Contents

• Release Notes
  • About this release
  • Solution enhancements
    • New features
      • Mobile
      • Self-Service
      • Web administration and security
    • Product improvements
      • Performance enhancements
      • Content development
      • Self-Service
• Infor BI Dashboards
  • Overview of Infor BI Dashboards
  • Signing in to Dashboards
  • Opening dashboards
  • Navigation
  • Working with dashboards
    • Adding content to dashboards
      • Adding dashboard content from a content connection
      • Adding a WebView to a dashboard
      • Enabling interaction mode
      • Copying widgets
        • Editing copied widgets
    • Widget properties
      • Editing widget properties
        • Specifying the collapsing direction
    • Layout concepts
      • Editing dashboard content
        • Helper lines
        • Snapping
    • Widget communication
      • The Widget Communication dialog box
      • Creating parameter connections
      • Editing parameter connections
      • Splitting parameter connections
      • Creating report jumps
      • Creating and editing WebView widget parameters
  • Sharing dashboards
    • Creating dashboard links
    • Exporting dashboards
    • Importing dashboards
    • Creating BI application components
  • Dashboard settings
    • Auto-hiding the toolbar
    • Automatically refreshing content
    • Setting the start screen
    • Setting the language
      • Browser and system settings
    • Changing the password
    • Content connections
      • Creating a content connection
      • Editing a content connection
  • Dashboard properties
    • General tab
      • Protected application component dashboards
    • Layout tab
      • Specifying dashboard size
        • Auto-sizing dashboards
      • Showing the dashboard title bar and margins
    • Theme tab
      • Specifying the background color
  • Dashboard management
    • Searching dashboards
    • Moving dashboards and folders
    • Creating dashboards
      • Creating folders
      • Creating subfolders
    • Copying dashboards
    • Renaming dashboards and folders
    • Removing dashboards and folders
    • Saving dashboards
      • Using the Save As and Save a Copy options
      • Concurrent saving and editing
    • Managing dashboard and dashboard folder permissions
  • Relational queries - Query & Analysis Query Editor
    • Creating content with the Query & Analysis Query Editor
    • Summary and detail queries
    • Extraction types
      • Editing extraction types
    • Segment extraction format
    • Using reverse sign notation
    • Using scaling
    • Sorting output items
    • Specifying filters
      • Period filters
        • Specifying period filters
• Self-Service
  • Overview of Self-Service
  • Self-Service start page
    • Explore your data
    • Analyze your data
      • ABC analysis
        • Chart
        • Table
        • Properties
      • Complexity analysis
        • Properties
      • Distribution analysis
        • Chart
        • Table
        • Detail
        • Statistics
      • Movement analysis
        • Movement chart
        • Comparison chart
        • Ranking table
      • Navigation analysis
        • Actions
    • Use chart guide
    • Pick your chart
      • Column charts
        • Single-series column chart
        • Multi-series column chart
        • Positive-negative column chart
        • Stacked column chart
        • Waterfall column chart
      • Bar charts
        • Single-series bar chart
        • Multi-series bar chart
        • Positive-negative bar chart
        • Stacked bar chart
        • Waterfall bar chart
      • Line charts
        • Single-series line chart
        • Multi-series line chart
      • Comparison charts
        • Benchmark chart
        • Radial progress chart
        • Combination chart
        • Comparison table
        • Comparison column chart
        • Overlapping column chart
        • Comparison line chart
      • Donut and pie charts
      • Special charts
        • Bubble chart
        • Bubble chart over time
        • Colored map
        • Radar chart
        • Scatter chart
    • View your favorites
  • Self-Service toolbars
    • Ad-hoc analysis
      • Enable write back
        • Add row
        • Edit attributes
        • Replace values
      • Change data in ad-hoc analysis
    • Widget toolbar
      • Zero suppression
      • Show data
      • Change data in widgets
      • Current selection
        • Select element
      • Changing the chart type
  • Self-Service wizard
  • Self-Service actions
    • Actions on filters
    • Actions on axis hierarchies
      • Ranking
    • Actions on row headers
    • Actions on column headers
    • Actions on data cells
    • Target fulfillment
  • Creating dashboards using Self-Service
    • Filters widget
    • Self-Service content connection
    • Self-Service widget communication
  • Data configuration
    • Configuring data
    • Paging limit configuration
• Infor BI Application Manager
  • Overview of Infor BI Application Manager
  • Managing applications
    • Customizing and extending applications
    • Creating a local repository
    • Downloading the application
    • Downloading the OLAP data
    • Importing the application to the local repository
    • Importing the OLAP database
    • Importing the application to Application Studio
    • Rules and guidelines for customizing and uploading applications
    • Restrictions on report customization
    • Exporting customized reports
    • Importing customized reports
    • Installing BI applications
    • Updating BI applications
  • Global settings
    • Global Data Sources
      • Editing global data sources
      • Deleting global data sources
    • Repository
      • Configuring the authentication provider settings
    • Attachments
      • Managing attachments
    • Language settings
      • Managing languages
      • Managing translation strings
    • Configuration values
      • Managing configuration values
    • Shared images
      • Adding shared images
      • Importing shared images
      • Exporting shared images
    • Web extensions
      • Web extension manifest
      • Web extension properties
      • Managing web extensions
      • Importing a web extensions package
    • Global security settings
      • Adding secure sites
      • Auditing
        • Administration audit events
        • Configuration audit events
        • Log audit events
        • Repository client events
        • Repository service events
        • Application Engine events
        • DataLink events
        • OLAP events
      • Saving credentials in Dashboards
  • Using predefined dashboards
    • Displaying or hiding columns
  • Creating dashboards
  • User and permission management
    • Assigning users or groups to application roles
    • Creating basic groups
    • Creating application roles
    • Editing application permissions
      • Application permissions
    • Creating repository roles
    • Editing repository roles
    • Editing repository permissions
      • Repository permissions
  • OLAP
    • Access control
      • Managing permissions
    • Browsing the structure of the OLAP database
    • OLAP data roles
    • Specifying Load from Source settings
    • Database Save settings
    • Database statistics
• Infor BI in Infor Homepages
  • Overview of Homepages
  • Navigation
  • Accessing Homepages
  • Creating a new home page
  • Creating additional home pages
  • Widgets in Homepages
    • Different types of widget
    • Standard widgets
      • Adding a standard widget
      • Editing with content tools
      • Configuring with platform controls
    • Published widgets
      • Publishing a standard widget
      • Creating a published widget from a published widget
      • Editing a published widget
      • Exporting published widgets
      • Importing published widgets
  • Displaying KPIs on Homepages
• Infor BI Q&A
  • Overview of Infor BI Q&A
  • Extracting Data
    • Absolute and Relative Cell Addressing
    • Automatic Filter Lookups
    • Creating a Summary Link
    • Creating a Summary Report
    • Creating a Detailed Report
    • Creating a Reference Link
    • Named ranges
      • Creating named ranges
      • Filtering on named ranges
    • Data extraction examples
    • Query Definition dialog
      • Setting filter options
        • Selecting a filter option
      • Extraction types
      • Sorting output items
        • Output options
        • Output columns
      • Period selection
        • Selecting a period
          • Current period override
      • Date lookup
      • Report style
      • Available column selection
    • Task support
  • Analyzing Data
    • Data Send
      • Data Send Dialog Box
      • Constructing a Data Send Definition
      • Creating a Data Send
      • Data Send to SunSystems SSC
    • Recalculate
  • Administering relational hierarchies
    • Creating a parent hierarchy
    • Managing hierarchies
      • Adding a parent node to the hierarchy
      • Adding a child node to the hierarchy
      • Removing a node from the hierarchy
        • Removing all nodes from a hierarchy
    • Validating filters in the hierarchy
    • Hierarchy extraction types
      • Extracting data from hierarchies
    • Reporting on a hierarchy
    • Filtering on a hierarchy
  • Drilling down
    • Drill Path Manager
      • Current Drill Path
      • Saved Drill Paths
      • Linked sheets
      • Moving the Drill Path Manager Window
      • Resizing the Drill Path Manager Window
    • Summary Drill Down
    • Transaction Drill Down
    • Breakout
    • Breakout on Summary Report
    • Expand
    • Drill Down Examples
  • Creating and managing alerts
    • Alert Scheduler
    • Alert tasks
      • Creating Alert Tasks
      • Managing Alert Tasks
      • Administering Alert Tasks
    • Alert processes
      • Creating an Alert Process
      • Creating a Microsoft® Office Excel Process
        • Scheduling the Workbook
      • Creating a Command Line Process
      • Creating an E-mail Process
    • Scheduling a Task
      • Defining the Duration and Frequency of a Scheduled Task
    • Editing a Scheduled Event
  • User-defined outputs
    • Creating user-defined output
    • Managing user-defined output
    • Output formats
    • User-defined output functions
      • &
      • Mid
      • Left
      • Right
      • UCase
      • LCase
      • DateDiff
      • DateValue
      • DateSerial
      • Day
      • Weekday
      • Month
      • Year
      • Now
      • DateTime
      • CDATE
      • And
      • OR
      • Case statements
      • Mathematics
  • Macros
    • Supported macros
    • Creating Macros
      • Recalculate a Report
      • Run and Populate a Query Formula
      • Insert and Run a Query Formula
      • Data Send
      • Log on/log off server