Web Intelligence Gettingstarted

Getting Started with WebIntelligence

BusinessObjects 6.5

Windows and UNIX

2 Getting Started with WebIntelligence

Copyright Copyright © 2004 Business Objects. All rights reserved.

Trademarks Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners.Contains IBM Runtime Environment for AIX(R), Java(TM) 2 Technology Edition Runtime Modules (c) Copyright IBM Corporation 1999, 2000. All Rights Reserved.This product includes code licensed from RSA Security, Inc. Some portions licensed from IBM are available at http://oss.software.ibm.com/icu4j.

Use restrictions This software and documentation is commercial computer software under Federal Acquisition regulations, and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense. The use, duplication, or disclosure by the U.S. Government is subject to restrictions set forth in subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at 252.227-7013.

Patents Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.

Part Number 362-50-650-01

Getting Started with BusinessObjects 3

Contents
Preface Maximizing your information resources 7
Information resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12About this tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Lesson 1 Accessing a document and navigating reports 19Logging into InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Setting your WebIntelligence viewing options . . . . . . . . . . . . . . . . . . . . . . . 27Searching for a WebIntelligence document . . . . . . . . . . . . . . . . . . . . . . . . . 29Navigating the reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Saving the document as an Excel spreadsheet . . . . . . . . . . . . . . . . . . . . . . 37Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Lesson 2 Working with prompts, filters, sorts, and drilling to more detail 43Setting your WebIntelligence drill options . . . . . . . . . . . . . . . . . . . . . . . . . . 46Opening a corporate document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Filtering a report to focus on a time period . . . . . . . . . . . . . . . . . . . . . . . . . . 51Sort sales revenue results by state . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Drilling to more detailed information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Printing a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Saving a document to a personal category . . . . . . . . . . . . . . . . . . . . . . . . . 62Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Contents

4 Getting Started with BusinessObjects

Con

Lesson 3 Creating a new document 67Setting your create/edit options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Building a query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Filtering the query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Creating a prompt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Running the query to generate a report . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Saving the document as a corporate document . . . . . . . . . . . . . . . . . . . . . 93Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Lesson 4 Organizing the data in your document 99Opening a document in Edit mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Group the report into sections for each quarter . . . . . . . . . . . . . . . . . . . . . 104Add a break to a table to split out product line information . . . . . . . . . . . . 106Sort the sales revenue results to prioritize high results . . . . . . . . . . . . . . . 109Add sum and average calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111Apply a currency format to cell values . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Saving your changes as a personal document . . . . . . . . . . . . . . . . . . . . . 116Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Lesson 5 Incorporating drill capabilities 119Setting your drill options in InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Opening a document in Edit mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Setting the scope of analysis for drill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127Testing the document drill capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Saving the document as personal document . . . . . . . . . . . . . . . . . . . . . . 137Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

tents

Getting Started with BusinessObjects 5

Lesson 6 Giving a document your corporate look 141Opening a document in Edit mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144Naming the reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146Inserting a chart in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148Defining the page layout of the report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158Formatting a chart title and legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162Display alternate row colors in the table . . . . . . . . . . . . . . . . . . . . . . . . . . 167Inserting a company logo in the page header . . . . . . . . . . . . . . . . . . . . . . 169Saving the document to InfoView Corporate Documents . . . . . . . . . . . . . 172View the final document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Appendix A Installing the sample documents and data sources 177Setting up the eFashion universe and data source . . . . . . . . . . . . . . . . . . 179Setting up the sample documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181Allocating appropriate security rights to users . . . . . . . . . . . . . . . . . . . . . . 191

Index 193

Contents

6 Getting Started with BusinessObjects

Con
tents

Maximizing your information resources

preface


Max

OverviewInformation, services, and solutions

The Business Objects business intelligence solution is supported by thousands of pages of documentation, available from the products, on the Internet, on CD, and by extensive online help systems and multimedia.Packed with in-depth technical information, business examples, and advice on troubleshooting and best practices, this comprehensive documentation set provides concrete solutions to your business problems.Business Objects also offers a complete range of support and services to help maximize the return on your business intelligence investment. See in the following sections how Business Objects can help you plan for and successfully meet your specific technical support, education, and consulting requirements.

imizing your information resources

Getting Started with WebIntelligence 9

Information resourcesWhatever your Business Objects profile, we can help you quickly access the documentation and other information you need.

Where do I start? Below are a few suggested starting points; there is a summary of useful web addresses on page 12.

Documentation RoadmapThe Documentation Roadmap references all Business Objects guides and multimedia, and lets you see at a glance what information is available, from where, and in what format. View or download the Business Objects Documentation Roadmap at www.businessobjects.com/services/documentation.htm

Documentation from the productsYou can access electronic documentation at any time from the product you are using. Online help, multimedia, and guides in Adobe PDF format are available from the product Help menus.

Documentation on the webThe full electronic documentation set is available to customers with a valid maintenance agreement on the Online Customer Support (OCS) website at www.businessobjects.com/services/support.htm

Buy printed documentationYou can order printed documentation through your local sales office, or from the online Business Objects Documentation Supply Store at www.businessobjects.com/services/documentation.htm

Search the Documentation CDSearch across the entire documentation set on the Business Objects Documentation CD shipped with our products. This CD brings together the full set of documentation, plus tips, tricks, multimedia tutorials, and demo materials.Order the Documentation CD online, from the Business Objects Documentation Supply Store, or from your local sales office.

Information resources

http://www.businessobjects.com/services/support.htm

http://www.businessobjects.com/services/documentation



http://www.businessobjects.com/services/documentation.htm



Max

MultimediaAre you new to Business Objects? Are you upgrading from a previous release or expanding, for example, from our desktop to our web solution? Try one of our multimedia quick tours or Getting Started tutorials. All are available via the Online Customer Support (OCS) website or on the Documentation CD.

How can I get the most recent documentation?You can get our most up-to-date documentation via the web. Regularly check the sites listed below for the latest documentation, samples, and tips.

Tips & TricksOpen to everyone, this is a regularly updated source of creative solutions to any number of business questions. You can even contribute by sending us your own tips.www.businessobjects.com/forms/tipsandtricks_login.asp

Product documentationWe regularly update and expand our documentation and multimedia offerings. With a valid maintenance agreement, you can get the latest documentation – in seven languages – on the Online Customer Support (OCS) website.

Developer Suite OnlineDeveloper Suite Online provides documentation, samples, and tips to those customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support (OCS) website.

Send us your feedbackDo you have a suggestion on how we can improve our documentation? Is there something you particularly like or have found useful? Drop us a line, and we will do our best to ensure that your suggestion is included in the next release of our documentation: [email protected]

NOTE

If your issue concerns a Business Objects product and not the documentation, please contact our Customer Support experts. For information about Customer Support visit: www.businessobjects.com/services/support.htm


http://www.businessobjects.com

http://www.businessobjects.com/forms/tipsandtricks_login.asp

mailto:[email protected]



ServicesA global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business.

How we can support you?Business Objects offers customer support plans to best suit the size and requirements of your deployment. We operate three global customer support centers:• Americas: San Jose, California and Atlanta, Georgia• Europe: Maidenhead, United Kingdom• Asia: Tokyo, Japan and Sydney, Australia

Online Customer SupportOur Customer Support website is open to all direct customers with a current maintenance agreement, and provides the most up-to-date Business Objects product and technical information. You can log, update, and track cases from this site using the Business Objects Knowledge Base.

Having an issue with the product?Have you exhausted the troubleshooting resources at your disposal and still not found a solution to a specific issue? For support in deploying Business Objects products, contact Worldwide Customer Support at: www.businessobjects.com/services/support.htm

Looking for the best deployment solution for your company?Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in relational and multidimensional databases, in connectivities, database design tools, customized embedding technology, and more.For more information, contact your local sales office, or contact us at: www.businessobjects.com/services/consulting.htm

Looking for training options? From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Find more information on the Business Objects Education website: www.businessobjects.com/services/education.htm

Services

http://www.businessobjects.com/services/education.htm


http://www.businessobjects.com/services/consulting.htm


Max

Useful addresses at a glance

Address ContentBusiness Objects Documentation

www.businessobjects.com/services/documentation.htm

Overview of Business Objects documentation. Links to Online Customer Support, Documentation Supply Store, Documentation Roadmap, Tips & Tricks, Documentation mailbox.

Business Objects Documentation mailbox

[email protected]

Feedback or questions about documentation.

Product documentation

www.businessobjects.com/services/support.htm

The latest Business Objects product documentation, to download or view online.

Business Objects product information

www.businessobjects.com

Information about the full range of Business Objects products.

Developer Suite Online

www.techsupport.businessobjects.com

Available to customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support (OCS) website. Provides all the documentation, latest samples, kits and tips.

Knowledge Base (KB)


Technical articles, documents, case resolutions.Also, use the Knowledge Exchange to learn what challenges other users – both customers and employees – face and what strategies they find to address complex issues. From the Knowledge Base, click the Knowledge Exchange link.

Tips & Tricks

www.businessobjects.com/forms/tipsandtricks_login.asp

Practical business-focused examples.



mailto:[email protected]


http://www.businessobjects.com

http://www.techsupport.businessobjects.com/


http://www.businessobjects.com/forms/tipsandtricks_login.asp


Online Customer Support


www.businessobjects.com/services

Starting point for answering questions, resolving issues.

Information about registering with Worldwide Customer Support.

Business Objects Education Services

www.businessobjects.com/services/education.htm

The range of Business Objects training options and modules.

Business Objects Consulting Services

www.businessobjects.com/services/consulting.htm

Information on how Business Objects can help maximize your business intelligence investment.

Address Content

Useful addresses at a glance


http://www.businessobjects.com/services/

http://www.businessobjects.com/services/education.htm

http://www.businessobjects.com/services/consulting.htm


Max

About this tutorialThis tutorial shows you how to use the core features of WebIntelligence to answer typical business questions. Six lessons teach you the steps you need to follow to view, analyze, format, and create WebIntelligence documents. Each lesson is accompanied by a sample document(s) based on the sample eFashion universe and database.

AudienceThis tutorial is intended for business users who:• are using WebIntelligence for the first time

or• would like to discover the new features in the latest WebIntelligence version

What you need to do the tutorialTo do the lessons in this tutorial, you need:• an Internet browser installed on your PC• a URL to the InfoView server at your company or group• your login and password to InfoView• security rights to use the full WebIntelligence feature set and to access the

sample WebIntelligence documentsContact your BusinessObjects administrator, if you need any more information about accessing InfoView or the demo WebIntelligence documents.

NOTE

Your administrator needs to copy the sample documents, universe, and data source onto the Business Objects server and configure your user profile appropriately. Full information on how your administrator can do this is provided in Installing the sample documents and data sources on page 177 of this tutorial.



What you will learn in each lessonThis tutorial is based on business information for a national retail store eFashion that sells fashion merchandise in 11 US cities.It is the year 2003. You use WebIntelligence to view, analyze, and create reports based on data about eFashion sales, products, and stores.The following table lists the business questions you will ask and the WebIntelligence product features you will use to answer them:

Lesson Business Question Learn How To

1 What are the sales revenue figures for stores in the three states for which I am responsible?

Access a WebIntelligence document in InfoView. Answer a prompt to return specific data to the document. Navigate the reports and save the document as an Excel spreadsheet.

2 What are the sales revenue figures per city in Massachusetts in the second half of 2001, 2002, and 2003. Which state demonstrated the highest sales revenue over all quarters for those years? Which months in Q4 account for high or low results?

Filter and sort report values to focus the report information. Drill report values to analyze detail data behind summary information without launching Edit mode.

3 How can I set up a document to show how much revenue each product line generated this year for the eFashion store? How can I enable different regional sales managers to access the same document and be able to view only the information for the state(s) they specify?

Create a new document, build a query with filters, and generate a standard report. Save the document to InfoView as a personal document.

About this tutorial


Max

4 How can I set up a document to show how much revenue each product line generated this year for each eFashion store?

Edit a document to add sections, breaks, sorts, and predefined calculations. Select a number format for the displayed values.

5 How can I set up a document so that Product Line managers can drill to more detailed data for the product categories for which they are responsible?

Set your drill options in InfoView. Edit a document to include a scope of analysis so that the document becomes drillable. Drill on report values in Edit mode.

6 How can I format a document so that the reports reflect the corporate identity of my organization?

Edit a document to add a chart and personalize the report formatting. Add a corporate logo, select format options for fonts and colors, and format the chart.

Lesson Business Question Learn How To



Sample documentsAt the beginning of each lesson, the tutorial provides an illustration of the WebIntelligence document that the lesson will teach you to analyze or build. Your BusinessObjects administrator needs to make these documents and the eFashion universe upon which they are based available to you in InfoView.

The information your administrator needs to do this is in Installing the sample documents and data sources on page 177 at the end of this tutorial.

About this tutorial


Max

Multimedia Quick TourFor some of the tasks described in this tutorial there are animated demonstrations in the multimedia Quick Tour. To access the Quick Tour:• Click the Help button on the WebIntelligence Java Report Panel and then

select Quick Tours from the online help menu.Or

• Click the Help button on the InfoView toolbar, then click Multimedia Quick Tours on the welcome page of the online help.

NOTE

If the welcome page of the online help does not appear when you click the InfoView help button, you need to click Show in the top right corner of the help page, so that the Contents tab appears. You can then click InfoView – WebIntelligence Online Help, on the Contents tab, to view the welcome page.

Conventions used in this guideThe conventions used in this guide are described in the table below.

Convention Indicates

This font Code, SQL syntax, computer programs. For example: @Select(Country\Country Id). This font is also used for all paths, directories, scripts, commands and files for UNIX.

Some code more code

Placed at the end of a line of code, the symbol ( ) indicates that the next line should be entered continuously with no carriage return.

$DIRECTORYPATHNAME The path to a directory in the Business Objects installation/configuration directory structure. For example:• $INSTALLDIR refers to the Business Objects

installation directory.• $LOCDATADIR refers to a subdirectory of the

BusinessObjects installation directory called locData.


Accessing a document and navigating reports

lesson


OverviewBusiness question

What are the sales revenue figures for stores in the three states for which I am responsible?

Learning ObjectiveIn this lesson you will learn how to access WebIntelligence documents from InfoView, and how to navigate the information displayed in reports. You will:• log into InfoView• set your WebIntelligence viewing options• search for a WebIntelligence document• navigate the reports in a document• save the document as an Excel spreadsheet• log out of InfoView

Time20-25 minutes

Sample documentsTwo sample documents accompany this lesson:• Store Sales Revenue_1 – WebIntelligence format file (lesson1.wid)• Store Sales Revenue (xls) – Microsoft Excel format file (lesson1.xls)

NOTEBefore you start, make sure you have access to the sample documents that accompany each lesson of this tutorial. For full information see Installing the sample documents and data sources on page 177.


Before you startThe first time you use InfoView you need to check that your browser settings are optimized for Business Objects product technology.

NOTE

To run the check the browser on your PC needs to be JavaScript enabled. Click the online Help in your web browser toolbar and search for JavaScript or security settings to find out how to check your settings. Enable JavaScript, if necessary.

Run the browser configuration check1. Launch your web browser.2. Point your browser to the InfoView bookmark or URL.

The InfoView login page appears.


NOTE

If the appearance of InfoView differs from the examples given in this tutorial, this is either because the display options selected on your InfoView Options page are different to those illustrated here or because your administrator has defined a custom look and feel for the user interface to match your corporate standards.

3. Click the Click here link for new users.

The Browser Check page appears.

4. Click Check Browser.


InfoView checks your PC, and then displays information about your browser in the Client Configuration Details section of the page.

You need to ensure your client configuration, including your Java Virtual machine and browser type and version, is compatible.

5. Click the Online Help link.The online help launches in a separate browser window.

6. Click the PAR link to find information about supported browsers and configuration.If your browser or Java Virtual Machine is not listed, contact your administrator.

7. Click the Back to Login button.InfoView displays the Login page.You are ready to log into InfoView and start the tutorial.


Logging into InfoView You want to

Access a WebIntelligence document containing information about eFashion store sales revenue.

You do this byLaunching your web browser and logging into InfoView, the enterprise business intelligence portal.

Access InfoViewYou use your web browser to access InfoView. If your browser is not already open, launch your browser now and open the InfoView login page by pointing your browser to the InfoView bookmark or URL provided by your BusinessObjects administrator.Once you are on the login page, you are ready to start.


Log into InfoView1. Click the Log In button.

The Name and Password boxes appear.

2. In the Name box, type your user name.3. In the Password box, type your password.

NOTE

Your user name and password are decided by your BusinessObjects administrator. Contact your administrator if you don’t already know them.

4. Click OK.

Logging into InfoView


The InfoView home page appears.

Before you open a WebIntelligence document, you need to set your viewing options, so that you can interact with the report data. Opting to view the document in an interactive format will allow you to filter, sort, and drill the values displayed in the reports.


Setting your WebIntelligence viewing options You want to

Filter and sort the report information in the Store Sales Revenue document.

You do this bySetting your viewing options to HTML (Interactive) format in InfoView.

Select a view format1. Click the Options button on the InfoView toolbar.2. Click the View tab.

The View tab lists the options available to you when you view business intelligence documents via InfoView.

3. Scroll down to the section for WebIntelligence documents.

Setting your WebIntelligence viewing options


4. Select HTML (Interactive).5. Click OK, to confirm the new setting.

InfoView displays the home page.

You are ready to access the Store Sales Revenue_1 document and interact with the information in reports.


Searching for a WebIntelligence document You want to

Open a corporate WebIntelligence document. You are not sure where the document is stored among the Corporate Document categories in InfoView.

You do this bySearching for the document by name.

Search for a corporate document1. On the InfoView home page, in the Search box below the Corporate

Documents section, type:Store Sales Revenue_1.

2. Click Search.The document appears in the list of Corporate Documents.

WebIntelligence documents are indicated by this icon:

You want to view the document and interact with the report information, without editing the document format or the data it contains. Opening a document with a prompt

Searching for a WebIntelligence document


View a document1. Click the name of the Store Sales Revenue_1 document.

A prompt box appears. The prompt allows you to select the US states that are relevant to the information that you require.

The names of the US states for which the eFashion company has data are listed on the left of the Prompts dialog box. You want to view the sales revenue figures for two eastern US states, for which you are responsible: DC and New York.


2. Select DC, and then click the lower Add >> button to add it to the list of selected values.

3. Add New York to the list of values.

4. Click Run Query.

Searching for a WebIntelligence document


WebIntelligence returns the data for DC and New York from the database and displays the document. Information corresponding DC and New York appears in the reports.

5. Click the Toggle to Draft Mode button on the report toolbar.In Draft Mode you can view the entire report without page breaks.

TIPUse the scroll bars to position the document, so that you can see the table and the chart. You can also resize the different panes in the window by placing the cursor over a pane border and dragging to enlarge or reduce the pane size.


Navigating the reports You want to

Quickly view the sales revenue results for store by state for the past three years.

You do this byNavigating the reports and sections in the document.

Understand the HTML view formatThe document displays in the center of three panes.

TIPIf the Document Map or the Prompts Pane are hidden, click the Fold/Unfold arrow to display them.

Allows you to navigate from report-to-report within a document and from section-to-section within reports.

a – Document Map

Displays the document and its reports.

Displays the values selected for a prompt and allows you to select different value(s) and run the query again to return those values to the document.

b – Document Pane

c – Prompts Pane

a

cb

Navigating the reports


The document contains two reports. The names of each report display on the report tabs at the bottom of your browser window.

The first report contains a table and a chart that display the annual and quarterly figures for sales revenue for each city in the DC and New York states. The Document Map provides links to the reports, sections, tables, and charts in the document.

Use the Document Map1. If the Document Map is hidden, click the Fold/Unfold arrow, at the top left of

the report, to display it.1. In the Document Map, click the + sign next to the name of the first report.

You see that the report called Sales by State contains three sections that group the information by year.

2. Click 2002.You jump to the report section that displays 2002 information.


Use the report tabs1. Click the second report tab Stores to view the report for stores.

This report contains a form for each of the stores in the DC and New York states.

2. To view this report in draft mode too, click the Toggle to Draft Mode button on the report toolbar.

3. In the Document Map, click the + sign next to Stores.4. Click the e-Fashion Washington Tolbooth link, to view information for the

store in Washington DC.

Navigating the reports


The details for the e-Fashion store in Washington appear.

You can navigate documents page-by-page.

NOTE

Depending on the default onscreen page size defined by your administrator, the sample reports can be contained in one or more pages when you view those reports onscreen. If the Page navigation option (illustrated on the left), is not visible at the top right of the report, this means that the report is contained in a single page. If this is the case, skip the following exercise and continue directly to Saving the document as an Excel spreadsheet on page 37.

View the document page-by-page1. Return to the Sales by State report.2. Click the Toggle to page mode button again.

The report appears in Page mode.3. Click the forward arrow to view the next page(s) of the document until you see

results displayed for year 2003.

You notice that sales revenue in 2003 is lower in Q4 than Q1 - Q3.You will now learn how to save the document as a Microsoft Excel spreadsheet, so you can share the information with colleagues in a meeting.

Toggle to page mode button

Page forward arrow


Saving the document as an Excel spreadsheet You want to

Present the information in the document to your colleagues in a meeting as a Microsoft Excel spreadsheet.

You do this bySaving the document to a local directory as an Excel file (.xls).

Save the document as an Excel spreadsheet1. Click Save on the Report toolbar.

The Save page appears. It lists the different ways to save your document.

2. In the Save to my computer section, click Microsoft Excel format (.xls)3. Click Save to my computer.

Saving the document as an Excel spreadsheet


If a security warning appears asking you whether you want to open or save the document, click Save. A file download box appears. You copy the document from the server to your local computer.

Depending on the version of Microsoft Windows installed on your PC, the graphical design of this dialog box may be different from the illustration above.

4. Select Save.5. Click OK.

A Save As dialog box appears.

6. Browse to the folder where you want to save the new Excel file.7. Click Save.


The file is copied to the selected folder. You may or may not see the Excel generated file displayed on your screen.

8. When the downloading process is finished, click the Close button in InfoView.

9. From the Start menu on your PC, launch Microsoft Excel and open the file you just saved.The document opens in Excel. The formatting of the original document is retained.

Saving the document as an Excel spreadsheet


10.With your cursor, select the InfoView browser window on your desktop and expand the window.

11. If the save page appears again, click Close.

The original document appears.12.You don’t want to consult the document again, so click the Close button at the

top right of the open document.

You are ready to log out of InfoView.

Close

Close button


Logging out of InfoView You want to

End your InfoView user session.

You do this byLogging out of InfoView.

Log out of InfoView1. Click Logout.

The Logout page appears.

2. Click Logout again.InfoView closes.You have now completed lesson 1.

Logging out of InfoView


Working with prompts, filters, sorts, and drilling to more detail

lesson


OverviewBusiness questions

What are the sales revenue figures per city in Massachusetts in the second half of 2001, 2002, and 2003. Which state demonstrated the highest sales revenue over all quarters for those years? Which months in Q4 account for high or low results?

Learning ObjectiveIn this lesson you will learn how to analyze the quarterly sales revenue figures for eFashion city branches over the past two years, to find out the reasons for low results. Once you have identified the problem months, you will print out the document in PDF format and save the document to a new Personal Documents category in InfoView.You will use InfoView and WebIntelligence to do the following:• select your WebIntelligence drill options• open a corporate document• filter and sorting report information• sort sales revenue results by state• drill to more detailed information• save a document to a personal category• print a report• log out of InfoView

Time20-25 minutes.

Sample documentsOne sample document accompanies this lesson:• Store Sales Revenue_2 – WebIntelligence format file (lesson2.wid)


NOTEStore Sales Revenue_2 demonstrates what the document will look like at the end of Lesson 2. To follow the steps in this lesson, you will need to open Store Sales Revenue_1. To find out how to access this document, see Open a corporate document on page 48.

Before you startBefore you can begin, you need to log into InfoView using your web browser.If you are continuing on from Lesson 1, then you need to check you are on the InfoView home page.

If you are starting this lesson after having logged out from Lesson 1, refer to Logging into InfoView on page 24 to find out how to log in to InfoView and set your viewing options.


Setting your WebIntelligence drill options You want to

Filter, sort, and analyze report information, to get a better understanding of sales revenue results in Massachusetts from year 2001 - 2003.

NOTE

The Interactive Reporting options, to filter and sort report results, are not available if WebIntelligence is deployed in ASP mode. If this is the case, you can only follow the exercises for Drill in this chapter.

You do this byChecking your InfoView options for interactive report viewing and setting your WebIntelligence drill options.

Set your drill options in InfoView1. Click the Options button on the InfoView toolbar.2. Click the View tab:

Your WebIntelligence drill options are listed.


3. In the WebIntelligence Documents section, verify that HTML (Interactive) is selected.If WebIntelligence is deployed in ASP mode the HTML (Interactive) view format is not available. In this case, verify that your InfoView Options on the View tab are set to HTML. The HTML view mode will enable you to perform the exercises in this lesson for drilling on reports.

4. In the Drill Options section, select Start drill on a duplicate report.5. In the General Drill Options section select Synchronize drill on report

block.

6. Click OK.You return to the InfoView home page.

You are ready to access the Store Sales Revenue_1 document and interact with the information in the reports.

Setting your WebIntelligence drill options


Opening a corporate document You want to

Open the Store Sales Revenue_1 document from Corporate Documents in InfoView.

You do this bySelecting the document from a category on the Corporate Documents list.

NOTE

The following section tells you how to open a corporate document from an InfoView document category called Tutorial. This is the category name recommended to your administrator in the appendix of this guide (see Installing the sample documents and data sources on page 177). However, your administrator may have chosen to install the documents you need in a different category. If this is the case, contact your administrator for more information.

Open a corporate document1. Under the Corporate Documents section of the home page, click the

document category where your administrator saved the sample documents that accompany this tutorial.In this illustration below, “Tutorial” is the name of the corporate document category where the Store Sales Revenue_1 document is stored.

The corporate document page appears for the category you selected. This is the page that contains links to each of the documents that you will use for this tutorial.


2. Click the title of the Store Sales Revenue_1 document.

The prompt for US states appears.

In this lesson, you will add DC, Massachusetts, and New York to the list of states for which you want sales information, and then analyze the sales revenue by filtering values and then drilling to more detail.

3. Click DC and then click the >> button.DC appears in the Values Selected pane.

4. Repeat step 3. to add Massachusetts and New York to the Values Selected pane.

Opening a corporate document


5. Click Run Query.WebIntelligence returns data for Washington DC, New York, and Massachusetts to the document. The information for the three states displays in the reports.

You are particularly interested by sales revenue performance for the last half of each year. To focus on this information, you will filter the results on the Sales by State report, so that the report only displays results for Q3 and Q4.


Filtering a report to focus on a time period You want to

View the sales revenue figures for the last half of each year for the last three years in the three US states that are your responsibility.

You do this byImplementing a filter to restrict the information available to results in Q3 and Q4.

Define a filter to restrict data to values for Q3 and Q41. With the Sales by State report selected, right-click any value in the Quarter

column.The interactive reporting menu appears.

2. Select Filter by.

The Dynamic Filters pane appears to the left of the report.

Filtering a report to focus on a time period


The pane contains a box listing the four quarters.

3. Press the Ctrl key, and while keeping the key pressed, click Q3 and Q4 in the list.Q3 and Q4 are highlighted.

4. Click Apply.The report changes to display only information for Q3 and Q4 in each year. The data for Q1 and Q2 is hidden from the report.


5. Click the Toggle to Draft Mode button on the report toolbar.6. Scroll down the report to see the values for 2002 and 2003.

Notice that it wasn’t necessary for WebIntelligence to run the query again to retrieve the filtered data from the databaseThis is because, when you filter reports the information contained in the document remains unchanged – the values you don’t include in the filter are simply hidden from the report.You have decided to review the sales revenue for each state over four quarters, and you want to sort the data for sales revenue within each state to see quickly the best performing cities.

7. Right-click any value in the Quarter column.8. Select Filter by from the shortcut menu.

Filtering a report to focus on a time period


9. Click the Remove button in the Dynamic Filters pane.

The report appears with no filter on the Quarter column.Values for all four quarters are displayed on the report.

You want to display the sales revenue results for each state in descending order from highest to lowest. To do this, you will apply a sort.


Sort sales revenue results by state You want to

Sort the figures for total revenue within each state, so that the highest figures appear in the first few rows of the table.

You do this byUsing the sort option to rank the data in a descending order.

Apply a descending sort to column values1. Right-click any value in the Sales Revenue column.

2. Move your pointer down to Sort on the shortcut menu.A second shortcut menu appears. It lists three possible sort orders:- Default- Ascending- Descending

3. Select Descending.

Sort sales revenue results by state


The table appears with the sales revenue figures sorted in descending order within each state.

You will now remove the sort on Sales Revenue so that the quarters are ranked from Q1 to Q4.

4. Right-click any value in the Sales Revenue column.5. Move your pointer down to Sort on the shortcut menu.6. Select Default.

The descending sort is removed from the Sales Revenue column.


Drilling to more detailed information You want to

Evaluate monthly performance of cities where eFashion shops are present.

You do this byActivating Drill mode, and drilling to monthly sales revenue detail.

Drill to monthly results for eFashion cities1. Click the Drill button.

The document appears in drill mode. WebIntelligence creates a duplicate report in the document. This is because you set your drill options to Start drill on a duplicate report (see Set your drill options in InfoView on page 46). The report tab on the duplicate report displays the Drill icon to show that this is the drillable report.

The drillable values on the table have hyperlinks to show you can access more detailed information for these values. The Quarter column header has an up arrow to show you can access more summary information by drilling up up on the values in this column.

Drill button

The Drill icon appears on the report tab of the duplicate report

Drilling to more detailed information


2. Right-click Q1 in the Quarter column.The Drill menu appears.

3. Select Drill Down to Month.

The table and chart display results for month instead of for quarter.

The Drill filters toolbar appears at the top of the report. The toolbar displays Q1. This indicates that the monthly results displayed on the table are for the months in Q1.


4. Select Q4 from the Drill filter.

The results for the months in Q4 appear in the table.

These are the results that interest you – the monthly performance of the eFashion shops over the last quarter of each year. You will now print a copy of the drilled report to distribute paper copies to other members of your team during a meeting.

Drilling to more detailed information


Printing a report You want to

Print a report from the document you are viewing so that you can distribute printouts to colleagues at a meeting.

You do this byViewing the document as a PDF file, and printing the report from the PDF.

NOTE

To view documents in PDF format, you need Acrobat Reader installed on your PC.

Print a report1. Click the link View in PDF Format.

Acrobat Reader opens within your browser, and the document appears in PDF format.


You want to navigate to the drilled report while viewing the document in PDF format.

2. Click the bookmark called Sales by State(1).This is the drilled report. If the bookmarks are not visible, click the Bookmarks tab on the left of your browser window.

3. Click the Print button on the Acrobat toolbar.4. In the Print Range section of the Print dialog box, select Current page.5. Make sure that the appropriate network or local printer is selected.6. Click OK.

The printout retains the page layout and formatting properties of the original report.You want to return to the HTML view of the WebIntelligence document.

7. In the report toolbar, click View in HTML format.

The document displays in HTML format as before.8. To end drill mode, click the Drill button.

Before you log out of InfoView to end your user session, you want to save the drilled document under a new document name, into your Personal Documents area in InfoView.

Printing a report


Saving a document to a personal category You want to

Keep a copy of the document for your personal use, so that you can edit the document in the future without modifying the version stored in Corporate Documents.

You do this bySaving the document to your Personal Documents area in InfoView, in a new personal document category called Stores.

Save the Store Sales Document as a personal document1. Click the Save link.

InfoView displays the Save options.2. Click Save as a personal document.


InfoView displays the save options.

3. You can accept the default name, or type a name of your choice in the Document Name box.You cannot use the following characters in document names:/ \ : * < > |Notice that he Description and Keywords boxes display the information typed in by the person who created the original document. You can modify the information if you want, by deleting and/or typing text into each box.You need to create the new document category Stores now, so that you can save the document to the Stores category.

Saving a document to a personal category


Create a new category called Stores1. Click the Categories link.

WebIntelligence lists your Personal Categories.2. Type Stores in the box to the left of the Create link.

3. Click Create.InfoView creates the category and displays a confirmation message.

4. Click Close.InfoView displays the Save page again. Now, the new category appears.

Type the name of the new Stores category here

The new Stores category appears here


5. Select the Stores category.6. Select the Refresh When Opened check box.

This means that WebIntelligence will return the latest data from the database to the document automatically each time you open the document, and launch the prompt for State.

7. Click OK.WebIntelligence saves the document to the Stores category on your Personal Documents page.

8. To see the document listed on your Personal Documents page, click the Home button on the InfoView toolbar then click the Stores link under Personal Documents.

Your personal copy of the Store Revenue_1 document is listed in the Stores category.

You are ready to either:• log out of InfoView now and continue this tutorial later (see Logging out of

InfoView on page 66)Or

• continue the next lesson in this tutorial now (see Creating a new document on page 67)

Saving a document to a personal category






The Logout page appears.2. Click Logout again.

InfoView closes.You have now completed Lesson 2.

Creating a new document

lesson


OverviewBusiness questions

How can I set up a document to show how much revenue each product line generated this year for the eFashion store? How can I enable different regional sales managers to access the same document and be able to view only the information for the state(s) they specify?

Learning ObjectiveIn this lesson you will learn how to create a new document containing sales revenue information for product line sales by store, and how to create a query filter that enables other users to specify the information they want to return to the document.You will use InfoView and WebIntelligence to do the following:• set your create/edit options• build a query• filter the query• create a prompt• run the query and generate a report• save the document to the Corporate Documents page in InfoView• log out of InfoView

Time20-25 minutes.

Sample documentsOne sample document accompanies this lesson:• Revenue for Current Year – WebIntelligence format file (lesson3.wid)

NOTERevenue for Current Year demonstrates what the document will look like at the end of Lesson3. To follow the steps in this lesson, you will create a new document from scratch based on the sample eFashion universe.


Before you startBefore you can begin, you need to log into InfoView using your web browser.If you are continuing on from Lesson 2, then you need to check you are on the InfoView home page.

If you are starting this lesson after having logged out from Lesson 2, refer to Logging into InfoView on page 24 to find out how to log in to InfoView and set your viewing options.


Setting your create/edit options1. Click the Options button at the top of the InfoView home page.

The Options page appears.

2. Click the Create/Edit tab.The Create/Edit tab appears. It lists the options that you can set to apply automatically each time you wish to create a document.

3. Verify that the Java Report Panel radio button is selected. If it is not, select it now.

Create/Edit tab

Verify that Java Report Panel is selected


4. Click OK.You return to the InfoView home page.

You are ready to create a new document using the WebIntelligence Java Report Panel.

Setting your create/edit options


Building a query You want to

Specify the data you want WebIntelligence to retrieve from the eFashion data source and return to your document.

You do this bySelecting the eFashion universe and defining a query that specifies the objects on the universe that you want to include in the document.

Select the eFashion universe1. On the InfoView home page, click Create a new document from a universe.

InfoView displays the list of universes you can access.2. Click the eFashion universe.

Click Universe to create a newdocument from a universe

Click eFashion universe


The first time you use the Java Report Panel you need to download an applet to your PC. Depending on your browser security settings, you may receive this Security Warning asking you if you want to install and run the WebIntelligence Report Panel.

3. Click Yes.OrIf you receive no security warning, the Java Report Panel opens directly.A series of connection boxes inform you of each stage of the connection process.

Building a query


The WebIntelligence Java Report Panel containing the eFashion universe appears in the browser.

The report panel opens in Query View. This is where you define the data content of a document. Query View has three zones displayed by default:

• Query Manager – provides the Data tab, with the objects available on the universe, and the Properties tab, with options to define the query properties

• Result Objects pane – where you specify objects for inclusion in the query• Query Filters pane – where you define filters to limit the query sizeThe Data tab displays the objects on the eFashion universe. The universe is mapped to the eFashion database. Each object you see in the Data tab represents specific data available on the database.An object can be one of the following:• Dimension – forms the subject matter for a query. You want to retrieve data

about these subjects.- Examples: Country, Year, Product Line

• Detail – describes a dimension.- Examples: Account Reference, Address, Invoice Number

• Measure – calculation based on one or more dimensions.- Examples: Sales Revenue, Profit Margin, Annual Salary

Query Manager Result Objects pane Query Filters paneQuery Manager


The dimensions and measures in a universe are contained in classes. Classes are folders that are used to organize objects in a universe:

Define the data definition of the query1. Double-click the Time Period class.

The objects in Time Period appear in a tree view.2. Click the [Year] dimension.3. Hold your mouse button down and drag [Year] over to the Result Objects

pane.

4. Release the mouse button.The Year dimension is now in the Results Objects pane. You have not moved or copied the object Year. It remains in the universe.

A folder represents a class

Each icon within a class represents an object

Details are under dimensions

Sales revenue is a measure

Building a query


The presence of Year in the Results Objects pane simply tells WebIntelligence that you want to retrieve information about Year.

If necessary, you can remove an object from the Result Objects pane by selecting the object and dragging it back to the Query Manager.

5. Click [Quarter] and drag it over to the Result Objects pane.The Quarter dimension appears in the Result Objects pane.

6. Expand the Store class.7. Click [Store name] and drag it over to the Result Objects pane.8. Expand the Product class.9. Click [Lines] and drag it over to the Result Objects pane.


10.Expand the Measures class.11.Click Sales [Revenue] and drag it over to the Result Objects pane.

The WebIntelligence report panel should appear as shown below.

Before you run the query and generate a report, you need to create filters so that the information WebIntelligence returns to the document is limited to information for a specific year and specific product lines.

Building a query


Filtering the query You want to

Limit the information that is returned to the document to results relevant to the current year and all clothing lines except accessories.

You do this byUsing a pre-defined filter called This Year and defining a filter that allows you to view data for all product lines except accessories.

NOTE

Pre-defined filters are created by your administrator on the universe. You cannot edit or delete pre-defined filters.

Include a pre-defined filter1. The Time Period class should still be open. If it is not, then expand it now.

The pre-defined filters are indicated by the yellow filter icon.2. Click the This Year pre-defined filter and drag it to the Query Filters pane.

This filter will limit the data returned to the document to data for the current year. You need to create a custom filter to exclude data for accessories.


Create a custom filter1. The Products class should still be open. If it is not, expand it now.2. Click the [Lines] dimension.3. Drag the [Lines] dimension over to the Query Filters pane.

The Filter Editor appears.

You use the Filter Editor to define the filter that will prevent information about accessories appearing when the results are returned for the query.

4. Click the arrow next to Operator, and then select Different from in the drop down list box.

Filtering the query


Different from appears as the selected operator.

5. Select the Value(s) from list radio button.A List of all the values for Lines appears.


6. Select Accessories and click the >> button to the right of the list.

Accessories appears in the Values Selected box.

7. Click OK.You return to the WebIntelligence report panel.

Filtering the query


The new filter Lines different from Accessories appears in the Query Filters pane below the pre-defined filter This Year.

Before you run the query and generate the report, you need to create a prompt so that each regional sales manager viewing or analyzing the document can specify the state for which they want to see information.


Creating a prompt You want to

Give regional sales managers viewing or analyzing the document the ability to view results for a selected state only.

You do this byCreating a prompt that will display a message telling the user to select a state from a list when they open or refresh the document.

Define a prompt1. The Store class should still be open. If it is not, expand it now.2. Click the [State] dimension and drag it over to the Query Filters pane, as

shown below.

Creating a prompt


The Filter Editor appears.

3. Verify that Equal to is the selected operator in the Operator drop down list box4. Select the Prompt radio button.

A default text for the prompt appears in the Prompt text box.

5. In the Prompt text box, type:Select a state


6. Verify that the Prompt with list of values radio button is selected. If it is not, select it now.This means that the sales managers consulting the document will be able to select the state they want from a list, instead of needing to type the name of the state.

7. Clear the Keep last value(s) check box.The Filter Editor dialog box should appear as shown below.

8. Click OK.

Creating a prompt


You return to Query View. The Query Filter pane lists the new prompt.

You are ready to run the query and generate a standard report.


Running the query to generate a report You want to

Generate a report that displays the results corresponding to the dimensions, filters, and prompt that you defined in Query View. Ensure that the results displayed in the table are displayed clearly.

You do this byRunning the query and modifying the column widths of the report table.

Run the query and generate a standard report1. Click the Run Query button.

Running the query to generate a report


A prompt box appears. This is the prompt that you created in the query. It asks you to select a state.

2. Click California in the State list, then click the >> button at the right of the list.

3. Click OK.A progress box appears. It shows the estimated time it will take for to retrieve the data and return the results to the document.


When the query has completed, a standard report appears containing a table. The table displays the results for the objects and filters you defined for the query.The Edit Report button on the toolbar is pressed in. This shows you that the WebIntelligence Report Panel now displays in Report view. When you are in Report View, the Data tab only lists the objects included in the document. Each report in the document is indicated by a report tab at the bottom of the report panel.

Each column in the table corresponds to an object in the query. The column headers display the name of each object.You can reposition the column borders to take into account the number of characters of column values.



Resize table columns1. Position the pointer over the border between the columns for Year and

Quarter.

2. Click the border and holding down the mouse button, drag the border to the left to reduce the width of the Year column.

3. Repeat step 1. and 2. for the border between the columns for Quarter and Store name.

4. Expand the border between Store name and Lines.The table should now look as shown below.

In the following lesson, you will learn how to break up the table into smaller more manageable sections. You will also sort the data, add calculations, and define a custom number format for one of the table columns.First of all, you modify the default title of the report so that the title describes the data that the report contains.


Modify the report title1. Select the report title cell.

The cell borders are highlighted.

2. Click the Properties tab.

If the Properties tab is not maximized, click the Show/Hide Manager button on the Report toolbar to display all the Report Manager tabs.

3. Click the Cell Properties sub-tab.

Show/Hide Manager button

Cell Properties sub-tab



The Cell Properties options appear.

4. Type the following report title in the Text box:Product Line Sales by Store

5. Press Enter.The new title appears in the title cell on the report.

Before making more modifications to your new report (see Lesson 4), you will save the document to the Corporate Documents area in InfoView. This will make the document available to other users.


Saving the document as a corporate document You want to

Save the new document and make it accessible to regional sales managers who use InfoView.

You do this bySaving the document to the Corporate Documents page in InfoView.

Save a document to InfoView Corporate Documents1. Click the arrow next to the Save button on the WebIntelligence toolbar.

Select Save as a corporate document.The Save to Corporate Documents dialog box appears.

Saving the document as a corporate document


NOTE

The domains and groups are created by your BusinessObjects administrator. This means that the Domains and Groups you see displayed in the Save to Corporate Documents dialog box may be different from those illustrated here.

2. In the Name box, type:Revenue for Current Year (<your name>)For example: Revenue for Current Year (Maria Sullivan)We advise you to include your name after the document name for the purposes of this tutorial, so that you and your colleagues can each save your own version of the document to the Corporate Documents page under a different name.

3. Type the following in the Description box:Report showing eFashion store revenue for lines other than accessories for the current year.

4. Select the Tutorial category.OrSelect a different category where you want to save the document.

5. Type the following words in the Keywords box:store revenue current year eFashion

6. Select Refresh on open.This means that WebIntelligence will run the query each time the document is opened and display the prompt you created on state. This allows each person opening the document to specify the state for which they want to view and analyze data.


7. Select the document domain to which you belong.

NOTE

Domains and Groups are created by your BusinessObjects administrator. This means that the Domains and Groups you see displayed in the Save to Corporate Documents dialog box may be different from those illustrated here.

8. Click OK.The document is saved to the InfoView Corporate Documents page.

Saving the document as a corporate document


9. To see the document listed on the Corporate Documents page, select your other browser window that displays InfoView and then on the Home page, click the Corporate Documents link.

10.Click the link to the category where you saved your document.OrClick All documents.Your new document is listed on the Corporate Documents page.



• continue the next lesson in this tutorial now (see Organizing the data in your document on page 99)








Logging out of InfoView


Organizing the data in your document

lesson



How can I set up a document to show how much revenue each product line generated this year for each eFashion store?

Learning objectiveIn this lesson you will learn to structure the document to allow regional managers to specify one state, and then view the results for that state only. You will use InfoView and WebIntelligence to do the following:• open a document in Edit mode• group the report into sections for each quarter• add a break to a table to split out product line information• sort the sales revenue results to prioritize high results• add sum and average calculations• apply a currency format to cell values• save your edits as a personal document• log out of InfoView

Time20-25 minutes.

Sample documentsOne sample document accompanies this lesson:• Revenue for Non Accessories – WebIntelligence format file (lesson4.wid)

NOTERevenue for Non Accessories demonstrates what the document will look like at the end of Lesson 4. To follow the steps in this lesson, you will open the document you created in Lesson 3 or open the sample document provided with Lesson 3 called Revenue for Current Year.


Before you startBefore you can begin, you need to log into InfoView using your web browser and check your user options are set correctly.If you are continuing on from Lesson 3, then you need to check you are on the InfoView home page.

If you are starting this lesson after having logged out from Lesson 3, refer to Logging into InfoView on page 24 to find out how to log in to InfoView.If you haven’t already set your create/edit options as explained in Lesson 3 in Setting your create/edit options on page 70, then set your options now.


Opening a document in Edit mode You want to

Edit an existing document to organize the information on its reports differently.

You do this byOpening a document in Edit mode.

Open a document in Edit mode1. On the InfoView home click the Corporate Documents link.

Click the All Documents link and from list of Corporate Documents, select either the sample document Revenue for Current YearOrSelect the document you created in Lesson 3. (For full information see Save a document to InfoView Corporate Documents on page 93.)

2. If only the name of the documents appear, click the View Details link.

The details about the document appear.

3. Click the Edit link.


The WebIntelligence Java Report Panel launches and the prompt for the document appears.

4. Select California and click the >> button.

5. Click OK.The document, showing sales revenue results for the current year in California, appears.

You will improve this report by editing and restructuring the information.

Opening a document in Edit mode


Group the report into sections for each quarter You want to

Organize the data by quarter.

You do this byCreating a section for the [Quarter] dimension. The results for each quarter will be grouped into different sections.

Create a section for quarter1. Click a cell in the Quarter column.

WebIntelligence selects the entire column for Quarter. The selected column is highlighted.

2. With the left mouse button pressed in, drag the selected cell from the table and position it over an empty part of the report page above the Year column, as shown below.


3. Release the mouse button.The report is separated into sections, headed by a section cell. Each section cell displays the value of a quarter.

4. If the section header cell is partly hidden by the table, rest your mouse on the top border of the table until a gray shadow appears around then table, and then press the left mouse button and drag the table down the report page until there is a clear space between the bottom of the section header cell and the top of the table.

A section cell appears clearly at the top of each set of quarterly results.

You want to split out the information within each section by product line, so that the results for each product line are grouped together. To do this, you will add a break.

This section cell displays the quarter value Q1. The table in the Q1 section only includes information for Q1.

Group the report into sections for each quarter


Add a break to a table to split out product line information

You want toGroup data within each quarter by product lines.

You do this byDividing the data up within each quarter section by creating a break on the Lines dimension.

Create a break on Lines1. Click a cell in the Lines column.

The cells on the selected column are highlighted.

The Lines column is selected


2. Click the Insert/Remove Break button on the report toolbar.

The table in each section is broken up into smaller tables sorted by the name of each product line.

Add a break to a table to split out product line information


3. Select the Lines column again, then click the Properties tab to the left of the displayed report.The properties for the report are displayed here.

4. Click the Break Properties sub-tab.

The options for the properties and page layout for the table breaks appear here.

5. Select Center value across break.The names of each line are centered across each break.

6. Select Avoid page break in block.This will ensure that the breaks in the table are not split across different report pages.


Sort the sales revenue results to prioritize high results

You want toDisplay the sales revenue results per product line from highest to lowest.

You do this byDefining a descending sort on the Sales Revenue column.

Define an ascending sort on Sales Revenue1. Click a cell in the Sales Revenue column.

The borders of the Sales Revenue column cells are highlighted.

2. Click the arrow next to the Sort button on the Report toolbar.

The Sales Revenue column is selected

Sort the sales revenue results to prioritize high results


3. Select Descending from the drop down list.The values in the Sales Revenue column are sorted in descending order within each break.

You want to add calculations to provide the sum and average of the sales revenue results for each product line per quarter.


Add sum and average calculations You want to

Within each quarter, show the total sales revenue and the average sales revenue for each product line.

You do this byInserting a sum and an average calculation on the Sales Revenue column.

Insert a sum and an average on sales revenue1. Click a cell in the Sales Revenue column.

The borders of the Sales Revenue column cells are highlighted.2. Click the Insert Sum button on the report panel toolbar.

The results of the sum for each product line appears in the table footer.

3. Verify that the Sales Revenue column cells are still selected. If the cells are not selected, click a cell in the Sales Revenue column now.

The sum appears inthe footer of each break on the table

Add sum and average calculations


4. Click the arrow next to the Insert Sum button and select Average from the drop down list as shown below.

A new table footer is inserted under the Sum row.The table footer displays the average sales revenue for each product line.

The new calculations use the default number format. You want to format the sum and averages differently.

A table footer displays the average sales revenue result for each line


Apply a currency format to cell values You want to

Modify the number format used for values in the Sales Revenue column. You want the same new format to be used for the sum and the average values.

You do this byModifying the default number format for the column to display a specific currency format. You then save this new format as a custom format that you can apply to other cells.

Apply a custom currency format to the Sales Revenue cells1. Right-click a cell in the Sales Revenue column.

The shortcut menu appears.

2. Click Format Number.The Number Format dialog box appears.

Apply a currency format to cell values


3. Click Currency in the Format Type list.The Properties pane lists the available currency formats.

4. Select the $1,234.57 currency format in the Properties box.

5. Click OK.


The sales revenue values are now in the new currency format.

6. Right-click a footer cell containing the sum of sales revenue for one of the lines, and then repeat step 2. to step 5.

7. Right-click a footer cell containing an average value, and repeat step 2. to step 5.The sum and average values are now in the same format as the sales revenue values.

The currency format in the sales revenue cells is modified

Apply a currency format to cell values


Saving your changes as a personal document You want to

Save your modifications for your own reference and ensure that other users will not be able to access the document.

You do this bySaving the modified document to your Personal Documents page in InfoView.

Save a document to InfoView Personal Documents1. Click the arrow next to the Save button on the WebIntelligence toolbar and

then select Save as a personal document.The save to Personal Documents dialog box appears.

2. In the Name box, type:Revenue for Non Accessories

3. Type a description in the Description box.4. Select the Stores category you created earlier in Saving a document to a

personal category on page 62.OrSelect another personal document category.

5. Type in some key words that describe the document into the Keywords box.


6. Make sure that Refresh on open is checked.This means that WebIntelligence will run the query each time the document is opened and display the prompt you created on state.

7. Click OK.The document is saved to your InfoView personal directory.

Saving your changes as a personal document








Incorporating drill capabilities

lesson



How can I set up a document so that Product Line managers can drill to more detailed data for the product categories for which they are responsible?

Learning objectiveIn this lesson you will learn how to include a scope of analysis in a document, so that people consulting the document can perform drill analysis on the values displayed in reports.You will use InfoView and WebIntelligence to do the following:• set your drill options in InfoView• open a document in Edit mode• set the scope of analysis for drill• test the drill capabilities of the document• save the drillable document as a personal document• log out of InfoView

Time20-25 minutes.

Sample documentsOne sample document accompanies this lesson:• Revenue for Non Accessories Drill Active – WebIntelligence format file

(lesson5.wid)

NOTERevenue for Non Accessories Drill Active demonstrates what the document will look like at the end of Lesson 5. To follow the steps in this lesson, you will open the document you worked on in Lesson 4 or open the sample document provided with Lesson 4 called Revenue for Non Accessories.





Setting your drill options in InfoView You want to

WebIntelligence to create a duplicate report when you start to drill, and synchronize the results of your drill analysis across all tables and charts in the report as you drill.

You do this bySetting your drill options in InfoView before you open and edit the WebIntelligence document.

Set your drill options1. Click the Options button on the InfoView toolbar.

The Options page appears.

Options


2. Click the View tab.The View tab appears. It lists the options that you can set to apply automatically each time you wish to view and drill on WebIntelligence documents.

3. Scroll down to the WebIntelligence Documents section.4. Select the HTML (Interactive) radio button.5. Select the Start drill on a duplicate report radio button.6. Check the Synchronize drill on report blocks check box.

7. Click OK.InfoView saves your new View settings. The InfoView home page appears.

Setting your drill options in InfoView



Modify a document, so that it includes drill capabilities for product managers who want to analyze more product detail when viewing quarterly sales revenue for shops in their state.

You do this byEditing the query in the document from Lesson 4 and defining a scope of analysis, so that more detailed data is included in the document than the results displayed in the reports. The detailed data will be available when you view the document in Drill mode.

Open a document in Edit mode1. On the InfoView home page either:

Click the Corporate Documents link, and then click the All Documents link to locate the sample document Revenue for Non Accessories listed under Corporate DocumentsOrClick the Personal Documents link, and then click the All Documents link to locate the document you worked on in Lesson 4. (For full information see Saving your changes as a personal document on page 116.)If only the title of the documents appear listed, click View Details.The Edit link appears.

2. Click Edit.The Java Report Panel launches.

The link to Edit mode


3. The prompt for state appears.Before WebIntelligence can display the document, you need to select the state for which you want to retrieve information.

4. From the list of states, select Texas, and then click the >> button.Texas appears in the Values Selected box.

5. Click OK.The document opens. The report displays results for Texas.



You will define drill capabilities for this document.6. Click the Edit Query button.

The document opens in Query View.• The Result Objects pane displays the objects included in the query.• The Query Filters pane displays the filters that limit the data returned to the

report.• The Data tab displays the objects on the universe, on which the document is

based.

You will edit the query to include a scope of analysis for drill.


Setting the scope of analysis for drill You want to

Set the scope of analysis level in the query to allow product managers to drill on dimensions in the document.

You do this byActivating the Scope of Analysis pane, and setting a level that corresponds to the number of hierarchical levels that a product manager may want to drill up or down on report information.

Display the Scope of Analysis pane1. Click the Show/Hide Scope of Analysis Pane button.

The Scope of Analysis pane appears underneath the Query Filters pane.

The Scope of Analysis Pane appears here

Setting the scope of analysis for drill


Depending on the size of your browser window, the Scope of Analysis pane may be minimized. You can expand the pane using your pointer.

2. Position your pointer over the separator between the Query Filters pane and the Scope of Analysis pane.An arrow appears.

3. Drag the separator line up until you can see the objects on the Scope of Analysis Pane.

4. If the Scope of analysis Pane overlaps the Query Filters Pane, place your pointer over the separator between the Result Objects pane and the Query Filters Pane, and then drag the separator line up, until the Query Filters pane is clearly displayed.


The Scope of Analysis is set to None by default. The objects that appear in white are the objects in the Results Objects pane. No other object higher or lower on the universe hierarchy than each object in the Results Objects pane appear in the Scope of Analysis pane.You will next set a scope of analysis of 2 for the query. This will allow you to drill down to detailed data two levels below the data displayed by the objects selected in the Result Objects pane when you view the reports in Drill mode.

Set the scope of analysis1. At the bottom of the Data tab, select the Hierarchies radio button.

The data available on the eFashion universe displays in hierarchies.

2. Expand the top level of each hierarchy by clicking the + arrows.Now you can see the hierarchical relationship between the objects for drill. Each hierarchy organizes objects that return data for related information. For example, the Time period hierarchy includes Year, Quarter, Month, Week and so on.This means that when you return values for Year to the report and include two levels of analysis, you will be able to drill down from Year to Quarter and then drill down again from Quarter to Month.

Hierarchies radio button



You will find out how to drill later in this lesson, in Testing the document drill capabilities on page 133.Now that the drill hierarchies are displayed, it is easy to select the levels of information you want to make available in the document. The hierarchies for each object appear.

3. Click the down arrow new to the Scope of Analysis drop down list box.

4. Select Two Levels.

The Scope of Analysis pane appears as follows:

The objects 1 and 2 levels below the objects displayed in the Result Objects pane appear in gray.


5. Click the All Objects radio button at the bottom right of the Data tab.The universe classes and objects appear listed again in the Data tab.

Now that you have set up the document to have drill ability, you will run the query.

All Objects radio button



Run the new query1. Click the Run Query button on the report panel toolbar.

The prompt box appears.2. Select Texas from the list of states, then click the >> button.

Texas appears in the Values Selected box.3. Click OK

WebIntelligence runs the query and retrieves the data for Texas to the document. The results for Texas display on the report.

Note that the Data tab displays the additional dimensions included in the scope of analysis you specified in step 4., above.


Testing the document drill capabilities You want to

Test the scope of analysis level you defined in the previous section to ensure that managers can access the appropriate levels of product data in the document.

You do this byStarting Drill mode and drilling down on product line values to view more details.

Start drill mode• Click the Drill button on the report panel toolbar.

The document appears as shown below.

WebIntelligence has inserted a duplicate report in the document. You drill on the duplicate of the original report. This is the option you set at the start of this lesson in Setting your drill options in InfoView on page 122. This allows you to drill up or down the values on the duplicate without modifying the original.

Testing the document drill capabilities


The dimensions that have dimensions below them on the hierarchy are shown as hyperlinks. For example, the hyperlinks on values for Lines show you can drill down from Product line information to product Category information. The dimensions that have dimensions above them on the hierarchy have an up arrow on the column header. For example, the arrows next to the Quarter values on each section header indicate that you can drill up the hierarchy to see summary results for Year.

Drill down to product categories1. Scroll down to the table break for Trousers in the Q1 report section.2. Click Trousers in the Lines column.

The Lines column header changes to Category. The values in the Category column are the different product categories in the Trousers product line.

The Drill filter appears on the Drill toolbar


A drill filter appears at the top of the report pane. The filter shows that because you drilled down to categories by clicking on Trousers, the table now displays results for the categories in the trousers product line. You can view values for categories in different product lines, by selecting a different product line name from the filter.

3. To see the sales revenue for dresses instead of trousers, click the arrow next to the filter, then select Dresses from the Lines drop down list box.

The Category column on the report now displays values for the product categories in the Dresses product line.

Testing the document drill capabilities


You have verified that more detailed product information is available to the document, if a product manager wants to work in drill mode to explore more detailed data. You will now quit drill mode, and save the document to include the scope of analysis you added when you modified the query earlier in this lesson in Setting the scope of analysis for drill on page 127.

End your drill session• Click the Drill button on the Report View toolbar.

The duplicate report displays the information for Dresses categories that were generated by your last drill action, but the report is no longer in Drill mode. The drill filter and the drill hyperlinks and up arrows no longer appear. You can view the drilled results, but you can no longer drill.

The Drill icon on the drilled report tab has changed to the view icon


Saving the document as personal document You want to

Save the modifications you made to the scope of analysis in your document now, so that you can work on the same document later to personalize its formatting before you make the document available to product line managers.

You do this bySaving the document to your Personal Documents page in InfoView.

Save a personal document1. Click the arrow next to the Save button on the WebIntelligence toolbar.

Select Save as a personal document.

The Save to Personal Documents dialog box appears.

The current name of the document appears in the Name text box.

Saving the document as personal document


2. In the Name text box, rename the document by typing:Revenue for Non Accessories Drill Active

3. In the Description box type:Drillable document showing eFashion store revenue for lines other than accessories for the current year.

4. Select the Stores category your created in Create a new category called Stores on page 64.

5. Type the following words in the Keywords box:analysis, product lines, store revenue, current year, eFashion

6. Select Refresh on open.WebIntelligence will run the query each time the document is opened and display the prompt you created on state. Select the document domain to which you belong.

7. Click OK.The document is saved to your InfoView Personal Documents page.

8. To see the document listed on your Personal Documents page, select your other browser window that displays InfoView and then click the Personal Documents link on the home page.

9. Click the link to the category where you saved your document.OrClick All documents.


Your new document is listed on your Personal Documents page.



• continue the next lesson in this tutorial now (see Giving a document your corporate look on page 141)

Saving the document as personal document








Giving a document your corporate look

lesson



How can I format a document so that the reports reflect the corporate identity of my organization?

Learning objectiveIn this lesson you will learn how to personalize the format your document by to produce a presentation-level report that reflects your corporate style.You will use InfoView and WebIntelligence to do the following:• open a document in Edit mode• name the reports• insert a chart in a report• define the page layout for the table and chart• format a chart title and legend• display alternate row colors in the table• insert the company logo in the page header• save the document to the InfoView Corporate Documents page• log out of InfoView

Time35 to 40 minutes.

Sample documentsOne sample document accompanies this lesson:• Revenue for Non Accessories Corporate Standard – WebIntelligence

format file (lesson6.wid)

NOTERevenue for Non Accessories Corporate Standard demonstrates what the document will look like at the end of Lesson 6. To follow the steps in this lesson, you will open the document you worked on in Lesson 5 or open the sample document provided with Lesson 5 called Revenue for Non Accessories Drill Active.






Edit a document to modify its formatting.

You do this byOpening the document from Lesson 5 in Edit mode.

Open a document in Edit mode1. On the InfoView home page either:

Click the Corporate Documents link, and then click the All Documents link to locate the sample document Revenue for Non Accessories Drill Active listed under Corporate DocumentsOrClick the Personal Documents link, and then click the All Documents link to locate the document you worked on in Lesson 5. (For full information see Saving the document as personal document on page 137.)If only the title of the documents appear listed, click View Details.The Edit link appears.

2. Click Edit.The Java Report Panel launches.

3. The prompt for state appears.Before WebIntelligence can display the document, you need to select the state for which you want to retrieve information.

Edit


4. From the list of states, select Texas, and then click the >> button.Texas appears in the Values Selected box.

5. Click OK.The document opens. The reports display results for Texas.

You will modify the formatting of this document.



Naming the reports You want to

Give each report a meaningful name so that people consulting this document can find the information they need easily.

You do this byReplacing the default names of the reports by names that describe the report information.

Rename a report1. Verify that the first report in the document is selected.

OrClick the first report tab in the document to select the report.

2. Right-click the first report tab.A shortcut menu appears.

3. Select Rename Report.The Report Properties tab appears in the left frame of your browser window.

4. In the Name text box, type:Sales by Line

5. Press the Enter key.The new name appears on the report tab.


6. To rename the second report in the document, repeat steps2. to 5., but name the second report:Sales by Category

7. Press the Enter key.The report information is clearly indicated by the names or each report displayed on the report tabs.

Naming the reports


Inserting a chart in a report You want to

Include a simple graphic that summarizes the sales revenue for each product line within each quarter.

You do this byAdding a bar chart to the report, so that a chart displays information relevant to each quarter in each section of the report.

Activating Structure View1. To select the Sales by Line report, click the Sales by Line report tab.2. Click the View Structure button on the Report toolbar.

The table appears in Structure View. Only the structure of the table is displayed. There is no data. Working in Structure View saves time when you make multiple modifications to report formats. This is because you can make multiple formatting changes to reports without requesting the server to implement each modification to the data. Once you have completed your modifications you can return to Results View to view the results in the new format.


Select a chart template1. Select the Templates tab in the Report Manager.

If the Templates tab is not visible, click the Show/Hide Manager button on the report panel toolbar to display the Report Manager tabs.The Templates tab lists the different templates for reports, tables, charts, and free-standing cells.

2. Click the + sign next to Charts.The different chart templates are listed.

3. Click the + sign next to Bar.The different types of bar chart templates are listed here.

4. Click Vertical Grouped.

Inserting a chart in a report


5. Drag the Vertical Grouped template over to the report, and drop it to the right of the table as shown below. Be sure to drop the chart template inside the two section dividers, so that the chart will appear within the report sections.

The Vertical Grouped bar chart template appears on the report.

You need to add the objects that you want to be included in the chart. Then, when you view the report again in Results View, the chart axes and bars will display the results for those objects.

Section dividers


Allocating objects to the chart1. Click the Data tab in the Report Manager.

The Data tab appears.2. Click the + sign next to Query 1...

The objects included in the document are listed here.

3. Select the Lines dimension.4. Hold the mouse button down and drag Lines to the chart.5. Position Lines under the X-Axis.

The ToolTip Place dimension objects here appears.

6. Drop Lines onto the X-Axis.7. In the Data tab, select the Sales revenue measure and drag it to the Y-Axis.8. Drop Sales revenue onto the Y-Axis when the ToolTip Place measure

objects here appears.



The chart now appears as follows:

Now that you have allocated objects to the chart, you can populate the chart with data by switching to Results View.

Add data to the chart• Click the View Results button on the Report toolbar.

The report is displayed in Results view. The new chart appears to the right of the table. The values for the objects you allocated to the chart display on the chart bars and axes.

Next, you will resize the chart appropriately.


Resize the chart1. Select the chart.

A blue border appears around the chart.

2. Position your pointer on the right-hand border until an arrow appears.

3. With the chart still selected, drag the border to the right until the values for lines on the X-Axis display more clearly.

If you can’t drag the chart border far enough in one move, use the scroll button at the bottom of the report panel to scroll further to the right and then drag the chart border to the right again.

The cursor displays as an arrow



4. Position your pointer on the bottom border until an arrow appears.5. Drag the border down until the values for sales revenue on the Y-Axis display

more clearly.

Give the chart a 3D lookThe chart you selected is a 2D chart format. You can give the chart a 3D look to enhance its appearance.

1. Select the chart.2. Click the Properties tab.3. Click the Chart Properties sub-tab.4. Check the 3D look check box.

The chart changes to a 3D look.

You can reduce the size of the text that displays the sales revenue values on the X-Axis and the size of the text that displays the names of the lines on the Y-Axis. To do this, you modify the properties of the X-Axis and Y-Axis values.


Set text size for axis values1. Select the chart.2. Click the Properties tab.3. Click the Chart Format sub-tab.4. In the Apply To section, click the arrow next to the list box.

The different chart elements you can format are listed here.

5. Click X-Axis Values.

Click the arrow here to display the list of chart elements you can format



6. Click the arrow next to the Font list box.

7. Use the scroll bar to scroll up the list of font sizes, and then select 8 from the drop down list.

The values for sales revenue change to size 8 font.

8. Change the font size of the Y-Axis values to font size 8, by repeating steps 5. to 7. This time, make sure you select Y-Axis Values from the list box in the Apply To section.You want to hide the X-Axis grid from displaying on the chart.

X-Axis grid

X-Axis values

Y-Axis values


Hide the chart grid1. Verify that the chart is selected.2. Select the Chart Format tab, and then in the Apply To section, select X-Axis

Values from the list.

3. In the Grid section of the options, make sure that Show grid is not selected.

4. In the Apply To section, click the arrow next to the button that displays Y-Axis Values, and then select Y-Axis Values from the list.

5. In the Grid section of the options, leave Show grid selected.WebIntelligence applies the new format settings to the chart.Only the Y-Axis grid appears on the chart.



Defining the page layout of the report You want to

Ensure that the report page size and orientation is adapted to the size of the report, so that both the table and the chart display on a single page.

You do this byChanging the report page orientation to landscape and setting the page breaks for the report sections.

Set the page orientation and sizeSelect an empty area of the report above the section for Q1.

6. Click the Properties tab.7. Click the Report Page Layout sub-tab.8. In the Page Size section of the options, click the arrow next to the Orientation

list box, then select Landscape from the drop-down list.


The page orientation of the report changes to Landscape. This change only applies to the current report. The orientation of the second report in your document remains unchanged.

9. Click the arrow next to the Size list box, then use the scroll bar to scroll up the list of paper sizes and select A3 from the drop-down list.

10.To preview how the document will appear once the page size is applied, click the View Page Layout button on the Report toolbar.

The report displays as it would on the page.

Defining the page layout of the report


Setting page breaks for sections1. Click View Structure.

In Structure View you can see the start and end divider of each section on the report. This makes it easy for you to select a specific section and then choose the properties you want to apply to the selected section.

2. Click the divider at the end of the section.

The Section Format tab appears.3. Click the Page Layout sub-tab.

End of section divider


The Section Page Layout options appear.

4. Select Start Section on a new page.5. Select Avoid page break in section.6. Click the View Results button to view the properties applied to the results on

the report.WebIntelligence applies the page layout properties you defined for the section and displays the results on the report.For the moment, you want to continue making more formatting changes without needing to navigate the page breaks.

7. Click the View Page Layout button again to return to Normal mode.

The report appears in Normal Mode. The page breaks and margins no longer appear.

Defining the page layout of the report


Formatting a chart title and legend You want to

Make it easy for people viewing the report to understand the information displayed on the chart.

You do this byAdd and format a chart title and legend.

Add and format a chart title1. Select the chart.2. Click the Properties tab, then click the Chart Format sub-tab.3. In the Apply To section, click the arrow next to the list box, Chart Title from

the drop-down list.

The formatting options for chart titles appear.


4. In the text box, type:Quarterly Revenue by Line

5. In the Font section, click the arrow to the right of Regular, and then select Bold from the drop-down list.

6. Click the arrow to the right of the Color list box, then select dark blue from the drop down list.The title displays in the new format.

Formatting a chart title and legend


Select a color for the chart data1. Select the chart.2. Click the Properties tab.3. Click the Chart Format sub-tab.4. In the Apply To section, click the arrow next to the list box, and then select

Chart Data from the drop down list.

The Data options appear.

5. Click the arrow next to the Color list box.

6. Use the scroll bar to scroll down the list of colors, then select orange from the drop down list of colors.


WebIntelligence applies the new color to the bars on the chart.

Add a legend1. Select the chart.2. Click the Properties tab.3. Click the Chart Properties sub-tab.4. Under Display, select Axis Legend.

The legend position list box appears.

Legend position list box

Formatting a chart title and legend


5. To position the axis legend below the chart, click the arrow to the right of the list box, and then select Bottom from the drop down list.

The axis legend moves below the chart.

You have finished your formatting modifications to the chart and can now move on to format the table.


Display alternate row colors in the table You want to

Make a table containing many rows easier to read.

You do this bySetting an alternate row color for the table background.

Define alternate table row colors1. Select the table.

A gray border appears around the table.2. Click the Properties tab.3. Click the Table Format sub-tab.

The formatting options for tables appear.4. In the Alternate Row/Column Colors section, type 2 into the text box next to

Frequency.

This means that WebIntelligence will apply the background color displayed in the Color list box to every two rows of the table.

5. Click the arrow next to Color list box, and then scroll up the list of colors and select Light Gray from the drop down list.

Display alternate row colors in the table


WebIntelligence applies the alternate row color to the table.

To give the document a corporate look and feel, you insert the eFashion logo in the page header.


Inserting a company logo in the page header You want to

Make it clear that this document includes company information.

You do this byInserting your corporate logo in the page headers of the document.

Insert a logo1. Click the View Page Layout button on the top toolbar.2. Click the report page on an empty area above the report title.

The page header boundary appears.

3. Click the Properties tab.The Header/Footer Properties appear.

4. Make sure that the Image (URL) radio button is selected.

The page header appears here at the top of the report page

Inserting a company logo in the page header


5. In the URL text box type the file name of the eFashion logo:efashion_logo.gif.

6. Press the Return key.WebIntelligence inserts the following string in front of the file name:boimg://

The logo appears on the page header of the selected report.

7. Select Apply to all reports.The logo will appear on all the report pages in the document.You may need to resize the page header to display the logo correctly.

8. Click an empty area of the report page above the page header area.


9. Click the Properties tab.10.Click the Report Properties sub-tab.

The options for sizing page headers and footers appear.Ensure that Set header height is checked.

11.Click the + arrow to increase the size of header height to 2.0 cm.

The eFashion logo displays correctly. Now that you have finished your formatting changes, you can save the document to the Corporate Documents page on InfoView, so that product line managers across your organization can access the document.

Inserting a company logo in the page header


Saving the document to InfoView Corporate Documents

You want toMake the document accessible to other people in your organization.

You do this bySaving the document to the Corporate Document page in InfoView.

Save the document to Corporate Documents.1. Click the arrow next to the Save button on the WebIntelligence toolbar.

Select Save as a corporate document.The Save to Corporate Documents dialog box appears.

2. In the Name box, type:Revenue for Non Accessories Corporate Standard (<your name>)For example: Revenue for Non Accessories Corporate Standard (Maria Sullivan)We advise you to include your name after the document name for the purposes of this tutorial, so that you and your colleagues can each save your own version of the document to the Corporate Documents page under a different name.


3. Type a meaningful description of the document in the Description box.4. Select the Tutorial category.

OrSelect a different category where you want to save the document.

5. Type some keywords, which will help people search for the document if they need to, in the Keywords box.

6. Select Refresh on open.

This means that each time the document is opened, WebIntelligence will run the query and display the prompt you created on state. Each person opening the document will specify the state for which they want to view and analyze data.

7. Select the document domain to which you belong.8. Click OK.

The document is saved to the InfoView Corporate Documents page.

Saving the document to InfoView Corporate Documents


9. To see the document listed on the Corporate Documents page, select your other browser window that displays InfoView and then click the Corporate Documents link on the home page.

10.Click the link to the category where you saved your document.OrClick All documents.Your new document is listed on the Corporate Documents page.


View the final document1. On the Corporate Documents page in InfoView, click the title of the document

you saved in Save the document to Corporate Documents. on page 172.The prompt for state appears.

2. Click a state, and then click the >> button.The state you selected appears in the pane on the right.

3. Click Run Query.InfoView displays the document with the information for the state you selected.You now have the document structure and the drill capabilities required by product managers to analyze sales revenue for product lines by quarter for eFashion shops in their state. You are ready to log out of InfoView now.

View the final document







InfoView closes.You have now completed the Getting Started with WebIntelligence tutorial.

Installing the sample documents and data sources

appendix


Insta

OverviewThis tutorial comes with sample WebIntelligence documents based on data from the fictional retail store eFashion. In order for you to use this tutorial, your administrator needs to make the sample documents and eFashion universe accessible to you in InfoView and provide you with the appropriate security rights.The procedures in this appendix are intended for your BusinessObjects administrator. They require the use of Supervisor and InfoView, as well as access to the Business Objects server.This appendix tells administrators how to:• set up the eFashion universe and data source• make the sample documents accessible to users in InfoView• give users the security rights that correspond to the product modules

demonstrated in this tutorial

lling the sample documents and data sources


Setting up the eFashion universe and data source

To make the sample data available to users of the tutorial, you need to:• install the sample eFashion universe and data source on the BusinessObjects

server• configure the universe for tutorial users in InfoView

Installing the eFashion universe and data sourceThe sample eFashion universe and data sources are provided with the Demo Kit, available on both the BusinessObjects product CD and the BusinessObjects Documentation CD.When you perform a standard installation of the BusinessObjects suite, the Demo Kit materials are installed by default in the following directories on the BusinessObjects server:

If you have already installed the Demo Kit, continue to Configuring the eFashion universe for InfoView on page 180.If you performed a custom installation or chose not to install the Demo Kit when you installed InfoView and WebIntelligence, you need to install the Demo Kit now.

Description File Name Installation Directory

BusinessObjects universe

efashion.unv $INSTALLDIR\demo\universes\

Microsoft Access database

efashion.mdb $INSTALLDIR\demo\databases\

If you are not using Microsoft Access, this compressed archive contains scripts that enable you to create the eFashion database on an RDBMS.Refer to the Read Me file in the archive for full information.

efashion.zipOrefashion.tar

$INSTALLDIR\demo\databases\

Setting up the eFashion universe and data source


Insta

Installing the Demo Kit from the product CDThe Demo Kit is in the Demonstrations directory on the setup wizard.

For full information on how to install the Demo Kit using the setup wizard, see the Demonstrations section in the:• Installation and Configuration for Windows guide

or• Installation and Configuration for Unix guide

Configuring the eFashion universe for InfoViewUsers of the tutorial need to be able to create new WebIntelligence documents on the sample eFashion universe. To ensure that all tutorial users see the universe in InfoView, you need to:• create a connection from the efashion database from the efashion universe• export the universe to your repository and set the universe parametersFor information on how to create connections for universes see the Designer’s Guide. For information on how to export universes to your repository, see the Supervisor’s Guide.Once the universe is exported to the repository, it will be available to the users who belong to the same group(s) as the supervisor or general supervisor who exported it and, by inheritance, any subgroups. By default, users will have access to those universes exported for their groups.



Setting up the sample documents To make the sample documents available to users of the tutorial, you need to:• install the sample documents on the BusinessObjects server• save the sample documents to a corporate document category in InfoView• ensure the connection from the eFashion universe is correct• allocate specific security rights to users so they can use the product features

illustrated in this tutorial

Installing the sample filesThe following files are supplied with this tutorial:

When you perform a standard installation of the BusinessObjects suite, these documents are installed with the Demo Kit materials by default in the following directory on the BusinessObjects server: $INSTALLDIR\demo\documentsIf you have already installed the Demo Kit, continue to Creating corporate document categories for the sample documents on page 183. If you performed a custom installation or chose not to install the Demo Kit when you installed InfoView and WebIntelligence, you need to install the Demo Kit now. (For full information about installing the Demo Kit, see Installing the eFashion universe and data source on page 179.)

Document Name

Document Type

lesson1.widlesson2.widlesson3.widlesson4.widlesson5.widlesson6.wid

WebIntelligence documents

lesson1.xls Microsoft Excel spreadsheet

efashion_logo.gif CompuServ Graphics Interchange image file

Setting up the sample documents


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NOTE

In Lesson 6 of the tutorial, users need to link the image file efashion_logo.gif to their WebIntelligence document. You will need to provide users of the tutorial with the URL to this file so they can type the URL into their document.

Saving the sample documents to a corporate categoryWe recommend that you save the sample documents to a corporate document category in InfoView called Tutorial, which you then make accessible to users of the tutorial.To do this you need to:• copy the sample documents from the default installation directory to your

personal user directory on the BusinessObjects server• create a corporate category and sub-categories for the tutorial• save or upload each document to the new corporate category for users of the

tutorial

Copying the documents to your personal documents folderBy default, the sample documents are installed at the following location:

$INSTALLDIR\demo\documents\You need to do the following:

1. Copy the files listed in the following table:

File Name Document Type

lesson1.widlesson2.widlesson3.widlesson4.widlesson5.widlesson6.wid

WebIntelligence documents

lesson1.xls Microsoft Excel spreadsheet



2. Launch InfoView.InfoView creates your personal documents directory:

$INSTALLDIR\nodes\<server name>\<cluster name>\storage\user\<your user name>

3. Paste the sample documents into your personal documents directory.

Creating corporate document categories for the sample documentsTo create corporate document categories for the sample documents:1. In InfoView, click Corporate Documents.2. Click the Manage Categories button next to the Corporate Documents title.

3. Type the category name (for example, Tutorial) in the Categories box, then click Create.

The new Tutorial category appears listed on the Corporate Categories page.We recommend you create a sub-category for each lesson in the tutorial, so that users can easily identify the document(s) relevant to a specific lesson.



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4. Click the link to the Tutorial category.5. Click the Manage Categories button next to the Tutorial title.

6. Type Lesson 1 in the sub-categories box, then click Create.

The new sub-category appears listed.7. Repeat steps 4 to 6 to create a sub-category for each lesson.

The Tutorial category list looks like this:



Saving the documents to the InfoView categoriesYou need to make the sample documents accessible to users of the tutorial via the Corporate Documents page on InfoView. To do this, you:• open and save the WebIntelligence (wid files)• upload and save the Microsoft Excel spreadsheet (xls file).

NOTE

Before you can do this, you need to copy the sample documents to your personal folder on the BusinessObjects server. (If you haven’t done this already, see Saving the documents to the InfoView categories on page 185).

Saving the wid filesTo make the WebIntelligence documents available to users of the tutorial, you need to open each document you pasted to your Personal Documents area on InfoView (seeCopying the documents to your personal documents folder on page 182) and save the documents to the Corporate Documents page.To save a document as a corporate document:1. Verify that the Create/Edit options tab on your InfoView Options page has the

Java Report Panel selected as your WebIntelligence document editor.



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2. On the Personal Documents page, click View Details.This will allow you to open each selected documents in the Java Report Panel.

3. Click Edit next to one of the sample documents.

The selected document opens in the Java Report Panel.4. If the prompt dialog box appears, select any value and then click OK.5. Click the arrow next to the Save button on the report panel toolbar, then select

Save as a corporate document...6. Type the document name as it should appear in InfoView.

The following table lists the names used for each sample WebIntelligence document in the tutorial:

File Name Document Name

lesson1.widlesson2.widlesson3.widlesson4.widlesson5.widlesson6.widlesson1.xls

Store Sales Revenue_1Store Sales Revenue_2Revenue for Current YearRevenue for Non AccessoriesRevenue for Non Accessories Drill ActiveRevenue for Non Accessories Corporate StandardStore Sales Revenue

Edit



7. Select the category and sub-category where you want the selected document to appear on the Corporate Documents page in InfoView.

The following table lists the suggested category and sub-category names for each sample WebIntelligence document:

8. Select a document domain and user group.For full information about creating domains and groups, see the Supervisor’s Guide.

9. Check Refresh on open.This will activate any prompts when the users of the tutorial open a sample document with prompts.

File Name InfoView Category InfoView Sub-Category

lesson1.wid Tutorial Lesson 1

lesson1.xls Tutorial Lesson 1








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10.Click OK.11.Close the Java Report Panel browser window.12.Repeat steps 3. to 11. for each document.

When you return to InfoView via your web browser, the sample WebIntelligence documents appear listed on the Corporate Documents page in the categories you specified.

Uploading the Microsoft Excel spreadsheet to InfoView Corporate DocumentsYou need to upload the Microsoft Excel spreadsheet (xls file) from the BusinessObjects server to the Corporate Documents page in InfoView.1. On the InfoView home page, click add a document.

2. Click browse to locate the file.3. To confirm the file path, click OK.

The file opens in the associated application within InfoView.4. Click the Save link on the InfoView toolbar.

The Save options appear.5. Click Save as Corporate Document.

By default the file name appears in the Document name box.



6. Delete the file name and type the following document name:Store Sales Revenue

7. Click the Categories tab, and then select the appropriate category and sub-category.

The following table lists the suggested category and sub-category for the sample Excel file.

8. Click OK.9. Click the Main tab again, and select the Domain where you want to save the

document and then select the Group(s) to which you want to give access.For full information about creating domains and groups see the Supervisor’s Guide.

10.Click OK.InfoView displays a message to confirm that the document has been saved.

File Name InfoView Category InfoView Sub-Category

lesson1.xls Tutorial Lesson 1



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Setting up the connection from the eFashion universeUsers of this tutorial need to be able to refresh the sample documents and edit the queries. This means you need to ensure that you have a valid connection to the eFashion universe.For full information on creating connections and using universes, see the Designer’s Guide.



Allocating appropriate security rights to users To follow the exercises in this tutorial, users require specific InfoView and WebIntelligence product modules to be enabled. You set these security rights using Supervisor. (For full information on how to use Supervisor, see the Supervisor’s Guide.)You need to enable the following security rights for users of this tutorial:

For InfoView• Generate documents in Excel format• Generate documents in PDF format• Manage personal categories• Save to Corporate Documents• Read corporate documents• Read Inbox documents• Save and read personal documents

For WebIntelligence• Create documents• Edit query• Edit documents• Refresh lists of values• Run and refresh documents• Extend scope of analysis• Work in drill mode• Use formula language or create variables• Use interactive viewing• Use WebIntelligence Java Report Panel

Allocating appropriate security rights to users


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Index
Symbols2D charts with 3D look 1543D look 154
Aactivating

structure view 148adding

break 106calculations 111chart 148chart title 162color to chart 164data to chart 152name to report 146objects to chart 151

allocatingsecurity rights 191

applyingnumber formats 113

averageinserting calculation 111

Bbreak

adding 106sorting data 109

browserchecking configuration 21

buildingquery 72

Business Objectsconsulting services 11, 13documentation 10Documentation Supply Store 9support services 11training services 11, 13

Ccalculation

inserting 111changing

page orientation 158chart

3D look 154adding and formatting 162adding color 164adding data 152adding objects 151defining page layout 158formatting 162inserting 148resizing 153resizing axis text 155selecting template 149

coloradding to chart 164alternate table rows 167

columnresizing 90

configuringefashion connection 180

consultantsBusiness Objects 11

Corporate Documentsopen document 48saving document 172saving sample files 182saving to 93

create optionssetting 70

Index


Inde

creatingcustom filter 79new personal category 64prompt 83query 72sections 104

custom filtercreating 79

customer support 11customizing

number formats 113

Ddata

adding to chart 152sorting 55sorting in a break 109

data definitiondefining in query 75

definingcustom filter 79page layout 158prompt 83query data definition 75

demomaterials 9

demo kitsetting up 179

descendingapply sort 55

Developer Suite 10, 12displaying

alternate row colors 167scope of analysis pane 127

documentformatting 144open for editing 102open in edit Mode 124save as Excel 37save to Corporate Documents 93save to Personal Documents 62searching 29testing drill 133viewing 30viewing final 175viewing page by page 36

Document Mapusing 34

documentationCD 9feedback on 10on the web 9printed, ordering 9roadmap 9search 9

Documentation Supply Store 9drill

activating Drill Mode 57down 134ending session 136on duplicate report 57setting options 46, 122setting scope of analysis 127testing in document 133

Drill Modeactivate 57

duplicate reportdrilling 57

EEdit Mode

opening document 124edit options

setting 70editing

document 102, 144education see trainingefashion

installing universe and data source 179

x


endingdrill session 136

Excelsave as 37

Ffeedback

on documentation 10filter

custom 79defining 51pre-defined 78

filteringquery 78using custom filter 79

formattingchart 162chart title 162document 144

Ggenerating

report 87grouping

data in sections 104

HHTML pane

using Document Map 34HTML panel

description of 33

IInfoView

accessing 24log out 66logging out 41setting drill options 46

insertingcalculations 111chart 148company logo 169

installingdemonstration materials 179

KKnowledge Base 12

Llandscape

setting page orientation 158logging out

of InfoView 41, 66logo

inserting 169

Mmultimedia

quick tours 10

Nnaming

report 146navigating

reports 33number format

customizing 113

OOnline Customer Support 11opening

corporate document 48document to edit 102, 144in Edit Mode 124

Ppage layout

defining 158PDF

viewing report 60Personal Category

creating 64Personal Documents

saving to 62, 116

Index


Inde

pre-defined filterusing 78

printingreport as PDF 60

promptcreating 83

Qquery

building 72creating 72filtering 78running 87

Rrenaming

report 146report

drill on duplicate 57generate 87naming 146navigating 33

report tabsusing 35

resizingchart 153chart axis text 155table columns 90

restrictingdata using filters 51

runningquery 87

Ssample files

setting up 181save as

Excel 37saving

as personal document 116report as PDF 60sample files to Corporate Documents 182to Corporate Documents 93, 172to Personal Documents 62

scope of analysissetting level 127

searchdocumentation 9

searchingfor WebIntelligence document 29

sectioncreate 104

security rightsallocate to users 191

selectingchart color 164chart template 149view format 27

set upsample files 181

settingcreate options 70drill options 122scope of analysis 127WebIntelligence options 27

sortapply descending 55data by a dimension 55

sortingdata in a break 109

splittinginformation using breaks 106

startingdrill 57InfoView 24

structure viewactivating 148

suminserting calculation 111

supportcustomer 11

Ttable

add break 106adding color 167defining page layout 158resizing columns 90

x


tabsusing report tabs 35

templateselecting chart 149

testingdrill capabilities 133

Tips & Tricks 10training

on Business Objects products 11

Uusing

pre-defined filter 78

Vview format

selecting 27viewing

document 30final document 175page by page 36report as PDF 60

Wweb

customer support 11getting documentation via 9useful addresses 12

WebIntelligencedrill options 46setting options 27

Index


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x