and if the cumulative value, 

working from the bottom of the list, exceeds N percent of the sum, 

then all lines above that point are excluded. For example, you 

mightwanttoshowwhichoftheleast-sellingproductsaccountfor 

50% of your revenue. For more information see How to display top/ 

bottom values using Pareto analysis, Page 189. 

3 Click OK. The Info Worksheet now looks like this: 

By default, the top/bottom filter will be actioned immediately. This is 

controlled via the Auto Show Top/Bottom option on the options dialog box 

(available via Tools/Options). If this option is deselected, you will need 

to click the Refresh Now button on the Info Worksheet toolbar to update 

the display. The button will turn red when the display needs updating 

after a top/bottom filter has been specified. 

You can combine top or bottom filters for both rows and columns, 

although you cannot specify a top or bottom filter for more than one row 

or column field at a time. 

In the example below, a second top/bottom filter has been set; this time 

on All Age Groups, to show the top 4 months results. The Worksheet now 

showstheseresultsaswellasthetopthreeproductsforJanuary, as 

specified by the previous top/bottom filter. 


These values satisfy both conditions. 

If January had not been one of the top four months for All Age Groups,the 

condition on it would have been lost and the Info Worksheet would have 

shown all of the products. 

How to display top/bottom values using Pareto analysis 

There are two options available for displaying filtered values using Pareto 

analysis: ‘Top N percent of total value’ and ‘Bottom N percent of total value’. 

Both of these may be selected from the Show Top/Bottom dialog box. 

1 Right-click on the field on which you want to set the Top/Bottom 

filter, in this example, January, and choose SHOW TOP/BOTTOM from 


The Show Top/Bottom dialog box appears: 

2 Select one of these options 

for Pareto analysis. 


Together, these products form 

40% of the total for January. 

In this example, the top 40% of the January figureswillbeshowninthe 

Info Worksheet display using the Pareto analysis method. 

3 Click OK. The Info Worksheet display now looks like this: 

NOTE: Usually, Uninitialized and Invalid cells are ranked in value below 

any other cells. When performing Pareto analysis, however, they count as 

zero. This means that, for a Top Pareto analysis, these cells are always 

excluded, as they come last in an descending ordering, while for a Bottom 

Pareto analysis, they are always included, as they come first in a 

ascending ordering. Note that you can automatically exclude these cells 

(see How to exclude fields from a dimension, Page 182). 

How to edit or remove a top/bottom filter 

Editing a top/bottom filter 

1 Click on the top/bottom filter symbol to call the Show Top/Bottom 

Filter dialog box. 


Removing a top/bottom filter 

Right-click on the field which has the top/bottom filter set, and choose 

CANCEL SHOW TOP/BOTTOM from the shortcut menu. 

The Info Worksheet is returned to state before you set the Top/Bottom Filter. 


Exporting data from the Info Worksheet 

You can save Info Worksheet data to Lotus 123 or Microsoft Excel files, and 

you can use copy and paste to transfer data to these and other applications. 

This is useful, for example, if you have users who are very familiar with 

these products and want to use them to add further value to their data. 

How to save Info Worksheet data to a spreadsheet file 

You can save your Info Worksheet data in a format that can be viewed as 

a spreadsheet in Excel or Lotus 1-2-3. 

The Info Worksheet should be set up to show the data you want to export. 

Any calculations should be performed beforehand. 

1 Highlight all the cells you want to save (export) by clicking and 

dragging the mouse. If you make no selection, the whole slice of data 

which you are viewing will be exported. 

2 Choose EXPORT TO EXCEL/LOTUS from the File menu. 

The Save to Spreadsheet File dialog box appears. 

3 Click the Choose button 

and select a spreadsheet 

file or specify a new file 

name in the File dialog 

box that appears. 

If you are creating a new file, choose the type of spreadsheet file to 

create from the File Type to Save to list. 

If you are exporting to Excel 97, Excel 7, version 5.0 or Lotus 

version 4.0, you can select a sheet name that will contain the data. 

If the file you are exporting to already exists, the sheet names will 

be extracted automatically. If the file is new, however, the sheet 

names will be Sheet1, Sheet2, andsoonforExcel,andA, B, andso 

on for Lotus. 

4 If no cells were selected, you will be asked whether you wish to save 

all the data. 


The data and orientation information is saved. 

Two named ranges are added to your workbook, one for the data and 

one for the orientation information. Both are visible in the application, 

asshowninthefollowingexample. 

How to paste Info Worksheet data into other applications 

Special cell 

values 

5 Click Yes to save the data or 

No to return to the Save to 

Spreadsheet File dialog box to 

select Cancel and make another 

selection of cells to save. 

You can copy and paste data from the Info Worksheet to other Windows 

applications. You can choose whether special cells and cell values 

(invalid, uninitialized and null) are replaced with descriptive text and 

whether field names are copied with the data. 

In the Info Worksheet display, special cell values are either shown as 

blank or replaced with special text, specified with the Attribute Editor. 

However, when you copy and paste these cells into other applications, by 

default, they keep their actual cell values. You may, however, want 

descriptivetexttobeplacedinthesecellsinstead. 


Performing the 

copy and paste 

To use the standard replacement text for invalid, uninitialized or null cells: 



2 Toggle this option on. 

When you copy and paste cells from the Info Worksheet, the replace text 

for null, invalid or uninitialized cells will be used. 

For information on specifying the replace text for special cell values, see 

Attribute Editor options, Page 154. 

1 Highlight the cells you want using click-drag (or CTRL-A to select all 

cells). If you don’t selectanycells,itisassumedyouwanttocopy 

just the highlighted cell. 

2 From the Edit menu, choose either COPY or type CTRL-C (to copy just 

the selected data) or COPY SPECIAL (to copy the data and the row, 

column and section field information). 

3 Open the other application, move the cursor to the required position, 

and choose PASTE from the Edit menu or type CTRL-V to insert the 

copied data. 

NOTE: The additional information, (field names, and so on) copied when 

using COPY SPECIAL, can only be pasted into Microsoft Excel. 

The following example shows what a selected range might look like when 

pasted into Excel using COPY SPECIAL and PASTE. 


Data cells are pasted here 

along with their column 

and row headings. 

Section dimensions and 

fields are pasted here. 

Printing 

NOTE: There is a 64 Kilobyte limit on the size of clipboard data. If this 

limit is exceeded, the Info Worksheet will cut down the selection until it is 

small enough to fit. 

You can print the Info Worksheet display to create useful hard copies of 

your data. You can choose whether elements of the display, like charts or 

calculations are included, and you can add a title to make your printouts 

easy to organize. 

How to set up the printer or choose another printer 

1 Choose PRINT SETUP from the File menu. 

2 Change the printer options or select a different printer from the 

standard Printer Setup dialog box. The available printers and options 

will vary according to the printers you have installed. 


How to set the printing options and print the data 

3 Select which 

area to print. 

4 Select any other 

details you want. 

Printing with the current settings 

You can print the Info Worksheet data according to the current print 

settings by clicking the PRINT button on the Info Worksheet toolbar. 

Changing the print settings 

You can specify which parts of the Info Worksheet display you want to 

print. For example, you may want to print a chart as well as the tabular 

data, or simply switch off the gridlines between the cells. 

These settings are kept for the next time you click the PRINT button on the 

Info Worksheet toolbar. 

1 To print just some of the cells in the display, highlight them first. If 

you don’t do this, all the cells will be considered for printing. 

2 Choose PRINT from the File menu. The Printing dialog box appears. 

5 If required, click this 

button to change the 

layout of the items on 

the printed page. 

Print Area 

these options control which area of the data is to be printed. If 

some cells were selected before the Printing dialog box was 

displayed, the Selected Area option will be available. 

⎯===Visible area 

prints the area of the Info Worksheet currently displayed on 

the screen. 

Note that the area is actually determined by the size of a single sheet of 

paper and the selected fonts. 


⎯===The print will start at the currently displayed top left cell in the 

Info Worksheet and print until the data is complete, or the 

right margin or bottom margin is reached. 

⎯===Selected area 

prints the selected cells. Cells should be selected before 

choosing the Print option, and are selected by clicking and 

dragging with the mouse. This option will only be available if 

some cells have been selected. 

⎯===Entire area on multiple pages 

when this option is selected all the Info Worksheet data in the 

row and column dimensions for the currently selected paged 

dimensions will be printed. This will use multiple pages, where 

necessary. If you would like to have the field names included on 

each page you should make sure that the Field Names On Each 

Page option is selected in the Page Layout dialog box. 

Details 

these options control the additional information to be printed with 

the data. 

⎯===View 

when toggled on, the printout will include the column and 

row fields and the data. 

⎯===Summary 

when checked, the printout will include the name of the cube 

and the view, along with information about the row, column 

and section dimensions in the display. 

⎯===Calculations 

when this option is checked, all the Info Worksheet 

calculations (and their definitions) will be included on the 

final page of printed information. 

⎯===Chart 

When this option is checked, the chart is included in the printout. 

6 If you clicked Page Layout, make any changes you require in the Page 

Layout dialog box. 


Title 

when a Title is specified, it appears centered at the top of each page 

of the printout. Click the Font button to call the standard Windows 

font dialog box and specify a font for the title. 

Show Section 

toggling Show Section on will display the section settings, (i.e., the 

current setting of the paged dimensions), on the bottom left of each 

page of the printout. When Show Section is toggled on, you can 

enter the number of columns you want this displayed in (the 

default, 0, displays all the settings on one line). 

Page Numbers 

with this option toggled on, page numbers are printed on each 

page. The number is placed centrally at the bottom of the page. 

Print Date 

with Print Date toggled on, the day’s dateisprintedonthetop 

right of each page of the print-out. 

Field Names On Each Page 

with this option toggled on, the row and column field names will 

be repeated on each page of output. This option is only used when 

the Info Worksheet data is printed on multiple pages. 

Show Gridlines 

with this option toggled on, gridlines will be printed for all the 

data, as well as for the row and column field names. 

Color Field Names 

with this option toggled on, the print will use the selected color for 

the background of the row and column field names. It might be 

wise to use a light color (gray, for example) when printing on a 

black and white device, so that the field names are not obscured. 

Draw Border 

with this option toggled on, a border will be printed around the 

row and columns field names and the outline of the data. If you 

wish to have full gridlines, select the Show Gridlines option. 

Choose Color 

this option calls-up the standard Windows color selection dialog 

box, to allow a color to be selected for the row and column field 

output. 

7 In the Printing dialog box, click Print. 

A progress dialog box appears, informing you of progress through 

the print job. 

NOTE: In addition to the settings in the Printing dialog box, the Info 

Worksheet display attributes are used whenever possible, when printing. 

You should bear this in mind when setting the attributes for the display, 

as these will affect the printed output. For information on attributes, see 

Formatting the display using attributes, Page 137. 


Creating reports 

How to create a report 

You can create reports, based on the data shown in the Info Worksheet. 

These reports can be edited using the powerful features of the Info Report 

Designer, then distributed to users. 

1 Set the Worksheet display to show the data you wish to include in 

the report. 

2 Click the GENERATE REPORT button on the toolbar. This calls Seagate 

Crystal Reports. 

Refer to the Creating and Updating OLAP Reports chapter of the Seagate 

Crystal Reports User’s Guide. This chapter will explain how to use the 

OLAP Report Expert to specify the details for your report. 

Overview - Info Worksheet for Java 

The Info Worksheet for Java runs within a web browser and presents a 

spreadsheet-like display of the data in a cube. It can be accessed both via 

the Internet and corporate intranets and runs in any browser that 

supports Java plug-in. 

You can use the Worksheet to examine any part of the cube, from any 

point of view. You can explore the data in an ad-hoc manner and use 

sorting and excluding to add further value to your data. 

There is also a powerful charting facility, which helps you spot trends in 

your data more easily, and makes your figures look more presentable. 

This section is intended for end users who are interested in exploring the 

data in OLAP cubes. It is probably the case that the data cubes have 

already been created and the objective is to extract the important 

information and put it into a presentable form. 

NOTE: If you are unfamiliar with the concepts involved in OLAP analysis, it 

is recommended that you refer to the introduction chapter or the glossary 

in the Cube Design Guide before trying to use the Info Worksheet for Java. 


How do I start the Info Worksheet for Java? 

The performance 

measures are shown 

here as column fields. 

The regions are listed 

here as row fields. 

The remaining 

dimensions are paged. 

You can call the Info Worksheet for Java from the Info Desktop for Java 

by right-clicking on a cube instance and selecting VIEW OUTPUT from the 


NOTE: To learn how to create your own cube, refer to the Cube Design 

Guide. To learn how to schedule a cube to create an instance or how to 

create an open cube object see Scheduling Info Objects, Page 49. 

The Info Worksheet for Java displays the cube fields and data. 

The Toys example cube is shown below. 

A good way to get a feel for the features of the Info Worksheet for Java is 

to follow a business example. This chapter includes an example before 

describing each of the features in detail. 


Example: Which product has made the most profit this year? 

This section shows how the Info Worksheet for Java can be used to solve 

a real business problem. 

Consider the problem of a toy manufacturer, who wants to know which of 

hisproductscontributedmosttothesuccessofhisbusinessthisyear.Thisis 

just the kind of question the Info Worksheet for Java is designed to answer. 

Toys are grouped according to the ages of the children they are designed 

for. The manufacturer wants to know which age group makes the most 

revenue for the company. And within that age group, which toy is the 

most successful. 

First, decide on the performance measure: Revenue will be fine for the 

example. You could, of course, choose another, such as Volume or Margin. 

Following on from the previous picture, the display can be changed to 

show the Revenue figures instead of those for Margin. 

Click here to select Revenue 


Click-drag products 

over to region to swap 

them. 

Use the Field Selector 

to highlight just the age 

group fields. 

Next, re-orient the display to show the products as rows. 

There are two top-level groups in the products dimension. The All Products 

group can be hidden, so just the age groups are shown. 


Click on Actual, then click 

the Graphics button. 

Now the display shows the product groups, its time to find out which of 

them generates the most Revenue. 

Looking closely at the numbers is not the easiest way to spot the largest 

value – viewing the data in a chart makes this much easier. 

It is clear that one of the groups generates much more Revenue than the 

others. This group is Boys Age 8+. If you want to see just how much the 

revenue figure is, you can set a option to display the values on the bar 

chart, see How to display data values on charts, Page 252. 

The most profitable group has been found, but which toy in this group 

contributes the most to its success? 


First, use the Field Selector to change the display to show just the Actual 

Boys Age 8+ fields. 

Now, use a sort to show the product with the highest revenue. 

2 Click on the arrow to change 

the sort to descending. 

1 Right-click on Actual and select 

First Sort from the shortcut menu. 


From this display, it is clear that Ambulance Set, withaRevenue value of 

over four million, is the best performing product. 

The Info Worksheet for Java has facilities for arranging the display of 

figures, including sorting (as you have just seen) and excluding of fields 

according to their value. These are covered in detail in later sections. 

The Info Worksheet for Java window 

General 

appearance 

Row dimension 

Row fields 

Paged dimensions 

Status bar 

The following is an example of the Info Worksheet for Java display. 

Resetting the display 

You can reset the display back to when it was first opened, by clicking the 

REFRESH/RELOAD button on your browser toolbar. 

Status Bar 

Column field 

Column dimension 

There is a status bar along the bottom of the window which keeps you 

informed of its progress through a task. For longer tasks, a progress bar 

may be displayed. 



Terminology 

Cubes store data in a structured way which logically represents a 

particular business issue or problem. This representation consists of a 

number of dimensions. In the picture above, the dimensions are region, 

yearly, products, measure, line_Item,andmonthly. Each dimension is 

composed of a number of fields. The fields in the measure dimension here 

are Budget and Actual. A field can be identified by a short code, its field 

name and an optional description. 

In the Info Worksheet for Java, a dimension which is shown down the 

left-hand side of the display is a row dimension; the one shown across the 

top of the display is a column dimension. 

If the cube being viewed consists of more than two dimensions, the 

remaining dimensions will be shown as paged dimensions across the bottom 

of the screen. Displayed next to each paged dimension is a field from it. In the 

previous example, the Actual field from Measure is displayed. 


Sometimes a cube contains special uninitialized or invalid cells. Also, cells 

can contain special values, called null values. 

The best way to understand these terms is to look at some examples: 

Say you create a cube that can hold a year’s worth of data for some 

products. If you only have three month’sdatainyourcube(butthe 

space for nine month’s more), your cube will have some ‘gaps’ for the 

remaining months. The Info Worksheet calls these uninitialized cells. 

Say you have some expenses that you’ve budgeted for: electricity 

and heating and some others which you do not wish to budget for: 

sundries. In your cube there will be budget cells with values for the 

first two, but no cell (or value) for the third; no sundries cells will 

actually exist. The Info Worksheet calls these invalid cells. 

Say you have a field called x in your cube that derives its value by 

dividing y by z. Ify and z are zero, then the value of x will be 

equivalent to zero divided by zero. The Info Worksheet classifies 

this as a null value. 

Multiple dimensions 

The Info Worksheet for Java can ‘stack up’ dimensions to show more than 

one dimension in a row or column. A maximum of four dimensions in the 

rows and four in the columns can be displayed in this way. 

When dimensions are displayed like this, the one nearest the cells is 

called the inner dimension and any others are called the outer dimensions. 


Region is an inner dimension; yearly and monthly are outer dimensions. 

Drill-down in the Info Worksheet for Java 

Dimensions may include consolidated fields. For instance, the region 

dimension has a field for Europe which is the total of UK, France, Spain, 

and so on. If a dimension is hierarchical, the Info Worksheet for Java can 

either show the hierarchy information, or just show the dimension as 

being ‘flat’, where all the fields in the dimension are shown. 

You can tell immediately which fields are parent fields in a hierarchy, 

these fields will have a plus sign next to them. 


This symbol shows there are more fields ‘underneath’ All Age Groups. 

Clicking on the plus sign next to All Age Groups expands the hierarchy 

(this is called drilling-down). The button changes to a minus sign (which 

allows the hierarchy to be collapsed again). 


This button shows 

that the fields under 

All reps are being 

displayed. 

As you can see, you could drill-down further. For example, you might 

want to see exactly which products are grouped under Boys Age 5-8, and 

why that group of products shows lower values than the others. To do 

this, click the plus button on the Boys Age 5-8 field. 

Here is an example of drilling-down using the Craze sample database: 

NOTE: Drill symbols are shown only if: 

the dimension contains a hierarchy, 

the dimension is displayed in hierarchical mode 

The following icons are shown next to a dimension and represent the 

display mode for that dimension: 

The fields are shown fully-expanded, in a ‘flat’ view, with no hierarchical 

icons. Clicking this icon will toggle the dimension into hierarchical mode. 

The fields are shown in hierarchical mode, with hierarchical icons. 

Clicking this icon will toggle the dimension into flat mode. 

When a view is first opened, any hierarchies will be displayed fully collapsed. 

There are other symbols in the Info Worksheet for Java which can appear 

next to fields or dimension names: 

Indicates the presence of a sort. 

Indicates the presence of an exclude. 

These features are explained fully in later sections. 


Menu Bar 

File Menu Commands 

The Menu Bar is the command center of the Info Worksheet for Java. Each 

option on the Menu Bar activates a drop-down menu of commands, 

grouped according to function. 

The File Menu includes commands to open, save and print views and exit 

the Info Worksheet for Java. 

Open Use the OPEN command to open another view. The current view will be 

closed. 

Save View Use the SAVE VIEW command to save any changes made to the current 

view, including changes to the attributes for part of the display. If the 

view has not been saved before, a prompt will ask you to name it. 

Save View As Use the SAVE VIEW AS command to save the current view under a new 

name. A prompt will ask you to name the new view. 

Print Use the PRINT command to print data from the current view. 

Edit Menu Commands 

The Edit Menu contains commands to select all the data in the display 

and call the Options dialog box. 

Select All Use the SELECT ALL command to select all the cells in the display. 

Options Use the OPTIONS command to display a dialog box for setting general 

Worksheet display options. You can choose where charts are displayed, 

allow charts to be edited and set the display style of the Worksheet 

window. You can also specify that exclude filters remain set, even when 

the display is re-oriented. 

Filter Menu 

The Filter Menu commands allow you to manage the sort and exclude 

filters set in the Worksheet display. 


View Filters Use the VIEW FILTERS command to display a list of sort and exclude filters 

set in the Worksheet display. These can then be deleted if necessary. 

Remove All Sorts Use the REMOVE ALL SORTS command to delete all the sort filters specified 

in the Worksheet display. 

Remove All 

Excludes 

Charting Menu Commands 

Show Chart/ 

Hide Chart 

Use the REMOVE ALL EXCLUDES command to delete all the exclude filters 

specified in the Worksheet display. 

The Charting Menu allows you to display Worksheet data in a chart. 

The SHOW CHART command allows you to display all or part of the 

Worksheet data in a chart. Once this option has been selected, it is replaced 

with the HIDE CHART option, which allows you to hide your chart. 

The Info Worksheet for Java toolbar 

The options available on the toolbar are: 

Moves backward through the steps taken in the Worksheet. 

Moves forward through the steps taken in the Worksheet. 

Opens a view. The Choose View dialog box appears. 

Saves the view. If the view has not been saved before, the 

Input dialog box appears. 

Prints the Worksheet data. 

Displays the data in a chart. Click it again to hide the chart. 

Calls the Attribute Editor. 


How to open the Info Worksheet for Java 

You can call the Info Worksheet for Java from the Info Desktop for Java. 

1 Right-click on the cube instance you want to view and choose VIEW 

INFO WORKSHEET from the shortcut menu. 

The Info Worksheet for Java appears, displaying the selected view of 

the cube. 

You can also choose the view you want to look at, then click the VIEW 

buttonontheInfoDesktoptoolbar. 

How to save a view of the Info Worksheet for Java 

The current settings are saved by selecting either SAVE VIEW or SAVE VIEW 

AS from the File menu, or clicking the Save button. 

Save View 

Select SAVE VIEW from the File menu or click the SAVE button to save the 

settings to the current view. 


Save View As 

How to open a different view 

How to resize columns 

1 Choose SAVE VIEW AS from the File menu. This option allows the 

settings to be saved to a different view. 

3 Click OK. 

1 Choose OPEN fromtheFilemenu,orclicktheOPEN button. 

TheChooseViewdialogboxappears. 

3 Click OK. 

2 Enter a name for the View. 

2 Highlight a view on this 

list. 

NOTE: You can not have more than one view in the Info Worksheet for 

Java at one time, but you can open multiple copies of your browser and 

connect to the Java Worksheet in each one. 

You can change the width of individual columns in the display using 

click and drag. This is useful, for example, when some columns contain 

values just a few characters wide, while others contain very large 

numbers.Thedisplaycanbeadjustedsobothareeasytoread. 


NOTE: You can only resize columns for the column dimension fields. The 

row dimension field columns cannot be resized. 

2 Click and drag the line to its new position. The column is adjusted 

automatically to the new width. 

Changing the look of the display 

This section describes how to choose different display styles for the 

Worksheet window and how to show or hide the buttons that appear next 

to dimensions in the display. 

How to select different display styles 

1 Move the mouse over one of the column grid lines. 

You can change the appearance of the Info Worksheet for Java window 

and buttons, using three different display styles. 

1 Select OPTIONS from the Edit menu. 

The Worksheet Options dialog box appears. 

2 Click the Other Tab. 


The display changes to show the new style. 

This is the CDE/Motif display style: 

3 Choose a display 

style from this 



How to show or hide dimension buttons 

1 Choose OPTIONS from the Edit menu. 


2 Click the Other Tab. 

3 Toggle this option on or off to show or 

hide dimension buttons. 

Re-orienting the Info Worksheet for Java 

This section describes how to rearrange the Worksheet display to show 

different dimensions on the rows and columns. 

To view a different ‘slice’ of the data (for instance, to view products against 

line_items rather than products against regions), the dimensions can be 

switched (or ‘re-oriented’). You can click-drag one of the dimension 

names over to the name you want to swap it with. The display will then 

be re-drawn in the orientation specified. 

NOTE: If your cube contains only one dimension, you will not be able to 

re-orient the display. 


Movement 

cursors 

When you click and drag dimensions to different areas of the Worksheet 

display, the symbol next to the cursor changes to indicate the action being 

carried out or if the move is invalid. 

The dimension can not be dropped at this position. 

Swap the dragged dimension with the other dimension. 

Place the dragged dimension to the right of the other 

dimension. 

Places the dragged dimension to the left of the other 

dimension. 

Places the dragged dimension beneath the other dimension. 

Places the dragged dimension above the other dimension. 

How to re-orient the Info Worksheet for Java 

Swapping the row or column dimensions 

The example below shows how to swap the current row dimension with 

one of the paged dimensions in the display. 

You can use click-drag to swap dimensions or you can choose dimensions 

to swap using right-click menus. Examples of both methods are shown. 


1 Click-drag next to 

the Field Selector 

button. 

2 The dimension name 

moves and the ‘no 

parking’ sign appears, 

meaning it cannot be 

dropped. 

3 When the cursor 

changes to the ‘swap’ 

symbol, release the 

mouse button. 

Click the double arrow 

icon and select one of the 

other dimension names 

from the list. 

In this example, the display is re-drawn to show products and region as 

row and column dimensions, and yearly, monthly, measure and line_item as 

paged dimensions. 


Click the plus icon 

and select one of the 

other dimension 

names from the list. 

In this example, the display is redrawn to show yearly and region as row 

and column dimensions, and products, monthly, measure and line_item as 

paged dimensions. 

Displaying multiple rows or columns 

You can show more than one dimension as rows in the display. 


The display now looks like this: 

Selecting fields for display 

You can remove a dimension from a row or column and make it a paged 

dimension, by clicking this icon. 

You can change order of the dimensions on a column or row, by clicking 

the arrow icons. 

Notice that during re-orientation, a progress bar is displayed, because a 

large amount of data is being requested to fill the re-oriented display. 

Multiple dimensions in the columns can be displayed in exactly the same 

way, and you can also click-drag dimensions to display more than one on 

acolumnorrow. 

NOTE: The Info Worksheet for Java can display a maximum of four 

dimensions in the rows and four in the columns. 

NOTE: When a view is saved, the Info Worksheet for Java ‘remembers’ 

the display choices. The next time that view is displayed, the data will be 

shown in the same orientation as when it was saved. 

The Field Selector has a comprehensive number of features for choosing 

fields, including multiple selection and search functions. It can be used to: 

select fields to display in the rows or columns of the display, or 

select an individual field to show from a paged dimension. 


1 To call-up the Field Selector, click on the SELECT FIELDS button next to 

a dimension, or right-click on the dimension name and choose a field 

selection option from the shortcut menu. 

You can use the Multi Field Selector to choose any number of fields 

for display in a column or row dimension, and you can use the 

Single Field Selector to pick a field from a paged dimension. 

The Select Multiple Fields dialog box appears. 

Search field. 

2 Click on a field in the list to select it. (In this example, the field Micro 

Count is selected). When you click OK, thedisplaywillberedrawn 

with the new orientation. 

When a Field Selector is called-up, the dimension is displayed using 

descriptions (if they have been defined); you can change the display to 

show field names by clicking this button. 

The Field Selector toolbar 

ThetoolbaratthebottomoftheFieldSelectorallowstheappearanceof 

the display to be changed. 

Collapse/Expand hierarchies 

Collapse the displayed hierarchy by one level. 

Expand the displayed hierarchy by one level. 

These numbers show 

the number of fields 

displayed out of the 

number available in 

the dimension (in this 

case, 70 out of 70). 


These buttons are grayed if the dimension is not being displayed 

hierarchically. 

Modifying selections 

Click these buttons to modify a selection. These buttons are grayed in the 

single Field Selector. 

Display modes 

Click to cycle through the three display modes. The button changes 

appearance as you do this. 

For a dimension with no hierarchy, the last of these options is not available. 

Field display 

Deselects all fields in the dimension. 

Selects all fields in the dimension. 

Toggles the current field selection. 

The dimension is shown flat. Click this button to sort the 

fields in alphabetic order. 

The dimension is shown flat, with the fields in alphabetic 

order. Click to show the fields hierarchically. 

The dimension is shown hierarchically. Click this button to 

change to a flat display. 

Click to toggle between displaying descriptions and field names. The 

appearance of the button changes throughout this process. 

Descriptions are displayed. Click this button to display the 

field names. 

Field names are displayed. Click this button to display 

descriptions. 


Special Selections 

The six buttons on the right of the Field Selector can be used to make 

special selections. 

Select top level fields in the 

hierarchy. 

These buttons are grayed in the single Field Selector, or if the dimension 

has no hierarchies. 

Search field 

How to show or hide fields 

Select children of the 


Move selection to children 


Select base level fields in the 

hierarchy. 

Select parents of the current 

selection. 

Move selection to parents of 


This field allows you to search for fields in a dimension by either field name 

or description. Simply type a search string into the search field and the 

Field Selector will immediately display the fields which match the string. If 

the fields are displayed using field names, the field name is matched. If 

they are displayed using descriptions, the descriptions are matched. Once 

a field list has been filtered, the ones you want can be selected. 

The ‘?’ (single character) and ‘*’ (multiple character) wildcard symbols 

may be used in the search string. Here are some examples: 

Elec* Find fields starting with ‘Elec’, like ‘Electronics’. 

*land Find fields ending with ‘land’, like ‘England’ or 

‘Scotland’. 

?ame Search for all four letter words ending with ‘ame’, 

like ‘game’ or ‘fame’. 

Use the Field Selector to select the fields that should be displayed in the 

Info Worksheet for Java. The example shows the multi Field Selector, but 

the single Field Selector is very similar. 

1 Click the SELECT FIELDS buttonnexttotheroworcolumndimension 

name to call-up the multi Field Selector. 


2 Highlight the fields 

you want from this list. 

Search for fields by name 

by typing here. 

The Select Multiple Fields dialog box appears. 

Use these buttons to 

alter your selection. 

You can select fields by click-drag as well as single click. Clicking Cancel 

at any point will close the Field Selector and the current selection of fields 

will not be changed. If you are making a complex selection, click Expand 

to see what has been selected. 

This is the current selection. 


3 When you click OK, the display is refreshed to show your selection. 

How to change the paged dimension fields 

Moving through the fields one at a time 

The paged dimension field can be changed using a spin button, as shown 

below. 

Click to move backwards through the fields. 

Click to move forwards through the fields. 

Selecting paged fields using the Field Selector 

If a dimension is large, it is easier to use the standard Field Selector to 

select single fields from the paged dimensions. 

1 Click the SELECT FIELDS button next to the paged dimension to select 

another field. 


Formatting the display 

The Select Single Field dialog box appears. 

2 Select the 

required field, or... 

use the search 

field or toolbar to 

help find the field 

you want. 

3 Click OK. 

The Info Worksheet for Java is displayed with the newly chosen field 

as a paged dimension field. 

You can use attributes to control the appearance of data in the Java 

Worksheet. They can be attached to individual columns or rows, or the 

display as a whole. You can also apply attributes to cells whose values fall 

within a certain range. So, for example, you could set an attribute to show 

the best sales figures with a red background. Here are some examples of 

uses for attributes: 

Highlighting sales figures in bold to show where targets have not 

been met. 

Color coding cells, so that low, medium and high figures are 

shown with differently colored backgrounds. This is called Traffic 

Lighting. 

The attribute settings are stored when the view is saved, so the display 

will be identical when you load it again. 


Default 

attributes 

Setting 

attributes: 

an overview 

NOTE: You can not use attributes to change the appearance of row or 

column dimension names, the cursor or the edit box. 

If attributes have not been set for a particular view, these default 

attributes are used: 

Arial font with a size of 10 point, 

two decimal places, 

uninitialized cells are displayed as ‘None’, 

invalid cells are displayed as blank, and 

figures are shown in black with a white background. 

Formatting the display has three main stages: 

1. Choosing which cells in the display to the attributes apply to: either 

selected rows/columns or the Java Worksheet as a whole. 

2. Specifying which kinds of cells or values the formatting will affect. 

Youdothisbycreatingarangewithoneofthesetypes: 

GENERAL – all values in the display are affected. 

between – all values between the upper and lower limits you 

specify are affected. 

positive – all positive values are affected. 

negative – all negative values are affected. 

uninitialized – all uninitialized values are affected. 

null – allnullvaluesareaffected. 

invalid – all invalid values are affected. 

NOTE: For an explanation of uninitialized, null and invalid cells, see 

Special cells and cell values, Page 96. 


Add and remove ranges 

and set their type. 

List of ranges. 

3. Choosing the colors and fonts to use when the values are shown in 

the Java Worksheet. 

The Attribute Editor is the tool which you use to do this for the Java 

Worksheet. You can use it to select the colors and fonts you want each 

range to have. 

Attributes set for the currently 

selected range. 


Defining 

new ranges 

Adding Traffic 

Lighting 

The Attribute Editor 

adds the Traffic Lighting 

ranges to the list of 

current ranges. 

You can then customize the 

formatting to produce the 

effect you want. 

You can also define new ranges in the Attribute Editor. 

This range has just been added. 

The display is refreshed to show the effect of your new range. 

Use these 

controls to 

choose the 

colors and fonts 

for your range. 

Traffic Lighting, which allows you to see which figures are above or 

below expectations, can be added to the Worksheet display. The Attribute 

Editordoesthisbycreatingthreeranges– a low range, medium range 

andhighrange,allbasedonanupperandalowervalueyousupply. 


It may be the case that two conditions ‘overlap’ (two or more conditions 

include the same values). This means that the attributes for one condition will 

be used in place of another, when a value existsin more than one condition, see 

How to manage two conditions that reference the same cells, Page 145. 

How to format the whole Java Worksheet display 

This section explains how to format the cells in the Java Worksheet 

display. The settings will affect the Java Worksheet as a whole. 

If you want to format particular rows or columns (as opposed to the 

whole Java Worksheet), see How to format specific columns or rows, 

Page 230. 

1 Make sure nothing is selected in the Java Worksheet display. Use 

Ctrl-click to deselect fields, if necessary. 

2 Call the Attribute Editor by clicking the toolbar button. 

3 Choose the 

color and font 

you want and 

click OK. 

The GENERAL range will color the Java Worksheet cells, regardless of 

the value. 


TheresultsofyoursettingsareshownintheJavaWorksheetdisplay. 

How to format specific columns or rows 

The color attribute effects all the cells 

in the Java Worksheet display. 

This section explains how to color specific rows or columns in the Java 

Worksheet display. 

1 Highlight the columns and rows you want to format. You can use 

Ctrl-click and Shift-click to make multiple selections. 

2 Call the Attribute Editor by clicking the toolbar button. 


Only the selected 

rows and columns 

are affected. 

3 Select the font and colors you want the 

rows and columns to have, and click OK. 

The results of your settings are shown in the Java Worksheet display. 


How to define a new range 

2 Expand Source and Range. 

4 Select the type of range 


5 Define the fonts and 

colors you want the range 

to have, and click OK. 

Toapplyattributestoarangeofvalues(ortypeofvalue)whichisnot 

already listed in the Attribute Editor, define a new range. 

1 Call the Attribute Editor. 

3 Click Add. 

In the following example, the products with revenue figures between 

$50,000 and $100,000 will stand out clearly from the rest. 


How to delete a range 

Any conditions defined in this way are kept when you save the Java 

Worksheet view. 

If you no longer want to use a certain range, use the Attribute Editor to 

delete it. 


2 Select All ranges from this drop-down list, 

or select a range from the list box below. 3 Click Remove. 

How to manage two ranges which reference the same cells 

It may be the case that two ranges ‘overlap’. In other words, they both 

reference the same cells in the Java Worksheet. 

For example, you may have one condition for highlighting figures that 

are performing poorly (Revenue is less than $400,000). You may then 

decide to add a second condition to show figures that are performing 

slightly better than the first set (Revenue is less than $700,000). The 

conditions would be listed like this in the Attribute Editor. 


The conditions in the Attribute Editor are listed in order of priority, with 

priority increasing towards the bottom of the list. In the example, this 

means that the formatting for ‘between 0 and 700,000’ supersedes the 

formatting for ‘between 0 and 400,000’. 

It is not possible to distinguish which figures are in which of the two ranges. 

To ensure that the two conditions do not ‘clash’ in this way, you need to 

define them in a different order. If the ranges were ordered like this in the 

Attribute Editor. 


In this case, the formatting for ‘between 0 and 400,000’ is applied after 

formatting for ‘between 0 and 700,000’, giving the result which is required. 

Both sets of figures can be clearly seen. 

How to show best and worst performers 

The Java Worksheet allows you to color code the figures in the display, 

according to their value. This is very useful for picking out parts of your 

cube where the figures are above or below expectations. You can define 

conditions manually and attach different colors to them, as described in the 

section How to define a new range, Page 232,butthereisaquickermethod. 

Using Traffic Lighting, you can specify a range of values – say 50,000 to 

100,000 – and the Java Worksheet will then create three conditions 

automatically: 

1. a low value condition (100,000). 

These three conditions can then be highlighted in your data using colors 

or fonts. 



2 Expand Source and Range, 

then add Traffic Lighting by 

clicking this button. 

3 Edit each range to obtain 

the format you require, and 

click OK. 

The Java Worksheet display is color coded according to the defined 

conditions. 

The three conditions can be edited in the same way as other conditions 

defined in the Attribute Editor. 


Charting 

You can display the Worksheet data as a chart, which can make it easier 

to spot trends in data and compare different values. 

The Worksheet can display many different kinds of charts, including: 

bar charts, 

pie charts, 

line charts, and 

scatter charts. 

Each chart can be fully customized with different colors, headings, 

footnotes and more. 

Achartcanbeinthedataarea,likethis: 


It can be free-floating in a separate window, like this: 

Oritcanbeshownatthebottomofthewindowlikethis: 


How to show data in a chart 

You can display all or part of the data in the Info Worksheet for Java in a 

chart. 

1 Highlight the row and column fields you want to use in the chart. 

You can use Ctrl-click to deselect fields if you need to. If you do not 

select any fields, all the column and row fields will be used. 

In the following example, France and Italy have been selected from the 

column dimension and Dolls Accessories, Collectibles and Electronics 

from the row dimension. 

2 Choose CHART from the View menu or click the Graphics button on 

the toolbar. Once you are displaying a chart, you can click this button 

again to hide the chart. 


Figures for Spain 

are now shown in 

the chart. 

3 You can select other fields, and the chart is redrawn immediately: 


How to show your chart in a different area of the display 

As mentioned at the start of the charting section, you can show charts in 

three areas of the display: 

1. free-floating (in a separate window), 

2. at the bottom of the window, or 

3. within the data area (in place of the cell values). 

The tutorial below explains how to select where to display a chart. It 

assumes that you are already displaying a chart. 



2 Click the Charts Tab. 

3 Use the settings in this dialog box to set the 

location of the chart. 

The display changes to show the chart in the selected location. For 

examples of the three arrangements, see Charting, Page 237. 


How to display a different type of chart 

By default, the Info Worksheet for Java uses a 3-D bar chart to show your 

data. This is, however, just one example of the many types of charts you 

can use. 

Here are some of the other chart types: 

line charts, 

area charts, 

scatter charts, 

each of which can be customized. For example, you may want to put your 

own labels on the chart or change the scale. 

The tutorial below explains how to select a different type of chart. 



2 Click the Charts Tab. 

3 Toggle the Allow Chart Editing check box on, and click OK. 

When you return to the main display, a toolbar is shown above the chart. 

This toolbar can be used to select different kinds of charts, as well as 

change settings for the current chart. 

4 Click this button to display 

the different chart types. 

5 Select one of the tabs from the Graph Type window and click on the 

style you want. The chart is updated automatically. 


How to customize the chart titles 

You can edit the titles shown on a chart and add your own ones. Unlike 

field labels, which change when different fields are shown on a chart, 

your titles and stay in the same place. 

1 Click the TITLE button on the charting toolbar. 

The Chart Titles dialog box appears. 

2 Check the appropriate 

title options and specify 

the titles in the text fields. 


The titles and labels 

make it easy to see 

what the chart is 

showing. 

How to use graduated fill colors 

2 Click the arrow buttons 

to display the fill pattern 

you want, or select the 

pattern name from the 


You can choose graduated colors to fill areas of a chart to make them 

more presentable. 

1 Click the GRADIENT FILL button on the charting toolbar. 

The Apply Gradient Fill dialog box appears. 

3 Select the direction of 

the graduation from this 



In this example, the 

bars in the chart 

have been filled with 

graduated colors. 

How to customize the chart axes 

Changing the 

range of values 

on an axis 

4 Click on the area of your chart where you want to show the 

graduated color. 

5 Click the Apply Gradient button. 

. 

You can change the appearance of the axes on your chart in several ways. 

For example, you can change the position of the x-axis (group axis) labels 

so they appear above the chart instead of below it. 

NOTE: These examples explain how to change options for the y-axis; the 

options for other axes, such as the x-axis and y2-axis are similar. Also note 

that some of the toolbar buttons may not be available, depending on the 

type of chart displayed. 

By default, the range of values on each axis is calculated automatically; it 

depends on the data being displayed. You can, however, specify your 

own range of values. 

For example, the chart below has a bar with a high value that makes 

comparing the lower value bars difficult. It may be undesirable to hide 

the high value bar from the chart, so instead, the y-axis scale can be 

changed to show the lower values more clearly. 


2 Check these options 

and type in the 

minimum and maximum 

values for the axis. 

1 Click the Y1 AXIS OPTIONS button from the chart toolbar, then select 

the Scale tab. 

3 Click Apply to see the new axis setting in the chart. 

Thechartnowshowsthelowervaluebarsinmoredetail,makingiteasier 

to compare them. The All Products bar (on the far right of the chart) is 

outside the range, so it can effectively be ignored. 


Changing the 

positions of 

the axis labels 

2 Check one of these 

options to specify where 

the axis is labeled. 

You can also use the Scale Tab to display a logarithmic scale or specify 

that zero is always displayed on the chart axis. 

You can display the y-axis and the x-axis (group axis) labels in different 

positions on the chart. For example, you can shift the y-axis labels from 

the left to the right of the chart, or display the lowest value at the top of 

the chart and the highest at the bottom. 

The following example shows how you can customize the y-axis settings; 

the x-axis (group axis) settings are similar, just click the Group button and 

select the General Tab. 


the General Tab. 


Now the axis is labeled on 

both sides of the chart. 

Changing the 

format of axis 

labels 

2 Check this option. 


You can also use the Descending Axis option to turn the y-axis upsidedown, 

so the high values appear towards the bottom of the chart. You can 

specify that lines are always displayed for the axis or the zero value using 

the Axis Line and Zero Line options. 

You can change the format of the axis labels. For example, you can specify 

that a dollar sign will prefix each label, or that the figures will be shown 

as percentages. 

The following example explains how to show a dollar sign before each 

y-axis value and a ‘K’ instead of three zeros for thousands. 


the Labels Tab. 


Hiding axis 

labels 

2 Uncheck this option 

to hide axis labels. 


You can hide the labels on the y-axis and x-axis (group axis) ticks. 



select the Labels tab. 


the Labels Tab. 

3 Click Apply to see the chart. 


You can also use the Don’t show Minimum Value and Don’t show 

Maximum Value options to hide the labels for the lowest and highest 

values on the axis. 

How to customize the chart grid lines and ticks 

You can show or hide grid lines and specify where axis ticks are 

displayed. This is useful, for example, when it is not clear from the chart 

exactly what the field values are. In the chart below, it would be easier to 

estimate the field values if there were more y-axis grid lines. 


2 Check this option 

and type in a value for 

the tick interval. 

3 Choose this option to 

display minor grid lines. 



select the Grids Tab. 


the Grids Tab. 



There are more tick labels 

and grid lines, making it 

easier to read the field values 

from the chart. 

How to display data values on charts 


You can display the values of each field on a chart, which can be useful 

when it is difficult to read them from the axis. The example below shows 

how to show the field values for a bar chart. The method is the same for 

area charts and line charts. 

1 Click the BAR,LINE AND AREA CHART OPTIONS button from the chart 

toolbar, then select the General Tab. 


Each field value is now 

shown on the chart. 


How to customize pie charts 

Pulling out pie 

slices 

You can customize pie charts in a number of ways. Here are some 

examples: 

tilting and rotating pies, 

pulling out slices, 

deleting slices, or 

showing or hiding the legend. 

NOTE: This section shows just two examples, but the other features can 

be selected from the same dialog box and are simple to use. 

In the example below, the pie chart shows the results for some European 

countries. Italy has the lowest percentage value for revenue (12%). To 

emphasize this, the slice can be pulled out from the chart. 



1 Click the PIE CHART OPTIONS button from the chart toolbar, then 

select the Look Tab. 

2 Click on one of the slices from the pie chart. 

4 Move this pointer to set 

the distance between the 

slice and the rest of the pie. 


Now the slice for Italy stands out clearly from the chart. 


Customizing the 

chart legend 


In the previous pie chart example, the legend uses a very small font, which is 

difficult to read unless the chart window is expanded. To remedy this, the 

text for each field can be enlarged and shown next to the color samples. 

1 Click the PIE CHART OPTIONS button from the chart toolbar, then 

select the Legend Tab. 


Sorting fields in the display 


The legend entries are now easier to read in the larger font. 

You can specify sorting to order the values in the Info Worksheet for Java 

display. This can be useful, for example, if you want to rank sales regions 

according to their revenue. Once a sort is specified, it is easy to see which 

is the most successful. 

You can sort fields or dimensions and up to three sorts can be in place on 

the rows and three on the columns at one time. These are referred to as 

first sort, second sort and third sort. 

A sort will determine the order in which rows or columns are displayed, 

based on the values used for the first sort. If the order cannot be 

determined, the second sort is used, and if this fails, the third sort is used. 

When a dimension is specified for sorting, the fields or descriptions will 

determine the order. When fields are specified for sorting, the value of the 

data will determine the order. 

All sorts can be ascending or descending. If the sort is on a dimension, 

then fields are sorted alphabetically, with the numbers 0-9 (in that order) 

coming before A-Z. If the sort is on a field, then rows or columns are 

ordered numerically. 

Cells with the values Uninitialized (None) or Invalid are ranked in value 

below any other cells, so they will appear last in a descending and first in 

an ascending sort. If you don’t want these cells to be sorted, use an 

exclude (see Excluding fields from the display, Page 180) toremovethem 

from the display. 


Performing 


Whenasortisspecified,anarrowsymbolisshownonthedimensionor 

field you are sorting on. The arrows for a descending sort simply point in 

the opposite direction to an ascending sort. 

An ascending sort on a row dimension looks like this: 


The descriptions are shown in 


For an ascending sort on a row field, you will see this: 

Here is the sort symbol. Values increase in this direction. 

NOTE: In all cases, the arrow symbol points in the direction of decreasing 

‘value’. 

If you specify a sort on the row dimension, then re-orient the Info 

Worksheet for Java so it appears as the column dimension, the sort will 

move with the dimension. Similarly, if you swap a column dimension 

with a row dimension, the sort will move with the dimension. 

If you swap a column or row dimension with a paged dimension, the sort 

will move with the dimension. The sort will not be active when the 

dimension is paged, but if the paged dimension is later moved to a 

column or row, the sort will reappear. 

The Info Worksheet for Java allows you to perform multiple sorts. 

When a sort is activated, the Info Worksheet for Java will attempt to sort 

the fields or data. If the sort order cannot be determined (where the same 

value occurs more than once), the second sort and, if this is unsuccessful, 

the third sort is used. If none of the sorts can determine the order, the 

order in which fields were defined is used. 


When multi-level sorts are specified, they are indicated by different 

colored arrows: 

Red - first sort 

Green - second sort 

Yellow - third sort 

Promotion There is a ‘promotion’ system for sort keys. For example, where a first sort 

and a second sort are specified, if you delete the first sort, the second sort 

will be promoted to become the new first sort. Similarly, deleting a 

second sort will promote the third sort to become the new second sort. 

Restrictions If you are displaying more than one dimension on a row or column then 

there are certain sorts which cannot be performed. 

You can not sort on this dimension or its fields. 

How to sort on a dimension 

. 

You can not sort on the column fields. 

1 To sort the display using the field names in a dimension as keys, click 

the right mouse button over a dimension and choose a sort option 



The products are now 

sorted into ascending, 

alphabetic order. 

How to sort on a field 

The region fields are 

now sorted using the 

values for Tropical 

Treasures. 

1 To sort the display using field values as keys, click the right mouse 

button over a field and choose a command from the shortcut menu: 


...so a secondary sort 

has been added to 

determine the order. 

How to alter or remove a sort 

If the first sort does not determine the order, another sort can be added. 

Intheexamplebelow,theproductsshouldbeorderedusingtheBudget 

values. Unfortunately, Budget contains duplicate values, so a secondary 

sort is used – on Actual – to determine the correct order of the fields. 

Some of the Budget values are the same... 

To toggle a sort between ascending and descending 

1 Click on the arrow symbol next to the dimension or field name. 

The sort will toggle between ascending and descending and the arrow 

symbol will change to point in the opposite direction. 

To remove a sort 

1 Right-click on the dimension or field which no longer needs to be 

sorted. You will see a shortcut menu similar to the one below (the 

example shows the options for a dimension; the options for a field 

are similar). 


To remove all specified sorts 

You can remove all the sorts that are specified in the display at the same time. 

1 Select REMOVE ALL SORTS from the Filter menu. 

Excluding fields from the display 

Re-orienting the 

display 

2 Click this option to remove the 

sort from the dimension or field. 

All subsequent sorts will be 

promoted by one level. 

Rows or columns can be hidden in the display according to their cell 

values, by setting excludes on row or column fields. When an exclude is 

activated, it will have the following effect: 

On a column field, the rows where the condition is true for all cells 

in the row will be excluded. 

On a row field, the columns where the condition is true for all cells 

in the column will be excluded. 

NOTE: When using excludes with dimensions displayed hierarchically, 

parent fields will always be displayed, even if you might expect them to 

be excluded. This is because the Info Worksheet for Java always displays 

parents in a hierarchical dimension. 

If you re-orient the display so that the exclude dimension is shown with 

another dimension on the same column or row, the exclude will be removed. 

If you specify an exclude on the row dimension, then re-orient the Info 

Worksheet for Java so it appears as the column dimension, the exclude will 

move with the dimension. Similarly, if you swap a column dimension with 

a row dimension, the exclude will move with the dimension. 

However, the behavior is different for paged dimensions. By default, If you 

swap a row or column dimension with a paged dimension, the exclude will 

be lost. If you want the exclude to stay with the moved dimension, make 

sure the option Keep filters after re-orientation is selected on the Filters tab 

of the Options dialog box. For an example of calling the Options dialog box, 

see How to select different display styles, Page 213. 

Restrictions If you are displaying more than one dimension on a row or column, there 

are certain excludes you cannot perform. 


You can not exclude on the outer row fields. You can not exclude the column fields. 

How to exclude columns/rows for a field 

2 Specify the exclude 

condition using these 

options. 

Use an exclude on a field to exclude columns/rows for that field that 

satisfy a given condition. 

1 To exclude columns or rows based on the values of a selected field, 

right-click on the field and choose EXCLUDE FILTER from the shortcut 

menu. 

The Exclude Filter dialog box appears. In the example below, the 

regions with Budget figures are less than 1500 are excluded. 


Here is the exclude 

symbol. 

Only regions with 

Volume figures of at 

least 1500 are 

shown. 

How to edit or remove an exclude 

The columns which satisfy the exclude condition will be excluded 

from the display. 

Editing an exclude 

1 Click on the exclude symbol to call the Exclude Filter dialog box. 


Removing an exclude 

1 Right-click on the dimension or field which has the exclude. 

2 Select this option. 

You can remove all the excludes at the same time by selecting Remove All 

Excludes from the Filter menu. 


Printing 

How to print the Worksheet data 

You can print the Info Worksheet for Java display to create useful 

hardcopies of your data. 

All the Worksheet cells are considered for printing. 

1 Choose PRINT from the File menu or click the PRINT button. 

The Worksheet display will then be printed. 


6 Integrated Desktops 


Overview - WebAccess Desktops, Page 266 

Overview - Info Channel, Page 272 

Overview - The Info Desktop for Outlook, Page 272 

HANDS-ON (WebAccess Desktops), Page 272 

HANDS-ON (Info Channel), Page 290 

HANDS-ON (The Info Desktop for Outlook), Page 294 

Integrated Desktops 265

Overview - WebAccess Desktops 

In addition to its standard network implementation, Seagate Info can be 

used on the Internet and with corporate intranets as well. Using a web 

browser, you can schedule and view objects and drill-down to see the 

details behind summarized data. Since all information can be presented 

using HTML or Java, you can access Seagate Info from a web browser on 

any platform. 

Additionally, if your corporate intranet supports either Netscape 

Netcaster or Internet Explorer 4.0, you can push reports to your corporate 

intranet channel. For more information on the Info Channel, see Overview 

- Info Channel, Page 272. 

Using the WebAccess desktops, you can view and schedule: 

report instances, 

query instances, 

cube instances, 

report packages, and 

open cube instances. 

NOTE: You can not modify the properties of a report package from 

within either of the WebAccess desktops. You can, however, modify the 

individual reports. 

You can also use Seagate Analysis from the Info Desktop for Java. For 

more information, see Seagate Analysis online Help. 

NOTE: It is recommended that you open Seagate Analysis using either 

Internet Explorer version 4.0 or later, or Netscape Navigator version 4.0 

or later. Seagate Analysis may prove to be unstable with earlier versions. 

Differences between the Info Desktop and WebAccess desktops 

The WebAccess desktops make the most commonly used Info Desktop 

functionality available via a web browser. However, please note the 

following differences between the Info Desktop and WebAccess desktops: 


Info Desktop 

for HTML 


for Java 

WebAccess Main Pages 


for HTML 

You can have only one folder open at a time with the Info Desktop 

for HTML. 

You can not specify an Info Server. 

You can not set events or notifications. 

You can not specify a destination other than disk. 

You can not limit instances. 

You can have only one folder open at a time with the Info Desktop 

for Java. 

You can set an event. 

You can not set a notification. 

The Info Desktop for HTML main page is based on the familiar Info 

Desktop for Windows interface. 

Icon bar 

Folder Tree Panel Job Information Tabs 


Icon Bar 

The Info Desktop for HTML includes several icons you can use to 

perform common tasks. The icons perform the following functions: 

Folder Tree Panel 

In the left frame of the Info Desktop for HTML main page you will find 

the Folder Tree Panel.TheFolder Tree Panel displays all private and public 

folders on the desktop. 

To review or use the contents of a folder, simply click the folder. The icon 

changes to an open folder and the Info Desktop for HTML displays the 

folder contents on the Job Information Tabs (the right side of the main page). 

{ 

APS icon 

Logs off the current Info APS/APS Cluster. 

Refreshes the selected item to display the most up-to-date 

report objects and instances. 

Launches Seagate Analysis. 

Allows you to set custom options. 

Displays the Help facility. 

Folder icon 


Job Information Tabs 

In the right frame of the Info Desktop for HTML main page you will find 

the Job Information Tabs. These tabs enable you to review the properties 

of an object, schedule or delete an object, hold or release a scheduled 

instance, or if the object has already been processed, view the instance. 

Also, the Seagate Analysis Design Tab allows you to access Seagate 

Analysis within the Info Desktop for HTML. 

NOTE: To access Seagate Analysis, you will need to install the Sun’s Java 

Plug-In 1.1. You must also have the latest Microsoft Virtual Machine for 

Java installed on both the client and server machines. Both applications 

are shipped with Seagate Info and can be located in the \redist directory 

of the Install CD. 

Object 

Instance 



for Java 

Toolbar 

Folder Tree list box 

Like the Info Desktop for HTML, the Info Desktop for Java is based on the 

Info Desktop for Windows interface. 

NOTE: In order to view OLAP cubes or open Seagate Analysis from 

within the Info Desktop for Java, you will need a browser equipped with 

Java 1.1 support. Consequently, you need to either run the latest 

Microsoft Virtual Machine for Java or install Sun’s Java Plug-In 1.1. Both 

applications are available in the \redist directory of the Info Install CD. 

Toolbar 


The Info Desktop for Java includes several buttons you can use to perform 

common tasks. The toolbar buttons perform the following functions: 

Launches Seagate Analysis. 

Opens the Schedule dialog box where you can schedule an 

object in the Job Information list box. 

Holds the selected scheduled instance. 

Releases the selected instance. 


Stops a scheduled job from running. 

Deletes the highlighted object/instance from the Info 

Desktop. 

Refreshes the data. 

Opens a report in the Info Viewer for Java or the Info Viewer 

for ActiveX, depending on your settings in the Options 

dialog box. See Info Viewers, Page 299, formoreinformation. 

Allows you to view properties for the currently selected 

folder, object, or instance. 

Sends the selected instance to a printer. 

Allows you to set custom options. 

Displays the Help facility. 

Folder Tree list box 

IntheleftframeoftheInfoDesktopforJavamainpageyouwillfindthe 

Folder Tree list box. The Folder Tree list box functions exactly as the Folder 

Tree Panel of the Info Desktop for HTML. See Folder Tree Panel, Page 268, 

for more information. 


In the right frame of the Info Desktop for Java main page you will find the 

Job Information list box. The list box displays the contents of the folder 

selected in the Folder Tree list box. 


Overview - Info Channel 

NOTE: Info Channel is only available if you are using Windows NT 4.0 

with Service Pack 3 or newer and either Netscape Netcaster or Internet 

Explorer 4.0. 

Seagate Info now includes Active Channel technology. Microsoft has 

introduced the Active Channel technology along with the release of 

Internet Explorer 4.0. This technology provides users with information 

that is updated regularly. 

If you selected the Info Channel to view a report, the report will have the 

same functionality as the Info Viewer for Java and Info Viewer for ActiveX 

depending on which viewer you choose and the format of the report 

pushed to the channel. For example, if you push the report to an Info 

Channel in standard .RPT format and you are using Internet Explorer 4, 

you will have the same functionality as the Info Viewer for ActiveX. 

NOTE: The Info Viewer for HTML is not available for the Info Channel. 

Overview - The Info Desktop for Outlook 

Seagate Info allows you to use Microsoft Outlook as an Info Desktop. You 

can connect to an Info APS from within Outlook, and view your Desktop 

as an Outlook folder. You can also open the appropriate Info Viewers for 

your report, query, and Info OLAP instances directly from Outlook. 

The Info Outlook Server uses the Exchange Server public folders to 

communicate with the Info Desktop for Outlook clients. Because this is 

the case, the Info Outlook Server must log on to mail, and so a mail profile 

must be available. In order to run the Info Outlook Server, then, you must 

set up a mail account and a public folder owned by that mail account. 

HANDS-ON (WebAccess Desktops) 

How to establish a connection to the WebAccess desktops 

With one URL, you can establish a connection to the WebAccess desktop 

of your choice, without having to complete a complicated login process. 

You can accomplish this by including the name of the APS machine, the 

user name, and the password in the URL. 



for HTML 

Open your web browser and connect to: 

http:///ciweb/web.si?type= 

&cmd=init&aps=&usr=&pwd= 

 

[where is the name of the web server machine, 

specifies the desktop you want to use (either Java or HTML), 

is the name of the APS, is the login user name, and 

is the login password.]. 

For example, if you wanted to open the Info Desktop of Java on the web 

server "WEBMachine" and connect to an APS called "APSmachine" with 

the user name "JohnDoe" and the password "secret", you would use the 

following URL: 

http://WEBmachine/ciweb/web.si?type=java&cmd=init 

&aps=APSMachine&usr=JohnDoe&pwd=secret 

NOTE: The syntax must comply with URL encoding standards. If you include 

any spaces in the web address, you need to replace them with the + sign. 

If you choose the Info Desktop for HTML, the Info Desktop for HTML 

appears: 


Info Desktop for 

Java 

If you choose Info Desktop for Java, the Info Desktop for Java appears. 


How to schedule an object for immediate processing 

NOTE: This tutorial is based on the Info Desktop for HTML. If you are 

using the Info Desktop for Java, the available options and interface will 

vary slightly. 

This tutorial describes the process for scheduling an object to process 

immediately. For information on scheduling an object to process at a 

specific date/time, see How to schedule an object to process at a specific date/ 

time, Page 276. 

1 Highlight the object you want to schedule on the Jobs Tab. 

2 Click the Schedule Tab. 

3 Click Right now. 

3 Make all other selections as desired and click Schedule when finished. 

The Info APS schedules the object for processing as specified. 

NOTE: To schedule an object to be pushed to the Info Channel, the 

instance must be scheduled through the Info Desktop. See Overview - Info 

Channel, Page 272, for more information. 


How to schedule an object to process at a specific date/time 

3 Click At and specify 

the time and date you 

want the program to 

process the object in the 

edit boxes provided. 




This tutorial describes the process for scheduling an object at a specific 

date/time. For information on scheduling an object to process 

immediately, see How to schedule an object for immediate processing, Page 

275. 

1 Highlight the object you want to schedule on the Jobs Tab. 


4 Make all other selections as desired, and click Schedule when 

finished. 

The Info APS schedules the object for processing as specified. 


instance must be scheduled through the Info Desktop. See Overview - Info 

Channel, Page 272, for more information. 


How to schedule an object for recurring processing 

3 Click the Right now 

or At option. 




The Info Desktop for HTML allows you to schedule objects for recurring 

processing. For example, you can specify that an object run every day, 

every week, on the last day of every month, etc. 

1 Highlight the object you want to process on the Jobs Tab. The 

Schedule Tab appears. 


NOTE: For recurring processes, you can use either the Right Now or At 

option. 

If you choose the Right Now option button, the object will be 

processed immediately and at the same time Everyday, Every Week, 

etc. 

If you choose the At option button, the object will be processed at 

the specified time Everyday, Every Week, etc. 


4 Make all other selections as desired, and click Schedule when finished. 

The program schedules the object for recurring processing as specified. 


instance must be scheduled through the Info Desktop. 

How to specify an output format for a report object 

1 Select the format you 

want the object to 

export to from the 

Format drop-down list. 




When scheduling a report object, if you do not specify a specific output 

format, the object will be output in .RPT format. However, several other 

output options are available. 

2 Make all other selections as desired, and click Schedule when finished. 

The program outputs the report object in the format specified. 

NOTE: If you selected Comma-separated values or Data Interchange 

Format values from the Format drop-down list, the program uses the 

number and date formats that are specified in the report. 


How to specify an output destination for a report object 

NOTE: This feature is only available for the Info Desktop for Java. 

When scheduling a report object, if you do not specify a specific 

destination, the program will output the object to disk. However, several 

other destinations are available. 

1 Select an export destination from the To Destination drop-down list. 

The remaining steps are determined by your destination choice. 

If you chose Disk, you can specify: 

⎯===Default file, in which case the program sends the output to the 

directory specified as the default output directory. The output 

will be given a random file name and an extension based on 

the format you selected. For example, a report called 

MYREPORT.RPT when sent to a text file using the Default file 

name will be sent to a file called MYREPORT.TXT. 

⎯===File/Dir, in which case you specify the file name and directory 

to which you want to send report output. 

If you chose Microsoft Mail, specify the recipient(s) of the report 

output, any individual(s) to be CC'd, a subject, and a message to 

accompany the report. 

If you chose cc: Mail, NotesMail (VIM), you have the same options 

as with the Microsoft Mail destination, plus the ability to notify any 

blind carbon copy (BCC) recipients. 

If you chose Fax Machine,youmustenterthefaxnumberinthetext 

box. 

If you chose Lotus Notes, specify the Server/Database to which the 

output should be sent and any comments you wish to accompany 

the file. 

If you chose MS Exchange Public Folder, specify the profile name 

and other standard Exchange options. 

If you chose Channel (thus pushing a single instance of the report 

to the Info Channel), specify which users/user groups can view 

the report from the Info Channel. See How to push all instances of a 

report to an Info Channel, Page 294. 

NOTE: When MS Exchange Public Folder is selected as the export 

destination, you can only post the object to a public folder. For more 

information, consult the documentation that came with Microsoft Exchange. 

If you chose Printer, specify either the printer specified in the 

report or another printer. 


How to view an object 


for HTML 

3 Click one of these 

groups to drill-down 

in the tree view. 

NOTE: The Info Server must be properly configured with account 

information in order to support mail destinations. You can set up this 

information by running the Info Configuration Utility program on the 

Info Server. See the Getting Started Guide or the Info Configuration 

Utility online Help (CONFIGCI.HLP). 

2 Make all other selections as desired, and click Schedule when 

finished. 

The program will output the report object to the destination specified. 

Once an object has been processed, you can view it from within the 

browser environment. 

NOTE: Output is always converted to HTML for use with the Info 

Desktop for HTML, regardless of the export format chosen for the report. 

1 On the Jobs Tab, highlight the instance you would like to view. 

2 Click the View Tab. 

On the left side, you will find a list of all the groups available to 

drill-down on. Simply click the desired group to activate a drilldown 

tab displaying details for the specified group. 



for Java 

How to hold a scheduled instance 

NOTE: Click Back to return to your report from a drill-down tab. 

In the right pane, a preview of the report is displayed. 

4 Click the Desktop Tab to return to the Info Desktop for HTML. 

Once an object has been processed, you can view it in the Info Viewer for 

Java or the Info Viewer for ActiveX, depending on your settings in the 

Options dialog box. 

1 Highlight the instance you would like to view in the Job Information 

list box and click the VIEWER button on the toolbar. 

If the Info Viewer for Java option is selected in the Options dialog 

box, the Info Viewer for Java appears. See Info Viewer for Java 

(WebAccess), Page 302, for more information. 

If the Info Viewer for ActiveX option is selected in the Options 

dialog box, the Info Viewer for ActiveX appears. See Info Viewer for 

ActiveX (WebAccess), Page 301, for more information. 



vary slightly (for example, in the Info Desktop for Java you would use the 

Hold and Release buttons instead of the Hold and Release Tabs). 

If you need to prevent a scheduled job from running, you can place the 

appropriate instance on hold. 

NOTE: You can only hold instances that have a "Scheduled" or 

"Recurring" status. 

1 Highlight the instance you want to put on hold and click the Hold 

Tab, or right-click the instance and choose HOLD from the shortcut 

menu. 

A message box appears, asking if you really want to hold the selected 

schedule(s). 

2 Click OK to hold the job. 

TheprogramchangesthestatusoftheselectedinstancetoOnHold. 

While the instance is on hold, the APS will not run the scheduled job. 

There are only two commands that you can use with OnHold 

instances: STOP and RELEASE. 

3 To release an instance that is on hold, highlight the instance that you 

want released from hold and click the Release Tab, or right-click the 

instance and choose RELEASE from the shortcut menu. 


How to stop a scheduled object 

A message box appears, warning that if you release the instance, the 

scheduled job will run. 

4 Click OK to run the schedule as formerly specified: 

If the instance that is on hold was formerly scheduled, the 

program updates the next run time, and the APS will run the 

instance at the specified time (provided that the dependencies are 

satisfied). If the next run time is already past, the instance will run 

immediately, provided that the Run Time window is active and 

the dependencies are satisfied. 

If the instance that is on hold was formerly recurring, the Release 

dialog box appears, asking whether you want to catch up on the 

previous occurrence. To do this, toggle the check box on and click 

OK. If the job was scheduled to run earlier, the program now 

schedules it to run at that previous run time (in other words, the job 

runs immediately). If you do not toggle this check box on, the 

program schedules the job to run at the next run time. If all the 

possible run times are expired, the program will detect the instance 

when it updates the next run time, and the APS will stop the job. 




You stop a scheduled object in the Info Desktop for HTML in much the 

same way as you do from the Info Desktop. 

1 Highlight the scheduled report instance you would like to stop on 

the Jobs Tab. 

2 Click the Stop Tab. 

A message box appears prompting you to confirm the request. 

3 Click OK to confirm stopping. 

The instance is stopped as specified. 


How to delete a report instance 

How to set instance limits 




You delete a report instance from the Info Desktop for HTML in much the 

same way as you do from the Info Desktop. 

1 Highlight the report instance you want to delete on the Jobs Tab. 

2 Click the Delete Tab. 


3 Click OK to confirm the deletion. 

The instance is deleted as specified. 

NOTE: This feature is only available in the Info Desktop for Java. 

Over a period of time, report instances can build up on the Info Desktop. 

Additionally, users and user groups may be unaware of recently scheduled 

instances and may attempt to schedule another. The end result is report 

redundancy and inefficient use of processing time. Further, older instances 

of a report/query object take up memory that could be used for other 

report/query instances that are more recent and, typically, more relevant. 

If you set instance limits, then older instances, as well as the number of 

instances that you specify, will be automatically removed from the folder, 

eliminating any need for time-consuming “house-cleaning.” 

In most cases, your Info Administrator will have already set the instance 

limits for you. However, for some users and user groups, these limits may 

need to be modified in order to meet their specific needs. 


If your administrator has enabled Seagate Info’s instance archival feature, 

you will be able to archive old instances rather than deleting them. You 

can retrieve them later. To archive deleted instances or less frequently 

used instances of an object to a storage location specified by your 

administrator: 

1 Right-click the object and choose INSTANCE LIMITS from the shortcut 

menu. 

The object’s Set Objects dialog box appears with the Limits Tab active. 

2 Toggle the Override global settings option on and make changes to the 

settings as needed. 

3 Click OK to finalize the settings for the object. 

NOTE: If instance archival is not first enabled at the global level, then 

you will not be able to specify archival settings for individual objects. 

How to retrieve archived instances 

NOTE: If the archiving options have not been set in the Info 

Administrator, the program will not archive instances. If this is the case, 

you will need to speak with your administrator. 

1 To retrieve one or more archived instances, choose the SHOW 

HISTORY command from the View menu. 

The History Filter dialog box appears. 

2 Use the User name and Date Range text boxes to narrow your search 

(and thus the number of instances returned). 

3 Click OK. 

The Info APS searches for instances with the specified owner and 

within the specified date range, and returns a list of these instances. 

The Info Storage History dialog box appears, displaying the list. 

4 Highlight the instances you want restored or deleted. 

Click Restore to return the instances to the Info Desktop. You can 

now view the selected instances from the Desktop. 

Click Delete to permanently remove the instances from the Info 

system. You will no longer be able to access these instances. 

NOTE: Restored instances are not subject to the Object Limits 

restrictions. For this reason, they cannot be archived a second time. 


How to view the properties of an instance 




1 Highlight the instance you want to view the properties for on the 

Jobs Tab. 

2 Click the Properties Tab. 

From the Properties Tab you can view the Name, Title, Status, Message, 

Start Time, End Time, Interval, Attempts, and Export information for the 

currently selected instance. 

NOTE: You can also view the properties for a folder, cube, program or 

report by highlighting it and clicking the Properties Tab. However, you 

will only see the Name, Title, and Description for the specified object. 

How to change the password (Info Desktop for Java) 

The Info Desktop for Java allows you to change the password used for 

logging on to the Info APS. 

1 Choose CHANGE PASSWORD from the Tools|Change Password menu. 

The Change Password dialog box appears. 

2 Enter the new password in the text box. 

3 Click OK. 


How to customize the WebAccess desktops 


for HTML 

Seagate Info allows you to customize the Info Desktop for HTML and the 

Info Desktop for Java in several ways. 

1 Click the Customize icon. 

A new page appears with the following options: 

Refresh Rate, Page 286 

Time Zone, Page 286 

View Window, Page 287 

Viewer, Page 287 

Tree View, Page 287 

Automatic Paging, Page 287 

Refresh Rate 

Use the Refresh Rate section to specify the refresh rates of the Folder Tree 

Panel and the Jobs Tab. 

Refresh folders every X minutes indicates how often the web browser 

should query the Info APS/APS Cluster for updated information 

to refresh the Folder Tree Panel. The default value is one minute. 

Refresh objects every X minutes indicates how often the web browser 

should refresh the list of report objects and instances. The default 

value is one minute. 

Time Zone 

UsetheTimeZonesectiontospecifythetimezoneusedwhenscheduling 

reports. For example, if you schedule a report for 8:00 a.m., and then set 

the time zone for Greenwich Mean Time (Greenwich, England), the 

report will be processed at 8:00 a.m. GMT (3:00 a.m. New York, 12:00 

midnight Los Angeles). 


View Window 

Use the View Window section to choose to open reports in the same or 

separate web browser window. If you choose to view your reports in the 

Same window, a new page will open with your report contents in the 

same web browser. If you select the New window option, your report will 

be launched in a separate web browser application. 

Viewer 

Use the Viewer section to choose the viewer you want to use for viewing 

your report. You have the following options: 

Info Viewer for HTML, 

Info Viewer for Java, 

Info Viewer for ActiveX, or 

Info Analyzer. 

Tree View 

Use the Tree View section to choose whether to show or hide the group 

information when you are viewing your report. 

Automatic Paging 

Use the Automatic Paging section to choose whether to download the 

entire report at once or open the report in a page-by-page format. 



for Java 

Automatic Database Logon 

Enable Automatic Database Logon to automatically use the current User 

ID and password when scheduling objects that require a database logon. 

Disable this option to manually enter database logon information when 

scheduling objects. 


NOTE: If you click the BACK button on your web browser instead of 

clicking OK, your changes will not be applied. 

1 Click the OPTIONS button on the toolbar. 


Use the Options dialog box to customize the following options: 

Refresh, Page 289, 

Schedule, Page 289, 

Viewer, Page 289,and 

Time zone, Page 289. 


Refresh 

Use the Refresh option in the same manner you would in the Info Desktop 

for HTML: 

Refresh desktop every X minutes indicates how often the web 

browser should query the Info APS/APS Cluster for updated 

information to refresh the Info Desktop for Java automatically. The 

default value is 5 minutes. 

Refresh instance every X minutes indicates how often the web 

browser should refresh the list of report instances. The default is 30 

seconds. 

Schedule 

Use the Schedule option to set the desktop’s logon requirements for 

scheduling. The Info Desktop for Java will then require that information 

before scheduling. 

You have the following options: 

Require DB Logon Information, 

Require Report Prompts Information, or 

Use current id and password for all schedule logons. 

Viewer 

Use the Viewer option to choose the format to view your report. You have 

the following options: 

Info Viewer for Java, 

Info Viewer for ActiveX, or 

Show Group View. 

NOTE: If using a Netscape Browser, the Info Viewer for ActiveX option 

will be inactive. 

Time zone 

Use the Time Zone section to specify the time zone used when scheduling 

reports. For example, if you schedule a report for 8:00 a.m., then set the 

time zone for Greenwich Mean Time (Greenwich, England), the report 

will be processed at 8:00 a.m. GMT (3:00 a.m. New York, 12:00 midnight 

Los Angeles). The default time zone is "Local to web server" -- that is, the 

time zone of the machine running Info WebAccess. 

NOTE: You will need to restart the APS before your changes can take effect. 


HANDS-ON (Info Channel) 

How to establish a connection to the Info Channel 

1 Open your web browser and connect to: 

http:///ciweb 

For example, if your host name is pegasus, you would connect to: 

http://pegasus/ciweb 

The WebAccess main screen appears where you can choose to open 

the Info Desktop for HTML, Info Desktop for Java, or Info Channel. 

2 Click Info Channel. 


If you have not yet subscribed to your corporate Info Channel, the 

Info Channel Options page appears. 

3 Enter an Info APS/APS Cluster name, your username, and your 

password. 

Additionally, you are prompted to set the following options: 

Expire reports after X days 

Since pushed information is intended to show the most current 

information, channel objects have expiration dates ranging from 1 

to 365 days from the time the object was scheduled. Out-dated 

objects are not deleted from the Info APS/APS Cluster; they are 

just hidden from view on the channel. 


View all instances in a folder hierarchy, only objects pushed to 

self, or only most recent instances 

This option allows you to specify whether you want to see all the 

instances displayed in a folder hierarchy similar to that of a group 

tree view (with objects and instances shown as children of their 

parent folders), whether you want to see only those objects pushed 

to self, or whether you want to see only the most recent successful 

instances. If you choose to see all instances, they are ordered by date, 

with the most recent first. If you choose to see only those objects that 

are "pushed to self," the program will filter out any objects that are 

pushed to the channel without a specified user name. 

Preferred Content or Viewer 

Choose which viewer you want to use to view instances: the Info 

Viewer for ActiveX or the Info Viewer for Java. Additionally, you 

can choose Object Download which allows you to download the 

full report object from the Info Channel to a directory you specify 

on your local machine. This allows you to work offline without 

tying up network resources. 

Display GroupView 

This option allows you to specify whether or not you want to get 

group view information for a channel object. If your network 

connection is slow, you can speed up report viewing by toggling 

the check box off. You can still retrieve group view information, 

but it will have to be downloaded. 

File Download 

This option allows you to download the full report object from the 

Info Channel to a directory you specify on your local machine. This 

allows you to work offline without tying up network resources. 

NOTE: Once this information is entered the first time, you will not have 

to re-enter this information again unless you change your username or 

password or log on to another Info APS/APS Cluster. If you want to 

modify your current options, choose the Info Channel Options page. 

4 When you are finished, click OK. 

The Add Active Channel button appears at the top of the page. 

5 Click Add Active Channel. 


The Info Channel main page appears. 

In the left pane of the web browser, you will see a number of successful 

instances, with the most recent instance listed first. To view an instance, 

click the instance name. Depending on your initial settings, an instances 

viewed in the web browser would appear similar to the following: 


How to push all instances of a report to an Info Channel 

You can push all instances of a report to an Info Channel from either the 

Info Desktop for Windows or the Info Desktop for Java. 

If you push a folder to an Info Channel, the program pushes all the 

folder instances to the Info Channel. 

If you push a specific object to an Info Channel, the program 

pushes all the object instances to the Info Channel. 

1 Highlight the target folder or object and choose PUSH TO CHANNEL 

from the Edit menu, or right-click the folder or object and choose 

PUSH TO CHANNEL from the shortcut menu. 

The Push to Channel dialog box appears. 

2 Toggle the Push to Channel check box on. 

3 Use the text box to enter the user names for the users who will need 

to view the instances (separating multiple user names with 

semicolons), or click the Channel Info button to select user names 

from a list of possible recipients. 

4 Click OK. 

NOTE: The Push to Channel settings will not effect instances that you 

scheduled prior to establishing these settings. 

HANDS-ON (The Info Desktop for Outlook) 

How to set up the Info Outlook Server 

NOTE: In order to use the Info Outlook Server, you need to make certain 

the Info Outlook Server check box in the Custom Installations is toggled 

on, when you install Seagate Info. 

1 Start the Info Outlook Server (it is installed in the Seagate Info NT 

program group). 

The Info Outlook Server appears. During startup, you will probably 

receive an error message stating that the Info Outlook Server did not 

start correctly. The Info Outlook Server first attempts to start using a 

default mail profile and a public folder named "Seagate Info." You 

will need to set these options. 

2 Click the Options Tab. 


3 In the Use Folder Named text box, enter the name of the public folder 

that you want to use for communication. Use (\) to separate names 

in the folder hierarchy. 

4 Select the mail profile that you want the Info Outlook Server to use 

from the Logon to Mail Profile drop-down list, or click the Create New 

Profile button to create a new mail profile for use by the Info Outlook 

Server. 

5 Optionally, you can also: 

use the Desktop Refresh Rate text box to enter the refresh rate (that 

is, the frequency with which the data is updated, in milliseconds) 

for the Info Desktop for Outlook clients, and 

install the Info Outlook Server as a service, by setting the options 

in the Service section of the Options Tab. 

6 Click Apply. 

You will need to restart the server in order for these settings to take 

effect. After you restart, there will be a delay as the server initializes 

the public folder with data and with the correct permissions for the 

server and the clients. 

NOTE: You can run multiple copies of the Info Outlook Server, if needed. 

Just make certain that you use a separate public folder for each server. 

NOTE: Optionally, you can run the Info Outlook Server as a service. If 

you need to change the parameters or send install messages to Outlook 

clients while the server is running as a service, run the Info Outlook 

Server program. The program will start in a special mode, allowing you to 

perform these operations. The service will continue to run. 

How to set up the Info Desktop for Outlook 

1 In the Set Up Mail Profiles dialog box, select the mail profiles you 

want to use with the Seagate Info Add-In. 

2 Click the Add Seagate Info connection to selected profiles button to add 

the Info connection to the selected profiles. 

The Seagate Info Message Store Configuration dialog box appears. 

3 Enter the name of the Info APS to which you want to connect in the 

APS Name text box. 

4 Enter the User ID you want to use for connecting to the APS in the 

User ID text box. 


5 Enter the password you want to use for connecting to the APS in the 

Password text box. 

6 If needed, you can enter a name for the store in the Store Display 

Name text box, and you can enter any relevant information in the 

Comment edit box. 

7 Click OK. 

The program now configures a Seagate Info Message Store Service for 

connection to the specified APS. The Info Desktop for Outlook is now 

ready for use. 

How to configure the Desktop for multiple Info APS connections 

1 From the Windows Control Panel, open the Mail program. 

The Microsoft Outlook Internet Settings Properties dialog box 

appears with the Services Tab active. 

2 Click Show Profiles. 

The Mail dialog box appears. 

3 Highlight the appropriate user profile in the list box and click the 

Properties button. 

The Microsoft Outlook Internet Settings Properties dialog box 

appears with the Services Tab active. 

4 Click the Add button. 

The Add Service to Profile dialog box appears. 

5 Choose Seagate Info Message Store Services from the Available 

information services list box. 

6 Click OK. 

A dialog box appears. 

7 Use this dialog box to add a unique Info APS and add the logon 

parameters for each Seagate Info Message Store Service that you are 

adding to the Outlook Profile. 


How to navigate the Info Desktop for Outlook 

OnceyouhavesetuptheInfoOutlookServerandtheInfoDesktopfor 

Outlook, and once you have made any additional Info APS connections 

needed, you can begin using the Desktop, via the profile you created. The 

Seagate Info folder appears in the Outlook Folder List. 

1 With the Folder List open, click the Seagate Info folder. 

The folder expands, showing the subfolders and Info objects it 

contains. 

2 Click a subfolder to view its contents. The Info objects contained 

within the subfolder appear in Outlook’s Information Viewer. For 

each Info object: 

The Subject column in the Information Viewer displays the name 

assigned to the object. 

The APS column in the Information Viewer identifies the APS on 

which the object resides. 

TheNInstancescolumnintheInformationViewerdisplaysthe 

number of instances present for the object. 

3 To view the list of instances for an object, right-click the object and 

choose OPEN from the shortcut menu. 

The list appears in a new window, with the information for each 

instance displayed as it would be in the Info Desktop for Windows. 

4 To view an instance, double-click that instance. 

A new viewer window appears, allowing you to examine the 

instance. 

NOTE: Alternatively, you can view the most recent instance of an object 

by double-clicking the object in the Information Viewer pane (this will 

open a new viewer window for the instance). 



7 Info Viewers 


Overview - Info Viewers, Page 300 

Info Viewer for ActiveX (WebAccess), Page 301 

Info Viewer for Java (WebAccess), Page 302 

Info Viewer for HTML (WebAccess), Page 303 

Info Analyzer (Info Desktop), Page 304 

Info Viewer (Info Desktop), Page 305 

Info Viewers 299

Overview - Info Viewers 

Info Viewers are specialized components within Seagate Info that allow 

you to view reports and drill-down to see the details behind summarized 

data. Unlike the Info Desktop and WebAccess desktops (Java and 

HTML), which are primarily designed to schedule reports, Info Viewers 

are used only to view successfully scheduled instances of these reports. 

If you are using either the Info Desktop for HTML or Info Desktop for 

Java via a web browser, you can view reports using the following: 

1. Info Viewer for ActiveX (WebAccess), Page 301 

2. Info Viewer for Java (WebAccess), Page 302 

3. Info Viewer for HTML (WebAccess), Page 303 

If you are using the Info Desktop, you can view reports using the 

following: 

1. Info Analyzer (Info Desktop), Page 304 

2. Info Viewer (Info Desktop), Page 305 

Depending on how you access reports (via the WebAccess Desktops or 

through the Info Desktop), the Info Viewers will look and function 

differently. 

Contact your Info Administrator to determine whether you are using 

either the Info Desktop or one of the WebAccess desktops. 


Info Viewer for ActiveX (WebAccess) 

The Info Viewer for ActiveX takes advantage of Page-On-Demand 

technology while giving you a great deal of flexibility in viewing your report. 

The Info Viewer for ActiveX is accessed from the WebAccess desktops (Java 

or HTML) using a web browser which supports ActiveX controls (i.e., 

Internet Explorer). With the Info Viewer for ActiveX, you are able to: 

select specific data to obtain only the information you need and 

place it in encapsulated page format (.EPF), utilizing Page-On- 

Demand technology, 

print either the drilled-down page or whole report to a printer, 

export to Seagate Crystal Reports, .RTF, .DOC, or Excel, 

search for the data within the report, 

select specific data of interest within the report using selection 

criteria, and 

view queries. 

If you are viewing your report from a web browser using the Info Viewer 

for ActiveX, your report will look like this: 

Info Viewers 301

Info Viewer for Java (WebAccess) 

The Info Viewer for Java allows users to view reports using Page-On- 

Demand technology. This means that if you drill-down on any group, a 

new page appears. While the Info Viewer for Java allows you to view 

reports, you can also: 




search for data within the report, 

select specific data of interest within the report by specifying 

selection criteria in the Select Expert, 

print the report, and 

export the report in a variety of export formats to a variety of 

export destinations. 

The new Select Expert in the Info Viewer for Java makes it possible for 

you to search your records quickly using specified selection criteria. You 

can open the Select Expert by clicking the SELECT EXPERT buttononthe 

Info Viewer for Java toolbar. You can click the New buttonintheSelect 

Expert to create a new selection formula. For more information about 

creating selection formulas, see the Seagate Crystal Reports User’sGuide. 

If you are viewing your report from a web browser using the InfoViewer 

for Java, your report will look like this: 


Info Viewer for HTML (WebAccess) 

The Info Viewer for HTML allows users to view reports using Page-On- 

Demand technology. This means that if you drill-down anywhere there is 

HTML text present, a new page appears. While the Info Viewer for HTML 

allows you to view reports, you can also: 

print report information for that page in the same fashion as 

printing a web page, 

search for data within the report, and 

select specific data of interest within the report using selection 

criteria. 

If you are viewing your report from a web browser using the Info Viewer 

for HTML, your report will look like this: 

Info Viewers 303

Info Analyzer (Info Desktop) 

The Info Analyzer is launched from the Info Desktop and is the most 

flexible in terms of utilizing report data. The Info Analyzer is launched 

when a selected report instance is in .RPT format and the Page on demand 

from server option is toggled off in the Options dialog box. Using the Info 

Analyzer, you can: 

printyourreporttoa: 

⎯===printer, 

⎯===e-mail address, or 

⎯===file (formats include several popular wordprocessing, 

spreadsheet, database applications, in HTML or ODBC format, 

or in one of a number of standard data interchange formats), 

select the data you want to view, 

drill-down on hotspots in the report, 

sort the data in the report you want to view, and 

view multiple reports. 

If you are viewing your report from the Info Desktop using the Info 

Analyzer, your report will look like this: 


Info Viewer (Info Desktop) 

The Info Analyzer functions similarly to the Info Report Designer. For 

informationonthetasksyoucanperformwiththeInfoAnalyzer 

(selecting records, sorting records, graphing, choosing Top N values, etc.) 

see the online help (Analyzer.hlp). 

The Info Viewer has the same functionality as the Info Viewer for 

ActiveX.TheonlydifferencebetweenthetwoisthattheInfoViewerfor 

ActiveX is accessed from a web browser while the Info Viewer is 

launched from the Info Desktop. 

IfyouwanttousetheInfoViewer,makesurethatPage on demand from 

server option is toggledon in the Options dialog box before you view your 

report. With the Info Viewer, you can: 




print either the drilled-down page or whole report to a printer, 

search for the data from within the report, 

select data from within the report, and 

view queries. 

If you are viewing your report with the Info Viewer, your report will look 

like this: 

Info Viewers 305


8 Prompting Variable Pick Lists 


Overview - Prompting Variable Pick Lists, Page 308 

HANDS-ON (Prompting Variable Pick Lists), Page 308 

Prompting Variable Pick Lists 307

Overview - Prompting Variable Pick Lists 

Prompting variable pick lists are values (in string, numeric, boolean, 

currency, or date formats) that are used to set parameters for the data 

used in a report. For example, if you have three clients, X, Y, and Z, you 

can create a prompting variable pick list for users to select one of these 

values to create a report only for that client. 

The values for parameter field variables can now be set with a predefined 

prompting variable pick lists. These prompt variables can be 

stored externally in a text editor like Microsoft Notepad or WordPad and 

can thus be shared across reports and queries. This means that users no 

longer have to create parameters with the same values for each report; the 

prompting variables are saved in a text editor, ready to be used in any 

report sharing the same data and variables. In the case of clients X, Y, and 

Z, multiple reports can be generated at any time for any of these clients 

using the same prompting variable. 

HANDS-ON (Prompting Variable Pick Lists) 

How to create a prompting variable pick list 

In this tutorial, you will create a sample prompting variable pick list in 

any text editor (for example, Microsoft Notepad or WordPad). Once the 

pick list is created, you can save it to a directory where it can be accessed 

for reports requiring prompting variables. For this tutorial, you will 

create a pick list for a Region prompting variable. 

The file which stores the prompting variable pick list can be created using 

anytexteditor,butmustbesavedinplaintext(.TXT)format.Theprompt 

value names are input with any desired comments inserted following a 

or any number of tabs. 

NOTE: Adding a comment is optional. The first field reference is the only 

part that appears when the object is run. The comment is for descriptive 

purposes only. 


1 Open any text editor. 

2 Type the following: 

* 

SOUTHWESTregion with temperate climate 

NORTHEASTregion with cold climate 

CENTRALregion with high population 

MIDWESTregion with low population 

ATLANTICregion with most fish 

HOMEBASE 

This is an example of a pick list for a Region prompting variable. In 

each statement, you will notice that there is a region variable 

(NORTHEAST, SOUTHWEST, CENTRAL, etc.) followed by a brief 

description of the prompting variable. When you are actually 

prompted to select a variable from the pick list, the report only reads 

the variable. The description is used to further assist users in selecting 

the appropriate variable. 

However, you can also choose to show only the database descriptions 

(region with cold climate, region with high population, etc.) in the 

prompting variable pick list and in the list of prompt values that 

appears in the Schedule dialog box. In this case, the lists will not include 

thevariablenames(NORTHEAST,SOUTHEAST).Toaccomplishthis, 

set the ShowDescOnly directive to 1, as shown below: 

%%%%ShowDescOnly:1 






HOMEBASE 

NOTE: In order to have only the database descriptions appear in the 

prompting variable pick list, you must make certain that each variable has 

a corresponding database description. If this is not the case, then not all 

of the variables will appear in the prompt values list (in the Schedule 

dialog box), since not all the variables have descriptions. 

NOTE: The asterisk (*) is the default symbol for including all values in the 

prompting variable for a report. The percent sign (%) is the default 

symbol for including all values in the parameter field for a query. The set 

of four percent signs (%%%%) is the default symbol for using a directive 

in the prompting variable pick list. 


3 To sort the pick list, you can add a line that sets the Sort directive. For 

example: 

%%%%ShowDescOnly:1 

%%%%Sortaa 






HOMEBASE 

In this example, the Sort directive is set to aa (alphanumeric sort in 

ascending order). You can also set the Sort to ad, na, ornd. Thefirst 

letter (a or n) determines whether the sort is alphanumeric or 

numeric. The second letter (a or d) determines whether the sort is in 

ascending order (A to Z, 1 to 9) or descending order (Z to A, 9 to 1). 

If you set the Sort directive to aa, then, the values in the picklist are 

sorted in alphanumeric, ascending order. The ATLANTIC value will 

appear at the top of the list. 

NOTE: If you do not set the Sort directive, the values will appear in the 

order in which you originally entered them (in the text file). 

4 Save the pick list and close the text editor. You have created a 

prompting variable pick list. 


How to add a pick list to the Set Prompting Values dialog box, Page 310 

How to use the prompting variable pick list, Page 312 

How to add a pick list to the Set Prompting Values dialog box 

1 In the Info Desktop, select a report or query containing a prompting 

variable in the Job Information list box. 

2 Click the PROPERTIES button on the toolbar. 

The Report Properties dialog box appears. 



4 Highlight the prompt on this list that 

you would like to set a pick list for. 

5 Click the 

Set Pick List 

button. 

The Set Pick List dialog box appears. 

6 Choose the pick list you created from the appropriate directory and 

click Open. SeeHowtocreate a prompting variable pick list, Page 308. 

You are returned to the Prompts Tab. The name of the pick list now 

appears in the Pick List File section of the dialog box. 

NOTE: Be sure that the prompting variable pick list you have assigned to the 

report object contains the data specified in the pick list. Otherwise, when you 

schedule the report, the APS will not be able to find the variable you are 

setting parameters for and will return a failed instance of the report. 


How to use the prompting variable pick list 

1 Highlight a report or query containing a prompting variable pick list 

from the Job Information list box. 


The Schedule dialog box appears. 


4 Highlight a prompting variable in the Prompt Values list box and click 

the Set Prompt button. 

A dialog box appears, prompting you to enter a value. 

5 Enter a value in this edit box or select 

an option from the drop-down list. 

To include all values, enter an asterisk (*) if you are scheduling a report, 

or a percent sign (%) if you are scheduling a query. 

When the scheduled report is finished processing, you view the instance 

of that report. It will only have values and data associated with that 

variable. 

NOTE: When scheduling recurring instances of a report using a 

prompting variable pick list, each report instance will contain data for 

only the selected variable. 

If the scheduled report instance fails, check to make sure that the 

prompting variable pick list matches the data for your report. 


I N D E X 

Symbols 

% of Column Total command 

(View Menu) ......................... 102 

% of Row Total command 

(View Menu) ......................... 102 

% of Slice Total command 

(View Menu) ......................... 102 

A 

About Seagate Info command 

(Help Menu) ........................ 104 

ActiveX 

Info Viewer for ................... 301 

adding 

an Info APS/APS Cluster ...... 16 

folder/subfolder to the Info 

Desktop ................................ 23 

Info APS/APS Cluster ........... 16 

instances to offline stores .... 19 

new chart titles and labels .. 170 

pick list to the Set Prompting 

Values dialog box ............ 310 

programs to a folder ............ 29 

query to a folder ................... 28 

report packages .................... 31 

reports to a folder ................. 27 

value to data using 

calculations ....................... 132 

advanced attributes 

setting ................................... 150 

altering a sort 

between ascending and 

descending ........................ 179 

APS Cluster 

adding .................................... 16 

connecting to ........................ 15 

deleting .................................. 17 

disconnecting from .............. 16 

archived instances 

retrieving ............................. 284 

Arrange Chart command 

(Window Menu) ................... 104 

ascending sort order 

altering or removing .......... 179 

Attribute Editor 

Color tab .............................. 156 

Font Tab .............................. 155 

Number tab ......................... 154 

options ................................. 154 

Attribute Editor (Java) ................ 227 

attributes 

color, number and font ..... 150 

default .................................. 137 

defining a new condition .... 143 

deleting a condition ........... 144 

editing for columns 

and rows ............................ 152 

managing conditions ......... 145 

overview on setting ........... 137 

setting advanced ................ 150 

setting color for specific 

columns or rows .............. 142 

setting color for whole 

Worksheet ......................... 141 

setting on paged fields ...... 140 

using to format the 

display ............................... 137 

attributes (Java) .......................... 225 

default ................................. 226 

defining a new range ........ 232 

deleting a range ................. 233 

for specific columns 

or rows .............................. 230 

for whole Worksheet ......... 229 

managing ranges ................ 233 

overview ............................. 226 

ranges .................................. 228 

axes 

customizing chart .............. 166 

B 

bars 

Menu ........................................ 8 

business example ........................ 91 

business example (Java) ........... 200 

C 

Calculation command 

(Edit Menu) ........................... 101 

calculations ................................ 132 

adding ................................. 132 

deleting ............................... 136 

editing ................................. 136 

calendar 

scheduling reports with ...... 69 

cells and cell values ................... 96 

changing 

available paged fields ....... 131 

column attributes ............... 152 

folder security settings ........ 24 

Info Worksheet ................... 122 

Info Worksheet column 

dimensions ........................ 122 

Info Worksheet row 

dimensions ........................ 122 

paged dimension fields ..... 130 

printing settings on Info 

Worksheet ......................... 195 

row attributes ..................... 152 

the look of the Ino Worksheet 

for Java display ................. 213 

the range of chart axes ...... 166 

Channel Tab (Report Properties 

dialog box) .............................. 45 

Chart command 

Format Menu ...................... 102 

View Menu .......................... 101 

chart legends 

customizing ......................... 255 

chart templates 

creating ................................ 164 

loading ................................. 165 

charting function 

on Info Worksheet ................. 5 

Charting Menu commands 

(Java) ...................................... 210 

Show Chart/Hide Chart ..... 210 

charts ........................................... 156 

adding new titles and 

labels .................................. 170 

customizing axes ................ 166 

customizing titles and 

labels .................................. 169 

customizing with Seagate 

Charts ................................. 172 

displaying different types .. 161 

drilling up and down ......... 173 

hiding tick labels ................ 167 

managing templates ........... 164 

positioning ........................... 161 

setting a new default style ... 163 

setting to default style ........ 163 

showing in a different 

area of the display ............ 161 

charts (Java) ................................ 237 

adding titles ......................... 243 

customizing chart axes ...... 245 

customizing pie charts ...... 253 

customizing the grid lines ... 250 

customizing the ticks ......... 250 

displaying values 

on charts ............................ 252 

graduated fill colors ........... 244 

positioning ........................... 241 

selecting different types ..... 242 

child fields 

displaying different Info 

Worksheet ......................... 119 

Collapse All Hierarchies command 

(View Menu) ......................... 102 

Color Tab (Attribute Editor) ...... 156 

color-coding 

figures (Java) ........................ 235 

column dimension ...................... 96 

changing .............................. 122 

changing (Java) ................... 216 

field names .......................... 110 

Index-1

column totals .................................. 5 

displaying Info Worksheet .. 115 

Column Totals command 

(View Menu) ......................... 102 

column widths 

setting default ..................... 111 

columns 

excluding for a field .......... 183 

excluding for a field 

(Java) .................................. 262 

resizing ................................ 109 

resizing (Java) ..................... 212 

showing totals .................... 114 

using calculationd to 

add new ............................ 132 

commands 

Data Menu .......................... 103 

Edit Menu ....................... 9, 101 

File Menu ........................ 9, 100 

Format Menu ...................... 102 

Help Menu ..................... 9, 104 

Menu ................................... 100 

Open (File Menu/Java) ...... 209 

Options 

(Edit Menu/Java) ............... 209 

Print (File Menu/Java) ........ 209 

Remove All Excludes 

(Filter Menu/Java) .............. 210 

Remove All Sorts 

(Filter Menu/Java) ............. 210 

Save View 

(File Menu/Java) ............... 209 

Save View As 

(File Menu/Java) ............... 209 

Select All 

(Edit Menu/Java) ............... 209 

Show Chart/Hide Chart 

(Charting Menu/Java) ...... 210 

Tools Menu ..................... 9, 103 

View Filters 

(Filter Menu/Java) ............. 210 

View Menu ..................... 9, 101 

Window Menu ................... 104 

commands (Java) 

Charting Menu ................... 210 

Edit Menu ........................... 209 

File menu ............................ 209 

Filter Menu ......................... 209 

Conditional Attributes command 

(Format Menu) ..................... 102 

conditions 

defining new ...................... 143 

deleting ............................... 144 

configuring 

Desktop for multiple 

Info APS connections ...... 296 

Index-2 

connecting to 

Info APS/APS Cluster ........... 15 

connection 

establishing Info 

Channel ............................. 290 

Contents command 

(Help Menu) .......................... 104 

Copy command (Edit Menu) .... 101 

Copy Special command 

(Edit Menu) ............................ 101 

creating 

an offline store ...................... 17 

chart templates ................... 164 

open cubes ............................ 34 

prompting variable 

pick lists ............................. 308 

reports .................................. 198 

reports with Info 

Worksheet ............................. 5 

Table of Contents report ..... 33 

cubes ............................................. 96 

cube files ............................... 40 

importing from other 

computers ............................ 36 

importing from Seagate 

Holos .................................... 39 

importing ones produced 

in Seagate Holos ................. 39 

cursors 

movement ........................... 121 

customizing 

chart axes ............................ 166 

chart axes, changing 

the range ............................ 166 

chart legends ....................... 255 

chart titles and labels ......... 169 

WebAccess desktop ........... 286 

D 

data 

exporting from Info 

Worksheet ......................... 191 

pasting into other 

applications ....................... 192 

printing ................................ 195 

saving to a spreadsheet 

file ....................................... 191 

showing in a chart ............. 159 

showing in a chart (Java) ... 239 

using calculations 

to add value to .................. 132 

Data Menu commands ............. 103 

Exclude ................................ 103 

Show Top/Bottom .............. 103 

Sort ....................................... 103 

database connectivity 

testing before processing .... 83 

DB Tested status message .......... 13 

default attributes ........................ 137 

default column widths 

setting .................................. 111 

Delete Attributes command 

(Format Menu) ...................... 102 

deleting 

calculations ........................ 136 

Info APS/APS Clusters ......... 17 

instances ............................... 79 

ranges (Java) ........................ 233 

report instances 

(WebAccess) ..................... 283 

dependencies 

scheduling an object with .. 71 

setting object ........................ 70 

descending sort order 


descriptions .................................. 96 

desktop 

establishing a connection 

to WebAccess ................... 272 

destination 

specifying output ................. 56 

dialog boxes 

Exclude Filter ...................... 185 

Format Chart ............................ 5 

Local Exclude ..................... 185 

Report Properties ................. 44 

Scheduling ............................ 50 

differences 

Info Desktop/WebAccess 

desktop .............................. 266 

dimension buttons 

showing/hiding ................... 215 

dimension fields 

showing all ......................... 131 

dimension names 

showing or hiding 

tooltips ............................... 112 

dimensions ................................... 96 

changing Info Worksheet 

column .............................. 122 


row ..................................... 122 

excluding fields .................. 182 

multiple column and row ... 96 

sorting .................................. 177 

sorting (Java) ....................... 258 

disconnecting from 

an Info APS/APS Cluster ..... 16

display 

changing Info Worksheet for 

Java ..................................... 213 

coloring Info Worksheet 

cells .................................... 141 

hiding fields in .................... 132 

showing or hiding the grid 114 

showing top/bottom 

values ................................. 186 

showing top/bottom values 

for a field ........................... 187 

showing top/bottom values 

using Pareto analysis ....... 189 

sorting fields in ................... 174 

symbols .................................. 99 

using an exclude filter 

to hide fields ..................... 180 

using attributes to format .. 137 

display (Java) 

coloring cells ...................... 229 

cursors ................................. 216 

excluding fields from ......... 261 

resetting ............................... 204 

showing or hiding 

dimension buttons ........... 215 

sorting fields in ................... 256 

symbols ................................ 208 

using an exclude filter ....... 261 

display fields 

excluding from 

Info Worksheet ................. 180 

performing multi-level 

sorts .................................... 175 

sorting Info Worksheet ...... 174 

displaying 

all fields in a dimension .... 131 

cursors ................................. 121 

different charts on Info 

Worksheet ......................... 161 

different child fields on Info 

Worksheet ......................... 119 

different parent field .......... 118 

different top-level totals 

field .................................... 117 

multiple rows or columns ... 123 

or hiding tooltips ................ 112 

row and column totals ...... 115 

totals as percentages .......... 115 

values as percentages 

of the slice total ................ 116 

drill arrows ................................... 97 

drill-down ..................................... 98 

in the Info Worksheet .......... 97 

in the Info Worksheet 

for Java ............................... 206 

Java ....................................... 206 

E 

Edit Menu commands .......... 9, 101 

Calculation ......................... 101 

Copy .................................... 101 

Copy Special ...................... 101 

Select All ............................. 101 

Edit Menu commands (Java) .... 209 

Options ............................... 209 

Select All ............................. 209 

editing 

a global exclude ................ 185 

calculations ........................ 136 

excludes .............................. 185 

top/bottom filters ............... 190 

editors 

Attribute .............................. 154 

establishing 

a connection to the Info 

Channel ............................. 290 

Event Log 

notification of object success/ 

failure ................................... 68 

events 

scheduling object 

dependent on ..................... 76 

triggering ............................... 74 

Excel 

exporting data to ....... 191, 192 

exclude (Java) ............................ 261 

columns/rows for a field ... 262 

editing ................................. 263 

on a field ............................. 262 

removing ............................. 263 

symbol ................................. 208 

Exclude command 

(Data Menu) ......................... 103 

Exclude Filter dialog box ......... 185 

excludes 

editing ................................. 185 

editing global ..................... 185 

global and local ................. 180 

on inner dimensions ......... 180 

removing ............................. 185 

restrictions for .................... 181 

excludes, global 

removing ............................. 186 

excludes, symbol for ................ 180 

excluding 

columns/rows for a field ... 183 

fields from a dimension .... 182 

Exit command (File Menu) ...... 101 

Expert 

Open Cube ........................... 34 

Export to Excel/Lotus command 

(File Menu) ........................... 101 

exporting 

data from the Info 

Worksheet ......................... 191 

F 

Failed status message .................. 13 

failure notification 

sending .................................. 66 

features 

key Seagate Info ..................... 3 

field hierarchies 

special selections ............... 127 

field information 

how to show or hide .......... 113 

field names 

customizing ......................... 169 

showing or hiding extra 

tooltips ............................... 112 

Field Selector .............................. 124 

searching for fields ............. 127 

toolbar .................................. 125 

using to select 

paged fields .............. 130, 224 

using to show/hide fields ..... 128 

Field Selector (Java) ................... 219 

hiding/showing fields ........ 222 

searching for fields ............. 222 

single .................................... 220 

toolbar .................................. 220 

Field Selector buttons 

how to show or hide .......... 112 

Field Selector toolbar 

Collapse/Expand 

hierarchies ......................... 125 

Display modes .................... 126 

Field display ........................ 126 

modifying selections .......... 125 

fields .............................................. 96 

changing available 

paged .................................. 131 

changing paged 

dimension .......................... 130 

displaying top/bottom 

values ................................. 187 

hiding in display ................. 132 

hiding using an exclude .... 180 

selecting display ................. 219 

selecting for display .. 124, 219 

setting attributes on paged .. 140 

showing all in a 

dimension .......................... 131 

showing or hiding quickly .. 131 

sorting .................................. 178 

sorting display ..................... 174 

using Field Selector 

to display ........................... 128 

Index-3

fields (Java) 

changing paged 

dimension ......................... 224 

excluding from the 

display ............................... 261 

hiding or showing .............. 222 

hiding using an exclude ... 261 

sorting ......................... 256, 259 

File Menu commands ........... 9, 100 

Exit ....................................... 101 

Export to Excel/Lotus ......... 101 

Open ................................... 100 

Print ..................................... 101 

Print Setup .......................... 101 

Save View ........................... 100 

Save View As ...................... 100 

File menu commands (Java) .... 209 

Open ................................... 209 

Print ..................................... 209 

Save View ........................... 209 

Save View As ...................... 209 

Filter Menu commands 

(Java) ...................................... 209 

Remove All Excludes ........ 210 

Remove All Sorts ............... 210 

View Filters ......................... 210 

filters 

editing top/bottom ............. 190 

removing top/bottom ........ 190 

setting restrictions for top/ 

bottom ............................... 186 

folder properties 

modifying .............................. 26 

Folder Tree list box ............. 11, 271 

Folder Tree Panel 

(WebAccess) ......................... 268 

folders 

adding a program to ............ 29 

adding a query to ................ 28 

adding a report to ................ 27 

adding to Desktop ............... 23 

changing security 

settings for ........................... 24 

modifying properties ........... 26 

overview ............................... 22 

Private ................................... 22 

Public .................................... 22 

tutorials ................................. 23 

Font Tab (Attribute Editor) ....... 155 

Format Chart dialog box ............... 5 

Format Menu commands ......... 102 

Chart .................................... 102 

Conditional Attributes ....... 102 

Delete Attributes ................ 102 

Index-4 

formatting 

removing a sort ................... 179 

the display using 

attributes ............................ 137 

formulas 

modifying selection ............. 82 

G 

General Tab (Report Properties 

dialog box) .............................. 44 

Generate Report command 

(Tools Menu) ......................... 103 

getting to know the Info Desktop 

tutorials .................................. 15 

Global and Local excludes ...... 180 

global exclude ........................... 180 

editing .................................. 185 

performing ........................... 184 

grid 

showing or hiding .............. 114 

showing/hiding Info 

Worksheet ......................... 114 

H 

Hands-On tutorials 

Folders ................................... 23 

Getting to know the Info 

Desktop ................................ 15 

Info Channel ....................... 290 

Object Properties ................. 43 

Objects .................................. 27 

Offline Desktop .................... 17 

Prompting Variable 

Pick Lists ............................ 308 

Scheduling ............................ 54 

The Info Desktop for 

Outlook .............................. 294 

WebAccess Desktops ........ 272 

Help Menu commands ........ 9, 104 

About Seagate Info ............. 104 

Contents ............................... 104 

How to Use Help ............... 104 

Search for Help on ............. 104 

hiding 

dimension buttons ............. 215 

field information ................. 113 

Field Selector buttons ........ 112 

fields (Java) .......................... 222 

fields in display .................. 132 

fields quickly ....................... 131 

fields using exclude filter .. 180 

fields with Field Selector ... 128 

tick labels on charts ........... 167 

tooltips ................................. 112 

hierarchy ...................................... 97 

collapsing .............................. 98 

collapsing all ........................ 98 

highlighting 

on Info Worksheet .................. 5 

Highlighting Expert ................... 138 

holding 

scheduled instances .......... 281 

HTML 

Info Desktop ....................... 267 

Info Desktop for ........ 273, 280 

Info Desktops ..................... 267 


I 

icon bar (WebAccess) .............. 268 

importing 

cubes from other 

computers ........................... 36 

cubes produced in Seagate 

Holos ................................... 39 

importing cubes 

Cube File ............................... 37 

from Seagate Holos ............. 39 

FTP Login .............................. 38 

Info Analyzer (Info Desktop) ... 304 

Info APS 

adding .................................... 16 

connecting to ....................... 15 

deleting .................................. 17 


Info APS connections 

configuring Desktop for 

multiple ............................. 296 

Info APS/APS Cluster 

adding .................................... 16 

connecting to ....................... 15 

deleting .................................. 17 


Folder Tree ............................ 11 

Info Channel 

establishing a connection 

to ........................................ 290 

how to push report instances 

to ........................................ 294 

overview ............................. 272 

pushing a report to .............. 84 

tutorials ................................ 290 


adding a folder/subfolder 

to .......................................... 23 

deleting an instance from ... 79 

Folder Tree ............................ 11 

for HTML ........... 267, 273, 280 

importing cubes ................... 36

Job Information list box ....... 12 

main screen ............................. 8 

Menu Bar ................................. 8 

modifying folder 

properties ............................. 26 

Offline .................................... 14 

overview .................................. 2 

removing a public folder 

from ...................................... 25 

removing an object from .... 43 

running Holos ....................... 41 

setting instance limits ........ 283 

setting object limits .............. 80 

shortcut menus ..................... 14 

toolbar ................................... 10 

using a calendar to schedule 

reports .................................. 69 

Info Desktop for 

Java ..... 267, 270, 274, 281, 288 

changing passwords .......... 285 

Job Information list box ..... 271 

toolbar ................................. 270 

Info Desktop for Outlook .... 4, 272 

navigating ............................ 297 

setting up ............................. 295 

tutorials ................................ 294 

Info Desktop/WebAccess desktop 

differences ............................. 266 

Info Outlook Server 

setting up ............................. 294 

Info Server 

specifying .............................. 62 

Info Server classes 

choosing for processing ...... 63 

Info Server groups 

choosing for processing ...... 63 

Info Tab 

Schedule dialog box ............ 51 

using to specify output 

destination ........................... 56 

Info Viewer 

for ActiveX (WebAccess) ... 301 

for HTML (WebAccess) ..... 303 

for Java (WebAccess) ......... 302 


Info Viewers ............................... 299 

overview .............................. 300 

Info Worksheet .............................. 5 

adding value to data using 

calculations ....................... 132 

changing the print 

settings ............................... 195 

charting function .................... 5 

creating reports ................... 198 

default attributes ................. 137 

displaying different child 

fields .................................. 119 

displaying different parent 

field .................................... 118 

displaying different top-level 

totals field ......................... 117 

displaying multiple rows or 

columns ............................. 123 


values ................................. 186 

displaying totals as 

percentages ....................... 115 

displaying values as percentages 

of the slice total ................. 116 

excluding fields from a 

dimension ......................... 182 

excluding fields from the 

display ............................... 180 

exporting data from ........... 191 

general appearance of ........ 95 

how to display the row and 

column totals .................... 115 

how to re-orient ................. 122 

how to show row/column 

totals .................................. 114 

how to show/hide grid ...... 114 

how to start ........................... 90 

managing chart 

templates ........................... 164 

multiple dimensions ............ 97 

multiple dimensions 

option .................................. 96 

opening ......................... 90, 108 

overview ............................... 90 

performing multi-level 

sorts .................................... 175 

printing ................................ 194 

printing with the current 

settings ............................... 195 

promotion of sorting fields in 

the display ......................... 175 

removing a sort .................. 179 

removing all specified 

sorts .................................... 180 

re-orienting ......................... 121 

reorienting the display ...... 181 

resizing columns ................ 109 

restrictions ............................ 96 

restrictions for sorting ....... 176 

restrictions on excludes .... 181 

saving a view ...................... 108 

setting attributes on paged 

fields .................................. 140 

setting default column 

width .................................. 111 

showing/hiding field 

information ........................ 113 

showing/hiding Field Selector 

buttons ............................... 112 

sorting display fields .......... 174 

sorting on a dimension ...... 177 

sorting on a field ................ 178 

special cell values .............. 192 

Status bar ............................... 95 

terminology ........................... 96 

Title Bar ................................. 95 

toolbar .................................. 105 

using attributes to format 

display ................................ 137 

using drill-down function ... 97 

using highlighting ................... 5 

using to create reports ........... 5 

using to total rows and 

columns ................................. 5 

window .................................. 95 

working with column 

dimension field names .... 110 

working with row dimension 

field names ........................ 109 

Info Worksheet cells 

performing the copy and 

paste ................................... 193 

Info Worksheet for Java ............ 198 

column dimension ............. 205 

drilling-down ...................... 206 

general appearance ........... 204 

multiple dimensions .......... 205 

opening ................................ 211 

overview .............................. 198 

printing ................................ 264 

re-orienting .......................... 215 

resetting the display ........... 204 

row dimension .................... 205 

saving a view ...................... 211 

special cells and cell 

values ................................. 205 

starting ................................. 199 

status bar .............................. 204 

terminology ......................... 205 

toolbar .................................. 210 

window ................................ 204 

inner dimension fields 

of shortcut menus ............... 107 

inner dimensions 

of shortcut menus ............... 106 

using excludes on .............. 180 

instance limits 

setting ................................... 283 

instance properties 

viewing (WebAccess) ........ 285 

Index-5

instances 

adding to offline stores ....... 19 

DB Tested status message .. 13 

deleting ................................. 79 

Failed status message .......... 13 

holding scheduled ....... 77, 281 

No Response status 

message ............................... 13 

OnHold status message ...... 13 

Processing status message .. 12 

Recurring status message ... 13 

releasing ................................ 78 

retrieving archived ............ 284 

Scheduled status message .. 13 

Stopped status message ...... 13 

stopping scheduled ............. 79 

Stopping status message ..... 13 

Success status message ....... 13 

introduction to 

Folders ................................... 22 

Info Channel ....................... 272 

Info Desktop ............................ 2 

Info Desktop for Outlook .... 272 

Info Viewers ....................... 300 

Info Worksheet ..................... 90 

Info Worksheet for Java .... 198 

prompting variable pick 

lists ..................................... 308 

scheduling ............................ 50 

WebAccess Desktops ........ 266 

invalid cells .................................. 96 

J 

Java 


Info Desktop for .. 274, 281, 288 


Info Worksheet for ............. 198 

the status bar ...................... 204 

Job Information list box .............. 12 


(Info Desktop for Java) ........ 271 

Job Information Tabs 

(WebAccess) ......................... 269 

K 

key features of Seagate Info .......... 3 

L 

labels 

adding new chart ............... 170 


legends 


Index-6 

limits 

setting instance ................... 283 

setting object ......................... 80 

Limits Tab (Report Properties 

dialog box) .............................. 47 

list box 

Folder Tree .......................... 271 

Job Information (Info 

Desktop for Java) .............. 271 

loading a chart template ........... 165 

local exclude .............................. 180 

on a dimension ................... 182 

on a field ............................. 183 

removing ............................. 185 

Local Exclude dialog box ......... 185 

logon parameters 

using LogOn Tab to specify .. 52 

LogOn Tab (Schedule dialog 

box) .......................................... 52 

Lotus 

exporting data to ....... 191, 192 

M 

main page 

folder tree panel ................. 268 

Job Information Tabs ......... 269 

WebAccess .......................... 267 

main screen 

Folder Tree ............................ 11 

Info Desktop ........................... 8 

Job Information list box ....... 12 

managing 

chart templates ................... 164 

two conditions that reference 

the same cells ................... 145 

Menu Bar 

Info Desktop ........................... 8 

Java ....................................... 209 

Menu Commands ...................... 100 

Java ....................................... 209 

menus 

Shortcut ......................... 14, 105 

modifying 

folder properties ................... 26 

object properties .................. 43 

prompting variables ............. 81 

selection formulas ................ 82 

selections using Field 

Selector toolbar ................ 125 

mouse 

right button capabilities ...... 14 

movement cursors ..................... 121 

moving through the fields one 

at a time ................................. 130 


performing .......................... 175 

multiple columns 

displaying on Info 

Worksheet ......................... 123 

multiple dimensions 



on the Info Worksheet ........ 96 

multiple rows 

displaying on Info 

Worksheet ......................... 123 

N 

names 

column dimension field .... 110 

of row dimension fields .... 109 

navigating 

the Info Desktop for 

Outlook ............................. 297 

new features 

Info Desktop for Outlook ...... 4 

Info Worksheet ........................ 5 

new features of Seagate Info 

Open OLAP ............................. 3 

report packages ....................... 4 

seamless object creation ........ 4 

No Response status message ..... 13 

notification 

sending .................................. 66 

Notify Tab (Schedule dialog 

box) .......................................... 52 

null values .................................... 96 

Number Tab (Attribute Editor) .... 154 

O 

object limits 

setting .................................... 80 

object properties 

modifying .............................. 43 

tutorials .................................. 43 

object success/failure 

notification ............................ 66 

notifying the Event Log ....... 68 

objects 

how to view ........................ 280 

modifying properties ........... 43 

removing from the Info 

Desktop ............................... 43 

scheduling at a specific date/ 

time (WebAccess) ............ 276 

scheduling dependent on 

event .................................... 76 

scheduling for immediate 

processing ........................... 54

scheduling for immediate 

processing (WebAccess) .... 275 

scheduling for recurring 

processing ........................... 60 

scheduling for recurring 

processing (WebAccess) .... 277 

scheduling to process at a 

specific date/time ............... 57 

scheduling with 

dependencies ...................... 71 

setting dependencies ........... 70 

setting scheduling restrictions 

for ......................................... 64 

specifying output 

format for ............................. 55 

stopping (WebAccess) ....... 282 

tutorials .................................. 27 

using When Tab to specify run 

dates/times ........................... 51 

offline 

Info Desktop ......................... 14 

offline desktop 

tutorials .................................. 17 

offline stores 

adding instances to .............. 19 

creating .................................. 17 

OLAP 

Open ........................................ 3 

OnHold status message .............. 13 

Open command 

File menu ............................ 100 

File Menu/Java .................... 209 

Open Cube 

using Expert ........................... 34 

open cubes 

creating .................................. 34 

Open OLAP .................................... 3 

Open OLAP Gateway ............. 3, 34 

opening 

different view (Java) ........... 212 

different view of the Info 

Worksheet ......................... 108 

Info Worksheet for Java ..... 211 

the Info Worksheet ..... 90, 108 

options 

Attribute Editor ................... 154 

setting printing .................... 195 

Options command 

(Edit Menu/Java) ................... 209 

Options command 

(Tools Menu) ......................... 103 

outer dimension fields 

of shortcut menus .............. 107 

outer dimensions 

of shortcut menus .............. 106 

Outlook 


Outlook clients 


output 

specifying format for 

object ................................... 55 

viewing for report/query ..... 86 

output destination 

specifying .............................. 56 

output format 

specifying 

(WebAccess) ............ 278, 279 

overviews 

folders .................................... 22 

Info Channel ....................... 272 



Info Viewers ....................... 300 



prompting variable 

pick list .............................. 308 

scheduling ............................ 50 

setting Info Worksheet 

attributes ............................ 137 

WebAccess desktop .......... 266 

P 

packaging reports ........................... 4 

paged dimension fields 

moving through the fields 

one at a time ..................... 130 

paged dimensions ....................... 96 

changing fields ................... 130 

changing fields (Java) ........ 224 

in shortcut menus .............. 106 

paged fields 

changing available ............ 131 

setting attributes on ........... 140 

using Field Selector 

to select .................... 130, 224 

parent fields ................................. 97 

displaying different on Info 

Worksheet ......................... 118 

Pareto analysis 

using to display top/bottom 

values ................................. 189 

passwords 

changing Info Desktop 

for Java .............................. 285 

performers 

how to show best and 

worst .................................. 148 

performing 

a global exclude ................. 184 

multi-level sorts .................. 175 

Performing the copy and 

paste ....................................... 193 

pie charts 

pulling out pie slices .......... 253 

positioning 

charts .................................... 161 

charts (Java) ......................... 241 

Print command (File Menu) ..... 101 

Print command 

(File Menu/Java) ................... 209 

print settings ............................... 195 

changing Info Worksheet .... 195 

Print Setup command 

(File Menu) ............................ 101 

printers 

setting up or choosing 

another ............................... 194 

printing ........................................ 194 

choosing another printer ... 194 

with current settings ........... 195 

printing (Java) ............................. 264 

printing options 

setting ................................... 195 

printing the Worksheet data .... 264 

Private folders .............................. 22 

processing 

objects immediately ............. 54 

on a specific Info Server ...... 62 

scheduling objects for 

immediate (WebAccess) .. 275 

scheduling recurring objects 

(WebAccess) ..................... 277 

Processing status message .......... 12 

program 

adding to a folder ................. 29 

promotion 

sorting fields in 

the display .......................... 175 

prompting variable pick lists 

creating ................................ 308 

how to use ........................... 312 

overview .............................. 308 

tutorials ................................ 308 

prompting variables 

modifying .............................. 81 

Prompts Tab (Report Properties 

dialog box) .............................. 47 

Prompts Tab 

(Schedule dialog box) ............ 53 

properties 

modifying object .................. 43 

viewing instance 

(WebAccess) ..................... 285 

Index-7

Public folders ............................... 22 

Pulling out pie slices ................ 253 

pushing 

report instances to Info 

Channel ............................. 294 

pushing a report to an 

Info Channel ........................... 84 

Q 

query 

adding to a folder ................ 28 

viewing output ..................... 86 

quotes 

showing/hiding .................. 113 

R 

ranges 

deleting (Java) ..................... 233 

recurring processing 

scheduling an object for ..... 60 

scheduling an object for 

(WebAccess) ..................... 277 

Recurring status message ........... 13 

Remove All Excludes command 

(Filter Menu/Java) ................ 210 

Remove All Sorts command 


removing 

a sort .................................... 179 

all specified sorts ............... 180 

excludes .............................. 185 

objects from the Info 


public folders from the Info 


top/bottom filters ............... 190 

Removing a global exclude ..... 186 

re-orienting 

the Info Worksheet ............ 121 

the Info Worksheet for 

Java .................................... 215 

reorienting the display ............. 181 

re-orienting the Info 

Worksheet ............................ 122 

report instances 

pushing to Info Channel ... 294 

Report Limits Tab (Report 

Properties dialog box ............ 48 

report objects 

specifying an output format 

for ......................................... 55 

report packages .............................. 4 

adding ................................... 31 

scheduling ............................ 87 

viewing instances ................ 88 

Index-8 

Report Properties dialog box 

Channel Tab ......................... 45 

General Tab .......................... 44 

Limits Tab .............................. 47 

Prompts Tab .......................... 47 

Report Limits Tab ................. 48 

Security Tab .......................... 44 

Servers Tab ............................ 45 

reports 

adding to a folder ................. 27 

creating ................................ 198 

deleting instance 

(WebAccess) ..................... 283 

pushing to an Info 

Channel ............................... 84 

scheduling one generated 

from a text file ..................... 69 

setting instance limits ........ 283 

setting object limits .............. 80 

using Info Worksheet to 

create ...................................... 5 

viewing output ...................... 86 

resetting 

display (Java) ....................... 204 

events ..................................... 74 

resizing 

columns ............................... 109 

columns (Java) .................... 212 

restrictions 

setting top and bottom 

filters ................................... 186 

restrictions for sorting ............... 176 

retrieving 

archived instances ............. 284 

right mouse button 

capabilities .............................. 14 

row and column totals .................. 5 

row dimension ............................. 96 

changing (Java) ................... 216 

Row dimension field names .... 109 

row dimensions 

changing .............................. 122 

row totals ........................................ 5 

displaying Info Worksheet 115 

Row Totals command 

(View Menu) ......................... 102 

rows 

excluding for a field ........... 183 

excluding for a field 

(Java) ................................... 262 

showing totals ..................... 114 

using calculations to add 

new ..................................... 132 

run dates/times 

using When Tab to specify ... 51 

S 

Save View As command 

(File Menu) ........................... 100 

Save View As command 

(File Menu/Java) ................... 209 

Save View command 

(File Menu) ........................... 100 

Save View command 

(File Menu/Java) ................... 209 

saving 

a view (Java) ....................... 211 

a view on the Info 

Worksheet ......................... 108 

Schedule dialog box 

Info Tab ................................. 51 

LogOn Tab ............................ 52 

Notify Tab ............................. 52 

Prompts Tab .......................... 53 

Selection Formula Tab ........ 53 

When Tab ............................. 51 

scheduled instances 

holding .................................. 77 

how to hold ........................ 281 

releasing ................................ 78 

stopping ................................. 79 

scheduled objects 

stopping (WebAccess) ....... 282 

Scheduled status message .......... 13 

scheduling 

a report package .................. 87 

object for recurring 

processing ........................... 60 

object for recurring processing 

(WebAccess) ..................... 277 

object to process at a specific 

date/time (WebAccess) ... 276 

objects for immediate 

processing ........................... 54 

objects to process at specific 

date/time ............................. 57 

objects with dependencies ... 71 

overview ............................... 50 

report generated from 

a text file .............................. 69 

reports using a calendar ..... 69 

tutorials .................................. 54 

Scheduling dialog box ................ 50 

scheduling restrictions 

setting for objects ................. 64 

Seagate Charts ........................... 172 

Seagate Holos .............................. 39 

importing cubes from .......... 39 

running from Desktop ......... 41 

Seagate Info 

key features .............................. 3

seamless object creation .............. 4 

Search for Help on command 

(Help Menu) ......................... 104 

security 

changing folder settings ...... 24 

Security Tab (Report Properties 

dialog box) .............................. 44 

Select All command 

(Edit Menu) ............................ 101 

Select All command 

(Edit Menu/Java) ................... 209 

selecting 

different types of charts to 

display ................................ 161 

fields for display ................. 124 

Info Server classes for 

processing ........................... 63 

paged fields using Field 

Selector .............................. 224 

paged fields with the Field 

Selector .............................. 130 

Selection Formula Tab (Schedule 

dialog box) .............................. 53 

selection formulas 

modifying .............................. 82 

selections 

using Field Selector toolbar to 

modify ................................ 125 

Servers Tab (Report Properties 

dialog box) .............................. 45 

Set Prompting Values dialog box 

adding a pick list to ........... 310 

setting 

advanced attributes ........... 150 

attributes on paged fields .... 140 

charts back to default 

style .................................... 163 

color attributes for specific 

columns or rows ............... 142 

color attributes for whole 

Info Worksheet ................. 141 

default column widths ...... 111 

events ..................................... 74 

Info Worksheet attributes .... 137 

instance limits ..................... 283 

new default style for 

charts .................................. 163 

object dependencies ........... 70 

object limits .......................... 80 

printing options .................. 195 

scheduling restrictions for 

objects .................................. 64 

top/bottom filters ................ 186 

setting up 


printer .................................. 194 

the Info Outlook Server .... 294 

settings 


print .................................... 195 

Shortcut menus .......................... 105 

inner dimension field ........ 107 

inner dimensions of ........... 106 

outer dimension fields ...... 107 

outer dimensions of ........... 106 

paged dimensions .............. 106 

Shortcut menus (Info Desktop) ..... 14 

Show Chart/Hide Chart command 

(Charting Menu/Java) .......... 210 

Show Top/Bottom command 

(Data Menu) ......................... 103 

showing 

all fields in a dimension ... 131 

best and worst performers 148 

dimension buttons ............. 215 

field information ................ 113 

Field Selector buttons ....... 112 

fields (Java) ......................... 222 

fields quickly ...................... 131 

fields with Field Selector ..... 128 

very long field names ........ 169 

Sort command (Data Menu) .... 103 

sorting ......................................... 174 


appearance ......................... 174 

global and local excludes 180 

multiple sorts ...................... 175 

on a dimension .................. 177 

on a field ............................. 178 

restrictions .......................... 176 

symbol ................................. 100 

sorting (Java) .............................. 256 

appearance ......................... 257 

multiple sorts ...................... 257 

on a dimension .................. 258 

on a field ............................. 259 

removing or altering .......... 260 

symbol ................................. 208 

sorting fields in the display 

promotion ........................... 175 

sorting, restrictions .................... 176 

sorts 

altering ascending ............. 179 

altering between ascending 

and descending ................ 179 

altering descending ........... 179 

removing ............................. 179 

removing all specified ....... 180 

Special cell values .................... 192 



Special Selections ...................... 127 

specifying 

logon parameters with 

LogOn Tab .......................... 52 

output destination ................ 56 

output format 

(WebAccess) ............ 278, 279 

specific Info Server ............... 62 

starting 

the Info Worksheet ............... 90 

the Info Worksheet 

for Java ............................... 199 

Status Bar 

(Java) ..................................... 204 


status messages 

DB Tested .............................. 13 

Failed ..................................... 13 

No Response ......................... 13 

OnHold .................................. 13 

Processing ............................. 12 

Recurring ............................... 13 

Scheduled .............................. 13 

Stopped .................................. 13 

Stopping ................................. 13 

Success .................................. 13 

Stopped status message .............. 13 

stopping 

scheduled instances ............. 79 

scheduled WebAccess 

objects ................................ 282 

status message ...................... 13 

style 

setting new default for 

charts .................................. 163 

styles 

selecting different 

window .............................. 213 

subfolders 

adding .................................... 23 

success 

sending notification ............. 66 

Success status message ............... 13 

T 

Table of Contents report 

creating .................................. 33 

tabs 

Channel (Report Properties 

dialog box) .......................... 45 

Color (Attribute Editor) ...... 156 

Font (Attribute Editor) ........ 155 

General (Report Properties 

dialog box) .......................... 44 

Index-9

Info (Schedule dialog box) ..... 51 

Job Information 

(WebAccess) ..................... 269 

Limits (Report Properties 

dialog box) .......................... 47 

LogOn (Schedule 

dialog box) .......................... 52 

Notify (Schedule 

dialog box) .......................... 52 

Number (Attribute Editor) .... 154 

Prompts (Report Properties 

dialog box) .......................... 47 

Prompts (Schedule 

dialog box) .......................... 53 

Report Limits (Report Properties 

dialog box) .......................... 48 

Security (Report Properties 

dialog box) .......................... 44 

Selection Formula (Schedule 

dialog box) .......................... 53 

Servers (Report Properties 

dialog box) .......................... 45 

When (Schedule 

dialog box) .......................... 51 

templates 

creating chart ..................... 164 

loading chart ...................... 165 

managing chart .................. 164 

terminology 


on Info Worksheet ............... 96 

testing 

database connectivity before 

processing ........................... 83 

The Offline Desktop ................... 14 

tick labels 

hiding chart ........................ 167 

Title Bar 


titles 

adding new chart ............... 170 


toolbars 

Field Selector ...................... 125 

Info Desktop ......................... 10 

Info Desktop for Java ......... 270 

Info Worksheet ................... 105 


Java ...................................... 210 

Tools Menu commands ....... 9, 103 

Generate Report ................. 103 

Options ............................... 103 

tooltips 

showing or hiding .............. 112 

Index-10 

top/bottom filter ......................... 186 

on a field ............................. 187 

removing ............................. 190 

restrictions ........................... 186 

symbol ................................. 100 

top/bottom values 

displaying ............................ 186 

totals 

column ..................................... 5 

displaying Info Worksheet 

column ............................... 115 

displaying Info Worksheet 

row ..................................... 115 

displaying values as percentages 

of slice total .......................... 116 

row ........................................... 5 

showing a different parent 

field ..................................... 118 

showing a different top-level 

field ..................................... 117 

showing as percentages .... 115 

showing different child 

fields ................................... 119 

showing row and column ... 114 

traffic lighting ............................. 148 

traffic lighting (Java) .................. 235 

triggering an event ....................... 74 

U 

uninitialized cells ........................ 96 

using 

advanced number, font, and 

color attributes .................. 150 

attributes to format the 

display ................................ 137 

calculations to add value to 

data ..................................... 132 

calendar to schedule 

reports .................................. 69 

column dimension field 

names ................................. 110 

current Info Worksheet ..... 195 

current Info Worksheet settings 

to print ............................... 195 

drill-down function on Info 

Worksheet ........................... 97 

excludes on inner 

dimensions ........................ 180 

Field Selector to select display 

fields ................................... 124 

Field Selector to select paged 

fields .......................... 130, 224 

Field Selector toolbar to modify 

selections ........................... 125 

Format Chart dialog box to 

chart ....................................... 5 

highlighting function on Info 

Worksheet .............................. 5 

Info Worksheet data to create 

reports ................................ 198 

Info Worksheet to create 

reports ..................................... 5 

Info Worksheet to total 

columns .................................. 5 

Info Worksheet to total rows ... 5 

LogOn Tab to specify logon 

parameters .......................... 52 

multiple dimensions on the Info 

Worksheet ........................... 96 

row dimension field 

names ................................ 109 

the prompting variable 

pick list .............................. 312 

V 

values 

displaying top/bottom ....... 186 


field .................................... 187 

special ................................... 96 

using Prompts Tab to modify 

variable ................................ 53 

variable values 

using Prompts Tab 

to modify ............................. 53 

variables 

modifying prompting .......... 81 

View Filters command 


View Menu commands ........ 9, 101 

% of Column Total ............ 102 

% of Row Total .................. 102 

% of Slice Total .................. 102 

Chart .................................... 101 

Collapse All Hierarchies ... 102 

Column Totals .................... 102 

Row Totals .......................... 102 

viewing 

a report package instance ..... 88 

instance properties 

(WebAccess) ..................... 285 

objects ................................. 280 

query output ......................... 86 

report output ......................... 86 

views 

opening different (Java) ..... 212 

opening different Info 

Worksheet ......................... 108 

saving (Java) ........................ 211 

saving Info Worksheet ...... 108

W 

WebAccess 

customizing the desktop ... 286 

deleting report instances ... 283 

establishing a connection to 

desktops ............................. 272 

Folder Tree Panel ............... 268 

icon bar ............................... 268 

Info Viewer for ActiveX ..... 301 

Info Viewer for HTML ....... 303 

Info Viewer for Java ........... 302 

Job Information Tabs ......... 269 

main page ............................ 267 

overview .............................. 266 

WebAccess desktop/Info Desktop 

differences ............................. 266 

WebAccess Desktops 

tutorials ................................ 272 

When Tab (Schedule 

dialog box) .............................. 51 

widths 

setting column default ....... 111 

Window Menu commands ...... 104 

Arrange Chart ..................... 104 

window styles 

selecting different ............... 213 

windows 

Info Desktop main ................. 8 



worked example .......................... 91 

worked example (Java) ............. 200 

working with 

column dimension field 

names ................................. 110 

row dimension field 

names ................................. 109 

Worksheet data .......................... 264 

Index-11

Seagate Info™ 7.5 Desktop User's Guide

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