Briefing books, Setup Documentation, Prototyping

Basics
  • A dashboard is a view displaying metrics and key information in one screen.
  • InfoCaptor dashboard definition is stored in an individual file with extension ".icv"
  • Dashboard definition is nothing but a collection of SQL queries for each window and how each window should be displayed either as table, chart or parameter. It also contains how the query windows (portlets) are linked together namely as drills.
  • Each window in the dashboard is called as portlet. If the window displays tabular information it is called as "Qlet", if it displays graph it is called as "Glet". if it is a list of values or dashboard parameters then it is called as "Plet". These are just short acronyms for easy reference, nothing much.
  • Each Portlet (Qlet and Glet) can have its own filters (defined using param. These filters are prompted to the user whenever you refresh the portlet. These filters are used when linking two portlets for passing values between them.
  • Each dashboard can have one or more list of values (Plet) and they are also known as Global parameters. These parameters or list of values can be referenced by all the portlets (Qlet and Glet).
  • You can launch InfoCaptor dashboard from your PC or web-server.
What are the different scenarios for use of InfoCaptor?
Dashboard Prototyping

It is very easy to design, create and deploy dashboards using InfoCaptor. Hence it enables an end-user to visualize and create dashboards on their own with little SQL help. This becomes an effective way to communicate the exact dashboard layout and contents to the data-warehouse or the dashboard developers. You can create quick workable dashboard prototypes.

Database Documentation

With the new reporting engine, you can create accurate and in-depth documentation on your database objects in HTML and PDF. All you need is to create a dashboard against your database and create portlets that read the meta-data and link them using drills. Currently we have such dashboard for Oracle database and you will see other pre-built dashboards for MySQL, Sql Server, DB2 and others pretty soon.

Discoverer Documentation

If you are using Oracle Discoverer 10g, then we have the perfect dashboard pre-built for you. This dashboard shows you all of the EUL meta-data for e.g. Business Areas, Folders, Items, Joins, Workbooks, dependencies and much more. This dashboard is based on the same queries that Oracle provides in the form of eul5.eex. You need to point this dashboard against your EUL and generate the PDF or HTML doc in just one click. You no longer need to login to Discoverer Desktop and run the seeded EUL workbooks anymore - thats the old way of doing things!

Database Monitoring

Are you a Database Administrator? If yes, then InfoCaptor is the well suited for your purpose. You no longer need to run the scripts from command line. Just collect all your important monitoring scrips and assemble them in the dashboard. Now, with just one dashboard you can easily monitor the important database metrics. You can use the same dashboard to check against multiple databases. For e.g You can open the Database monitoring dashboard against the development instance and re-open the dashboard against the QA or Production instance.

Nested Loop Reporting

Lets say you have a master Query - "Get list of all employees" and there is a child query "Get Employee Expenses". You can easily create master-child queries using drills and export the results to PDF or HTML. Internally, the reporting engine, first displays the list of Employees, then for each Employee it fires the child query and displays the child results in a nested loop fashion. You can keep defining child of a child queries without limits and during export the report engine takes care of all the child queries regardless of how deep they are. When it exports in PDF, it creates a hierarchical bookmark outline. Similarly when it exports to HTML it creates hyperlinks and outline menu structure.

ERP Setup Documentation

You can assemble all queries that extract setup information from your database and put them in the dashboard. Once they are defined, you can create a snapshot of your setups with timestamp in HTML or PDF. You can use this as a reference document for any future changes in the setups and distribute to your users for better communication. We can help you generate any specific setup dashboards for Oracle Application modules like GL, AP, AR, FA, PO etc.

Create e-books from blog database

If you have a blog or online database where you post articles or tutorials then you can convert them into PDF briefing books or HTML static pages. For e.g you can create dashboard against your MySQL database which contains your articles. Once done, you can change the format and cosmetics of how your export should look and easily export to PDF e-books. If you need to create static version of your online articles then export them to html.

BI meta-data and Lineage Documentation

You can create specialized dashboards against your Business Intelligence metadata. You can create drills that represent the layer just below the presentation layer and create drills from the second layer to the database layer. With this kind of structure, you can create detailed reports that shows the End user object and determine what is the corresponding database object (table/view) and what is the column name at this level.

Multi-database view

Lets say, you have some information stored in MySql database and some personal information in MS-Access database. You can see information from both of these databases in one single page. This provides real-time access to all of your needed information. You can have information from Oracle, SQL-Server, DB2, MySQL and other JDBC compliant databases integrated in one dashboard. You can also drill from one database to another. There is no need for any kind of server or database configuration.

SQL Query Repository

Do You have lots of SQL queries stored at various locations in your Hard disk? If you are in the above situation and have tough time remembering where that critical query you had saved, then InfoCaptor dashboard can save you from that trouble.

With InfoCaptor you can create seperate dashboard files and store as many query definitions you may require in a single ".icv" file. So now the dashboard file acts as a Query repositry and since all your queries are stored in a single file you can easily transfer queries from one machine to another just by moving the single ".icv" file.

Common Reporting Front End

Use it as a Common Front End for your Transaction and Datawarehouse system. This is another good use of this tool. Since InfoCaptor allows you to have multiple connections within the same dashboard, you can simply define one set of queries that point to the Transaction system and another set of queries that point to the Data Warehouse system, all within the same Dashboard file.

Extract Information

Convert or extract your SQL queries into Formatted Excel output. When you export it maintains the colors and font settings. Similarly you can export to CSV, HTML and PDF. With PDF and HTML it maintains the cosmetics after exporting.

Pre-Built Oracle Applications Dashboard

To save you time and money, we have built sophisticated dashboards that are hot-pluggable. Simply download the dashboard files (*.icv) and launch them using InfoCaptor viewer, it connects to your own database and displays information from your own data. Some of the dashboards available are as below

  • General Ledger Analytics Dashboard
  • Oracle Project Intelligence
  • Account Receivables Analytics
  • System Administration
  • Enterprise Planning and Budgeting
  • Discoverer Monitoring

The best part is these dashboards are free for all to use.

Complete Intelligence Connection and Continuity

This is something very unique about InfoCaptor. Since InfoCaptor can connect to a variety of database all at the same time it can provide continuous access to intelligence across different information hubs. For e.g lets say you are designing your Enterprise-Data-warehouse but as of now it is capturing only the critical financial information at a very aggregate level. Adding new fact tables or dimensions requires time and resources and it happens on its own data-warehousing speed.

So the interim solution is to run reports on data-warehouse and then seperately run reports on your operational system and then manually and visually connect them. This is simply not the right way. InfoCaptor has the ability to show information from your data-warehouse and at the same time and same location displays information from your operational transactions. This is the single most reason that uniquely distinguishes InfoCaptor from rest of the crowd.

You can drill from your Datawarehouse to the operational transaction details for e.g Drill from data in Oracle to information in your DB2 instance (Database and information hopping)