Active Technologies and In-Document Analytics

WebFOCUS provides a patented analytics capability called Active Technologies, which enables end users to take the power of business intelligence with them wherever they go.

By combining data and interactive controls into a single self-contained HTML file, Active Technology reports, charts and dashboards deliver analytic capabilities in a completely portable and disconnected environment, with absolutely no software required. We call this In-Documents Analytics, which provides portable business intelligence for everyone.  

Interactive eStatement created using Active Technologies

There are many WebFOCUS customers who leverage the ‘Save as Active’ output format that natively contains interactive intelligence.  Whether consumer facing, partner facing or employee facing, In-Document Analytics enables organizations to very quickly and easily package a data set with a customized application to provide highly intuitive self-service business intelligence.  In-Document Analytics can be leveraged in many different ways, for many types of users.

Here are four examples to provide an idea of applicability:

You can take static documents and make them actionable and dynamic, whether eStatements, interactive invoices, field sales reports or summary findings from big data projects. Distribution is limitless, and an extremely economical way to deliver analytics to any and all stakeholders.  Consider a PDF (Portable Document Format) document, and how limited it is in delivering insight other than via its predefined format. Now add a subset of data, interactive views, Excel-like functionality, and you have an Active Report, that we are also calling ADF or Analytic Document Format.

Here is a video walking through eStatements:


How are In-Document Analytics Created?

In-Document Analytics can be created in several ways. Firstly there are two WebFOCUS authoring tools, the IT/BI developer oriented App Studio, and the business user oriented InfoAssist+. In-Document Analytics can be designed to be highly customized incorporating advanced dashboards and multiple tabs/pages, or simple tabular reports that a user can then manipulate via the inbuilt features of Active Technologies. Also, end user applications such as InfoAppsTM can be designed to offer outputting of views in several formats, including Active. A non-technical user can create In-Document Analytics in a matter of seconds, accelerating time to business value.

Create a report in InfoAssist+, save as Active, then email to others who can then manipulate without ever accessing a server

Why are In-Document Analytics of Value?

There are many reasons to leverage In-Document Analytics inside and potentially outside of your organization.  Users only require a web browser on any computer or mobile device, in which they open a convenient, secure and highly intuitive analytical document in order to explore data.  They can chart, sort, filter, highlight, calculate, roll up, and pivot information at any time, without ever touching Excel.  For authors, whether IT or business users of WebFOCUS tools, In-Document Analytics are quick and easy to create, they enable disconnected use eliminating the need for server connections, and they enable simple delivery of potentially complex enterprise data. Documents can be secured via password protection, encryption, even time bombed to expire.

Utilities eStatement provides self service what-if analysis

Above is another application of In-Document Analytics via an eStatement, which enables a utilities customer to analyze their usage costs in a number of ways. It is possible and easy to deliver other types of self-service capabilities such as Interactive Invoices,   What/If Projections,  Demographic Benchmarks,  Cash Flow Analyzers, Retirement Planners, Investment Checkups and Net Worth Calculators.

Here are 3 examples you can try for yourself.  Click on the link to download the document into a browser.  You can save them locally or email to a colleague.  

  • Healthcare Example.  Healthcare analysis showing patient population trends, plus a predictive analytics report showing readmission risk for patients.
  • Spanish Retail Example.  Spanish retail sample with 3 pages/tabs of interactive analysis. 
  • Sports Statistics Example. Visual example of sports statistics related to an event, where the data tells the story of what happened.

Contact us and we will email other examples so you can further experience the innovation of In-Document Analytics for yourself.

Healthcare analysis showing patient population trends

Patient population analysis, plus a predictive analytics report showing readmission risk for patients.