Professional Documents
Culture Documents
2010-12-24
Copyright
2010 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. 2010-12-24
Contents
Chapter 1
About this document ..............................................................................................................7 Who should read this document...............................................................................................7 Getting Started with Live Office..............................................................................................9 About Live Office content .......................................................................................................9 Live Office concepts................................................................................................................9 Live Office object types ........................................................................................................11 Connecting to SAP BusinessObjects Enterprise....................................................................11 To log on to SAP BusinessObjects Enterprise........................................................................12 To connect to a different CMS...............................................................................................13 Live Office toolbar .................................................................................................................13 To hide or show the Live Office toolbar .................................................................................15 Live Office ribbon menu ........................................................................................................15 Live Office Panel....................................................................................................................18 To show/hide the Live Office Panel........................................................................................18 Live Office shortcut menu......................................................................................................19 Setting Live Office Options ...................................................................................................19 To set General options...........................................................................................................20 To set View options...............................................................................................................22 To set Enterprise options.......................................................................................................23 To set Panel options..............................................................................................................25 Working with Crystal Reports Content.................................................................................27 Inserting Crystal Reports content...........................................................................................27 To start the Live Office Insert Wizard.....................................................................................27 Insert Wizard: Choose Document..........................................................................................28 Insert Wizard: Specify Parameter Values ...............................................................................29 Insert Wizard: Choose Data...................................................................................................29 Insert Wizard: Set Filters........................................................................................................31 Insert Wizard: Summary.........................................................................................................32 Modifying Crystal Reports content.........................................................................................33 Adding custom content to Live Office objects........................................................................33
1.1
Chapter 2
2.1 2.1.1 2.1.2 2.2 2.2.1 2.2.2 2.3 2.3.1 2.4 2.5 2.5.1 2.6 2.7 2.7.1 2.7.2 2.7.3 2.7.4
Chapter 3
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Contents
Modifying fields .....................................................................................................................34 Modifying filters.....................................................................................................................34 Accessing secured databases................................................................................................36 To access secured databases................................................................................................36 Working with Web Intelligence content................................................................................37 Inserting Web Intelligence content..........................................................................................37 To start the Live Office Insert Wizard.....................................................................................37 Insert Wizard: Choose Document..........................................................................................38 Insert Wizard: Specify Key Date.............................................................................................39 Insert Wizard: Specify Query Contexts..................................................................................39 Insert Wizard: Specify Prompt Values....................................................................................40 Insert Wizard: Choose Data...................................................................................................41 Insert Wizard: Summary.........................................................................................................41 Modifying Key Date values.....................................................................................................41 Adding more Web Intelligence report parts............................................................................42 To add report parts from the same source.............................................................................42 Working with Queries...........................................................................................................43 Inserting Queries....................................................................................................................43 To start the Live Office Insert Wizard.....................................................................................43 Insert Wizard: Choose Universe.............................................................................................44 Insert Wizard: Specify Query..................................................................................................44 Insert Wizard: Specify Query Context....................................................................................53 Insert Wizard: Specify Prompt Values....................................................................................54 Insert Wizard: Summary.........................................................................................................55 Modifying Queries..................................................................................................................55 To modify a query definition....................................................................................................55 To modify a query context .....................................................................................................56 Modifying Key Date values in queries.....................................................................................56 Using the Live Office Panel..................................................................................................57 Understanding the Live Office Panel relationship network......................................................57 Searching the SAP BusinessObjects Enterprise repository....................................................57 Using Live Office Panel favorites............................................................................................58 To view Live Office favorites..................................................................................................58 To search Live Office favorites...............................................................................................59 To delete Live Office favorites................................................................................................59 To rename Live Office favorites..............................................................................................59 Viewing related objects..........................................................................................................59
4.1 4.1.1 4.1.2 4.1.3 4.1.4 4.1.5 4.1.6 4.1.7 4.2 4.3 4.3.1
Chapter 5
5.1 5.1.1 5.1.2 5.1.3 5.1.4 5.1.5 5.1.6 5.2 5.2.1 5.2.2 5.2.3
Chapter 6
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Contents
To view related objects .........................................................................................................60 Inserting links to documents...................................................................................................60 To insert links to documents..................................................................................................60 To insert documents as Live Office objects ...........................................................................61 Associating objects with Outlook activities.............................................................................61 Suggested documents...........................................................................................................62 To access suggested documents...........................................................................................62 Get notifications.....................................................................................................................62 Sending Excel data to SAP BusinessObjects Explorer..........................................................65 To send Excel data to SAP BusinessObjects Explorer............................................................65 Working with Live Office objects..........................................................................................67 Refreshing data used in objects.............................................................................................67 To manually refresh Live Office objects..................................................................................67 Configuring data refresh options............................................................................................68 Modifying Live Office object properties..................................................................................70 To configure object properties................................................................................................70 Connecting to a different system...........................................................................................71 Modifying prompt and parameter settings..............................................................................72 Publishing files to SAP BusinessObjects Enterprise...............................................................75 To publish Office 2003 documents.........................................................................................76 To publish Office 2007 documents.........................................................................................76 To view published documents in Office 2003.........................................................................77 To view published documents in Office 2007.........................................................................77 Copying Live Office Objects...................................................................................................78 To copy Live Office objects....................................................................................................78 Copying and pasting Live Office objects from Enterprise........................................................79 Saving Live Office data locally................................................................................................79 To save files to a local drive...................................................................................................79 Opening document locally......................................................................................................79 Removing Live Office objects.................................................................................................80 Adding security to your documents........................................................................................80 To conceal data in documents................................................................................................81 Troubleshooting Live Office..................................................................................................83 Enabling logging for Live Office..............................................................................................83 To configure logging for Live Office........................................................................................83 Sample Live Office log files ...................................................................................................84 Troubleshooting Live Office components...............................................................................85
7.1
Chapter 8
8.1 8.1.1 8.1.2 8.2 8.2.1 8.2.2 8.2.3 8.3 8.3.1 8.3.2 8.3.3 8.3.4 8.4 8.4.1 8.4.2 8.5 8.5.1 8.5.2 8.6 8.7 8.7.1
Chapter 9
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Contents
LiveOffice menu missing........................................................................................................85 Object refresh failed...............................................................................................................85 Object sort and filter settings missing after refreshing............................................................86 Access to universe denied ....................................................................................................86 Live Office object size limitations...........................................................................................87 Reference..............................................................................................................................89 Backward compatibility...........................................................................................................89 Unsupported features............................................................................................................89 More Information...................................................................................................................91 93
10.1 10.1.1
Appendix A Index
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Welcome to SAP BusinessObjects Live Office User's Guide. With Live Office you can retrieve business information, create queries, perform calculations, and share answers to business questions without having to understand complex database languages and structures. You can also embed up-to-date Crystal Reports or Web Intelligence information into Microsoft Office documents, spreadsheets, emails, and presentations. This guide provides comprehensive information and procedures to help you perform the following business tasks from within the Microsoft Office application environment: Create queries and summary reports, based on real-time information stored in SAP BusinessObjects Enterprise. View, modify, and refresh existing queries and report objects. Share the results with your colleagues securely over the web or intranet.
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SAP BusinessObjects Live Office (Live Office) is an add-on for Microsoft Office applications that gives you access to up-to-date information stored in SAP BusinessObjects Enterprise. With Live Office, you can insert content from Web Intelligence, Crystal Reports, and Universe Queries in your Microsoft Office documents (PowerPoint, Word, Excel, or Outlook). When you insert an object, a reference to the SAP BusinessObjects Enterprise location is also inserted. When you open the document later using the Microsoft Office application, you can refresh the objects and see the current data in your document. Note: In this release, Live Office does not support SAP Crystal Reports for Enterprise XI 4.0. Also, Live Office supports only legacy universes (.UNV) created using Universe Designer and Web Intelligence documents created using the legacy universes. However, universes created with Information Designer (.UNX) and Web Intelligence documents created using Information Designer are not supported in Live Office XI 4.0. Note: To use Live Office, you must be able to connect to SAP BusinessObjects Enterprise and access data in the system. If you do not have the appropriate rights to access the data, contact your system administrator.
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To understand how Live Office data can answer your business questions, you need to be familiar with the following key concepts: Report objects A report is a document you create containing information presented in tables, charts, and graphs. A report object supplies the data to the report. In Live Office, you work with report objects because they are connected to the most up-to-date content stored in databases. When a report object is created with the Crystal Reports or Web Intelligence designer, its information may come from various databases. The report object returns data from the underlying data source, either on-demand from the database or based on the refresh option chosen. Report instances A report instance is a version of a report object created by SAP BusinessObjects Enterprise when users modify the source document or schedule reports. Each instance contains data that is current at the time the source report is processed. Essentially, a report instance is a report object that contains data retrieved from one or more databases. Typically, report objects are designed so users can schedule several instances with varying characteristics. For example, if users run a report object containing parameters, they can schedule one instance that contains report data from a particular department, and schedule another instance that contains information from another department, even though both instances originate from the same report object. Report parts Report parts are sections of a report that are displayed by themselves, without the rest of the report page. More precisely, report parts are objects that use hyperlinks to point from a source report object to a destination Live Office object. Report parts include objects such as text or charts. Parameters In Crystal Reports, a parameter is a question that you answer before generating a report. The information you enter, or the way you respond, determines what information appears in the report. For example, in a report used by sales people, a parameter might ask for a sales region. The report would then return the results for the specified region, instead of returning the results for all regions. Parameters are similar to Web Intelligence prompts. Parameters may be mandatory or optional. Prompts In Web Intelligence, a prompt is a dynamic filter that displays a question every time you refresh the data in a report. You respond to prompts by typing or selecting the prompt value(s) you want to view before you refresh the data. Prompts are similar to Crystal Reports parameters. Prompts may be mandatory or optional. Universe A universe is an abstraction of a database and presents data in non-technical terms for business users. A universe is a collection of data objects representing the information available in a database. Business users of Web Intelligence and Crystal Reports can connect to a universe and run queries against the database. For example, a database may contain a universe for sales data, and another for customer service data. Users can perform data analysis and create reports using the objects in the universe,
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without seeing, or having to know anything about, the underlying data structures in the database. Universes are created by universe design specialists. Context A universe context indicates what type of business questions are answered by the same universe objects. For example, a universe for Sales data might have a context for store sales, another for partner sales, and so on. Because contexts may share objects that are in the same universe, specifying a universe context helps to ensure your query retrieves the right data. For example, data on expenses from an employee expense account may be stored in the same database as data on expenses from marketing a product. Choosing the right universe context will ensure you get the appropriate expense data. Therefore, when you select a universe, you may have more than one universe context to choose from. Note: Contexts are defined by the system administrator.
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To use Live Office to access corporate data, you must connect to the SAP BusinessObjects Enterprise repository where documents are stored. When you attempt to search for, add, view, modify, or publish Live Office objects from a Microsoft Office application, if you are not already logged on to SAP Business Objects Enterprise, you are prompted to log on. You can configure Live Office to connect to SAP BusinessObjects Enterprise automatically each time Microsoft Office Excel, PowerPoint, Outlook, or Word is loaded. Live Office supports Single Sign-on (SSO) to SAP BusinessObjects Enterprise. If SSO is enabled, when users request report data, Live Office uses their SAP BusinessObjects Enterprise logon credentials to access the data source rather than requiring another log on.
Use specified logon criteria If you want Live Office to connect to SAP BusinessObjects Enterprise automatically when the Microsoft Office application is started, select this option. User name Password Web Service URL Enter your SAP BusinessObjects Enterprise logon name. Enter your SAP BusinessObjects Enterprise password. Enter or verify the server location for the SAP BusinessObjects Enterprise web service you want to connect to. For example, http://businessobjects02:8080/dswsbobje/ser vices/Session Enter or verify the Central Management System (CMS) you want to connect to. For example, businessobjects01 Select the method used to check your logon credentials. When enabled, Live Office uses these log on credentials to connect to the data source whenever the user requests report data rather than requiring another log on. For more information about SSO, see the SAP BusinessObjects Enterprise Administrator's Guide available on the SAP Help Portal.
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You can click Log On, whether the Use specified logon criteria option is selected or not selected. Live Office connects to SAP BusinessObjects Enterprise using the specified settings. If Use specified logon criteria is selected, whenever you start the associated Microsoft Office application, Live Office will connect to SAP BusinessObjects Enterprise using this information.
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Button
Description
Insert Crystal Reports Content For more information about the objects that you can insert, see Inserting Crystal Reports content. Insert Web Intelligence Content For more information about the options you can use, see Inserting Web Intelligence content Insert Universe Query For information about the options that you can use, see Inserting Queries Open from SAP BusinessObjects Enterprise Opens the Microsoft Office documents (Excel, Word, or PowerPoint) from the Repository Explorer and allows you to select published documents, Crystal reports or Web Intelligence documents for insertion. See To view published documents in Office 2003 and To view published documents in Office 2007. Save to Repository For information about the options that you can use, see Publishing files to SAP BusinessObjects Enterprise. Save As New to Repository For information about the options that you can use, see Publishing files to SAP BusinessObjects Enterprise . Refresh All Objects Updates the data of all objects in the document against their source reports. Open Properties For All Objects Opens the Object Properties dialog box so you can set object properties.
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Button
Description
Open Options Opens the "Options" dialog box so you can configure settings for Live Office. Go to Object Allows you to navigate to any Live Office object in the document. Microsoft Excel only Explore Excel Selection Uploads the current selection in Microsoft Excel to SAP BusinessObjects Explorer so you can explore the data further. Microsoft Excel only Explore Excel Sheet Uploads the current Excel spreadsheet to SAP BusinessObjects Explorer so you can explore the data further. Help Displays the Online Help for Live Office.
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In Microsoft Office 2007 applications, the SAP BusinessObjects Live Office ribbon menu is available in Word, Excel, PowerPoint, and Outlook to help you create and modify reports or run queries to answer your business questions. The toolbar contains the following buttons:
Button Description
Insert Crystal Reports Content For more information about the objects that you can insert, see Inserting Crystal Reports content. Insert Web Intelligence Content For more information about the options you can use, see Inserting Web Intelligence content. Insert Universe Query For information about the options that you can use, see Inserting Queries. Go to Object Allows you to navigate to any Live Office object in the document. Modify Object Modify the object by inserting or deleting rows and columns, deleting the object or adding more data from the same report source. Refresh Object Updates the data for the selected object against the source reports. Refresh All Objects Updates the data of all objects in the document against their source reports. Microsoft Excel only Explore Excel Selection Uploads the current selection in Microsoft Excel to SAP BusinessObjects Explorer so you can explore the data further.
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Button
Description
Microsoft Excel only Explore Excel Sheet Uploads the current Excel spreadsheet to SAP BusinessObjects Explorer so you can explore the data further. Take Snapshot Save to Repository For information about the options that you can use, see Publishing files to SAP BusinessObjects Enterprise. Save as New to Repository For information about the options that you can use, see Publishing files to SAP BusinessObjects Enterprise. Open from Repository Opens the Repository Explorer and allows you to select published documents, Crystal reports or Web Intelligence documents for insertion. See To view published documents in Office 2003 and To view published documents in Office 2007. Open Object Properties Opens the Object Properties dialog box so you can set object properties. Refresh All Objects Updates the data of all objects in the document against their source reports. For more information, see "Refreshing Live Office content". Open Application Options Opens the "Options" dialog box so you can configure settings for Live Office. View Object in Browser
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Button
Description
Help Displays the Online Help for Live Office. About Live Office
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By default, when you open or compose an email message, the Live Office Panel appears to the right of the message window. If you hide the panel, Live Office retains that setting for all messages until you choose to show the panel again. Note: If you hide the Live Office Panel, you can set the Live Office Panel options to still display the panel or display a message when you open an email message that contains associated or suggested objects. For more information, see To set Panel options. 1. If the Live Office Panel is visible, do one of the following to hide it: In the "Live Office Panel" heading bar, click the Close Window button. In the Live Office menu, click Show/Hide Live Office Panel. 2. If the Live Office Panel is hidden, in the Live Office menu, click Show/Hide Live Office Panel.
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Option
Description
Shortcut Menu
The shortcut menu appears when you right-click a Live Office object in a Microsoft Office document. Select an option to set how the shortcut menu appears in the Office product: Replace <application> menu the application (Word, Excel, PowerPoint) options are not available on the shortcut menu. Add to <application> menu Both the application options and Live Office options are available on the shortcut menu. Use <application> menu only Live Office options are not available on the shortcut menu. Microsoft Excel only. If a cell contains Live Office data, when you try to enter other data in the cell, a warning appears.
Refresh Live Office object when Microsoft Excel only. binding cell changes When a Live Office object is bound to a cell and the cell binding changes, the object is automatically refreshed and updated. Refresh Live Office object on document open When a Microsoft Office document is opened, Live Office objects inserted in the document are refreshed and updated with the current data in SAP BusinessObjects Enterprise.
Copy and paste with Live Office If you select this option, when a Live Office object is copied to connectivity a Microsoft Office application, the server connectivity is maintained. If you plan to distribute documents with embedded Live Office objects and are concerned about data access and security, you can disconnect the SAP BusinessObjects Enterprise connectivity to objects embedded in Office applications. To disconnect copied objects from the data in SAP BusinessObjects Enterprise, deselect this option. Caution: When objects are disconnected, they are unable to establish a connection through Live Office and the information in the object is not updated. Message Box All the warning messages will be enabled by default.
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Option
Description
Select this option to include the report format settings (font, color, and so on) when report data is inserted into Live Office. If this option is not selected, only the report data is inserted. Microsoft Excel only. When Crystal Reports Field objects have filters, select this option to show the filters as comments in the column heading for the field data in the Microsoft Excel spreadsheet.
Microsoft Word and Outlook only. When this option is selected, a warning dialog box opens to inform users when a large or time consuming operation has been selected. Users are also given the option to reduce the performance impact by limiting the amount of data retrieved for the operation. Set the default error messages and strings that appear in the cells of your document when there is no available data. Enter a default value in the following fields: No Data - enter the value to use when the cell has no data. The default is blank. Data Error - enter the value to use when the cell data contains an error. The default is #DataError. Concealed Data - enter the value to use when the cell data is hidden. The default is #Concealed. Select one of the following options to specify the information that will be displayed for inserted objects: Field Name Field Description Both
Column heading
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Option
Description
Select this option to allow automatic sign in to the specified location. Type the username to be used for logging on to the repository. Type the password to use for logging on to the repository. Type the web address for the web services server that will access the repository. Use the following format: http://localhost:port/webappname/services Where localhost is the system name, port is the port number, and webappname is the name of the web application as configured for the web service.
System Authentication
Type the name of the system or local host. The authentication method used by the web service. When the Web Services URL is entered, the options available on the specified server are added to the list.
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Option
Description
If Single Sign-On (SSO) is configured on SAP BusinessObjects Enterprise, select this option to allow SSO for Live Office. If SSO is enabled, when users request report data, Live Office uses their SAP BusinessObjects Enterprise logon credentials to access the data source rather than requiring another log on. The OpenDocument URL provides a standard way of opening documents and reports that have been published to SAP BusinessObjects Enterprise. To view objects in a web browser, specify the OpenDocument URL defined in SAP BusinessObjects Enterprise. If your system uses a reverse proxy, specify the reverse proxy URL. For example, http://ReverseProxyServer:Re verseProxyServerPort/Proxiedlaunchpad/opendoc/openDocument.jsp Where ReverseProxyServer is the reverse proxy server, ReverseProxyServerPort is the reverse proxy listen port, and Proxiedlaunchpad is the virtual path for BI launch pad.
The viewing locale setting affects the display format for date, time, and number type data for Live Office objects. Note: The viewing locale setting is not available on Crystal Reports field objects.
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Option
Description
Enter the number of days that associations between objects and messages should be retained. Click Remove to delete associations older than the specified number of days. Sets the number of items that will appear in a single page of the search results panel. If the Live Office Panel is closed when you select an email message, Live Office can notify you if the message contains inserted, associated, or suggested objects. Depending on where in Outlook you select the message, Live Office can open the Live Office Panel or display a Desktop Alert. To enable notifications, select one or both of the following options: In the email message window, open Live Office Panel In the message list and Reading Pane, display a Desktop Alert If you previously exported your Live Office data including favorites and associations, you can import it into the Live Office Panel. Note: Importing user data replaces the current Live Office user data. Existing associations not in the imported file and imported associations for email messages not in the current inbox are lost. The Live Office favorites are merged, but conflicting items are overwritten with the imported data.
You can export your Live Office user data including favorites and associations as a back up. If you need to reinstall or revert your data to an earlier version, you can import the exported user data using the Import button.
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With Live Office, you can leverage the power, convenience, and reliability of Crystal Reports functionality from within the Microsoft Office applications you use everyday to make better business decisions. With point and click ease, you can easily monitor regional sales trends or analyze quarterly sales figures from within Microsoft Office Excel, Word, Outlook, or PowerPoint, and share that analysis with your colleagues for improved decision making. With Live Office, you have the comfort of knowing that the data you are accessing to make business decisions is reliable, up-to-date, and easily refreshed on demand from the database. Data accuracy is no longer a concern. With the "Live Office Insert Wizard", you can insert Crystal Reports report parts or fields into your Microsoft Office documents. Note: In this release, Live Office does not support SAP Crystal Reports for Enterprise XI 4.0
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The first page of the "Live Office Insert Wizard " opens to guide you through the process of inserting a Crystal Reports object. Related Topics To log on to SAP BusinessObjects Enterprise
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Tip: The items included in the Suggested folder are based on the subject entered for the message. To find a report you recently created or modified in Live Office, expand the "Recent" folder.
2. Select a report and click Next. If the selected report contains parameters, the "Specify Parameter Values" page opens. Otherwise, the "Choose Data" page opens.
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The "Choose Data" page in the Insert Wizard allows you to select the parts or fields of the report to include in the Live Office object. Note: The "Select Fields" dialog box does not appear if you have chosen to select parts of a Crystal Report. By default, this page shows the report parts. To switch between the parts view and the fields view, click the Switch to Fields and Switch to Parts buttons. The Parts view includes a toolbar with the following options:
Option Description
The Parameters button displays the Interactive Parameters pane. You can adjust the parameter values in the lists below each parameter. After you set the parameter values, click Apply. Note: This option is not available if your report does not contain predefined parameters or on the Fields view. The Toggle Group Tree button allows you to change document views. For example, in a quarterly sales report, data could be grouped and sorted by sales person and product and you could switch between each view. The navigation arrows allow you to move between pages in a report. The Search button allows you to search the text strings in a report, such as a sales person's name. The Magnification button allows you to select page magnification or zoom factors for the report.
Related Topics To select Parts as your data set To select Fields as your data set
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Click the Toggle Interactive Parameters button to adjust the parameter values in the Interactive Parameters pane. Use the drop down list under each parameter in the pane to adjust the value. After you have completed your parameter value selections click Apply. Note: The Toggle Interactive Parameters button will not appear if your report does not contain predefined parameters or if you click Switch to Fields.
Click the Toggle Group Tree button to switch document view. For example, in a quarterly sales report, data could be grouped and sorted by sales person and product in document tree view for quick access. Click the right or left facing arrows in the toolbar to navigate to a particular page in a report. Click the Search icon to search text strings in the report such as a sales person's name. Choose a page magnification or zoom factor for the report from the available drop-down list for optimal display.
2. On the Choose Data page, if the Fields view is selected, click the Switch to Parts button. 3. In "document viewer", select the report parts or objects you want to include. For example, for a quarterly sales report, you could include the name of the sales person, their product class, and their sales total by quarter. Tip: To select multiple report parts, press CTRL + Click. 4. When you are finished defining the report data, click Next. The "Summary" page opens.
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If you inserted your data as fields, the "Set Filters" page opens in the Insert Wizard so you can apply filters to the fields included in the Live Office object to restrict the amount of data in your report. Filters restrict the data in your report, even if the fields do not appear in your document. Note: In Microsoft PowerPoint, the Live Office object can show only 50 rows and 50 columns of data. If you insert a Report View that contains more data than this, the data will be truncated. You can reduce the number of fields shown in the report object or add filters to reduce the data to fewer than 50 rows and columns.
3. Select a value from the list of values for the operator you chose, and click Add Filter. The filter and applicable value appear under the field to which they apply. The filter is stored as a comment or bookmark on the field that contains the filter. 4. Click Next. The "Summary" page opens.
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One row will be inserted above, or one column will be inserted to the left of the selected cell. Repeat until the desired number of rows or columns in inserted. After inserting the first row or column, the Live Office menu will enable Remove Row or Remove Column. To remove a row or column that has been added, you'll need to select at least one cell within the row or column. Right-click, point to Live Office, and click Remove Row or Remove Column.
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only, you could use the "Focus On Value filter" setting to return only that information. Alternatively, you can use the "Exclude Value" to exclude specific values.
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SAP BusinessObjects Web Intelligence provides access to business information over intranets and extranets for creating ad hoc queries and using Web Intelligence. With Live Office, you can compile, analyze, and manipulate live Web Intelligence data from within the Microsoft Office Excel, PowerPoint, Outlook, and Word documents and use this data for making collaborative decisions.
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2. Select a report and click Next. The next page to open in the wizard depends on the selected document. If the data in the selected Web Intelligence document is based on a Key Date variable, the "Specify Key Date" page opens. Otherwise, the "Choose Data" page opens.
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Use the default date for all Select this option to set the Key Date value based on the default queries values assigned for the object. Set date for all queries Select this option to specify a Key Date value to be used by all queries.
Set a date for each query Select this option to set the Key Date for each query individually. 2. Click Next. The next page in the Insert Wizard opens.
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2. Click Next.
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Resizes the Web Intelligence document according to the zoom level selected. Searches the text string in the Web Intelligence document. Searches the next text string in the Web Intelligence document. The navigation arrows allow you to move between pages in a report. Displays the navigation map. Displays the Web Intelligence document in Page and Quick Modes.
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After you insert a Live Office object based on Web Intelligence content, you modify the Key Date setting and value like any other prompt. 1. Right-click the Live Office object and click Properties. The Live Office Object Properties dialog is displayed. 2. Click the Prompts tab. All the available prompts, contexts, and key dates are listed in up to three separate tables together with their current values. 3. From the list under the Prompts heading select the keydate you want to modify and then click Key date. The Specify keydates dialog is displayed. 4. Choose one of the three options in the Specify Keydates page. 5. Click OK to continue editing the Web Intelligence content.
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A query is used to answer a business question from data stored in one or more databases. A query can be simple, such as total sales last year, or, depending on your business need, it can be more complex, such as total sales, for Product A, in the US state of California, in the first quarter of last year. Traditionally, queries are sent to databases in a language called Structured Query Language (SQL) and could only be designed by an expert in IT or database languages. However, the Live Office Insert Wizard presents the information available in the database as objects that have familiar names and meanings and queries are built by selecting objects and filters, so you don't need to know SQL or any complex programming languages. The data is arranged in table format that you can access from Microsoft Office documents.
The "Live Office Insert Wizard" opens. If you have not already logged on to SAP BusinessObjects Enterprise, you are prompted to do so.
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The first page of the "Live Office Insert Wizard " opens to guide you through the process of inserting a Universe Query object. Related Topics To log on to SAP BusinessObjects Enterprise
2. Select the universe you want to use and click Next. The "Specify Query" page in the wizard opens.
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Option
Description
The Show/Hide the manager Pane button shows or hides the Manager Pane on the left of the window. The Manager Paneshows a tree view of the folders and objects available in the selected universe. The Show/Hide the filter Pane button shows or hides the "Filter Objects" pane at the bottom of the window. The "Filter Objects" pane displays the filters currently applied to the query. The Show the option dialog button opens the "Options" dialog box so you can configure query options. For more information, see Configuring query options. The "Add a ranking" button allows you to specify a rank order for the selected object. For more information, see Ranking query objects. The "Manage Sorts " button opens the "Sort Dialog" dialog box so you can set how objects are sorted in the query. For more information, see To sort query objects. The "Add a subquery" button opens the "Sub Query Filter" box so you can set filters to the query. The Move Result to the Left Button and the Move Result to the Right Button moves the results to the left or right in the "Result Objects" pane. The Move Filter Up Button, Move Filter Down Button, Move Filter Outside Button, and Move Filter Inside Button buttons move the filters in the "Filter Objects" pane.
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Object type
Description
Dimension object
A dimension object represents data that provides the basis for analysis in a report. Dimension objects typically retrieve character-type data, for example; customer names, resort names, or dates. A detail object provides descriptive data about a dimension. A detail is always attached to the dimension for which it provides additional information. For example, [Age] is a detail object that is associated with the [Customer] dimension. A measure object retrieves numeric data that is the result of calculations on data in the database. For example, [Revenue] is the calculation of the number of items sold multiplied by item price. A precondition object is a predefined filter and can only be placed in the Filter Objects pane. For example, [This Year] is a predefined filter to restrict the data set to the current year.
Detail object
Measure object
Precondition objects
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After you add objects to the query, you can refine the query by setting filter types, ranking objects, and sorting the data set. When you are finished defining the query, click Next. Related Topics Ranking query objects To sort query objects To filter query objects Configuring query options
2. In the filter editor, qualify the ranking by order by selecting from the list next to the Add a ranking icon. Choose one of the following qualifiers: Top Bottom % Top % Bottom 3. Enter a value in the box next to your selected qualifier. Move the displayed value up or down using the corresponding control buttons. 4. Drag and drop a dimension, measure, and object if required into the designated fields within the filter editor. You can drag objects directly from the manager pane, or move preselected objects from the Result Objects pane.
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5. Repeat steps 1-4 to set up another ranking or continue building your query.
1. On the "Specify Query" page, from the Manager pane, select an object and drag it to the "Filter Objects" pane. 2. In the "Filter Objects" pane, on the filter object you added, from the Filter Type list (beside the name of the filter object), select one of the following options:
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Option
Description
Greater than/Greater than The filter includes items whose value is greater than/greater than or or equal to the same as the specified value. Less than/Less than or equal to Between/Not Between The filter includes items whose value is less than/less than or the same as the specified value. The filter includes items whose value falls between/outside of two specified values. Note: Each value must be specified separately and you can choose different selection types for each value. In List/Not in List Is Null/Is Not Null Both The filter includes items whose value is included/not included in a specified list of items. The filter includes items whose value is Null/Not Null. The filter includes items that contain both specified values. Note: Each value must be specified separately and you can choose different selection types for each value. Except The filter includes all items except items that contain the specified value.
3. In the "Filter Objects" pane, on the filter object, from the Selection Type list, select the method you want to use to select filter values from one of the following options:
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Option
Description
This option allows you to type the filter value in a box to the left of the Selection Type list. This option allows you to select the filter values from a list of values defined for the filter object. When you select this option, the "List of Values" dialog box opens so you can select the values. You can also click the List of Values button to open the dialog box. For more information, see To select filter values from a list. This option allows you to define a prompt to specify the filter value whenever the query runs or refreshes. When you select this option, the "Prompt" dialog box opens so you can configure the prompt settings. You can also click the Prompt button to open the "Prompt" dialog box. Note: The Object selection type is not available for objects on OLAP universes or when the following filter types are selected: In list, Not in list, Is null and Is not null. This option allows you to specify an object to use as a filter.
Prompt
Object
4. Repeat these step to add additional filters if required. When you are finished defining filters, click Next.
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Option
Description
In the Type a Value box, type the value to use and move it to the Selected Value list. Note: If you selected the In List or Not in List filter type, you can specify multiple values for the filter.
To select the values from a list of available values for the object
In the list of values on the left, select the values you want to use and move them to the Selected Value list. Note: If you selected the In List or Not in List filter type, you can specify multiple values for the filter.
To change the sort order of the list of At the top of the list of values, click the name of the values between ascending and descend- filter object. ing To retrieve updated values from the data Click the Refresh button ( source To search for filter values ).
In the Search box, type the text to look for and press Enter. click the Search button. Note: To change the case options for the search, click the Search Ignore Case button ( ) to change to case sensitive search or the Search Case Sensitive button ( ) to change to ignore case search.
2. Click OK.
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Option
Description
Prompt Text Prompt with List of Values Select only from list
Type the text you want to appear to as the request for the values to use for the filter. Select this option to select filter values from a list of possible options. If Prompt with List of Values is selected, select this option if you want to restrict selections to items in the list. If this option is not selected, users can also type the value to use for the filter.
Keep last value(s) se- Select this option to default the filter selection to the values used the last lected time the object was refreshed. If this option is not selected, when the object is refreshed, the previous filter values are cleared and no values are entered by default. Optional prompt Set default value(s) Select this option if the filter value is optional and the object can be refreshed without entering a filter value. Select this option to set a default filter value to be used whenever the object is refreshed. If this option is selected, additional options are available to enter default prompt values by doing any of the following: In the Type a Value box, type a default value and move it to the "Selected Values" list. In the list, select a value and move it to the "Selected Values" list. Click the Refresh button to update the values in the list. In the Search box, enter a value to search for in the available list and press Enter. To set the search option to ignore or consider case, click the Search button and select Ignore Case or Case Sensitive.
2. Click OK.
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).
Duplicate rows
Select this option to allow duplicate rows in the query result. For example, if you query for Year values and duplicate rows are allowed, the query returns separate rows for all records even if they have the same year value. If this option is not selected, the query result returns distinct years only. Select this option to limit the amount of time the query can run and, in the corresponding list, select the number of seconds. To specify no time limit, set the value to -1. Select this option to limit the number of rows of data the query can return and, in the corresponding list, select the number of rows. To specify no limit, set the value to -1. Select this option to retrieve a random data set within the current selection criteria as a sample and, in the corresponding list, select the number of rows to return. If Sample Result Set is selected, you can select this option to have the sample set include the same rows with each data refresh. If this option is not selected, at each data refresh, the query returns a different set of sample rows.
Max. Fetched Time Max. Row Fetched Sample Result Set Fixed
3. Click OK.
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Note: If the selected query has only one context, skip this step and go to Insert Wizard: Specify Prompt Values. A context is a defined group of objects that share a common business purpose. In universes, contexts are used to avoid ambiguous queries such as queries that contain objects that return more than one type of information. Note: You can also modify the query context on the "Live Office Object Properties" dialog box.
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Tip: If the list of available values is empty or needs to be updated, click the Refresh Values button . To search the list of available values, type a value in the search box and press Enter. Tip: To change the case options for the search, click the Search Ignore Case button ( to case sensitive search or the Search Case Sensitive button ( search. 2. Click Next. The Summary page opens. ) to change ) to change to ignore case
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4. In the Keydate Properties dialog, use the options provided to modify the Key Date settings.
5. Click OK to save your new Key Date value. 6. Click OK to close the Specify Query page and refresh the query. Note: You can also modify Key Date on the "Live Office Object Properties" dialog box.
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The Live Office Panel provides an easy way to access Live Office within Microsoft Outlook. In addition to searching and inserting Live Office objects in messages, the Live Office Panel offers several tools to find and view relevant documents in the SAP BusinessObjects Enterprise repository.
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The search results are ranked by relevance to the search term so the most likely items appear near the top of the list.
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Associations - documents that have been associated with the current email thread. Suggestions - other documents that might be relevant to the email message. Suggestions are based on contacts, that is, they include documents that have been inserted or associated with an email thread that includes the same sender or recipients.
From the list of related objects, you can right-click an object for a list of actions available for that object.
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2. On the "Live Office Panel", in the "Search " box, enter a keyword for the document you want to link to, and click Search. The search results list in the "Live Office Panel" shows all documents relevant to the search term, ranked according to relevance, displayed in descending order. Note: The search results include not only classic SAP BusinessObjects content that Live Office supports (Crystal Reports and Web Intelligence), but also Dashboard Design models, PDFs, and Microsoft Office documents (Excel, PowerPoint, Word). 3. In the search results list, right-click the document, and click Insert as Link. A link to the document is inserted into your email message. You can click the link to view the document in a web browser.
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The item is associated with the email thread and will appear in the Associations list for other email messages to and from the participants in the thread.
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Note: You can turn off notifications on the "Panel" tab of the "Options" dialog box.
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In Live Office, users can directly upload Excel data to SAP BusinessObjects Explorer for analysis. Results from the analysis can be downloaded to other applications, such as Outlook and PowerPoint for further study.
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After you insert Live Office objects in a Microsoft Office document, you can copy the object to another file or application, refresh data, modify and publish the object to SAP BusinessObjects Enterprise, manage security, and so on.
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Note: If an error occurs during the refresh operation, click Detail on the "Refresh" dialog box for additional information about correcting the error. Related Topics Modifying prompt and parameter settings Setting Live Office Options
You can also change the order of the Live Office objects that are refreshed in your Microsoft Office documents.
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Option
Description
Refresh the latest instance of the selected Live Office object for a specific user. Select the user whose instance you would like to use from the list. Note: When refreshing from the latest instance of a report contained in a Publication, Live Office retrieves the report content from the latest Publication instance for the current user. The publication instance must be published to an Enterprise location in report format. Instances set to be distributed directly to a user Inbox cannot be accessed by Live Office. This option is not available if the report does not have instances.
On Demand: From the database Use Report Saved Data: From saved data report
Refresh the data from the database when a request is sent manually by the user. Refresh the selected instance based on data saved with a published report. Note: This option is available only after the report is published with saved data.
Specific Instance: From a specific in- Refresh the data from the selected instance only. stance of the report Note: This option is not available if the report does not have instances.
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5. On the "Refresh Order Setting" dialog box, in the "Refresh Order" list, select one of the object names. Note: You can select and move only one object at a time. 6. Use the directional arrows to the right of the "Refresh Order" list to move the position of the object in the list. 7. If necessary, select another object and use the arrows to set its position. Repeat this step until the objects appear in the list in the order you want them to refresh. 8. Click OK. Each time the data is refreshed, the objects are refreshed in the specified order.
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Option
Description
Shows the name of the object. If desired, you can type a new name for the object. Note: If multiple objects or report objects are selected, this value may be set to (multiple values).
Last Refresh
Shows the date and time a refresh was requested and the status of the refresh.
Document Location Shows the name and folder path for the Crystal report, Web Intelligence document, or universe that the object is based on. To change the location, click Choose. For more information, see Connecting to a different system. Live Office Object Shows the field and parts that comprise the object.
8. If you select a Crystal report or Web Intelligence object, click the Prompts tab to view and modify the prompt settings. For more information, see Modifying prompt and parameter settings. 9. Click the Refresh tab to view and modify the following refresh options for the selected object or objects:
Option Description
Apply report format when re- Select this option to apply the report format to the Live Office freshing document while refreshing the display. Your customized format will be overwritten when you select this option. Conceal data on saving; refresh to redisplay Select this option to hide data in the saved document. If selected, users must refresh the document and enter their log on credentials before they can see the data. For more information, see Adding security to your documents. Select this option to set refresh options.
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objects that are connected to source objects that have been moved, a message indicates that the source object(s) cannot be found on the current system. To connect the objects to the appropriate Crystal report or Web Intelligence object on your current system, the objects on the current system must have the same field or dimension names and table names as the original object. For example, suppose that the New York Sales team has a document with an object that uses a Crystal report called Global Sales, and the report is published to the USA SAP BusinessObjects Enterprise system. The London Sales team also has a version of the "Global Sales" Crystal report, which they've named "World Sales" and have published to the UK SAP BusinessObjects Enterprise system. If members of the London Sales team want to use the New York Sales team's document, they must manually connect the object to the "World Sales" Report on their system.
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1. In the Microsoft Office document, right-click the Live Office object and selectLive Office > Prompt Setting. 2. Click Prompt Values. On the "Specify Parameter Values" or "Specify Prompt Values" dialog box, select the parameter or prompt to modify, and set the following options:
Option Description
Always ask for val- Each time the object is refreshed, the user must enter the prompt or paramue eter values. Note: If the document has multiple objects from the same report, you may be able to consolidate prompts to reduce the number of times users must enter the values. For more information, see Consolidating prompts and parameters. Choose values list Binds the prompt or parameter to specific values. Click the Browse button to open the "Specify Parameter Values" dialog box and select the appropriate values. Choose Excel data In Microsoft Excel only. range Binds the prompt or parameter to a range in the spreadsheet. Note: Parameters and prompts that accept multiple discrete values can be bound to a range, or name variable, containing multiple cells. To select the cell or range, do one of the following: From the list, select an existing name variable. In the box, type the range address. Click the Specify Range button and, on the "Bind Parameter" or "Bind Prompt" dialog box, select a range in the spreadsheet. Set additional options and click OK. For more information about binding prompts and parameters to spreadsheet cells, see To bind prompts or parameters to spreadsheet cells.
3. Click OK.
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When you finish changing cell binding settings, by default, the data is refreshed automatically. If you don't want the data to refresh after you change these settings, you can change the refresh behavior for Live Office. For more information, see Configuring data refresh options. 1. In the Microsoft Excel document, right-click the Live Office object and select Live Office > Prompt Setting. 2. On the "Specify Parameter Values" or "Specify Prompt Values" dialog box, select the parameter or prompt to modify and select Choose Excel Data Range. 3. Click the Specify Range button. 4. On the "Bind Parameter" or "Bind Prompt" dialog box, select the cells in any worksheet in the workbook and set the following options:
Option Description
In each of the selected cells, Live Office creates a dropdown list containing the possible values for the selected parameter. Caution: If the parameter or prompt has many possible values, selecting this option will increase the overall size of the workbook and may decrease performance and response time when data is refreshed.
Refreshes the list of possible values each time the object is refreshed. Caution: If the parameter or prompt has many possible values, selecting this option will increase the overall size of the workbook and may decrease performance and response time when data is refreshed.
For range-type parameters and prompts only. Includes the selected value in the data set.
No lower/upper value
For range-type parameters and prompts only. The data set will ignore the lower or upper value of the parameter range.
5. Click OK.
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If you have multiple Live Office objects from the same report in a single document and the objects have prompts that are set to always ask for value, each time your refresh the document, you will be asked to enter the prompt and parameter values for each object separately. Rather than entering the same information multiple times (once for each object), you can consolidate the prompts for the document. When prompts are consolidated, the "Specify Parameter Values" dialog box appears only once when the document is refreshed and the entered values are applied to all objects. Note: If you set a custom refresh order for the objects, you cannot consolidate prompts.
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After you publish a document, users with the required viewing rights, can view the document from SAP BusinessObjects Enterprise.
Note: If you are not logged on to SAP BusinessObjects Enterprise, you are prompted to log on. 2. In the" Save As" dialog box, select the folder where you want to save the document. 3. In the File name box, type a name for the document. 4. Click Save.
Note: If you are not logged on to SAP BusinessObjects Enterprise, you are prompted to log on.
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2. In the" Save As" dialog box, select the folder where you want to save the document. 3. In the File name box, type a name for the document. 4. Click Save.
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2. In the "Open" dialog box, select the document. 3. Click Open. The document opens in the appropriate application. Note: If the document contains a Live Office object that was based on a document that has been published to a different SAP BusinessObjects Enterprise system, a message indicates that the source cannot be found on the current system.
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Note: If data is concealed in the document, you must connect to SAP BusinessObjects Enterprise and refresh the objects to view the hidden data. Related Topics Publishing files to SAP BusinessObjects Enterprise To view published documents in Office 2003 To view published documents in Office 2007
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Sample log file format When Live Office runs, it will generate the log-file.txt. A sample .txt file is shown below.
|Date----|-------Time-----|PID 2006-11-03 09:19:34,877 [3084] 2006-11-03 09:19:34,908 [3084] 2006-11-03 09:19:35,424 [3084] |Loglevel|Log message---DEBUG Enter populateAuthComboThreadHelper DEBUG --- WebServiceURL = http://machine name: 8080/dsws/services/Session DEBUG ---- get Session = BusinessObjects.DSWS.Session.Session
Note: You can change the name of the logging ouput file in the LOLogger.config XML using the <file value="${APPDATA}\\Business Objects\\LiveOffice\\log-file.txt" /> parameter.
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The source Web Intelligence or Crystal Reports file has been deleted from SAP BusinessObjects Enterprise. The source Universe has been changed or deleted. SQL database table fields or restrictions have been changed or deleted. For example, the database field type or restriction specified is invalid or unavailable. There is not a report instance available. Table structure has been changed.
Solution: An error message should appear and indicate the source of the problem. If it does not or it is not helpful, and then check to see if there have been any recent changes in report structure. Note: You can also find further explanation of error messages in the document Error Messages Explained, located on the SAP Business Objects Support website.
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Microsoft Excel Note: If you are using MS Excel 2007 then the following limitations will not apply. Maximum rows = 65536 Maximum columns = 256
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Reference
Reference
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Reference
Creating Crystal reports from Excel ranges To create a Crystal report based on an Excel range, use the Crystal Reports Designer, which provides more comprehensive reporting functionality. Inserting rowsets from Web Intelligence data providers To insert rowsets from Web Intelligence reports, use the Web Intelligence report part support to insert a table from an existing Web Intelligence report.
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More Information
More Information
Information Resource
Location
http://www.sap.com Navigate to http://help.sap.com/businessobjects and on the "SAP BusinessObjects Overview" side panel click All Products. You can access the most up-to-date documentation covering all SAP BusinessObjects products and their deployment at the SAP Help Portal. You can download PDF versions or installable HTML libraries. Certain guides are stored on the SAP Service Marketplace and are not available from the SAP Help Portal. These guides are listed on the Help Portal accompanied by a link to the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. http://service.sap.com/bosap-support > Documentation Installation guides: https://service.sap.com/bosap-instguides Release notes: http://service.sap.com/releasenotes
The SAP Service Marketplace stores certain installation guides, upgrade and migration guides, deployment guides, release notes and Supported Platforms documents. Customers with a maintenance agreement have an authorized user ID to access this site. Contact your customer support representative to obtain an ID. If you are redirected to the SAP Service Marketplace from the SAP Help Portal, use the menu in the navigation pane on the left to locate the category containing the documentation you want to access. https://cw.sdn.sap.com/cw/community/docupedia
Docupedia
Docupedia provides additional documentation resources, a collaborative authoring environment, and an interactive feedback channel. https://boc.sdn.sap.com/
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More Information
Information Resource
Location
Notes These notes were formerly known as Knowledge Base articles. Forums on the SAP Community Network https://www.sdn.sap.com/irj/scn/forums http://www.sap.com/services/education Training From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. http://service.sap.com/bosap-support Online customer support The SAP Support Portal contains information about Customer Support programs and services. It also has links to a wide range of technical information and downloads. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. http://www.sap.com/services/bysubject/businessobjectsconsulting Consulting Consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in topics such as relational and multidimensional databases, connectivity, database design tools, and customized embedding technology.
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Index
A
accessing suggested documents 62 associations adding for email threads 62 viewing list of 59 data (continued) error messages, modifying 22 overwriting, prompt before 20 data results filtering Crystal Reports content 32 data source queries, setting for 44 default cell values, setting 22 documents saving to SAP BusinessObjects Enterprise 75 securing data in 80 viewing on SAP BusinessObjects Enterprise 75 drill functionality 89 filters (continued) Crystal Reports field categories, excluding 35, 36 Crystal Reports content, adding specific values 35 Crystal Reports content, modifying in 34, 35 Crystal Reports content, removing from 35
C
cell binding and refresh options 20 CMS connecting to different 13 logging on 12 columns Crystal Reports content, inserting in 33 conceal data on saving 81 concealed data 80 Consolidate, prompts 75 context defined 10 context, specifying for Web Intelligence objects 39, 40 Crystal Reports create from Excel ranges 89 drill functionality 89 objects, adding from same source 33 support fo 11 Crystal Reports content fields, adding and removing in 34 fields, modifying in 34 filters, adding 35 filters, applying 32 filters, modifying in 34 Insert wizard, starting for 27 inserting 27 data as report parts 29 rows and columns 33 modifying 33 working with 27 Crystal Reports objects fields, adding as data set 31 filtering specific values 35, 36 filters, removing 35 parts, adding as data set 30
G
general options 20
E
email messages viewing related objects 60 email threads, associate objects with 62 enterprise options 23 error messages, changing 22 Excel data 65
I
inserting Crystal Reports content 27
K
key date queries, modifying in 56 Key Date creating queries with 46 Web Intelligence documents and 39 Key Dates, Web Intelligence setting 39
F
favorite documents Live Office Panel 58 favorites adding to Live Office panel 58 deleting in Live Office Panel 59 renaming in Live Office Panel 59 searching in Live Office Panel 59 viewing in Live Office Panel 58 features, unsupported 89 fields adding from Crystal Reports 31 Crystal Reports content, excluding from 35, 36 Crystal Reports content, modifying in 34 Crystal Reports, focus on 36 report parts support for 11 support for 11 filters applying for Crystal Reports content 32
L
Live Office 89 about 9 backward compatibility 89 concepts 10 logging, enabling 83 object size limitations 87 refresh options, configuring 68 relationship network, about 57 removing objects 80 troubleshooting tips 85 Live Office objects Crystal Reports, inserting 27 viewing list of 59 Live Office panel favorites,adding 58 options 25 using 57
D
data concealing 81
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Index
Live Office Panel about 18 displaying 19 favorites deleting 59 renaming 59 searching 59 viewing 58 favorites, using 58 objects, associating with messages 61 repository, searching 57 SAP BusinessObjects Enterprise, searching repository 57 locale, changing viewing 23 logging enabling in Live Office 83 sample files 84
OLAP intelligence functionality 89 OLAP Live Office objects 89 OpenDocument URL, setting 23
P
panel options 25 parameter settings changing 72 parameter values consolidating 75 specifying 29 parameters binding to spreadsheet cells 73 defined 10 parts adding from Crystal Reports 30 precondition objects queries, adding to 46 prompt settings changing 72 prompts binding to spreadsheet cells 73 consolidating 75 defined 10 specifying values 54 prompts, Web Intelligence specifying for reports 40 publishing from office 2003 76 from Office 2007 76
M
Microsoft Excel binding prompts and parameters to cells 73 Microsoft Outlook objects, associating with messages 61
related objects (continued) viewing for email messages 60 relationship network, about 57 report instances defined 10 report objects defined 10 report parts adding to Web Intelligence content 42 defined 10 inserting 41 inserting from Crystal Reports 29 repository queries, setting as data source for 44 Web Services URL to access 23 reverse proxy, configuring access to 23 ribbon menu, Live Office 15
S
SAP BusinessObjects Enterprise connecting to 11, 12 connection options 23 publishing to 75 repository searching from Live Office Panel 57 saving to local drive 79 to SAP BusinessObjects Enterprise 75 secured databases, accessing 36 security ensuring data 80 sending Excel data 65 setting report parameters 55 shortcut menu 19 configuring 20 Single Sign On (SSO) 12 Single Sign On, enabling 23 SSO (Single Sign On) 12 suggested documents 62 suggestions viewing list of 59
N
notifications email messages 62
Q O
object types, about 11 objects adding favorites to panel 58 copying and Live Office connection 20 Crystal Reports adding from same source 33 fields, removing in 34 filters removing 35 Enterprise, disconnecting from 79 field names or descriptions, displaying for 22 filters, setting as in queries 52 Outlook messages, associating with 61 refresh order, setting 69 Office 2003, publishing to SAP BusinessObjects Enterprise 76 Office 2007, publishing to SAP BusinessObjects Enterprise 76 queries adding ranking to 47 configuring options 53 inserting 43 key dates, modifying 56 objects filters, setting as 52 objects, adding to 46 overview 43 sorting 48 support for 11 Universe, choosing 44 with Key Date settings 46
R
refresh options 20 configuring 68 refresh order, setting 69 related objects about 59
T
toolbar show or hide Live Office 15 toolbar, Live Office 13
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Index
U
universe defined 10 unsupported features 89
W
web browser, viewing objects in 23 Web Intelligence drill functionality 89 Key Date settings 39 rowsets from data providers 89 support for 11
V
view options 22 viewing documents on SAP BusinessObjects Enterprise 75
Web Intelligence content adding more report parts 42 context, specifying 39, 40 data as report parts 41 inserting 37 Key Date, setting 39 modifying 55 prompts, specifying 40 refreshing 67 working with 37 Windows NT authentication 89
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Index
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