Current version of Business Objects Basics Instructor's Guide

Business Objects Basics New User TrainingReference Materials

One PI

Business Objects Basics

New User Training

Instructors Guide

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Confidential Information: Use or disclosure of information in this document is subject to restrictions of Contract HHSM-500-2005-00011I

Table of Contents

1Welcome1-1

1.1Welcome to Business Objects1-1

1.1.1How to Read This Document1-1

1.2Course Objectives1-2

1.3Agenda1-2

2Getting Acquainted with Business Objects2-1

2.1Business Objects Overview2-1

2.1.1Benefits of Business Objects2-2

2.1.2Terminology2-3

2.3Business Objects InfoView2-7

2.4Business Objects Header Panel2-9

2.5Business Objects Workspace Panel2-9

2.6Business Objects Navigation Panel2-10

2.6.1Navigation Toolbar2-10

2.6.2My Favorites2-11

2.6.3Inbox2-11

2.6.4Public Folders2-12

2.7Add a Folder to My Favorites2-13

2.8Delete a Folder from My Favorites2-14

2.9View a Standard Report2-15

2.10Refresh a Standard Report2-16

2.11About Prompts2-17

2.12Respond to Report Prompts2-17

2.13Viewing a Report: Navigation Map Tab and Report Tabs2-19

2.14User Prompt Input2-20

2.15Report and Documentation Tabs2-21

2.16Save a Standard Report2-22

2.17Search for Reports2-24

2.18Copy and Paste a Standard Report to Another Folder2-25

2.19 Chapter 3 Exercises2-27

3Formatting Reports3-1

3.1Access Edit Report View3-2

3.2Document Autosave and Recovery3-3

3.2.1Recover Autosaved Documents3-3

3.3Reporting Toolbars3-4

3.4Change a Report Title3-7

3.5Add a Report Filter3-8

3.6Remove a Report Filter3-9

3.7Input Controls3-10

3.7.1Add an Input Control3-10

3.7.2Input Control Options3-16

3.7.3Organize Input Controls3-18

3.7.4View the Input Controls Map3-19

3.8Report Enhancements3-20

3.8.1Add a Sum to a Report3-20

3.8.2Sort Data in a Report3-22

3.9Report Appearance3-26

3.9.1Change a Font3-27

3.9.2Change Font Size3-27

3.9.3Change Column Header Formatting3-27

3.9.4Apply Borders to a Cell3-27

3.9.5Change Cell Justification3-27

3.9.6Resize a Column of Data3-28

3.9.7Change the Data Format Type3-28

3.10Track Data Changes3-29

3.10.1Data Tracking Modes3-29

3.10.2Activate Data Tracking3-30

Purge Data from a Report3-34

3.11 Chapter 4 Exercises3-35

4Modifying an Existing Report4-1

4.1Access Edit Query View4-2

4.2The Edit Query Pane4-2

4.2.1Data Manager4-3

4.2.2Result Objects4-3

4.2.3Query Filters4-3

4.2.4Remove an Object from the Edit Query Pane4-5

4.2.5Search Function Find the Objects You Need4-6

4.2.6Add an Object to the Edit Query Pane4-7

4.3Edit a Query Filter4-7

4.4Change Report Prompt Text4-8

4.5Run Query4-9

4.6Add, Duplicate, and Move Report Tabs4-10

4.6.1Insert a New Report Tab4-10

4.6.2Duplicate a Report Tab4-11

4.6.3Move a Report Tab4-11

4.7 Chapter 5 Exercises4-13

5Scheduling Reports5-1

5.1Schedule a Report Located in a Personal Folder5-2

5.2Review Report History5-3

5.3Display the Run Times of the Instance5-5

5.4Display the Latest Instance of a Report5-5

5.5Report Properties5-6

5.6 Chapter 6 Exercises5-7

6Creating Ad Hoc reports6-1

6.1Ad Hoc Report Templates in Business Object6-2

6.1.1Copy a One PI Template to My Favorites6-2

6.1.2Rename the Ad Hoc Report Template6-3

6.2Create a New Ad Hoc Report from a Template6-3

6.2.1 Follow Along Exercise Ad Hoc Report6-4

6.3Update the Documentation Tab in a Report6-5

6.4Create a Report from Scratch6-6

6.4.1 Follow Along Exercise Report from Scratch6-7

6.5Add a New Query6-8

6.5.1 Follow Along Exercise Add Query6-9

6.5.2 Follow Along Exercise Add Query6-10

6.5.3 Follow Along Exercise Add Query6-12

6.6Create a Combined Query Report6-14

6.6.1 Follow Along Exercise Combined Query6-16

6.6.2 Follow Along Exercise Combined Query6-17

6.7 Chapter 8 Exercises6-19

Document Control

Revision History

Version

Date Revisions Made

Revisions Made By

Summary Description of Change

V 1.3

4/7/11

Jenn Blesh

Update for version 3

V 1.2

1/7/11

Jenn Blesh

Revisions from feedback, updates for AS Consolidated Model

V 1.1

10/26/10

Lisa Kalbaugh

Revisions from feedback

V 1

7/29/10

Training Team

Document Creation

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Instructors Note:

The following topics need to be covered prior to beginning the session:

Introduce each instructor and support person.

Icebreakers should be performed within the first 15 30 minutes of training on Day 1 and be interactive for both the Instructors as well as the users.

Icebreakers are documented on SharePoint.

Business Objects Basics New User Training

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BO_Basics_Instructor's_Guide_Version_3[1].docx Printed: 6/6/2013

Confidential Information: Use or disclosure of information in this document is subject to restrictions of Contract HHSM 500-2005-00011I

Confidential Information: Use or disclosure of information in this document is subject to restrictions of Contract HHSM-500-2005-00011I

vApril 7, 2011 v 1.3

Welcome

Instructors Note:

Reference the Business Objects Basics Introduction PowerPoint while reviewing Chapter 1.

Welcome to Business Objects

Business Objects is a powerful database query tool that provides a wide range of query, analysis, and reporting capabilities. Business Objects collects and presents information, while providing scheduling and distribution capabilities. These features make it easier to share secure information with authorized users.

How to Read This Document

This document format is to differentiate between key learning elements to support readability. While reading the following material, you will encounter the following standards:

Bold fontIndicates buttons

Italicized fontIndicates objects or pieces that can have action taken on them by the user (such as boxes or tabs that should be clicked)

Follow Along ExercisesSteps you will need to complete along with the instructor are indicated by a box with the symbol and Follow Along Exercise Title Heading

Chapter ExercisesSteps you will be asked to complete on your own are indicated by a Title Heading and numbered steps

Chapter Exercise SolutionsAnswers or steps to complete the chapter exercises are provided in Section 7 of this document and are indicated in Bold Italicized Font

Instructors Note:

Intro PowerPoint - Slide 2: Course Objectives

Course Objectives

After participating in this training, you will be able to:

List the benefits of how Business Objects will make conducting investigations easier

Describe common Business Objects database terminology

Describe the type of data available within Business Objects

Perform the following tasks in Business Objects:

Navigate InfoView

Access and create personal folders

View, modify, save, and refresh standard reports

Schedule a report

Create ad hoc reports

Instructors Note:

SAY: We will achieve these objectives by giving you an overview of each chapter along with step-by-step training, individual practice activities, and a summary and Question-and-Answer Session at the end of each chapter.

Agenda

The following topics will be taught during this training:

Day One:

Welcome to Business Objects

One PI Portal Review

Getting Acquainted with Business Objects

Formatting Reports

Modifying Existing Reports

Scheduling Reports

Business Objects Basics New User TrainingWelcome

Confidential Information: Use or disclosure of information in this document is subject to restrictions of Contract HHSM-500-2005-00011I

3-34April 7, 2011 v 1.3

Getting Acquainted with Business ObjectsBusiness Objects Overview

Figure 1: Business Objects

Business Objects is a powerful database query tool that allows you to interact with the data to answer questions regarding fraud, waste, and abuse. It has a wide range of query and reporting capabilities.

Depending upon the security role, Business Objects will allow you to see claims information related to Medicare Parts A and B (including Home Health and DME) across the entire United States and its territories and/or Medicare Part D (Prescription Drug Event) data. You also have access to information relating to beneficiaries and providers. Having this type of data access will allow you to conduct investigations more efficiently since you can directly look at the raw data.

You do not have to be a technical expert to use Business Objects; many of the reports you will use are already standardized and available for use on the system. Run these standard reports to show provider detail claim information or summary paid information over a specific period.

You can also create reports using preformatted report templates, or create the report from scratch in order to