mindcron - desktop intelligence

7/29/2019 MindCron - Desktop Intelligence

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Desktop Intelligence XI R2

Date:

Presenter:


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Business Objects Architecture

Applica

tion

Databa

se

Univ

erse

DesignerCMC

Repository

Desktop

Intelligence

WebIntelligence

On a Web Server

Internet

Explorer

DSN# 1

DSN# 2

Data Flow

Internet

Explorer


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How The Course is Organized

1. Introduction to Desktop Intelligence

2. Getting Started with Desktop Intelligence

3. Manipulating Data using Simple Calculations, Sorts and Filters

4. Simple Drilling

5. Using Different Presentation Styles to View Data

6. Simple Queries7. Sharing Reports with Colleagues

8. End of Course Challenge


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How The Course Will Be Delivered

Discussions & Presentation

Hands-on workshops

Lots of questions please !!


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End User Decision Support Tools

Desktop Intelligence (Business Objects)

Live Office (BusinessQuery) - using Excel for queries

BusinessMiner - find trends and what if analysis

WebIntelligence - BusinessObjects on the web


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You and Courses

Enterprise

Reporting

Report

Creation

& Analysis

WebIntelligence BusinessMiner

Introduction

to

Reporting

Introduction to Reporting

Understand Desktop

Intelligence concepts

and terminology

Run Desktop Intelligence

Refresh predefined reports

Use tables, crosstabs, and

charts to view data in

different ways

View data more easily

using filters and sorts

Build and run basic

queries


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You and Courses

Enterprise

Reporting

Report

Creation

& Analysis


Introduction

to

Reporting

Report Creation &

Analysis

Presentation Styles

Restricting Data

Drill Techniques

Slice and Dice

Variables

Grouping Data

Report Manager


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You and Courses

Enterprise

Reporting

Report

Creation

& Analysis


Introduction

to

Reporting

Enterprise Reporting

Data Synchronisation

Working With Data

Providers

Running Calculations

Creating Templates &

Styles

Outlining &Folding

Reports

Advance Report

Building


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You and Courses

Enterprise

Reporting

Report

Creation

& Analysis


Introduction

to

Reporting

Web Intelligence

Introduction

Viewing Reports

Running Queries

Report Formatting

Conditions

Functions

Presentation Styles

Drilling


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Starting Desktop Intelligence

2-tier Desktop Intelligence

Desktop Intelligence 3-tier mode, is the lighter version of the

Desktop Intelligence in 2-tier mode. It has specific configuration

where a light client version of the Desktop Intelligence report engine

connect to the web server for all the middleware used for data

connections. Users can access 3-tier mode via Infoview or from the

start menu if they have a connection to Business Objects server.

3-tier Desktop Intelligence

A 2-tier Desktop Intelligence deployment has a specific client server

configuration where the program files to run the report engine are

on the same machine.


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Basic Differences

Action 2-tier Deployment 3-tier Deployment

Format a table with custom formats Yes Yes

Apply a templates Yes Yes

Create complex calculations Yes Yes

Create user objects and variables Yes Yes

Use VBA macros and Add-ins Yes No

Access data using free-hand SQL Yes No

Add a different data provider Yes No

Use XML data Yes Yes

Send a document to users via email Yes Yes


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Logging in to Desktop Intelligence

Desktop IntelligenceDesktop IntelligenceXI Release 2

1. Enter your system name in the System box

2. Enter your username and password

3. Choose your authentication mode in the Authentication list

4. Click OK


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Getting Help

For general help:


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Getting Help

To read the Desktop Intelligence Users Guide:


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Getting Help

For a quick guided tour of BusinessObjects:


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Opening a Document

To open a document held in a local or shared folder:

Click the Open button inthe Report Toolbar.

demo2.rep


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Parts of the Document Window

The DataManager

Data in aTable Block More reports,

accessed by

clicking aReport tabThe Status Bar

Click the Data Manager

button to hide theData Manager panel.


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Blocks

Data is displayed in Blocks:

Table Block

Crosstab Block

Financial Block

Chart Block


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The last time the data was refreshed is shown in the Status Bar:

To refresh the data:

When the data is refreshed, the new date is shown in the Status Bar

Refreshing a Report

Click the Refresh

Data button in theStandard Toolbar.


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Move the mouse pointer overthe table column border.

Resizing a Column

You can use drag and drop to resize a table column:

Drag and drop theborder.


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Move the mouse pointer overthe table row border.

Resizing Rows

You can use drag and drop to resize table rows:


The rows areresized, butnot theheading row.


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Move the mouse pointer overthe table headings border.

Resizing the Heading Row

You can use drag and drop to resize the heading row:



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Specifying Row and Column Size

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

Specify the width

Specify the height


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Dragging and Dropping Columns

You can move columns by dragging and dropping them:

Select the columnyou want to move.

Drag and dropthe column.


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Changing Column Titles

You can change the titles of columns:

Double click on thetitle you want tochange.

Type the new title.

Press the Enter key.

Store


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Applying Calculations to Columns

BusinessObjects provides many automatic calculation functions:

Move the mouse pointerover a column in a table.

Click on rightmouse button.


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Adding a Sum

You can sum data in a column automatically:

Click on theMeasure column

you want to sum.

Click the Insert Sumbutton in the Report

Toolbar.


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Adding a Percentage

You can add percentage data to a column automatically:

Click on the Measurecolumn you want to add

percentages to.

Click the Show asPercentage button

in the ReportToolbar.


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Counting Rows of Data

Desktop Intelligence provide two functions for counting rows of data:

Count - counts distinct values only

Count All - counts all rows in a column, including duplicates and empty rows


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Counting Distinct Rows of Data

Use the Count function to count distinct rows:

Click on the column youwant to apply the Count

to.

Click the InsertCount button in

the Report Toolbar.

Unique rows


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Counting All Rows of Data

Use the Count All function to count all rows:

Right click on the columnyou want to apply theCount All function to.

Choose Count All.

All rows


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Sorting Data

BusinessObjects lets you sort the data in columns automatically.

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


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Applying a Sort

The sort options are shown in the Report Toolbar:

Click on the columnyou want to sort.

Click the Insert Sortbutton in the ReportToolbar.

Click the appropriate sortbutton.


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Applying a Custom Sort


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Filtering Data

BusinessObjects lets you view only the data you want to see.

Click on the columnyou want to filter.

Click the Insert Filterbutton in the ReportToolbar.


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Review

Resizing columns and rows

Moving columns

Changing table column titles

Moving tables

Moving report titles

Applying calculations

Applying sorts

Applying filters


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Simple Drilling


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Drilling on Data

BusinessObjects allows you to drill to different levels within your data.


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Using Drill Mode

Click on the Drillbutton in theStandard Toolbar.

BusinessObjectscreates a duplicatereport for drilling.


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Drilling Down

Move the mousepointer over the datayou want to drilldown on.

Double click the leftmouse button.


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Drilling Across Data

Click on thedropdown box.

Choose the data youwant to drill across to.

The Drilling Toolbar


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Drilling Up Data

Move the mousepointer over the datayou want to drill upon.

Double click the leftmouse button.


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Review

Switching on drill mode

Drilling down

Drilling across data

Drilling up


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Using Different Presentation

Styles to View Data


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Crosstab Block

Table Block

Presentation Styles

BusinessObjects has different block types that you can use to format data in your report:

Chart Block

Financial Table


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Tables

A table is the default style for presenting data. All the reports you have used so far in this

course have been in this format.


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Financial Tables

A financial table is very like an ordinary table except that the headings run verticallyrather than horizontally.

Vertical data

Horizontal data


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Crosstabs

A crosstab looks like a spreadsheet with data in cells.

Row and column headingsdescribe the content of the

cells

Table Crosstab


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Charts

You can also present data in a chart

BusinessObjects provides many types of chart:

Area

Column

Line

Pie

XY (Scatter)

3-D Area

3-D Column

3-D Line

3-D Pie


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Creating Tables

In a report, click the Insert

Table button in the ReportToolbar.

Click where you want the topleft hand corner of the block toappear.

Select variables


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Creating a Financial Table

Select an

existingtable. Click the Rotate Table

button in the ReportToolbar.


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Creating Crosstabs

There are 2 ways to create a crosstab:

Turn an existing table into a crosstab

From scratch, using the Crosstab Wizard


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Creating a Crosstab from a Table

Select thecolumn of datayou want tomove.

Drag and drop the data tothe top right corner.

Tip: If you drop in thewrong place, you wont geta crosstab. Dont worry -just click the Undo buttonand try again.


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Creating a Crosstab using the Wizard

Click the Insert Crosstab


Click where you want thetop left hand corner of theblock to appear.

Select variables


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Creating Charts

There are 2 ways to create a chart:

Turn an existing table or crosstab into a chart

From scratch, using the Chart Wizard


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Creating a Chart from a Crosstab

Select thecrosstab.

Click the Chart Typebutton in the ReportToolbar.


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Creating a Chart using the Chart Wizard

Click the Insert Chart


Drag out an rectanglerepresenting the size ofyour chart in the reportarea.

Select variables Select the chart type


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Review

BusinessObjects has different block types that you can use to format data in your report:

Tables, Financial Tables, Crosstabs, Charts

You create tables using the Table Wizard

You create financial tables by using the Rotate button

You create crosstabs by dragging and dropping or the Crosstab Wizard

You create charts from tables or the Chart Wizard


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Simple Queries


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Desktop Intelligence specializes in the provision of decision support systems (DSS)

Direct access to data

Short learning curve

Secure data

User-friendly interface

Business Objects

Query

Databases

Local Files

UsersAnalyze

Report

Results


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You get information by using everyday business language:

An Object is anything you want to see in a report

Class

Universe

Classes, Objects, and Universes

Object


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Objects

There are three types of Object in a Universe:

a Dimension a Detail a Measure

to gain moreinformationon an entity.

to analyzesummaryinformation.

can be combined with a...


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The Course Universe eFashion


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Building and Running a Query


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BusinessObjects

Query

ResultsData

Provider

Report

Database(Data Source)

Query Process

CLIENT SERVER

User


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A Document is composed of three main parts:

Documents

Data Provider1

Blocks, providingviews of the Data

Provider

2

Report Pages3


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Data and Network Protection

Desktop Intelligence protects users by protecting both:

The data in the database

The network

The Observer

User Writes Query that

returns 5000000 Rows!!!

Market Crashes


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Sharing Reports with Colleagues


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Sharing Reports

You can share your reports with colleagues by sending them to users, or by publishing

them in the repository. When you send reports:

They go to named users and do not remain on the repository once all the recipients have

retrieved them. This is ideal for communicating information to individual people rather than to

groups of users.

When you publish reports:

They remain on the repository until the BusinessObjects supervisor removes them. This is idealfor communicating information across an organization or enterprise.


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Sending a Report


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Sending a Report continued...

User

Group


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Sending a Report continued...

Efashion.rep


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Publishing a Report

Efashion.rep


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Retrieving Documents

You can retrieve documents:

that have been sent to you

that have been published on the repository, for your group


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Retrieving Documents Sent to You


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Retrieving Published Documents


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Review

Sharing reports with colleagues

Sending documents Publishing documents

Retrieving documents sent to you

Retrieving published documents


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Report Creation and Analysis


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What You Will Be Able To Do

Display the results of a simple query in a specified presentation style

Create reports that allow for the restriction of data

Use the Slice And Dice panel

Create single, multiple, and extended scopes of analysis

Enhance the level of information presented in a report

Use the Report Manager


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Understanding Conditions

You can restrict a query so that it returns data related to a subset of values for an object

rather than all values.

Lets examine the condition:

Store Equal to e-Fashion Austin Magnolia.


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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 the object and the operand

Operand : the object value to be searched for


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Types of Conditions

There are four types of conditions that you can use in BusinessObjects:

Single- and multi-value conditions

Prompted condition

Multiple condition

Predefined condition


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Applying Single-Value Conditions

With a single-value condition, you limit data returned from a single result object.

For example, you need to produce a report showing Salesrevenue for all stores in 1999.


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Applying Single-Value Conditions (cont.)


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Applying Multi-Value Conditions

In the previous example, you could only select one value (a single year) for the

condition. What about using several values?

For example, you need to produce a report showing Sales revenue for the states

California, Florida, and Texas.

To select multiple values, the procedure is much the same as before, except you use adifferent operator.


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Applying Multi-Value Conditions (cont.)


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Applying Multi-Value Conditions (cont.)


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Applying Prompted Conditions

When you use a prompted query condition, BusinessObjects asks you to choose which

data to retrieve before running the query.

For example, you need to produce a report showing Sales revenue for all stores based

on a year that the user specifies when running the query.


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Applying Prompted Conditions (continued)

Type the question: Which year?Then press Enter or click outsidethis box.

Which year?

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

2000


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Applying Prompted Conditions (continued)


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Understanding Wildcards in Conditions

Sometimes you may want to search for partial values.

You can search for any single character or any number of characters. In

BusinessObjects, you use the following wildcards:

_ = any single character

% = any number of characters (including none)

For example, you need to display the Sales revenue for all product categories beginning

with the letter B.


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Understanding Wildcards in Conditions

Type the pattern: B%Then press Enter or click outside the box.

B%


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Using Relational Operators in Conditions

Relational operators determine the type of comparison to be made between two values in conditional

expressions or between a value and a set of values.

Relational operators are usually expressed as symbols. However, in BusinessObjects they are

represented as follows.

Symbol BusinessObjects Equivalent

= Equal to

Not equal to

> Greater than

>= Greater than or equal to

< Less than


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Using Relational Operators (continued)

Relational operators are mostly used with numeric data and often with dates.

For example, create a query that displays a product category when its Sales revenue is over

1,000,000.


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Drag and dropto delete

Type the number: 1000000Then press Enter or click outside the box.

1000000


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Logical Operators for Multiple Conditions

You may sometimes need to apply more than one condition (to produce a report that

focuses more precisely on certain data).

When you specify more than one condition in a query, the relationship between the

conditions must use either the AND or the OR operator. These are logical operators.

AND means that both conditions must be met.

OR means that either one of the conditions must be met.

The following Venn diagram illustrates these points.


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Logical Operators (continued)

For example, you need to produce a report showing that the store e-Fashion Montreal

42nd sold Accessories.

All Database Rows

Area C: Rows thatmeet conditions of

both A as well as B.

Logically: A OR B

Circle A:All rows that meet the

condition

Store =

e-Fashion Montreal 42nd

Circle B:All rows that meet

the condition

(Product) Lines =

Accessories

Logically:

A AND B


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Display a table showing all the Product Lines that e-Fashion Montreal 42nd sells as well

as all stores that sell Accessories.

Tip: This requires you to use the OR operator.


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Double click the AND operator to changeit into an OR operator.


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When you specify three or more conditions in a query, the structure of the logical

operators assumes a processing priority. You must organize your conditions in the

appropriate priority for the result you need.

For example, view the Sales revenue for Trousers and City Trousers from the store e-

Fashion Montreal 42nd.


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Double click the AND operator to change itinto an OR operator.

Right click the second AND operator todisplay the speedmenu, then shift it right.


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You need to change the query to

show the Sales revenue for allstores that sell Trousers, as well

as the revenue for City Trousers

only from e-Fashion Montreal

42nd.

Right click, then shift it left.

Right click, then shift it right.

Double click to change it to OR.


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Using Condition Objects

Predefined conditions use condition objects.

You can apply one or more predefined conditions when you build a query.

For example, display the Sales revenue by Categories for each store and use a

condition object to restrict the results to T-Shirts only.


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Using Condition Objects


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Using Condition Objects (continued)


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Using Condition Objects (continued)

You can keep track of the data you have retrieved by displaying or printing the contents

of your prompt along with the report.

This is especially useful in reports that have no column to display the contents of the

prompt (unlike this table that displays T-Shirts).


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Review

During this module, you developed skills in building more powerful queries. These

queries let you create more focused reports. You learned how to restrict data using:

Single- and multi-value conditions

Prompted conditions

Wildcards in conditions

Relational operators in conditions

Multiple conditions with logical operators

Predefined condition objects


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Slice and Dice

E l i th Sli d Di P l


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Exploring the Slice and Dice Panel

The Slice and Dice Panel is a pop-up window that provides a graphical representation of

the structure of the report you are working on.

Slice-and-dice panel enables you to switch the position of data in a report.

Work with master/detail reportsDisplay and remove dataRename and reset and delete blocksTurn tables and crosstabs into charts and vice versa

Apply, edit and delete breaks, filters, sorts, ranking and calculations

E l i th Sli d Di P l ( t )


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Exploring the Slice and Dice Panel (cont.)

a. Show/hide theavailable variable box

b. Apply breaks, filters,sorts, ranking andcalculationsc. Report variablesd. View all variables,dimensions only,

measures only, or allvariables by dataprovidere. Show masters inmaster/detail reports.

f. Show the variables inthe active table, chart orcrosstab.g. Show the nameand type of each block

U d t di A ti


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Understanding Aggregations

Aggregation is a process that adjusts and displays measurable quantities at various

requested levels. Only objects that measure quantities can be aggregated.

For instance, examine the sales revenue for each store on a quarterly basis, then on a

yearly basis (without the benefit of drilling).

A l i A ti


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Applying Aggregations

A l i A ti ( t )


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Applying Aggregations (cont.)

Drag and drop

Viewing Data In Different Presentation Styles


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g y

With slice and dice you can change the block style in which you view the data.

By dragging and dropping icons in the Block Structure box of the Slice and Dice Panel,

you can convert between the block types:

Tables

Charts

Crosstabs Financial blocks

Converting to a Crosstab


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Converting to a Crosstab

Where you have at least two dimensions and a single measure object in a block, it is

often easier to analyze the data in a crosstab.

For example, you have a table and need to view it in a crosstab so that you can better

compare sales revenue between stores and years.

Converting to a Crosstab (cont )


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Converting to a Crosstab (cont.)

Note: To convertback to a table, dragYear back down towhere it was.

Converting to a Chart


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Converting to a Chart

When you want a chart, you need at least one dimension and a single measure object in

a block.

Pie charts work better when there are only a handful of dimensions, whereas bar charts

can represent more dimensions more effectively.

For example, you have a table and need to view it in a chart presentation to visuallycompare revenue between years.

Converting to a Chart (cont )


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Converting to a Chart (cont.)

Right click the tab.



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Applying Functions


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Applying Functions

The Slice and Dice Panel Toolbar makes some of the core features of Desktop

Intelligence easy to access.

Apply Break

Apply Filter

Apply Sort

Apply Ranking

Insert Calculation

Sorting Data


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Sorting Data

With slice and dice you can re-sort the rows of your data block.

The sort function can order rows alphabetically or numerically and can be ascending or

descending.

For example, to view the stores having the lowest and highest sales revenues, you need

to sort the rows by revenue.

Sorting Data (continued)


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To sort in descendingorder, double clickthe icon.

Filtering Data


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Filtering Data

Sometimes you may want to view only the data you need and hide the data you do not

want to view.

For example, you need to focus only on store revenue for 1999.

Filtering Data (continued)


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Filtering Data (continued)

Applying Calculations to Data


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Applying Calculations to Data

You can insert calculated values into your report block.

For example, find the total revenue for the period 1999-2001. You also need to know

how many stores have reported revenue and how many rows of data are in the report.

Applying Calculations to Data (continued)


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pp y g ( )



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pp y g ( )



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pp y g ( )



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pp y g ( )

To insert a calculation on a crosstab:

Double click the button.



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pp y g ( )

Applying Breaks to Data


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With slice and dice you can break your report block into logical parts; or in other words,

according to selected data and values.

This function also gives you the important feature of displaying subtotals.

For example, show 1999 revenue subtotals for each region in a table.

Applying Breaks to Data (continued)


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Select 1999.

Applying Breaks to Data (continued)


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Ranking Data (continued)


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You may only want to show the extreme ranges of the data (the largest numbers and the

smallest numbers in a report). Like filtering, it hides the data you do not want to display.

You can rank data contained in tables, crosstabs or master cells in master/detail reports.

For example, you need to display a report showing the three stores with the highest

sales revenue.



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You need to total the revenue figures for the top three stores of each year.

Creating a Sectioned Report


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This report is similar to the one you just made by breaking a table, but it effects the

entire report rather than the way the break function effected only a data block.

For example, compare sales revenue figures for each store and every year in separate

sections of your table.

Creating a Sectioned Report


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Review


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During this module, you learned how to use the main features of the Slice and

Dice Panel. These features included:

Aggregating values

Converting blocks to different formats

Tables

Crosstabs

Applying the following functions to data blocks

Sorts

Filters

Calculations

Breaks

Ranking

Charts

Master/detail (sectioned)


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Drilling

Understanding Drill Concepts


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Drill mode lets you break down data and view it from different angles and at

different levels of detail to discover the driving factors behind a good or bad

business result.

The following concepts help you understand drilling:

Hierarchies

Drill Mode

Scope of Analysis

Hierarchies


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Objects in a Desktop Intelligence universe are grouped in folders and organized in a

specific (hierarchical) order. The eFashion universe uses the following hierarchies:

Store (Region, State, City, Store name)

Time Period (Year, Quarter, Month, Week)

Products (Lines, Category, SKU desc, Color, Unit Price MSRP)

The following diagram shows how the Store hierarchy is structured.

Hierarchies (continued)


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West

California Colorado

LA San Francisco Colorado Springs Denver

e-Fash. LA

Drill Mode


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Drill hierarchies only contain dimension objects. In drill mode, you drill on dimension

objects, for example from Year to Quarter to Month.

At each level, measures such as Sales Revenue are aggregated.

You can only drill on dimension objects, not measures (such as revenue) or details (such

as a stores postal code).

Scope of Analysis


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The scope of analysis follows the

hierarchical structure as shown in this

dialog box.

Before you can analyze data in drill mode,

you must set up the scope of analysis.

Analysis in this context means data at

different levels of detail.

Using Default Hierarchies


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Each class within a universe with its associated dimensions provides the default

hierarchies that you use for drilling.

Before you can drill on a hierarchy, you must first set the scope of analysis.

Setting the Scope of Analysis


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When you define a defaultscope of analysis, you use objects from the same hierarchy.

For example, analyze Sales revenue figures geographically.

Setting the Scope of Analysis (continued)


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Double click to drill down.

Drilling Through a Default Hierarchy


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When you are drilling on a hierarchy, you may need to drill further than the scope of

analysis allows.

Rather than resetting the scope of analysis back in the Query Panel, you can use a short

cut that lets you add more drillable dimensions.

This process of appending more dimensions on-the-fly is called Drilling Through.

For instance, drill through your current table to view Store names.

Drilling Through a Default Hierarchy (cont.)


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Drilling on a Chart


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It is just as easy to drill on a chart as on a table.

For example, you have a chart showing Sales revenue by Region, and you need to drill

on it to view more detail.

Drilling on a Chart (continued)


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Right click to display speedmenu.

Drilling on a Chart (continued)


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Drilling on Multiple Hierarchies


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If a single hierarchy does not fit your analysis requirements, then you can create a report

where you can drill down on several dimensions from different hierarchies.

You can also drill on multiple hierarchies within a crosstab or chart.

For example, analyze your data for several dimensions that are only found in different

hierarchies.

Drilling on Multiple Hierarchies


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Drilling on Multiple Hierarchies (continued)


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Note: When you drill on multiple hierarchies you can drilldown through your data in any order you like. However,when drilling back up, be sure to drill the same way youdrilled down. To help with this, right click and use thedrill speedmenu to see where to go next.

Using Predefined Custom Hierarchies


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Predefined custom hierarchies are hierarchies that the universe designer sets up.

These hierarchies bring together objects from different classes, which allow more

specialized analysis.

Setting the Scope of Analysis


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It is just as easy to set the scope of analysis for predefined custom hierarchies as it is for

default hierarchies.

For example, analyze your Sales revenue figures by Year, Quarter, and State.



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Extending the Scope of Analysis


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You learned how to bring in more data from the database by editing the scope ofanalysis.

Extending the scope of analysis is similar, but you add several dimensions at once.

For example, extend your analysis by drilling on City and Store name, which are not

available in your current scope of analysis.

Extending the Scope of Analysis (continued)


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Printing Drill Information


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You can print the object values that you have drilled on in your reports.

For example, print the high-level information along with a low-level drill result.

Printing Drill Information (continued)


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Printing Drill Information (continued)


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User-defined Custom Hierarchies


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Sometimes the default order of existing hierarchies is not right for your analysis or you

need to drill on a hierarchy that has objects from different classes.

User-defined hierarchies let you create your own hierarchies using any dimensions

available in the document.

User-defined Custom Hierarchies (cont.)


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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 by Region, State, and Year.



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Double click, then


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type name of hierarchy here:

Time/Location(Custom)

Time/Location(Custom)



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Saving a View With Snapshot


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This feature copies the current report and displays the copy in a new tab inside the

document.

This lets you keep track of your analysis steps (from drilling).

Saving a View With Snapshot (continued)


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This is your snapshot,notice the icon.

During this module, you learned how to expand the drill capability and concepts of

Review


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u g t s odu e, you ea ed o to e pa d t e d capab ty a d co cepts o

drilling, hierarchies, and scope of analysis.

The hierarchies you can drill on:

Default hierarchies

Predefined custom hierarchies

User-defined custom hierarchies

The methods to drill through data.

The methods and rationale for extending the scope of analysis.


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Report Enhancement

Creating Variables

A variable is a formula or calculation that has a name.


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Variables are usually displayed in columns alongside corresponding data.

Variables are useful when:

You want to use a formula repeatedly.

You want to use the same formula in different blocks and on different report tabs within a

document.

You want to process data from different databases.

You want to use variables for analysis in drill mode.

For example, create a variable in a separate column to calculate the sales tax for each

product line.

Creating Variables (continued)


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Right click the columnto display the speedmenu.



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Type the name of yourvariable: Sales Tax

Sales Tax



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Type the amount of yourvalue: 17.5

17.5

Your newvariable.

%



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Creating Alerters


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Use alerters to draw attention to items of data in a block. Alerters can highlight data in

two ways:

By changing the format of values

By 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.

Creating Alerters (continued)


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Type the name of youralerter: Big Tax

Big Tax

Type the amount:40000

40000



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Be sure to select the Font tab.



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Using Text Alerters


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You need to display a comment in a column to the right of Sales Tax when it exceeds

40,000 for any product line.

Using Text Alerters (continued)

T pe the name of


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Comment

Type the name of

this alerter:High Tax

High Tax

Insert anothernew column.


Because we started


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Because we started

in a blank column,this field is blank.

Select the sameoptions as before.

High Tax

Type the words to

insert into the table:High Tax



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If you apply an alerter to a column that already

has data, it will replace the data. This featurecould be useful, for instance, for hiding names.


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Report Manager

Understanding the Report Manager

The Report Manager offers a comprehensive way of creating, opening, navigating, and


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The Report Manager offers a comprehensive way of creating, opening, navigating, and

manipulating reports.

From one window, you can manage all the variables in your report, work on the structure

and formatting of report components, and use the navigation view to go quickly from

section to section or report to report.

Using a New Work Flow


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Right clickto displayspeedmenu.

Start new documents fromwithin the Report Manager:

Using New Work Flow (continued)

Create and run this query


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Create and run this query.

Using Multiple Data Sources

These are a few of thepossible relationships Local Data Store ReportSource


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possible relationshipsbetween

data sources,microcubes, and

data blocks.

Data Blocks

eFashion Universe

1

2

Excel File

3

eStaff Universe

4

5

Using Multiple Data Sources (continued)

For example, create a report that includes a table showing total revenue per Region and


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p p g p g

another table showing total employee salary per Region.

Create the first table bystandard procedure.

Then create a secondtable.



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You can also use data from non-BusinessObject sources.

For example incorporate data from a separate Excel file


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For example, incorporate data from a separate Excel file

Start off by creating astandard table.



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Enterprise Reporting

What You Will Be Able To Do

Test complex queries without the need to run the query.


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Produce reports that include combined data from multiple sources.

Build and test new queries without retrieving data from the repository.

Include running calculations in your reports.

Produce reports that include formatting features that others can utilize.

Work more easily with reports that contain a lot of detailed information, using folding and theOutline View.

Objects

There are three types of Object in a Universe:


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a Dimension a Detail a Measure

to gain more

informationon an entity.

to analyze

summaryinformation.

can be combined with a...

Building a Query

Where do you build queries?


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Shows theclasses andobjects in your

selecteduniverse. Move objects

here to specifythe query.

Building and Running a Query

How do you build a query?


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Query Process

What are the steps in the query process?


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BusinessObjects

Query

ResultsData

Provider

Report

Database

(Data Source)

CLIENT SERVERUser

The Query Results


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The new blockcontains data

based on yourquery.

What are the three main parts of a document?

Documents


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Data Provider1

Blocks, providingviews of the DataProvider

2

Report Pages3

Presentation Styles

What block types can you use?


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Crosstab Block

Table Block Chart Block

Financial Table

Restricting Data

How can you restrict the data in your queries?


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Results After Restricting Data

In this example, only the sales revenue figures for


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p , y g

e-Fashion Austin Magnolia are displayed:

Creating a Variable

How would you create a variable for 5% Sales Tax in the table below?


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Right click the Sales Tax column.

Choose the Variables option.

Add the formula: = * 5%


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Working with Data Providers

Data Provider


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A query is a type of Data Provider.

The data provider contains the data you have chosen to retrieve from the data source.

Using this data set we can build interactive reports.

Types of Data Providers


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Universe

Personal Data Files

Stored Procedures

Freehand SQL

XML Data Provider

VBA Data Provider

Building and Editing a Query

For large reports or for testing:


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You can press the Esc key to stop processing.

Partial results are shown by a warning triangle in theStatus Bar:

Building and Testing New Queries


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You can build and test new queries without retrieving data from the repository Benefits:

In the design phase you may not need to retrieve data every time you change a query or its

conditions

Especially useful if the query retrieves a lot

of data and takes a long time to run

Distributing Queries without Returning Data

You can suppress the data retrieval process when you run a query


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Click the EditData Providerbutton.




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The data is in the data provider, but has been removed fromthe report. Only the column headings are displayed.

When youve finished developing the query, you can populate the table with data to see

the final results:

Refreshing Data


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Testing with no data:

Refresh populates the report with data.

Click the Refresh button.

After viewing the data, you can still close the document without the data:

Saving Structure But Not Data


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Click the Edit DataProvider button.

When development is complete, remember to

uncheck the Do Not Retrieve Data box.


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Running Calculations

Adding a Cumulative Total

To add a variable to calculate the running total at the end of each row:


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Create a column inthe table.

Right click in thecolumn and choosethe Variables option.

=RunningSum()=RunningSum()

Adding a Cumulative Total

Click OK and then Insert to display the results:


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Adding a Break

Breaks are good for highlighting when a variable, such as Store Name, changes:


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Click on the Break

button.

Click on the data columnyou want to break.

Adding a Calculated Value

You can build your own formulas as well as using calculations supplied by

BusinessObjects


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Creating a Template

To create a template:

Create a report


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Format the layout and structure of the report Save the report as a template

Creating a Template

Create a report and format the


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layout and structure.


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Applying a Template

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

template:


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Click on the NewReport Wizardbutton.

Applying a Template


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Choose atemplate.

Applying a Template

Create the query for


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the report.

Applying a Template

The new report is formatted using a template and populated using data return by your

query:


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Styles

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

report components


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BusinessObjects provides a set a standard report styles You can modify supplied styles to create your own

Changing the Standard Report Style


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Use the tabs tochange different

f h


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parts of the report.


You can change differentcomponents in the report.


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Applying the Standard Report Style


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Your existingreport.



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The Standard Report

Style is applied.


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Outlining and Folding Reports

Outlining and Folding

Folding

Allows you to build a summary (folded) report that displays only high level information

Outlining


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Outlining Views and hides selected levels of information detail in a report

Folding a Report

A typical report with a Breakon Region and a Sum on Sales


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revenue.

Folding a Report


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Folding a Report


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Folding a Report

The report is folded.


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Only Region and total Salesrevenue for each region.

Folding a Report

A final summary table,

produced by deleting the


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produced by deleting theheader row and blank rowsand Sum column.

Outlining

You can use Outlining to

simplify a complex report


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simplify a complex report.

Outlining


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Outlining

Section breaks and

break levels are


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break levels areshown.

Click on 2.

Buttons to select

outline levels.

Outlining

Level 1 and 2 information is

displayed


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Click on 1 to displayonly Level 1information.

displayed.

Outlining

Only Level 1information isdisplayed


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Click on an arrow to

re-display a sectionsdetail.

displayed.

Outlining

The section detail is


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The section detail isexpanded.

Switching Off Outlining


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Review

Folding reports

Outlining

Switching on Outline mode

Selecting levels of detail for display


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Selecting levels of detail for display

Switching off Outline mode


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Advanced Report Building

Changing the Orientation of Data

You can use the Slice and Dice feature to change the orientation of rows and columns


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Select the table andclick on the Slice and

Dice button.


The block structure isshown.


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Drag and drop the objectsto change the orientation.

Click the Slice andDice button again.


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The data orientation changes.


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Adding Breaks

You can add breaks to improve the layout of data in crosstabs

Click Format, Breaks.


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Click Format, Breaks.

Adding Breaks


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Adding Breaks

The break formats the headersacross the table columns.


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Managing Page Breaks

You can break up large reports that spread over several pages by setting page breaks

You can continue headers and footers from page to page


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A long table that runs ontomore than one page.


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Select the table.



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Page break footerbefore page break.

Page break


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Page breakheader afterpage break.

Repeat headeron every page.

Show Footer.

Page break here


You can add variables and formulas:


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=Sum()


You can carry over subtotals in the page break header:


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=RunningSum() - Sum()


You can add a grand totals in the table footer:


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=Sum()

Conditional Reporting

You can insert conditional statements for hiding blocks and other report components:


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Select the table.



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=Sum() < 40000000


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Report Manager - Map Tab

The Map tab in Report Manager allows you to work with lists of reports and reports with

multiple sections


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Navigation Structure


Navigator view

List all the reports in a document

Shows section names of the

currently displayed report Click on a section to move to it


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You can also rename reports

Right click for context speedmenu


Structure view

List all components in the

selected report

Click on a component to it in thereport window


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You can drag and drop to move

components

Right click component, breaks,

sort, filters, to display context

speedmenu

Hidden components are shownin italic

Report Printing

You can display reports in Print Preview to see how they will look when you print them

You can set up:

Page size and orientation (portrait/landscape)

Fit to print Margins


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Margins

Page numbering

Order of printing

Report Printing - Page Setup

Specify Landscape or

Portrait.


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Specify a percentageof normal size.

Specify the numberof pages.

Specify the papersize.

Report Printing - Margins

Specify the margins


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and see the effects.

Report Printing - Page Number and Order

Specify the number ofthe first page

useful if you areprinting part of a


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p g preport.

Specify the order thepages are printed.


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