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This was discussed by Michael Ward at the Spring 2010 Seattle Area Business Objects User Group meeting. This is available for personal/professional use by those that attended the meeting. However, any use as training material by anyone other than Michael, without his express consent, is in violation of copyright laws.
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56132 ParkviewShelby Twp, MI 48316586.677.8300 Phone586.677.8301 Faxhttp://www.cttsbi.com
WebIntelligence™ 3.1 Webi Rich Client Reporting
Last Revised: 5/18/2009
WebIntelligence™ 3.1 Rich Client - Overview
© 2009 – Creative Technology and Training Solutions, LLC 1 - 2
Trademarks & Copyrights
The Business Objects logo, Business Miner, Business Query, and WebIntelligence are registered trademarks of Business Objects S.A. The Business Objects tagline, Broadcast Agent, Business Objects, Personal Trainer, Rapid Deployment Templates, and Set Analyzer are trademarks of Business Objects S.A. All screen shots from Business Objects software products are copyrighted by Business Objects, S.A., all rights reserved.
Microsoft, Windows, Windows NT, Access, Microsoft Windows VBA, the Visual Basic Logo, and other names of Microsoft products referenced herein are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
Oracle is a registered trademark of Oracle Corporation. All other names of Oracle products referenced herein are trademarks or registered trademarks of Oracle Corporation.
All other product and company names mentioned herein are the trademarks of their respective owners. CTTS is not an authorized partner of Business Objects S.A.
WebIntelligence™ 3.1 Rich Client - Overview
Chapter Objective
Upon completion of this chapter, the student should have an understanding of:Creating Documents Using Universes,
External Data Sources or by Importing Documents.
Creating Documents with Multiple Queries from the Same Universe.
Creating Documents with Multiple Queries from Multiple Universes.
Creating Documents with Queries from Both a Universe and an External Data Source
© 2009 – Creative Technology and Training Solutions, LLC 1 - 3
WebIntelligence™ 3.1 Rich Client - Overview
Logging Into Rich-Client
1. Select System
2. Enter User Name and Password
3. Select Authenication(if
necessary)
4. Click Log On
© 2009 – Creative Technology and Training Solutions, LLC 1 - 4
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents-Using a Universe
OR-- Select from Previously Used
Universes
5. Click to View Additional Data
Sources
© 2009 – Creative Technology and Training Solutions, LLC 1 - 5
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents-Using a Universe
OR-- Select from Previously Used
Universes
5. Click to View Additional Data
Sources
© 2009 – Creative Technology and Training Solutions, LLC 1 - 6
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents-Using a Universe
OR-- Select from Previously Used
Universes
5. Click to View Additional Data
Sources
© 2009 – Creative Technology and Training Solutions, LLC 1 - 7
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents: Using a Universe
6. Click Next.
5. Select Universe
8. Click OK
7. Select Universe
© 2009 – Creative Technology and Training Solutions, LLC 1 - 8
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents: From Other Data Sources
1. Mouse-over Open Folder
2. Select a Recent Document of Click folder to Browse for
Documents
© 2009 – Creative Technology and Training Solutions, LLC 1 - 9
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents: From Other Data Sources
4. Select Data File
3. Change File Type
5. Click Open
© 2009 – Creative Technology and Training Solutions, LLC 1 - 10
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents: From Other Data Sources
7. Check for 1st
Row Contains Column Names
6. Select All Fields
8. Click Next
© 2009 – Creative Technology and Training Solutions, LLC 1 - 11
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents: From Other Data Sources
9. Click Run Query
© 2009 – Creative Technology and Training Solutions, LLC 1 - 12
WebIntelligence™ 3.1 Rich Client - Overview
Creating New Documents: From Other Data Sources
Results are Displayed
© 2009 – Creative Technology and Training Solutions, LLC 1 - 13
WebIntelligence™ 3.1 Rich Client - Overview
Importing Documents: To the Repository
1. Mouse-over Import Folder to Import a Document to the
Repository
2. Click Folder to Browse for Documents
© 2009 – Creative Technology and Training Solutions, LLC 1 - 14
WebIntelligence™ 3.1 Rich Client - Overview
Importing Documents: To the Repository
3. Navigate to the Folder Location of the
Document
4. Select the Document
5. Click Add
© 2009 – Creative Technology and Training Solutions, LLC 1 - 15
WebIntelligence™ 3.1 Rich Client - Overview
Importing Documents: To the Repository
Selected Report is Displayed Below.
Multiple Documents Can be Imported Together.
Click Remove if you Need to Remove
Documents from the Import.
6. Click Import
© 2009 – Creative Technology and Training Solutions, LLC 1 - 16
WebIntelligence™ 3.1 Rich Client - Overview
Importing Documents: To the Repository
7. Import was Successful. Click
Link to
© 2009 – Creative Technology and Training Solutions, LLC 1 - 17
WebIntelligence™ 3.1 Rich Client - Overview
Importing Documents: To the Repository
Check Mark Indicates the Document has Been Imported.
8. Click Close
© 2009 – Creative Technology and Training Solutions, LLC 1 - 18
WebIntelligence™ 3.1 Rich Client - Overview
Using an Imported Document
1. Mouse-Over Open Folder and Click Folder to Browse
for Documents
© 2009 – Creative Technology and Training Solutions, LLC 1 - 19
WebIntelligence™ 3.1 Rich Client - Overview
Using an Imported Document
2. Select WID as Document Type
3. Select Document
4. Click Open
© 2009 – Creative Technology and Training Solutions, LLC 1 - 20
WebIntelligence™ 3.1 Rich Client - Overview
Using an Imported Document
WID Document Displayed
© 2009 – Creative Technology and Training Solutions, LLC 1 - 21
WebIntelligence™ 3.1 Rich Client - Overview
© 2009 – Creative Technology and Training Solutions, LLC
Contact Information: Michael Ward(586) [email protected]
BusinessObjects™ 3.1 Training Classes:Desktop Intelligence™ 3.1 Basic Reporting (2 Days)Desktop Intelligence™ 3.1 Intermediate Reporting (1 Day)Desktop Intelligence™ 3.1 Advanced Reporting (1 Day)Desktop Intelligence™ 3.1 Advanced Crosstabs & Functions (1/2 Day) Desktop Intelligence™ 3.1 Foundations (1 Day) WebIntelligence™ 3.1 Intro To InfoView (1 Day) WebIntelligence™ 3.1 Basic Reporting (1 Day)WebIntelligence™ 3.1 Intermediate Reporting (1 Day)WebIntelligence™ 3.1 Advanced Reporting (1 Day)WebIntelligence™ 3.1 Rich Client (1 Day)BusinessObjects™ 3.1 Designer (2 Days)BusinessObjects™ 3.1 Scheduler (2 Hours) BuisnessObjects™ 3.1 Administration (2 Days)
WebIntelligence™ 3.1 Rich Client - Overview
© 2009 – Creative Technology and Training Solutions, LLC
DI 3.1Basic Reporting
2 Days
DI 3.1Interm Reporting
1 Day
Desktop Intelligence3.1 Reporting
BO 3.1Designer
2 Days
BO 3.1Administration
2 Days
WebIntelligence3.1 Reporting
Webi 3.1Intermediate
Reporting1 Day
Webi 3.1Basic Reporting
1 Day
DI 3.1Adv Reporting
1 Day
DI 3.1Adv Crosstabs
1/2 Day
Webi 3.1Advanced Reporting
1 Day
DI 3.1Foundations
1 Day
BO 3.1Rich Client
1 Day
