Professional Documents
Culture Documents
Business Objects Xi Web Intelligence: SKW User Guide
Business Objects Xi Web Intelligence: SKW User Guide
WEB INTELLIGENCE
If you have any questions about this document or need assistance with Business Objects XI Web
Intelligence, please contact the State-Level Reporting team using the following e-mail address.
1.0 INTRODUCTION........................................................................................................................................................ 6
1.1 PURPOSE AND INTENDED AUDIENCE ..................................................................................................................... 6
PROMPTS ........................................................................................................................................................ 28
EXERCISE 2A ............................................................................................................................................................... 32
EXERCISE 3A ............................................................................................................................................................... 37
4.3 SECTIONS........................................................................................................................................................... 47
ADDING COLUMNS.......................................................................................................................................... 51
4.7 CALCULATIONS.................................................................................................................................................. 54
EXERCISE 4 .................................................................................................................................................................. 57
TABLES/CHARTS .............................................................................................................................................. 62
EXERCISE 5 .................................................................................................................................................................. 75
NOTE
Web Intelligence users should have a basic understanding of navigation techniques and
conventions used in Microsoft Windows and Microsoft Word.
User IDs
College users will have a SKW id to access Business Objects Web Intelligence. College SKW ids allow
users to retrieve data for their own college. Other colleges’ data cannot be retrieved.
Appendix A: Abbreviations, Acronyms and Definitions – Defines all abbreviations, acronyms and
special terms used in this document.
• Query Panel – This is where a query is built. It is made up of four panes (sections).
• Query Panel Toolbar - Allows user to perform various functions such as executing a query.
• Data Manager Pane - Class and objects are displayed along the left side of the screen.
• Results Objects pane - These are the objects a user has chosen to be displayed in a report.
• Query Filters pane - Objects are used to narrow your search range. For example, Reporting
Term.
• Query - The combination of result objects and query filters needed to pull the desired data from
the Data Warehouse.
• Report - the presentation of the data returned from executing the query.
• Predefined conditions - This object was created to automatically retrieve the data based on a
predefined period of time. These objects are recognized with a yellow filter in front of their name
and are used in the Query Filters pane.
1. Where is the data located? Choose the appropriate universe. Curriculum-II Universe
3. Which dimension objects? Curriculum code and reporting Curriculum code and Reporting
term. Term Objects
4. What is the time object? Select the two reporting terms. Reporting Term In List
200803;200901
Welcome Wizard
When Web Intelligence opens, the Welcome Wizard will appear. You can use 1) the Welcome Wizard
or 2) the File Menu to create or open documents.
NOTE: In the SKW manual, we will be using the File menu to demonstrate how to create and
open documents.
If you wish to disable the Welcome Wizard:
1. Click on the Tools menu.
2. Click on Options.
3. The Measurement unit is Pixel. Click on the down arrow to view the choices and select Inch.
The list of available universes will display in a new window. Universes are different views of the data
stored in the data warehouse.
5. Select the Course_FTE universe.
6. Click on OK.
Query
Panel
toolbar
Result Objects Pane
Data
Manager
Pane
Show/Hide Data Manager By default, the classes and objects are displayed. If you
have a large query with many result objects, then you may
want to hide the objects to see more data.
Show/Hide Filter Pane A toggle that hides the Query Filters pane to allow you to
display more result objects.
Create a second query User can create a second query on the same report to
retrieve data that could not be in the first query.
(Example: on and off campus FTE)
Add a combined query Queries that are combined with the SQL operators
UNION, INTEREST, and MINUS.
Close Query Panel A user can close with changes or close to undo changes.
NOTE: To search for another part of the object name other than the first word, place an ‘*’ in
front of the word. If not, the search will fail.
Properties Tab
It is recommended that the option “Allow other users to edit all queries” be disabled unless you specifically
want other users to have the ability to edit a document. This would have to be done each time a document is
created.
No other changes are needed in the Properties tab.
Add objects
To add objects to the Result Objects pane, drag the individual objects from the Data Manager pane to the
Result Objects pane or double-click the object name. The objects will appear in the report in the same
order as they were chosen.
Remove Objects
To remove objects, select the object and press DELETE or click and drag an object from the Result
Objects pane back to the Data Manager pane.
The Results Objects pane would look like the one below.
Objects
Objects are selected from the Data Manager pane and dragged into the Query Filter pane.
Example: Reporting Term.
Operator Explanation
Not Equal to Select all other values not equal to one particular value.
Greater than or Equal to Greater than or equal particular number, date, or character.
Less than or Equal to Less than or equal to a particular number, date, or character.
Between Records between and including two values – for example, Total Number of
Student between 20 and 30.
In list Returns only the records matching the value or multiple values specified. If
multiple values are specified, separate each with a semicolon (;).
Not in List Returns records that do not match any of the values specified. If multiple
values are specified, separate each with a semicolon (;).
Is null Records are returned in which no value has been entered, i.e., is empty.
“Null” is not the same as zero.
Matches pattern Returns records that begin with or end with a particular string. This operator
is used with a wildcard character such as “%” or “_” (underscore).
Both Returns records containing both of the two values that you specify. You
must specify two values as the criteria for this operator.
Except Returns records containing values other than the value you specify for this
operator.
Operands
Operands allow you to specify the values used to limit the data in your report.
Constant Allows a value to be typed. If multiple values are entered, connect them
with a semicolon with no spaces.
Values(s) from List Returns the list of values for the field that are in the database, if a list of
values is available for the particular object.
NOTE: Click the Refresh Value(s) button to update the list.
Prompt Allows a user to selects the value(s) each time the query is executed.
Example: Create a reporting term prompt to analyze data from different
reporting terms.
Add a Filter
Click on an object and drag it from the Data Manager pane to the Query Filters pane. The object
does not have to be a result object and it can be a measure object.
A predefined condition object can be used as well. Example:
Remove a Filter
Click and drag the object from Query Filters pane into the Data Manager pane.
2. Click on the Reporting Term object and drag it into the Query Filters pane.
5. The default operand is a constant. A constant can be entered, but it must match the List of Values
exactly or data may not be returned when the query is run. Example: 20901 is incorrect.
NOTE: It is recommended that the Value(s) from List be used when creating a Query
Filter.
NOTE: If you do not see the value you need, click on Refresh Values to update the list.
7. Click OK to close the List of Values and return to the Query Panel.
1. To execute the query, click on Run Query ( ). It is located in the upper right-hand
corner of the Query Panel.
2. While the data is being retrieved from the data base, the following window will appear.
2. Click on “Save”.
Predefined Conditions
Predefined Conditions are a particular kind of object that has built-in operators and values to restrict the
number of rows returned and to display only the data you are interested in analyzing. They are identified
with a filter icon ( ). For example, to analyze the data for the current reporting term – use
( ).
Add a Predefined Condition
From the Data Manager Pane, double-click the predefined condition to add it to the Query Filters
pane or drag the object into the pane.
Predefined
condition
added.
Prompts
Prompts allow user to refresh a query interactively. Prompts are useful when your query filters
periodically change or a report is being created for other users.
4. To set the Prompt properties, select this button ( ) following the prompt message.
Prompt Properties
Select only from list. If a user types an incorrect value in the wrong format or case, no data will
be returned in the report. If this option is selected, you force users to choose from the list of
values. The ability to type a value is not available.
Optional Prompt. Not for use at this time.
6. The completed Prompt filter is now displayed in the Query Filters pane.
7. When the report is executed, the user will see a window open asking them to “Enter value(s) for
Reporting Term. This function is very helpful if a user wants to use the same report for different
reporting terms.
Refresh on Open
Refresh on Open is a function that is often used with a Prompt. Each time the report is opened, it will be
empty of data until the user selects a value in a Prompt. The “Refresh on Open” option is located in
Document Properties.
1. From the File drop-down menu, click on Properties.
3. Remove the prompt and add the filter “Reporting Term In List 200901”.
4. Click on “Run Query” to execute the query. The document should look like the one below.
Business Question: What is the Curriculum FTE by Degree Code for Traditional Method of
Instruction for Reporting Term 200901 (Spring, 2009)?
Universe: Course/FTE
Result Objects: Degree Code Desc
Reporting Term
Curr ICR Calculated FTE
(Remove Result Object) Degree Code
(Add Result Object) CU Method of Instruction Code Desc
Query Filters: Reporting Term In list 200901
(Add Filter) CU Method of Instruction Code In List TR
Click on to select Value(s) from List. Select TR for Traditional for the operand.
“CU Method of Instruction Code Desc” is listed in the group of objects, but not in the report.
NOTE: Any time an object is added to a query, the user must manually add the object to the
report by clicking the object and dragging it to the desired location.
5. Add “CU Method of Instruction Code Desc” to the report as shown in the example below.
6. Add “Reporting Term In list 200803;200901”. Web Intelligence will add the semi-colon (;).
8. Add the new objects to the report so the columns are listed in this order in the document.
1) College Name
2) Reporting Term
3) Course Prefix
4) CU Course Number
5) CU Method of Instruction Code
6) Curr ICR Calculated FTE
By default, the toolbars (Formatting, Reporting, and Page navigation) are enabled when Web Intelligence
toolbar is installed on your computer. They can be located in the View drop-down menu.
Formatting toolbar
Click on the item you want to format (example: the title box, column header, or data in the column) and
then click on the icon to format the text.
Formatting Toolbar
Icon Function
Italicizes text
Underlines text
Background image
Centers text
Wraps text
Merge cells
Format painter
Variable Editor
Redo action
Alerters
Apply/Remove Ranking
Add Filter
Insert/Remove Break
Apply/Remove Sort
Icon Function
4.2 Titles
Add a Title
1. To add or change a title, double click in the report Title Box. A text box for the title will display
with the title text above the report.
2. Type in the text for your title “Traditional FTE Courses by Degree Code” and press Enter.
Your title will be displayed on the report.
3. To move the title box, click in the title box and drag the title to the desired location. In the
example below, the title will be moved to the left in order to center it over the report.
5. To change the size of the title box, move the mouse over the edge of the title box until it change
to a double arrow.
Move cursor here
until double lines
appear. Move to
the left.
6. Then click and drag to the left until desired size is reached.
7. The height of the title box can also be changed in the same manner.
Click here.
-To verify the title is in the report header box, go to the Map Tab in the Edit pane.
-Click on the Structure tab.
-Click on the “+” sign beside “Report Header”. The title will be displayed underneath it.
18. To view the page as it will be printed, click on the Switch Page/Quick Display ( ) button on
the Reporting Toolbar.
19. Adjust the Top Margin of the document. (Screen shot follows instructions).
-With the document still open, click on the Properties tab in the Edit frame.
-Click in the white area outside of the report to bring up the Page Layout properties.
-Click on the “+” sign to open up Page Layout.
-Change the top margin to 0.25”.
-Press “Enter”.
Data can be sectioned by a column of your choice. The section functionality allows a column to be pulled
out of the table and placed as a section header, which looks like a table header.
Example:
Without a Section With a Section
4. Click on the Section Header ( ) and drag it over the report where you want to
place the column until the box displaying “Drop here to insert a cell shows”. Then drop the
object.
4.4 Breaks
By placing a “break” on a column, the table is broken down into multiple tables in which data can be
better analyzed.
Without a Break
Inserting a Break
To create a break, click on the column that you want to break the data by and then click on the
break icon ( ) in the Reporting Toolbar.
Removing a Break
To remove a break, click in the body of the break column and then click on the break icon ( ).
4.5 Columns
Resizing Columns
Move the cursor over the edge of the column until it becomes double arrows. Then click and drag the
arrow over until the column is the desired size.
2. Drag the object over the report where you want to insert the new column until the box display
“Drop here to insert a cell” shows. Then drop the object.
Removing Columns
3. To remove a column, you can choose to right click in the body of the “CU Method of
Instruction Code Desc” column and select “Remove” option.
The second option is to click on “CU Method of Instruction Code Desc” and remove the object
from the query. For this exercise, remove the object from the query.
1. To change a column header name, double click on the “Curr ICR Calculated FTE”.
2. Type in the new column name (Curriculum FTE) in the text box and press Enter.
3. A warning message may appear asking you to validate the new column header. Click on “Yes”.
To avoid this warning when making changes, click on the green check mark beside the formula
toolbar. . This will validate the change and no warning
message will appear.
4.7 Calculations
Adding Calculations
Removing Calculations
a. Hold the Ctrl button down and select all the cells in the row that are to be deleted. They will
be highlighted.
b. Right-click to bring up the speed menu.
c. Select Remove --> Remove Row.
1. Open Exercise 3.
2. Report Columns
Double-click in the cells and change the following column headers. Click “Enter” after each
change.
“Curr ICR Calculated FTE” to “Curriculum FTE”
“CU Method of Instruction Code Desc” to “Method of Instruction”
“CU Course Number” to “Course Number”
3. Breaks
Click in the body of the “College Name” column and place a break ( ) on the column.
4. Calculations
Click in the body of the “Curriculum FTE” column and place a sum ( ) calculation on
the column.
Add “Final Total” to the total line at the bottom of the report.
6. Title
Double-click on title cell and add “Fall 2008 and Spring 2009 Curriculum FTE - Other
Distance Learning Courses”.
Adjust the width of the title box so the title can be seen.
The document should look similar to the example below. Only Beaufort County is shown to save
space.
The Edit Frame is located on the left side of the Web Intelligence viewer.
Edit Frame
The Edit Frame is made up of four tabs. Each will be discussed in a separate section.
1. Data
2. Templates
3. Map
4. Properties
5. Input Controls
Report
1. Click on and drag it into the Report pane to add another report to the document as
shown below.
Click on the table/chart and drag it over the report and drop it. In the example below, the Bar chart is
dragged over the report table.
In the sub-folder “Formula and Text Cells”, only the ones listed below are recommended for use in a
report.
Blank Cell
Click on “Blank Cell and drag it to where the data is desired to displayed. The
cell can contain any data/information you wish to add to it. Example: titles.
Last Refresh Date
The data and time a report was last refreshed will be displayed wherever the cell is
dropped in the report.
Document Name
The document name will be automatically displayed wherever the cell is dropped in the
report.
In the sub-folder “Page Number Cells”, several options are available for displaying page numbers. Click
and drag the option to the desired location in the report.
If a mistake is made, click on the cell and press the Delete button to remove it.
1. To access the Properties for a specific area of a report, click on section. The Properties
displayed will automatically change according to the area selected in the report. For
example, if you click in the title box, all of the properties are for the title.
2. To set the properties for multiple cells, hold the CTNL key down while you click on the
cells.
3. The properties can be sorted by alphabetical order by clicking the sort icon .
1. Text Box – Click in the box and type the new data.
2. Yes Check Box – Click inside the box to change the check mark.
3. Drop Down List – Click on the arrow for the drop down list and select the desired option.
The arrow for the drop down list will not be displayed until you click in the box for the
property.
4. Pop Up Window – Click on the button and the pop up window for that property will
display.
Note: The pop up window will not be displayed until you click in the box for the property.
The pop up window will appear as shown below. Make the desired changes and click on
OK.
(Display Properties) Click in the body of the table to see these properties.
Name Function
Autofit width Check yes to automatically adjust the width of the cell(s) to fit the
contents of the cell(s).
Width The width of the cell(s) in inches. Type in a new value to change
the width.
Autofit height Check yes to automatically adjust the height of the cell(s) to fit
the contents of the cell(s).
Horizontal padding The amount of space placed in front of the text in the cell(s).
Vertical padding The amount of space placed below the text in the cell(s).
(Display Properties) Click on the edge of the report to display these properties.
Name Function
Show rows with empty Shows rows where measures have null values.
measure values
Show rows with empty Shows rows where dimensions have null values.
dimension values
(Appearance Properties) Click in the white area outside of a report to see these properties.
Name Function
Background The background color of the cell(s). The color can be changed by selecting a
color different color from the drop down list.
Background The image used as the background fo rhte cell(s). The image can be changed by
image slecting a different image in the Background Image popup. A couple of the
options include DRAFT and FINAL COPY under the Skins options.
Borders The border of the cell(s). To change the border, select a new border on the
Border Editor pop up.
Merge cells Check yes to merge cells. At least two cells must be selected to use this option.
The merged cell will contain the text of the first cell that was selected, not the
text of all cells.
Number Sets the number format of the selected cell(s). Click on the box to view the
format Number Format pop up window. NOTE: This function will only appear
when a column containing numbers is selected. Ex: Curr ICR Calculated
FTE.
Font name The font of the text in the cell(s). The font can be changed by selecting a
new font from the drop down list.
Size The size of the text in the cell(s). The size can be changed by selecting a
new size from the drop down list or by typing in a new size.
Style The font style for the cell9s) including Regular, Bold, Italic, and Bold Italic.
The style can be changed by selecting a style from the drop down list.
Text color The color of the text in the cell(s). The color can be changed by selecting a
different color from the drop down list.
Wrap text Check yes to wrap text in the cell(s). Wrapping the text will put the text on
multiple lines to fit the cell size. If the “yes” box is not checked, the text
will be on a single line.
Vertical text The vertical orientation of the text in the cell(s). The alignment can be
alignment changed by selecting a new orientation from the drop down list.
Horizontal text The horizontal orientation of the text in the cell(s). The alignment can be
alignment changed by selecting a new orientation from the drop down list.
Click in the body of a table or the outline of the table to bring up this property.
F. Page Layout Properties - The Page Layout Properties vary greatly depending on the section
selected. Click in the white area outside a table or in the Header cell to display the
properties.
Relative Position is a subcategory of Page Layout. The Relative Position properties affect the
positioning of the report.
Click on the white area outside of a report and the following Page Layout properties are
displayed.
Click outside
of report.
Show page header Shows/hides page header. Click on Yes box to display the header.
Header height Page header height. Click on the up or down arrow to adjust the
height.
Show page footer Shows/hides page footer. Click on Yes box to display the footer.
Footer height Page footer height. Click on the up or down arrow to adjust the
height.
-Click on the break button ( ). The report now breaks on Degree Code Desc.
Once the report is displayed with the break, the Break properties will appear in the Edit
Pane.
Show break header Displays the break header (column header) when checked
yes.
Show break footer Display the break footer when checked yes.
Remove duplicate values Removes duplicate values from the break column.
Center values across break Centers the break value across all cells for each value.
A sub-category of the Break properties is Page Layout properties. The Page Layout
properties, in this example, apply only to breaks.
Avoid page breaks in the Avoid breaks in the table where possible.
table
1. Open Exercise 4.
Double-click on the cell and type “by Course Prefix and Number”.
Change the font size to “9” for the “Last Refresh Date”. Hint: Click on the cell and use the
Text format properties.
4. Borders
Remove the border under the titles and the “Last Refresh Date” cell. Hint: Hold down the
Ctrl button to select all the cells at the same time.
View the how the document will look when printed by using “Switch Page/Quick Display”
function.