bo user module+bca

8/6/2019 BO User Module+BCA

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1.



2.

Introduction to Business Objects

� An integrated query, reporting and analysissolution.

� Allows you to access and analyze the data inyour corporate databases directly from your

desktop.� Provides a µbusiness-intelligent, semanticlayer¶(Universe) that isolates business usersfrom technicalities of the database.



3.

BO deployment architecture



4.

D ata AccessB USINESS O BJ ECTS let you access data from awide range of sources.

Relational databases (RD BM S), such as ORACLE,M icrosoft SQL Server, Informix and I BM DB2 .M ultidimensional (OLAP) databases, such as M icrosoftOLAP Services, Hyperion Essbase, and ORACLEExpress.

X M L Documents .Text files and spreadsheets.Packaged applications such as SAP.Virtually any data source using M icrosoft Visual B asicfor Applications (V B A) procedures.



5.

BO Repository

� Stores the following -� Users created by the Supervisor.� Universes created by the Designer.� Documents sent by users so that other users

can retrieve and view them.� Enforces security - Users¶ access rights to viewthe different components like universes,

documents, etc.� Every user login is first validated against the

repository.



6.

� Full Client Deployment ( 2 ± Tier)� Greater flexibility for designing reports.

� Potentially faster response.

� Useful for a small group of POWER USERS.

� Thin Client Deployment (3 ± Tier)

� Client / middleware installation not needed.

� Useful for large deployments.

� Intended users are not POWER USERS.

BO client deployment options



7.

Introduction to BO products

BusinessObjects D ata Integrator

BusinessObjects Rapid Marts

Web Intelligence

BusinessObjects

OLAP Access

Business Query

BusinessObjects Enterprise

Crystal Reports

Crystal Enterprise

Crystal Analysis

D ashboard ManagerPerformance Manager



8.

Introduction to BO products

Primary B usiness Objects products ± B usiness Objects - Full client reporting tool. ± Web Intelligence - Thin client reporting tool. ± Designer - Interface to design universes. ± Supervisor - User administration and metadata

management. ± B roadcast Agent - Scheduling and distribution

tool. ± Data Integrator - Accessing and integrating data

from disparate sources

± App Foundation -Customized analyticapplications for users



9.

Business ObjectsRepository

Web Server

Web Intelligence

Business Objects Full ClientBrowser (Thin Client)

Corporate Database

BO architecture - how the products fit in...

Supervisor

Designer

WebIntelligence

Infoview

B usiness Objects

ZAB O

Application Server



10.

Why Business Objects ????

The advantages are:� Little or no dependence on Information Systemsdepartment to produce reports.

� Steep learning curve - faster learning.� Extremely user-friendly interface.� The data is secure and the system is easy to

maintain.



12.

A universe is a semantic layer that maps the datastructure found in databases (tables, columns, etc)to business terms.

A universe can represent any specific businessarea, process, or department. For example, auniverse can relate to a department in a company

such as marketing or accounting.

What is a Universe



13.

Objects

� There are three types of objects in a Universe:a Dimension a Detail a Measure

«to gain moreinformationon an entity.

«to analyzesummaryinformation.

«can be combined with a...



14.

Class

A class is a logical grouping of objects within auniverse. In general, the name of a class reflects a

business concept that conveys the category or typeof objects.

A class can be further divided into subclasses.A designer defines hierarchies of classes andsubclasses into a model that best reflects the

business concepts of the company.



15.

Building and Running a Query



16.

BusinessObjectsBusinessObjectsQueryQuery

ResultsResultsDataDataProvider Provider

ReportReport

Database(Data Source)

Query Process

CLIENT SERVER

U ser



18.

� A document is composed of three main parts:

D ocuments

Data Provider1

Blocks, providing views of the DataProvider

2

Report Pages3



19.

Constructing a QUERYUsing the Query Panel

Data availablein your

database .

This is where you put the data you wantto have in your report.

Limit data in your report so that you canfocus on specific information .



20.

Presentation Styles

B O displays data in 3 different ways.TablesChartsFree standing cells.

Tables are of 3 basic typesList tables

Financial tablesCrosstab tables



21.

List tables

Display data in either rows or columns.Have a header and a footer as special rows or columns.



22.

F inancial tables

� A financial table is very like an ordinary table exceptthat the headings run vertically rather thanhorizontally.

V ertical data

Horizontal data



24.

Creating list tables

M ETHOD 1 - Using Report M anager Open Report M anager Window, if it is not open.

Click on the data tab of the report manager. A list of allvariables in the data provider is displayed.

Select variables from the Report M anager and drag todrop them in the Result objects box. To select multiplevariables use the CTRL key. Cursor changes to µCreate

table¶ cursor.A table is created for those variables.



26.

M ETHOD 1 - Using Report M anager Create a list table using the same steps as followed

before.

Click inside one of the dimension columns.

Drag the column to the upper right corner of the table.

When the cursor turns to µTurn to Crosstab¶ release themouse button. The table becomes a cross tab.

REMEMBER - You need AT LEAST 2 dimension /detail objects and 1 measure object to create acrosstab.

Creating crosstab tables



27.

Creating crosstab tables

M ETHOD 2 - Using Insert Crosstab Wizard

TRY THIS OUT YOURSELVES !!!!



28.

Creating charts

BO has 5 basic types of charts -

2 -D and 3-D column2 -D and 3-D Line2

-D and 3-D Area2 -D and 3-D Pie

� X-Y Scatter



29.

Creating charts

Charts can be created in multiple ways -� Use the Insert Chart wizard.

� Turn an existing table / crosstab into a chart.

� Copy and Paste an existing table / crosstab andturn it into a chart.

REMEMBER - To create a chart you need at least

one measure object and one dimension / detailobject.



30.

Exporting data from BO

Data can be exported from B O reports in thefollowing formats -

Text

� Can be opened in different applications and on

platforms other than Windows.� Spreadsheet format ( M icrosoft Excel)

� Each value from the exported data, appears in a

different cell.

RD BM S format (including .dbf format for d B ASE)� This creates a relational table in the database

containing the columns of data returned by the query.



31.

Exporting data from BOExported Excel D ocument



32.

Broadcast Agent

� A Software Product that enables B usiness Objects and WebIntelligence User¶s to process and distribute documentsautomatically and securely at scheduled dates and times.

From Administrator¶s point of view B ROADCAST AGENTis a server product, installed as a distributed solution acrossone or more servers on a COR B A network .



33.

Broadcast Agent Workflow

Repository

Action : Query Database and Refresh

Launches Instance

BO ManagerBO

Web I

Broadcast Agent

Scheduler WI Generator

WIQT instance

Info view or

BO User

Corporate D atabase

Using BO orInfoview userssend documents toBCA

nts are

document domain.

Schedulerperiodically scansthe repository.

nts are

document domain.



34.

B roadcast Process� Using B usiness Objects or INFOVIEW, end users send documents toB roadcast Agent.

� The documents that users send to B ROADCAST AGENT arestored in the repository¶s document domain.

� They set the actions they want B ROADCAST AGENT to perform, plus options for scheduling, categories and distribution.

� The Scheduler periodically scans the domain and extractsdocuments that are due for processing.



35.

B roadcast Process

The Scheduler passes due BusinessObjects documentssuch as Task1 to the BOManager, which launches oneinstance of BusinessObjects on the server per document.Similarly, WebIntelligence documents such as Task 2 arepassed to the WIGenerator process, which launches one

instance of WIQT to process each.

On the server, BusinessObjects or WIQT performs theactions the user requested on the document. This can meanquerying the corporate database to refresh the document.



36.

Scheduling a B O Document



37.

Click on File - Publish - Corporate Documents



38.

Click on Categories



40.

Click on Schedule to schedule the document



41.

Select Actions Tab, Select Refresh,and click on Add



42.

G o to Scheduling Tab and click on Change



44.

HANDS ON WORKS

HOP



45.

Exercise 1

� Create a report using the NEW REPORTWIZARD.

� Select the following Objects in the QueryPanel

� Country, Resort, Year, Qtr, Revenue� VIEW the data in the DATA M ANAGER.� Export the data to an Excel sheet and later

view the data.



47.

Resizing columns� You can resize a column automatically by:

± Double clicking on the right hand column border

� You can resize rows automatically by: ± Double clicking on any data row border

� You can resize heading rows automatically by: ± Double clicking on the heading row border

D ouble-Click

You can also resize by using

drag and drop on the border.

D rag ¶n D rop



48.

Specifying Row and Column Size

� You can specify the size of columns and rows by usingthe AutoFit feature:

S pecify the width

Specify the height



49.

D ragging and D ropping Columns

� You can move columns by dragging and droppingthem:

S elect the columnyou want to move.

D rag and dropthe column.



50.

Changing Column Titles

� You can change the titles of columns:

D ouble click on thetitle you want tochange.

Type the new title.

Press the Enter key.

Store



51.

Moving Tables

� You can move tables on the report page:

Click anywhere inthe table.

D rag and drop the table.

Move the mouse pointerover the border.



52.

Applying Calculations to Columns

B usinessObjects provides many automatic calculationfunctions:Move the mouse pointerover a column in a table.

Click on rightmouse button.



53.

Adding a Sum

� You can sum data in a column automatically:

Click on theMeasure column

you want to sum.

Click the Insert S umbutton in the R eport

Toolbar.



54.

Adding a Percentage

� You can add percentage data to a columnautomatically:Click on the Measurecolumn you want to add

percentages to.

Click the S how asPercentage button

in theR

eportToolbar.



55.

Counting Rows of D ata

B usinessObjects provide two functions for countingrows of data: ± Count - counts distinct values only ± Count All - counts all rows in a column, including duplicates

and empty rows



56.

Counting D istinct Rows of D ata

� Use the Count function to count distinct rows:

Click on the column youwant to apply the Count

to.

Click the InsertCount button inthe R eport Toolbar.

Unique rows



57.

Counting All Rows of D ata

� Use the Count All function to count all rows:R ight click on the columnyou want to apply theCount All function to.

Choose Count All .

All rows



58.

Sorting D ata

B usinessObjects lets you sort the data in columnsautomatically.� There are 3 types of sort:

� Sort in ascending order - A to Z, 1 to 9, dates past to present

� Sort in descending order - Z to A, 9 to 1, dates present to past

� Custom sort - you can sort on multiple columns,select special month and day sorts or design your own



59.

Applying a Sort

� The sort options are shown in the Report Toolbar:Click on the columnyou want to sort.

Click the Insert S ortbutton in the R eportToolbar.

Click the appropriate sortbutton.



60.

Applying a Custom Sort



61.

F iltering D ata

B usinessObjects lets you view only the data you wantto see. Click on the column

you want to filter.

Click the Insert Filterbutton in the R eportToolbar.



62.

Please note

� You can apply more than one filter B e careful that if you apply more than one filter thatthey do not contradict

� You can mix simple and complex filters� You can apply global filters

� Apply to all tables, charts, etc. on the page

� You can apply filters on just one table, chart, etc.

� You can apply a filter on a variable that is notused in the report



63.

HANDS ON WORKS

HOP



64.

Exercise 3

Try out the following «.� Resizing columns.

� Apply the following calculations to the revenue column ±

� Sum

� % age� Apply the following calculation to the Year Column

� Count Distinct

� Count all

� Sort on different columns� Apply a filter for ³ B ahama B each´ for resort.

� Apply a filter for Revenue > 300,000



65.

Understanding Conditions

� You can restrict a query so that it returns data relatedto a subset of values for an object rather than allvalues.

� There are three types of conditions that you can use inB usiness Objects:

± Single and multi-value conditions

± Prompted condition

± Predefined condition



66.

Understanding Conditions (continued)

� A condition has three elements. These are (for example):

object

operator

operand

Condition

Store Equal to e-Fashion Austin Magnolia

� These three elements are defined as follows: ± Object : a field or column of data.

± Operator :specification of the relationship between theobject and the operand.

± Operand :the object value to be searched for.



67.

Applying single-value conditions



68.

Applying multi-value conditions



69.

Type the question:Which year?Then press Enter or clickoutside this box.

Which year?

Type the year: 2000Then press Enter or click OK.

2000

Applying prompted conditions



Sli d D i P l



73.

Slice and D ice Panel

B reak Filter Sort Rank Calculator

Sli d D i f i



74.

Slice and D ice functions

� Sort - Sort any column in ascending /descending order

� Filter - Apply a filter to keep data that satisfiessome criteria.

� Calculator - Perform a calculation on thecolumn like Sum of a column, Average of column, etc.B reak - B reak up data in a table grouping it by a

particular value.� Rank - Ranks data as Top N or B ottom N .



75.

H ANDS ON WORKS H OP

E i 4



76.

Exercise 4

� Apply a condition to the existing report for Resort= µB ahamas B each¶.

� Apply a multi-value condition to the existingreport for Year IN (FY93, FY94)

� Apply a prompted condition (single-value/multi-value) that prompts the users for the year.

� Try entering a wild card condition for the resort.� Apply multiple conditions for resort and year using

logical operators AND / OR.

E i 5



77.

Exercise 5

� Open the Slice and Dice Panel and try thefollowing ±

� Sorting data� Applying filters� Applying calculations� Apply a break on the Resort� Section the report by year.

� Create a new report that shows customer-wiserevenue.

� Create a ranking display that shows the top 3customers based on revenue.

F l



78.

F ormulas

� You can create your own formulas using objectsfrom the query� In the following example we want to calculate the

delta between forecast and actual NU B

Next



79.

F ormulas

We have now added an empty column.Highlight the data part of this empty column (in this example that is theyellow part)

From the menu

Format

Edit formulaOr right mouse button

The formula editor willappear now.

See on the next slide



80.

F ormulas

You can now create aformula

In this case the delta between forecast and NU B

OK

and the formula is added tothe empty column

Next

F l



81.

F ormulas

You can add acolumn heading bydouble clicking thecell

Type your ownheading



C i V i bl ( i d)



83.

Creating Variables (continued)

R ight click the columnto display the speedmenu.



84.


Type the name of yourvariable: Sales Tax

Sales Tax



85.


Type the amount of yourvalue: 17 .5

17.5

Your newvariable.

%



86.




87.

Creating Alerters

� Use alerters to draw attention to items of data in a block. Alerters can highlight data in two ways:

± B y changing the format of values

± B y displaying a comment next to certain results

� For example, highlight (in large, bold, red letters)Sales Tax amounts over 40,000 for any product line.



88.

Creating Alerters (continued)



89.


Type the name of youralerter: Big Tax

Big Tax

Type the amount:40000

40000

C i Al ( i d)



90.


Be sure to select the Font tab.

C i Al ( i d)



91.




92.

Using Text Alerters

� You need to display a comment in a column to theright of Sales Tax when it exceeds 40,000 for any

product line.

U i T t Al t ( ti d)



93.

Using Text Alerters (continued)

Comment

Type the name ofthis alerter:H igh Tax

H igh Tax

Insert anothernew column.



94.


Because we startedin a blank column,this field is blank.

S elect the sameoptions as before.

H igh Tax

Type the words toinsert into the table:H igh Tax



95.


If you apply an alerter to a column that alreadyhas data, it will replace the data. This featurecould be useful, for instance, for hiding names.



96.


Exercise 6



97.

Exercise 6

� Create a report with Customer, Service Line and Revenue.

� Insert a new column to the right of revenue column.

� Add Sales tax as a computed value to this column. (Sales tax =8% of revenue)

� For the same report, create a variable called Sales Tax and add acolumn to the right of revenue.

� Create an alerter to shade the cell in GREY with RED fontwherever the sales tax > 15,000

� Use a text alerter to insert text - ³HIGH TAX´ for the samecondition. Do this in the same column as Sales tax and also in anadditional column.



Hierarchies



99.

Hierarchies

� Objects in a B usinessObjects universe are grouped infolders and organized in a specific (hierarchical) order.

� The Island Resorts M arketing universe uses thefollowing hierarchies:

± Resort (Country, Resort, Service Line, Service) ± Sales (Year, Quarter, M onth, Week, Invoice Date)

± Customer (Country of Origin, Region, City, Customer)

± Reservations (Year, Quarter, M onth, Week, Date)

Scope of Analysis



10.

Scope of Analysis

� The scope of analysisfollows the hierarchicalstructure as shown in thisdialog box.

B efore you can analyzedata in drill mode, youmust set up the scope of

analysis.

Setting the Scope of Analysis



10.

Setting the Scope of Analysis

� When you define a default scope of analysis, you useobjects from the same hierarchy.

� For example, analyze Sales revenue figuresgeographically.

Setting the Scope of Analysis (continued)



10.





10.


D ouble click to drill down.

Extending the Scope of Analysis



10.

Extending the Scope of Analysis

D rilling on Multiple Hierarchies



10.


� If a single hierarchy does not fit your analysisrequirements, then you can create a report where youcan drill down on several dimensions from different

hierarchies.� You can also drill on multiple hierarchies within acrosstab or chart.

� For example, analyze your data for several dimensionsthat are only found in different hierarchies.




10.


D rilling on Multiple Hierarchies( ti d)



10.

(continued)

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rough you r ¢ ata i n an y or ¢ er y ou li¥

e. H ow e ¦ er,wh en ¢ rilli ng

§

ac¥

up ,§

e s u re t o ¢ rill t h e sa £ e w ay y oud rille d down . To h el p w it h th is, ri gh t clic

¥

and u se t h ed rill s p ee dm enu to see wh ere t o go n ext.

User-defined Custom Hierarchies



10.

� Sometimes the default order of existing hierarchies isnot right for your analysis or you need to drill on ahierarchy that has objects from different classes.

� User-defined hierarchies let you create your ownhierarchies using any dimensions available in thedocument.

User-defined Custom Hierarchies (cont )



10.

User defined Custom Hierarchies (cont.)

� You can edit a user-defined hierarchy by:� changing the order of the dimensions it contains,

� adding dimensions to it,

� removing dimensions from it,� renaming it, or.

� deleting it.

� For example, analyze revenue figures byRegion, State, and Year.

User-defined Custom Hierarchies (cont )



11.


User-defined Custom Hierarchies (cont.)



11.


Double click, then

t pe name of hierarch here:Time/Location(Custom)

Time/Location(Custom)

User-defined Custom Hierarchies (cont.)



11.

( )



11.




Exercise 8



11.

� Create a report based on Resort, Region and Revenue.

B efore running the report set the scope of analysis to include 2 hierarchies ± Resort and Customer Hierarchies.

� Run the report.

� Drill down on Resort / Customer, one at a time.� Try drilling down on the measure (revenue) to see how both

hierarchies are deployed at the same time.

Exercise 9



11.

� Create a report based on Customer, Revenue. M ake sure the sope

of analysis contains Service Line and Service. (Thesedimensions should be checked.)

� Run the report.

� Remove the existing hierarchies by going to Analysis ± Hierarchies.

� Create a new hierarchy called ³Customer Custom Hierarchy´that contains Customer ± Service Line ± Service. This is a user-defined custom hierarchy.

� Drill down on the report.

D ocument Centricity



11.

e-Fashion universe

e-Staff universe

Excel file

BusinessObjectsdocument

4

5

3

2

1

A document holds the results of several different queries from

different data sources( in separate microcubes) and the resultof each query may be displayed in different blocks.

Synchronization



12.

It is the term used for linking MICRO CUBES so that the datacontained within them can be combined in a single block.

PURPOSE:Is to able to view, compare, contrast data from within a

single table, make calculations across data sources, createnew variables based on data from different data sources.

Synchronization



12.

Enables projection of data from more than one M icrocube

into a SINGLE block.Done through linking of common dimension object betweenmicro cubes.

e-Fashion universe

e-Staff universe

Excel file

BusinessObjectsdocument

3

2

1



12.

A

B

C

Resort

Reservation YearF uture Revenue

Resort

YearSales Revenue

Year

Projected Revenue

Micro Cube

Link

Templates and Styles



12.

� A template is a special kind of B usiness Objectsdocument that contains pre-defined styles andstructure.

± Structure of a report defines how the data is presented. (Cross

tab, column chart, etc.) ± Styles define the report page background and the style of the

headers and the footers.

� Templates are very useful to standardize the look andfeel of standard reports across an organization.

Creating a Template



12.

To create a template:� Create a report� Format the layout and structure of the report� Save the report as a template

Creating a Template



12.

Create a report and format thelayout and structure.

Creating a Template



12.

Type a name and save thereport as a template.

M y Template.ret

Applying a Template



12.

Click on the NewR eport Wizardbutton.

When you create a new document, you can apply predefined formatting using a template:

Applying a Template



12.

Choose atemplate.



Styles



13.

� You can use styles to define the layout of tables,crosstabs, breaks, sections and other reportcomponents

B usiness Objects provides a set a standard report styles

� You can modify supplied styles to create your own



Changing the Standard Report Style



13.

Use the tabs tochange differentparts of the report.

Changing the Standard Report Style



13.

You can change differentcomponents in the report.

Applying the Standard Report Style



13.

Y our existingreport.




13.




The S tandard R eportS tyle is applied.