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BusinessObjects Web Intelligence XI:Report Design

QA2IOS Learner’s Guide

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1QA2IO - BusinessObjects Web Intelligence XI: Report Design

Course Issue History:Issue: 1 — March 2005

1

The Business Objects Web site is located at: www.businessobjects.com 1

1The Business Objects product and technology are protected by US

patent numbers 5,555,403, 6,247,008, 6,578,027, 6,490,593, and [6,289,352. The Business Objects logo, Weblntelligence,BusinessQuery, the Business Objects tagline, BusinessObjects,

BusinessObjects Broadcast Agent, Rapid Mart, Set Analyzer, Crystal

Analysis, Crystal Enterprise, Crystal Reports, Crystal Applications,

Crystal Analysis Holos, and Crystal Info are trademarks or registered

frademarks of Business Objects SA in the United States and/or other

countries. Various product and service names referenced herein may

be trademarks of Business Objects SA. All other company, product, or

brand names mentioned herein, may be the trademarks of their

respective owners. Specifications subject to change without notice.

Not responsible for errors or omissions. Copyright © 2004 Business

Objects SA. All rights reserved.

Copyright © 2004 Business Objects SA. All rights reserved. L

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Course ContentsABOUT THIS COURSE

ABOUT THIS COURSEAUDIENCE FOR THE COURSEABOUT THIS TRAINING GUIDE IIINTRODUCTION IIIT0PIC OR UNIT IIIPRACTICE IIIREVIEW IIISUMMARY IV

SETUP REQUIREMENTS SINTRODUCTION S-1

Hardware and software requirements S-2HARDWARE REQUIREMENTS S-2SOFTWARE REQUIREMENTS S-2SOFTWARE INSTALLATION GUIDELINES S-3

Classroom requirements S-4COURSE MATERIAL REQUIREMENTS S-4COURSE SPECIFIC SETUP S-4VERIFICATION OF INSTALLATION / SETUP S-9

LESSON 1: INTRODUCTION TO WEB INTELLIGENCE 1The core concepts of Web Intelligence 1-2The business process used in Web Intelligence 1-4The core functionality of Web Intelligence 1-5

LESSON 2: GETTING STARTED WITH INFOVIEW 2Logging on to InfoView 2-2

INTRODUCTION 2-2ACCESSING THE INFOVIEW L0G ON PAGE 2-2

Accessing documents 2-6INTRODUCTION 2-6ABOUT FOLDERS AND CATEGORIES 2-7ACCESSING YOUR FOLDERS AND INBOX 2-9ACCESSING PERSONAL AND CORPORATE CATEGORIES 2-11

Selling lnfoView Preferences 2-14INTRODUCTION 2-14SETTING GENERAL INFOVIEW PREFERENCES 2-14SETTING VIEW PREFERENCES 2-15CHANGING YOUR PASSWORD 2-16

Using BusinessObjects Online Help 2-17INTRODUCTION 2-17ACCESSING HELP 2-17

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Creating dashboards for My InfoView 2-18

INTRODUCTION 2-18

CUSTOMIZING MY INFOVIEW 2-18Managing documents in InfoView 2-22

INTRODUCTION 2-22

CREATING A NEW FOLDER 2-22

COPYING AND MOVING DOCUMENTS AND FOLDERS 2-23DELETING DOCUMENTS AND FOLDERS 2-27CREATING CATEGORIES 2-27 1SAVING DOCUMENTS TO PERSONAL FOLDERS AND CATEGORIES 2-30SEARCHING FOR DOCUMENTS 2-32CREATING A SHORTCUT TO A DOCUMENT 2-33

FILTERING DOCUMENTS IN A LIST 2-34

SHARING DOCUMENTS WITH OTHERS 2-35PUBLISHING DOCUMENTS FOR SHARING WITH OTHERS 2-40

SHARING BEYOND WEB INTELLIGENCE 2-42ADDING DISCUSSIONS TO A DOCUMENT 2-44

ADDING A DOCUMENT FROM YOUR COMPUTER 2-47ADDING A HYPERLINK 2-49

Logging off from InfoView 2-51

INTRODUCTION 2-51

LOGG ING 0FF 2-51

PRACTICE 2-52

REVIEW 2-53

SUMMARY 2-54

LESSON 3: VIEWING DOCUMENTS IN INFOViEW 3Viewing documents in different formats 3-2

INTRODUCTION 3-2VIEWING WEB INTELLIGENCE DOCUMENTS 3-2VIEWING CRYSTAL REPORTS DOCUMENTS 3-2VIEWING NON-BUSINESS OBJECTS DOCUMENTS 3-3

SETTING VIEW OPTIONS 3-4CHANGING DEFAULT VIEW SETTINGS 3-5

VIEWING CRYSTAL REPORT DOCUMENTS 3-7

EXPORTING DOCUMENT DATA 3-8

VIEWING WEB INTELLIGENCE DOCUMENTS IN INTERACTIVE MODE 3-10

Analyzing Web Intelligence documents in Drili mode 3-15

NTRODUCTI0N 3-15 1DRILLING IN A DATA HIERARCHY 3-15

VIEWING WEB INTELLIGENCE AND CRYSTAL REPORT DOCUMENTS AS A PDF 3-18

Refreshing documents 3-19

INTRODUCTION 3-19

REFRESHING A DOCUMENT IN INFOVIEW 3-19

SCHEDULING DOCUMENTS 3-20Printing a document from lnfoView 3-23

INTRODUCTION 3-23

PRINTINGAWEB INTELLIGENCE DOCUMENT 3-23

PRINTING A CRYSTAL REPORT DOCUMENT 3-23

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PRACTICE.3-24

REVIEW 3-25

SUMMARY 3-26

LESSON 4: CREATING WEB INTELLIGENCE DOCUMENTS WITH QUERIES... 4Getting new data with Web Intelligence 4-2

INTRODUCTION 4-2

ABOUT THE QUERY PROCESS 4-2

UNIVERSES AND OBJECTS 4-3

UNIVERSE USED IN THIS COURSE 4-4

About the Web Intelligence Report Panels 4-5

INTRODUCTION 4-5

WEB INTELLIGENCE REPORT PANELS 4-5

CHECKING THE REPORT PANEL SETTINGS 4-7

Creating a new Web Intelligence document 4-8

INTRODUCTION 4-8

CREATING A NEW WEB INTELLIGENCE DOCUMENT 4-8

SELECTING A DATA SOURCE 4-9

CREATING A NEW WEB INTELLIGENCE DOCUMENT USING THE JAVA REPORT PANEL ... 4-9

SAVING A NEW DOCUMENT 4-12

ADDING AN OBJECT TO A QUERY USING THE JAVA REPORT PANEL 4-15

MODIFYING A QUERY 4-15

EDITING THE QUERY 4-19

PROJECTING DATA ONTO A REPORT 4-21

CREATING MULTIPLE QUERIES IN A DOCUMENT 4-22

PRACTICE 4-26

Navigating documents using the Java Report Panel 4-27

INTRODUCTION 4-27

VIEWING REPORTS IN A DOCUMENT 4-27

WORKING WITH THE REPORT MANAGER IN THE JAVA REPORT PANEL 4-28MANAGING REPORTS 4-30

REVIEW 4-32

SUMMARY 4-33

Notes 4-34

LESSON 5: RESTRICTING DATA RETURNED BY A QUERY 5Restricting data with query filters 5-2

INTRODUCTION 5-2

QUERY FILTERS 5-2

CREATING A QUERY FILTER 5-3Applying a single value query filter 5-6

INTRODUCTION 5-6

CREATING A SINGLE VALUE QUERY FILTER 5-6

EDITING A SINGLE VALUE FILTER 5-8

DELETING A QUERY FILTER 5-10

PRACTICE 5-11

Using prompts to filter data 5-12

INTRODUCTION 5-12

PROMPTED FILTERS.5-12CREATING A PROMPTED FILTER 5-12EDITING A PROMPT FILTER 5-15PRACTICE 5-16

Using complex filters 5-17INTRODUCTION 5-17USING RELATIONAL OPERATORS IN FILTERS 5-17USING LOGICAL OPERATORS FOR MULTIPLE CONDITIONS 5-18

About the AND operator 5-19INTRODUCTION 5-19USING THE AND OPERATOR 5-19

About the OR operator 5-21INTRODUCTION 5-21USING THE OR OPERATOR 5-21PRIORITIZING OPERATORS 5-23PRACTICE 5-25REVIEW 5-26SUMMARY 5-27

LESSON 6: DISPLAYING INFORMATION 6Using Web Intelligence tables and charts 6-2

INTRODUCTION 6-2TABLES AND CHARTS 6-2

Presenting data in tables 6-3INTRODUCTION 6-3ABOUT TABLES 6-3

Creating tables 6-5INTRODUCTION 6-5CREATING A VERTICAL TABLE 6-6CREATING A HORIZONTAL TABLE 6-9CREATING A CROSSTAB 6-11CREATING A FORM TABLE 6-12

Working with tables 6-15INTRODUCTION 6-15CHANGING TABLE FORMATS 6-15ADDING DATA TO AN EXISTING TABLE 6-17DUPLICATING TABLES 6-19DELETING TABLES, ROWS OR COLUMNS 6-20

Presenting data in charts 6-21INTRODUCTION 6-21ABOUT CHART TYPES 6-21CREATING A CHART 6-25CREATING A CHART FROM A TABLE 6-28PRACTICE 6-31REVIEW 6-34SUMMARY 6-35

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LESSON 7: ENHANCING THE PRESENTATION OF A REPORT 7Organizing information in a report 7-2

INTRODUCTION 7-2THE REPORT PANEL TOOLBAR 7-3

Using breaks, calculations, sorts, and alerters 7-5INTRODUCTION 7-5 1ABOUT BREAKS 7-5ABOUT CALCULATIONS 7-8ABOUT SORTS 7-1 1 1ABOUT ALERTERS 7-12

Using Report Filters 7-18INTRODUCTION 7-18REPORT FILTERS 7-18PRACTICE 7-21

Organizing a report into sections 7-23INTRODUCTION 7-23ABOUT SECTIONS 7-23NAVIGATING FROM SECTION TO SECTION 7-29PRACTICE 7-30REVIEW 7-32SUMMARY 7-33

Notes 7-34

LESSON 8: FORMATTING REPORTS 8Document formatting 8-2

INTRODUCTION 8-2LOOKING AT DOCUMENT PROPERTIES 8-2MODIFYING THE DEFAULT REPORT PROPERTIES 8-4MODIFYING THE DEFAULT TABLE PROPERTIES 8-7MODIFYING THE DEFAULT CELL PROPERTIES 8-10MODIFYING THE DEFAULT SECTION PROPERTIES 8-15PRACTICE 8-18

Formatting charts 8-20INTRODUCTION 8-20LOOKING AT THE CHART PROPERTIES 8-20FORMATTING A BAR CHART 8-22 1FORMATTING A PIE CHART 8-24PRACTICE 8-26REVIEW 8-28SUMMARY 8-29

1LESSON 9: CREATING FORMULAS AND VARIABLES 9

Formulas and variables 9-2INTRODUCTION 9-2FORMULAS 9-2VARIABLES 9-2

Using formulas and variables 9-3INTRODUCTION 9-3

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CREATING A VARIABLE AS A RESPONSE TO A PROMPT 9-3CREATING A VARIABLE BY INSERTING A COLUMN IN A TABLE 9-8MODIFYING AND DELETING A VARIABLE 9-13CREATING A VARIABLE FROM DOCUMENT FUNCTIONS 9-15PRACTICE 9-18REVIEW 9-19SUMMARY 9-20

LESSON 10: ANALYZING DATA 10Analyzing the data cube 10-2

INTRODUCTION 10-2WHAT IS A SCOPE OF ANALYSIS? 10-3

Drilling in Web Intelligence documents 10-4INTRODUCTION 10-4BUILDING A DRILLABLE DOCUMENT 10-4DRILLING DOWN THE DATA IN A HIERARCHY 10-8TAKING A SNAPSHOT OF THE DRILL REPORT 10-11DRILLING IN CHARTS 10-12PRACTICE 10-15REVIEW 10-17SUMMARY 10-18

APPENDIX AAbout the Query — HTML Report Panel A-2

INTRODUCTION A-2QUERY — HTML REPORT PANEL A-2CHECKING THE REPORT PANEL SETTINGS A-3

Creating a new Web Intelligence document A-4INTRODUCTION A-4CREATING A NEW WEB INTELLIGENCE DOCUMENT USING THE QUERY - HTML REPORTPANEL A-4SAVING A NEW DOCUMENT A-7ADDING AN OBJECT TO A QUERY USING THE QUERY - HTML REPORT PANEL A-8MODIFYING A QUERY A-9EDITING THE QUERY A-13PROJECTING DATA ONTO A REPORT A-1 5

Navigating documents using the Query - HTML Report Panel A-17INTRODUCTION A-1 7WORKING WITH THE DOCUMENTS IN THE QUERY - HTML REPORT PANEL A-1 7MANAGING REPORTS A-21

Organizing information in a report A-23INTRODUCTION A-23QUERY — HTML REPORT PANEL TOOLBARS A-23ORGANIZING A REPORT WITH TOOLBAR FUNCTIONS A-24SUMMARY A-28

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APPENDIX . B 1About the HTML Report Panel B-2

INTRODUCTION B-2ABOUT THE HTML REPORT PANEL B-2

CHECKING THE REPORT PANEL SETTINGS B-3Creating a new Web Intelligence document B-4

INTRODUCTION B-4CREATING A NEW WEB INTELLIGENCE DOCUMENT USING THE HTML REPORT PANEL . B-4

SAVING A NEW DOCUMENT B1 5 1MODFYING A QUERY B-1 6SUMMARY B-18

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About this Course 1

1This section explains the conventions used in the course and in this training guide.

About this course 1

This training offering is based on BusinessObjects Enterprise XI.

This course involves: 1• Activities that build on the life experiences of the learner.

• Discussion that connects the training to real working environments.

• Learners and instructor working as a team.

• Active participation by all learners.

Audience for the course LLearner

Learners who attend the course must have:

• Knowledge of Windows conventions

• Basic computer skills

• Experience using a web browser

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1BusinessObjects Web Intelligence XI: Report Design

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About this training guide

The learner guide is designed to assist students who attend the classroom-basedcourse and outlines what learners can expect to achieve by participating in thiscourse. The materials are designed so that learners can build their own workbookcontents during the course.

Preparing for your role as a learner

As a learner, youl1 enhance your learning experience when you:

• Review the materials for the course.

• Review the leaming process used in this course.

• Review the course objcctives.

• Review the course materials

The materials inciuded with the course materials are:

• Name card

• Leamer’s Guide

The Learners Guide contains an agenda, leamer materials, and practice activities.

Additional information for the course is provided on a Resource CD, onhine, or ashard copy:

• Online evaluationAt the conciusion of this course, provide feedback on the course content,instructor, and facility through the online evaluation process. Your commentswill assist us to improve future courses.

• Use?s Guide (if available)The User’s Guide is a detailed resource for using the product effectively.

Additional resources inciude:

• Online HelpRetrieve information and find answers to questions using the onlinc resources.

Businessobjects Web Intelligence XI: Report Design — Learner’s Guide

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Reviewing the learning process

Leaming is an interactive process between the learners and the instructor. By

facilitating a cooperative environment, the instructor guides the learners through the

learning framework:

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1Introduction

Why am T here? What’s in it for me?

The learners will be dear about what they are getting out of each lesson.

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Topic or Unit

How do 1 achieve the outcome?

The learners will assirnilate new concepts and how to apply the ideas presented in

the lesson. This step sets the groundwork for practice.

EEPractice

How do 1 do it?

The learners will demonstrate their knowledge as well as their hands-on skills

through the activities.

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How did T do?

The learners will have an opportunity to review what they have learned during the 1lesson. Review reinforces why it is important to learn particular concepts or skifls.

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1About this course iii

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Summary

Where have T been and where ain T going?

The summary acts as a recap of the learning objectives and as a transition to the nextsection.

Reviewing the course objectives

The Web Intelligence Reporting course is a classroorn-based course where userslearn to work with BusinessObjects XI. The course inciudes presentation ofconcepts, demonstration of features, facilitated discussions, practice activities, andreviews.

After completing this course, you will be able to:

• Describe the key concepts and vocabulary of Web Intelligence

• Log on to InfoView to access, create, and assign categories to personaldocuments

• View documents in Info View

• Create documents with queries

• Restrict data returned by a query

• Display information in different table styles and charts

• Enhance the presentation quality of a report

• Format reports

• Create formulas and variables

• Analyze data

• Share documents

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Setup Requirements 1

This section lists the setup requirements for the course. It is recorniriended that thefacility be completely setup two days before the training is scheduled to start. Thiswill allow for adequate time should any questions arise. 1

Introduction

1The purpose of this setup guide is to provide the information necessary for theinstructor or customer site contact to correctly set up the environinent for this course,

and ensure the necessary course files are installed on each computer.

This document provides:

• hardware and software requirements for Business Objects training 1• guidance for facilities setup for Business Objects training

• guidance for earners wishing to recreate the leaming environment S

It is the responsibility of the aining customer to ensure the training classroom is set Lup according to these requircments. Assuming that all sections must be completed,

the approximate time to complete this facilities setup for 12 students and 1 instructor

is between 4-8 hours. Less time will be necessary if the operating systems are

already installed.

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1S-1 BusinessObjects Web lntefligence Xl: Report Design

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Hardware and software requirements

Hardware Requirements

One computer for the instructor and one computer for each learner

• Pentiurn3 700 MHz or higher processor required

• 512 MB RAM, 1 GB Recommended

• CD-ROM or DVD drive

• An overhead display panellprojector connected to the instructor’s computer

Software Requirements

• Operating system = Microsoft 2000, 2003, or XPNote: For a complete list of supported operating systems for servers and dientcomponents, refer to the Platforms.txt with your product installation.

• Microsoft Office 2000, 2003 or XP

• Microsoft SQL Server 2000 SP 3a or higher

• A web application serverNote: For a complete list of supported web servers, refer to the Platforms.txtwith your product installation.

• BusinessObjects Enterprise XI Professional Edition inciuding:

• InfoView (portal to Web Intelligence)

• Web Intelligence (application used in this course)

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1Software Installation Guidelines

The following software must be installation. For detailed installation notes, please Srefer to the BusinessObjects Enterprise XI Installation guide.

1• Instali one of the following operating systems:

• Windows 2000 (SP2) S• Windows NT 4 Server (SP6a)

• Windows XP Pro (SP1) S• Instail Microsoft Office 2000 or higher (Microsoft Word, Excel, PowerPoint and

Access)

• Instali one of the following web servers:

• Microsoft Internet Information Server (IJS) 5.0 (ISAPI and CGI forWindows)

• Microsoft IJS 4.0 (NT 4 Workstation)

• Instail the following web servers:

• Java J2EE environment 1.4 or higher 1WARNING: 1f you opt to instail the .NET framework instead, there aremultiple activities in the course that will not be possible. This course 1REQUIRES that the Java environment be installed.

Note: A prepackaged version of Tomcat with Apache web server is 5provided during the BusinessObjects Enterprise XI installation.

• BusinessObjects Enterprise XI. The directions in the BusinessObjectsEnterprise 11 Installation Guide should be followed accepting the defaultswhenever possible.

Note: It is preferred that the classroom is setup with standalone installationshowever it is possible to instail one server and have all students connect to thatserver. 5

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1Setup Requirernents 5-3

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Classroom requirements

The following items should be available in each classroorn.

• A computer for the instructor setup the same as the student machines

• An overhead display panel/projector coimected to the instructor’s computer

• A white board and a variety of crasable markers and eraser

• A flip chart and a variety of markers

• A non-laser pointer

Course material requirements

• Learnerstguides with name cards, 1 per student

Course specific setup

The following setup needs to be completed prior to the instructor arriving on-site.The universes and reports below will be used during the classroom activities. Thefollowing setup instructions are NOT part of the course and must be completed priorto the course. 1f the items below are not completed prior to the instructor arrivingon-site it WILL cause a delay in the delivery of the course and you may be chargedfor the additional setup time required.

The directions below are step by step and can be followed with littie knowledge ofthe Businessübjects Enterprise XI development environment.

Upon completion of these items please contact your on-site instructor to let themknow that the setup is complete.

Deployment of Universes

This course uses the eFashion universe. In order to make the universe available tothe users you must publish it to the repository.

Before deploying the universe, you will necd to ensure that a valid ODBCconnection is present.

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1. Click Start> Programs > Administrative Tools > Data Sources (ODBC).

2. Click on the System DSN tab. 11F... THEN...

A connection for eFashion already exists. Go to Step 3.

No connection for eFashion already exists. Go to Step 10.

Start here 1f an efashion ODBC connection already exîsts.

3. Click eFashion. Click Configure.

4. Click Select.Note: The correct database may or may not be selected. Ifaprevious version ofBusinessübjects ever existed on the machine, the connection may be lef! overfrom that vers ion. Continue through steps 5— 8 to verfy the correct database isselected. The eFashion database in Businessübjects Enterprise 11 is dfferentthan the database in previous versions. 1

5. Browse to the directory you installed BusinessObjects Enterprise lijn.\Business Objects\Business0bjects Enterprise 1 1\Samples\En\Databases.

6. Select efashion.mdb. Click 0K.

7. Click 0K to close the ODBC Microsoft Access Setup window.

8. Click 0K to accept the ODBC changes.

9. Skiptostepl8.

Start here 1f a new efashion ODBC connection is required.

10. Click Add. 111. Select Microsoft Access Driver (*.mdb). Click Finish.

12. Type efashion as the Data Source Name.

13. Click Select.

14. Browse to the directory you installed BusinessObjects Enterprise 11 in.\Business Objects\Business0bjects Enterprise 1 1\Samples\En\Databases.

15. Select efashion.mdb. Click 0K.

16. Click 0K to closc the ODBC Microsoft Access Sctup window.

17. Click 0K to accept the ODBC changes.

Continue with step 18 after creating / verifying the efashionODBC connection.

1 8. Click Start> Programs > Business0bjects 11 > Business0bjects Enterprise> Designer. Log into Business0bjects Designer. 1f using dcfault installationyou can use the usernarne Administrator with NO password. 1f the wizardopens, dick Cancel. 1

Setup Requirements S-5

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19. Click File> Open.

20. Browse to the directory you installed BusinessObjects Enterprise 11 in\Business Obj ects\BusinessObjects Enterprise 1 1\Samples\En\Universes.

21. Click on eFashion.

22. Click Open. The universe will open in Designer.

23. Click File> Parameters.

24. On the Definition tab, dick 011 New to add a new connection.Note: The connection mits! be a “secured” connectionprior to publishing to thereposito,y.

25. The New Connection Wizard appears. Click on Next.

26. Double-dick Microsoft.

27. Double-dick MS Access 2002. (Or the appropriate MSAccess version)

28. Click ODBC Drivers. Click Next.

29. Verif’ the Type: is Secured.

30. Type Secured eFashion as the Name.

31. Select efashion as the Data source name.Your new connection window should now look like:Ii7tiii.ii.t. 14 1I1iI-(L !I

Login ParametersDefine the login parameters to access your middeware

Type. Secured

Name: eFashian

Uernane: 1Use 8usmesel)bects username and password

Passwoni

Data sousce nne: etashion

<ack ext> Cancel Help

32. Click Next.

33. Click Test Connection. Verify that the test was successful.

5-6 BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

1f you do not see the message The server is responding! Click the < Back buttonand resolve the issue.

PeiForm a testA connection can now be created. You can pertorm a test to verity the data sourceserver.

You want to create the toUowfr connection

Connection Name: Secured eFashion Data source name: efashion

Connection Type: Secured

Database Engine: MS Acces 2002

To test the connec6on, ckk on the bvtton

__________________

16 CII*atIOfl j ) The servef is respon&ig!

NetikL,er: ODBCDBMS Engne: MS Access 2002Language: en

< ack Next> Cancel Help

34. Click Next.

35. Click Next.

36. Click Finish.The secured eFashion connection is now shown.Univeree Paran,elers

Deion J Summary j Stretees Controis SQL Lmks ParaTeier

The lolIong information identifies the urwierse. A universe isdefied by its name sd d$pbsection

Name: Ia5hhon1

Description: eFashion retail Data Warehouse created 14 Oct 1398. Jupdated 3April2002. 89.000+ row tact table.

Version 6.0

Connection: Secured eFashion

1 lEditi Tt

0lC Cancef j

37. ClickOK.

38. Click Tools > Check Integrity.

Setup Requ irernents S-7

Inteijrity Check39. Check the checkbox for Check All.

-W CheckAt

W Gheck Uelverse Strucvre

I Paise Objecs

W ParseJotns

W Paise Conditione

W Check tot Loops

P Check tot Cor*eitt

r Check Cwditie

r Paise Level Checbç’C Qtjc patsmg syntax ot4 checking)

Thorough parsing{syntaxandsemanticehecking}— JJ

OKICaicel

40. Click 0K. The integrity check nrns.

41. Verify that the Check Integrity Results match exactly as shown below.+1 Integrity Check Results

W-Structure: 2 divergencesH Parse Objects: 0K

Parse Joins: 0KParse Conditions: 0K

lCheck loop: 0KChe’ tu - ih t Dl

42. Click 0K to close the window.

43. Click File > Export.The exnort imiverse windowExport Universe

ears askiiw for confirmation of saving.

The currer* universe will be sa’ed belore beiri exported. Would you like to contini.ie?

Continue No 144. Click Continue.

45. Select the Folder.

46. Select the Groups (leave default if you are not sure).

S-8 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

47. ClickOK.The Universe successfully exported message appears.L!T11fl i.. 41

Universe successfully exported.

0K

48. ClickOK.

49. Close BusinessObjects Designer.

e Verification of instaJlation / setup

After exporting the eFashion universe, follow the steps below to verify that all filesare in place for the training class.

Verify users can log into the JSP version of BusinessObjectsEnterprise 11.

1. Click Start> Programs > BusinessObjects 11 > BusinessObjects Enterprise> BusinessObjects Enterprise Java InfoView.

2. Log in as a valid user. 1f running only the samples, log in as Administrator.Administrator does not have a password.

Verify eFashion Universe is avallable.

Continuing from the steps above.

1. Click Web Intelligence Document from the New menu.

l Newj f Send - j My lnfoVii

________

Web Iriteikgence DocumentL

hyperunk

My D Document from tocel computer

ij Pu

Folder

2. Verify that eFashion is listed as an available universe.

3. Click eFashion to create a new Wcb Intelligence document.

Setup Requirernents S-9

BUSINESS OBJECTS

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1f the security warning appears, dick Yes to trust the appiet.

4. Double-eijck Year.

5. Double-dick Sales Revenue (in the Measures class1 iOIlTlI1hri 14

S • [EaIIQUiIY DEdItRpo6 eRunQu.y W

___

—

- ‘l Time peniud 1Y j JS*S1e

1— , Yeom -.

Fiscul Perod1 Quamte,-I Monlh

, 1 Week1 -lolidsy (y/n)/ Last yeare This yeme’ Chnistmas peniod7 Holiday peniod

oOd SlonoProduct

_________

I2 PromotinosMeaouree T-min,.

to.J OuantdY sold

i A1ede

______________________________

6. Click Run Query. 1

The resuits should match the image below.

P. EdtiQueey EditHepont ØRe1teshOat ) (

_______

-_H - Pip N4r1

- 1 Document ReportTîtleQuery 1 - eFashion1 Yeor

Sales revenue

VarnablesVeer Sales reveflue

2003 — $6096,1 24

2002 $13232246

2003 $15059143

7. Close the document without saving (dick X in top right corner).

Verify sample Web Intelligence document is available.

1. Click + to expand Public Folders.

2. Click Web Inteffigence Samples.Verifv that the Web 5 rt is listed.ItiGi 1

81JStNESSOBECT3

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AdrniImnsl,jlo, 1

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t e—

______________

x o.m-)(.raaT,e...

0 eMyFolders r 161. L410.6

3 .e 05011 FaIdeIS r “ • fle, l.l -1--, SoWIg Nuve, mm Web IntGeno.ece Document

0sn,,nn 00305 Frulonny: _12D - 04IS i

S ..Rnpnd Sammnlos

0 _. Sulos FIgomes

_wob nIgOgonle S5,m,pIeS

8-10 BusinessObjects Web Intelligence XE: Report Design — Learner’s Guide

[j New - [‘F1 Send. ()My8sfoView Seaechew.[ 1«

I 4 - )< ‘J Don meld View to,ert Seve ff CeNt . Zoete taart.

MyFoIrJers

PubItc Folders

9 ,8u.sineto Objects Feature

Australia Total Order amourit $9,9001311

— —.. * — i_a, — — — -— . *

Verify sample Crystal Report document is available.

1. Click + to expand Report Samples.

2. Click General Business.Verif’ that the World Sales Rçport is listed.

_______

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____—

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3. Click Web Intelligence Sample to open the report.The report opens.

Lt Peport Sampler

9 Sales Flglnren

Web lnlnrllrponcrn Sanorptes Oriler JeuCeildaliter Name 8pijount Prke

Sruce’s Ether

Canberra Eik-eo

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t’.ungeroa Triknu

Koatd RUnd Eilres

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$18

8480

$45

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$64

5ff 6811

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$1,4 14

$16

$488

$15

$54

$32

$2940

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4. Close the report without saving.

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4. Close the report.

5. Log out of BusinessObjects Enterprise.

The setup is now complete.

3. Click World Sales Report to open the report.The report opens.

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S42 BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

Lesson 1

Introduction to Web InteUigence

This section presents key Web Intelligence concepts and vocabulary that areimportant to understand before beginning this course.

In this lesson you will learn how to:

• Describe the core concepts of Web Intelligence

• Explain the business process used in Web Intelligence

• Define the core functionality of Web Intelligence

Duration: 30 minutes

1-1 Businessûbjects Web Intelligence XI: Report Design

The core concepts of Web Intelligence

Introduction

Web Intelligence is a tool for understanding and controlling your business tasks.

Web Jntelligence definition

Web Intelligence allows you to access, analyze, and share corporate data over

intranets and extranets for both relational databases (RDBMS) and online analytical

processillg (OLAP) servers.

To acccss Web Intelligence, the user logs in to the business intelligence portal

InfoView via your Internet browser. You can then create and edit Web Intelligence

documents or analyze Web Intelligence or Crystal Reports documents. Using

InfoView, you can upload documents to the corporate repository or share documents

with other users.

in ing

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Web Intelligence Terms

A few common terrns used in Web Intelligence are:

• Universe

• Object

• Class

U niverses

A universe is the semantic layer that isolates you from the technical design of thedatabase. A universe maps to data in the database, but uses cveryday terms thatdescribe your business environment. This means that you can select exactly the datathat interests you using your own business terminology.

Universes are created by a universe designer using BusinessObjccts Designer. Thedesigner then makes universes available to you and other users so that you canaccess the data through an intuitive, user-friendly interface.

Objects

The elernents within the universe that you use to create reports are called objects.

Classes

Objects with similar types of data are grouped into classes.

— ji eFashionClasses +

. Time period— Store

—9 StateObjects —9 City

+ 9 Store name+ J Store details

7 Sales floor size?7 Owned stores7 Stores with long opening

— J Product

r9 Lines—9 Category

÷ 9 SKU number9 SKU desc

+ 9 Color9 Unit Pnce MSPP

Extended price

Universes are made up ofclasses and objects.

Classes are logical groupingsof objects.

Objects are elements that mapto a set of data in a relationaldatabase, but using businessterms.

For example, a few of theohjects in the eFashionuniverse inciude State, Cityand Store name.

Introduction to Web Intelligence 1-3

The business process used in Web Intelligence

Introduction

Business intelligence must allow decision makers to quickly answer questions and

analyze business processes.

Business Objects Platform

Business intelligence software offers tools for generating reports automatically

whenever they are needed and provides easy analysis, or qucrying, to help with the

decision-making business process.

Many business intelligence platforms require the intervention of an information

service to produce personalized OLAP cubes that are then reported off of. Web

Intelligence users on the other hand, have access directly to the source database

allowing for robust query and analysis options. This heips in responding to

everyday questions and in facing problems that are present when trying to make

good decisions quickly.

The Business Objects’ business intelligence platform isolates users from the

complexity and diversity of databases and associated technologies. It uses business

terminology that is shared throughout the enterprise. Because it takes less time to

gather information, users can concentrate on their analysis to make the best

decisions.

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Representation of the business

Database

Final users

Designer

Business0bjects Web Intelligence XI: Report Design — Learner’s Guide

1

The core functionality of Web Intelligence

Introduction

You can use the Web Intelligence document features to create professional reportsfrom the data you retrieve. You can create various types of tables and charts.

The core functionality of Web Intelligence inciudes:

• Querying

• Reporting

• Analyzing

• Sharing

Querying

You need to gather the required data by first querying the source data.

Using the interface below, you build a Web Intelligence query using an editor calledthe Report Panel to add and organize objects from a universe.

ü ia •:Ewtauiv IjditRepor

!omI.— 4i eFashion

Time period*

1 Quarter• 1 Month• 1 Week

9 Holidsy (y/n)S’ Last year7 This year7 Christmae priod

Hsliday period- I Stors

1 State1 City 7ee

• 1 Store name* gJ Store details

1 Sales floor size?7 Owsed stors

1( Al OIect C. *mdee

Wc,b lritcltcieiice

-..-

QtRunQuery 4

1

- 1 J1 da41

Queryl 1Ve l99. ZUl

[ntroduction to Web Iritelligence 1-5

‘business Obj’Server

Your query isconverted to

SQL

The report is— generated •—

Reporting

California

tines Sales revenue

Accessories $1379340

City Bkirts $63862

Leather $46278

Outerwear $1 40,531

Overcoats $59271

Shirt Waist $631413

The SQL isexecuted toextract the

data

1-6 Business0bjects Web Intelligence XI: Report Design — Learner’s Guide

‘ Your dient N

workstation

When you run the query, Web Intelligence connects to the database and retrieves thedata mapped to the objects you selected. The data is returned to a standard reportwhich can then be formatted to meet your reporting needs.

‘ Enterprisedatabase

You run thequery

The report isdisplayed

Once you have the data you need you can display or present it in a multiple ways:

• as a table (horizontal or vertical)

• as a crosstab

• as a chart (bar, line, area, pie or radar)

• as a multiple-block report containing large amounts of data (shown below)

Product Revenue Analysis

Yea r

• 2002

• 2003

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City Trousers

Dre s s es

Jackets

$3 7, 248

$4 4 5, 043

$1 14,466

Sales revenue

Analyzing

You can analyze your reports and switch your business perspective by dragging anddropping data, inserting calculations and drilling into the report data for detailedinformation.

37.25%—

rsTrn Sum:

$405.965 $738224 81,667,698 $2,1 99,677 $7857305

$661250 01,150,659 $2.763.503 $3732889 $13,074,527

8811,924 $1,1 34, $3.151 022 $4185098 $14.171.974

II Sum’

$2782680 $2992679 $7479569

$766.390 $043.584 $2060275

$1215158 81,053,581 $2.961.950

$661250 $81 1,924 $1 879,1 59

$1,1 50,659 $1,1 34,085 $3.022.968

$2763503 $3,1 51,022 $7582221

$3732 889 $4.185.098 $10117664

$4,530,000

$,000 000

,c,State

2003 Sales by Quarter

CaflfortNa Icolorado DC FIord8

_______

61,704,211

P1’’ $2.762.680

Pl’’ $2.992.679

$448.302 $093,21 1

$768.390 $1,21 5,158

8943,584 $1.053.581

N894 York TOXaS

$1704211

$448.302

$693211

$405.985

$738224

$1 667,696

$2,1 99,677

You can also perform multi-dimensional analysis by looking at results at a globallevel or at a detailed level.Sales byVear

Year

200126 72%—2002

— 2003 • 01Sales revenue

ue.04Sa

Introduction to Web Intelligence 1-7

1

e Sharing

• send a document to another user or group of users

• save documents as files on your workstation, in PDF or Excel format

• schedule documents to be refreshed and sent automatically by using thescheduler

Depending on the rights assigned to you by your administrator you may be able toschedule and view a list of your scheduled documents. When you schedule adocument you specify a time and a date to refresh it and send it to other users.

Acrobat Reader Microsoft Excel Portal E-mail


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Web Intefligence allows you to share your documents with colleagues. 1f they areCrystal Reports or Web Intelligence users, you can send your documents directly tothem, or you can choose to save them as public documents in the repository. Therepository stores sent and public documents and enables others to retrieve them.

1f they are not Crystal Reports or Web Intelligence users, you can save your reportsin Microsoft Excel or Adobe PDF format, so that your colleagues can easily viewand print them.

You can share Web Intelligence and Crystal Reports documents in three ways. Youcan:

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0Quiz: Introduction to Web Intelligence

1. True or False: Web Intelligence is a single tool for understanding and controllingyour business tasks.

2. What is a universe?

3. What is the core functionality of Web Intelligence?

4. Describe three ways for sharing Web Intelligence documents with others.

Introduction to Web Intelligonce 1-9

1

1Summary

After completing this lesson, you are now able to:

• Describe the core concepts of Web Intelligence

• Explain the business process used in Web Intelligence

• Define the core functionality of Web Intelligence

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Lesson 2

Getting Started with InfoVîew

This lesson describes how to log on to Web Intelligcnce, and to InfoView, the portalyou use to access Web Intelligence and Crystal Reports documents.


• Log on to InfoView

• Set InfoView preferences

• Access documents

• Manage documents in InfoView

• Create folders and categories for managing documents

• Set password options

• Use online Help

• Share documents

• Log off from InfoView

Duration: 2 hours

2-1 BusinessObjects Web Intelligence XI: Report Design

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Logging on to InfoView1

Introduction1

Each time you log on to Web Intelligence, the Web Intelligence server checks youruser account name and details to see that you are an authorized user. 1To log in, you first need to view the InfoView Log On page. InfoView is the part ofWeb Intelligence that acts as a portal to all the information available to you.

Accessing the InfoView Log On page 1

In order to use Web Intelligence, you must first start your web browser.

To access the Info Wew Log On page

1. 1f your browser default address has not been set for the Web Intelligence server,point your browser at the server by entering the server web address (URL) in thebrowser address field and press <Enter>.

You can add this address to your list of browser favorites for easy reference.

Tip: 1f you have any BusinessObjects Enterprise dient tools installed, you can 1also dick Start> Programs > BusinessObjects 11 > BusinessObjectsEnterprise > BusinessObjects Enterprise.NET InfoView (or Java InfoView).

The Info View Log On page is displayed in your browser.

BUSINESS OI3JECTS

Loj On to BusiiessOjects Enterprise

Existinj liser

system: LMERY-VMW2KSVR:6400 1Username. administrator

Password:

Authenticatiori: erprise

lioqoni

2. In the System field, type the name of your systelu.

3. Enter your InfoView Username and Password in the text boxes.

Tip: Contact your Business Objects Administrator if you donTtalready knowyour username and password.


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4. Verify that the Authentication drop-down list displays Enterprise.

Tip: Enterprise authentication is the default method. Your Business Objectsadministrator may also provide LDAP, Windows AD, or Windows NTauthentication options based on your system set-up.

5. Click Log On.You are logged on to Info View and the Info View Home page opens in yourbrowser.

The Home page

The first time you start InfoView, the Home page opens by default. Depending 011

how your system administrator or you configure InfoView, your own Home pagemay appear differently than shown in the picture below.

BUSINESS OBJECTS

4i. — JNW tsna.uynroyew rtn.mht.{_____

a- — .. .

- ç1

BusinessObiectsjBusinessøbjects infoView coIiects and presents business intelilgence information andprovides:

• Complete orewing and intoractien ter quary P. analysis, opening, and partormanco management

• Intogroled coltaburation with thwaded drucussions, Intuitive navrgatiee, anrt support For Jid party documents

• Advanced seheduting and distnbution capahilities making aasre, te sharo information with otheis

- --

From the InfoView Home page, you can choose to access documents that are storedin Personal or Public folders, Personal or Corporate categories, or your Inbox. Fromhere, you can create new documents using Web Intelligence, if your systemadministrator has authorized your user account to do so.

You can also access InfoView options to define display and document viewingsettings.

Tip: You can return to this page at any time by clicking the Home button in theNavigation Bar.

Getting Started with InfoView

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The InfoView Home page is organized into the following areas:

Title Bar ‘°°°‘

serre yngvwses ‘I1vNavigation Bar —

x BusinessObjects1

Navigation Panel— BuslnessobJects InfoVjew collecta and presenta businese intelligence nformatlon andprovides:

Complete eiewing and roteraction for query & analysis, nnportlng, and performance management

Works ace Panelt.’ — Integnated cofabonation wrth ttrreaded drscussroos, intultree naargatron, and supporf far 3rd party documents

Advanced scheduhog and drstnbution capabitilien making ii egsier to hare information with others

Eeuîzs Yrpy

_______

- —,—-- -—-‘

• Title Bar: This area contains the desktop logo and a message displaying youruser account name.

• Navigation Bar: This area contains buttons for Home, Toggle Navigation, New,Refresh (the Workspace Panel), Send (a document to various locations), MyInfoView (a customizable area for you to set up your InfoView portal or portals),Search, Preferences, Log off, and Help.

• Navigation Panel: This area displays folders or categories, depending 011

whether the Folders or Categories button is active, and buttons for Refresh (theNavigation Panel), Properties, Copy, Move, and Delete. The Folders area holds aFavorites folder, your Inbox, a Home link (that contains sample reports anddocuments). The Categories area contains all the Public or Personal categoriesthat an administrator or an end-user has set up.

Note: Folders and subfolders are used to organize objects, while categories are away to classify your information. For example, you could place your financialreports and documents into a folder named Finance and you could classify or tagyour reports that deal with specific financial matters as Payroll, AccountsPayable, and Accounts Receivable.

• Workspace PanelThis area displays the objects connected with a specific folder or subfoldcr aswell as the objects connected to specific categories. The Workspace Panel also 1contains the options to Organize (Move, Copy, Add Shortcut, Add to Favorites),Delete, and Filter (by various types) objects. In addition, the Maximize, Restore,and Go Back Workspace Panel options are available.

2-4 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

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The Navigation Bar

The Navigation Bar appears across all windows and does not change as you movethrough different pages of the portal.

j New f [ Send — My Info’iew Search tiHe L 1

Listed in the table below are descriptions of the buttons located on the NavigationBar.

Toolbar Button Description

L1 Displays the InfoView Home page.

Hides or displays the Navigation Panel on the left of the window.

Select the option you want from this drop-down menu, to create a newj New folder or category, Web Intelligence document, Hyperlink or to add an

object to a folder.

Refreshes the InfoView

.

Allows you to send an object (document) or instance to another user, toen email, to an ftp location, or to a file location.

!J My Infoview Allows you to create custom dashboards for the My InfoView page.

t Searchj Allows you to search for specific objects.

,,

Allows you to set your preferences for how information is displayed inInfoView.

Click to log off InfoView.

J Displays the Business Objects online Help for InfoView.

Getting Started with InfoView 2-5

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1Accessing documents

1Introduction

InfoView is the part of Web Intelligence that acts as a portal to all the corporateinformation available to you. With InfoView, you can access tbree differentdocument storage areas:

• Corporate Documents - a catalog of all the documents that you are allowed toaccess in the corporate repository. These documents have been published byother Web Intelligence users. These documents are accessed from your InfoViewPublic Folders or Corporate Categories.

• Personal Documents - a catalog of all the documents that you have chosen tosave for your own personal use. These documents are stored in space on theBusinessObjects server that has been reserved for your own use. Thesedocuments are accessed from your InfoView Personal Folders or PersonalCategories.

• Inbox Documents - a catalog of documents that other InfoView users have sentto you.

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About folders and categories

InfoView provides you with two mail ways to navigate through documents andorganize information: folders and categories. Each of these navigation methods ishierarchical, meaning InfoView displays them in a tree in the Navigation Panel. Themain differences between these two navigation methods are listed below.

Folders:

El JjMyFolders

. Favorites

.Zjlnbox

Public Folders

.] Feature Samples

8 J Repori Samples

Feature Examples

GeneraI Gusiness

jWeb Intelliqence Samples

• Are used as containers for objects to store and organize information within thesystem.

• Can hold many objects but these objects cannot belong to more than one folder.

• The two types of folders are Public and Personal.

Categories:

PflliflQj

PersonaI Cateqories

EI Corporate Categories

Web Intelligence Samples

• Can tag objects in a meaningfiul way to classify them for organizational purposes.

• Allow users to view objects across the system because a category is notconstrained by the object’s storage location.

• The two types of Categories are Corporate and Personal.

GettingStarted with InfoView 2-7

Navigation Panel toolbar

The Navigation Panel toolbar can be used to navigate and manage your folders andswitch between the folder and category views. The toolbar buttons are defined in thetable below.

Navigation DefinitionToolbar Button

Show folders view of the Navigation Panel.

Show categories view of the Navigation Panel.

E Refresh the Navigation Panel to view the most current category and‘- folder lists.

jÇ View and edit subfolder and subcategory properties.

. Reorganize folders/categories and create new folders/categories

Copy selected folders and subfolders. Copy button is not available in— category view.

Delete selected folders or categories. The access to delete publicfolders and corporate categories is determined by your systemadministrator.

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Accessing your folders and Inbox

There are two folder levels in the Navigation Panel: My Folders and PublicFolders.

___

r i.MyFolders

Jj Favorites

Jlnbox

Public Folders

.jFeature Samples

..JReportSampIes

JFeature Eamples

.j Oeneral Business

1Web IritelliQence Samples

• My Folders are used to store documents you have saved for your own personaluse.

• There are two subfolders witbin My Folders. The Favorites folder organizesyour personal documents. The Inbox folder organizes documents that other usershave sent to you.

• Public Folders are used to store documents created and published for usersthroughout your organization. Public folders are created and organized by thosethat have access to do so.

To access documents in folders

Folders can be easily navigated by clicking the + to expand any folder or clicking onthe folder itself to display the objects associated with that folder. In this scenario,you will view objects associated with a folder and rename a folder.

1. From the Navigation Panel toolbar, dick the Show Folders button.Thefolders are displayed in the Navigation Panel. By default, My Folders andPublic Folders are displayed.

2. Click + to expand Public Folders to view the subfolders.

3. Click + to expand the Report Samples folder.

Cetting Started with InfoView 2-9

t

Orgereze F1tei Al Types

r rdaEE

Samples”.

-

xL My Folders

Favorites

In box

PublIc Folders

Business Objects Feature Samples

j Report Samples

‘Feature Examples

Oeneral Business

_.jWeb lntelIijence Samples

4. Click General Business to display the associated objects.The associated ob/ecis are displayed on the right hand side.

— 1

last Run Ijype Ownnr tnulances

Never run Cryslal Report Adminintrator 0t Cos:huuf€u Eurg e EIr.:oI

Lox nuo Ei.Consolidateci Salance Slalement shawn in two eross-tabs. Ansets and Total Liabllities and Shareholder..

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tLinru bydue Fryor2Conusildated Income Statement for last four guartsrs showing Grass Profit, Net Operating Profit, Ne...

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Employee Prorile with employee picture, lisled atphabetically by employee last name.

F •u icventviv P€yort (by Cateusry) Never run Crystat Report Administratsr 0inue :eu Pooerrs

An inventory loting of products by category. Includes Information for each product on units in sto...

5. Click the Features Samples subfolder within Public Folders.

6. Click the Properties button on the Navigation Panel toolbar.The Features Samplesfolderproperties display in the Workspace Panel. Fromthis page you can edit thefolder title, descrttion and keywords usedforsearching.

7. Type a new folder name in the Title field of “Business Objects Feature

8. Click 0K.The newfolder name displays in the list ofPublic Folders.


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1Accessing Personal and Corporate categories

There are two main levels of categories: Personal and Corporate. Subcategoriescan be created within each main category. 1• Personal Categories are categories that you create to organize and classify your

documents for personal use. Other users cannot see these categories. 1• Corporate Categories are categories that have been created to classify

documents that are shared throughout your organization.

To access documents in categories 1From the Navigation Panel toolbar, eijck the Show Categories button.The categories are displayed in the Navigation Panel. By default, PersonalCategories and Public Categories are displayed.

2. Click + to expand Corporate Categories to view the subcategories.The subcategories under your Corporate Categories may be dij’ferent based onyour rights and restrictions set by the systeni administrator.

,‘-——-----——.----.-.

1LUII)4A

PersonaI Categaries 1j Corporate Categories


3. Select the Web Inteffigence Samples category from the list.The list ofdocuments located in the Web Intelligence Documents categotydisplays in the Workspace Panel.

- 11I

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4. Click the Refresh button on the Navigation Panel toolbar.1fnew documents had been added they would now appear in the WorkspacePanel. 1Tip: You can sort the document list by clicking on the column headings. The 1icon next to the document name indicates the object type.

1

1Getting Started with tnfoView 2-11

1

The following object types are available in folder and category Iists:

Microsoft PowerPoint

Microsoft Excel

Text

Object Package

Adobe Acrobat

Rich Text

I1Microsoft Word

6. Close the document by clicking the X in the upper-right corner of the documentpane.

Note: Some documents are set to rcfresh when they are opened. In other words,the query underlying the report is automatically re-submitted to the database andupdated as soon as you open the document. 1f this is the case, then, depending onthe size of the query associated with this document, the page may take a littietime to bad.

Depending on your authorization, you can edit, save, send, view in PDF forinator add the document to your computer.

Program

Web Intelligence Document

Hyperlink

Single Dashboard

Crystal Report

5. To view the contents of the Web Intelligence Sample document, dick on thedocument name.The document is displayed in the Workspace Panel.

Document • View J Save Find ( 1kJ-.r Fjeoc zoom 100%

Australia

zzi Retrech Det

Order UnitCusturner Name mnuait Ptice

Total Order amount $9,900

Brute’s Bikes $16 $18

Canberra Bikes $400 $490

[town iJ4y Bikes $40 $15

KanOeroc Trikes $108 $54

Koola Road Bikes $64 $32

Peddles of Penh $5688 $2940

Tasmanian Dm,rI Bikes $3306 $1.653

Average: $1.414 $742

7005

9.000

5,000

4,0092

3,050

0

2008

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InfoView gives you different options for viewing Web Intelligence and C’stalReport documents, dependmg on how much formatting you need to perform.Whether you are focused on printing or editing documents you can set yourdefault view to better fit the need. These viewing options are presented later inthis lesson.

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1Gettirig Started with InfoView 2-13

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Setting InfoView Preferences

Introduction

InfoView provides you with the ability to determine your preferences for viewingand creating documents. From the Preferences page, you can alter InfoView generalpreferences, Crystal Report and Web Intelligence document viewing preferences,and change your password.

Setting general InfoView preferences

To set general Info View preferences

1. Click the Preferences button on the Navigation Bar.

2. Select the General Preferences tab to view the page.The General Preferences page displays.

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From the General Preferences page, you can modify the following options:

• The initial view that displays after logging on to InfoView. Initial view optionsinciude the Home page, My InfoView, Favorites, your Inbox, or a specifiedfolder/category.

• The maximum number of objects displayed on each page. 1• For each document list, you can determine which document properties are

displayed, inciuding the description, owner, date, instance count, and actions. 1You can change where documents are viewed: either in the InfoView windowor in separate browser windows.

• Language and time zone settings are also determined on this page.

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e Settingviewpreferences

Both Web Intelligence and Crystal Reports have different view options that can beset as default. The default will detennine the view that is applied when a documentis first opened. The view format can always be changed after the document has beenopened.

1In general, the different views are aimed at satisfying one of two things:

• Quality in Viewing — These options are aimed at users that primarily view thereports over the web. These formats are not ideal for printing. WebIntelligence provides HTML and Interactive modes that are intended for usersthat usually look at reports on-line. The Crystal Report formats are all verysimilar in their view output.

• Quality in Printing — These options are aimed at users that primarily printtheir reports. These reports will print exactly as they appear on the sereen andprovide much better print quality than HTML. Web Intelligence provides PDFfor the users that will primarily print their documents. The Crystal Report 1document formats are all very similar in their output and will all print to aprinter as they appear 011 sereen.

Setting the specific Web Intelligence and Crystal Report view options will becovered in the next lesson.

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1Getting Started with IrifoView 2-15

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Changing your password

11.

Additional Wcb Intelligence options can be tailored to your requirements in thePreferences page. Changing your password 011 a regular basis ensures that no oneelse can access the systern using your identification credentials.

This next section describes how to change your InfoView and Web Intelligencepassword.

To change your password

From the InfoView Home page, dick the Preferences iCon on the NavigationBar.

2. Click the Password tab at the top of the page to set new password options.The Passwordpage opens.

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3. Type your current password in the Old Password text box.

4. Type the new password in the New Password and Confirm New Passwordtext boxes.

5. Click Submit.Your Info View password has been changed. The next time you log on toInfo View, you will need to enter this new password.

Tip: Document your new password in a safe location so that you willremember it when logging in again.

t 1

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Old Passward

_________

Pu.word

New Pasewoid.

Confirm Now Pasaword

—_________________________________


Using BusinessObjects Online Help

Introduction

Web Intelligence has extensive online Help which provides you with a detaileddescription of both InfoView and the concepts behind it as well as completeinstructions for using it.

Accessing Help

The online Help system will assist you if you need to reference a topic.

To access Help

1. Click the Home button on the Navigation Bar to open the Home page.

Click the Help button to access the InfoView and Web Intelligence online Helpporta!.The Contents page of the general online Help portal opens.

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GetingStarted with InfoView

Note: You can also access a variety of other resources by clicking the BusinessObjects web site link on this page.

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Creating dashboards for My InfoView

Introduction

My InfoView is a page in InfoView that you can customize to fit your own needs.By default, the My InfoView page is blank. You can custornize this page so that itdisplays the important information you would like to sce on a regular basis in theform of Dashboards. You can set My InfoView to be the page displayed as yourinitial view when logging on to InfoView in the Preferences screens.

Customizing my InfoView

The My InfoView page allows you to display information from a variety of sourcesin a single web page by adding Dashboards. Dashboards are different panes ofinformation in your browser window and on the My InfoView page. They are usefulto view information from different data sources at the same time.

From InfoView, you can access the design sereen which allows you to createDashboards for My InfoView. You can create one or more Dashboards for MyInfoView to display such things as objects, web sites, reports or documents.

To customize My InfoView

My InfoView1. Click

______________

on the Navigation Bar.The My Info View page as it appears by default opens in your Info View window.

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2. Select a template from the available template icons. For this exercise, select theThree Rows template.


The template that inciudes three horizontal dashboards displays. Thetemplates inciudeframes that determine the layout of the objects in yourdashboard. Each box in the templateframe can con tam one object. 1

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Each dashboard has a toolbar that can be used to open the object in the dashboard orto modify the dashboard properties. The toolbar buttons are defined in the tablebelow.

Dashboard DefinitionToolbar Button

E Reopen the dashboard object in a new window. Dashboard object refers tothe document or content contained in the dashboard.

Split the dashboard vertically.

U Split the dashboard horizontally.

Open the Dashboard Properties box.

Close the dashboard. This also deletes the dashboard from the page. Torecover the dashboard, t would have to be recreated.


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3. Click Define Content in the first column to create content for the firstdashboard.The Dashboardproperties box opensfor thefirst dashboard.

_________________

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4. Select the Web Address Content option.

5. Enter the following URL into the textbox, http://www.busincssobjects.com.

6. In the Ileader area, type “Business Objects Website” in the Caption textbox.

7. In the Footer area, type “Technical Support Website” in the Caption textbox.0K 18. Click 0K.

The My Info View page opens with the selected website displaying in thefirstdashboard.

9. Click Define Content in the second row to create content for the seconddashboard.The Dashboard Properties box opensfor the second dashboard.

10. Select the Object Content option.

11. From the Public Folders > Web Intelligence Samples folder, select the WebIntelligence Sample document.

12. Type “Web Intelligence Report” in the Header Caption textbox.

113. ClickOK.The My Info View page opens with the selecied document object disp/aying inthe second dashboard.

Tip: When adding a document object to a dashboard, an additional toolbardisplays which allows you to save, rcfresh and navigate the document.

14. Click Define Content in the third dashboard to add a list of documents.The Dashboard Properties box opens for the third dashboard.

2-20 BusinessObjects Web Intelligence XI: Report Design — Learner’s Cuide

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15. Select the Object Content option.

16. Select Public Folders from the list of available objects.

0K 17. ClickOK.

The Public Folders tree displays in the third dashboard. A Navigation drop

clown list aliows you to navigate through the subfolders to locate and open

documents.

Save 18. Click the Save button in the upper-right corner of the My InfoView window. 5The default location for your saved My InfoView page is your Favorites folder.

Tip: 1f you do not save your customized My InfoView, you will lose all of

your changes.

Once you have customized and saved your My InfoView page, you can set this

page to open as your initial view after logging on to InfoView.

To set My InfoView as the initial view

In the toolbar in the InfoView window, dick Preferences. 12. In the My initial view is area of the General Preferences page, select My

InfoView to set the dashboard as your initial view.

E13• ClickOK.The customized My Info View page will now open as the first page that appears

when you log on to Info View. 14. Click the Log offbutton on the Navigation Bar.

5. Complete the fields on the Log On page and log back on to InfoView. 1The Info View window opens and displays My Info View as the initial view.

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Managing documents in InfoView

Introduction

e

When the number of documents saved in your Favorites or in your Inbox becomestoo large to be easily manageable, documents can be assigned to folders andcategories, to make them easier to find.

The section below reviews how to create folders and categories to organize yourdocuments. Additional information about managing the document lists within thesefolders and categories is also detailcd below.

Creating a new folder

Folders are a way of classifying and organizing your documents. You can create newfolders to organize your documents in the Navigation Panel.

To create new folders

1. In the Navigation Panel, dick + to expand My Folders.

2. Click the Favorites folder.

Click the New button on the Navigation Bar.

4. Select Folder from the drop-down list.The Create a New Folderpage opens in the Workspace Panel.

5. Type “Sales Figures” in the Folder Name field.

6. Type “Sales reports for eFashion stores” in the Description field.

7. Type “Sales” in the Keywords field.

Create A New Folder

8.

Folder Name:

Description:

Keywords:

Click 0K.

Sales Figures

31e reports for eFashion stores

------

—-_________

E1I Cancel

2-22 BusinessObjects Web Intelligence XI: Report Design — [.earner’s Guide

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The newfolder appears in the Navigation Panel. You can now save documents orother objects to this newfolder.

________________________________

1

13 My Folders

iEl Favorites

j j Sales FIures

13 jIflbOX

Public Folders

Note: You may need to dick the ‘ button in order for the new folder to show.

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1Copying and moving documents and folders

Using the Workspace Panel and Navigation Panel toolbars, you can copy and move

documents and folders to new locations. You can copy a document into a different

folder and also copy a subfolder into a different folder. When you move a document

or folder, it is deleted from its original location.

To copy documents and folders

1. In the Navigation Panel, dick + to expand the Public Folders.

2. Select the Web Intelligence Samples folder.

3. Select the Web Intelligence Sample document in the document list by clicking

the checkbox by the document name.

4. Click the Organize button from the Workspace Panel tooibar located above the 1document list.

5. Select Copy to a New Folder from the Organize drop-down menu. 1The Copy page opens in the Worhspace Panel.

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1Getting Started with InfoView 2-23

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6. Select the Sales Figures subfolder within My Folders > Favorites as the copylocation.

Copy

Where do you want to copy the selected Items?

Web lntelligence Sample

s _Zi My Folders

.Favorites

ji Sales Figures

j .Public Folders

New Folder;

__________________

E1

J 7. Click 0K.

8. In the Navigation Panel, select the Sales Figures folder.

9. Click the Refresh button on the Navigation toolbar.The copied document displays in thefolder ‘ document list.

Tip: 1f a folder does not exist that you want to copy a document into, you cancreate a new folder from the Copy page by clicking the Add button

10. Select the Sales Figures folder in the Navigation Panel.

11. Click the Copy button on the Navigation Panel toolbar.The Copy page displays in the Workspace Panel.


12. Select Public Folders as the location for a copy of this folder.

Copy

Where do you want to copy the selected ems?

Sales Reports

w My Folders

iPublic Folders

New Folder: 1 E1

13. ClickOK.A copy of thefolder, including all of the objects within thefoldei is nowlocated within Public Folders.

To move documents

1. Select the checkbox before the copied Web Intelligence Sample document inPublic Folders> Sales Figures.

2. To move the document to a new folder, dick the Organize button.

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1Getting Sta rted with Info Vi ew 2-25

3. Select Move to New Folder from the Organize drop-down menu.The Move page opens in the Workspace Panel.

Move

Where do you wantto move the selected items?

Web Intelligence Sample

L My Folders

j J Public Folders

rn ZJ Business Objects Feature Sample

j D Report Samples

j ]SaIes Figures

Web Intelliqence Samples

___________12i

New Folder:

__________________

L1

4. Select the Public Folders >Business Objects Feature Samples folder as thenew location for the document.

5. Click 0K.The document has been moved to the newfolder and reinovedfrom the old

folder.

2-26 BusinessObjects Web Intefligence XI: Report Design — Learner’s Guide

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1Deleting documents and folders

Documents and folders can be deleted by using the Delete button on the NavigationPanel toolbar for folders and on the Workspace Panel toolbar for documents. 1

To delete documents and folders 11. In the Navigation Panel, dick + to expand Public Folders.

2. Select the Sales Figures subfolder within Public Folders. 13. Click the Delete button on the Navigation toolbar.

A dialog box displays to confirm that thefolder is to be deleted

Microsoft InternetExplorer

Are you sure you want to delete the selected folder?

0K Cancel f l

4. Click 0K.The Folder and all of the objects contained in thefolder have been deleted.

Creating categories

Categories are away of organizing documents. A category displays only thedocuments that have been assigned to it, rather than the entire list of documents thatare available to you. This makes it easier to sort and find documents in documentlists.

By creating categories that are appropriatc to your business, you creatc a fihingsystem, in which each category contains documents related to a certain aspect ofyour business, such as marketing, or sales.

In this section, you will learn how to create a new personal category, as well as howto add a document to an existing category. 1

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1Getting Started with InfoView 2-27

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IIl.To create a personal document category

Select the Show Categories button from the Navigation Panel toolbar.The Navigation Panel view switches to display categories.

Personal Cateories

Corporate Cateqories


2. Select Personal Categories as the location for your new subcategory.

3. From the Navigation Bar, dick New to view the drop-down menu.The list ofavailable options display.

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4. Select Category from the New menu.The Create A New Category page dispiays.

5. Type “My Sales Documents” as the name of the new category you want tocreate in the Category Name field.

6. In the Description field, type “eFashion sales documents”.

7. Type “Sales” in the Keywords field.

Create A New Category

Cateqrny Name:

Description:

Kewords:

My Sales Documents

eFabion sales doounients:

ales

BUSINESS OBJECTS

2-28 BusinessObjects Web Intelligence XI: Report Design — Learners Guide

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8. ClickOK.The new subcategory displays in the Navigation Panel within Personal

Categories. 1

1El PersonaI Categories

El My Sales Documents

El Corporate Cateqories

j Web lnteuigence Samples 1Note: The same process should be followed to create Corporate Categories and

subcategories. However, access to this functionality is determined by your

Business Obj ects adniinistrator.

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1Gettirig Started with InfoView 2-29

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Saving documents to personal folders and categories

You have multiple options for storing objects in a category or folder. You can move

and copy objects to a folder or category, as reviewed earlier in this lcsson. Or you

can open a Web Intelligence document and use the Save As feature to save the

document to a new folder or category location. For example, you can open a Web

Intelligence document from your inbox folder, and save it to a designated Personal

Category.

This option is not available when viewing Crystal Reports in InfoView. However,

they can be exported in different file formats using the document toolbar.

To save a Web Intelligence document in a personal category

1. Open the Sales Figures folder within the My Folders > Favorites Folders.

2. Open the Web Intelligence Sample document from the list of objects.

The document opens in the Workspace Panel.

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Australia

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0

_______________________________

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3. Click the Document drop-down arrow on the document toolbar to view the

menu.

Order UnitCustomer Name Amount Irfte

Total Order amount $9,900

Oruces Bikeo

Canberra Bikes

Down Under Olkes

Kanqeroo Trikes

Roala Road Gikes

Peddles of Perth

Tasmanian Denil Hlkes

veraqe:

518

$480

$45

$108

$64

$5880

$3306

$1414

$18

$480

$15

$54

$32

$2040

$1853

$74231300

“- —-.


4. Select Save as from the menu.The Save Options page opens:

Iejwords:

______________________________________________________

r Refresh on open

Locallon

1Ei — My Folders

IE Favorlles

IE JPubiic Folders

5. Type “Web Intelligence Drili” in the Title field.

6. Type “Drillable orders report” in the Description field.

7. Select the checkbox Refresh on open.

8. Click + to expand the Categories list.

9. Select My Sales Documents from the list of Personal Categories as thelocation where you want to save the document.

jiO. ClickOK.The document has been saved as an object in the My Sales Documentscategoty.

Save Document

Ei General

Tule:

Destription:

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Search by Title

Search by Description

Search by Owner

7. ClickSearch.

Searching for documents

The Search feature in InfoView enables you to search for documents within

categories or folders by the object title, keywords, or all fields. There is also an

advanced search feature that allows you to be more specific in your search criteria.

To search for documents in Info View

1. On the Navigation Bar, type “Sales” in the Search Title field.

Search tule Esaies t LJ

2. Click the Execute Search button.

Any object with the word “Sales” in the liiie displays in the Workpace Panel.

3. Change your search options by clicking the Search drop-down button on the

Navigation Bar.

4. Click the Search drop-down menu again and select Advanced Search.

The Advanced Search page opens.

Advanced Search

Search bylocatwn

l Public Folder

r Private Folder

F Inbox Folder

r Corporate Cateories

F Personal Cateories

Search by Keyword

SearchbyType All

Search by Time

( DonSearch byTime

( Search by Last Modlhcation Tme

Start

End: FE1 Ei f2DO5

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5. Select the Public Folder chcckbox to search by location.

6. Enter Web Intelligence in the Search by Title field.

Any documents located in the public /blders having the word Web Inteiligence

in the liiie are displayed.

2-32 BusinessObjects Web lntelligence XI: Repor Design — Learner’s Guide

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Creating a shortcut to a document

A Shortcut is an object that points to another document in a different folder. You cancreate shortcuts as opposed to copying and moving documents from one folder toanother.

To create a shortcut

1. Click + to expand Public Folders.

2. Select the checkbox in front of the Web Inteffigence Sample document locatedin the Web Intelligence Samples folder.

3. Click Organize on the Workspace Panel toolbar to access the drop-downmenu.

_____________

X t Fdter: All Types

Nove to New Folder...

Copy to New Folder...

Add Shortcuts to New Folder..

Add to my Favorites.,.

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L1.4. Select Add Shortcuts to a new folder from the menu.

The Shortcut page opens in the Workspace Panel. 1Shortcut

Where do you wantto place shortcutsforthe selected items?Web Intelligence Sample 1

iEi Li My Folders

.Favorites

Public Folders

New Folder;

_________________

1 Add 1

5. Select the Favorites folder within My Folders as the location for the shortcut. 1

Getting Started with InfoView2-33

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6. Click 0K.A shorlcut to the document is now located in the Favorites document list.

Selecting liie shortcutfroin the document list will open the document.

Filtering documents in a list

By default, all documents and objects that you have access to view are displayed in

your folder and category views. 1f you want to temporarily limit the type of objects

displayed to improve search capabilities, you can add a Filter. Applying a Filter to

your object lists allows you to view only objects of a certain type. The various object

types that can be filtered to inciude Crystal Reports, Web Intelligence documents,

Excel, PowerPoint, program objects, object packages, and text files.

To filter documents in a list

1. Click the Business Objects Feature Samples folder within the Public

Folders.

2. Click the Filter drop-down button on the Workspace Panel toolbar to view the

available filter types.

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3. Select Adobe Acrobat as the filter type from the menu.

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Whats new in ttuslnessObjects Enterprise

4. To rernove the filter, select All Types from the Filter drop-down menu.

2-34 BusinessObjects Web Intelligence XI: Report Design — Leurner’s Guide

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1Sharing documents with others

With InfoView, you can share your documents with colleagues — both BusinessObjects users and non-users. 1f you are sharing documents with InfoView users, you 1can send yous documents directly to their InfoView Inbox folder, or you can chooseto save them as public documents in the corporate repository.The Business Objects corporate repository stores sent and public documents Iallowing others to retrieve them.

1f your colleagues are not InfoView users, you can save your reports in MicrosoftExcel or Adobe PDF so that they can easily view and print them using Excel orAdobe Acrobat Reader.

Sending a document to usersSending documents is the ideal method for cornmunicating information to individualusers and groups of users. The documents are sent through the corporate repository,and users are notified that they have received a new document when they log on toInfoView. The user can then retrieve the document from their InfoView Inbox.

Saving a public document1When you save a document to a public folder or categoiy, you are making it

available to a wide audience of users. When given the appropriate access rights, yourcolleagues can then refresh or modif,’ the document and save it again, making it easyto collaborate with one another.

Public documents remain in the repository until removed by the Business ObjectsAdministrator. This is an ideal method for comrnunicating information across anorganization or enterprise.

Note: You can only send documents to users that have been set up in the system bythe administrator.

To send a document to another InfoView user

11. From the Navigation Panel, eijck + to expand Public Folders.2. Click the Report Samples > General Business category.

The available ob/ecis display.

3. Select the checkbox before World Sales Report.

1GettingStarted witb InfoView

2-35

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Click the Send dropdown button on the Navigation Bar to activate the menu.

The ai’ailable send options display on the menu. You can send documents to

another user Info View Inbox, a user ‘s email, and to au FTP or File location.

‘ [Send. j My IntoView Search title

To BusinessObjects Inbox

To Email...

ToFTPLocalion...

To File Location...

5. Select To BusinessObjects Inbox from the drop-down menu.

The Send Document to Destination page displays.

Send Document to Destination

Title: World Sales Report

Description:

Created: 2111/2005 1:58 PM

Last Moditted: 2/11/2005 2:01 PM

Last Run: 2/11/2005 2:01 PM

Destination: Ispecto lnboxj

Choose: J Users JLook For: L._ jl searc t

Available Recipients: Selected Recipients:

AdministratorGuest

1>11 1I.cI

Tar5et Name

( Automaticaly generated

Specitic name

______________________ _________

Add placeholder.. .±J

Send As:

( Shottcut

(• Copy

1 ni II Canceij

Note: Sending a document to the BusinessObjects nbox will send the

document to the Inbox located under My Folders in InfoView. To send

documents to another users email inbox, select To Ernail.

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6. From the Destination drop-down list, select Specific Inbox.

Note: You can select the Destination as default if your System Administrator

has set a default Inbox for you to send your documents. Otherwise, you can

select specific users or groups to receive the document.

7. From the Choose drop-down list, select Users.

1f t/zere are many users to choosefrom, you can search for the user or group

name.

8. For this exercise, you will send the document to the Administrator username.

Type “A” in the Look For field.

9. ClickSearch.The Available Recipients list is populated with any user names that begin witli

the letterA.

Available Recipienis:

Administrator

t > J 10. Select Adniinistrator from the list and dick the> button to add the username

to the Selected Recipients list.

11. Select the Antomafically generated option as the Target Name.

The file name of the document is automaticallv generated, unless you spec4j5’

otherwise.

Note: The Specific name option allows you to specify a different name for the

object that you are sending. When you specify a target name for the document,

you must also add the File Extension placeholder at the end otherwise the file

name will have no extension and will not be sent successfully.

12. Select Copy from the Send As options.

Thefile can be sent as either a copy or as a shortcut.

1 Siim 1 13. Click Submit.The document has been sent to the designated user Inbox. To verfj.’ the

procedure, you will log offand then log back in to Info View, and ihen check

your Inbox.

14. Click the Log off button on the Navigation Bar.

The Log On page displays.

15. Enter your username (Administrator) and password (Icave blank) to log back

onto InfoView.


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El __iMy Folders

Favoriles

El

n ZPub0c Folders

Oronize . 1 X Fl*e AS Types

F tl 1111e SenO __.__J FromF f3 World Sales Rpnr1 BOD 2fl 9/2005 320 PM Administrator

as

[, Send‘

[iiJ My InfoView

Fflt

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16. From the infoView Navigation Panel, open your Inbox folder.The copy of the World Sales Report document that was sent to theAdministrator username is located in the Inbox.

iH Now. t’4sena [MyInloVieW Seeçchlille.

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1Note: You may need to eijck the Refresh button to see the new document.17. Click on the document name from your Inbox to open any documents sent toyou by another user.

To send a document to email1. Select the checkbox before the World Sales Report located in the Public

Folders > Report Samples> General Business folder.2. Click the Send drop-down button to activate the menu.

To BusinessObjects Inbox

To Email...

To FTP Location...

To File Locetion...

Serch title


1

From:

To:

Cc:

Subject:

Mes sage:

jjAdd placeholder. _•j

Add placehoIder.JJ

F Add attaci,menl

Attachment:

Ç AutomaticaHy generated

r Specitic name

___________________________________

P Acht file exiension

Note: You can select the Destination as default if your System Administrator

has set a default email recipient for you to send your documents. Otherwise

you can send the document to a specific email address.

4. Type “[email protected]” in the From field.

5. Type “[email protected]” in the To field.

6. Click the Add placeholder... dropdown button to activate the menu.

7. Click Title from the list.

Note: A placeholder is used to add information specific to the report. In this

example, when Bob receives the email, the title of the document will appear in

the subject line.

8. Type “Here’s the report you requested” in the Message fleid.

9. Select the Add attachment checkbox.

Note: 1f you just wanted to send an email about this document and not includc

the document as an attachment, you would deselect this box.

Click the Submit button to send the email.

Note: Unless the email server portion has been configured by the administrator

the email will not be successfully sent.

3. Click To Emaii.. from the list.

The Send Document to Destination page displays.

Send Document to Destirtation

Title: World Sales Report

Desoription:

Created: 211112005 1:58 PM

Last Mudifled: 2/1112005 2:01 PM

Last Run: 2/11/2005 2:01 PM

Destination Specific email reciplents J

Submît 10.

Getting Started with TnfoView2-39

Publishing documents for sharing with others

When you save your document as a public document, you are making it available toa wide audience of users. Your colleagues can then refresh or rnodif’ the documentand save it again, making it easy to collaborate with one another. Public documentsare saved to either a public folder or category.

This is often called publishing a document to the repository.Public documents remain in the repository until the BusinessObjects Administratorremoves thern. This is an ideal method for conrnlunicating information across anorganization or enterprise.

Public documents are accessible to groups of users across your organization.

To save as a public document1. Click + to expand Public Folders.

2. Open the Web Inteffigence Sample document from the Web IntelligenceSamples folder.

3. Click Save as from the Document menu.The Save Document window opens.Save Document

Tule:

Descriplian:

Keywords:

——---

EL

F Refresh on Opflfl

Location

ta —iMyFolders

tdt —4Favorltes

[dl —4 Puhhc Folders

L

1

1

2-40

4. Enter My Public Document as the title.

5. Click on the + to expand Public Folders.

BusinessOhjects Web Intelligence XI: Report Design — Learner’s Guide

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El General

S

6. Select the Report Samples public folder as the publish location.

0 GeneaI

Wew a public document

Click on the + to expand Public Folders.

Click on Report Samples.

The documents saved to Report Samples display inciuding My Public

Document.

ûrgersze ;< Flller All Types

F Tdlo Last Run Type

F 3 ? M Puj. c Dcumen Never run WeblnteIIience Document

TuIUIIT QjJ ‘opririiey

r -Vcb Irti:hrJy-ce E:arnp:y Never run Wetj InteIIience Document Admnistrator

Schyu Mo- ‘rorcttiy

Plile: v1y Public Document

Descrtptien:

KeVworLIs:

F Refresh en open

El Localion

- My Folders

El lFavoriTes

[T] Sales FIguren

IE .—JPueiic Folders

7. Click 0K.

To

2.

OwIle! jnslances

Administralor 0

0

Cetting Started with InfoView2-41

2-42

e Sharing beyond Web

To share with colleagues who are not Web Intelligence or Crystal Reports users, youcan save your reports in Adobe PDF or Microsoft Excel format. That way, you andyour colleagues can easily view and print thern using Adobe Acrobat Reader orExcel.

When you save a document in PDF format, the page layout and formatting of theWeb Intelligence document is retained in the PDF file.

To save a document in other formats from InfoView1. Click + to expand Public Folders.

2. Open Web Intelligence Sample from the Web Intelligence Samples folder.3. Click Save to my computer as > PDF from the Document menu.

Fe name.... ebJnteigence_Same.p&File type: AdobeAcrobat DocumentFrn: emery-vmw2ksvi

Wot4d yce to en the tile o save t to youi cunpute?

Open ( Save Cencel__j Moie inioj

P befoe opeten ijstq,eoH

l3usinessObjects Web Entelligence X: Report Design — Learner’s Guide

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Document

Edit

Save

Save es

Properties

Save to my computer as Excel

PDF

cSv

The File Download window opens:File Download

______________________

9 Some liles can hatm yow computei, I the file information bdowlook suspinou. or you do not tuily trust the cource. do not qen oraavo this lie.

1

1

1

Save I. Click Save.The Save As window appears:

Svein: I0ktop

Documents

My Computer

My NetworkPiaces

J Microsoft QL perver

-1 4-e.

1Save

j Sae

Save a rpe; )AdobeAcmbal Document Cc4

Specify the file location and eijck Save.

The document is saved to your local computer. You can now browse and open

the PDF document.

Gettng Started with Info View2-43

Uruces Sikes l6

:anbelra Bikes $461)

Duwr UrsJr Bkes $45

Kanyeroo Trtko $106

oaIa Road B,kes $64

PadclIe al PettO $5B8a

TasteartiasDeed Btkes $3306

L Avera9e:

__________

660

$185.000$480

$15

654

4.000c$2940

$1 653

2-44BusinessObjects Web Intelligence X: Report Design — Learner’s Guide

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Adding discussions to a document

The Discussions feature enables you to create messages on reports, hyperlinks,programs, and other objects in a folder.

You must have the appropriate rights for the object to be able to view and createmessages. 1f you are not sure that you have the appropriate rights, contact yourSystem Administrator.

Using the Discussions Panel in a document, you can:• Create new messages

• Reply to group or individual messages

• Edit messages

• Tag messages with high or low priority

• Delete messages

To add a discussion to a document1. Click + to expand Public Folders.

2. Open the Web Inteffigence Sample document in the Web IntelligenceSamples folder.The latest inslance ofthe document opens.

Docume6 • Vw - F,nd L#a Zat,,r 00% 1 41 S ReT,shD

Australia -—________ Total Order amount $9,900

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ljer IJnitCustom Nirni Amount ?dco

New Me550g, PeplytoGrouc ,Repi, to Send.r ?( t 3

r,n’.mmIrruflPion, seled e rel, ie rIrsela,.

The discussion window allows users to share communication about a particular

report. Once the discussion window is open, there are a variety of options. The

common options are listed below.

Button Description

,1j New MessagePost a new message to the discussion.

J Reply to Group J Reply to all users regarding an existing posting.

Reply to SenderReply only to the user that posted the thread.

_x Delete a thread from the discussion.

1 Mark thread as High Importance.

Mark thread as Low Importance.

4. Click New Message on the Discussion Panel toolbar.

5. Type “Tom needs access to this document” in the Message field.

6. Click High Importance to mark this message as urgent.

q54J 3. Click Expand in the Discussions Panel at the bottom of the window to make it

visible.The Discussions Panel opens to display the document discussion messages

and threads. You can now view, add or delete discussion threads.

__--——-i-—--— .e—— r--o

DWt 56* 6 ZNw 100’ 1 j ReleerOCot

56 .aIoyFoIdoro

eFae0rrtes

56 ..OPsbIls Folders Australla Total urder am unt $9900

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Getting Started with JnfoView2-45

1

11. Click Post.

8. Click Collapse to close the Discussions Panel.

9. Click Expand to re-open the Discussions Panel.The message that you posted displays beneath the document name. Themessage is bold because it bas not been readyet.

10. Click the Note by Administrator message from the list.The message displays in the Discussions Panel. 1

Ne Mesene teply to Group_. Repy to Sende, )( 12

IS Web letelllgence 5nepIe Sublect toto by Admocctrotooo 2505-02-24hdmircstratMassage Tom neads access to this document

_________

______

141 ( :

Post Ceoca

11. Click Reply to Sender on the Discussions Panel toolbar. 112. Type “Tom has been given access to the document.” in the Message field.13. Click Post. 1Your reply is posted to the discussion thread.

14. Select the reply message in the thread and eijck the Delete button on the 1Discussions Panel toolbar.A deletion confirmation box displays.Microsoft Internet Explorer

.

Are you st.re you want to delete tFtI nt*e and I contained notes?

0K Ie1IJ15. ClickOK.

Note: You can only edit and delete messages that you have created. You cannot delete a message if other notes are below it in the discussion thread.

2-46 BusinessOhjects Web Intelligence XI: Report Design — Learner’s Guide

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Adding a document from your computer

You can add a document from your computer to InfoView and store it in a category

or folder.

To add a document from your computer

1. Click the New dropdown button to activate the menu.

D New,

Web ntelligence Document

Hyperlink

D Document from local computer..

Folder

2. Select Document from local computer from the list.

3. Click Adobe Acrobat as the type of document to add.

Li NewLJ

R Web Intelligence Document

Hyperlink

LJ Document from locel computer... } Microsoft PowerPoint

Microsoif Excel

FolderTCXt

Adobe Acrobat

Rich Text

Crystal Repori

Microsoft Word


Keywords: SalesiFilename: IC:\Documents and Settings\AdministraIor\Desktop\Web_lnt BrowsJ1

Location

9 LJ My Folders9 Favorites

Sales FiguresJi Public Foldersal -Jausiness Objects Feature Samplesal .Z Report Samples

Jwet Intelligence Samples

Type “Web Intelligence Sample PDF” in the Title field.Type “Sales report” in the Description field.

Type “Sales” in the Keywords field.

Click the Browse button to locate the filename of the document on your localcomputer.

Select Web InteLligence Sample from the location you previously saved thePDF.

Click Open.

From the Location list of folders, select Sales Figures as the location to storethe document in InfoView.

Click 0K.The document has heen added to Info View and stored in the Sales Reports

folder.

Tule:

The Add a documentfrom your local computer page dispiays.9 General

Descnptuon:

tWeb Intelligence Sample PDF

9

4.

5.

6.

7.

8.

9.

10.

11.

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12-48 Businessobjecls Web Intelligence Xl: Report Design — Learner’s Guide

Adding a hyperlink

You can add a hyperlink to Infoview to easily access web sites. The hyperlink is

stored as an object and saved in your folders or categories.

To add a hyperlink

1. Click the New dropdown button on the Navigation Bar to activate the menu.


Hyperhnk

Document from local computer...

Folder

Click Ryperlink from the list.

The Create a New Hyperlink page displays.

Create a new hyperlink

2.

6 General

Description:

URL:

Keyworcls: L

6 Localicn

L

6 My Folders

6 -. Favoriles

6 —. Public Folders

3. Enter “Business Objects Web Site” in the Title fleld.

4. Enter “TechnicaL support and product information” in the Description field.

5. Enter “http://www.businessobiects.com” in the URL field.


6. Select the Public Folders > Business Objects Features Samples folder as thelocation for the hyperlink.

j 7. Click 0K. 1The hyperlink has been saved to the folder and is listed as an object in thedocument list.

-

--1 --

9 ini r— D FdI 1 Vol 1000 Ofl0 (100101 0000.010010oFaooflIno 0 fl,3olO Cli In NWol wo Hni,idiok Aflm,ninflaIo 000—

Afindto 0010 B031neol Odoeto webflilo9 ,J P30110 Foldeos..--,

--

-.0Bus011s (‘lions Fealu,e Sanhples F $ t do: iiie- Obiesij Wel, 01 NOV01 fijn Hyperlirok Afimmi thAn,9 _ip0001000rnplln EJjotiti(1,jEnatore Examplos Toohn,oal support and product inlo101ation

--

d0notai Business T t C0001,nflflcApt Non-; 035 PrO5am MminIsl;lor.090060 FliulesL3Ofi kIh,tth J500_a00010 101e0106nle Samples ASV10PIO 010010m hal 00mb 1010

T ? 10.00 riulto’ or 3’ elO 0000, fl111 WOO fi,IfluI10011le Ciolulnent ASm1011IslIo,LOJI2SS niit’ Wk

- T ‘ 30Ipa;-- -3-s Neon, run Man- A010031 Admrnist;aIor 0Enias.OnIhats now In Oufil000sObIfiets E010rp,Iuo

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12-50 BusinessObjecis Web Intelligetoce XI: Report Design — Learner’s Guide

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Logging off from InfoView

Introduction

When you finish using InfoView, you should log off rather than closing your

browser window. By using the log offbutton, you will be terminating your session

and this will improve server perforniance.

Logging off

By logging off from InfoView, you can save any settings you may have changed.

Logging off also heips the InfoView system administrators keep track of which users

are logged in to the systern at any given time. This allows them to configure the

system and handle transaction loads most efficiently.

To log off from Info View

1. From the Navigation Bar, dick the Log offbutton.

The Log On page now displays in your browser andyou have logged off

BUSINESS OSJECTS

Lo Onto 13usftEssObjects Enterprise

ExÊstin User

System; EMERY-VMW2KSVR:6400

Username: admnistrator

Password:

Authentication:

1 LogOn 1

Note: 1f you have made any changes to your options and have not saved them,

or are closing a document without saving changes, a logout confirmation page

will display.

GettingStarted with InfoView2-51

1Practice

Activity: Getting Started with InfoView

Objective 1Log on to InfoView, view the documents that are available to you, open an existingdocument, create a new folder, and save the document as a personal document.

Instructions1. Log on to InfoView with the user name and password supplied by theinstructor.

2. View the documents in Corporate Documents and Public Folders that areavailable to this user.-

3. Create a new Public folder narned Training- Reports.4. Open the Web Intelligence Sample report.5. Add a message to the discussion tliread that “you have reviewed the reportand would like to schedule a meeting”.6. Save the document as Web Intelligence Sample to the Sales Figures folder and —then close the document.

L -7. Configure your start page to show:- --

• In the lower part of the window, the URL hftp://w’.businessobjects.com L• In the upper part of the window, the list of documents in your Favorites.

8. Open and view Web Intelligence Sample from the Web Intelligence Samplespublic folder.

9. From InfoView, save Web Intelligence Sample as PDF and Excel format to [:.your computer.

10. Log off from InfoView. 1

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12-52BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

1

Review

Quiz: Getting Started with InfoView

1. What are the three different storage areas where documents are made available

to you?

::s2. What are the two kinds of categories and folders?

LfYS

3. What are the differences between categories and folders?

: :‘ (“*)

f )

4. Where do you access the My InfoView link?

5. What are Dashboards?;,1i/:

6. Describe three ways for sharing Web Intelligence documents with others.

f S

/ )7. How can you make your documents accessible for other Web Intelligence

users?

8. What formats can you save your document to for sharing with users who do not

have access to Web Intelligence?

t’)


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1

1Summary


• Log on to InfoView 1• Access documents

• Set InfoView preferences

• Manage document folders and categories

• Set password options

• Use online Help

• Customize My InfoView with dashboards

• Log off from InfoView

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12-54 BusinessObjects Web Intelligence Xl: Report Design — Leamer’s Guide

1

Lesson 3

Viewing Documents in InfoView

This lesson dcscribes the different viewing options available to you in InfoView for

displaying both Web Intelligence and Crystal Report documents.

The lesson reviews how to set the viewing options that are most appropriale for your

needs. It also describes the Interactive viewing mode, which allows you to modify

Web Intelligence documents in InfoView without actually having to edit the

document. The lesson also presents how to print documents using InfoView.


• View Web Intelligence documents

• View Crystal Report documents

• View non-Business Objects documents

• Set options for Web Intelligence and Crystal Report documents

• View Web Intelligence documents in Interactive viewing mode

• Modify Web Intelligence documents in Jnteractive viewing mode

• Drili in documents in InfoView

• View Crystal Report documents in ActiveX, DHTML, Advanced DHTML

Viewer or Java Viewer.

• Refresh and Schedule documents in InfoView

• Print documents from InfoView

Duration: 1 hour

3-1Business0bjects Web littelligence XI: Report Design

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Viewing documents in different formats

1Introduction

1As a Web Intelligence user, you can view documents that were created either in WebIntelligence or Crystal Reports as well as other non-Business Objects applications.

Viewing Web Intefhgence documents

You can choose to view Web Intelligence documents in the following formats:• HTML — useful if you want to navigate reports to view results, and refresh thereport data to see the latest figures. Values displayed in report tables and chartsare static.

• Interactive — useful if you want to filter, sort, add simple calculations or drili on 1the values displayed in the reports.

• Portable Document Format (PDF) — useful if you want to print a document orsave the document to share with someone who does not have access to InfoViewor Web Intelligence.

Viewing Crystal Reports documents 1You can choose to view Crystal Report documents in the following formats: L• ActiveX Viewer — useful if you want to view, refresh, print and save reports to avariety of formats. To use the ActiveX Viewer your browser must support LActiveX controls.

• DHTML Viewer — useful if you want to refresh or export your reports through atrue zero-dient viewer. To use the DHTML Viewer your web browser mustsupport Dynamic HTML.

• Advanced DHTMI Viewer — in addition to providing all of the features foundin the DHTML Viewer, this viewer is a zero-dient viewer that provides anAdvanced Search Wizard.

1• Java Viewer — useful if you want to view, refresh, print and export reports. Touse the Java Viewer your web browser must support the Java Virtual Machine.1


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1

Viewing non-Business Objects documents

Your document lists may contain documents created in applications other than Web

Intelligence or Crystal Reports. You can view, send, and save any of these

documents.

Note: To view a non-Business Objects document, you must have an application that

can display the document installed on your computer.

Some examples of the types of documents you can view in InfoView are:

• Microsoft Word documents

When you open a Microsoft Word document in InfoView, the document opens in

Microsoft Word format with the standard formatting toolbar.

• Microsoft Excel spreadsheets

When you open a Microsoft Excel spreadsheet, the document appears in a

Microsoft Excel page in the InfoView window. The way the spreadsheet appears

in your InfoView window depends on the browser you use. 1f your rights allow

it, you can edit the ceil contents of the spreadsheet. You can save the changes to

your local machine, but not to the repository.

• Adobe Portable Document Format (PDF) files

When you view a PDF file in InfoView, the standard Adobe Acrobat Viewer

window and toolbar allows you to navigate and zoom on the document.

Viewing Documents in Info View3-3

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3-4

Setting view options

To change the default preference settingsl.

General Preferences

Myinitialviewis... C Home

My InfoView

r Favorites

fl505

r the folder (unspeciSed) rOWse

r the cate5ory (unspecifled) 1 Urowe. T

Onmydesktop... Selthe numberofobjects (max) perpage: 10

For esch document, show deacriptionmeowner

T date

f instance count

actions and description (if selected) i itially not hidden

View mydocuments... ( in the InfoViewportal

in a single fullscrecri hrowael window, one document at a timer fl maltiple fullscreen browserwindows, one window for esctr document

2. Ensure the General Preferences tab is visible. From here you can:

• Set your initial view

• Set the number of objects that display per page

• Set how each document is opened and the details to display

l3usinessObjects Web Intelligence XI: Report Design — Learner’s Guicle

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You can experiment with all of the formats described by changing the default viewoptions in InfoView. The settings that are most appropriate for you depend on yourorganization’s requirements as well as your own preferences.

From the InfoView Home page, dick Preferences to view the Preferences Pages.The General Preferences Page opens.

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Changing default view settings

To set the default Web Intelligence view settings

Continue working in the Preferences pages.

1. Click Web Intelligence Document Preferences to open the Preferences tab for

Web Intelligence.WablntolligcnccOocumelpreleronec.

Select araew (er,nat: ç HTML

Inleractivo

Portablo Document Format oboReaderrequIreO)

Select a repolt panel:- HTML

( Java Report Panel

r HTML Report Panel

For cach new drili session: C Start drili 0fl a dupbcate repart

( Start drili on the existin report

General drifi options: F Prompt t trui requlres additlonal data

F Synchrontze drili en repori blocks

r- tilde driti teelbar

2. In the Select a view format: section, select Interactive as the view format.

Note: Report panel and drili options will be reviewed later in the course.

1 AipIy 3. Click Apply.The settings you selected are saved andyou may continue settings preferences.


1

1To set the default Crystal Reports view settings

1. Click Crystal Report Preferences to open the Preferences tab for CrystalReports.

Cry,tal Repofl Preference

View my reports usingthe

... r AcbveXvwwer.

r DHTMLviewer.

( Advancect DHTMLvlewer.

( Java vlewer

DFITML viewer printinguses 111e

... r Acrobat Reader pnntlng contrnl

‘AcbveX prinling control (One dick printing)

Preferred measuringunitstorreportpage (lnchesloyoutis

C milllmetern

Rendering resoluhon r(DHTMLviewers) 96 DPI

C l200Pl

2. In the View my reports using the... verify that Advanced DHTML viewer isselected as the view format.

l1 3. Click 0K.The settings you selected are saved and you are returned to the home page.

In the next exercise you will view a Crystal Report in Advanced DHTML viewermode.

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13-6 BusinessObjects Web Tntelligence X[: Report Design — Lenrner’s Guicle

Viewing Crystal Report documents

Crystal Report documents are identified by the following icon - in document lists.

In this exercise you will open a Crystal Report document to view it in Advanced

DHTML view.

To view a Crystal Report document

1. Open the World Sales Report Crystal Report document from Public Folders>

Report Sainples> General Business.

Note: To open the document, single dick on the document name. Clicking on

the document name will open the most cunent vers ion of the report.

1 iE/’ IMonRoPort.zJ l1oo%:J )

World Sales Report

2/1412005

Once the report is open, there are a variety of options. The common options are

listed below.

Button Description

[ Export the Report. Valid export formats are: Crystal Report, Word

Document, Excel Document, PDF or Rich Text Format.

Print the Report.

.- Show / Hide Group Tree....J

Refresh document.

Search and Advanced Search.

isUSA

Canoda

haly

Spain

Senmany

tGroup Tree

ra JA

• Coo.,d., 7.0%

• holy .%%

• tyflhli 2.1%

• 0oono,y 2.1%

Totol. IOD 0%

ij

Viewing Documents in InfoView3-7

2. Navigate the report by clicking on Italy in the Group Tree.The repori repositions to show the details on Italy.

3. Click on USA in the table.The report drilis to show the nexi level ofdata.

Exporting document data

In the previous lesson, you learned how to save documents in other formats to sharewith non-Business Objects users. You can also export your report data to an Excelfile for further analysis and modifications.

To export a document to ExcelContinue working with the previous report.

1. While viewing the World Sales Report, dick Export Report on the documenttoolbar.

2. Click the File Format drop-down button to activate the menu.

i1 Crystol Reports (RPT)Crystal Reports (RPT)Adobe Acrobet (POF)

rIem

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1BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

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flie Format

P,ge Range

1icrosoft Excel 97-2000 - Dete Orrly (XLS) kSticrosott Word (RTF)t4icrosoft Word - Editeble (RIT)ichTextFormat(RTF)

To 11

0K Cancel

3. Click Microsoft Excel from the list.

1

1

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3-s

4. Click 0K.A dialog box opens prompting you to open or save the report.

I9i1fT

7 Some files een hmyaw coeutes. It the Me ‘dormation below

lodur SUSCleUS. os yixr do not fl4 isust the sece. do not open or

save this file.

File name ePcstt*sk

File type: t.lierasoft ExcelWorksheet

From emery-vmw2ksvr

Would you like to open the file er save to your computer

° ( Save ( CansJ j1More Info 1P rtsays osk betere openrr1 llii

5. Click Open.The report opens in Excel.

6. View the report and close Excel.

7. In InfoView, close the report by clicking the X in the top right comer.

Welcome: Administrator


1Viewing Web nteUigence documents in nteractivemode1

Web Intelligence documents are identified by the following icon - in documentlists. When you select Interactive as the view option for Web Intelligencedocuments, you can perform a number of actions on documents in InfoView withouthaving to actually edit the document in the Web Intelligence report panel itself. 1Note: The availability to use this feature depends on how InfoView was installedand what user rights you have. Ask your administrator if you have the rights to thisfeature.

From InfoView, in Interactive mode, you can:

• Filter data to limit the data shown in the report• Sort values to change the order of the information shown in the report• Add a section to a block of data

• Add predefined calculations on data, such as adding up sums, counting totals,and calculating averages and percentages

• Add and remove the variables that appear in the report• Analyze data in deeper levels of detail if the document has been set up for drilianalysis

i• Format a document to your specific requirements

To modify data in Info ViewIn the following exercise you will view, navigate and modify a Web Intelligencereport using the Interactive menu.

1. Select the Web Intelligence Sample document from Public Folders > WebInteffigence Samples.

Note: To open the document, single dick on the document name. Clicking onthe document name will open the most current version of the report.

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13-10BusinessObects Web Intelligence XI: Report Design — Learner’s Guide

1

The document opens in interactiveformat in the Info View window:

______

- row- et- Sm $ 100 * Ilo 1 Ome 00% Ç?. e.oi ‘

-IM

( . ,. , .

Jx

Australla Total Order amount $9900

Document - loew flseet • Seve JÇ$ Fksd - Reok» Zoom lot

aIH

(FCer So.t Cetcijros - rIseol

v’ X [_.

___

Naeiotion Map 1

-

______

• Austr,ba Australia Total

• Englend 1 —

• Fr,ce

• Germmry

• eend

•Bruces Etikes $18 $18

• MOX,CO Canberra Bikes $480 $480

• Poind

•DownUnderEtlkes $45 $15

• Spon KangerooTrikee $108 $54

• SwOzerl$nd

• i,s.s Koala Road Etikes $64 $32

$dys0sWorkspce Peridies ofPerth 85,680 62,940

.1idor UOIIOo0ooier t4ioo O,$0Ul,t loco

0.000.

6000

0,000

$ 4000

6 3,000

0

BrUOo’3 BikeS $10 $15

Conberlo Blies $400 $400

Oowelunde,00cs $45 $05

06fl10r00 Olie’s 1100 $54

IsoIa 0030 Blies 164 $32

P004105 00 P0511 $5000 $2.940

T3ersefllOfl Doel Biko $3.300 $1.053

A0004gel S1,414 1742

1000

9J Or&r.60corerrly

2. Click the arrow to show the left pane and report map.

3. Click on the down arrow by Document Summary and select Navigation Map.

The document Navigation Map opens, showing a list of the sections in this

document:

Document Summary

Chart and Table Types

Available Ob)ects

Document Structure oord Fiflers

Navigetlon Map

User Prompt Input

Find

0)11101 Itnit

Customer Name Amount .Price


1

1Note: Select a report or section name from this list to navigate to that location inthe document.

4. Select the Analysis Workspace report from the report map. 1The document displays the Analysis Workspace report.

5. Right-click on the Customer Name column in the report.The Interactive Reporting menu appears which allows you to perform a numberofactions.

Set as section

Insert

Format

“( Quick Filter...

Turn table to..

Sw- a>ir

ereak

Sort 1Celculation 1

Remove 1

6. From the shortcut menu, dick Insert > New Column > Right to add a blank 1column to the report.

7. Click on the down arrow next to Navigation Map and select Available Objects. 1Availeble Objects

Document Sumrnary


Available Objects

Document Structure and Fiters

Navigation Map

User Prompt Input

Find

8. Click and drag the City object to the newly inserted column. 1The report is updated with a new column ofdata, showing the Cityfor each ofthe Customers.

19. Right-click on the City column in the report.

10. From the shortcut menu, dick Quick Filter.

The Quick Filter window will appear.

3-12 BusinessObjects Web Intelligence XL Report Design — Learner’s Guido

1

r4 Abu Dhabi..Yokohama

List

________

t

LondonParis

* S -I

Abu Dhabi —

AcapulcoAmiensAmsterdam

j2 r;; 1AnkaraArras ‘.4 « 1AshtordAtheneAtlantaAuckland

? More ;ntormation

S&ect the va’ieft) thet yuu wrt to st ow en the elecied tahe û el

01< .1 Cancel

12. Click 0K to save the filter.

The report is now filtered to show datafor only London and Fans.

13. Right-click on the Order Amount column.

14. From the shortcut menu dick Calculation> Sum.

A total row is insertedshowing the Stim of Order Amount. Your report should

look similar to the partial report below.

t tOrder Unit

Customer Name City Amount Price

889 PIy LDnLIDn $103.849 $28326

Paris MDuntain SpDrts Paris $46.941 $1 2,2fl

Picadilly Cycle LDrIdDn $114 $38

Averaqe: $50,3111 $13,545

Sum: $150,904

15. Right-click on the City column and select Remove > Column from the shortcut

menu.The City column is removed from the table.

11. Double-dick on Loudon and Paris.

juickMte


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To turn the table into a chart

Continue working with the Web Intelligence Sample document in Interactive view

format.

1. Click on the down arrow next to Available Objects in the Document Navigation

pane.

2. Select Chart and Table Types from the drop-down list.

Note: 1f the Left Pane is not visible eijck on the arrow to show the pane.

3. Click + to expand Bar Charts.

4. Click and drag Vertical Grouped to the table in the document pane.

The lable is converted into a vertical grouped bar chart.

$120.000

$100.000

$so,000

$60.000

$40000

$20000

$0S Pty Paris Picadilly

Mountain CycleSports

Customer Name

Note: Right-clicking in a celi or column and selecting Forinat from the shortcut

menu will display a formatting box. From this box you can format the properties

of the celi, column, report, or chart; inciuding the layout, aiignmcnt, fonts and

borders.

.

.......-

e

0 ei ,2 41: ‘ru PM[&u It. 0’O’t’; ‘.s to’.:

O( Ctr .pIy

G.n.1 ..;

L .....,___—________________

T re ro.m.o,o

r soow

Ç P Sp.IIY*0 222 wjre

rP sproot wl1 025

.zJ

5. Ciose the report by clicking the X in the top right corner. Do not save the

changes.

I,qiPr,pte

3-14 BusinessObjects Web IneI1igence Xl: Report Design — Learner’s Guide

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Analyzing Web Intelligence documents in Drili

mode

Introduction

In this section, you will see how you can analyze data in InfoView with drill mode,

as long as the document you are viewing has been built as a drillable document.

It is important to know that there are probably many users in your organization who

are authorized to use only InfoView. They access documents that you, as a report

builder, have published to the corporate repository. 1f you publish a drillable

document as a Corporate Document, these users can use the same drili feature to

analyze the data in many levels of detail, and gain greater insight into the

information you are trying to share.

DrilI mode is a feature that allows you to view data from different levels of detail

and zoom in on different trends. 1f the document you view in InfoView has been

enabled for drili analysis, you can drill down to get more details on one of the

objects in a table or chart. For example, you can analyze why sales resuits were up in

2004 by drilling across to view the sales results in 2003 and look for trends.

Drilling in a data hierarchy

Drilling is possible because of the hierarchical relationship of the data in a universe.

Hierarchies are created in a universe by the universe designer. In the eFashion

universe, for example, the Store class is a hierarchy of objects that allow you to

break down the Store data from the highest level, State, to the lowest level, Store

name.

Data Prapertiesi— Hierarchies

+ Time period

— l Store1 State

—1 City-1 Store name

+ t Products

Because this hierarchical relationship has been set up, you can drili down the report

for more detail, or drili across the report to coinpare detail.

In this exercise, you will practice drilling in a document in Info View. In a later

lesson, you will leam how to create a drillable document.


1

1To view a drillable document in InfoView

1. Open the Web Intelligence Sample document from your Public Folders.iThe document opens in the Info View window. A spyglass icon appears next to thetule of the document designating that this document is drillable.

LÏ1 2. Click on the spyglass button on the document toolbar to put the document in drilimode.A drili toolbar appears and drillable data items display as hyperlinks in the 1block. You can use these hypertext links in the cel/s to drili down, up and across.

Australia Total C

Custorner Ndme Order jUntLtrnaunt Price

Bruces Bikes IÂCanberra Bikes

Down Under Bikes L4Kangerao Trikes .jL_Koala Raad Bikes 4PeddlesofPerth

Tasmanian Devil Bikes

Averaqe: $1,414 $742

Note: Additional buttons appear in the window that allow you to take a snapshotof the report or add a filter to view the level of detail available in each hierarchy.

3. Position your cursor over Down Under Bikes in the Customer Name column.A tooltip displays “Drili down to City “.

4. Click Down Under Bikes.Datafor the cities that have Down Under Bikes dispiay in the document. Youhave drilled down to a lower level ofdetail in the hierarchy.

Australia t Total Order amount: $45

.r Order Unitmount Price

Sydney

Averaq $45 $15

3-16 BusinessObjects Web Intelligence XI: Report Design— Learner’s Guide

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5. Click Sydney to drili down to Region.

The Region datafor Sydney displays in the document.

Australia ? Total Order amount: $45

New South Wales

Averaqe:

6. Using the drili toolbar, dick the drop-down arrow by Down Under Bikes to drili

across to Canberra Bikes.

The data changes to display the Region datafor Canberra Bikes.

Australia

II DO

Canberra 4Q 41

Average: $480 $480400

—- .-,_L-- .. -.— —-..

7. Click the Snapshot icon on the document toolbar to take a picture of your

analysis.A copy ofyour analvsis is inserted into a new repori tab.

1 T

Note: Right-clicking data will display a shortcut menu from which you can also

drili down, up, or across the data. The arrows that display in column headings

allow you to drili back up the data levels.

8. Close the report by clicking the X in the top right comer. Do not save the

changes.

$45 $15

City OrderAmount

f Total Order amount $480

1


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Once the report is open, there are a variety of options. The common options arelisted below.

BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

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e Viewing Web Intelligence and Crystal Reportdocuments as a PDF

To view documents as PDFs1. Click Preferences > Web Intelligence Document Preferences and selectPortable Document Format as the view format.

ClickOK.

3. Select the Web Intelligeuce Sample report from Public Folders > WebIntelligence Samples.Acrobal Reader opens in the Info View window, and the document is displayed inPDFformat.

Save aCXyPr ]i j JSeec*Text__ 027/

Options X 1

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E Orders by Country

riPAustre)ia

! - France

I Gerrnany

1

I 1ltaIy

Button Description

Save the report to your local or network drive. Be advised, if you dickon the icon, the report will be saved to the corporaterepository rather than to your local or network location.

Print

the Roport. Access this icon from the PDF toolbar.

Search the document for keywords. Access this con from the PDFtoolbar.

Viewin I-iTML tormat Change the view mode to HTML format. This change will change thereport display to standard HTML. The change will only be for thissession, when the next report is opened it will again be opened inPDF. To permanently change the default setting, modify the viewoptions in the preferences pages.

j_EditEdit the report.

1

Refreshing documents

Introduction

When you refresh a Web Intelligence or Crystal Report document it retrieves the

data from the database and returns the updated values to the report(s).

Refreshing a document in InfoView

You can update the data in a document while keeping the same presentation and

formatting. You can update the data displayed in a document if you have a

connection to the data source.

You can refresh documents in the following ways:

• manually, whenever you choose

• every time you open a document

• by scheduling the document

BusinessObjects Enterprise saves a history of document instances. This history list is

arranged chronologically and contains information such as:

• instance time

• runby

• parameters

• format

• status

• reschedule

F Filter yTime

Dee I( PIu* iL!!JI Se*.ctSJJ

Time Ruil By Parameters Fornrat Status: Reschedule Selected

J2iI2u5 ls:I •:r ,e;s Reschdue F

•J 2/t !tti5 5. ii /54


To refresh a document manually

Retresh Data • Click Refresh Data from the toolbar in an open document.

To refresh a document every time It is opened• Check the Refresh on open box when saving the document.

EI General

T111e

Deecription:

l%eywords: sales

El My Folders

W -Favori1es

- Public Folders

Scheduling documents

Scheduling a document Iets you run it automatically at specified times. When ascheduled document runs successfully, an instance is created. An instance is aversion of the object containing the data available at the time it was run. Therefore,instances created later contain more recent data.

You can see a list of instances by looking at a document’s history, and you can dickthe link to any historical instance. 1f you have the rights to view objects on demand,you can view and refresh any instance to retrieve the latest data from the databasc.

Note: Before scheduling objects, check your time zone setting on the Preferencespage in BusinessObjects Enterprise. The default time zone is local to the web servcrthat is running BusinessObjects Enterprise.

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1Save Document

Web Intelliqence Sample Repoti

Sareple report

iir Refresh on open

El Location

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By scheduling and viewing instances, you can ensure you have the latest informationavailable for viewing, printing, and distributing. For example, you can schcdule areport object (document) to run every night so it’s availabic for you first thing in themorning.


1

To schedule a document

1. Navigate to the Web Intelligence Sample document located in your Public

Folders.

2. Click the Schedule link for the object located below the document name.

The Schedule page appears.

Web Intelllgence Sample

S

1NOW j

El Destinatiun

Destination: Default Enterprise location j

S Format

Format: Web Intelligence j

Ei Caching Options

Available Formats to Cache:

T Microsolt Excel

T Standard HTML

T Adobe Acrobat

El Server Group

Set the default servers to use for schedulinij this object:

( Use the first available serverr ::reëerE ss;’Es. :)c ‘e

r s’ir j,e S?9T

3. Select Now from the When: Run Object: drop-down list.

4. Leave the remaining options at their default values.

Note: Based on your user access rights, you can specify the Destination, Format,

Server Group, and Caching options when scheduling a document.

5. Click Schedule.


1

1The Schedule pagefor the document displays. 1

Web intelligence SampleIshow all instances j efresh

F Filter lnstances ByTime

Delete Pause Resume Clear All J Select AllV Inslance Time: Run 8y Parameters: Format: Status: Reschedule Selected:2TI2 93T P1 P(iic \‘C Runrrtnu Recheiule

6. Click Refresh. 1The document has been scheduled and run; a new instance has been added to thedocument history.


Printing a document from InfoView

Introduction

To print Web Intelligence documents, you need to display the document in PDF

fonnat and print it from Acrobat Reader. To ensure quality printing, never print

using the browser print button.

Printing a Web Intelligence document

1. 1f you are viewing a Web Intelligence documents in HTML or Interactive modes,

dick View > PDF to switch to the PDF fonnat prior to printing.

2. Click Print from the PDF Toolbar (not the browser print button).

Note: Each report within the Web Intelligence document will need to be printed

one by one.

Printing a Crystal Report document

Printing a Crys tal Report document involves the same process regardless of which

viewer you are using.

1. From within the Crystal Report document, dick print.

Tip: Make sure to dick the print button in the Crystal Reports toolbar, not the

browser print button.

Viewing Documents in h,foView3-23

1Practice

1Activity: Viewing and modifying a document

Objective 1View and modify a Web Intelligence document.

Instructons

1. Open the Web Intelligence Sample report from the Public Folders > WebIntelligence Samples.

2. Add a Sum to the order arnount column. 1Hint: Rernember to change the default viewing option back to Interactive.

3. Sort the report descending by country.4. Turn the table into a Horizontal Grouped bar chart.5. Close the document without saving.

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13-24BusinessObjects Web TnteHigence Xl: Report Design — Learner’s Guide

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0Quïz: Viewing documents in InfoView

1. Where do you set viewing options for documents in InfoView?

2. Why would you select Interactive as the view option for Web Intelligence

documents?

3. 1f you have chosen the PDF document format to view a Web Intelligence or

Crystal Report document, which print button should you use to print your

document?


1Summary

After completing this lesson, you are now able to:• View Web Intelligence documents

• View Crystal Reports documents

• View non-BusinessObjects documents

• Set options for Web Intelligence and Crystal Report documents• View Web Intelligence documents in Interactive view mode• Export document data

S• Modif’ Web Intelligence documents in Interactive view mode• Analyze data with the Drili mode in InfoView• View Crystal Reports documents in HTML and PDF• Refresh and Schedule documents in InfoView• Print documents from InfoView

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S3-26BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

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Lesson 4

Creating Web Intelligence Documents with Queries

This lesson describes how to use the Web Intelligence Report Panels to create, edit,

and run queries. Web Intelligence offers three different interfaces that report builders

can use to create querics and reports:

• A Java Report Panel that offers extended reporting and formatting

flinctionality.

• A simplified HTML Report Panel, that allows you to create queries entirely in

HTML without needing any appiet or plug-in on your workstation.

• A Query — HTML Panel that has all of the querying functionality of the other

two panels, with limited reporting and formatting capabilities. This panel can be

useful if you need to access information via extranets.

The report panels are described in this lesson, as well as how to choose which panel

you wish to work with; if your Web Intelligence system administrator has not

already defined this for all your organization’s users. The Java Report Panel will be

used for all of the course activities.

In this lesson, you will leam how to:

• Use BusinessObjects universes to help you create queries and build reports

• Differentiate between the three report panels

• Select the report panel to use for creating queries

• Build new queries using the Java Report Panel

• Run and view the results of a new query

• Edit queries

• Create multiple qucrics within a single Web Intelligence document

• Save a Web Intelligence document

Duration: 2 hours

41BusinessObjects Web lnteHigeiice XI: Report Design

Getting new data with Web Intelligence

Introduction

In order to retrieve new data from your corporate data sources with Web Intelligenceyou can either create a new Web Intelligence document, or edit the query associatedwith an existing document.

Creating a new document involves two steps:• choosing a BusinessObjects universe that the document will use as its data source• using the Web Intelligence Report Panel to create a query that will determinewhich data is extracted from the universe and how that data is formatted

About the query process

Using one of the Web Intelligence Report Panels, you construct a business questionthat represents the information you need.This question is sent in the form of a query to the web server, where the query isretrieved and stored on the web server in a data provider. The contents of the dataprovider are then projected into a Web Intelligence report in the form of tables,crosstabs and charts so that you can analyze the data.

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Client Server

uinesObjoctquery

User asksbusinessquesrion

Databaseldta source)

Repoit

4-2BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

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Universes and objects

Web Intelligence makes it easy for you to access your corporate data by enabling

you to work with familiar business terms rather than technical SQL (Structured

Query Language) code.

Web Intelligence uses universes to achieve this. A BusinessObjects universe is the

semantic layer that maps everyday terrns that describc your business environment to

data stored in the database.

Using a universe, you can retrieve the data that interests you simply by dragging and

dropping the desired objects.

In your company or organization, universes are created by a universe designer, using

BusinessObjects Designer. The designer then makes the universes available to you

and other users in your organization, so that you can select the appropriate business

terms to create queries and retrieve data from the database.

Within cach universe, these business terms are listed as “objects”, while similar

types of business terms are grouped into ‘classes”.

Objects represent a selection of data

Objects are elements in a BusmessObjects universe that correspond to a selection of

data in the database. Object names are often the same business terms that you use in

your everyday activity, such as sales revenue, or customer name. You use these

objects to build queries and retrieve the data you want to show in your report.

Objects Universe

in classes schema Dabase

1

Creatirig WeI Inteliigence Documents with Queries4-3

1Universe used in this course

The universe we will use in this training course, eFashion, is an example of a datawarehouse for a company that runs a chain of retail stores.— JleFashion÷ Time periodClasses •j stc 19 State

Universes are made up of classes1 Cityand objects.÷9 Store name

+ J Store details Objects are elements that map to a7 Sales floar size? set of data in a relational database,

but using business terms.Owned stares7 Stores with long opening hours For example, the objects in the-

‘ Product eFashion Universe inciude State,9 Lines City, and Store name.Dirnension___________ 9 CategoryClasses are logical groupings ofObjects + 9 SKU numberobjects.1 SkUdesc

+1 Color9 Unit Price MSRP

--‘ Extended price-.) Sold at (unit price)

PredefinedFilters 7 Prompt for a line item?

7 Which category?7 Which product?

÷ Promotions— Measures

Sales revenueMeasure_______________ ‘ Quantity soldObjects

1Margin

11— Discount

There are three different types of objects:

Dimension - Maps to character-type data or dates. Items that you would Fgroup data on are usually defined as dimensions.

Detail - Maps to information that you might want to see in a report, but does 1not form the grouping in the query. For example, the telephone numbers forstores.

Measure - Retrieves numerical data that is the result of calculations on datain the database and represents a dynamic aggregate. For example, Salesrevenue is based upon Quantity Sold x Unit Price.

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S4-4BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

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About the Web Intelligence Report Panels

Introduction

You select the objects that interest you to create a query as well as view the resuits

of the query in the Web Intelligence report panels.

Web Intelligence Report Pan&s

The Java Report Panel has a drag and drop interface that allows you to create

sophisticated documents containing multipe reports, taNes and charts. You can

create complex filters, custom fonnulas, and highly formatted documents with

personalized page layouts.

se.hl$.1 .:

qfirJj1 ‘

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______

@RUnQUIIY I 2

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_______________________________

1 eFashionto ItO t. (:5 ,ot’n t SW -‘3-- -t, t. ,Va ,.t ‘1 n’ •.r,-]rt - tiji

- Ome pertod 1’. ‘,‘ t U . ‘

1 dear1 Duater1 Month

• 1 Week1 Holiday (y/n)‘? Last year7TPsyoar

t- 1 C hristmao perod

7 Holiday perrod

• kat Store• l Pmduct• at.! Promotion; Ven.,

-

• 2) Moasuroo-

-rtt35e- i,r9 S, jij stthorpPt’j,jt 0’,

m AI4.et

Quoryl

-_---

. --—---

---

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A Java appiet is downloadcd the first time this panel is used from InfoView.

Creating Web Intefligence Documents with Queries4-5

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46BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

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The HTML Report Panel is available for report builders who do not want todownload any software on to their workstations, or are not authorized to do so. ThisReport Panel allows you to create simple reports, helped by wizard-style like tabs.IiLHL’I.1.11L

-.€ . ‘ lltS.I rw- —

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It does not provide as many features for formatting and manipulating data as theJava Report Panel, but you can apply simple filters and standard calculatiorisThere is no need to download additional software to use this panel.

1f advanced query and formula features are required, it is recommended that you usethe Java Report Panel.

The Query — HTML Report Panel is similar to the HTML Report Panel in that nosoftware is downloaded to your workstation.

IiIJ5(I.

______________

- J ew sr,,r Sr [ J -

_________

-- — ,.— --

Checking the Report Panel settings

1f your system administrator has not defined which report panel you are authorized

to use, you can choose whichever one is most appropriate to your needs.

To check report panel settings

1. From the Navigation Bar, dick Preferences to view the Web Intelligence

preferences currently defined for your user account.

The Info View Preferences page displays.

2. Click the Web Intelligence Document Preferences tab.

The Web Inlelligence Documents Preferences page displays.

J New SeOd ‘‘ MplnroVew echbfle ZZJZ ZZI.-.------- --.-

fr WeblnIgeg,ce DenW0eO4 PrefNeenve*

Select dveWfanflat HTML

r Interactive

r Parlable Document Format (AdobnReadnr requlred)

Select a repurt anel r QUei’/- HTML

Java Report Panel

r l-rfldL Repari Panel

For nOch new drhti session: ( start orIlI 0fl a daplicate repnrl

‘ Start rirlil no the exlstin report

General fl0111 optlonm F Prompt ltdritl equlres additiotral data

r Syrirtroanize SOlI an repsit btacks

r -115e Soli teolbar

3. In the Select a report panel: area of the page, dick Java Report Panel.

E1 4. Click 0K.The Java Report Panel has been set as the selected interftice Jhr creating Web

Intelligence queries and documents.

Creating Web Tntelligence Documents with Queries4-7

Creating a new Web Intelligence document

4-8

Introduction

Now that you know the differences between the report panels and how to selectwhich Report Panel to use, you are ready to create a new document.


Creating a new Web Intelligence document is a thrce-step proccss:1. Select the data source you will use to access data in the database. In this course,the data source will be eFashion, the BusinessObjects universe concerning afashion retail store.

2. Build a query by selecting the objects that will retrieve the data you want to seein your document.

3. Run the query to retrieve the data and display it in the new document.

In the Web Intelligence Java Report Panel, you simply move the objects you want inyour report to the Result Objects pane.

A predefined filter allows you to restrict data returned by the query.I1.Jt’.L

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S’ eFashion- Timo pennd

• 1 Ya,__‘ aui• —i Monh• 1 Week

1 HoIday (yln)Lat yen

/ This yearClinsimas penndHoIidy periiid

oi Slor,• lPruduct

aJJ Moissie,.

Classes

t -. 501051 501,2’ ii., Ciii 11.5 t 1 ,‘ ClitS kn ‘‘iorV

Result Objects Pane

ie 011k, t,

Query Filters Pane

Selecting a data source

In order to create a new document, first you need to know which universe you will

use to access information. Depending on the organization you work in, you may be

authorized to use one or more BusinessObjects universes. Each universe provides

access to a specific set of information stored in the corporate database.

Universes are made up of objccts (that is, business terms, such as sales revenue, unit

prices, customer name) and these objects are grouped together into classes.

Creating a new Web Intelligence document using the

Java Report Panel

To create a new document using the Java Report Panel

1. On the Navigation Bar, dick the New drop-down menu.

J New.

Web lrïtelllgence Document

Hyperlink

Document from local computer...

Folder

2. Select Web Intelligence Document from the menu.

The Data Selection page displays in the Objects area. From this page you select

the universe requiredfor your query.

fitteOwner

eFashjnAdministrator

Xttsms Sampe tjnj5r Administrator

3. Click eFashion from the list of universes.

Note: The Java appiet will download if this is the first time you are creating a

document using the Java Report Panel. A Java sccurity prompt box may appear if

you have logged in and out of Web Inteiligcnce, simpiy eijck Ycs to continue.

Creating Web tntelligence Documents with Queries4-9

The Web Inteiligence Edit Query Panel displays. The classes and objects thatmake up the selected data source are displayed in the Data tab of the EditQuery panel.

Qu.rV

luery U EdItRePortj

AtdGuer l

-I cl im

eRunouery WjL

- .1eFashionk d Time poriod* 1 Store+ J Product+ ] Promotions+ Measuree

To ncurIe data in tIe t, t ob l. r me L’tu nd LI[rr ier,? Ci FIe ctata 1? t?i? repet

7ye

To it€ e nuery dr- uj il* rer tien € ii’ el S. t 1 to‘ustom

r At C*ce r Ferc*ae

Quey1{

1

1

1

1

1

1

1

1

L

r.

1

1

1

F

1

4. In the Data tab, dick + to expand the Time period class to view the objects inthe class.

5. Click and drag the Year and Quarter data objects into the Result Objects pane.Note: You can also double-dick on the object to move it into the Result Objectspane.

BusinessObjects Web lntelligence XI: Report Design — Learrer’s Guide4-10

I

1

1

1

The selected objecls display in the Resuit Objects pane as shown below.

D 1- ØEduwylDEdftRQpOl1

Query

1 eFashianlime perod

- 1 Year) Fiscal Penod

• 1 Month1 Week1 l-taI,day (y/n)

‘7 Last year7 This yea7 Chnstmas patio? Haliday period

J State• Pioduct] Promekon

• Lj Moasurea

______LJ

r

6. Click + to expand the Measures class.

7. Double-dick the Sales Revenue object to add it to the Result Objects pane.

Run Query 8. Click Run Query on the toolbar.

titelIignco

@ae

1Ye 1

jyFls ——

3 1 1 ij:’ r’i’

S _ifl II.

Ouery1

t.Jva:----. 4’;

@RunQusry W? r

1’I f lOu.le, •sieamw.iu.1

7

D Ouei

,±1

_____ _____ _____

Eiscal Period1 Quarter

• 1 Manth* 1 Week

1 Haliday (yfn)

1 Last year7 This year

1 1—i Chnstmas period

7 Haliday peniad

1 State• Product• Promstions

i Meosares

_..b Sales revense4 Quant,ty soldJ Margin4 Orscaust

Se re,eije $ . $ re..’eam Ol 01W auI

• it.”ir guer. tS5.tis’1 ;:“ 55:5 .):dI stietu pete 155,1 us&Pe Fitte:

Creating Web Intelligence Docurnen[s wih Queries 4-11

By default, the report displays the objects selecied in a vertical table in the EditReport Panel.

9. Keep this document open and continue on to the Saving a new document section.

Saving a new document

You can save a document that you have created with Web Intelligence as a:• Personal Document - exclusively for your own reference and saved in My

Folders or Personal Categories.

• Corporate Document - for sharing with other users and saved in a PublicFolders or Corporate Categories.

Your personal documents are saved in your personal storage area on the BusinessObjects server, not on your workstation.

You can also save Web Intelligence documents in other formats for casier sharingwith non—users:

• Microsoft Excel Spreadsheet - useful if you want to combine the data in a Weblntelligcncc document with data from an Excel spreadsheet.

• Adobe Acrobat PDF - ideal for printing and viewing.

4-12 BusiriessObjects Web Intelligence XI: Report Design — Learner’s Guide

-

&,ng,fl

orJtoueiy J saeport ØReashData W L?j J&a4 wSIructurepa 44[TNl

ReportTitle— ‘$7 Document- Query 1 - eFashion

“1 Quarter1 Vear,a Sales revenue

I Variables

Year IQuarter Sales teveiwe2001 01

2001 02

2001 03

2001 04

2002 01

2002 02

2002 03

2002 04

2003 01

2002 02

2003 03

$2 6 60, 700

82,279,003

81,367,841

81,788,580

03,326,1 72

82,840,651

82,879,303

84,186,120

03,742,909

04,006,718

83,953,395

Üiepozii

-ij

Laet RefreaDe Faer 1$, 2005 irt5PM

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

1

To save a new document as a Personal Document

Usc the report you just created for the following procedure.

.j

-—

2. In the Title field, type “Sales Revenue Report” as the name of the document.

3. In the Description field, type “Quarterly eFashion sales revenue report for all

years” as the document description.

4. Click + to expand the Categories.

5. Select the checkbox for My Sales Documents category under Personal

Categories.

8 General

flie:

1. In the Edit Report Panel, dick the Save button on the Report Panel toolbar.

The Save Document dialog box opens.

El My Folders

El -Favontes

El _3 Public Folders

Ke4words:

r Refresh en open

El Location

El CateorIes

9jlj

Creating Web Intelligence Documents with Queries4-13

4-14

Quartatly eFashion!or all years

Descritlon:

6. Click 0K.

BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

1

1

1

1

1

1

1

1,5 ueneral

The completed Save Document box appears as shown below.

-

Isales Revenue Peporl.

sales revenus report

jj-1

.ziKeiwords:

r Re*esh os open

El Locatlon

IS -.My Folders

IS -‘4paeorllesEl .. Public Folders

Dategorles

IS r Personal CateçjorlesJ P My Sales Documenlo

El Corporale Calegories

1

1

1

1

1

1

1

1

LI

Cancel_Ij

The document has been saved to Personal C’ategories. You can now move orcopy this document to otherfile/folder locations in Info View ij’required.7. Click the ‘X’ in the upper-right corner of the Report Panel to close the documentand exit Web Intelligence.

Note: Throughout the course you will be asked to save documents. Save these asPersonal documents for the course exercises.

1

Adding an object to a query using the Java Report

Panel

In the Edit Query Panel, the Result Objects pane is where you specif,’ the data you

want to appear in your report. To do this, you move objects from the Data tab to the

Result Objects pane.

Note: The order in which you place the objects in the original query determines the

order in which the columns of data appear in the report. It also deterrnines the order

in which resuits are sorted. Any modifications to the query will add the objects to the

end of the table regardless of where they are placed in the query panel.

To add an object to a query

• Drag an object from the Data tab to wherever you want it in the Result Objects

pane.

• Or double-dick an object to add it to the Result Objects pane.

To delete an object from a query

• Drag the object back into the Data tab.

• Select the object in the Result Objects pane and press the Delete key.

Modifying a query

The section below reviews modifying a query in the Edit Query Panel by adding a

predefined filter to the query. A predefmed filter is created by the universe designer

to limit the data returned by a query to specific values.

To modify a query

1. Open the Sales Revenue Report from the My Sales Documents Personal

Category.


The document displays in the Info View Objects area.lew f send My C1oV Serch 61e

*$461*3’r w’irjrEE..4iZlr.1j .. —

Docurnet • lew Saee hfl4.

un R Zoem 100%

Nevlgatlan Map

ReportTltle ——[j Navtgatlcn Ma

Ç’uar Ou8rtcr

2001 01

2901 02

2001 03

2001 04

2002 01

2002 02

2002 03

2001 04

2003 01

2003 02

2003 03

2003 04

41keprnl1

92,660,700

92,279,003

91,367,841

91,788,580

$3.326.172

92,840.651

9 g 30 3

84,186,120

93,742,989

94,006,718

$3.953.395

53,356,041

71 ‘f Retresh Data

2. Click the drop-down arrow on the toolbar to view the Document menu.3. Select Edit from the Document menu.

The document opens in the Web Intelligence Edit Report Panel.


1

1

1

1

1

1

1

1

1

S

S

1

1

Report TtIe

Year OuarD’i Sales

Iii’? IITrn1i1j.•

D EdMQueiy JflEt2Reort e71efreshoata #i , 1 - I wStijcttj,e P8e $If*“—1 .mI ‘l

- ,1SaIes Revenue Reporit ‘ Qunry 1 - eFaghion‘ Variaties

Li Reporti

Laat Ratr.ai D* Feleuery 18, 26 11 Q52 P14

2001

2001

2001

2001

2002

2002

2092

2002

2003

209341

01

02

03

04

01

02

03

04

01

02

92,660,700

*2,279,003

$1,36 7,84

91,788,580

93,326,1 72

52,840,651

S 2. 8 7 9, 303

94,166,120

53,742.989

94,006,718

4-16

1

1

1

Edit Querj 4• Click the Edit Query button on the toolbar to open the Edit Query Panel.

The document opens in the Edit Queiy Panel.

E jOueRePQft4d4 ue * t

Y1sU

° 1 Prcpetis* iecta -

eFashion i 1jerter JSaervei

- Time period•lYear

1 Quarter• 1 Month• 1 VVeek

1 Holiday (y/n)

—7 Last year-7 Thisyear7 Christrnas periad-r Holiday periort

* J StoreProduct

. Promotions 1’ yF1ar

. IJ Measures T:

AS twies

IouBJ -________

..,

—. -

11fl fl1

5. Edit the query by dragging the This Year predefmed filter to the Query Filters

pane.

- ., Q’lnunouery

1 Ql’Runouery 6. Click Run Query on the Edit Query Panel toolbar.

Web Intelligence sends your query to the BusinessObjects scrvcr, which

processes it and then sends it to the database to the rctricve the information you

requested in the query.

D • - • JEditQuet ifi EitReport

Ousr 1eT Quesy sIResiiOecb

‘ 1 ‘‘ 1 ,èsfesrei,I

— -tJ Time period1 Vear1 Duarter

• 1 Month• 1 Week

1 HaIida (y/n)t- 7 Lust year

7 Christmas perio

7 Holiday perIo

* J Store* I Product

7 Tlieye 1

Smw lii ve reeli. I..eat Rqlre* De Feteuely 16. 2tS tiO62 Psi

Creating Web lntelligence Documents with Queries4-17

1

1When the data is returned by the BusinessObjects server, the Edit Report Panelopens and displays the data in a block, by default a table block. The query basretrieved the data and displayed it in a new report in your document. The 1information appears in a table in the report window. You can see the objects youselected in the Data tab, in the left-hand side of the Edit Report window.

1Notice that the report has data for 2003 only. 2003 is the currcnt reporting year inour sample data.

Z1r1

2003 Qi 83,742,0892003 Q2 $40007182003 Q3 83,953,3952003 Q4 83,356,041

ü Reporti

t.at R1re Dde Fby 16, 25 11:l752 PM

You can also see by the report tab at the bottom of the window that this newdocument contains a single report.

7. Select Save As from the Save drop-down menu and save the document asReport Query.

8. Click + to expand the Categories in the Save dialog box.9. Select the checkbox for My Sales Documents category under PersonalCategories.

10. ClickOK.


1

1

1

L

i.

1

1

1

1

1

1

1

1

_____.,,—i

TeIetI Proprtie) MP

D dItOueiy EdItReport eRefresh DataZ

StWChUe[QPe9e 4

— 1 Sales Revenue Peport‘ Query 1 - eFashion

Quarter1 Yesr

Sales revenucJ Vanables

Report Title

Yea tQu6Iier Satesrewnue

4-18

Editing the query

Once you have created a document, you can easily change the information that is

displayed in the resulting report by editing the underlying query.

To edit the query

1. 1f not already open, open Report Query and select Edit from the Document

drop-down menu on the Navigation Bar.

2. Click Edit Query.The Edit Query Panel displays.

LWiFey16.1tS152P1

You can change the data retrieved by this query by adding or removing objects,

changing filters, and by changing the order of the objects as they appear in the


3. From the Data tab, dick + to expand the Store class.

4. Drag the Store name object to the Result Objects pane.

EdItQUer EditReport ‘1 QRunouery *

1 • - -.

.1

lYw 1

_________

Da

- 1eFashiort— Time pericid

• Vest1 Quartet

+ 1 Month• 1 Week

1 Holidsy (y/n)7 Last yeai

7 This year? Chrislmas peso

7 Houidsy period

* i Store•I Product

Lf

7 îNe ye

Creating Web Intelligence Documents with Queries4-] 9

Web Inte)Iigence

D EII Quty

rtjIi

—-$i Peport QuaryQuery 1 - aFashion3 Quartet.1 Store name1 Yearb Sales revenueVariables

The Result Objects panel displays as shown below.4i esufl Oteds

1 Store neme 1 Veer j Cuerter 4 Ses revenue

1

___

1auery FIts

7T1sye

1Run Quew 5. Click Run Query on the Report Panel toolbar. 1The query is refreshed and the new object is added to the Data Provider anddisplays in the Report Manager.

i

_____

1r

1

1

1

1

1

S

14-20

1

Notice that althougb the Store name object has been added to the Report Qucry,it is not showing in the actual report. Now that you have retrieved additional datafrom the database with your modified query, you need to project this new dataonto your report. This proccss is called Projecting Data and js rcviewed in thenext section.


Projecting data onto a report

You can easily move objects from your Data tab of the Report Manager into a report

block by clicking and dragging thern onto the report. This process is called

Projecting Data.

To project data onto a report

Continue working with the report from the previous exercise.

1. Click the Data tab of the Report Manager to view the objects in your query’s

Data Provider.

2. Click and drag the Store name object onto the document pane, towards the edge

of the first column in the block.

Note: When dragging and dropping objects onto a block, do not drop the objects

onto a colunm header or footer. The resuits will not display as expected. Objects

should be dropped in the detail celis of the block.

3. Drop the object when the tooltip Drop here to insert a ccli displays.

— J Query 1 - eFashion Report Title1 Quarter

1 Store name9 Year

• L,j Sales rmenue

i] Variables

Yer OuartBr Sales revenue

2003 Q1 $3742980

--- Q2 64006,718

9 Store name2003 53 $3953385

2003 54 63,356,041

(Drop here to meert e eet1

The Store name object ‘s data has been added as thefirst column in the block.

Report Title

Store name Vear Ouarter Fsaies rewnue

e-FashionAustin 2003 01 $314430

e-FashionAustin 2003 Q2 $273608

e-FashionAustm 2003 Q3 $294798

e-Fashion Austin 2003 Q4 $252644

e-Fashion Boston t 2003 01 $220301

e-Fashion Boston 1 2003 02 $220528

- — -. .e - .a.... •. . — -. *. —. .fl .....

Note: 1f the tooltip “Drop here to replace a ccli” displays, thcn you will replace

the current column with the new object’s data.

4. Save the document to your Favorites folder as Sales Revenue per Store.


Understanding how the data is aggregatedIn the original table, Sales revenue was broken down by Year and Quarter. This is anexample of high-level aggregation.

Now, Sales revenue is broken down even further to inciude store name. All thevalues have been re-aggregated to produce a figure that represents the sales revenueearned by cach store this year. This is an example of low-level aggregation.This demonstrates the dynamic nature of measure objects — their values change 1depending on which dimension objects are used with them.

1

Creating multiple queries in a document

1You can inciude one or more queries in a single Web Intelligence document. Whenyou inciude multiple queries, those queries can be built on a single universe or onmultiple universes available in InfoView.For example, in your organization you may use one universe to access data onproduct line sales. You also use another universe to access customer data. Typicallyone universe is built for each functional area therefore if you were working with bothsales data and customer demographics changes are good that the data would comefrom two separate universes. You want to present product line sales resuits and 1information on customer age groups in the same report.

To do this, you create a single document that inciudes data retrieved by two queries;each query is built using a different universe. You can then inciude and format theresuits from both queries in the same report.At this point in the product, you cannot combine the resuits of objects from different [1universes in the same report block. This functionality will be inciuded in laterreleases of the product. The data returned by queries built against different univcrscsmust be displayed in the report as separate blocks of data.• A system administrator assigns rights for access to specific universes.• A maximum of 15 queries can be created per document.

1

1

1’•

Ii

S4-22Business0bjects Web Intelligence XI: Report Design — Learner’s Guide

11

(; AIO4ects C

Queflh1

Mv3-coat ot seles

While in the Edit Query Panel, dick the Add Query button on the query toolbar.

The Universe dialog box displays

Select a unlverse for flie query.

Harn.eas useeHUca,ne,,[

Name 1 Folder

eFasbron

om. .va UW

Name j Folder

)‘treme Sainpe Univse

___

1

5. Select the Xtreme Sample Universe from the Other availabic universes list as

the data source for the secoiid query.

To add a second query to a document

In this scenario you will create two queries based on different Universes.

1. In the Java Report Panel, build a query using the eFashion universe, and select

the Store name, Sales revenue and Margin objects.

D al EdIt Quary [j EdIt Repcid —. Run Quely è

_______

fDate

) Zip Code) Address

• i Stom details

1 Sales hoor size?

7 Dwned stores

1 Slores with long opening hi

I Product• 1 Promotions— J Measures

.) Sales revenuei Quanttty sold

MarginDiscounl

iStore rte .S?Ivwtt

‘7 cu.rs flttees

1 eRunQuetyI 2.

EcLtQuor 1Mdery

Click Run Query.

Click Edit Query to begin adding the second query.

Unrverse

Creating Web lntelligence Documents wilh Queries4-23

1

1

1

1

1

10’

1

1

1

i

L

1

1

S

S

S

S

1S

1 :::::i1 6. Click O1.A second query panel appears.

Note: A Qucry 2 tab is also displaycd at the bottorn of the panel.

Web hd&IIigenci’

D • QueIy D EdiT Rport 1 Ø Ousrin

_fv AddQUe4_t—____________

— ,.tlxtrerne SampLUniverse T’- _fl .: if’iJt1 is

• Ï&J Main rr tk aai to ilio

• Product. Typs

( AIOtects C• Hra.ciri

kN’. Queryij

7. From the Main > Employee class in the Data tab, drag the Last Name, First

______________

Name, and Salary objects onto the Result Objects pane.

Run Querles 1 8. Click Run Queries on the Edit Query

The New Query dialog box displays. The options to inciude the data from the new

queîy in the report are listed.

New Query

____________

Choose how you want to inciude the date 1romhe rew cery.

( Insert o table na new report

C kisart a table in the currerit report

C friclude the res4 o*cts in the document w*hot4 generatbig a tae

Z1 9. In the New Query dialog box, select the Insert a table in a new report option

and dick 0K.

4-24 Business0bjects Web lntelligence XI: Report Design — Learner’s Guide

1

1

1

1

1

1

E

1

r

The resuits of both queries are displayed in the document on two dfferent report

tabs. Hadyou selected Insert a table in the current report, the data would have

been all on one tab. The important thing to remember is that the data has to be in

a separate block (je.’ table, crosstab, chart, etc) but can be combined on one

report tab.

Stare name Sales revenne Mar0in Last Name First Name

e-FashiDnAushn $2699673 91,060,310 Brid Justin 75,000

e-Fashion Boston $1283707 $51 1 994 Buchanan Steven 50,000

e-Fashion Chicago $3022658 81,254,093 Callahan Laura 45.000

e-Fashion Colarad 92,060,276 $008,1 49 Davolio Nancy 40,000

e-Fashton Dallas $1 970,034 $754.862 Dndsworth Anne 35,000

e-Faahion Houstor $2303183 $939226 Fuller Andrew 90000

eFashion Houstor $3144774 81.202,680 Helistern Albert 50,000

e-Fashion Los Ang 94,220,929 $1669396 King Robert 37,000

ort1Repo2


1Practce

Activity: Building a report

Objectve 1Create a new document and retrieve data for the document by building and editing aquery.

1Instructions

1. Create a document with a report showing Sales Revenue by State and Storename for Last Vear.

2. Run the query to view your resuits.

3. Edit the document you just created to inciude a listing for Quantity sold byYear and Quarter.

Your report should look like:

Report Title

I’t5I tlfir.1Iil:2002 01 Califomia Fashion Los Angeles $398868 2,5482002 01 Calitornia e-Fashjon San Francisco $251 855 16972002 01 Coloracto e-Fashlori Colorado Springs $1 89,131 1,1782002 01 DC e-Fashion Washington Tolbo $279490 1,8122082 01 Fiorida e-Fashion Miami Sundance $1 74,276 18952002 01 Illinois e-Fashion Chicago 33rd $334297 2,0792002 01 NewYork e-Fashion New York Sth $286,1 76 18192002 01 New York e-Fashion New York Magnol $397795 2,4292002 01 Texas e-Fashion Austin $263,1 62 17932002 01 Texas e-Fashion Dallas $1 88,898 1,2132002 01 Texas e-Fashion Houston $214874 1,3932002 01 Texas e-FashicHouston Leighion $347359 2,179 1

4. Save your document as a personal document.

1

1

1

14-26BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

1

1

Navigating documents using the Java Report

Panel

0A Web Intelligence document consists of:

• One or more reports:

One document may contain several reports, organized as tabs along the bottom

of the window. Reports contain blocks of fonnatted data as well as text and

graphics. You specifr the layout when you create a report, and you can also

changc the layout of existing reports.

• One or more blocks:

A block is a table, crosstab, or chart that displays information in the report.

• The microcube of data returned by the query, also known as the data provider:

The microcube or data provider contains the actual data that was retrieved

from your corporate database, or other data sources, such as an Excel or text

file. The data provider is the structure in which the retrieved data is stored in

the document. It contains all the data that you can display in the report(s)

inside the document.

Viewing reports in a document

Each report in a document can show different views of the sarne information, or it

can show completely different information concerning the same subject.

‘ear Marjin Sales revenue

Year

1 20012002

2003

2001 $3731971 $8095814

2002 $5,1 87885 $1 3232246

2003 $5667084 $1 5059,143

4’

Margin

Summay

Multiple Reports

NMultiple Blocks


1

1

1Working with the Report Manager in the Java ReportPanel

1The Report Manager is displayed on the left-hand side of the Web Intelligence JavaReport Panel. Using this panel, you can manage all the objects and variables in thedocument, change the type of blocks in the report, fonnat the properties of the reportand its contents, and navigate through the document.

ra [remes PropertesiP Document

* ‘èJ Query 1 - eFashion• Quarter

State 11 Store name1 Year

Quantity sold 1J Sales revenuei Variables

The Report Manager is made up of four tabs:

• Data tab - Allows you to view at a glance the data available in a document. Datais organized in a list of Query and Variable classes.

• Templates tab - Allows you to change the type of blocks in a report by draggingand dropping different templates onto a report block.

• Properties tab - Allows you to format the report and blocks within thedocument.

• Map tab - Allows you to view and navigate through the reports and sections in adocument.

To view and navigate with the Report Manager1. Open the Sales Revenue Report document from your Favorites.

The document opens in the Info View window.

12. Select Edit from the Document drop-down menu on the Navigation Bar.

1

1

14-28 ausinessObjects Web Intelligence Xi: Report Design — Learner’s Guide

1

i

The Java Repori Panel opens, will, the document displayed in the Edit Report

Panel.

• E0ItQueIYjlIiEditRePorIQReIreel1Data 4 1)

Report Title- ,j’i Sales Revense RepcIlI

,12 Cuery 1 - ePashian

gul Vrsblps

2001 01 82,660700

2001 02 82,279(103

2001 03 11.361,841

2001 04 $1,786,6B[J

2002 01 83.320, 72

2002 02 82,840.661

2002 03 12,879,303

2002 04 $4,1 86,120

l1 Repolti_r

By default, the Data tab is displayed on the left-hand side of the Report Manager

pane. This tab displays the title of the document, plus all the Queries and

Variables that are available in the document.

3. Click + to expand the Query 1 - eFashion folder.

The Query class opens, and displays all the objects available in this document.

Det ) Tempiatesl Pru,,I Mp4

— ,,1 Sales Revenue Report—

‘ Query 1 - eFashion1 Quarter

1 Year- ‘i Sales revenue

I Variables

Next, we will open the Templates tab to look at the table and chart templates

available to you for displaying this data.

4. Click the Templates tab of the Report Manager.

The Report Manager Template tab opens. The Report Elemenis folder displays

the templates availablefor use.

:I Temp1e1 Propeliesj Mepi

-‘ tj Report Elemenis

iii Report+ Tables÷Ihl Charts+ F Free-Standing CelIs

4-29

Vea, Qtmrtet Sahs te’mte

Creoling Web Intelligence Documents with Queries

5. Click + to expand the Table template folder.In the image below, you can see all the table template st,vles available to you.

p Tempates Propertles M

tk Report Elements

TablesEl Horizontal Table

Vertical Table 1CrosstabForm

+1Char1s+ I Free-Standing Ceils

1

Managing reports

In the Web Intelligence Report Panel, you can add new reports to a document, andduplicate or delete reports as you like.

To add a report to a document11. Continue working with the Sales Revenue Report document.

2. Right-click the Report 1 tab at the bottom of the document pane.A shortcut menu displays.

Rename Report

jlriei F:et:otI

Duplicete ReportDeeteRewt

Move Report

Drilt

13. From the menu, select Insert Report.

A new emply report tab, called Report 2 is inserted into the document anddisplays at the bottom ofthe document pane.4. Right-click the Report 2 tab and select Rename Report.

1

1

14-30BusinessObjecls Web Intelligence XI: Report Design — Learner’s Guide

1R

The Report Manager Properties tab opens.

Data Tempiates Propertie Map

Report Properties

- Name -—-——-—-—0-—

IRePo2

-Page He.der and FQuters

- Document Propertie. 0

View Document Properties

5. In the Name field, type “My New Report” and press your Enter key.The report tab displays the new namefor the report.

Tip: You MUST press enter in order for the new report name to be retained.

1Ï Reporti MyNewRoport(

You learn in later lessons how to bring data available in the document into thisnew report, and how to fonnat tables or charts to display the information in themost appropriate manner.

Creating Web lntelligence Documents with Queries 4-31

0Quiz: Creating documents with queries

1. What is a BusinessObjects Universe?

2. List the objects and type of data returned by these objects in a BusinessObjectsUniverse.

3. What are the advantages of using the Java Report Panel to create newdocuments?

4. What are the lirnitations in using multiple queries in a Web Intelligencedocument?


Summary


• Use BusinessObjects universes to help you create queries and build reports

• Differentiate between the three Report Panels

• Select the report panel to use for creating queries

• Build new queries using the Java Report Panel

• Run and view the resuits of a new query

• Edit queries

• Create multiple queries within a single Web Intelligence document


Creating Web Intelligence Documents with Queries 4-33

Notes


Lesson 5

Restricting Data Returned by a Query

This lesson describes how to set up and group query filters. Query filters allow youto limit the data returned from the underlying database and displayed in yourdocument.

In this lesson, you will learn how to:

• Apply query filters

• Use a prompt to filter data when the query is run

• Apply complex filters

• Group filters by priority

Duration: 1.5 hours

51 J3usinessObjects Web Intelligence XI: Report Design

1

1

Restricting data with query filters

Introduction

1Restricting queries allows you to lirnit the amount of data that is retrieved from thedata source and retumed to your Web Intelligence reports. This is known as settingup a query filter.

Query filters

Query filters retrieve a sub-set of the available data, based on the definition of thefilter. For example, you can apply a query filter on the “Ycar” dimension, to viewonly sales revenue for a specific year, as you did in the previous lesson, by selectinga predefined filter.

Restricting the query ensures that you retrieve only the data that interests you. Thisincreases the usefulness of your reports. It minimizes the quantity of data returnedand reduces the time required to create and refresh the document over the network.

Using query filters has the following advantages:

• you retrieve only the data you need to answer a specific business question 1• you hide data you do not want specific users to see when they access the

document

• you minimize the quantity of data returned to the document to optimizeperformance

Some universes have predefiried filters built into them by the univcrse designer. Inthe previous lesson, we explained how to build a query using the predefined filter“This Year”, which returned only sales revenue concerning the current year. 1Other times, you will want to create your own query filters to limit the data.

Users without rights to edit the query cannot modify the query filters you define.This ensures that the data saved with a document is appropriate for those who viewor analyze the date within that document. 1Note: Your administrator can prevent objects from being filtered. 1f you createfilters on these objects, when you try to run the query a warning appears listing thefilters that you cannot use. You need to rernove these filters from the qucry in orderto mn the query.

1

15-2 BusinessObjects Web [ntelligence XI: Report Design — Learner’s Guide

1

Creating a query filter

Filters are created in the Query Filters pane of the Web Intelligence Report Panels.

Query filters are made up of three parts:

• Object — the object on which you want to filter data.

• Operand — the object values to be used for filtering.

• Operator — the relationship between the object and operand. Common operatorsare: Equal to, Different from, Greater than, Greater than or equal to, Less than,and Less than or equal to.

Every filter must includc an object, an operator and an operand. These elements acttogether to specify what sub-set of the data you want to retrieve.

1 A queiy filter has three elements:

Financial Year Equal to ‘FY99-OO’

r object

Filter operator

operand

• Object: a column of data

• Operator: specifies the relationship between the object andthe operand

• Operand: the object value to be searched for

In the example above, the filter specifies that the query must return data where theFinancial Year is equal to FY99-OO. Data concerning any other year will not bereturned by the query.

Restricting Data Returned hy a Query 5-3

r -

S

The following is a list of operators you can choose from:

S

S

S

S

S

S

Operator Retrieves data Example

Equal to Equal to a value specified [Country] Equal to US retrieves data forthe US country value only.

Different from Different from a specified [Quarter] Different from Q4 retrieves datavalue for all quarters except Q4.

Greater than Greater than a specified [Customer Age] Greater than 60 retrievesvalue data for customers over age 60.

Greater than or Greater than or equal to a [Revenue] Greater than or equal to 10000equal to specified value retrieves data for revenue starting from

$10000 and up.

Less than Lower than the specified [Exam Gradej Less than 40 retrieves datavalue for exam grades below 40.

Less than or Lower or equal to [Customer Age] Less than or equal to 30equal to specified value retrieves data for customer age 30 or less.

Between Between two specified [Weeks] Between 25 and 36 retrievesvalues; also includes data for weeks from week 25 to 36,values specified including week 25 and week 36.

Not Between Outside the range of the [Weeks] Not Between 25 and 36 retrievesvalues specified data for all weeks of the year excluding

week 25 through week 36, week 25 and36 are not included.

In List Same as values specified. [Country] In list US;Japan:UK’ retrievesdata for countries US, Japan and UK.

Not in List Different from multiple [Country] Not in List US;Japan;UK’values specified retrieves data for all countries except US,

Japan and UK.

Is nuil For which there is no [Children] Is nuil retrieves data forvalue entered in the customers without children where NulI isdatabase entered as a value for the database under

the children column.

Is not nuil For which a value was [Childrenj Is not nuli retrieves data forentered in the database customers with children where any value

is entered into the database under thechildren column.

Matches pattern Including a specific string. [Phonel Matches Pattern, 773’ retrievesdata for all phone numbers that have 773’in them.

Different from Doesn’t include a specific [Phone] Different from Pattern 773’

pattern string retrieves all phone numbers that do nothave 773’ in them.


S

S

S

S

1

Operator Retrieves data Example

Both Corresponds to two [Account Type) Both fixed” and mobile”specified values retrieves data for customers who have

both a fixed and mobile telephone.

Except Corresponds to one [Account Type] fixed” Except ‘mobilespecified value and does retrieves data for customers who have anot correspond to another fixed telephone but dont have a mobilespecified values phone.

There are four types of query filters that you can use in Web Intelligence:

• Predefined filters - these are built right into the universe

7 Stores wh long opening hours

• Single and multi-value filters

Yeer Equto: 20031

1 Stete In list: Celifornie iiiinoisl

• Prompted filters

Vear Equal to (“Enter a value for the yeer:’)

• Complex filters

1 Year Equel to: 2003f

Or QuarterEqualto:Q1fAnd

I State In list: California; Iflinols

Restricting Data Returned by a Query 5-5

1

1

Applying a single value query filter1

Introduction1

In a single value query filter you limit the data returned to one single value for thatobject. For example, you can fmd data for a certain store name by building acondition on the “Store name” dimension object, then selecting the name of the storeyou are interested in by selecting it from the dialog box that appears.

1

Creating a single value query filter

In this scenario, you want to produce a report that shows total Jewelry sales revenuefor each state.

To create a single value query filter using the filter editor

1. In the Java Report Panel, build a query using the eFashion universe, and selectthe State, City, Category and Sales revenue objects.

Webintelligence

_________________

D :ê Ii &.5cI

___________

QunOuery______

____________________________

Ri*O

1 Unes ‘sê ‘ 1 -‘1 Category1 SKU number1 SKU dese

-I Unit Price MSRPJ Extendecl price

t- J Seld al (unit price7 Prarnpt far a line item?7 Which category?7 Whict product?

• I Pramulioris- id1 Measures

— Sales revenue ... .3 Qsantity sold

t 1 r a n te 1 1irg toen ha t t— J Marge

ErlItOL1Ni tdiler’3 Discaunt

___ ________

T

.J Product 2. Drag the Category object to Query Filters pane.nes The Filter Editor dialog box displays. You use this box to dejîne the operator and

the operand type.

3. From the Operator drop-down menu, select Equal to.

4. Under Operand Type, dick Value(s) from list.


1

1

1

1

1

1

1

1

1

1

1

EiIterdltor

EdItn Qut FUt.rs

hnUbwCegoy lenglh

oessnriesHsisgloves,scsrves‘Jeckets

lEqual to zi Jeens

ç_ Ciste

r Vlrq

Aqed lI

5. From the Category list, double-dick Jewelry.

• You can perform wildcard searches using (%) to replace one or severalcharacters of the value searched for. For example, selecting OperatorMatches Pattern and entering C% retrieves all categories starting with C(Cardigan and Casual Dresses).

• You can also use (?) to replace one character for the value searched for; Forexample, selecting Operator Matches Pattern and entering S?irts retrieves thevalues Skirts and Shirts.

1 6. Click 0K.The queryfilter youfust created appears in the Query Filters panel showing thefilter’s object, operator and operand.

W,c ic11,qonrn

? ! PI :

,, ‘S——

1 Lines -I j nI[If 1 Ceto5ary4, SKU numbe, )

Sküdnuc• Color

1 liet Pnue MERPd Euendnnt pure

Suld ei (und prici)? Prompt toe a line torr1 Wh,c.lc rrc(eoeyo( Whith pcndiicI

• ei,) Pn,muiiong- al Meesicre,

Seine ,eunnse ‘(vaasOcanhipsold

-

• tiisc,,,o

— F—.

The list of values for the Category object is retrievedfrom the database anddisplayed.

Waw’e orficd

1• “

1

Long t&eige paisLong eteeveLounge weerMini cyfglit weer

1doqr jiPe*s

1PrntYpe18

___

cal Ha


1

1

Ø Run Que] 7. Click Run Query.The report now displays data concerning Sales revenuefor Jewelry, by State andCity. 1

State City Categoiy Sales revenue

California Los Angeles Jewelry $578296

California San Francisco Jewelry $440533

Colorado Colorado Springs Jewelry $329.654 1DC Washington Jewelry $497753

Florida Miami Jewelry $287.085

Illinois Chicago Jewelry $476.221

Massachusetis Boston Jewelry $1511

NewYork NewYork Jewelry $1.075,1 80 1Texas Austin Jewelry

Texas Dallas Jewelry $278.743

8. Save the report in your Favorites as Simple Query Filter.

1

rEditing a single value filter

To edit a query filter

1. Continue working with the Simple Query Filter report. 1Edit Query 2. Click Edit Query.

3. From the Query Filters pane, double-dick on the Category Equal to: Jewelryfilter.

4. From the Operator drop-down menu, select Equal to. 1

1

1

1

1

1


1.I

[1

5. From the Category list, double-dick Evening Wear.

Filter Editor :

EdtrnS Qu.r’ Filters

-1 2 Pocket chinaBeltsbacnswallets I’nne weer

Sermudea

frquoi8ootweer

CaSUCI ciressas:n’.,rn4 Thqe

Day weerr Dry weer

l ‘Vekes)iromFancy labricFull lengthHe accessornesHats,gloves.scarves

Jackets

- -

Reftesh List

oJceIj I

o J6 ClickOKThe queryfilter appears in the Query Filters panel showing the filter’s object,operator and operand.

? Query Filters

‘I Cegory Equal to: Evening wej

1 eRrQUly 7. Click Run Query.The report now displays data concerning Sales revenuefor Evening wear only,by State and City.

California

California

Colorado

DC

Florida

Ilinois

tulassachusetts

New York

Texas

Texas

Los Angeles Evening wear $1 49,828

San Francisco Evening wear $1 65954

Colorado Springs Evening weer $95433

Washington Evening weer $1 20,324

Miami Evening weer $71 ,223

Chicago Evening waar $1 07468

Boston Evening waar $74761

New York Evening weer $306930

Austin Evening wear $1 23440

Dallas Evening weer $71920

Res[rictirng Data Returned by a Query 5-9

City Category Sales revenue

S

S

SDeleting a query filter

1. Continue working with the Simply Query Filter report.

Edit Query 2. Click Edit Query to ensure you are in Query view. 13. From the Query filters panel, dick the Category Equal to: Evening wear filter

that you want to delete.

4. Press the Delete key on your keyboard.

Note: An alternative method of deleting the query filter is to dick and drag the filter Sto the left-hand object panel.

S

S

L_.

S

S

S

1

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1

CE

Practice

Activity: Restricting Data

Objective

Apply filters to a query to lirnit the data retumed by objects in a query.

Instructions

1. Create a new document with a report showing Sales Revenue by Year, Quarterand Store name.

2. Create a filter to show data for the store e-Fashion Dallas.


4. Replace the filter to display figures oniy for e-Fashion New York Magnolia ande-Fashion New York Sundance.

Your final query should look like:

Year Quarter j Store name Sales revenue

2001 Ql e-Fashwn New York ManoH $333358

2001 Q1 e-Fashiort New York Sundance $222625

2001 Q2 e-Fashon New York Magnolia $288882

2001 Q2 e-Fashion New York Sundance $191080

2001 Q3 e-Fashion New York Magnolia $1 62452


2001 Q4 e-Fashion New York MagnoHa $238370


2002 Q1 e-Fashion New York Magnolia $397795

2002 e-Fashio NewYorkSunnç......

E1 5. Save the document in your Favorites folder as Sales by Date.

Resiricting Data Returned by a Query 5-1 J

1

1

Using prompts to filter data1

Introduction1

A prompt is a dialog box that appears whenever a document is refreshed. Prompts

can be designed to allow users to manually enter data or select data from a list of

values.

1Prompted filters

The prompt dialog box asks you, or any user who refreshes the document, to choose

which data is to be retrieved and displayed in the report and focus on a specific part Sof the information available. This is known as a prompted filter.

Prompted filters allow multiple users viewing a single document to specify a

different sub-subset of the database information, and yet stili display it in the same

tables and charts in the report.

You can use a prompted filter to define a question that is displayed whenever the tdata in the document is refreshed. Users can answer the prompt either by typing or

by selecting values 1Prompts can be defined on any dimension, measure or detail object listed in the Data

Tab in Query view.

Note: You carmot use the operators Is Nuil and Not Nuil when creating prompted

filters.

Creating a prompted filter

In this scenario, you want to produce the same report showing sales revenue per rstate, but this time you want the report to prompt the user to select a product

category, each time the report is refreshed.

In this way, the report can display data not just about the Jewelry category, but about

any product category that interests the user at that moment.

1

5-12 BusinessObjects Web Tntelligence X1: Repor Design — Learner’s Guide

1

Wcblntelligence

eRunoue •

1ü S [EuitRepolt

1 eFashiun1

• i Time period• I Store• .) Product* J Prometions+ J Measures

2. Drag the Category object that you want to filter by into the Query Filters pane.The Filter Editor displays.

3. From the Operator drop-down menu, select the Equal to operator you want touse for your query.

4. Under Operand Type, select Prompt as operand type of your choice.

[JP Edlbn Query Filters

hftedO

1 c*tet

IEuaIto

pmrIrr4p2

1 (s)mh4

r

Once you select the Prompt operand type, the options for creating a prompt aredisplayed. Several of the prompt options are selected by default:

• Prompt with List of Values — useful when you want to view all the valuesfor the object and then select from those values.

• Keep last value(s) selected — the value that was selected the last time thereport was refreshed is selected by default in the prompt list box.

• Set Default Value(s) — the value specified as default.

To create a prompt in a report

1. In the Java Report Panel, create the same query by moving the State, City,Category and Sales revenue objects into the Result Objects panel.

t, r...,

1State 2z__J CMO9Qry

______

oryEqualto:

iPromtw6hUsto1V rsectrqiyiyomt

1 Kep test value(s) seectd

r set defeuEvks

<Ica&I (

Restricting Data Relurned by a Query 5-13

6. Click 0K.The Edit Query panel shows thefilter you have defined in the Query Filters pane.

1

1

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1

1

1

2 Pocket shirtsBets bags walletsBermuasBoatwearCardiganCasual dressesDay weerDry weerEvening weerFancy tebricFull lengthHair accessorlesHatsgloves,scarvesJacketsJeansJewelryLong lounge panisLono dccve

7 Query Filters

1 Category Equal to (°Category Equal

1

8. Under Category, double-eijck on Casual Dresses from the list of values.

j ljcl


• Select only from List — displays a list of values from which users select avalue. This option is useful in preventing users from typing a value that maynot exist in the database.

5. In the Prompt text: section, check the prompt option Prompt with List of Valuescheck box.

Note: In the Prompt text field, you can change the message that is displayed toprompt the user so that it is easier to understand.

Run Quertf 7. Click Run Query.The Prompts dialog box appears, showing the list ofvaluesfor Category, theobject you used to create the promptedfilter.

Ce*my qnJ tg:

LlstotVMes

Prornpta _______—z____Va(s) Setected

> II

Ratesh List.

1

1

L

1

1

1

1

1

1

0K

r

The report now displays data concerning Sales revenuefor casual dresses only,by state and city.

State City Categery Sales revenue

California Los Angeles Casual ctresses $38555

Cahfornia San Francisco Casual dresses $26675

Colorado Colorado Springs Casual dresses $1 5,621

DC Washington Casual dresses $30443

Florida Miami Casual dresses $1 8,731

lllinois Chicago Casual dresses $25,1 98

Massachusetts Boston Casual dresses $1 0,005

NewYork NewYork Casual dresses $104110

Texas Austin Casualdresses $42,1 80

Texas Dallas Casual dresses $1 9,067

Texas Houston Casual ciresses $52,1 19

Note: The prompt is displayed each time the report is refreshed manually.Refresh the report on your own, selecting different values each time.

U1 10. Save the document to your Favorites as Prompts.

Editing a prompt filter

To edit a prompt filter

Continue working with the Prompts report.

Edit Query 1. Click Edit Query.

2. From the Query Filters pane, double-dick on the Category prompt.

3. From the Operator drop-down menu select In List.

4. Check Select only from List.

5. Edit the prompt text to rcad Select a Category from the List.

____________

6. Click 0K.

e Run Quet 7. Click Run Query to display the new Prompts dialog box.Notlee that the ahi/ity to type has heen restricted. Users will heforeed to selectvalues from the list.


1

1

1Practice

Activity: Adding prompts

Objective 1Limit the data returned by objects in a query by applying prompts to a filter.

1 nstructio ns

1. Create a new document showing Quantity sold by State, Store name and Year.

2. Add a prompted filter to the query so that you are prompted to select the State 1each time the query is run or the document is refreshed.

3. Run the query to view your resuits selecting Florida as the state. i4. Change the prompted filter parameters so that the document does not keep the

last value selected shown in the table and users can select more than one value.

5. Run the query to view your results selecting Colorado and New York as thestates to display.

6. Inciude an additional filter. Add the predefined filter Prompt for a line item? tothe Query Filters panel. Run the query for Accessories and Colorado and NewYork. LYourfinal report should look like:

Year State Store name Quantity sald

2001 Colorado e-Fashion Colorado Sprins 1000

2001 NewYork e-Fashion NewYork 5th 1663

2001 New York e-Fashion NewYorkMaqnolia 2,221


2002 New York e-Fashion New York 5th 3,112

2002 NewYork e-Fashion NewyorkMagnolia 4234


wv V+’ • 1 —

Notice that you can adda condition to the query without using the object in theresult set.

7. Save the report as Adding Prompts in the Favorites folder.

15-16 BusinessObjects Web Entelligence XI: Report Design — Learner’s Guide

1

1

Using complex filters

Introduction

To further refine information returned to a document you can apply more than onefilter to a query.

First you need to create the filters and then determine how they should be appliedtogether:

• To return values that are truc for two filters, use the AND operator.

• To return values that are true for either of two filters, use the OR operator.

e Using relational operators in filters

Relational operators are normally used when applying a filter on a Measure object.The exception to this is Equal to, which is used for exact matches of text withDimension and Detail objects and numeric values with Measures objects.

Relational operators are usually shown as symbols, which can be confusing unlessyou are a mathematician. However, Web Intelligence makes it easy for you by usingwords mstead of symbols as shown below.

Symbol Web Intelligence Equivalent

Equal to

<> Not equalto

> Greater than

> Greater than or equal to

< Less than

<= Less than or equal to


5-18

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Using logical operators for multiple conditions

To produce a report that focuses more precisely 011 certain data, you may need toapply more than one filter. When you specify more than one filter in a query, therelationship between the filters must use either the AND or OR operator. These areknown as logical operators.

• The AND operator is used when both conditions defined in the two filters must

be met for a row to be returned from the database when you run a query.

• The OR operator is used when either one or the other of the conditions defined inthe filters must be met for a row to be returned from the database when you run aquery.

The result of combining two or more filters can be visually represented using a Venndiagram as illustrated below:

Area C: Rows thatmeet conditions A & B

The two circies each represent the number of database rows that are returned based

on the conditions defined by a particular filter. Note that the two overlap. This arearepresents the rows that meet the conditions defined by both filters.

As shown in the diagram, using the AND logical operator resuits in only rowsrepresented by Area C being inciuded in a report. 011 the other hand, if you use the

OR logical operator, all rows represented by Circies A and B will be retumed. Thefollowing sections demonstrate these points.

BusinessObjecls Web Intelligence Xl: Report i)esign — Learner’s Guide

1

About the AND operator

Introduction

By default, when you add a second condition to a query, Web Intelligenceautomatically places an AND operator between the two conditions. You saw thisbehavior whcn you added the predefined filter to your query in the last practiceexercise.

Using the AND operator

In this scenario, you want to produce a report showing sales revenue per region.You want the report to show revenue data concerning only the years 2001 and 2002,and for all states except DC.

To create a report using the AND operator

1. In the Java Report Panel create the query by moving the Year, State and Salesrevenue objects to the Result Objects panel.

2. Drag the Vear object into the Query Filters panel.The Filter Editor dialog box displays and shows that Year is the object you areapplying afilter on.

3. From the Operator drop-down list select In List.You want tofilterfor two values therefore you need to display the values in a listbefore you can select the ones you require.

4. Under Operand Type, dick Value(s) from list.The values availablefor the object are displayed in the List of Values box.

5. From the Year column, double-dick on 2001 and 2002.The values selected now appear under the Values Selected column.

Y!Il _:J 0201 -______________

2001 21)fl2Î’ f 2002

.20C3

r,ce1..

1.01 -

lrs.J j 1


1

1

L::::::::]I 6. Click ic.The Filter Editor dialog box closes and the Edit Query panel opens again, with

thefilter you fust defined displayed in the Query Filters pane. 17 Query Filters

9 Ver1nllst 20Q1; 20021 17. Create a second filter using the State object. 18. From the Operator drop-down list, select Different From.

9. Under Operand Type, dick Value(s) from list. 1The values availablefor the object are displayed in the List of Values box.

10. Select DC.

_______________

11. Click OIC.Once you create the secondfilter Web Intelligence autornatically applies the

AND as the default operator.

7 Query Filters

9 Vear In hst: 2001; 20021And

SteDifferent from: ocj

Q Run Qu 1 12. Click Run Query.The report displays Sales revenuefor the all States except DCfor the years 200]

and 2002. LVear State Sales revenue

2001 CaIiforna $1 704211

2001 Coloredo $448302

2001 Florida $405985

2001 Illinois $738224

2001 Massachusetts $238819

2001 New York $1 667,696

2001 Texes $2199677

2002 California $2782680

2002 Colorado $768390

2002 Florida $661 250

2002 Ilhnois $1150659


20112 New York $2763503

2002 Texas $3732889

U1 13. Save the document to your Favorites as Multiple Filters in the Favorites folder. 1

1


1

1

About the OR operator

Introduction

In this scenario, you want to continue working with the report above, however weare going to add additional filters to focus on states meeting a certain criteria. Thestates (except DC) we are focused on are those with sales in either 2001, 2002 orthose that have had sales of more than $2,000,000.

Using the OR operator

To create a report using the OR operator

Continue working with the Multiple Filters report.

Edit Querv f 1. Click Edit Query to ensure you are working in Query View.

2. From the Data tab, dick and drag Sales revenue into the Query Filters pane.The Filter Editor dialog box displays.

3. From the Operator drop-down list, select Greater Than.

4. Verify that Constant is selected as the Operand Type. Enter 2000000 as theValue.

Note: Be sure to exclude dollar signs and commas. The number must be a truenumeric in order for the query to execute properly.

K i15 ChckOKThe quelyfilter is updated:

ry Filters

Veer lnhst: U1 Z021

And 1Sterentfram:DCI

Se reveriue Greertt

Once again, the default condition of And is applied. However, in this example wewant to retrieve data for the (all States except DC AND Years 2001, 2002) Q,any state / year combination that had sales greater than $2,000,000. You need toapply the OR operator to get the result you desire.


6. Drag the Sales revenue filter in the Query Filters pane and drop it on top of theState filter.Web Intelligence aulomatically groups the twofilters together.

7 Query Filters

1 Vearlnhst 200; 20021

And ‘1 Stete Different trom: ociOr

Sales revenueOreaterthan: 2000000j

The Or operator displays. However, the Or condition is not the one we areinterested in. We want to retrieve data where (Year InList: 2001; 2002) And(State <>DC) Or (Sales Revenuc> 2,000,000). We need to continue adjustingthe condition.

7. Drag the State filter in the Query Filters pane and drop it on top of the Yearfilter to group the State and Year filters together.

7 Query Filters

1 State Different from: ociOr

1 Vee, In list: 2001; 2002j

è Sales revenue Greer Viert 20000001

The query filters are now grouped properly. However, the Or / And combinationis incorrect. As a final step you will need to update the Or / And operators.

8. Double-dick on the Or between State and Year.

9. Double-dick on the And between (State / Year) and Sales revenue.The Quey Filter pane should now look like:

7 QueryFlers

1 Statefferert1ront DCIAnd

Or 1 Veer In list: (fl; 2W2(

Sales e,ie Gteaterthert 2000000J

5-22 BusinessObjects Web Intelligence XI: Report Design — Learners Guide

e Run Quer 10. Click Run Query.The repori displays All States except DCfor the years 2001 and 2002 4j anystates that have Sales revenue greater than $2, 000,000 regardless oftheir stateand year.

Vear State

2001 California

2001 Colorado

2001 Florida

2001 Illinois

2001 Massachusetta

2001 New York

2001 Texas

2002 California

2002 Colorado

2002 Floricla

2002 Illinois

2002 Massachusetta

2002 New York

2002 Texas

2003 California

2003 New York

2003 Texas

Notice that data appears for California, New York and Texas for 2003 eventhough we selected only the Years 2001 and 2002. This is because of the ORcondition that specifies to ALSO bring back any rows that had sales greater than$2,000,000 regardless or year or state.

Save the document to your Favorites folder as Multiple Conditions.

Prioritizing Operators

You are applying a complex filter when you combine several filters in a singlequery. In order to ensure that the filters retrieve cxactly the data you want, you needto prioritize the operators.

To create a report using complex filters

In this scenario, you want to create a report that shows Sales revenuc by Store namefor stores in Florida for Bermuda Shorts, Or Sales revenue by Store name for Storesin Colorado for Hats, gloves, and scarves.

Restricting Data Returned by a Query

1[*i(4’I.1I[ 1$1 ,70421 1

$448302

$405985 1$738224

$238819

$1 ,667,696

$2,1 99677

$2,782 680 1$768390

$661 250

$1,150659 1$157719

$2763503

$3,732,889

$2,992679

$3,1 51,022

$4,1 85098

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1. Using the eFashion universe, create a new query and filters as shown below.

• I Time period—1 Stam

1 State1 City1 Slare name

Zip CodeAddress

+ .1 Stom details7 Sales fear moe?7 Dwned stares7 Stures with long

— J Product1 Lines

• 1 SKUnumber

Al eds ‘ârcl*e

[eRunQuervj 3.

This query will not work as it is presented as the system does not know whichfilter to run or which filter order to apply. To prioritize you will create a structurein the Query Filters pane.

2. From the Query Filters pane, drag and drop the filters in the order you want themto display in your report. When finished your query panel should look like theone below.

And1 Cegcry Ej&to BaJdasI

Or

I State Eto cooreoIAnd

aatt Hats,scas

The filters are grouped together and connected with an Or operator and the queryis complete with the priority of the conditions defined.

Click Run Query.The report displays Sales revenue by Store namefor stores in FloridaforBermuda Shorts Or Sales revenue by Store namefor Stores in ColoradoJbr Hals,gloves, and scarves.

State Store name Sales reuenue

Colorado e-Fashion Colorado Springs

Florida e-Fashion Miami Sundance

$0 7,05 7

$7129

4. Save the document to your Favorites folder as Prioritizing Operators.

j tStôee.me 1 rw.’mi

7 t5u&vre

opening to

44-

1 Slete qu& to f9oraj

1 CerEtÔ een,*idesAnd

1 CeIe.ory Eeea to, Ftets,uIoees.00ervesj

5-24 BusinessObjects Web Intelligence Xt: Report Design — Learner’s Guide

1

1

SPractice SActivity: Restricting data with multiple filters

Objective SLimit the data returned by objects in a query by applying multiple filters to the

query.

Instructions S1. Create a new document showing Sales revenue and Store name, where Margin

is less than $1 ,000,000. Do not use commas in the nurnerical notation when 1creating the filter.

Your report should look like:

Store name Sales revenue

e-Fashion Boston Newbury $1283707

e-Fashion Colorado Springs $2050275 1e-Fashon Dallas $1970034

e-Fashion Houston Sth $2303183 Se-Fashion Miami Sundance $1879,1 59

2. Edit the query and replace the filter to create a table showing Store names with

Sales revenue of less than $2,000,000, and show Stores with Sales revenue of

more than $4,000,000. 1Hint: Be sure to think about the criteria and apply the correct operator (AND /

OR). 1YourJlnal report should look like:

Stare name Sales revenue

e-Fashion Boston Newbur’ $1 283707 Se-Fashion Dallas $1970034

e-Fashion Los Angeles $4220929 Se-Fashion Miami Sundance $1879,1 59

e-Fashion New York Magnolia $4621854 1

1Restrcting Data Returned by a Query 5-25

1

0Quiz: Restricting data returned by a query

1. Name some of the advantages for using query filters to restrict data in queries.

2. What three cornponents make up a query filter?

3. What types of filters can you apply to a Web Intelligence document?

4. When are relational operators nonnally used?

5. Which logical operators must be used when applying more than one filter?


Summary


• Apply query filters

• Use a prompt to filter data when the query is run

• Apply complex filters

• Group filters by priority


1

Notes

5-28 BusinessObjects Web Jntelligence XI: Report Design— Learner’s Guide

1

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1Lesson 6

Displaying Information 1

SThis section describes how to display information in tablcs and charts.


• Describe the different types of tables for displaying information in reports S• Describe the different types of charts for displaying information in reports

• Create vertical, horizontal, crosstab and form tables

• Change table formats

• Add data to existing tables

• Duplicate tables r• Create charts

• Create a chart from a table 5• Change chart formats

Duration: 1 hour

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1BusinessObjects Web Intelligence XI: Report Design

1

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Using Web Intevigence tables and charts

Introduction

Web Intelligence provides many ways to present information in your documents.

Identif’ing the most appropriate presentation style can make the information youwant to show and analyze easier to understand at a glance.

Tables and charts

You can choose to display data in a variety of tables and charts, some of which aredemonstrated in the image below.

The next three lessons are focused on showing you ways to organize and format theblocks of data in your reports to make the information as dear and as relevant aspossible.

This lesson focuses on using tables and charts in the report blocks to present data.

,• .

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ur: L’r

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•..., -

________

te’” 11* •rø t,

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1

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Presenting data in tables

1Introduction

1The simplest style for displaying data is tables. Web Intelligence provides fourdifferent types of tables: vertical, horizontal or financial tables, crosstab and form.

About tables

Vertical tables

The vertical presentation style is the default style for presenting data. Vertical tables 1display header celis at the top of the table and the corresponding data in columns. Bydefault, the header ceils display the names of the dimensions, details, and measuresinciuded in the table. The body celis display the corresponding values.

State City Sales revenue

California Los Angeles $4220929

California San Francisco $3258641

Coloraclo Colorado Springs $2060275

DC Washington $2961950

Florida Miami $1879,1 59

1Horizontal tables or financial tables

A horizontal or financial table is similar to a vertical table except that the data mns 1horizontally rather than vertically. By default, the row headers display the names ofthe dimensions, details, and measures included in the table. The body celis displaythe corresponding values. This table format is useful for reports with severalmeasures, such as financial reports and balance sheets.

State

City

Sales revenue

Displaying Information

California California Colorado

Los Angeles San Francisco Colorado Springs

$4220929 $3258641 $2060275

1

E

63

CrosstabsA crosstab looks similar to a spreadsheet and displays data in a matrix with row andcolunin headings describing the content of each ccli.

Crosstabs display values for dimensions across the top axis and on the left axis. Thebody displays the values of a measure that correspond to the cross-section of thedimensions.

2001 2002 2003

Cahfornia

Colorada

Florida

Illinois

New York

Texas

$1 ,704,21 1 $2782680 $2992679

$448.302 $768390 $843.584

$693211 $1,21 5,158 $1053581

$405985 $661.250 $811924

$738224 $1 150,659

$1 667,696 $2763503

$1,1 34085

$3151 022

$4,1 85,098$2,1 99,677 $3732889

FormsForms are useful in a report if you want to display detailed information percustomer, product, or partner. For example, a form is a useful way of dispiayingindividual customer records with information such as the customer account, name,and address. Forms are also useful for formatting address labels for envelopes.

e-Fashion ustin

540 Forres Street

96340

e-Fashion Boston Newbury

5, NewburyAvenue

280941

e-Fashion Chicago 33rd

303, 33rci Street

302616

Businessûbjecls Wel Intelligence X[: Report Design — Learner’s Guide

Store name

Address

lip Code

Stoie name

Address

lip Code

Store name

Address

lip Code

6-4

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1

Creating tables1

Introduction1

When you first create a new document by building and running a query, the data

retrieved is generally displayed by default in a vertical table. 1You can also insert one or more tables into a blank report or even add them to an

existing report. You insert tables by dragging one of the following elements onto a

blank area of the report: 1• the objects (from the Data tab) for which you want the table to display values -

this is a fast way to build simple, vertical tables 1• table template (from the Templates tab) that defines the structure of the table, to

which you then allocate objects - this is a fast way to build more complex tables

with precision

The Web Intelligence Java Report Panel allows you to make modifications to

documents and preview those changes in View Structure, View Resuits and View

Page Layout modes.

t

Ii? View Structure 1 View Structure mode displays the structure of the report and definition of data

filters, sorts and calculations. 1ID. - eR90wdDa., )1 fl!t°# . -- %

ReportTitle.1 Uocumeol. Query 1 - eFashion

1 Slale1 Stom sense

Addmess) Zip Code

1 VeemJ Sales revenun

fJ Vamiables

J VlewResults

- 1 Document- .J 3uery eFashmon

1 SIaI1 Siert, osimmo

h AddrenZmp Code

t 1 yeorSales evenue

ah VaimOmles

Disptaying Information

-Nmneolqyûarf, -NnmmOl(IMalel) HaInC)iISakm ,mnsenflel)

IYne,I 0slen meende)

View Resuits mode displays the resuits retrieved from the data source and how the

report will print.

________

Rtmh0aa W

________ ____

ReportTltte

_________________

—

2001 Cadtomemo Zt,704.2lt

2001 riorudn 044e 302

200? $hSJ21

200? Florida $406004

2001 ?lhnois

200? New000m 01067691,

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Creating a vertical table

Since the default view of new reports is a vertical table, you have already beencreating vertical tables. As a refresher, this scenario will walk you through creatingone more vertical table. This table will be used in future exercises.

To create a default vertical table

1. In the Java Report Panel, build a query using the eFashion universe, and selectthe Year, State, City, Store name and Sales revenue objects.

Washington e-Fashion Washint $693211

2001 Florida Miami e-Fashion Miami S $405985a ‘.e—.-.. -- .4 — —, .__a. a ,. ..* -— — .—-- -. .— 1

View Page Layout mode displays the resuits retrieved in a page layout withmargins, headers and footers.

D EdflQueiy IÏii

- .Si Document- Guery 1 - eFashion

1 State- State name

Zip Code1 Year

Saleo revenunJ Varjablos Report TItle

00i

20 (t t

Catitomia

Colorado

$lt042tI

448302

Run Query 2. Click Run Query.Your resuits display in a vertical table.

Report Title

2001

2001

2001

2001

Year State City Store name Sales revenueCalifornia Los Angeles e-Fashion Los Ang

California San Francisco e-Fashion San Frai

Colorado Colorado Springs e-Fashion Colorad

DC

$982537

$721574

$448302

3. Save the document to your Favorites as Vertical Tables.


1

1

1To create a vertical table from the template

As we just saw, by default, data is displayed in a vertical table when a query is run. 1In this scenario, you add data to a blank vertical table template.

1. Continue working in the Vertical Tables document.

2. Right-click the Report 1 tab and select Insert Report from the shortcut menu.

3. In Report 2, dick the Templates tab of the Report Manager.The report elements you can choosefroin to create a table in the new report

appear in the Templates tab of the Report Manager. 1Data Templates Properttes M

— L.L1 Report Elements

i Report+ Tables+ Ihi Charts+ Ij Free-Standing CeHs

4. Click + to expand the Tables folder to show the default table template options.

5. Drag the Vertical Table template into the Document zone.Two emply celis are inserted in the document zone, a blue line onefor the row 1header, and a blank onefor the ceil.

Rep.it

— 1i Report ElementsI1 Report. Tables

Ei Horizonta TableVertical TableCrosstabForm

+ lia Charts+ Free-Standng CeIIs

6. Click the Data tab to view the available objects in the query.

1

1

1

1

Eteport 1

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1Displaying Information 6-7

7. Drag and drop the State object over the first data column (blue column heading).

Note: Moving the object over different areas within the table provides differentoptions for placing the object.

C a lifornia

0 olora do

DC

Florida

Illinois

t1assachuseffs

New York

Texas

8. Drag the Sales revenue object from the Data tab to the right edge of the Statecolumn. Drop the object when the tooltip Drop here to insert ceil displays.You have positioned the State object as thefirst column header in the newvertical table, and the Sales revenue object as the second column header.

Sales reveriue

California $7479569

Colorada $2060275

DC $2961 ,950

Florida $1879,1 59

Ulinois $3022658

Massachusetts $1283707

New York $7582221

Texas $10,11 7,664

The revenue data is aggregated to display each State’s overall revenue/ör allyears.

E1 9. Save the document to your Favorites as Sales Revenue Vertical.


1

1

1Creating a horïzontal table

In this scenario, you will insert a horizontal table that shows Sales revenue and Yearas row headers. S• This table format is most ofien used for reports with several measures, such as

financial reports and balance sheets.

To create a horizontal table 11. Open the Vertical Tables report.

2. Click Edit from the toolbar Document menu. SThe Java Report Panel downloads and opens to display the report.

3. Right-click the Report 1 tab from the bottom of the report and select InsertReport.

4. From the Report 2 tab, in the Report Manager, dick the Templates tab. [The report elements you can choosefrom to create a table in the new reportappear in the Templates tab of the Report Manager.

Da Temp(es j Properties Msp

ti Report EementsLii Report

+ Tables+ [1i Charts+ Free-Standing Ceils

5. Click + to expand the Tables folder to display the list of available table formats 1in the Templates tab.

6. Drag the Horizontal Table template into the document zone.Two emply celis are inserted in the document zone, a blue line one for the rowheader, and a blank one for the ceil.

it... 4JII l’ViewStructurejDriII l Page

S-— S

7. Click the Data tab of the Report Manager.

8. 1f needed, dick + to expand the Query 1 - eFashion folder to display the objcctsavailable.

1Displaying Information 6-9

9. Drag and drop the Year object over the first row in the table template.

Note: Moving the object over different areas within the table provides differentoptions for placing the object. The different options available display as a tooltip.

IDrop here to replece celI

You want to position the Year object as the row header in the new horizontaltable, and each year in the database appears across the row. Your results shouldlook like:

rop here to insert a ceWiNote: You can also Ctrl + dick to select several objects and then drag them tothe document zone.

Sales revenue is now the second row header and revenue data, aggregatedforeach year, appears across the second row.

Note: You could add other measure objects to this table, to show other dataaggregated per year, such as annual margins, or overall quantities sold. Simplyposition them below or above existing rows, and the table is automaticallyupdated.

11. Drag and drop the Store name object as the third row in the horizontal table.

Year

Sales revenue

Store name

2001 20111 2001

$561123 $238819 $737914

e-Fashion Austin e-Fashion Boston t e-Fashion Chicago

12. Click Save As and save the document to your Favorites as Sales RevenueHorizontaL Close the document.

ear 2001 2002 2003

10. Drag and drop the Sales revenue object to the bottom edge of the Year headerccli. Drop the object when the tooltip Drop here to insert a celi displays.

2002 2003

Year

Sales revenue

2001 2002 2003

$8.095.814 $1 3,232246 $1 5,059,143


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Creating a crosstab

Crosstabs are most commonly used to show the cross-section of three axes ofinformation. In this scenario, sales revenue figures are aggregated to reflect eachcity’s resuits per year.

To create a crosstab

1. Open the Vertical Tables document.

2. Click Edit from the toolbar Document menu.The Java Report Panel downloads and opens to display the report.


4. In Report 2, dick the Teinplates tab of the Report Manager.The report elements you can choosefrom to create a table in the new reportappear in the Templates tab of the Report Manager.

5. Click + to expand the Tables folder to show the default table template options.

6. Drag and drop the Crosstab table template into the Document zone.Three empty ceils are inserted in the document zone, two blue celis for the rowand column headers, and a blank one for the body.

D Edit Quert j dit Repoil

‘4 Zjewse

— i Report ElemenisReport

— TablesE Horizontal Table

VerticalJablet Crosstab

orm* Lii Charts* Free-Standing Celis


8. 1f needed, dick + to expand the Query 1 - eFashion folder to display the objectsavailable.

9. Drag and drop the City object over the row header in the crosstab table.


10. Drag and drop the Year object over the colunrn header in the crosstab table.

Displaying Information 6-11

1

1

11. Drag and drop the Sales revenue measure object over a ceil in the body of thecrosstab table.The crosstab appears in your report as shown below.

2001 2002 20D

Austin

Boston

Chicago

Coloralo Springs

Dallas

Houston

Los Angeles

Miami

New York

San Francisco

Washington

This crosstab displays the Years across the vertical axis, the Cities across thehorizontal axis, and the Sales revenue data in the body of the crosstab isaggregated to reflect the cross-section of both dimension objects.

12. Save the document to your Favorites as Sales Revenue Crosstab.

13. Close the document.

Creating a form table

Forms are most commonly used to dispiay detailed information per customer,product, or partner. For exampie, a form is a useful way of displaying individualcustomer records with information such as product category, color and SKU number.

Forms are also useful for formatting address labels for envelopes.

To create a form table

1. In the Java Report Panel, build a query using the eFashion universe, and selectthe Category, Color, and SKU number objects.

Run Query 1 2. Click Run Query.


4. In Report 2, eijck the Templates tab of the Report Manager.The report ele,’nents you can choosefrom to create a table in the new reportappear in the Templates tab of the Report Manager.


$561123

$238819

$737914

$448302

$427245

$1211309

$982637

$405905

$1667696

$721574

$693211

$1003071

$157718

$1,1 50,659

$768390

$7 39 ,3 68

$1880449

$1.581 ,616

$661250

$2763503

$1201064

$1,21 5,150

$1,1 35,479

$887169

$1,1 34,085

$843584

$803421

$2246198

$1 ,656,676

$811.824

$3,1 51,022

$1336003

$1053581

1

1

1

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1

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1

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5. Click + to expand the Tables folder to show the default table template options.6. Drag the Form template into the Document zone.

Two emply cel/s are inserted in the document zone.

1Dt Templates

.esl Mip

— jk RepDrt ElementsLi Repoit

- Tables

____________________________

L Horizontal TableVertical TableCrosstab

J Furm+ jfl Charts+ li Free-Standing Ceils


8. Drag and drop the Category object onto the first column header.

2 Pocket shirtsCatejori

Categcny

Cateqaty

Cateqoly

Cateqoy

Bets bags wallets

Bermudas —

Boatwear 1Cardigan

9. Drag and drop the Color object to just below the Category header ceil.

Cateqory

hicCateqoly

2 Pocket shirts

Beltsbagswallets

Drop here to insert a

Ceqoiy Boatwea r

Displaying Information6-13

Note: For this exampie, you want to place the object to insert a ccli.

2 Pocket shirtsCategoIy

Color

Cateory

Cotor

Category

Color

Black

2 Pocket shirts

Boifle Green

2 Pocket shirts

Brown

10. Drag and drop the SKU number object to just below the Color header ccli.

2 Pocket shirts

Black

Cateqory

Color

SKU rwmher 146379

Cateqoly

Color

SI(U rwmher

Category

Color

5KV number

2 Pocket shirts

Bottie Green

1 66583

2 Pocket shirts

Brown

1 66,583

]ii. Save the document to your Favorites as Products Form.


6-14 BusinessObjects Web Intelligence X[: Report Design — Learner’s Guide

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1

Working with tables

Introduction

This section describes how to modify the display of information in tables.

After completing this section, you will be able to:

• change a vertical table into a crosstab

• add data into an existing table

• duplicate an existing table

Changing table formats

With Web Intelligence, it’s very simple to switch from one table format to another,whcn you feel that a certain table style is more appropriate for the informationdisplayed in the report.

In this exercise, you open a document that contains a vertical report containing threeaxes of information: Sales revenue eamed by each State, and per year. As you willsee, this type of data is much easier to read and understand when it is displayed as acrosstab.

To change a table format


2. Click Edit from the toolbar Document menu.The Java Report Panel opens and displays the report with a long i’ertical table.


4. In Report 2, dick the Data tab of the Report Manager.

5. 1f ncedcd, dick + to expand the Query 1 - eFashion folder to display the objectsavailable.

6. Select the State, Year and Sales revenue objects using the Control key.

Displaying Information 645

1

1

7. Drag and drop the objects onto the document pane.You have projected datafrom the Report Manager as a new block table.

D-E9nQdepwt Res1iData •1) 1#4E1’*

1Caillarnia 2001 $1764,21 1

California 2002 $2782680

Cailfornia 2003 52,992,679

Colorado 2001 $448302

Colorado 2002 $768390

Celorada 2003 $843584

DC 2001 $89321 1

DC 2002 $121 5,158

DC 2003 51051.581

rionda 2001 8405,985

Flarida 2002 $661250

Flørlda 2003 $811924

lilinnig 1flf1 C?7 514

t seport2j

8. Select the Templates tab of the Report Manager.The report eleinents you can choose from to change this lable appear in theTemplates tab of the Report Manager.

9. Click + to expand the Tabies folder to show the default table template options.The list oftableforinats available to you is displayed in the Templates tab.

10. Drag the Crosstab template into the Document zone and drop it over the vertical

table.

Caldornia Colorado DC

2001

2002

2003

$448302 $693211

$768390 $1,21 5,158

$843584 $1053581

The table converts automatically into a crosstab, showing the Year and Stateobjects as the row and column headers, and the Sales revenue data dispLayed in

the body of the table, aggregated to correspond to revenue earned by each state

for each year. 1

1

1


1

r

- ji Vertical Tablee- Query 1 - eFashion

1 Cit71 State1 Store name1 Vear

Sales ievenueVariables

State Veer Sales leesnim

41

$1704211

$2782600

$2992679

11. Click and drag the Year rows onto the State colurnns. Drop the Year when thetooltip Drop here to replace ceil displays.You have switched the Year and State objects in the Crosstab table.

2001 2002 2003

[ornia

Colorado

[DC

Illinois

Massachusetts

New York

Texas

Save the document to your Favorites as Crosstab.


Adding data to an existing table

You can add data to your tables simply by dragging objects from the Data tab.

Note: 1f the data object was not part of your original query and not retrieved fromthe database, you may need to add the data object in the Edit Query Panel to theResuits Object pane before adding the object to an existing table.

In this exercise you will add rows of data into a horizontal table.

To add data to an existîng table

1. Open the Sales Revenue Horizontal document.

2. Click Edit from the toolbar Document menu.The Report Panel opens. Report 2 dispiays a horizontal table showing Salesrevenue, Store name and Year in rows.

tEditQuery 3• ClickEditQuery.

4. From the Measures folder, double-eijck the Margin object to add it to theResuits Objects pane.


$1704211

$448302

$693211

$405985

$737,91 4

$238819

$1667698

$2,1 99677

$2,782,680

$768,390

$1,21 5,158

$661250

$1,1 50,659

$1 57,719

$2763503

$3,732,889

$2992679

$843584

$1 ,053,581

$811924

$1,1 34,085

$8 87, 1 69

$3,1 51,022

$4,1 85,098

S

S

1 e Run Query 5• Click Run Query.The Margin data has been added to the Data Pro vider and displays in the Datatab. 5

Data [Tp)at Prâpertles Map

ii Sales Revenue Horizontal S— Query 1 - eFashion

1 City1 State1 Store name1 Year 5

MarginSales revenue

iI Varia bles L

6. On Report 2, drag and drop the Margin object from the Data tab to the SHorizontal table. Drop the object when the tooltip Drop here to insert a cclidisplays.


A row is added to the table to display the margin perfiscal yearfor each store.

6-18

Sales revenue

Store name

Marijin

7. Keep the document open.

2001 2001 2001

$561123 $238819 $737914

e-Fashion Austin e-Fashion Boston F e-Fashion Chicago

$253464 $111453 $348750

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Duplicating tables

You can easily copy a table and paste it as another block in the report. This is usefulin order to show the sarne data, but in another format, perhaps as a chart withformatting to highlight certain information.

To duplicate a table

Continue from the previous exercise.

1. Position you cursor by the edge of the horizontal table.A gray border appears around the table.

2. Click on the gray border around the table.A blue border appears on the table showing that the entire block has beenselected.

Year

Sales revenue

Store name

Marqin

2001 2001

$561 ,1 23 $238,81

e-Fashion Austin e-Fashion Boston

$253464 $111

3. bid down the CTRL key, eijck the gray border of the table, and drag theduplicate table to an empty area in the document zone. Release your mouse.A copy of the table appears where you positioned It.


$561123

2001

e-Fashion AusUn e-Fashon Boston t

2001

$253464 $111453

$561,1 23

e-Fashion Austin e-Fashion Boston t e-Fashion Chica0o

$253454 $111453 $348750

2001 2001

$23881 9

Year

Sales revenue

Store name

Margin

frSales revenue

Store name

Margin

$348750

2001 2001

$238819 $737914


2001 2001

$561,1 23 $230,61 9

e-Fashion Austin e-Fashiun boston 1

$253464

____

j2. Right-click in the gray table border and select Remove from the shortcut menu.

The table has been deleted.

Note: You could also remove a table by selecting it and then clicking and

dragging the entire table back to the Report Manager.

3. In the original table, right-click the Margin row.A shortcut menu displays.

12001 2001 1$561123 $23B819

‘-Fashion Austin e-Fashion Boston 1

7i14Fl4I $111,453j

Reove

Remove Row

Format Number...

Formule Toolbar

EciI Fo,mat

4. From the shortcut menu select Remove Row.

The ,OW has been deletedfrom the tabie.

5. Closc the document without saving any changes.

6-20 BusinessObjects Web Intelligence XI: Report Design - Learner’s Guide

1

1

1Deleting tables, rows or columns

Deleting tables, rows or columns can easily be accomplished using a shortcut menu.

1To delete table rows and columns


1. Click the gray border around the copied horizoiltal table to select it. 1Year

revenueStore name

Margin

Vear

Sales revenue

Stare name

Margin

2001 2001

$561 .123 $238,81 9

e-Fashion Austin e-Fashion boston 1

$253.464 $111453 1

1

1

1

1

1

1

1

1

1

1

1

Presenting data in charts

Introduction

Web Intelligence offers standard chart forrnats to graphically display your businessinformation.

You can select one of five basic chart types in Web Intelligence: bar, line, area, pieand radar.

About chart types

Bar charts

Bar charts display data in bar form, either vertically or horizontally. Bar charts areuseful if you want to compare sirnilar groups of data; for example one time period toanother. There are five types of bar charts: Grouped, Bar and Line, Stacked, Percent,and 3D.

In the report below, a Vertical Grouped Bar chart bas been used to illustrate changesover time and also to help make comparisons between States.

Ste Year $aes revernle$30,000 f Cailfornia 2001 $1 70421 1

j $3000000

c $2,0.00Q

Califomla 2003 92,992679$2000000

California 2002 $2782680

$1 ,O .000Illinois 2001 $737914

. $1.000.000

flhjnois 2002 $1150659cl, $0,000

$0Ilhinois 2003 $1134085Cahifornia Ihlinois New York

State NBW Yoik 2001 $1667696

Year New York 2002 $2763503• 2001 • 2002 • 2003 New York 2003 $3,1 51022


The 3-D Bar chart allows you to display data along three axes. In this 3-D chart, you

can compare threc State’s performance for each year and also Yearly performance

for each State.

Salesrevenue

$4000000

$3000000

$2000000

$1.000.000

$0

ColiforniaP 2003

Illinois

New York 2001

State ‘fear

2001 2002 2003

[ i . $1.704.211 $2702680 $2992679

ILOIII] $737,91 4 $1150659 $1,1 34,086

f1tVifl $1661696 $2763503 $3.151.022

1

1

1

1

EE

1

1

1

1

Year20012002

* 2003

Co]iforn

2002

_.—‘ 2003

New York 2001

State

Line charts

Line charts are good for showing trends in data at equal intervals. In the examples

below, which chart is easier to read?

$3200000

$2000000 —

1::::::‘

.... ,//

::::::C3IIfrni DC NW York

Cotordo Ilinolo

StateVear

Line charts connect specific data values with lines, either horizontally or vertically.

Line charts are useful if you want to show trends or changes in data over time. There

are five types of line charts: Mixed, Stacked, Percent, 3D Line, and 3D Surface.


1

1

1

1

1

1

1

1

1

6-22

Area chartsArea charts are line charts in which the area between the lines and axis are filled in.Area charts are useful if you want to ernphasize the size of the total data in a report,as opposed to the changes in the data. You may not want to use an area chart if youhave a sharp contrast between specific data points. In cases like that, it isrecommended you use a line chart instead.

$8.000.000

$7000000

se,oao,ooa -

$5.000.000 Year$4000000 — B 2001

12002$3000000S 2003

$2.000.000

$1 .000,000

$0 —Caitornka Cotomdo

Area charts connect specific data values with lines, either horizontally or verticallyand then fl11 the gaps between. There are five types of line charts: Absolute, Stacked,Percent, 3D Area, and 3D Surface.

Pie chartsPie charts display data as segments of a whole. Pie charts are useful if you want toshow how each part of your report data contributes to the total. You can only includeone measure object in a pie chart. 1f you have several measures in your report, youshould choose another chart type. There are four types of pie charts: Pie, 3D Pie,Doughnut, and 3D Dougbnut.

.OOO.27 —,

StateCliforriia

Colorado

1 DC-

S IIiroi

1 New YorkSales revenue

L)llinoIs New York

Sales revenue

Displaying Information6-23

Radar charts

In radar charts, the X- and Y-axis connect at the chart’s center. Radar charts are 1useful if you want to look at several different factors related to one item. For

example, you could use a radar chart to display revenue data for different services

within a hotel. On one axis, you could display revenue for the rooms; on another you

could display revenue for the restaurant, and so on. Scatter charts are similar to line

graphs, except that the data points are plotted without a line connecting thern. Scatter

charts are useful if you want to make a comparison between specific data points.

There are four types of radar charts: radar line, stacked area radar, polar, and scatter.

The radar line chart below positions the overall quantities sold per year, in a 1graphical radar image.

200160.000

40000 120,000 .7 \

/ii,

0 0 ,/

,. \ 12003 2002

Year 1

1

1

1

1

1

16-24 BusinessObject Web Intelligence XI: Report Design — Learner’s Guide

1

1

Creating a chart

In this scenario, insert a new report in an existing document. This document bas thefollowing objects available: State, City, Store name, Year, and Sales revenue. Youwill insert a bar chart in the new report that shows Sales revenue per Year.

To create a chart


2. Click Edit from the Document menu on the toolbar.The Report Panel opens and displays the document.

3. In Edit Report Panel, right-click the Report 1 tab.

4. Select Insert Report from the shortcut menu.

5. In Report 2, dick the Templates tab of the Report Manager.

6. Click + to expand the Charts template folder.

7. Click + to expand the Bar charts folder.

Templa1es eeØøs1 I— t Report Elements

ii Report÷ Tables- Ihi Charts

- Ihi BarVeitic al CroiipedHorizontal Grouped

I! Vertical StackedHorizontal Stacked

jjl Vertical PercentHorizontal Percent

jo 30 Barj1 Vertical Bar and Line

Horizonta Bar and Line+ h Line÷ [ Area÷ Pie+ * Radarti Free-Standing Cefla

Displaying Intormation 6-25

•S

SS

B

8. Drag and drop the Vertical Grouped tempiate to the document zone.The outline of the chart type you select appears in the document zone, promptingyou with instructions on where to place the dimension and measure objects inorder, to create the chart.

:• Tempøtes

— ‘ti Report Elementsj Report

+ TablesLII Charts

— L1i Bai

.il \/ertical GroupedHenzontal Grouped

ij Vertical StackedHonzontal Stacked

!ij Vertica tercentHonzontal Percent ——

ji 3D Bar

LII Vertical Bar and Line. Horizontal Bar and Line

+ L2 Line+ Id Area+ Pie+ ± Radar

+ Free-Standinq Calls

9. Click the Data tab of the Report Manager to view the objects available for thechart.

10. 1f needed, eijck + to expand the Query 1 - eFashion folder to display the objectsavailable.

11. Drag the Sales revenue measure object on to the Place measure objects hereplaceholder on the chart.The Place measure object here now shows the measure in place.

=[Sales revenuej

- jet ere

6-26 BusinessObjec[s Web Intelligence XJ: Report Design — Learner’s Guide

12. Drag the Year dimension object on to the Place dimension objects hereplaceholder on the chart.The horizontal Place dimension objects here area now shows the horizontaldirnension - Year.

[SaIes revenue] Pace c!merior

obje’Dt ere

on.

liii’’=[Yearj

Note: You can drag a second dirnension onto the optional z axis where theremaining tool tip appears.

i. Refresh0at_113. Click Refresh Data to populate the template with data values.The Edit Report Panel opens, and displays the new chart with the data selected.

‘Yar

Note: You can also dick 011ts Jto see the data in the chart.

14. Save the document to your Favorites as Sales Revenue Vertical Bar.


Note: You can create any chart, simply by dragging the chart template to thereport and positioning the objects in the chart template.

$16000000

$14000000

$12000000

$10,000,000

$8000000

. $6000,aoo

$4000000

$2000000

1

1

1

S

1

S

S

S

rS

i

S

S

S

S

1

S

2001 2002 2003

Dispiaying Information 6-27

1

Creating a chart from a table

This section explains how to insert a new report in the document we have beenworking with and change the table to different charts using the template tab.

To create a chart from a table

1. Open the Sales Revenue Horizontal document.

2. Click Edit on the toolbar Document menu.The Report Panel opens and displays the document.

L EdltOuery j EdltReport e Refresh Data f 1

__________

— 51 Sales Revenue Horizontal(1I Duery 1 - eFashioni Variables

Yaac

SIes revrnme

Stole nanio

2001 2001 2001

$561123 $238919 8737,914

e-FashionAustln e-Fashion Boston t e-Fashton Chicago

ij __J -

i: Repu, R8$lOrt2j

3. Click the Store name tabie row to select it.

4. Drag and drop the Store name row to the Report Manager to remove it from theblock.

5. In the Edit Report Panel, eijck the Templates tab of the Report Manager.

6. Click + to expand the Charts templates folder.

7. Click + to expand the Pie chart folder.

BusinessObjects Web lntelligence XI: Report Design — Learner’s Guide6-28

zone.

Vear

Sales reveriue

2001

1C981 4

1

1

1

The Horizontal lable converts automaticallv to apie chart displaying each

Year ‘s Sales revenue.

To change the chart back into a table

Continue working with Sales Revenue Horizontal.

Yea r

• 2001

2002

S 2003

1. In the document zone, right-click the pie chart created in the previous exercise.

A drop-down menu displays.

2. Select Turn To.The Turn To dialog box opens, whieh allows you to choose which tahie or chart

you would like to convert this chart to. By default, this dialog box shows the

chart or table type of the black you are currentiy working in.


1

1

1

1

mr_.

1

1

E.

L

E

1

1

1

1

1

E

8. Drag and drop the Pie chart template onto the Horizontal table in the document

2002 2003

$1 3232,246 $1 5,059,143

1

Sales revenue

Tijrn T’:

1

I1d1

Ç

0K CnceII ej

4. Select the Vertical Table template.

0K 1 5 ChckOKThe chart displays in a vertical tableformat.

Year Sales revenue

E1 3. From the Turn To dialog box, dick the Tables tab.The tables you can choosefrom appear in the Tables tab.

2i

Horizontd Tab(e

2001 809581 4

2002 $1 3232245

2003 $1 5059,143

6. Close the document without saving.


1

Practice

Activity: Displaying information

Objective

Improve the presentation of a report to make information easier to understand.

Year Quarter Ouanttty sold

2001 01 18,136

2002 01 21135

2003 01 22537

4. Click View Structure.

5. Move the Quarter object to the Z-Axis (top right).

6. Click View Resuits.

1 nstructions

1. Create a new document using the efashion universe showing Year, Quarter, andQuantity sold. Filter to see only resuits for Q1.

2. Duplicate the table and paste the copy to the right of the existing table.

3. Change the presentation of the second block to a Vertical Group Bar chart.

Your resulis should look like:

Report Title

1

1

1

1

1

1

1

Li

1

1

1

1

1

1

2001101 2002/01 200301

Yearl Quarter


7. Select the chart, dick the Properties tab, and check Axis Legend in the ChartProperties area.

Your resulis should look like:

24000 c

20,000 L.

16,000

12.000

8.0000

4.000

[9rter

Year

Quantity sold

Q1 Q1 Q1

2002

18,136 21,135 22,537

10. From the Template tab, drag the Radar Line template into an cmpty spot onyour report.

11. Click the Data tab of the Report Manager and drag the Year object over to Placedimension objects here placeholder.

12. Drag the Quantity sold object to the PLace measure objects here placeholder,

13. Refresh the report data.

J Quarter• 01

2001 2002 2003

Year

8. To try a different presentation, drag and drop the Horizontal Stacked template,from the Templates tab, Charts option, over your chart.

Your results should look like:

Quarter• 01

24,000

9. To turn the chart back into a table, right-click the chart and select Turn to. Selectthe Tables tab and then select the ilorizontal table tab, and eijck 0K.


0 8,000 16,000

Quantity sold

2001 2003


14. To resize the resulting graphic, drag the right edge of the box that surrounds thechart to the right.

Your results should look like.

2001 1120,000

80,000

• 40,0001’ ,,

= )

0 /1

J

2003 2002

Yea r

15. Save the document to your Favorites as Charts.


0Quiz: Displaying information

1. List the types of tables available in Web Intelligence.

2. List the types of charts availabic in Web Intelligence.

3. Where are templates located in the Edit Report Panel?

6-34 BusinessObjecLs Web Intelligence Xt Report Design — Learner’s Guide

1

1

1Summary

SAfter completing this lesson, you are now able to:

• Describe the different types of tables for displaying information in reports S• Describe the different types of charts for displaying information in reports

• Create vertical, horizontal, crosstab and form tables 1• Change table formats

• Add data to existing tables

• Duplicate tables S• Create charts

• Create a chart from a table S• Change chart formats

1

1

S

1

S

1

S

1

SDisplaying Information 6-35

S

1

Notes


1

S

S

SLesson 7

Enhancing the Presentation of a Report

SThis section describes how to enhance the presentation of your reports.

SIn this lesson you will learn how to:

• Crcate breaks to display information

• Add calculations to reports

• Sort information in reports S• Create report filters to restrict data displayed in report

• Create sections

• Add blocks to report sections

• Create alerters

SDuration: 1 hour

S

1

S

S

1

1


[

Organizing information in a report

Introduction

As you edit the reports in a Web Intelligence document in the Java Report Panel,several tools are available to help you structure and enhance your reports so that yourreports show exactly the information you need in the clearest way possible.

The tools are available from the Report Panel toolbar and they inciude:

• Breaks

• Calculations

• Sorts

• Filters

• Sections

7-2 Bus[nessObjecLs Web Intelligence XI: Report Design — Learner’s Guide

The Report Panel toolbar

As you are creating and editing reports in the Edit Report panel, there are a number

of tools available to you in the Report toolbar.

Enhancing the Presentation of a Report 7-3

1

1

Web tnteIhgonc

__________________________

dit ouJ LIEditIPort ‘eJefresi1 Data L)

Report Page

The table below gives you a brief description of the toolbar buttons.

1

1

1

1

1

1

1

1

1

1

1

1

1

1

Button[

Description

New DocumentCreates a new document on the currently select Universe.

SaveAllows you to save documents to Personal and Public folders or tosave documents on your own computer.

Export to PDF for PrintingEnables you to generate a copy of individual reports or specific pagesto a PDF file for printing.

J Edit Query EditAllows you to define data content of the document. Toggles your viewof the report form Report to Query view.

j Edit Report Edit ReportAllows you to edit reports in a document. Toggles your view of thereport from Query to Report view.

Show/Hide Manager: Displays the Data, Templates, Properties and Map tabs for formatting

and editing the report.

ShowlHide Filter PaneAllows you to drag objects into the filter pane to restrict the amount ofdata displayed in the report.

J ShowlHide Variable EditorAllows you to create custom formulas using a graphical editor andsave them as variables for reuse in the document.

UndoAllows you to cancel the previous action.

Alerters. Allows you to create, edit or delete alerters.

1

Button Description

Add Quick FilterActivated when you select an object in the Results Objects pane andallows you to select a value to filter data on.

InsertlRemove BreakInsert or remove a break on a table column or row.

lnsertlRemoveSort

Insert or remove a sort from a column. Clicking the down arrow willdisplay the descending sort option as well.

Insert SumInsert sum or display the list of calculation you can use on a column ofdata. Clicking the down arrow will display the additional calculations.

Ir’ J InsertRowAboveInsert a new table or row above the selected row. Clicking the downarrow will display additional insert options.

View Page LayoutToggles between page layout and normal view of a current document.

IVStruttur8 View StructureToggles between viewing the structure of the report and the results.

Qoriil DriliStarts and ends drill mode. Allows you to analyze report values bydrilling down or across the dimensions displayed in the tables andcharts.

Take Snapshot of Drilled Reporti1 Allows you to make duplicate of drilled report so that you can keep acopy of the drilled values in the same documents.

[T w Page navigationAllows you to quickly navigate to specific pages in the document.

Refresh DataRefresh DataSends the query to the database and returns the latest values to thedocument.

Purge DataRemoves the data from the document but retains document structure.

Show User SettingsDisplays options to personalize the display properties of the JavaReport Panel.

HelpDisplays the help menu with links to online help and documentation,as well as other Business Objects information sources on the internet.

7-4 l3usinessObjects Web Intelligence XI: Report Design — Learner’s Guide

State Vear Quarter Sales reenue

2003 (21 $729145

(22 $789398

Q3 $775766

(24 $597.770

1


1

1

Using breaks, calculations, sorts, and alerters

Introduction

In this lesson YOU learn to organize data in a table by applying breaks, calculations,

and sorts.

About breaks

Breaks allow you to break up data in tables and crosstabs into groups according to the

data and values you select.

When you apply a break, Web intelligence separates all the data for each unique

value of the selected variable. It inserts a blank row or column after each value,

which allows you to easily insert subtotals for the group of data.

As you can see in the image below, a long table that is tedious to read and understand

is converted in to a block of data that is much clearer and simpler to read. Two breaks

have been applied, one on State and one on Year. Each group in the table displays

quarter sales revenue for a unique state and a single year.

State Vear Quarter Sates reuenue

1

1

1

1

1

1

1

1

[

1

1

L

1

1

1

1

CalItorr(ia 2001 01 $519220

CIitorni 2001 02 $441 494

Calilornia 2001 03 $394 309

C&Itornia 2001 04 $349163

CalSornia 2002 01 $650715

Cahiornia 2092 02 $529256

Calitornia 2002 03 $760.442

Calitornja 2002 (24 $342.267

Calitornia 2003 Q1 $729.745

Calitornia 2003 Q2 $789.398

Calitornia 2003 03 $775766

California 2003 04 $697770

State Vear Ouarter Sales reaenh,e

California 2001 01 $519220

02 $441 ,494

(23 $394.309

Q4 $349188

2001

State Vear Ouarter Sesrevenue

2002 Q1 $650.715

Q2 $529.256

(23 $760442

04 $842.267

2002

In the extra row that is inserted into the table after each group, you can easily insertsum totals for revenue over the year.

Using breaks has two main advantages:

• you can more efficiently organize how your data is represented

• you can display subtotals

When you inscrt a break on a dimension, the values for the diinension areautomatically sorted in ascending order.

1f the values are numeric, the lowest value appears in the first row of the table, thehighest in the last row.

1f the values are alphabetical characters, then the values are sorted in alphabeticalorder from top to bottom.

To organize a report with breaks

1. In the Java Report Panel, build a query using the eFashion universe, and selectthe State, Year, Quarter and Sales revenue objects.

Rea 0ed m‘ i’ Le Iej

@ Run Query 2. Click Run Query. The report should look similar to the one below:

Vear Quarter ‘State Sales revenue

2001 Q1 Caktornia $5132202001 Q1 Colorado $131 7972001 01 DC $2083242001 01 Florida $1375302001 Q1 _Ilhnois $2564542001 01 Masachusetts $925962001 01 New York $555983

0 Q1Texes L$7587J

3. Click on a detail row in the Year column.The column is highlighted.

4. From the Report Toolbar, dick the Insert/Remove Break button.


1

The table is reorganized into groups ofdata. Each value of the object is L

separated into a separate group ofdata.

2001

Ouarier } State } Sales revenue

Q1 California $51 9220

Q1 Colorado $131 797

01 DC $208324

01 Fiorida $137530

01 Illinois $256454

Q1 Massachuseits $92596

01 New Vork $555983

Q1 T,exs $58,796

You can insert multiple breaks by repeating the same process on another row or

5. Create an additional break on Quarter. The report should look sirnilar to the onecolumn.

below:

Vear Quartet State j Sales revenua

2001 01 Cehfornia $519220

Coiorado $131 797

DC $208324

Fiorida $1 37530

iflinois $256454

Massachusetts $92596

New Vork $555983

Texas $758796

Q1Vear Quarter State Sales reuenue

02 Catfornia $441494

Colorado $1 29076

DC $1 79863

Fioricfa $121,1 70

Iliinois $241 458

Massachuseits $70903

New York $479962

Texas $615077

02

_____________ ___________

---..

6. Create an additional break on State.

7. Save the report to your Favorites as MuLtiple Breaks.



1

1

1

1

L

1

1

1

1

1

1

1

177

1

1

To delete breaks

1. Click a ccli in the colunm or row where you want to remove a break. Click onState.

2. From the Report toolbar, eijck the Insert/Remove Break button.The break is rernovedfrom the report. The report should look similar to the onebelow:

Vear 1Ouarte, State Sales revenue2001 Q1 California $519220

Coloraclo $131 797DC $208324Florida $137530Illinois $256454Massachuseits $92596New York $555983Texas $758,76

Q1Ouarler State Sales revenue

Q2 Cailfornia $441 494Colorado $129076DC $179653Florida $121 ,1 70Iflirtois $241 458Massachusetts $70903New Vork $479962Texas $615077

Q2

3. Save the report to your Favoril:: as Mfip1e Br:ak


About calculations

Web Intelligence provides standard calculation functions to help you make quickcaiculations on the data in your reports. These calculations are available from thedrop-down list of calculations on the Edit Report panel toolbar.

You can calculate sums, averages and percentages. You can also calculate the totalcount, and the minimum and maximum values for a variable.

To organize a report wîth calculations

1. Open the Multiple Breaks docmncnt.

7-8 BusnessObjecL Web Inielligence XI: Report Design — Lea roer’s Guide

2. Click Edit from the Document menu.

Edit 7Save

Save as

Save to my computer as

Properties

3. Click on a detail row in the column you want to add a calculation to, in this case

Sales revenue.

1 Z 4. From the Report Toolbar, dick the Insert Sum button.

A total sum is inserted in the bottoin row ofeach group in the table.

Note: You can insert different calculations by clicking on the drop down arrow

beside the Insert Sum button.

Z Sum

fl Count

Averaqe

>X Min

< Max

, Percentage

1

1

1

1

1

1

1

1

1

1

1

1

1

179

1

1

To insert multiple calculations

Continue using the Multiple Breaks report.

1. Click on a detail row in the Sales revenue column.

2. From the Report Toolbar, eijck the arrow beside the Insert Sum button.

3. Select Count as the caiculation that you want to apply to the data in the column.

The report should look similar to the one below.

2001Oueiter Staite SaIes reuenueQ1

Q1

California

Colorado

DC

Florida

Illinois

Massachusetts

New York

Texas

$5192201$131797

$206324

$137530

$256454

$92596

$555983

$758796

$2668700

8

Sum:

Count:


6.

7.

4.

5.

From the Report Toolbar, dick the arrow beside the Insert Sum button.

Select Percentage as the calculation that you want to apply to the data in thecolumn.

The report should look sirnilar to the one below.

California

Colorado

Vear Quarter Sales reucrius Percentage2001 Q1 $519220 19 51%

$131797 4.95%DC $208324 7.83%fonds $137.530 5.17%llhnois $256454 9.64%Massachusetts $92.596 3.48%New York $555983 20 90%Texes $758796 28.52%

Q1 Sum: $2660,700

Count: 8Percentage: 32 .86%

Save the document to your Favorites as Multiple Calculations.

Keep the document open.

To delete a calculation

1. Right-click the table footer that contains the count calculation.

2. From the drop down menu, select Remove Row.

Note: 1f you were working with a cross-tab or percentages, you would selectRemove Column.

3. Close the document without saving the changes.

BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide7-10

About sorts

The Sort feature allows you to format data in ascending or descending order. In theexample below, the table on the left has the default sorts applied (State, Year, Salesrevenue). The table on the right has been resorted to show the data sorted by Yearand then within Year, by Sales revenue from high to low. The two tables present thedata in very different ways.

I(

Calitornia

Calitornia

California

Colorado

Colorado

Colorado

DC

DC

DC

Florida

Florida

Florida

Illinois

Illinois- as-

2001

2002 $2782680

2003 $2992679

2001 $448302

2002 $768390

2003 $843584

2001 $693211

2002 $1,21 5,158

2003 $1053581

2001 $405985

2002 $661250

2003 $811924

2001 - $738224

2002 $1,1 50,659%fl t’ . .. ,*, W.4 ‘1* WIt’

Texas

California

New York

Illinois

DC

Colorado

Flonda

Massachusetts

Texas

California

New York

DC

Illinois-—‘t---

To create a report wîth sorts

In this scenario, you want to sort the data so that the state with the highest salesrevenue in any given year is displayed in the group first. To do this, you apply a sorton the Sales revenue column of data.

1. In the Java Report Panel, build a query using the eFashion universe, and selectthe Year, State and Sales revenue objects.

LbReObiects

lYeer Ste

Q’ Run Que 2. Click Run Query.


1Vear

State jYear SMesrevenue2001 $2,1 99,677

2001 $1.704.211

2001 $1667696

2001 $738.224

2001 $693.211

2001 $448302

2001 $405.985

2001 $238.819

2002 $3732889

2002 $2782680

2002 $2763503

2002 $1,21 5,158

2002 ‘ $1150659—,

— _ *. I’’(t? ‘lflO


I

1

4. Click the drop-down arrow beside the Apply/Reniove Sort button.

5. Select Descending as the sort order.The column is sorted in the order you specfied. Your query should look similar

to the one below:

Vear Sate SaIes revenue

2003 Texas — $4,1 85,098

2002 Texas .J. $3732889

2003 New York j $3,1 51022

2003 Califarnia $2992679

2002 California — $2702680

2002 NewYork $2763503

2001 Texas $2,1 99677


2001 NewYork $1 667,696

2002 DC $1,21 5,158

2002 Illinois $1150659-

Note: Clicking on the Apply/Remove Sort button applies a Default soft to the

column or row selected. By default the results are sorted in Ascending order.

The sort in Descending order you will need to dick the arrow next to the soft

icon.

6. Save the document to your Favorites as Sorted Data.


About alerters

Alerters enable you to highlight resuits that meet or fail specific business targets. You

can create a simple alerter to highlight particularly high or low resuits with a specific

color or advanced alerters that display a text comment, such as “High Performer”.

For example, you can create an alerter to highlight margin results that exceed

$1,1 00,000. The margin result that is greater than $1, 100,000 is highlighted every

time the report data is refreshed.

An alerter contains five elements:

• a name

• an object or cel! contents

• an operator

• an operand value(s) or another object

• the conditional formatting


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The object or ccli contents, the operator and the operand make up the condition thatdetermines whether the formatting will be applied to each ccli where the alerter isapplied. When you apply the new alerter to a table column, row or ccli on a report,Web Inteiligence appiies the condition to the ccii values and dispiays any values thatmeet the condition in the alerter with the formatting specified. Additional rulcs toremember when creating alerters are:

• You can apply alerters to tables, forms, section celis, and free-standing celis.

• Alerters cannot be appiied to charts.

• You can inciude up to 30 alerters in a document. You can apply those alerters toa maximum of 20 table colunms or rows, free-standing ceils or section ceils onthe reports. A maximum of 10 alerters can be applied to a single table column orrow, free-standing ccii or section ccli.

Web Intclligencc applies a default format to dispiay the alerter. You can makechanges to this default format. You can insert multiple conditions within an alerter.You can also create an advanccd alerter by inserting a formula.

To create a basic alerter

In this scenario you are going to build a report that shows States by year and salesrevenue. The report is sorted in descending order by sales revenuc. You want to alsohighlight any state / year combinations that had margin over S 1,100,000.

Continue working with the Sorted Data report.

Edit Query 1. Click Edit Query.

2. Add the Margin object to the query.

1e Run Query 3. Click Run Query.Gross Margin should be available in the data manager. However, ii should notshow on the report.

4. In Edit Report panel, single-dick any detail row in the State column.A blue border appears on the selected column, row or celi.


E1 5. From the report toolbar, eijck Alerters.The Alerters dialog box dispiays.

New 1 6. Click New.

‘AIerters

____________

You cn cree, e, or deete.feflers. 11e frm4e rtezt cd s sected, youcio activafe

deevtkete efeders.

0K HPj

) lerter Editor

AieeteT n1e JAlerteij

Oescriptiot

Seet&FiØiedObtec* os ceP Or»T1»

SeIe J jEcluel to

MdSub-Al8rter

II the Slove is true, ttien dspey

ICwcdi HPf

7-14

7. Under Alerter name, type Gross Margin over $1.1 Mihion.

You can also inciude an optional description of the alert.

8. Under Filtered object or ccii, eijck the browse button.

9. Select the Select an Object or Variable from the pop-up list.


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8w 1 r-

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1

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c

The Alerter Editor dispiays.

IT ,ç’e a v55’C

r

Fosmet.

rF

Ccli eOriterls

10. Select Margin.

Objects and Variables

Ausilable Ob4eets and Ijziabtes

1 Document- Query 1 - eFashion

1 State1 Year

Sales revenueVariables

c::::::cK:::: :::::.I ii. lic1

12. Under Operator, select Greater than.

13. Under Operand, enter 1100000.

Note: Do not include commas or decimals when specif,’ing number values.

) Alerter Edito

ajetler name Gross Margin over $1 1 Million

Decnptn

Sub-AIter4nØdØCUI4 o#- Q1_1i, -

jMør j Greaterthan .j jiioo000

fftheXOv3trettendatpfay cee criert3 Fcr,,’e

48.Ierter i..’ 1 t Forni.la

Ejcanoj eip

Web Intelligence applies the default format to the results specified in the alerteras displayed in Ccli contents. You can retain the defauits or modify the formatproperties by clicking in the Format box.

_________

14. Click 0K.


The new alerter is added to the list ofalerters in the Alerters dialog box as shownbelow.

‘)AIeiters

______________

41You ccree edt or delete elerters tf e

- text ct t8 seeted, you cen elso activate Drdeed4ate. elertere.

1

MiHion

d

New Edit J Oupflcate Remove

01< Carcel He

15. Verify that the check box beside the alerter is selected.

_____________

16. Click 0K.The alerter is applied to the report resuits.

Year State Sales revenue

2003 Texas $4,1 85098

2002 $3732889

2003 Ne.York $3,1 51022

2003 .f:m $2992679


2002 $2763503

2001 Texas $2,1 99677


‘.— . .i_ .-- .- —‘, — — --.-‘ , .w—

Notice that although Margin is not in the lable ilseij,’ ii can stili he referenced

when creating the alerters.

1

17-16 BusinessObjects Web lntelligence XI: Report Design — Learner’s Guide

To activate alerters

In this scenario you will apply the alerter that was created in the previous step to theyear column so that both the year and state display in red when Margin is over$1, 100,000.

1. Single-dick on a detail row in the Year colunm.

2. From the report toolbar, eijck ALerters.The Alerters dialog box displays a list ofavailable alerters.

)Alerters

VnU ten Cnn,, e te •tMs It tn,n,UIa a- tnUi Cet7 iected, Vre ten 5O eçtN

tIeecttne e3e,t.

New Dupilcale

c( 1 —“‘ 1

3. From the Alerters dialog box, check the box next to Gross Margin over $1.1Million.

Iz.z.::zz1 4. Click 0K.The report is updatedto show Years wiih Margin over $1,100,000 in red.

Year State Sales revenue2803 Texa $4185099

$3732889

2003 NewYork $3151022

$2992679

2002 Ciforni $2782680

2202 e’v $2763503

2001 Texas $2199677


2801 _, NewYork 51 667,696

Note: To deactivate an alerter, eijck the coluirm, row, section ccli or freestanding celi, dick Alerters and deselect the chcck box bcside the alerter.

Save the document to your Favorites as Alerts.

Kcep the document open.

Enhancirig the Presentation of a Report 7-17

Using Report Filters

Introduction

In the next section, you learn how to limit the data displayed in a report by applying

report filters. 1

e Report filters

You have already used query filters in a previous lesson. Web Intelligence gives you

two methods for restricting the data displayed in a document:

• Query filters allow you to limit the amount of data that is retricved from the data

source and returned by the qucry to your Web Intelligence documents. You can

only apply query filters when you are creating or editing the query in the Edit

Query panel.

• Report filters, on the other hand, allow you to restrict the data shown in the report

simply by hiding the data you are not interested in. The data is stili contained in

the document; it is just hidden from the report display. LYou apply report filters when you are editing a document in the Edit Report panel,

using the Filter button on the Report toolbar.

Tables or other blocks in your reports can sometimes be very large, and not very easy

to read at a glance. To make the report easier to read, you apply a report filter on a

specific object, so that it displays just the information that interests you.

Year State Sales revenue

2003 Texas

2002 Texas

2003 New York

2003 California

2002 California

2002 New York

2001 Texas

2001 California

2001 New York

2002 DC

2002 IIIincis

2003 Illinois

2003 DC-— .“—-—. ,—.—,-——“ .

$4,1 85,098

$3732889

$3,1 51022

$2992679

$2782680

$2763503

$2,1 99677

$1704211

$1667696

$1,21 5,158

$1,1 50659

$1,1 34085

$1053581_*.aa .*..4 •S’ —

Apply Filter:

Year = 2003

State INCaliforriia, Colorado

Califomia

Co lora do


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12003

2003

‘fear State jsates revenue$2992879

$843584

1

You can apply report filters in two ways:

• A global filter is applied to the whole report - thus affecting all data blocks in thereport.

• A block filter is applied to a section, table or chart within a report - thus affectingonly the data in the block.

You can define filters on dimensions, measures, details and variables listed on theData tab of the document.

To create a report filter

In this scenario you will filter an existing table to show only data for the Year 2003.

Continue working with the Alerts report.

1. Single-dick on the Year colunrn to select it.

Note: You create a block filter by clicking on the block or create a global filterby clicking on the document zone outside the block.

2. In the Edit Report panel, dick the Show/Hide Filter Pane button.The Report Filiers pane appears.

‘‘ ReportFiftersAppedto Blocki

To:rr.: : t riIDtt:rjoi

Report Title

3. From the data tab, drag the Year object into the Report Filters pane.The Filter Editor dialog box appears.

FiIt,r tdl(or

Edftg BloClil IIters

14

TpeeVJ.pl,fWor

rv.)fromIsa

0K.. 1

4. From the Operator drop-down menu, select EquaL to.


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5. Under Operand Type, select Values(s) from list.

6. Double-dick on 2003.

IL öK1I 7. Click 0K.The report displays showing only the dataJbr 2003.

Yer State Sales revenue

2003 Tea. $4,1 85,098

200:3 New Ymk $3,1 51,022

2003 CaIifrrria $2992679

2003 Illinois $1 ,1 34,085

2003 DC $1053581


2003 Colorado $843584

2003 Florida $811924

1To delete a report filter

1. 1f the Filter Pane is not already showing, dick the Show/Hide Filter Pane

button.

2. Click the report filter you wish to remove.

3. Press the Delete key.


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Practice

Activity: Enhancing the presentation of a report

Objective

Use breaks, calculations and sorts to organize the presentation of data in a report.

Instructions

1. Create a new document showing Quantity sold by State, Year and Quarter.

2. Create a break on State and Year.

3. Add a sum and percentage to the Quantity sold column.

Your resuits should look like:

State Vear Ouarter Quantitysold I1

2001 01 3509 31.04%

02 2,788 24.66%

Q3 3035 2685%

04 1,972 17.45%

2001 Sum: 11,304

rcentaqe: 24.53%

2002 01 4,145 24 38%

02 3,184 18.73%

03 5,280 3106%

04 4,392 25.83%

2002 Sum: 17,001rcentage: 36.90%

2003 01 4,317 24 30%

-— ._. ..— 02 __. t471 _. 21fi%J

4. Filter the data to show oniy data for Colorado.

5. Create a duplicate of the table to the right of the cxisting table and filter it toshow only data for the New York.

California

State Year jouarter Quantdysold :Perce,age

State vear Quarter Quant(ysoId


1

Your resuits should look like:

State Year Touarter fQuaysojNew York

Year Quarter Ouantfly sotti PrceI4age

Colorado 21101 01 921 31 00% 2001 01 3717 3441%

02 828 27 87% Q2 3064 28.37%

03 628 21.14% 03 1887 17 47%

04 594 1 9.99% Q4 2,1 34 1 976%

2001 Sum: 2,971 2001 Sum: 1 0,802

rcentaae: 23.23% rcentage: 23.30%Year Guaiter !q n(Kyso8ct Percexage State Year Quarler ;Quantityso4d Percentae2002 Q1 1,178 25 06% 2002 01 4,248 2583%

02 963 20.49% 02 4,194 25.50%

Q3 1311 27 89% 03 3,288 19 99%

04 1,248 26.55% 04 4,71 7 2868%

2002 Sum: 4,700 2002 Sum: 16,447

rcentage: 36.76% 1rcentage: 35.46%State Vear Oua.tel Quantttysokl Percen(age State Vear Onarter Ouaritttysokt Pscetae

2003 01 1,291 25 23% 2003 01 4,439 23 23%02 1,225 23.94% 02 4,944 25.87%

1.’S77 2Q8Ç ... - —. .:..

16. Save the document to your Favorites as Filtered Practice.

7. Close the document. 1

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Organizing a report into sections

Introduction

In the previous section of this lesson, you saw that you could group data in a blockusing the break function.

In this section, you learn how to:

• break a report into sections

• insert a running sum and position it using drag and drop

• insert a chart in each section

e About sections

You can group data in a block using the break function as illustrated below.

California 2002 01

Year Quarter Quanhlty sold

4,145

02 318403 5,28004 4,392

State Year Ouarler Ouantity sold

Colorado 2002 01 1,17802 963

03 1,31104 1,248

You can also use sectioning to group data. The difference is that the grouped valueappears as a header outside the block instead of rernaining within the block.

California

Year Quartet Quanlity sold

2002 01 4,145

2002 Q2 3,1842002 Q3 5,2802002 04 4,392

Co orado

Year Ouarler Quanllty sold

2002 01 1782002 02 9632002 03 1,3112002 04 1,248

Flowever, there is a more important difference. A break only groups within a block,whereas sectioning groups the entire report. Notice the section lines in the illustrationbelow run across the width of the report.


This has a number of advantages:

• You can have multiple blocks projected from the same microcube within a singlereport, all sub grouped to the sectioned level.

• You can insert subtotal celis, repeated in cach section, which are created by thesimple process of drag and drop.

In the example below, the subtotal appears to the right of the section header.

California 46,074

h•:N 6,000

2002 01 41454,000

2002 02 3,1842002 03 “J 5280 ‘ 2,000

2002 04 4,3920

01 02 03 04Quarter

Colorado 12.787

I”*i 1,600

2002 Q1 j._. 1,178 i,20O2002 Q2 953j ‘ 800 12002 03

,_ 1,3111 4002002 04 1 1,248J

0

To create a section

In this scenario you will create a report that is sectioned by State. Within the sectionyou will display a table, chart and aggregate totals.

1. In the Java Report Panel, build a query using the eFashion universe, and selectthe Year, Quarter, State and Sales revenue objects.

Result Obects

iYew 1

________

1 e Run Query 2. Click Run Query.


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1

O,Uartei Qiantltystd

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r

Quarter !Quan*itysold

3. Right-click on a detail row in the State column.A drop down menu displays.

Set s Section

C(ear Ceil Conterits

RemoveRernov Rrjw

Remove CdumnJ.

Format NumberFormuI ToolbarEdit Format

4. From the drop-down menu, select Set as Section.

The column or row selected is defined as the variable used to split up the tableinto sections. Each value ofthis variable is displayed as a header, followed bythe data concerning the column or row.

California

[IT!Ti]2001 01 $51 92202001 02 $4414942001 03 $3943092001 Q4 $3491882002 01 $6507152002 02 $5292562002 03 $7604422002 04 $8422672003 01 $7297452003 Q2 $7893982003 03 $7757662003 Q4 $697770

1 5. Save the document to your Favorites folder as Sectioned Data.


To display an aggregateContinue working with the Sectioned Data report.

1. Single-dick on a detail row in the Sales revenue column.

______12.

From the Report Toolbar, dick Insert Sum.

Enhancing the Presentation of a Report7-25

t:

The data is calculated and inserted in a new row at the boitom of the table in

each section.

California1

Year Quarter Sales reventie

2001 01 $51 9220

2001 Q2 $441.494

2001 03 $394.309

2001 04 $349,1 88

2002 01 $650715

2002 Q2 $529256

2002 Q3 $760442 S2002 04 $842,26?

2003 01 $729.745

2003 02 $789.398

2003 03 $775.766

2003 Q4 $697.770

Sum: $7479569

3. Click any value in the Sales revenue column, and drag the celi with your mouse

until it is level with the section heading, as showu below.

Cahfornia

Year Quar1er Sales revenuet

2001 01 $51 9,220

7Qfll ,,.

4. While holding the ctrl key, release the mouse button to copy the celi.

The section sum total or the region ‘is’ sales revenue appears next to the section Sheader.

California $7,479,569 1Year Quarter Sales revenue

2001 01 $519220

2001 02 $441494

2001 03 $394309

2001 04 $349.188

2002 01 $650715

2002 02 $529256

2002 03 $760.442 S2002 Q4 $842.267

2003 01 $729.745

2003 02 $789398 12003 03 $775766

2003 Q4 $697.770

$7479569 1Note: Using the Report Managers Properties tab, you can edit the formatting of

these ceils by removing the default borders, changing the default font size, color 1and so on. You will learn about formatting tables and charts in later lessons.


1

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To insert a block in each section

Continue using the report from the previous exercise.

1. Click the Templates tab in the Report Manager.

2. Click on the + to expand the Charts group.

Da TempIte Propetis

— Ei Repori ElementsReport

+ Tables- lia Charts

+ [Iii Bar+ 2 Line+ L Area+ Pie+ $ Radar

• Free-Standing Celis

3. Click on the + to expand the Bar group.

Templates PrOpMi6S

P Pepoil ElernenteI Report

+ TablesLifi Charts- lI+i Bar

-ji Vertical GroupedHorizontal GroupedVertical StackedHorizontal Stacked

11 Vertical PercentHorizontal Percent

a 3D BariI Vertical Bar and Linet. Horizontal Bar and Line

+ 1 Line+ Area+ Pie* Radar

÷ Free-Standing Celis

4. Click and drag Vertical Grouped to the report area dropping it to the right of thedata table.


=[State] [Sales reveni

NameOr((YearJ) =Naweor(JQiiarier’NameOf((Sales 11j

=[Sales revenue]61

.rlIJ View Results j 8. From the Report Toolbar, dick View Resuits.

The Document zone appears in View Results mode, and the block is inserted intoeach section showing the values specfied.

California S7.479569

2001 01

2991 122

2901 03

2001 124

2002 01

2002 02

2902 03

2002 04

2003 01

2003 02

2003 03

2003 04

$51 9,220

$441494

$394.309

$340,1 98

$6r1,T1 S

0520,256

0760,447

0842,267

$729.745

0799,398

$îi,tb6

$097.779

Som 07,479,569

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7-28 Businessûbjects Web Intelligence XE: Report Design — Learner’s Guide

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The panel automatically changes to View Struclure mode displaying the structure ofthe report.

p;,re :,@ -6’; 6Lo- r l:ricr .366

=(Year] =[Quarter] =ISOI8S revenuej•• 35,,,,...

Sum: m(fSates revenuel)

E4; Se.iûn 71’te

5. Click the Data tab in the report manager.

6. Drag the Sales reveuue object and drop it on the y-axis of the chart.

7. Drag the Year object and drop it on the x-axis of the chart.The measure and dimension objects are positioned within the lemplate.

t.’,.

1

=[Yearj S

Yer Outer Sales revenue93,200,000

52 .809,090

92,400,900

92,000,009

0 1,690,000

41,200090

0800,000

54 00 .000

Year

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Navigating from section to section

To navigate from section to section


1. From the Report Manager, eijck Map.The Map tab displays all the reports and sections contained in this document. Inthe example, there is only a single report.

2. Click on the + to expand the Report 1 structure.

3. Click on Colorado to navigate to the section.The Document zone scrolls down to display the section selected wilhin the report.

Note: You can use the Map tab in the Report Manager to jump from one reportto another, as well as navigating from section to section. This feature is veryuseful when you have a large document with multiple reports and many sectionsto navigate through.

To delete a section

It is reconimended to use the View Structure mode to display the report structi.irewhen deleting a section.

[Vlew Siructure Ii. In Edit Report Panel, dick View Structure.The section dividers show the beginning and end ofthe section.

Start of

__________

L.section

=IStatel =(Quant,tv sold?

=Narned=Name0f=NameOf(IOu=[Yearl =[Quarter]’[Quantity sold]

EndofSection

2. Click the start or end divider line of the section you want to remove.

3. Press the Delete key.

4. To delete a section ccli, right-click the cel! and press the Delete key.


Enhancing the Presentation of a Report 729

Practice

Activity: Creating sections in a report

Objective

Use sections to organize information in a report.

Instructions

1. Create a new document showing Quantity sold by State, Quarter, and Year.

2. Insert sections on both Year and Quarter.

3. Inciude a sum for Quantity sold for Vear and Quarter.

4. Create an ascending sort on Quantity sold.

5. Position the Sum to display beside the Quarter section header.


2001 53,078

Q1 18,136

State Qwintty soldCalifornia 3509

Coloraclo 921

DC 1467

Florida 924

Ilflnois 1711

Massact]usBtts 1309

NewYork 3717

Texas 5278

Sum: 18,1313

16. Click View Structure and drag the “End of Section on: Quarter” down to expand

the section.

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S7-30 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

Q1 18,136

Ste Quariti(ysoklCalifomia 3509Colcra4a 921DC 1,407Florida 924Illinols 1711Massachusetis 609Now York 3.717Texas 5278

Sunl: 18,136

Save the document to your Favorites as Sections Practice.

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7. Insert a bar chart using the State and Quantity sold objects.


2001 53,078

Q1 18,136

Stake {QuantitysoktCalifomla 3,509 6,000

Colorado 921 5,000

DC t 467 4000Flaricta 924

3,000Illinois 1711 LMassachusetts 609 2,000

0Newyork 3,717 1,000

Texas 5,278 oSum 1 0,136 Ç’

cfrState

8. Duplicate the table and tum it into a pie chart.


2001 53,078

6.000

IdhIcj8Ç/

State

State• CuI,tornia

Coorad• DC• Fiand• illinwo

Masrchuretts• New ‘(ork• Tours

Enhancing the Presentation of a Report7-31

0Quiz: Enhancing the presentation of a report

1. What are two advantages of applying breaks to a report?

2. What are the differences between applying breaks and sections to a report?

13. What is the difference between a query filter and a report filter?

7-32 BusinessObjecs Web lntelligence Xl: Report Design — Learner’s Guide

Summary


• Create breaks to display infonnation

• Add calculations to reports

• Sort information in reports

• Create report filters to restrict data displayed in report

• Create sections

• Add blocks to report sections

• Create alerters

Erihanciog the Presentation of a Report 733

Notes


Lesson 8Formatting Reports

This section describes how to format the different elements that make up WebIntelligence documents: reports, tables, charts, celis and sections.


• View document properties

• Modify default table and ceil properties

• Format charts

• Format tables

Duration: 1 hour

8-1 BusinessObjecis Web Intelligence XI: Report Design

Document formatting

introduction

When you edit a report in the Java Report Panel, the Report Manager’s Properties tab

allows you to format all the elements in a document.

You can format your documents at various levels within the body of the report. The

example below shows where you point your cursor and dick, in order to select and

format each different report element.

Report

Looking at document properties

You choose which level you want to format in a document by clicking on the

appropriate part of a report, and then changing the default settings in the Properties

tab of the Report Manager.

To view document properties1

1. Open the Web Intelligence Sample document from the Public Folders> Web 1Intelligence Samples.

2. Click Edit from the toolbar Document menu.

3. From the Report Toolbar, dick the View Page Layout button.

The report is displayed in Page Layout mode andyou can now see the changes to

the report as you make them.

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•Table

• Ceil

hizi$3 KI914

- -

2OX $13232L6

@_ .-

r-rj’9 WC9 l4

4

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8-2 BusinessOljects Web Intelligence XI; Report Design — Learner’s Guide

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4. Click the Properties tab of the Report Manager.The Properties fab opens and displays the default properties setfor the entirereport.

PropertiesUme

IOrers by Country

f. AustrallaPaje Headers and Foote,s 0-

r Set heeder heigt In px

r Set footer helçØt I ii)ocument Propeities —---—------—O--

W9rOPej

OrdeCustomer Name I\mm

Bruce Bikes

Canberra Bikes..s..t .4.- r’4-.

- _. 7The title displayed in the Properties tab is Report Properties. The DocumentProperties are accessed by clicking the View Document Properties button onthis tab.

5. In the Page Headers and Footers zone, check the boxes and set the header andfooter height to 30 px.

Report Properbes- Name

Jorders by Countr’j

Heeders and Footers—---

J Set he’der height: 130 px

P Set footer heiht: 130 px

Note: The contents of the Properties tab changes to reflect the report element youhave selected. You can switch between these by simply clicking in a ceil withinthe table or anywhere outside the table on the document zone.

Forrnatting Reports8-3

Modifying the default report properties

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1The Report Properties tab bas four sub-tabs that you use to change the default

formatting of the report. You access each of these four sub-tabs by clicking the 1buttons that appear vertically on the left side of the Report Manager panel.

Depending on the button you select, you can modify the different settings for

different parts of the report properties. Each of these buttons is described in the table

below.

Button Description

[jReport Properties sub-tab- allows you to define the report name,

header and footer options and access the Document Properties tab.

( Report Format sub-tab - allows you to set the background color of

the report, and add images or hyperlinks in the report.

Report Page Layout sub-tab - allows you to modify the default page

margins, size and orientation.

Filters sub-tab - allows you to view any filters that have been applled

to objects in this report

8-4

To modify the report background

In this exercise, you will practice using a few of the options available to you for

formatting reports.

Continue using the Web Intelligence Sample report from the previous exercise.

1. Click the Properties tab of the Report Manager.

Note: Make sure that no element in the table is highlighted.

2. Click the Report Format sub-tab.

BusinessObjec[s Web Intelligence XI: Report Design — Learner’s Guide

1

1

1

1

1

1

1

1

1

1

1

The Report Format options display in the Report Manager.

j . Propees

ReportFormatM. Bkgruund

.j_. Colot:

C Image (URI) (— Skin

URL:

INoîmDispay.

Position, Left zJTop .ziLtyperhnks

___________0

Unvisited cdoi’: IDefauft .zJVisited color: IDefauft J

3. In the Background zone, select YelIow from the Color drop-down list to changethe color of the report background.

fi1 4. Click the Report Page Layout sub-tab.

pata J TijØJ5 Propertes 1 1Report Page Layout

Margins

Top: 76px

Bottum: j76 px

L&t: J76pxRight: 76 px

bt’ .Page Saze-—

Stze: JA4

Orier*atn: jortrit

5. In the Margins zone, change the Top, Bottom, Left, and Right Margins to 50 px.6. In the Page Size zone, select Letter from the Size drop-down list.7. In the Page Size zone, select Landscape from the Orientation drop-down list.

Formatting Reports8-5

1

1

1

1

1

1

1

1

1

1

1

18-6 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Gelde

1

The changes made to the reportproperties display in the document as shown

below.

Australia

OrderCustomer Name Amount holt Pric

Total Order amount

7,000

Brute’s Bikes $18 $18


Down Under Bikes $45 $15

KangerooTrikes $108 $54

Koala Road Bikes $64 $32

Peddies of Petlh $5,880 $2,940

Tasrnanian Devil Bikes $3306 $1653

Averaqe: $1,414 $742

1

1

S

S

S

S

8,000

5,000 -

t

4,000E4

.

3,000

1

Modifying the default table proporties

The Tables Properties tab has six sub-tabs that you can use to change the defaultformatting of the selected table. You access each of these six sub-tabs by clickingthe buttons that appear vertically on the lefi side of the Report Manager panel.

Depending on the button you select, you can modif’ the different settings fordifferent parts of the table properties.

These buttons are described in the table below.

Button Description

Table Properties sub-tab- allows you to define a name for theselected block, set the ceil spacing size, display headers and footersand other display options.

1 M Table Format sub-tab - allows you to set color and border definitions

L— for elements in the block.

Table Page Layout sub-tab - allows you to modify the position of theblock in the report and define page layout features specific to how longblocks are handled over multiple pages.

1- = Breaks sub-tab - allows you to set the priority of breaks in the table.2

Sorts sub-tab - allows you to set the priority or sorts in the table.2

p Filters sub-tab - allows you to view any filters that have been appliedto objects in this block.

To change table properties

In this exercise, you will practice using a few of the options available to you forformatting tables.

Continue using the Web Intelligence Sample report from the previous cxercise.

1. Select the table in the report by positioning your cursorjust outside a table until agray border appears, and then clicking the border.

Forniatting Reports 8-7

1

1

2. Select the Properties tab of the Report Manager.

The Report Manager Properties tab displays the Table Properties sub-tab.

J PfOftS Ma J 1Table Propertias

Hame —------—--—-——--—--Ø---

II5

Specrnq and Paddng —0--- 1Ce spacing: 1° px

— CdPdd 12px j 1Headers and Footer% --—0--

‘

l Show table headers

J Show table footers

Dtspt

r Avold row eggregaton 1I Show tabfe when empty

I Show ernptv rows

P Stow emty cofumrts

Help

3. In the Name zone, change the name of the block to Order Table.

4. In the Spacing and Padding zone, change the Ceil spacing to 5 px.

To change the table format


1. Select the table and dick the Table Format sub-tab in the Properties tab of the

Report Manager.

- 1 Tençes Propeffies

Table Format

..._Backtjround — 0

Cotor: IDefauft

ba (URL) r Skin —

URL

Dtsplay: INormal 1Positioft jLeft .ZJIT0p

Aflesne RowlColurnn Cobra 0-

Frequency

_________

Color: Icuom -

0 1W Apply to a sides

None •1

8-8 BusinessObjects Web EnteHigence XI: Report Design - Learner’s Guicle

1

1

Australia

Cuomer Name

Bruces Bkes

Canberra Bikes

Down lJnder Bikes

l<angeroo Trikes

Koala Road Bikes

Peddles ofPerth

Tasmanian Devil Bikes

i$18 $18

$480 $490

$45 $15

$109 $54

$64 $32

$5880 $2.940

$3306 $1653

To change the table page Iayout


1. Select the table and eijck the Table Page Layout sub-tab in the Properties tab ofthe Report Manager.

Data! tIm4Ja Pr0ettIeSIMI

Table Page Layout—

- Posdion: 0

_!..... Lelt: 2 px Top 148 px

Tveto: kione J. j- otJSed

—)Ie Page

-_____________

Tst&tc,nanewpage< r Repeat on every page

-Pd Le ----0-

T Avoid page breaks n bock

I Repeat header on every page

T Repeef fooier before a new page

2. In the Position zone, change the Left value to 30 px and the Top value to 50 px.

Note: Cicar the Relative to: checkbox if the Lcft value box is grayed out.

2. In the Background zone, dick Skin.

3. From the Skin drop-down menu, select Marble.The background ofthe table appears with a marble effect.

Total Or

11

Averaqe: $1,414 $742

Formatting Reports 8-9

8-10

The table is re- posilioned on the page.

Total Orderj

_______________________

t($18

$480

$15

1

-t

Modifying the default ceil properties

The Ccli Properties tab has five sub-tabs that you can use to change the default

formatting of the selected cel!. You access each of these five sub-tabs by clicking the

buttons that appear vertically on the left side of the Report Manager panel.

Depending on the button you select, you can modify the different settings for

different parts of the ccli properties.

These buttons are described in the table below.

BusinessObjects Web Intelligence Xl: Report Design — Leamer’s Guide

1

1

1

1

S

1

1

1

Australia

Customer Name

Bruces Bikes

Canberra Bikes

Oown Uruier Bikesr

£qIijlt

$18

$480

$45

Kangeroo Trikes $108 $54

Koala Road Bikes-

$64 $32

Peddles of Ferth $5,88O $2940

Tasmanian Devil Bikes $3.306 $1653

Average: $1.414 $742

--,.-

1

S

1

S

1

1

S

LI

1

S

Button Description

IJ Celi Properties sub-tab - allows you to change the text that appearsin a ceil. By default, the text of a ceil is either a variable name or thevalue name. You can also set the celi size, define the ceil text ashypertext link, and set the number format (currency, time, etc.)

Ceil Format sub-tab - allows you to format font size and color, ceilbackground color and skin, and add borders to the ceils.

4 Breaks sub-tab - allows you to insert and remove breaks, and format-- them for desired page layout.

.I_j Sorts sub-tab - allows you to set the default sort option, descendingor ascending.

Alerter sub-tab — allows you to edit, create and apply alerters to the

‘ selected ceils.

To view the celi properties

Continue using the report from the previous exercisc.


2. Click any detail row in the Order Amount column.A blue border appears around al/the cel/s in the column, to show that thecolumn ofdata is highlighted.

3. Click the Celi Properties sub-tab.The Report Manager Proper/les tab displays the Celi Properties sub-lab.

Dt8 J Tenlates Properties t “« 1Ceil Properties

L-Te*t

: J=:vcer.mourtj

J Specify width: 162 px

P Specfy height. j24 px

-Dî6pley

F Reed contents es:

nter tonn:

Currency

Help

To change the cel! properties

Continue using the report from the prcvious cxcrcisc.

1. Click any detail celi in the Order Amount data colunrn.

2. Click the Celi Properties sub-tab.

Forma hing Reports 8-11

1

1

3. In the Size zone, adjust the width to 100 px and the height to 30 px.The width and height of the cel/s in the column selected are updated to the s/zes

you specfied. 1Australia Total Order amcî

_____

4 1Customer Name 1 Order Amount

$181 $18


Down UnerBikes $45 $15 J— .. .. —

— L ,_ J ..

The change in width is applied to the coiunm specified only. The change ofheight has been applied to all ceils in the table, so that the table is visuallybalanced. You can also adjust the ccli width and height manually, by clicking and

dragging the celi borders.

Note: The default text for header celis is the variable or object name. The header

cdl names can be modified using the Fonnula toolbar which is accessed from the

Report toolbar.

To change the ceil format

Continue usiiig the report from the previous exercise.

1. Click any detail ccli in the Order Amount data column.A blue border appears around each ceil in the column selected.


IIInr f 1

1

1

1

r

1

1

1

1

1

1

2. Click the Celi Format sub-tab.

1 Properties Mep

Ceil Format

____

py To -—----—-—

SeIected Ceil j Rese

3Tet

__________

0

— Fort JAriel

IRegular .iI zir

Undertne

r Stnkethrough

Color: IDefauftVertfcel: JDefault

Horizontal. JDefauft

I:kri 0COlôf. IDefauft

kriage(URL) (Slcin

Displey Normal

Postioit ILeft .JTop d-Boder— 0

F7 Appyto aU sldes

Default ilDefaut j

3. In the Apply To zone, select Selected Cel! from the drop-down list to designatewhich group of ceils you want to format.

4. In the Text zone, select Bold from the Font drop-down menu.

5. In the Text zone, from the Color drop-down menu, select Blue.

6. In the Apply To zone, select Header Ceils from the drop-down list.

7. In the Background zone, select Black in the Color drop-down list.

8. In the Apply To zone, select Footer Celis from the drop-down list.

Forrnatting Reports 8-13

Customer Name Order Amount

To insert a free-standing cel!

In this exercise, you will use a free-standing ceil to insert page numbers in thedocument.


1. Click in the white area of the report.

2. Click the Templates tab of the Report Manager.

3. Click + to expand the Free-Standing Ceils folder.

4. Click + to expand the Page Number Celis folder.The Page Nuinber Celi templates are displayed in the Templates tab.

Teniptes

filt Psi:ioI EIerientsiii Report

+ Tables+ 11fl Charts— Free-Standing CeIls

+ Formula and Text Cells- Page Number Ceils

LJ Page NumberPage Number/Total Pages

LZI Total Number of Pages

5. ScrolI to the hottorn of the document to display the area of the report where youwant to position the page number.

6. Drag the Page Number template to the bottorn of the page and drop it in thepage footer.

9. In the Text zone, change the text to Bold, Blue and Font Size 10.The text in the selected cel/s isformatted with the options selected.

I1flHI

Bruce’s Bikes $18 $18


Down Under Bikes f $451 $15

KangerooTrikes $1081

Koala Road Bikes $641 $32

Peddies of Penh $5,8801 $2.940

Tasmanian Devil Bikes $3,3061 $1853

Average: $1,414 $742

8-14 BusinessObjects Web [nel1igence XI: Report Design — Learner’s Guide

The page numbers appear in your document.

II

Modifying the default section properties

The Section Properties tab has live sub-tabs that you can use to change the defaultformatting of the selected section. You access each of these live sub-tabs by clickingthe buttons that appear vertically on the left side of the Report Manager panel.

Depending on the button you select, you can modify the different settings fordifferent parts of the section properties. These buttons are described in the tablebelow.

Button jDescription

Section Properties sub-tab - allows you change the name of thesection and set display options.

( Section Format sub-tab - allows you to format the color backgroundof the section as well as change the skin or insert an image by linkingto a URL.

Section Page Layout sub-tab - allows you to position the section inrelation to the rest of the page.

Sorts sub-tab - allows you to define the sort priority.Z42

p Filters sub-tab - allows you to view any filters that have been applied- to objects in this section.


1

1

To select the section

In this exercise, you will practice using a few of the options available to you forforrnatting sections.

Continue using the rcport from the previous exercise. 11. Click just above the section header to select the section.

A blue line appears above the section header to indicate that the section ishighlighted.

2. Click the Properties tab of the Report Manager.The Seclion Properties dialog box displays. 1

Dt TempItes Properties k

Section Properties

Name -- - -----

— JSectlon 0fl: Country :

flisplay -—O-

— Consider section empty when

the following ere empty:

F=[Countryl

1 P=TotalOrderar

[j =rOrderAmoj.zi

P Show seetlon when empty

f Inciude sectlon in Mep 1

To change the section format


1. Click the Section Format sub-tab.

t t Properties

Sectlon Format

.!....esackwound —---—------ ---o 1Color: IDefaut

( Image (URL) r Skin 1DspIay. INormal

Position: ILeft .ZJITop _:J

2. In the Background zone, from the Color menu, select Dark Gray. 1The yellow background is replaced by a dark gray background.

3. In the Background zone, eijck Skin. i8-16 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

[

4.

5.

Formatting Reporis

Customer Name Order Amount

From the Skin drop-down menu, select Listing as the skin pattern.The selected skin pattern displays in the section background.

Australla TttaI Qrder giro

iim

Bruces Bikes $18 $18


1Down Under Bikes - $45 $15

KanerooTrikes $100 - - $54

— * 4,. .. — .. . . .,. . . . ......

Close the document without saving.

8-17

1

1

SPractice

Activity: Formatting Reports

Objective SFormat the different elements of a document.

Instructions S1. Create a new document showing State, Year, Quarter, and Sales revenue.

2. Insert a section 011 Year and Quarter. 53. Insert a sum total for each Quarter and Vear using white tcxt on a blue

background.

4. Insert a Vertical Group bar chart to show Sales revenue by State at the level ofQuarters.

2001

Q1

Slate Sales resenue

$8,096124

$2,660,700

_______________________________________

5800,000

CaIiforna $51 0,220 $700000

Colorado $1 31797 5600,000

DC $200324 :::Florida $1 37,530 5300,000

IlPinols $256454 $200000

MassachLisetts $92506$100000 -

New York $555903 .,o , , ,.

,4. $Teras $750796 k’ “ ‘

Sum: $2000700

I1 5. Save the document to your Favoritcs as Formatting Reports.

6. Insert another report in the same document showing Sales revenue by Vear,Quarter, and Month.Hint: You’ll need to add Month to your data provider.

7. Insert a break 013 Year and Quarter.

8. Insert a surn on Sales revenue.

9. At the report level, change the margins to 100 px with a landscape pageorientation.

10. At the table level, format the alternating rows to display in light yellow.


S

S

S

State

S

1

S

S

1

1

11. At the cel! level, adjust the column widths of all columus. Display the year valuein bold red text with a yellow background.

Your table should look like the example below.

Report Title

Year Ouarter Mnth Sales revenue

2001 01 1 $1003541

2 $630073

3 $1027085

01 Sum: $2660700

(ear Quarteî ionth Sales revenue

02 4 $895260

5 $865615

6 $517819

Q2 Sum: $2278693

‘fear Oiiarter Month Sales revetuie

03 7 $525904

8 $1 73756


1

1

Formatting charts1

Introduction1

Like reports, tables and celis, charts are composed of a number of elements that canbe formatted separately. Web Intelligence XI provides all the chart formattingfeatures that you are familiar with when creating professional reports.

In this section of the lesson, we will explore a few of the chart formatting featuresthat are available. 1

1Looking at the chart properties

1To look at the chart properties

1. Open the Vertical Tables document. 12. Click Edit from the Document menu on the toolbar.

The Java Report Panel opens and displays the document.

3. Insert a new report into the document.

4. Drag and drop the Vertical Grouped Bar chart template in the new report.

5. Add the Sales revenue, Year, and State objects to the chart by dragging themfrom the Data tab. [

View Resuts 1 6. Click View Resuits.The new chart displays as shown below.

$4 ,0 .000

$4000000 1a $3,0,000

$3.000.000

$20,0Q0

$2000000$1,0,000 1$1.000.000$0 .000

$

o_

1State

7. Click in the bar chart to select the chart. 1A blue border appears around the chart to indicate that is highlighled.


1


The Properties tab opens and displays the default properlies setfor the chart youhave selecied.

D Tenies Properties

Chart Properties

Blocki

Siie 0

I288PHegtt 1230px

—DlspIy

r Avold duplicete row agreetion

J Show chrt when empty

r Axis legend

W3oiook

The Chart Proper-ties tab has five sub-tabs that you can use to change the defaultformatting of the chart. You access each of these sub-tabs by clicking the buttonsthat appear vertically on the left side of the Report Manager panel.

Depending on the button you select, you can modify the different settings fordifferent parts of the chart. These buttons are described in the table below.

Button Description

Chart Properties sub-tab- allows you to define the chart name, thewidth and height of the chart and display options.

( Chart Format sub-tab - allows you to apply color, border, and fontdefinitions to the chart title, data, axis labels, legends and more.

Chart Page Layout sub-tab - allows you to define the position of thechart in relation to other page elements.

1 ri 1 Sorts sub-tab - allows you to set the priority of SOrtS in the chart.

p Filters sub-tab - allows you to view any filters that have been appliedto objects in this report.

Formatting ReporLs 8-21

1

1

1Formatting a bar chart

In the previous exercise, you highlighted the bar chart and opened the ChartProperties tab in the Report Manager. 1In this exercise, you will practice using some of the options available to you forforrnatting charts. To make this chart more attractive and easier to read, you will:

• Reduce the font size of the Sales revenue values so that they are more in line withthe rest of the chart.

• Modify the size of the chart.

1To change the font size of a chart element


IJ1 i. Click the Chart Properties

2. In the Size zone, adjust the chart Height and Width so that it is visually moreappealing. Set the width to 800 px and the Height to 300 px.

Click the Chart Format sub-tab.

Data Ten,Øes ProPerties[j 1

______

Chait Format

AppIyTo

*

jCha 3-1ackground

_____

— Cotor: IDefauftBder

INone .rJ ‘I [Wfl(s)

__________

Ø

I Show tloor Icutom J

4. In the Apply To zone, select X Axis Values from the drop-down list.The dialog box is dynamic and displays the dfferent format options available foreach chart element.

5. In the Text zone, adjust the default font size to 6 points.

1

18-22 I3usinessObjects Web Intelligence XI: Report Design — Learners Guide

1

The values selecled are updated to reflect the changes.

$4$D0,000

$4000000

000

$3000000t

$230,000

$2000000

$1J0000

.1CnI?.,rn Cbr, Fbrk III,rn N..w%,k Te,

State

To display the value for each bar


1. In the Apply To zone, select Chart Data from the drop-sown list.

2. In the Data zone, select Show data values.The data values appear above each bar in the chart.

$4,0000 .

$4000000

$30000

s,oooooo

$20,000

,$2,00O,000

si,o,ooo si:

$1000000

$0,000

$0



1

1

1Formatting a pie chart

In the next section, you will format a pie chart to make it more attractive and easiertoread. 1

To display the axis legend 1Continue using the report from the previous exercise.

1. Insert a new report into the document.

2. Drag the Pie chart template onto the report.

3. Add the State and Sales revenue objccts to the template placeholders

J View Resuits 4. Click View Results.The pie chart displays in the report as shown below.

State• California• Colorado

• DC

• Florida

• IllirioisMassac husetts

• New York• Texas

revenuo

5. Click in the pie chart to select the chart.ii blue border appears around the chart to indicate that is highlighted.

6. Click the Properties tab of the Report Manager,The Properties tab opens and displays the default properties set for the chart youhave selected.

TenIe Propertie

Chart Propertes

_Neme 0

1810ck2

—Sze

Mdth- [288 px -

Hei9ht J230 px -

r Avoid duplic,te row aggregaton

P’ Show chtt when empty

P Ads legend Right j

8-24 BusinessObjects Web lntelligence XI: Report Design — Learner’s Guide

1

7. In the Size zone, adjust the Height and Width of the pie chart. Set the height to400 px and the width to 300 px.

M_18. Click the Chart Format sub-tab.

9. Select Chart from the Apply To zone drop-down list.

10. In the Wall zone, change the show floor color to yellow.

11. In the Apply To zone, select Chart Data from the drop-down list.

12. In the Data zone, select Show data values.The changes made to the Pie chart properties disp/ay as shown below.

82,961,950-_.--...---_—-—-._i f—---———-—----—----—-$2060,275—-

- L r—-$T47956933.022658——31,283.707—

1 State1 CeIiforna

1 I Coloredo100•• Illinojo

Mareachutts• New York

$7,582.221—___._ F 1 Texo

$1O,l1764

To display the data values in percentages


1. Click the Chart format sub-tab.

2. In the Apply To zone, select Chart Data from the drop-down list.

3. In the Data zone, select Show as percentages.The percentages appear as labelsfor the pie seclions.

8.14%---— -.-————------, ——--—————----•566%———- -20.56%

8.31%-—353%—

State

• Celitornio

• Colorodo• DC• Florrdo•

Moachunetft• New York•

20&4’i‘——2781%

Experiment with the different fcaturcs availabic in Web Intclligcncc forformatting charts.

4. Closc the document without saving.

Sales revenue

Sales reveiiue


S

SPractice

Activity: Formatting charts

Objective SFormat a chart in a document.

Instructions S1. Create a new query with Quantity sold, State and Year.

2. Add a Query Filter to the State object for California, Colorado, and DC. S3. Run the query.

4. Drag the Vertical Grouped bar chart template onto the document on top of the [vertical table.

5. Format the Vertical Grouped bar chart as follows:

• Adjust the width and height of the chart.

• Display the legend (Years).

• Remove the axis names State and Quantity sold.

Your chart should look like the example below.

20,000

13.000

16,000

14,000

12.000 -Year

10000B 2001

20028,000 • 2003

6,000 S4,000

2,000 fiCaiifornia Colcuido

S

S

8-26 BusinessObjects Web Lntelligence XL Report Design — Learner’s Guide

1

1

DC

6. Insert a new report and create a Vertical Stacked area chart showing Quantitysold by State and Year. Format the chart as follows:


• Display the legend to the left of the chart

• Rernove the axis narnes State and Quantity sold.

• Show the chart grid.

• Show the chart data values in a bold, dark blue, 10 point font size.

• Add a chart title of Vertical Stacked Area Chart


Verlical Stackeci Area Chari

17.769

40,000

Year 30,000S 2001

S 2002

• 2003 20,000

10,000

0C,Iifornio Dc

7. Insert a new report and create a 3D Pie chart showing Quantity Sold by Year.Format the chart as follows:


• Show the quantity sold data values as percentages.

• Create a background color of dark gray and quantities sold chart data in white.


Year

a 2001

2002

2003

11.1

colorado

1

Quantity sold

Fornlatting Reports 8-27

0 Review

Quiz: Formatting reports

1. What part of the Report Manager is used for formatting a document and itsreports?

1

2. How do you access the default properties for the report section you want toforniat?

3. What sub-tabs are available in the Properties tab of the Report Manager toformat a celi?


Summary


• View document properties

• Modify default table and ccli properties

• Forrnat charts

• Format tables

Foririatt.ing Reports 8-29

Notes


Lesson 9

Creating Formulas and Variables

This lesson describes how to use formulas to display information or calculate datathat you cannot retrieve by using the existing objects in the universe. It also explainshow to define a formula as a document variable, so that the formula is available foruse in other reports and blocks of data in the document.


• Create simple fonnulas

• Create variables based on fonnulas

• Edit and delete variables

• Create variables to capture user responses to prompts

• Use document functions to save document information in reports

Duration: 1.5 hours


1

1

Formulas and variables1

Introduction

1You can add custom calculations to reports by writing a formula that WebIntelligence evaluates when you run the report. A formula can consist of base reportvariables, functions, operators, and calculation contexts. You can create formulasdirectly in a report celi, but it is often better to save a formula as a variable. Bysaving a forrnula as a variable you can reuse it throughout the reports in a document 1without needing to retype it.

1Formulas

You can add formulas in Report Panel’s Structure View in two ways:

• Type or drag and drop the formula components into the Formula toolbar.

• Use the Formula Editor to build the formula.r

The first way is more suitable for experienced users. 1f you are not familiar withformulas, you should use the Formula Editor to build them. The Formula Editor is aninterface that allows you to select the different components of your formula(operators, objects) and add them to it.

Variables

1f a formula is complex, you can use a variable to sirnplif’ it. A variable is a formulasaved under a name. By using variables, you break a complex formula down intomanageable parts and make it much easier to read. Using variables also heips ensurethat the process building formulas is much less error-prone.

Another advantage to using variables is that you can reuse the formulas withouthaving to enter them each time. Variables are defmed according to the forrnula youenter when you create them, but they behave like standard objects in the query and 1document. They are saved in the document and so can be used in any report withinthe document.

Variables are useful when:

• You want to use a formula repeatedly.

• You want to use the sarne formula in different b[ocks and on different report tabswithin a document.

19-2 BusinessObjeds Web intelligence Xl: Report Design — Learner’s Cuide

1

Using formulas and variables

Introduction

There are many different reasons why you may choose to create variables and defineformulas that calculate and display data in your report that you cannot retrieve usingthe objects in the universe.

In this section you leam three methods for creating new variables and theirassociated formulas:

• Creating a variable that captures the users response to a prompt when he or sherefreshes the report, and then displays that value in a ccli or other element in thereport.

• Creating a variable by inserting a new column in a table, and then creating aformula to project data in the column.

• Using document functions to create a variable that displays information aboutyour document, such as the author and document name in a report.

Creating a variable as a response to a prompt

In the following exercises, you will build a report that shows quarterly sales revenuewith a prompt that requires you to select the state each time the report is refreshed.You will also create a formula that will display the name of the state in the reporttitle, regardless of which state is selected each time.

This formula will mean that the title is modified automatically, depending on whichstate the user specifies.

To create a prompted filter in a report

1. In the Java Report Panel, build a query using the eFashion universe, and selectthe Year, Quarter and Sales revenne objects.

Resui

j Quarter 1 Sales revenue

2. Add a condition that prompts the user for State.

Filters

1 State Equal to (State Equel to:”)J

Q Run Querv 3• Click Run Query.

Creating Farmulas and Variables 9-3

The Prompts box opens, displaying the list ofvalues returnedfor the selectedobject.

4.

115

Double-dick on California.

Click 0K.The report displays with a ceil called Report Title.

Report Title

2001

2001

2fl fl1

Q1

Q2

$51 9220

$441494

q4 :lflq

Ust of Vehies

C&ifornlaCoIordoDCFordoIlUnols.MassachusettsNew York:Texeo

Hp 01< CiceI

Year IQuarter Sales revenue

9-4 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guido

To create a formula to capture the response to the prompt

You will now create a formula that will display in the report title the value of theobject selected in the prompt.


1. Click the Report Title ceil.

E1 2. Click Show/Ilide Formula

The formula toolbar appears above the document zone.

,j X Report flie

Report Title

h,cq.

2001 Q1

2001 Q2

nni

Quarter Sales revenue

$51 9,220

$441494

q4

3. Click Formula Editor.The Formula toolbar expands to display more options.

.iX ReportT,tIeI

A.i1dJ. rf.nI. Op.s 4o

i Query 1- eFashton JAII .±. -

J Vuriubles ..J Aggreate j.J Character• J Date &Time* Document zJ

In this Editor, you define the characteristics of a formula, by selecting objects,functions and operators from the drop-down lists in the Editor. The Report Titleceil is also displayed at the bottom of the formula editor.

4. Backspace to delete Report Tule.

5. Type = (cqual sign) to start the formula definition.

6. Type (inciuding the quotes) “Quarterly Revenues for”

7. Under Available Operators, double-dick + (plus sign).

8. lJnder Available Functions, eijck + to expand the Data Provider folder.

Creating Formulas and Variables 9-5

1

1

9. Double-eijck UserResponse.The mouse pointer is automatically positioned between the parentheses thatappear after User Responsefunction. 1

=“Quarterly Revenue for “+ UserResponse()

10. Within the parenthesis, type the prompt text: “State Equal to:”.The text must match the prompt texi exactly and is case sensitive.

Ciick Validate to check the syntax of the formula.The Report Title ccli in the document zone dispiays the title you created as a 1formula and also displays the value of the object you last selected in yourprompt.

Quarterly Revenues for California

u12. Refresh the report selecting a different state. Notice that the title updates

automaticaily.

13. Save the report to your Favorites as Formulas & Variables.r

To define the formula as a variable in the document

You are now going to turn this formula into a variable, so that it appears in the Data 1tab of the Report Manager and is aiways avaiiabie in the document.

Continue working with the Formulas & Variables document.

1. From the Formula Editor, ciick Create Variable.The Create Variable box opens.

Creale Variabe

Nrne:

__

Quit ( 1 1t Meure

t

Fornitia e&rue. r * L:erRep-s( n.e Equ

J1 11 c

___________

9-6 BusinessObjects Web Inte[ligence Xl: Reporl Design — Learner’s Guide

1

1!

2. In the Name field, type State Title.

3. Under Qualification, dick Dimension as the type of formula.

r:::::.::il 4. ClickOK.

The formula is given a Variable name.

X v 1 =[State Title]

5. Click Formula Editor to closc the

S Retresh oaJ 6. Click Refresh Data selecting New York as the state.The title changes to reflect the name ofthe new value selected.

Qiiarterly Revenues for New York j

Year Quarter Sales revenue2001 01 $555883

2001 02 $479862

2001 03 $257,1 14

2001 04 $374637

2002 01 - -- $683.871

—..—— . .. ._. — Ç’Ç)

7. Save the document to your Favorites as FormuLas & Variables.

To check the variable in the document

As we discussed earlier, after a variable has been created it is available for usewithin the document. You are now going to verify that the new variable is available.

Continue using the Formulas & Variables document.

1. In Edit Report pane, dick the Data tab.

2. Expand the Variables folder.The new variable, State TUle, appears in the list ofvariables in the Data (ah andcan be used in the same manner as universe hased objects.

— ,ji Document— Query 1 - eFashion

1 Quarter1 Year

L Sales revenue- Variables

1 State Title


1

1

1Creating a variable by inserting a column in a table

In this scenario, you want to display the tax calculated on sales revenue. This is notan object in the eFashion universe, so you cannot display the calculation in yourreport without creating a formula to perform the calculation yourself.

You want to create the formula, but you also want to define it as a variable so thatyou can use it whenever you open the document to refresh the data, or insert new 1reports or blocks.

To insert a column for the new variable


1. Click one of the detail rows in the Sales Revenue coluniri.A blue border appears around all the celis in the column to indicate that you 1have selected the column.

2. Click the arrow next to Insert Row Above.A drop-down menu appears that allows you to insert columns before and after orrows above and below the cell you selected.

Insert column before

Insert column after

l Insert row below,_ Insert row above

3. Select Insert column after.A column is insertedfust to the right of the Sales revenue column.

Quarterly Revenues for New York

Vear Qiiarter Sales revenue

2001 Q1 $555983

2001 Q2 $479962

2001 Q3 $257114

2001 Q4 $374637

— .‘—4__. -—(• Q74 — .._ — 1

4. Click the colurnii header to select it. 15. Click the Properties tab in the report manager.

The Cel! Format sub-tab appears hecause the colwnn heuder you selecied is a

eelt.

19-8 BusinessObjects Web Tnefligence XI: Report Design — Learner’s Guido

S

1

6. Click the Ccli Properties sub-tab.

The Celi Properties sub-tab opens.

Tm Propetties L Map)

Celi Properties

Sie ---- 0— P Specfy width: 1108 px

W Specty height: 124 px

[1i$phy— ---. ---- 0

r Read cntents as: -Iypeti,k j

Number lormat:

Default

7. Under Text, type Sales Tax.

8. Click anywhere outside the Celi Format box to accept the new text.The new name displays on the new column or row header. This will also be thename ofthe new variables you are creating.


Year Quarter Sales revenue Sales Tax

2001 01 $555983 *

2001 02 $479962‘)0fl4 — ,_ _ _,... — .__ Ir flC 7 1-4 / * — .. . —

Creating Formutas and Variables 9-9

1

1

1To project data from the new variable into the column

In this scenario, you are going to define tax as a percentage of sales revenue. 1Continue working with the Formulas & Variables document. 11. Select any data cdl in the Sales Tax column.

A blue border appears around all the ceils in the column or row to indicate it is

highlighted.

2. Click Formula Editor to define the formula for the data you want to display in

this new column. 1The Formula editor opens fust above the document zone.

ixvi

AaebIe Objccs AaiI*ble Functon Ae.b4e Opeofs

I ouery 1 - eFashion E Data Provider-

* tiD Variables DataProoidar0 LastExecutionDate J

LastExecutioriTime )1±1 UserResponse J

d.fr p uddee (epUandir .(ring pro,viØ)

Re1eti respse toe çwoeipt

-

L.cioaej Help

Year Orarter Selesrevenue Sales Tac

$55598312001 Q1

3. Under Availabie Objects, dick + to expand the Query 1 - eFashion folder.

4. Double-dick to select Sales Revenue.The object selected appears in brackels in the formula field.

,i X v’ =[Sales revenue]I

5. Under Available Operators, double-eijck * (asterisk).

The operator is added to the for,nula.

$11 X revertue] *

6. Type 0.175 to define the tax rate.Your formula should look similar to the one below:

,I i X H1revenuel 0.175


1

11

j

1

1

1

1

1

1

1

1

REl 7. Click to validate the formula.

c0 1 8. In the Formula Editor, eijck Close.The Formula Editor closes and the report is displayed again in the documentzone. The new column or row displays data that reflects the value you defined inthe formula.


To define the formula as a variable


1. Click on any detail ceil in the Sales Tax column.

[] 2. Click Show/Hide FormulaThe Formula Editor opens.

Lil 3. Click CreateThe Create Variable box opens.

Vjt,It 1idici

Name:

Quicon ( 1 Dimenson

r . M.eei,e

C

Forrrd.ia

-

0K Ic 1 t

4. In the Name field, type Tax as the name of the variable.

5. Under Qualification, select Measure.

Year Quarter Sales revemie Sales Tax

2001 01 $555983

2001 Q2 $479962

2001 03 $257,1 14

2001 04 : 374637_L2002 01 -- $683971

•._.._fl’t.. . .

$97287

$83993

$44.995

$65562

$119695


1

1

6. Under Formula, check that the formula is correct.The Create Variable window should look similar to the one below:

-1

jVariibe

Qualiticetlon: r Dmension

( Mesure 1Detad

FonwJe. -tS-5I.Ie’/enue’C 175

04< Carcelj Help 1

_____

1I:zzz.z1 7. ClickOK.

Close 1 8. In the Formula Editor, dick Close.The Formula Editor closes and the repori appears in the document zone.


9-12

1ii.

Ii Quarter Sales revenue Sales Tax

01 $555983 $97,29!

Q2 $479962 $83993

03 $257,1 14 $44995

04 $374637 $65562

01 t $683971 $11 9,695

.. _—.—ac’n’ El 1 ei ‘i 1

9. Click the Data tab in the Report Manager

10. Expand the Variables folder.The new measure object, Tax, you fust created appears in the Variables folder 1aiong with the other variables.

Save to your Favorites folder as Quarterly Revenue.

1

1BusinessOhjects Web Intelligence XI: Report Design — Learner’s Guide

1

2001

2001

2001

2001

2002

“fl1

Modifying and deleting a variable

To modif’ or delete a variable, start by selecting the variable in the Data tab in theReport Manager.

To modify a variable

Continue with the Quarterly Revenue report.

1. Right-click the variable Tax.

2. Select Edit Varfable.The Variable Editor opens and allows you to change any aspect of the variableyou choose.

Change the sales tax from 0.175 to 0.06.

Click to Validate the formula.

3.

4.

Click Save.A window opens asking you to confirm the modijication to this variable.

2siWeb Intelliçjene

Are you sure you wart to modify tNs vble?

FLiI No j

1 Vee 1 6. Click

Close 7. In the Formula Editor, dick Close.The Formula Editor closes and the report appears in the document zone with theupdated sales tax.


2001 Q1 $555983 $33359

2001 Q2 $479962 $28799

2001 Q3 $257,1 14 $1 5427

2001 Q4 $374637 $22478..,.,---.

.- b. .*. *. .. •.- 1

Year Quartet Sales revenue Sales Tax

Save


To delete a variable

1. Right-click the variable Tax.

2. Select Delete Variable.

A message box warns that this variable is used in reports in this document.

This vari,le is usecf fri reports irithi document. Are you sure

you want to delete It?

ves_J No

Yes 3. Click Yes to delete.

Notice that the Sales Tax values are removedfrom the report.


Year Quarter revenue Jaies Tax

2001 01 $555983

2001 02 $479962

2001 03 $257,1 14

2001 04 $374637

E

9-14 BusinessObjecls Web Intelligence Xl: Report Design — Learner’s Guide

r

Creating a variable from document functions

You can use Document functions to create a variable that displays information about

your document, such as the author and document name in a report.

In this scenario, you will use the same document you have been working with in the

previous exercises to display the document name and its author in the report.

To display the document name as a variable in the report

Continue with the Quarterly Revenuc report.

1. Click the Templates in the Report Manager.

2. Expand Free-Standing Celis.

3. Expand Formula and Text Ceils.

0a Tenwlees qpsi•s 1 Mq

— Ti Report Elements

+ Tables1 Ila Charts* Free-Standing Cells

— ll Formule and Text Celiso Blank CelIO Drill FiltersO Last Refresh DateO Document name

# lj Page Number Cells

4. From the Formula and Text Celis options, drag Blank Ceil onto the document

zone wherc you want information on your document displayed.

Quarterly Revenue for New York

____________

Ye& Guarter Sales revenue Sales rax

2001 01 $555983

2001 02 $479962

2001 03 $257114

2001 04 $374.637

2002 01 $683.971

2002 02 $692513

rIn7 t 5F

5. Click the blank ceil and expand it to make it larger.

6. Click Show/Ilide Formula Toolbar.The Formula Toolbar appears above the document zone.

II1 7. From the Formula Toolbar, dick Formula Editor.The Formula Editor opens.

8. Under Available Functions, expand the Document folder.

Creafing Formulas and Variables 9-15

9. Double-eijck to select DocumentAuthor.The function selected displays in theformulafield.

i X 1

110. Click Validate.

_____

1Close 1 11. In the Formula Editor, dick Close.

The Formula Editor closes and the new celi in the document zone displays thedocument’s author.

Quarterly Revenue for New York Administrator

Year Quarler Sles revenue j Sales Tax

2001 Q1 1 $555983

2001 Q2 $479962

2001 Q3 $257,1 14... — — hASê— -. — -

9-16 BusinessObjects Web Intelligence Xi: Report Design — Learner’s Guide

To display the author’s name as a variable in the report

Another way to insert document information into a report is to use the documentinformation celis from the template tab.

Continue with the Quarterly Revenue report.

1. Click the Templates in the Report Manager.

2. Expand Free-Standing Ceils.

3.Expand Formula and Text

Data Templates Map

E ‘t Report Elements

t; Tables+ lia Charts- Free-Standing Celis

— Formula and Text CeilsO Blank CeIlO DrilI Filters0 Last Refresh DateO Document name

t lÔ Page Number Cells

4. From the Formula and Text Ceils options, drag Document Name onto thedocument zone where you want information on your document displayed.

Quarterly Revenue for New York Administrator

Quarterly Revenue‘kar fluarter sales revenue jsales Tax

2001 01 $555.983 —

“.‘ -s e.--—e .. .a. - - -., —— —

Creating Formutas and Variables 9-17

1

1

1Practice

Activity: Creating formulas and variables1

Objective 1Create a new document that inciudes a table, prompt, ratio formula, variable, andtitle ccli to display the resuits from the prompt. 1Instructions L

1. Create a new document showing Margin and Quantity sold by Product Line.

2. Add a column to the table. 13. In the new column, create a formula to display the ratio for Margin and Quantity

Soid. (Ratio MarginlQuantity Sold) 14. Format the column celi header to display Ratio.

5. Save the formula as a variable.

6. Create a prompted filter on State.

7. Insert a formula in the report title ceil to show the State chosen from the prompt.Refresh the document for New York.

Your resuits should look like: 1Data for: New York

Lüies Ouantftysod Margin Ratio

Accessories 14,509 $886097 6107

City Skirts 443 $30,01 EI 67.74

City Trousers 500 $25584 50 26

Dresses 4,442 $271614 61.15

Jackets 811 $57762 71 22

Leather 11 9 $1 0,290 66.39

Outerwear 2305 *129,736 5628

Overcoats 531 *48,871 92.04

Shirt Waist 4,312 $31 2,406 72 45,_j

c

.__.. 11 fin

8. Save the formula as a variable.

9. Create a ccli showing the name of your document in the report headcr. 110. Save the document.


0Quiz: Creating formulas and variables1. Describe the two ways of adding formulas to a report.

2. What are the advantages of using variables?

3. How do you chcck a formula to make sure the syntax is valid?


1

1

1Summary

Afler completing this lesson, you are now able to:

• Create simple formulas 1• Create variables based on formulas

• Edit and delete variables

• Create variables to capture user responses to prompts

• Use document functions to save document information in reports

1

1

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1

1

1

1

1

1

1

1

1

19-20 Businesso)bjects Web Entelligence XI: Report Design — Learner’s Guide

1

1

Lesson 10Analyzing Data

This section describes how to create documents that you or other users can analyzein drili mode.

When viewing data at a high summary level, you may also want to analyze the dataat lower levels to identif’ the trends or reasons behind that data. By drilling throughdata, you can quickly and precisely move through data hierarchies to view details atlower levels.


• Create a drillable document by defining the Scope of Analysis in the document’squery

• Navigate a drillable document

• Take a snapshot of your analysis in the Java Report Panel

• Drili in charts

Duration: 1 hour

1O- BusinessObjects Web Inlelligence XI: Report Design

Analyzing the data cube

Introduction

Conveitedto SQL

R esut

1

1

1

1

1

1

0-2

Each of the columns in a table represents an axis in the cube. You can edit the

document by swapping and manipulating the data within the cube on any axis. When

you swap or change data between different axis, the new result is again proj ected as

a flat table in the resulting document.

The data stored in the cube allows you to create a report that corresponds to your

business needs without having to send another query to the database.

1f you want to add information to the document that is not in the cube, then you must

add the object to the query and run the query again to get the new information.


1

1;

1

1

1

1

1

1

S

The data that is returned by a query is stored in your document. It is convenient to

visualize the returned data as being organized as a cube. In your document, the data

is displayed as a table. The table is a flat two-dimensional view of the data cube.

Your dientkstlon

essObjects

1 ServerEnterpnseDtebse

r.

4 4e,cited toextrct date

1

1

S

S

S

e What is a Scope of Analysis?

The scope of analysis for a query is extra data that you can retrieve from thedatabase to give more details on the data returned by each of the objects in a query.This extra data does not appear in the initial document results, but it remainsavailable in the data cube, so you can puIl this data in to the report to allow you toaccess more detail at any time. This process of refining the data to lower levels ofdetail is called drilling down 011 an object.

In the universe, the scope of analysis corresponds to the hierarchical levels below theobject selected for a query. For example, a scope of analysis of one level down forthe object Year, would include the Quarter object, which appears immediately underYear.

-1

You can set the scope of analysis level when you build a query. It allows objectslower down the hierarchy to be inciuded in the quely, without thern actuallyappearing in the Resuits Objects pane. The hierarchies built in a universe allow youto choose your scope of analysis, and correspondingly the level of drili available.

You can also create a custom scope of analysis by selecting specific dirnensions inthe Scope of Analysis pane.

Lfln.

Yer

Quait -

MoIi

Ses revcnue

1 1 1

Store City Ste1

Analyzing Data 10-3

S

Drilling in Web Intelligence documents

Introduction

The term drili mode in Web Intelligence refers to two related activities:

• setting up a Web Intelligence document so that you and other users can analyze Sthe reports in drili mode

• viewing the document in drili mode, either in the Web Intelligence Report Panel Sor in InfoView, and analyzing the data at different levels of detail

In lesson 3 of this course, you learned how to work in a document that is drillable. Inthis section, you will learn how to create documents so that they are drillable, byyourself or by other users.

1Building a drillable document 1

You can only build drillable documents if your Business Objects supervisor hasauthorized your user account to use Analysis features.

1To build a drillable document

1. Create a new document with the Year, State, and Sales revenue objects.

2. In Edit Query panel, dick the Show/Hide Scope of Analysis Pane button.The Scope ofAnalysis zone opensjust below the document zone in the JavaReport Panel.

3. Resize the Qnery Filters pane and the Scope of Analysis pane by clicking anddragging the borders so that you can view the objects displayed there. By default,the level of the scope of analysis for this query is set to None.

S

1

S

1

10-4 BusinessObjects Web Intelligence XI: Report Design — Learner’s Guido

r

The Scope ofAnalysis pane displays the hierarchical dimension objects from theResult Objects pane.

- j[EddQueYU RunLuer

___

___________

Note: The objects inciuded in the Scope of Analysis pane are the dimensionobjects in your Resuits Objects pane that are part of a hierarchy in the universe.

4. Click the Hierarchies radio button located below the Data tab pane.The Hierarchies view shows all the pre-defined hierarchies that have beendefined in the eFashion universe.

Debr— Hierarchies

÷-‘1 Time period+ 1 Store+ j Products

Ye J 1te J 4srerevenLieI- $leFashion

* t Time periad—‘ StoreI State1 City

• 1 Store name* I Slore details

? Sales tinor size?7 Owned storea? Stares with loOg opentn h

• rI Product* 1 Promotiane- Measures

3 Sales evsnuea Quanttty sold. Margin.a ..

4!

T ‘Ie rnq-,- rt rrlri*riç’ehefler• TtTI(I

T tot Mey

Veer

9 State

. rouenJ

f All Qbjects (

5. Ctick + to expand the Time period hierarchy folder.

Analyzing Data 10-5

S

1

All the dimension objects that have been linked in the Time period hierarchy

appear.

DaIPropeflesl1

— HierarchiesTime :‘erioc1J Year

•1 QuatterMonthWeek

J Holiday (y/n)+ j Store+ ‘i Products

6. Expand the other hierarchy folders to see how the universe objects are organized

in hierarchies.

7. In the Scope of Analysis pane, dick the drop-down arrow to display the menu

options.A list of levels appears in the drop-down list.

Scope of Analysis

Veer

State

Nne

1

S

1

1

1

1

1

________

One level

Two levels

Three levels

Custom

8. Select Three levels from the Scope of Analysis drop-down list.

All the ob/ects that are three levels down in the Time period hierarchy and in the

Store hierarchy automatically appear in the Scope ofAnalysis pane.

Scope of Asl jThree levels

Veer J Quarter 3 Month ) Week iStete ,cyl Storenamel

When you run the query, only the values for Year, State and Sales revenue will

appear in the table that is generated. The remaining objects will be inciuded inthe Result Objects pane.

The document will contain more data than shown on the report. The query will

retrieve values for aLl the objects in the Scope of Analysis pane. That data will be

available for your analysis, though it is not displayed immediately in the tabic.

®RunQuerv 9. Click Run Query.


The Edit Report panel opens and displays the values retrieved in a vertical table.

— 31 Document- Suery 1 eFashion

1 City1 Munth1 Quartet1 State‘1 Store noten

1 Week

1 YearSales revenun

,J Varialries

2001 2002 2003

California

Coloiado

Dc

FIorLa

Ilhnois

Massachusetts

Lw York

Texas

13. Save the document to your Favorites as Drill Report.

State Safe imm

41

— 64It(2uery OriltRepart 4jRurreah oua ÇReport

- i.: srn— — — ——

-

ReportTltle

2001 Califorrira 01,704 211

2001 Colorarja 0440,302

2001 DC 0003.211

2001 Floriria $405965

2001 IllInois $721914

2001 Mossachusetts 0230,019

2001 New York 91,897,59k

2001 Texts 92,199,677

2002 California 92,752,650

2002 Coluraito 9708,359

2002 DC 01,210.158

Note: The objects listed in the document’s Data tab inciude all objects referencedby the level chosen for the scope of analysis. The values returned by thoscobjects are not yet projected in the report but are available in the document fordrili down.

Tip: In most circumstances, it’s more effective to usc a crosstab table to displayinformation for drilling.

10. Click outside the table to highlight it, right-click the highlighted gray borderaround the table and select Turn To from the shortcut menu.

Select Crosstab from the Tables tab of the Turn To box.

Click 0K.The block has been changed to a Crosstab table.

[r ii.

0K 112

$1704211

$448302

$693211

$405985

$737914

$238819

$1667696

$2,1 99677

$2782679

$768390

$1,21 6,158

$661250

$1,1 50,659

$157719

$2763503

$3732889

$2992679

$843584

$1053581

$811924

$1,1 34,085

$887169

$3,1 51,022

$4,1 85,098

Analyzing Data 10-7

1

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e Drilling down the data in a hierarchy

To activate drili mode

Continue from the previous exercise. 11. Click the Drili button on the Report toolbar.

All the values in the celis appear underlined with hypertext links. These hypertext 1links allow you to drili down the hierarchies to see data at a more detailed level.

$1.704.211 $2.782.679 $2.992.679

1448,302 $768.390 $843.584

,3,211 $1.215.158 $1.053.581

It——-

$405.985 $661.250 $811.924

71.9i 4 $1.1 50,659 $1,1 34,085

$238.919 $157.719 $987169

$1.667.696 $2.763.503 $3.151.022

$2.1 99,677 $3.732.889 $4.1 85,098

2. Position your mouse pointer over the California cel! in the row headers.

A tool 1tp appears below the East hypertext link displaying the next level ofdetail

in this hierarchy ofdata.

$1.704.211 $2.782.679 $2.992.679

$44 8.302 $788.390 $843.584

$693.211 $1.215.158 $1.053.581

3. Click the ceil to drili down to the next level of data.

The table is refreshed to display rows ofdata applicable only the cell selected

and al the next level ofthe hierarchy, City.

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Los Angeles -

San Francisco 1’

$1 .656.676

$1.336.003

___________

$982.637 $1.581.616

_______________________

$721.574 $1.201.063

__________

Note: An arrow displays next to the drilled down data. To drili back up, simply

dick on the arrows beside each ceil.

10-8 BusinessObjects Web Intelligence XI: Repori Design — Learner’s Guido

1

A new toolbar displays as you are drilling to document your drillpath. This is theDrili Toolbar.

—

_____________

ReportTitle

You are now going to tise the Drili Toolbar to drili across at the sarne level ofdetail, that is, to other regions in the Store hierarchy.

To drii across data in a hierarchy


1. Click the drop-down arrow in the drili toolbar beside California to view theother values you can drill across to.

2. From the drop-down list, select Texas as the value that you would like to driliacross to.The crosstab displays data concerning the cities in the State of Texas.

T Texas j4

ReportTitle

$982.637 $1.591.616 $1.656.676

$721.574 $1.201.063 $1.336.003

Iaa —AuStin

________ _________ _________

Dallas

________ ________ ________

Houston

_________ _________ _________

$561.123

$427.245-

$1.211.309

$1.003.071

$739.369

$1.990.449

$1.135.479

$803.421

$2.246.198

Analyzing Data 10-9

To drili down two hierarchies at once

Continue from the previous exercise. 11. Position your cursor over the Sales revenue amount for Dallas in 2001.

A tool tip, Drili down to Store name/Quarter, appears to indicate that by clicking

in the body ofthe table, you drili down to both the Store name level and theQuarter level in both hierarchies at once.

la jaaAustin

_______ ________ ________

[iias

Houston

________________

$561.123

49$1003071

$739.369

$1 .211 .3riii down to Store name / Quarter 1E2,246,1 98

$1 .135.479

$803.421

2. Click the Dallas 2001 Sales Revenue cel! in the body of the crosstab to drili

down both the Store and Time period hierarchies contained in the report.

The Sales revenuefor the eFashion Dallas store is displayed at the Quarter level.

Js JJID 1 DaIIasj+ 1 0O1

_____

ReportTitle

$1 50.687 $114.991

.1

$73164 $88.403

To edit the Scope ofAnalysis

When you are drilling on a hierarchy, you may discover that you need to drili to a

lower level than you had previously allowed for when setting the scope of analysis.

• Edit the scope of analysis by returning to the Edit Query panel and changing the

level of detail that you defined in the Scope of Analysis pane.


e..Fashion DaIIa

S

S

S

1

t.—

S

1

1

1

1

1

1

1

1

S10-10

Taking a snapshot of the drili report

You can save a version of your drilled resuits by taking a snapshot of the report. Thisis useful if you want to isolate certain drilled resuits, but continue working in drilimode.

When you take a snapshot, Web Intelligence inserts a new report after your lastreport in the document. You can continue working in your current report, but canswitch to the snapshot by clicking the new report tab.

To take a snapshot of your analysis


1. Click the Take Snapshot of Drilled Report button on the Report toolbar.A copy of the report is inserted in the document.

1 Texs }I- 1 D6ls 12001

ReportTftle

e.Fastiion DaIIa’3 $1 50687 $1 4991 673.1 64

QRepoitijDRet)

Note: An additional report tab displays at the bottom of the report.

2. Click the new Report 1 (1) report tab to view the copied report.A copy of the table is inserted in the snapshot report but without the drillablehyper/inks.

Report Title

01 0? 04

e4ashon OdUas 6150,687 6114,991 673,164 $68403

1

ij

Q Rport 1 Repoj

3. Save the document within your Favorites as Drili down.

Analyzing Data 10-11

[

10-12

Drilling in charts

You can drili in charts as well as in tables and crosstabs. In this section, you aregoing to work with drili mode in a pie chart that shows Quantities sold for the Storehierarchy.

To drili in charts

1. Create a new query with the State and Quantity sold objects.

2. Click the Show/ilide Scope of Analysis Pane button on the toolbar.

3. In the Scope of Analysis pane, dick the drop-down arrow to display the menuoptions.A list of leve/s appears in the drop-down list.

Scope of Analysi 1[i1T

One level

Two levels

Three levels

Custom

4. Select Two levels from the drop-down list.

Note: Resize the Query Filters and Scope of Analysis pane as needed to displayall objects in these panes.

5. Click Run Query.

6. Click the gray border around the table to select it.

7. Right-cick the highlighted table.

8. Select Turn to from the shortcut menu.

_____

The Turn To box displays.

9. Select a Pie chart and dick 0K.The table displays as a Pie chart block.

1BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

1

1

L1

1 StateNorie

e Run Query

1

[

1

1

1.

1

1

1

State• California

1 Colorado

• DC

• Florida

• IIIinoi

S Masichusetft

• New York

S Texos

Quinhily .old

Note: The data displayed in the pie chart concerns quantities sold per State, butyou can see from the Report Manager Data tab that two additional levels ofobjects in the Store hierarchy are available in the document.

10. From the Properties tab of the Report Manager, select the Apply to Chart Dataand select the checkbox to Show data values.

Now you are going to drill down on the Store hierarchy, from State to City, to Storename.

[cii. Click Bril on the Report toolbar.A new zone appearsjust above liie document zone. As you driil down, the filtersdrop-down list will open in this area, so that you can drili across to other valuesal the same level ofdetail.

12. Position your mouse pointer over the sections of the pie chart.A tool tip appears indicating that you can drili down to the next level ofdetail.

13. Click the Texas section in the pie chart to drili down to the City level.The chart is refreshed and displays the drilled down data.

Quantity sold

-ir————— 1 7OTB

City

• Austii-iS Dallas

S Hoiston

A filter drop-down list appears above the chart, which allows you to drill acrossto see other data.

14. Click the arrow next to this drop-down list and select California from the list.The chart is refreshed and now breaks down the pie sections to dispiay the newvalues selected.

Quantity sold

City

• LosAngeles• San Francisco

32,904

26,244 -,

19,3O

Arialyzing Data 10-13

Tip: Drilling down, across and up can also be accomplished from a shortcut

menu that displays when right-clicking on drillable data.

Drifl down to Store nenie

Drili up to Stete

Drill b 1Turn To

Remove 1Ed Format

15. Save the document within your Favorites as Chart Drifi down.


1

Practice

Activity: Analyzing data

Objective

Create a drillable document by defining a scope of analysis in the report.

Instructions

1. Create a new document showing Product Lines and Sales revenue.

2. Define the Scope of Analysis using the Product Lines hierarchy to display thefollowing levels: Category, SKU desc and Color.


Your report should look like the example below:

D - Edttuery Ü EditRepart €PeheshDsIa l i)

___

flrDe MI ReportTltle -

- i Document— 4 Query 1 - eFashion

1 Category1 oloi1 Lines1 SKUdesc

- 4 Sales revenueVanables

ünes Sales revetlije

Accessories $991 4546

LitySkiris $347775

C3y Trousers $204734

Dmssas $291 5620

Jackets $677387

Leathe, $187413

Outerwear $1183003

Overcoals $436258

Shrrt 1NSrSI $4018220

Sweaters $2839035

Sweat-T-Shrrts $7 95 959

_____________

IRepodlÇ 4Tip: Activate drili mode to enabie drili down.

10-15

4. Save the document.

Analyzing Data

5. Drili on the report to answer the following questions:

• Which jacket category has the highest revenue? 1

1• List the SKU descriptions for the items under the Outdoor category.

j 1

• Which color urider the Canvas Jacket SKU has the highest sales revenue?

1• Which Trouser category has the highest revenue?

10-16 l3usinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

0Quiz: Analyzing data

1. What is a Scope of Analysis for a query?

2. Drili mode in Web Intelligence refers to two activities. Which two activities arethese?

Analyzirig Data 10-17

Summary


• Create a drillable document by defining the scope of analysis in the document’s 1query

• Navigate a drillable document 1• Take a snapshot of your analysis in the Java Report Panel

• Drili in charts

10-18 BusinessObjects Web Intelligence X1: Report Design — Learner’s Guide

Appendix A

Using the Query — HTML Report Panel

This section describes how to use the Query - HTML Panel to create, edit, and runqueries. The Query — HTML Panel has all of the querying functionality of the othertwo panels, with limited reporting and formatting capabilities. This panel can beuseful if you need to access information via extrancts.


• Build new queries using the Query - HTML Panel


• Edit queries

• Enhance the presentation of a report


Duration: 1 hour

A-i Businessûbjects Web 1ne1Iigence XI: Report Design

About the Query — HTML Report Panel

A-2

Introduction1

1You select the objects that interest you to create a query as well as view the resuitsof the query in the Web Intelligence report panel. 1

Query — HTML Report Panel

The Query — HTML Report Panel is similar to the HTML Report Panel in that nosoftware is downloaded to your workstation.

BusinessOhjects Web Tntelligence Xl: Report Design — Learner’s Guide

1

1

1

1

0

1

1

1

The Query - HTML Report Panel has a drag and drop interface that allows you tocreate sophisticated documents containing multiple reports, tables and charts. Youcan create complex filters, custom formulas, and highly formatted documents with 1personalized page layouts.

BUSINESS QBJECT5

LJNeWeYbIOVÎeWSee.

t,b.detflnr

1•. —---—-,—--

*ddm * JIope.hes Ry C 1

b.uffOed,

Di pley by objects

,1eFeshion

: Time pesos1

1

S 1 Wech —-——-—

. 1 Hodey (yki): f Lest yemr: r This year

t’

cstm;speoos

eJore

t JPr0fliotlon

-——

------..---- ---——----.-“

1

1

1


Complete the exercise below to set the Query — HTML Report Panel as thedesignated report panel for creating queries in the preferences pages of InfoView.

To set the Query — HTML Report Panel

1. From the Navigation Bar, dick Preferences to view the Web Intelligencepreferences currently defined for your user account.The Info View Freferences page displays.

2. Click the Web Intelligence Document Preferences tab.The Web Intelligence Documents Preferences page displays.

j fliew f Send MyiiaVieW Se&ctride J

enceUaewndPreferenccI : ::.a J.: 1Select aviewformat. ( HTML

r lrrtaractive

Parlabte Oanarnerit Farmat (Ada)eR5ade$rnd)

Select a rapen PaneL ( Qheny HTML

Java Repant Panel

r HTML Pepani Panel

FaPeCh new dliii oefenen C Start duit en niniplicate reped

Start dm11 arm the envntlnq mepart

Gwiqraidiilloptiens: r Promptlfdnitl neqanren additional data

F Synchranize dliii om apart blacka

T Hide dm111 tocmibar

3. In the Select a report panel: area of the page, dick Query — HTML.

4. Click 0K.The Queiy - HTML Report Panel has been set as the selected interjaceforcreating Web Intelligence queries and documents.

Using the Query - HTML Report Panel A-3


A-4

Introduction

Creating a new Web Intelligence document using theQuery - HTML Report Panel

To create a new document using the Query - HTML Report Panel

1. On the Navigation Bar, dick the New drop-down menu.

BUSINESS OBJECTS

2. Select Web Inteffigence Document from the menu.The Data Selection page displays in the Workspace Panel. From this page youselect the universe requiredforyour query.

B&J5NE55OBJECr5


1

1

1

Now that you know how to select the Query - HTML Report Panel, you are ready tocreate a iew document.

1

1

1

1

1

1

1

1

L

IZ

Web lntellience Document

Mylni

Clioose

Hyperlink

j Document from local computer..,

, Polder

W MyF5d

a . PubI FoIdr

W, cuIn P1111.flnhJaiOl

——- z.zi

—

I ne 3pL51h.-

AØmIn,Sfralur

N1mln]Irat,1,

1

3. Click eFashion from the list of universes.The Web Intelligence Edit Query Panel displays. The classes and objects thatmake zp the selected data source are displayed in the Universe pane of the EditQuery panel.

BUSINESSOBJECTS WeIco,neAtkiUrnsirgtor

RuyCac7

R,,sult Ot,jort.

DipI6y by objct • .-F>:..«

pod 1 T

1lMonlh

: jWeek .- ——-—---------— —— —--—

7 Holday (yk) Q(Lstyew

( ThIyear

r CStm6speriod «1 4..( Hdy penod

tlStore--

IjPrcduct

tMeowes

[ — —- - - -

i-_-_ zzz

Note: There are three panes that comprise the Query — HTML Edit Query Panel:

• Universe pane: Displays the universe classes and objects, or can be switchedto display the hierarchies in the universe.

• Result Objects pane: Displays the objects to retrieve from the database withthe query.

• Query Filters pane: Displays query filters.

4. In the Universe pane, eijck + to expand eFashion to view the universe classesand objects.

5. Click and drag the Year object into the Result Objects pane.

6. Double-dick State to add it to the Result Objects pane.

7. Select Store name and eijck the » button beside the Result Objects pane.

d-: f’send- qyafovieW —-.-

- p 111

m

Using the Query — HTML Report Panel A-5

f SawhIoog.5hos1

_______________________________________________

t - -

1

8. Click + to expand the Measures class.

9. Double-dick Sales Revenue to add it to the Result Objects pane.

Douumew View — h-rSert — Save I.rde

Ch,rl .r 1,e

2001 Califolnia

t H01or4T,I 2001 CalilorniaVetewTebIe

f COeetb2001 L,OIOraSO

4JFo.n 2001 DC— h&t 1y,ec

_ 2001 FlorIda

L,, ChIt 2001 Illinolst4seaChwlt -

2001 Masuachusett

R, Chi, 2001 Naw’rork

2001 NewYOrlr

eOPe.N.4,.. 2001 Terras

1: 2001 Tecas

2001 Tecas

2001 Texas

!1p1

1

1A-6 BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

1

Using lhree dfferent methods, you have selected and added objects to the ResuitObjects pane. The Query Panel displays as shown below.

IJÂdd.Ouy VwSOL ClCajeeyPrap.S.s

Re,titI Object.

00pI, by abqecle

«— jieFashion

t TIme peOod

-_Sjore1 01,1e

1 City

Zmp Code‘ Add,eos

t Js1orx

( Sales Ik,,r ,soe?

y Owned storen

Oma, CI,aeev C.flC

1 Veac 1 Stel. erat,

1

1

1

1

1Guery frltets

[1][1

NO u0.4l

5 Run Queryl 10. Click Run Query 011 the panel toolbar.By default, the report dispiays the objects selected in a vertical table in the Query— HTML Edit Report Panel.

FYmrrmv State Store nne Sales rewnue

4 OacH Zu 100% 4 4fl freahDela ‘t

e-Fash,on Los Aug’

e-FashIun San Flat

eFashion CDIOIOIII

e-Fashionwasflinç

e-Fash,un Iliam. 01

e-Fanhlon Chicago

5-Fashon Osston 0

2-Fashior, NewYor

eFashior, New VOm

e-Faoton hUslin

e-Fasmrion Dallas

e-Fashion Houston

e-FashionHOuiton

$992.637

$721074

$4 40.

$893.211

$405 989

$737.914

$2314 911

$544 635

$1.024 001

$561123

5427.245

$520.079

5502,231

1

1


You can save a document that you have created with the Web Intelligence Query —

HTML Panel as a:

• Personal Document - exclusively for your own reference and saved in MyFolders or Personal Categories.

• Corporate Document - for sharing with other users and saved in a Public

Foldersor Corporate Categories.

You can also save these documents in other formats for easier sharing with nonusers:

• Microsoft Excel Spreadsheet - useful if you want to combine the data in a WebIntelligence document with data from an Excel spreadsheet.


• CSV File


Use the report you just created for the following procedure.

L. From the Report Panel toolbar, dick Document to active the drop-down menu.The list ofdocument saving options displays.

Document View Insert

Save

Save as


Properhes

2. Click Save from the menu.

3. In the Title field, type “Query — HTML Report”.

4. Click + before Categories to view the list of available Personal and CorporateCategories.

5 Select the checkbox for My Sales Documents category under PersonalCategories.

6. Click 0K.The document has been saved to Personal Categories. You can now move orcopy this document to other Jile/filder locations in Info View 1f required.



1

1Adding an object to a query using the Query - HTMLReport Panel 1

In the Edit Query Panel, the Result Objects pane is where you specify the data youwant to appear in your report. To do this, you move objects from the Universe paneto the Result Objects pane.

Note: The order in which you place the objects in the Result Objects pane 1determines the order in which the columns of data appear in the report. It alsodetennines the order in which resuits are sorted.

Toaddan object to a query

• Drag an object from the Universc pane to wherever you want it in the ResultObjects pane.

• Or double-dick an object to add it to the Result Objects pane.

• Or select it from the Universe pane and dick the» button to add it to the ResultObjects pane.

To delete an object from a query

• Drag the object back into the Data tab. 1• Select the object in the Result Objects pane and press the Delete key.

1

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1A-8 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

S

Modifying a query

The section below reviews rnodifying a query in the Edit Query Panel by adding apredefined filter to the query. A predefined filter is created by the universe designerto limit the data returned by a query to specific values.

To modify a query


1. Click the Edit Query button on the toolbar to open the Edit Query Panel.The document opens in the Edit Quety Panel.

2. Edit the query by double-clicking the This Year predefined filter to add it to theQuery Filters pane.

3. Select State from the Result Objects pane.

Click the Add Quick Filter button to the right of the Result Objects pane.The List of Values window opens for you to select values to retrieve from thedatabase.

1 10+ Uh.

CaflforniaColoradoDcFloridaIlrinoisMassachusettsNew York

I [ÏJ

-—o .:‘ie-- : •J:,e t.

____iLc_i

5. Double-dick Texas from the list.

6. Click 0K.

4 Cak1orna ..Texas L.___

Using the Query — F-{TML Report Panel A-9

1

1

Thefilters have been added to the queiy and display in the Quey Filters pane.

j$And a Query ‘iew SOLI L Oucry Propeilles — * T n Query Cencel

Unieeroe Resutt O4jects

Dispiop by objects1 Veer 1 Stola 1 Slore name Sales reve

.? ri :Time pered

‘f 1 Veer

1 Quarter

1 Monthe iWeek ------——--——--------—- — —______

1 i-iohday (p1,) Oueiy Filteis( Last year

Th( Chnistmas perioci [1 - ( yeer

J L’J(Holiday pered — ste kr List Texa •

fJStore 1 --

+.-jProdect— — --

_________

...J

_____________________

-

-

1 State In List

_____________________

r Pcm Fier i

________ _______________

Vake1:

__________

Vok,es

4[Querv1

7. Click the State In List Texas filter to select it.

8. From the list of Operators, select Equal to.

I0uPd Filter 9. Click the Update Filter button in the Query Filters pane.The queryfilter has been edited to display the Equal to operator.

Quenj Filters 1( This year

1_. 1Np1 State Equal to Texas

(Filter1 State EqustIto ..:i <—

Value t:

____ ____________

vatues

10. Click Query Properties on the toolbar.

1

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1A-1O BusinessObjects Web Intelligence XI: Report Design — Learnei-’s Guide

1

1

The Queïy Properties window opens.

Query name IQuery 1 ——

F Max rowe retrieeci Atlow other uerx to edit all querie

F Max etireval time 1 1 sectri cInt:t or:W.

Relreve duplicate

Rexet rortexts en retrect

Scopolaralyo JNone j

V More Intorrrintior

Select querv prcperiec here t minimzo the cto os documert ons! tre querv rsr lire

J

Note: From this window, you can rename the query, determine the maximumrows/retrieval times, re-order query prompts, and set the query’s Scope ofAnalysis for drilling.

11. Type eFashion Query 1 in the Query name: field.

12. Click 0K.

Run Query 13. Click Run Query.

Web Intelligence sends your query to the BusinessObjects server, whichprocesses it and then sends it to the database to the retrieve the information yourequested in the query.

When the data is returned by the Businessübjects server, the Edit Report Panelopens and displays the data in a block, by default a table block. The query hasretrieved the data and displayed it in a new report in your document.

Using the Query - HTML Report Panel A-1l

The information appears in a table in the report window.

,-—-—

Sev j FJ Ldo i’- Zoon, -100% •I4 jï i ronhDoin r 1

YII& SlIxetlamo t01esewmnh

2003 Texas eFasho1, Asstin $1.1 35479

2003 Texas e-Faxloos Dallas $803421

2003 Te085 efashion Houston 94113451

2003 Teaas e-Fashlon Houston 91,335,747

A-12 BusinessOhjecls Web Intelligence Xl: Report Design — Learner’s Guide

-

• ftporti

Note: You can also see by the report tab at the bottom of the window that thisnew document contains a single report.

14. Save the query.

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Editing the query

Once you have created a document, you can easily change the information that is

displayed in the resulting report by editing the underlying query.

To edit the query

Continue working from the previous exercise.

1. Click Edit Query.The Edit Query Panel displays.

I,,uIl

DipIoybyliject» 1Y

-Toe penod T1 1 Ye

1t:lMorlh

1 iWeek -— -•-------——---

1 Hoday(yN)

f Lootyea, ----

_______________________________________

--

(Toycor 14’

Choolmosperlod 1 1

( Ilobdov penod- 1 stoic Eqoolto Tenos J1 jSloro

j JProluct

1 JPromotihhs-+ JMeasturos

No obj.od seNode

fstIOi Quoey 1

You can change the data retrieved by this query by adding or removing objects,

changing filters, and by changing the order of the objects as they appear in the


2. From the Universe pane, dick + to expand the Measures class.

L1 3. Select Margin and dick the » button.

1 4. Click Run Query on the Report Panel toolbar.


Available Objects

J State

] Store name

1 Vear

è Margin

j Sales revenve

Variables

The query is refreshed and the new object is added to the Available Objects listand displays in the leftpane ofthe Query — HTML Panel

1

1

aesAaal.aS •e - —

Oaaneard Vew frmset - Save 4 75e] r ledo 97 lIve Snee 150% 14 ‘ Ij) 0ay Rafresnoetu

j Avetable 0b)ects

Aselable Qt5eds

State

5 Olore lIeve

] Veer

_______________________________________________________

4 Mergos

4 Sales revenue

VaneSsa

lYcar State Stwename SaJe$rsSveiiusa

o-Fashlnn AuslIn

o-Fashlon Dallas

e-Fasoion Houston

o-FootrWn Houston

51135479

$003421

$910451

$1335747

1

12003 Toaas

2003 Tovas

2003 Taxas

2003 Tonas

ii9J Raporti

J Availeble Objects

1

1

Now that you have retrieved additional data from the database with yourmodified query, you need to project this new data onto your report. This processis called Projecting Data and is reviewed in the next section.

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SA-14 BusincssObjects Web Intelligence Xl: Report Design — Learner’s Guide

Projecting data onto a report

You can easily move objects from your Available Objects list into a report block byclicking and dragging them onto a column to replace the ceil contents; or by addinga column and then dragging an object into the new column. This process is calledProjecting Data.

To project data onto a report

In this exercise, you will add a column to the block to display the new Margin data.

Continue working from the previous exercise.

1. In the Edit Report panel, select the arrow button to active the drop-down menufor the left pane.

iict_

Document Summaryb


Available Objects

Document Structure and Fters

Navigation Map

User Prompt Input

Find

Note: The left pane of the Query — HTML Panel is similar to the Report Managerof the Java Report Panel. From the left menu, you can display Available Objects,a Document Summary, Chart and Table Types, Document Structure and Filters, aNavigation Map, User Prompt Input, or Find options.

2. Select Available Objects from the list.

3. Right-click in the Sales revenuc column.

4. Select Insert > New Column > Right from the shortcut menu.A new column has been added to the block.

5. Click and drag the Margin object onto the document panc, and drop it in the newcolumn.


1

1

The Margin object’s data has been added to the block in the new column.

Store name Sales revenue Margin

2003 Texas e-Fashion Austin $1,1 35479 $424790

2003 Texas e-Fashion Dallas $803421 $286,1 46

2003 Texas e-Fashion Houston $91 0451 $344880

2003 Texas e-Fashion Houston $1335747 $51 0662

Note: When dragging and dropping objects onto a block, do not drop the objectsonto a column header or footer. The resuits will not display as expected. Objectsshould be dropped in the data cells of the block.

In the Query — HTML Panel, there is no drag and drop insert feature. When youdrag an object onto a column, you are replacing the cell contents.


A-16 BusinessOhjects Web Intelligence XI: Report Design — Learner’s Guide

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Navigating documents using the Query - HTMLReport Panel

Introduction

A Web Intelligence document consists of:

• One or more reports:

One document may contain several reports, organized as tabs along the bottom ofthe window. Reports contain blocks of formatted data as well as text andgraphics. You specify the layout when you create a report, and you can alsochange the layout of existing reports.

• One or more blocks:

Tables, crosstabs, charts that display information in the report.

• The microcube of data returned by the query, also known as the data provider:

It contains the actual data that was retrieved from your corporate database, orother data sources, such as Excel files, etc. This is known as the data provider.The data provider is the structure in which the retrieved data is stored in thedocument on. It contains all the data that you can display in the report(s) insidethe document.

Working with the documents in the Query - HTMLReport Panel

The left pane of the Query — HTML Report Panel contains a menu from which youcan select a variety of views. Using this pane, you can manage all the objects andvariables in the document, change the type of blocks in the report, format theproperties of the report and its contents, and navigate throughout the document.

Available Objects

Document Summary


Avadable Objects

Document Structure and Filters

Navigation Map

User Prompt Input

Find


I

1

The left pane menu has seven options:

• Document Summary - Allows you to quickly view information about thedocument, the data source and query object definitions.

Document Summary

— Geneial

Dm1 name. Quety HIMI Report

Cmator Administretor

Descrmption.

Keywords.

‘Dreatmon date FChmuar/ 21 UC 8:51Y30 PM

Last retreolm date Febwa[ 21 • 2005 919:43 PM

Data sourceeFashiort Query 1

Urdvarse

Last execution line 1 S.

Nbolrow: 4

Objects

eFashion Query 1

1 state State xated

1 Store name Name of stcro

1 ‘(eer Yeer 1959 - 2001

è Margin 1arn = P.evenue -Coat of

ses

J Sates revenue Sales reverux $ - T raeriueof SK!I ofd

• Chart and Table Types - Allows you to change the type of blocks in a report bydragging and dropping different templates onto a report block.

J Chart and Table Types

- Report eementa

Table Types

[J Horizcqat Table

Vertmcal Table

rIFormCharl Types

*B’ctmerts

* Line Charts

Area Charts

t Pie Charts

± :RedarCharts-Cets

+ t Formule and Test Cats+ Page Number Cets

1

1

1A-18 BusinessOhjects Web Inte[Iigence XI: Report Design — Learner’s Guide

1

• Available Objects - Allows you to view at a glance the data available in a

document. Data is organized in a list of Objects and Variable classes.

Aveilable Qbjects

Avallable Objects

1 State

1 Store name

1 Veer

.b Margin

j Sales revenue

Variables

• Document Structure and Filters - Allows you to view and navigate through the

reports, blocks and report filters in a document.

[ Document Structure end Fter —

9 Query - HTML Report

J Reporti

lock1: Vertical Table

Stoe name In

ANp List e-Fashion

Austin

• Navigation Map - Allows you to view and navigate through the reports and

sections in a document.

FiNavigation Mp

Navigetion Map-L_____6 Reporti

S • 2003

• Texas

Using the Query — HTML Report PanelA-19

• User Prompt Input — Allows you to view the prompts in a document, refresh theprompts, and change the prompt values.

l Urer Prompt Input

_____

State In Li€t:

T<es 1

Advanced_1 Run

Ld Ne4

• Find - Allows you search for values throughout the document.

Find

Find:

_____________

Type your text here.

Optons

r Mtch whole word

T Match oase

Direction ( Up ( DoNn

A-20 Businessûbjects Web Intelligence XI: Report Design - Learner’s Guide

Managing reports

In the Query - HTML Report Panel, you can add new reports to a document, andduplicate or delete reports as you like.

To add a report to a document

Continue working with the same document.

1. Right-click the Report 1 tab at the bottom of the document pane.A shortcui menu displays.

Rename

X Remove

Insert

Duplicate

Mcve

. DriU Mode

Format Report

2. From the menu, select Insert.A new emply report tab, called Report 2 is inserted into the document anddisplays at the bottom of the document pane.

3. Right-click the Report 2 tab and select Rename.

4. In the report tab, type My New Report and press Enter.The report tab displays the new name for the report.

5. Right-click the My New Report tab and select Format Report.

Using the Query - I-ITML Report Panel A-21

Nme

The Forma! Report window displays. From this report you can format the

appearance and lavout ofa report.

6. Rename the report to New Report. Click 0K.

-

General

I Show hede Height

BaDkround color

j Shov uioter Heiglit [D5Jrt

Bec}gioind oolor

? tylo Intnrmtion

ou csn rroiity eor rorinet pets here.

Apply


A-22 BusmessObjects Web lntelligence XI: Report Design — Learner’s Guide

Organizing information in a report

Introduction

As you edit the reports in a Web Intelligence document in the Query - HTML Report

Panel, several tools are available to help you structure and enhance your reports so

that your reports show cxactly the information you need in the clearest way possible.

The tools are available from the Report Panel toolbar and they inciude:

Breaks

Calculations

• Sorts

• Filters

Sections

Query — HTML Report Panel toolbars

In order to access the available toolbar functions, you need to display the toolbars in

the report panel. Toolbars can be added by clicking the View drop-down menu on

the Report toolbar.

To add the toolbars to the panel

Continue working with the previous document.

1. Click the arrow button next to View on the toolbar to activate the menu.

2. Select Toolbars.

3. Check each of the three toolbars from the menu: Formatting, Report, and

Formula.

J Document

f Fer 1

Avable 0t

Availeble

1 State

—- .

VIeW seat- J Save hnd

Page mode

Dreft mode

PDFmode

Left panel

Toolbeis Forniatting

Preterences jj Report [11F Formule


1

1

The toolbars display in the Queiy — HTML Report panel.

Document - View • Insert Save Find Undo : ?eto Zoom 100% • id d

Arial • 9 1)1 •f•

( Filter st — t baart - Dupcate• 1j? X te

_________________

1

Organizing a report with toolbar functions

1In this next exercise, you will organize the report from the previous exercise byadding sections, breaks, calculations, report filters, and sorts.

To organize a report

In this scenario you will create a report that is sectioned by State. Within the sectionyou will display a table, chart and aggregate totals.


1. Click on Reporti to begin working on that report.

2. Right-click on a detail row in the Year column. 1A shoricut menu displays.

2003Set s secflon

2003Insert

2003Formet

2003( Quick Filter..

Turn tbIe to...

Sv,ap xts 1Breek

Sort 1Celculetion

Remove

1

SA-24 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Cuide

3. From the drop-down menu, select Set as Section.The column or row selected is defined as the variable used to split up the tableinto sections. Each value ofthis variable is displayed as a header, followed bythe data concerning the column or row.

2003

State IStore name Sales reventie Marg,n

Texas e-Fashion Austin $1,1 35479 $424790

Texas e-Fashion Dallas $903421 $286,1 46

Texas e-Fashion Houston $91 0451 $344880

Texas e-Fashion Houston $1335747 $51 0662

4. Click on a detail row in the State column.The column is highlighted.

From the Report Toolbar, dick the Insert break to group resuits in tablebutton.The table is reorganized into groups ofdata. Each value of the object isseparated into a separate group ofdata. You can insert multiple breaks byrepeating the sameprocess on another row or column.

6. Click on a detail row in the colunm you want to add a calculation to, in this caseSales revenue.

7. From the Report Toolbar, dick the Add or remove calculations button.A total sum is inserted in the bottom row ofeach group in the table.

Note: You can insert differerit calculations by clicking on the drop-down arrowbeside the Insert Sum button.

Calculations Ir

Z Sum

71 Count

Average

.X Min

>X Max

‘Z Percentage


9. From the Report Toolbar, dick the arrow beside the Insert Sum button.

10. Select Percentage as the calculation that you want to apply to the data in thecolumn.


• The resuits of a percentage calculation are displaycd in an additional columnof the table.

Click on a detail row in the Sales revenue column.

Click the Ascending Sort button on the toolbar.The column is sorted in the order you specfied.

13. Single-dick on the Store Name column to select it.

Note: You create a block filter by clicking on the block or create a global filterby clicking on the document zone outside the block.

01< Cancel

A-26 BusinessObjects Web Intelligence XI: Report Design — Learner’s Guide

1

1

1

1

1

1

L1

1

1

1

1

1

1

14. Click the Filter button on the Report toolbar.I

The Quick Filter pane appears.

L_1 Austine-Fashion Hot,j

e-Fashion AUstin

e-Fashion Dallase-Fashion Houstone-Fashion Houston Leighion

rzzi

Li

1

? More stormation

Seecthe a e ttyou anltc src• c:. ei-.:.e r :cE:

1

15. Double-dick e-Fashion Houston and e-Fashion Austin as the filter values.

16. ClickOK.The report displays data onlyfor e-Fashion Houston & e-Fashion Austin..

2003

State Istore name ISales revenue Percentage

Texas e-Fashion Houston $91 0,451 4450% t

e-Fashion Austin $1,1 35,479 55.50%

Texas Sum: $2045930

Percentage: 100.00%

Sum: $2045930

Percentage: 100.00%

a. _, =4 •—.. —. .. 4*— — .4 .4=4.* . • *

17. Select the Sum footer row.

18. Click the Bold button on the Format toolbar.

The reportfooter ceils have beenformatled in boldfont.

2003

State Store name Sales revenue PeIcentaqe Marçjin

Texas e-Fashion Houston $910451 4450%

e-Fashion Austin $1,1 35479 55.50%

Texas Sum: $2045930

Percentage: 100.00%

Sum: $2045930

Percentage: 100.00%


1

1Summary


• Select the Query - HTML panel to use for creating queries

• Build new queries using the Query - HTML Report Panel


• Edit queries

• Project data onto a report

• Manage reports in a document

• Enhance the report using breaks, sections, calculations, sorts and report filters


[

1.

1

1

A-28 Businesso)bjects Web Iritelligence XI: Report Design — Learner’s Guide

1

Appendix B

Using the HTML Report Panel

This section describes how to use the HTMI. Report Panel to create, edit, and runqueries. The HTML Report Panel has all of the querying functionality of the othertwo panels, with limited reporting and formatting capabilities. This panel can beuseful if you need to access information via extranets.


• Build new queries using the HTML Report Panel


• Edit queries

• Enhance the presentation of a report


Duration: 1 hour

B-1 BusinessObjects Web Intelligence XI: Report Design

About the HTML Report Panel

Introduction

About the HTML Report Panel

1

1

1

1

1

1

1

The HTML Report Panel is available for report builders who dont want to downloadany software on to their workstations, or are not authorized to do so. This ReportPanel allows you to create simple reports, helped by wizard-style like tabs.

...j Aikmnstraar

LJ Now Send My toVw .eerchtle —

.________ .-..“‘ -

.m F&o Repod rTo barepodendrco frentNoLflw,w o h... :r,, pw

.8J1: Tfrnopeijod

51 Voo,

: 1 OUorter

51 Week 11 ioIjdo (y)

SjjSlore t53 J P,odu5 -

-

n. fNonj

-

:..— —

1

B-2

This panel doesn’t provide as many features for formatting and manipulating data asthe Java Report Panel, but you can apply simple filters and standard calculations.

There is no need to download additional software to use this panel.

The Java Report Panel is recommend for creating advanced queries and formats as itgives you access to more reporting features.

BusinessObjects Web Intelligence XI: Report Design — Learner’s Cuide

S

1

1

S

S

1

1

You select the objects that interest you to create a query as well as view the resultsof the query in the Web Intelligence report panel.

Ltn1

1

1

L

t:

S


Complete the exercise below to set the HTML Report Panel as the designated report

panel for creating queries. The report panel is selected from the preferences pages of

InfoView.

To set the HTML Report Panel

1. From the InfoView toolbar, eijck Preferences to view the Web Intelligencepreferences currently defined for your user account.The Info View Preferences page displays.

2. Click the Web Intelligence Document Preferences tab.The Web Intelligence Documents Preferences page displays.

New 114 Send M Intoview 4 Search tOto L1 r

—- —--—1.- ---—---

—

______________

Web kweUteence Dacanr1I Preferenc

S&ecta4eiyfprmat ( -ITML

( Interachne

C Partable DocumentFormat (PatobeReadorreqlilrad)

Select a report paneI Query I-ITML

° Java Rapart Panel

C HTMLReportPanel

For eech new drit session; Ç Start drili en a duplicate rapen

‘ Start dm11 Inn the eelstnng apart

General drit options: F Prompt t drili nequires eddilienal data

r Synctrrofllze dvii en regent biocFs

r Hate dm11 tooitnar

-.1

——

Cr,ndU.pniPMerenee

3. In the Select a report panel: area of the page, dick HTML Report Panel.

L14. Click 0K.The HTivIL Report Panel lias been set as the selected interftice/ör creating Web

1ntelligence queries and documents.

Using the HTML Report Panel B-3

— jNew ,IIW S.&Ile

—_-

‘

____

My FoI13r

13 . Public Foldors‘Pinu — 1*J

c_.

_________

Ad,flçflisfralo

cdmiIiislraio

B-4

3. Click eFashion from the list of universes.

BusinessObject-s Web Intelligence Xl: Report Design — Learner’s Guide

m

EJ

0

Pl


Introduction

Now that you know how to select the HTML Report Panel, you are ready to create anew document.

Creating a new Web Intelligence document using theHTML Report Panel

To create a new document using the HTML Report Panel

1. On the InfoView toolbar, dick the New drop-down menu.

1

1

1

1

1

1

1

r1

BUSINESS OL3JECTS’


‘‘ P Send f1 My Int oView Search tule

Mylnf

(Jrnase

Hyperlink

j Document from local computer...

Folder

2. Select Web Intelligence Document from the menu.The Data Selection page displays in the Objects area. From this page you selectthe universe requiredfor your query.

Weiioim: 011fl1U11011 0101

tI

3J Tfle erIvdYor

I1 MonhilWeek

9 HoIidy (yft)

W.IStoecProdud

f Promdions

W ijJ Meesures

Unioerse Obøcts Reneht OLhjncts

4. Click the checkbox at the top of the report panel to view More report options.

Additionalpages display at the top of the panel.

Note: The additiona page tabs are used to access report filtering options, report

properties, and formatting options.

The Web Intelligence Edit Query Panel displays. The classes and objects that

make up the selected data source are displayed in the Universe Objects pane on

the Query page of the panel.

Rhj’lr

New hUfle[______

-

rne.’ QueFrhem r (p!on

t t5o o4hect5 1rifllMoeeoe ctetth *hteseS ts)eds p.’e

Onery Piaperdes [j

Query QueryFitters Report ReportFiher Properties Formet

Lising the HTML Report Panel B-5

Um,e, Obiec?,

1

1

There are three panes that comprise the Queiy page of the HTML Report Panel:

• Universe Objects pane: Displays the universe classes and objects, or can beswitched to display the hierarchies in the universe.

• Result Objects pane: Displays the objects to retrieve from the database with thequery.

• Query Properties pane: Displays the general properties of the query.

1

1HTML Report Panel pages

There are three main pages of the HTML Report Panel, represented by tabs at the top [of the page: Query, Query Filters, and Report. Additional pages are accessed byclicking the More report options checkbox. All of the HTML Report Panel pagesare described below.

• Query: Page used to create your document query.

_________ ________

1

1

I;i,.iiiaAIbnIIISITaftr

New Sd,te,-

Ç •

r RptTo bo ,epT. no, obocte ro. iïkine,oe Ctettc pne te w Nec rtod cor.,

s-1 ‘ober

1 Onortert1MOOt5

1 Hdctey (yM)ijStore

t [) Pretect

SAeteIN --

R?”

Qe,cp P,to j;j

E

1

SB-6 BusinessObjects Web Intelligence Xl: Report Design — Learner’s Guide

• Query Filters: Page used to lirnit the data retrieved with a query by creating

query filters.

£JjL R.p.t F

T.,

IIooroo ObrnTtT OUo. RTon.

s $1 - ot.. 1

&rJ VT,t C O-Xvc

1 QUTHTT C r.,,, r *11

W1 MorthW.T WTk

T Hody(V.T1)

7 :zz::;:Erz:Jz.

1 Cl,ITTT.o pTTlOd

7 Iodoyp.d

-)J Stor,

ST jj Prod.d -

Pro,ronr -

Report: Page used to structure the report and to add objects from the Result

Objects pane to the Report Definition pane. This page is also used to create

sections in the report.

•

r r . e.o.

Tot.: ., .ro*1tnr •ro,rTr..--1t tl:fl,?,,th.’..

Fe.IM Otijorlo Rotod floflflto

____

-

_________

5.J O5OStCoTrT1t r.aot It°’ d T5010001TIO rTøt, flfll OTt ro

-

floST

• Stesreverwe

1

___

Frtt J

1 SlT 1 Lire. Ste 1ev


tut- rqt,aI 4ten Ot,:e *0 rent it tit,,,&s) dt.tsted t-.

St ii6j

lLk*Oa

1 St-to

1 Slot. fl0100

1 ‘toet

J Saloer000flate

B-8 BusinessObjects Web Entelligence XI: Report Design — Learner’s Guide

1

1

• Report Filters: Page used to create report filters that limit the data displayed in areport.

Saety *oe,’t Fa,a fiotaal LITVO11TT PIttIottets Fooo,t

Caa,0Ot*epo,0 Repotti

SaSa001010Cfrd

1

1

1

1

1

1

1

1

E

• Properties: Page used to set report properties, inciuding breaks, sorts andcalculations.

t tF0 t— .,t t.t,tt lOst Pot*oe

To e ,eOet ketopte’ ,s.,-.to t-, Rt-,.*t t-.tsti

Ss.tI 0 lOst-te toetfltflwOt,ee,flr . IxoP011yI.1str 0.71 -,

t - jcoetar.oet. fretti

5 1 “ 1 1 5fr40 1 Stotenetfio 1 bOon • loeren

_J1;IE.orPet ‘te’P.

- r e,.. rStOoWno.de, Fenretwp.er t- r oeeeteee

iSt ( D.04 r Aetsent-Q

coe1.n r Ru. r ,rcu. rwutF Attee*ge F Petaarre.

• Format: Page used to format all of the different elements of the report.

Iotn4fl.,t10y1 :04k, ..c,lenen’t,i.,ukP,..,ewpar.

J4p00t F0,n,t

(e’N ropolt Io°’

4400440,0 1V 4,:oa: 414,0? .4

o :00. No F44

IV No,.. 040., 11440?

4104444.000.44 NO F44 .zi

M, 4144 T iw. i

1104,0,

4000,0 41

‘——J Mo,.o,04-1o J‘.4401004004 to,fl- .4 . 4.j

A4

.-

M..44oo. r— 4’

44o44401 0. fit 44

Create a Query using the Query Page1. Click the Query page tab.

Query Query Filters Report Report Filters PlDperiec Format

2. In the Universe Objects pane, double-dick the following objects to add them tothe Result Objects pane: Year, State, Store name, Lines, and Sales revenue.The Result Objectspane displays as shown below.

Resiji Objects

1 ‘(ern 1 41144144 1 Storenoone 1 Lines J Saieo,ev.

Sc.ope of Rnatyas None

Note: Objects can also be moved to the Result Objects parle by selecting themand clicking the arrow » button.

Using the HTML Report PanelB-9

3. Click the Query Filters tab to create query filters.

Ouery Füters Repot Report Filters Properties ForestQuery

The Queîy Filters page displays.

4. Select Year from the Universe Objects pane.

iL1 . Click the arrow button to add the object to the Query Filters pane.

6. Select Equal to from the drop-down list of operators.

7. Click the Constant option.

8. Type 2003 in the Value 1: field.

Wjk 1 J2tXt —

___________

9. Click 0K to update the filter.The Query Filters pane displays as shown below.

QueiyFUtars

1 Veer

( Constant

citaito c Prompt W wlthUstotVetues

Value 1: 2UO3 -

____________________________ ______

1 Vear Equalto 2003

_

110. Click Next to move to the next HTML Panel page, the Report page.


1

1

1

1

1

1

[

1

1

1

1

1

1

1

1

1

1

tec1 >

B-1o

71, ,ln1,.e fl1 .en,,.t, ackictqert, for, fit 0r., Cen»a,l,.rc qmnn,i t.,fl71&’ pan.

Cna,anl eapoet fleporti 1000001,0 ho rOp1e naa ,crtnm-( 01,00-1 11,71,71 Stata Ç1 Slore nalrie

1 0e4 Salasrevenue

11. In the Report Defmition pane, eijck the Sections option.

r Sect*en(s)

12. Select State from the Result Objects pane as the object to create a section with.13. Click the arrow button» to add the object to the Section(s) field.14. In Column(s) pane, select the Year object.15. Click the « arrow button to remove the column from the table.

The Report page displays as shown below.

Report Definbon

istate

The Report page displays as shown below.1

____________

r 0:001 0,10:’

tiapoat Ooflo1,toan

r1,.Iaat Pia 1,100k ttV.1 V00n.0 PoOl.

‘0 (01,0r01(0)

10w -- t otao 1 Stonanone 1 1 late, Stier 10

Current repnl-t: 1 Feport1 To manrie the reports in this document, dick

C Section(s

Select the black type: ) Vertical Table

( Coumn(s>

1 State f 1 Store name ( 1 Lines ( sales rev

Using the HTML Report PanelB-1 1

Note: From the Select the block type drop-down list, you can change the display

type of the block.

Verticel Table

Horizontal Table

riIJLÏ1..Jl. iiCrosstabFormBar ChertLine ChertArea ChartPie ChartReder & Scatter Chart

Sort ( Oeteuft ( Ascentle r Descereing

Celculitlon r Sati r M.n

r ct rAV r Percertage

Query

16. Click the Properties tab.

Query Fifters F<eport teport Filters Properties Format

17. Select Store name in the add/change/remove properties pane.

18. Select the Break checkbox to add a break to the object.

19. Click the Ascending Sort option.

The Properties page displays as shown below.

Result Preetew Select en object to add cl Qeemove • property

1 Currr.nt ieport: IRep01

rr st

1 State 1 Stcwe neme 1 Lines J 4 Sales ree

I Itrek Ï Show breek hoeder r Stert on new page

f Show b’eek fc,otet r Ceriter veke ecroes breek

T Remove ipIces

Query

20. Click the Format tab.

QueryFmers Report RpotFIers Prnperbesj Format

1

1

1

1B-12 BusinessObjects Web lnFelligertce X1: Report Design — Learner’s Guide

Run

21. Make the following changes to the Report Format pane:

• Change the header background color to yellow.

• Select the Show report title cell checkbox.

• Change the page size to Letter in the drop-down list.

• Change the margins to .5 in.

The Report Forn2atpane displays as shown below.

Sw hw 11150 1

[Ckyirl co I’’e11ow j

ShD cter -a&t. 1 oso

ho.kun1 oIor j No Fl11

Report Tite I Show port bte cel Hcrrzontal ahqreoent Center j

10.13 F Show objed

Formet Hypedok cor jJ Beckgrond cob jVMlte j

Peqe l.ayoul I Erihoied Viewwg

Pegesiza Letter

Orienteon Portreit

Mwi Top 10.50 m. Lett 10.50

ttottQrr 0.50 i. 9- 1 0.50 i.

22. Click Run in the lower right comer of the page.

Web Intelligence sends your query to the BusinessObjects server, whichprocesses it and then sends it to the database to the retrieve the information yourequested in the query.

When the data is returned by the BusinessObjects server, the Edit Report Panelopens and displays the data in a block, by default a table block. The query basretrieved the data and displayed it in a new report in your document.

Restt Preelew

:. :.

Neaders

CrenI report Reportl

Pie —

Telde


The report displays in the Edit Report paneL

8-14 BusinessOhjects Web Inlelligence Xl: keport Design — Learner’s CoMe


You can save a document that you have created with the Web Intelligence Query —

HTML Panel as a:

• Personal Document - exclusively for your own reference and saved in MyFolders or Personal Categories.

• Corporate Document - for sharing with other users and saved in a PublicFolders or Corporate Categories.

You can also save these documents in other formats for easier sharing with nonusers:

• Microsoft Excel Spreadsheet - useful if you want to combine the data in a WebIntelligence document with data from an Excel spreadsheet.


• CSV File


Use the report you just created for the following procedure.

j5j L. From the Report Panel toolbar, eijck Document to active the drop-down menu.The list ofdocument saving options displays.

1J Document:- View - Inse,i

J Save

Save as

Save to my computer as 1

Properties

2. Click Save from the menu.

3. In the Title field, enter HTML Report.

4. Click + before Categories to view the list of available Personal and CorporateCategories.

5. Select the checkbox for My Sales Documents category under PersonalCategories.

6. Click 0K.The document has been saved to Personal Categories. You can now move orcopy this document to other ,Qle/Jölder locations in Info View frequired.



Modifying a query

The section below reviews modifying a query in the HTML Report Panel byselecting edit from the Document menu on the Report toolbar. The query is modifiedusing the tabs of the HTML Report Panel.

To modify a query

Continue using the report from the previous exercise. 11. Click Edit from the drop-down Document menu on the toolbar.

The HTML Report Panel pages display.

ejj View‘

Sa 1Edit

Save 1Save as


2. Click the Report tab of the HTML Report Panel. 1Query Fier Report Report Filters ProportiesQueiy

Query

L

1

[1

1

11

[]

Format

3. Select the State column and eijck «to remove the State column from the tableblock.

4. Click the Properties tab of the Report Panel.

Query Faers Report Report Filters Proporties Formt

5. Select the Sales revenue object.

6. In the Calculations area, select the Sum and Average checkboxes to add thecalculations to Sales revenue.

B-1 6 BusinessObjec[s Web Intelligence XI: Report Design — Learner’s Guide

7. ClickApply.The changes are appiied to your report and display in the document window.

California

i(II11It IHI* 1tI(LIWI

e-Fashion Los An Accessories $167650e-Fashion Los An City Skirts $25102e-Fashion Los An City Trousers $9669e-Fashion Los An Dresses $129185e-Fashion Los An Jackets $33 647e-Fashion Los An Leather $2458e-Fashion Los An Outerwear $5363e-Fashion Los An Overcoats $8686e-Fashion Los An Shiri Waist $160214e-Fashion Los An Sweaters $157073e-Fashion Los An Sweat-T-Shirts $886312e-Fashion Los An Trousers $31 038

e-Fashion LosA Average: $138,056

Sum: $1,656,676

8. Savethequery.

Ordina 8 & ES B.V.‘ostbu 7101 tol. 030-66388003) JC Nieuweqein fax 030-6638810

fç r.


1

Summary


• Select the HTML Report Panel to use for creating queries

• Build new queries using the HTML Report Panel


• Edit queries 1• Enhance the report using breaks, sections, calculations, sorts and report filters

• Save a Web Intelligence document 1

1

1

L

B-18 BusinessObjects Web Intelligerice Xl: Report Design — Learner’s Guide