Businessobjects: Business Intelligence Solutions

BusinessObjects
Business Intelligence Solutions
© 2003 Infosys Technologies Limited

What is Business Intelligence (BI)?
Business Intelligence definition

• Business Intelligence (BI) is a set of software systems that
enable companies to analyze data that resides in a database,
and make decisions based on the insight gleaned from that
information
Business Intelligence Reporting tools

• Business Objects
• Microstrategy
• Cognos
• Brio
2
Introduction to BusinessObjects
• BusinessObjects enables you to

– Create reports
– Analyze data
– Format reports
– Distribute and print reports
• A user friendly ad-hoc reporting tool
• Build powerful reports in less time
• Use of familiar business terms
3
BusinessObjects BI Product Suite
4
BO Reporting Architecture
5
Getting started creating reports
• Data comes from

– Universes
– Personal data file
– Free hand SQL
– Stored procedures
• Select/Drag drop objects into Query Panel
• Objects generate a query that can be viewed, modified
• Run the Query – your report is ready!
6
Classes
• Classes and sub classes

– The purpose of classes is to provide logical groupings
of objects
– Ease of use
– Hierarchy
7
Objects
• Dimension objects
– Retrieve data that will provide basis for analysis
– Typically retrieve character type, date type data
– Eg: Order number, Supplier name, On Sale date
• Detail objects
– Associated with a dimension object on which it
provides additional information
– Eg: Order description, Supplier address
• Measure objects
– Retrieve numeric data which could be resulting from
calculations on data in the database
– Eg: Order quantity, Gross sales
8
Objects contd…
• Predefined conditions
– Objects that behave as filters
– Used as user input parameters
– Can also use ordinary objects as conditions
9
Report basics and Report Manager
10
Report basics
• Menu bar
• Tool bars
– Standard
– Formula
• Report manager window
– Displays the list of objects selected, variables used
• Report window
– Displays data in selected format
• Report tabs
– Can display multiple reports in single document
• Status bar
– Displays processing status, last execution date and
time
11
Displaying data
Data could be displayed in:
• Tables
– Creating, inserting, formatting tables
• Cross tabs
– Creating, inserting, formatting cross tabs
• Free-standing cells
– Inserting, formatting free-standing cells
• Charts
– Displaying, formatting chart
12
Formatting report
• Report layout
– Naming reports
– Applying standard template
• Page layout
– Header
– Footer
– Background
• Applying breaks
– Can group data according to a selected value
– Can display subtotal at break levels
• Applying sorts
– Ascending
– Descending
– Customized
13
Exporting the report results
• Can export documents to

– A common repository
– Broadcasting agent
– User channels
– Particular users
• Can save the report in various formats such as
– BusinessObjects documents ( *.rep )
– Rich text format ( *.rtf )
– Text file ( *.txt )
– PDFs ( *.pdf )
14
Time for some hands on exercises !
• Create a new report for sales analysis displaying sales

volume for items store wise
• Use an existing universe Trng_SalesAnalysis
• For steps to create the report, refer following slides
15
Create a new report…
Navigation: File -> New
Click Begin…
16
Specify Data Access…
Click Next …
17
Select Universe…
Click Finish
18
Select objects in the query panel…
Click Run to execute the query.
19
A simple report is ready!
20
Formatting…
• Rearrange the columns in the sequence – Store Name,
article description, Quantity sold.
• Add three new objects Month, State, Sales revenue to

the report. Use the following steps:
– Data ->Edit Data Provider (this opens the query
panel again)
– Add the required objects
– ‘Save and Close’ the query panel
– Data -> Refresh Data to refresh data to the report
after changes in the query
– Format the table to the earlier format (notice that
BusinessObjects has added new columns)
21
Create new report tab
• Before Inserting a new tab, lets Name the existing
report tab as ‘Sales analysis’
– Format -> Report -> Rename
• Use Insert -> Report
• This new tab can be used for display of cross tab
• Create a cross tab to display Monthly sales revenue for
each state
22
Display the new objects in a cross tab
• Go to Insert -> Cross tab
• Click at a suitable place on the report layout, in the new
report tab
• Select ‘Use existing data from the document’
• Click Begin
23
Insert New Cross tab contd.
• Select the objects State, Month, Sales revenue
(multiple objects are selected using ‘Ctrl’ key)
• Click Next
24
Insert New Cross tab contd.
• Specify the Pivot data for the cross tab
• Use: Columns – State, Rows – Month, Body – Sales revenue
• Click Finish
25
Insert Charts
• Create a new report tab for the chart

• Insert a chart displaying state wise Quantity sold
• Use similar steps as used in inserting cross tab with
suitable objects
26
Add condition to the query
• Add a condition to restrict the display on selected values
• Go to Data -> Edit Dataprovider
• Select radio button option for
Predefined Conditions (left side
bottom of the Query Panel)
• Select conditions Year,
Article Desc by double clicking
on them
• Save and Close query panel
• Refresh the report using
Data -> Refresh Data
27
Formatting the page
• Use Format -> Page -> Header
• Similarly format page footer and background suitably
28
Applying breaks on a table
• Group the table display by Store, i.e apply break on Store
• Select the table required to be formatted by clicking on it
• Select Format -> Breaks
29
Applying breaks on a table contd.
• Select Add to view the following dialog box
• Select Store Name and click OK

• Click OK
30
Apply simple function
• To Display total quantity sold for each store
• Select the field displaying the Quantity Sold (not header
of the table)
• Use Data -> Calculations ->  Sum
31
Apply Sort
Sort Store name by descending
• Select the column Store name
• Go to Format -> Sorts
• There is a sort already applied
on Store name. BusinessObjects
applies this by default
• Select Store name
• Click Descending
• Click OK
32
Save the report
• Save the report as BusinessObjects Document (.rep)
– Go to File -> Save
– Give a suitable name, click OK
33
Save the report contd.
• Save the report as HTML
– Go to File -> Save as HTML
– Give a suitable name, click OK
• Select Current report and click OK

34
Save the report contd.
• Save the report as PDF
– Go to File -> Save as
– Use the drop down in Save as Type to select
Portable Document Format (PDF)
• click OK
35
Making a simple report in BusinessObjects
indeed was easy!
Thank you
36

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Businessobjects: Business Intelligence Solutions

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BusinessObjects

Business Intelligence Solutions

© 2003 Infosys Technologies Limited

Business Intelligence definition

Business Intelligence Reporting tools

• BusinessObjects enables you to

• Data comes from

• Classes and sub classes

Data could be displayed in:

• Can export documents to

• Create a new report for sales analysis displaying sales

Click Run to execute the query.

• Add three new objects Month, State, Sales revenue to

• Create a new report tab for the chart

• Similarly format page footer and background suitably

• Select Store Name and click OK

• Select Current report and click OK

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