Transcript Integration Tips with Brio Intelligence

Brio Intelligence 8
Zero-Footprint Mode
Without a plug-in,
how do I…?
Mark Ostroff
Principal Systems Consultant
T H E B U S I N E S S P E R F O R M A N C E S O F T W A R E C O M P A N Y™
…Create My Own Personal Dashboard?
Goal:
– Build an Active, Drillable Display of Charts, Pivots, etc.
Challenge:
– Users only have web-based access
Solution:
– Use the “new” Personal Pages module to assemble
zero-footprint content
Resources:
– Brio v8.0 or higher
BRIO CONFIDENTIAL
2
…Export to Excel?
Goal:
– Export a section to Excel from a zero-footprint BQY
Challenge:
– The zero-footprint mode toolbar only has icons for
exporting to local BQY or to PDF.
EIS-based Solution:
– Excel export to a virtual directory on your web server.
– Use OpenURL() to fetch the Excel file into your
browser.
Resources:
– Brio Intelligence v8.0 or higher
BRIO CONFIDENTIAL
3
…Pass Parameters?
Goal:
– Pass parameter values to a zero-footprint BQY using a
SmartCut URL
Challenge:
– Since zero-footprint mode runs the BQY at the server,
no Session object exists with which to examine the
SmartCut URL
Solution:
– Use the @HTML() pseudo-function to capture the URL
in a global JS variable
Resources:
– Brio Intelligence v8.02 or higher
– Any JavaScript command reference
BRIO CONFIDENTIAL
4
…Let Users Build Their Own Queries?
Goal:
– Allow users to build queries from scratch
Challenge:
– Zero-footprint mode does not currently provide a UI for
this functionality
EIS-based Solution:
– Use EIS sections to provide the interface
– Build queries, charts, pivots, etc. in JS code based on
user selections in the EIS sections
Resources:
– Brio Intelligence v8.0 or higher
BRIO CONFIDENTIAL
5
Any Questions?
T H E B U S I N E S S P E R F O R M A N C E S O F T W A R E C O M P A N Y™