BusinessObjects Web Intelligence XI 3.0/3.

1: Report Design

Learner’s Guide BOW310

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C O N T E N T S
About this Course
Course introduction....................................................................................................xv Course description.....................................................................................................xvi Course audience.........................................................................................................xvi Prerequisites................................................................................................................xvi Additional education.................................................................................................xvi Level, delivery and duration....................................................................................xvi Applicable certifications and designations.............................................................xvi Course success factors...............................................................................................xvi Course setup..............................................................................................................xvii Course materials........................................................................................................xvii Learning process.......................................................................................................xvii

Lesson 1

Introducing Web Intelligence
Lesson introduction.......................................................................................................1 Describing Web Intelligence concepts........................................................................2 Accessing information with Web Intelligence...................................................2 Understanding the semantic layer.......................................................................3 Quick and easy access to information.................................................................4 Explaining Web Intelligence core functionality........................................................6 Querying with Web Intelligence .........................................................................6 Reporting with Web Intelligence.........................................................................7 Analyzing with Web Intelligence........................................................................8 Describing Web Intelligence and BusinessObjects Enterprise..............................10 BusinessObjects Enterprise overview................................................................10 About InfoView....................................................................................................10 Sharing documents with InfoView users .........................................................10 Quiz: Introducing Web Intelligence .........................................................................12 Lesson summary..........................................................................................................13

Lesson 2

Creating Web Intelligence Documents with Queries
Lesson introduction.....................................................................................................15

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Querying with Web Intelligence................................................................................16 About the query process.....................................................................................16 Universes and objects..........................................................................................17 Objects represent a selection of data.................................................................17 Universe used in this course...............................................................................17 Creating a new document...........................................................................................20 Launching Web Intelligence Rich Client..........................................................20 Creating a new Web Intelligence document....................................................22 Saving a new document......................................................................................25 Interrupting data retrieval..................................................................................26 Modifying a document's query..........................................................................28 Projecting data from an added object........................................................28 Understanding how the data is aggregated..............................................30 Working with query properties.................................................................................32 Working in the Query panel...............................................................................32 Viewing the query properties.............................................................................34 Viewing the query's SQL.....................................................................................37 Activity: Creating a document...........................................................................38 Quiz: Creating Web Intelligence documents with queries ...................................40 Lesson summary..........................................................................................................41

Lesson 3

Restricting Data Returned by a Query
Lesson introduction.....................................................................................................43 Restricting data with query filters.............................................................................44 The purpose of query filters...............................................................................44 Components of a query filter..............................................................................44 Modifying a query with a predefined query filter..................................................49 Using a predefined query filter to modify a query.........................................49 Applying a single-value query filter.........................................................................51 Creating a single-value query filter...................................................................51 Editing a single-value filter.................................................................................51 Using wildcards in query filters................................................................................54 About wildcards...................................................................................................54 Creating a query filter with a wildcard.............................................................54 Activity: Restricting data.....................................................................................55 Using prompts to restrict data...................................................................................56 Prompted filters....................................................................................................56 Creating a prompted query filter.......................................................................56 Editing a prompted query filter.........................................................................61 Activity: Adding prompts...................................................................................62 Using complex filters...................................................................................................64 Using logical operators for multiple conditions..............................................64 Using the AND operator.....................................................................................65 Using the OR operator.........................................................................................66

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Web Intelligence Report Design—Learner’s Guide

Prioritizing operators...........................................................................................67 Activity: Restricting data with multiple filters ...............................................67 Quiz: Restricting data returned by a query.............................................................69 Lesson summary..........................................................................................................70

Lesson 4

Designing Web Intelligence Reports
Lesson introduction.....................................................................................................71 Working with Web Intelligence documents............................................................72 Components of a Web Intelligence document.................................................72 Viewing reports in a document..........................................................................72 About the Web Intelligence Rich Client reporting interface..........................73 Web Intelligence Rich Client window toolbars...............................................73 Customizing your user preferences...................................................................74 Web Intelligence Rich Client general preferences...........................................75 Web Intelligence Rich Client viewing preferences..........................................76 Web Intelligence Rich Client locale preferences..............................................77 Web Intelligence Rich Client drill preferences.................................................78 Working with the Report Manager tabs...........................................................80 Displaying the document properties.................................................................83 Managing reports.................................................................................................86 Displaying data in tables and charts.........................................................................87 About tables..........................................................................................................87 Creating tables..............................................................................................................89 Viewing tables in different display modes.......................................................89 Inserting tables in a report..................................................................................91 Working with tables....................................................................................................94 Changing table formats.......................................................................................94 Adding data to an existing table........................................................................94 Duplicating tables................................................................................................95 Deleting tables, rows, or columns......................................................................96 Presenting data in free-standing cells.......................................................................97 Inserting a free-standing cell..............................................................................97 Presenting data in charts...........................................................................................102 Bar charts.............................................................................................................102 Line charts...........................................................................................................103 Area charts..........................................................................................................103 Pie charts..............................................................................................................104 Radar charts........................................................................................................104 Creating a chart..................................................................................................105 Creating a chart from a table............................................................................106 Activity: Designing Web Intelligence Reports...............................................108 Quiz: Designing Web Intelligence reports.............................................................111 Lesson summary........................................................................................................112

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Lesson 5

Enhancing the Presentation of Data in Reports
Lesson introduction...................................................................................................113 Using breaks and calculations.................................................................................114 About breaks.......................................................................................................114 About calculations..............................................................................................116 Using sorts..................................................................................................................118 About sort orders...............................................................................................118 Deleting a default sort.......................................................................................120 Formatting breaks and cross tabs............................................................................123 Controlling break headers and footers............................................................123 Formatting multiple break headers and footers............................................125 About formatting breaks...................................................................................127 Prioritizing multiple breaks..............................................................................128 Formatting cross tab headers ...........................................................................131 Activity: Formatting breaks and cross tabs....................................................131 Using report filters.....................................................................................................133 About report filters............................................................................................133 Ranking data to see top or bottom values..............................................................138 Applying ranking to data..................................................................................138 Activity: Enhancing the presentation of a report .........................................139 Tracking data changes...............................................................................................141 Tracking data changes in Web Intelligence....................................................141 Types of data change.........................................................................................143 Activating data tracking....................................................................................144 Formatting data changes...................................................................................145 Activity: Tracking data changes.......................................................................146 Using alerters to highlight information..................................................................148 About alerters.....................................................................................................148 Creating and activating an alerter...................................................................149 Creating complex alerters.................................................................................151 Activity: Creating complex alerters ................................................................152 Organizing a report into sections............................................................................156 About sections....................................................................................................156 Navigating from section to section..................................................................159 Copying data to other applications.........................................................................161 Copying a block of data as text........................................................................161 Copying an image of data using Microsoft Clipboard.................................162 Activity: Creating sections in a report.............................................................164 Quiz: Enhancing the presentation of reports.........................................................167 Lesson summary........................................................................................................168

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Web Intelligence Report Design—Learner’s Guide

Lesson 6

Formatting Reports
Lesson introduction...................................................................................................169 Formatting documents..............................................................................................170 Displaying the Report Manager Properties tab.............................................170 Changing the display of the Properties tab....................................................172 Modifying the default report properties.........................................................173 Modifying the default table properties...........................................................173 Modifying the default cell properties..............................................................174 Modifying the default section properties.......................................................176 Preparing documents for PDF and printing..................................................178 Activity: Formatting and printing reports .....................................................178 Formatting charts.......................................................................................................181 Looking at the chart properties .......................................................................181 Formatting a bar chart.......................................................................................182 Formatting a pie chart ......................................................................................184 Activity: Formatting charts ..............................................................................187 Quiz: Formatting reports..........................................................................................190 Lesson summary .......................................................................................................191

Lesson 7

Calculating Data with Formulas and Variables
Lesson introduction...................................................................................................193 Explaining formulas and variables.........................................................................194 Formulas..............................................................................................................194 Variables..............................................................................................................194 Getting online Help............................................................................................195 Using formulas and variables..................................................................................198 Creating a variable as a response to a prompt...............................................198 Creating a variable to calculate sales tax........................................................203 Modifying and deleting a variable..................................................................209 Creating a variable from document functions...............................................209 Activity: Creating formulas and variables.....................................................212 Quiz: Creating formulas and variables...................................................................214 Lesson summary........................................................................................................215

Lesson 8

Using Multiple Data Sources
Lesson introduction...................................................................................................217 Synchronizing data from multiple data sources...................................................218 Working with multiple data providers...........................................................218

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................................................................................272 Logging onto InfoView.......................................................................................................................................................................................................................................................................................................................................227 Projecting data from queries using multiple universes ................................................................................................................219 Creating multiple queries in a document ......................................................................................................................................................................................................................................................247 Lesson summary..............................................................................................233 Synchronizing queries by manually merging dimensions .................................................239 Linking personal data to universe data.........262 Using query drill ...............................................233 What happens when dimensions are not synchronized .................271 Exporting documents to the CMS......................................................................265 Activity: Analyzing data.................................267 Quiz: Analyzing data..................................................234 Some rules about synchronizing with merged dimensions ...............................................................................................268 Lesson summary...............................................221 Projecting data from a single query in different blocks ..................239 Using personal data....................274 viii Web Intelligence Report Design—Learner’s Guide ..........255 Taking a snapshot of the drill report...What is data synchronization?...250 Drilling in a Web Intelligence document..............................................................................................265 Understanding the impact of query drill on performance.....................................................259 Setting Web Intelligence drill options..................................262 Setting general drill options in Web Intelligence Rich Client..................................................................................................252 Building a drillable document..222 About automatically merged dimensions........................................272 Exporting a Web Intelligence document.................250 About the Web Intelligence data cube............................250 What is scope of analysis?...........221 Projecting data from multiple queries using a single universe ........................................................252 Drilling down in the data in a hierarchy....................................................................................................248 Lesson 9 Analyzing Data Lesson introduction ..................................................................................................................................................................................................................242 Activity: Synchronizing data.....249 Analyzing the data cube.................................................................................................................237 Using a personal data provider...............................258 Drilling in charts...........................................................245 Quiz: Using multiple data sources........................................................................269 Lesson 10 Managing and Sharing Web Intelligence Documents Lesson introduction..................230 Synchronizing data with merged dimensions.................

..............................326 Table of Contents—Learner’s Guide ix ..................................................................................................................................................... Practice.............................309 Appendix A Web Intelligence Toolbar Reference Web Intelligence toolbars ...........................................................................................................................................................................................................291 Sharing beyond Web Intelligence..................................297 Describing the Web Intelligence report panels...286 Refreshing a Web Intelligence document...................................................288 Printing a Web Intelligence document.............311 Appendix B Optional Activities Optional Optional Optional Optional Optional Practice...299 About the Web Intelligence report panels.................................................................................................................................................................................................279 Copying and moving documents and folders..........296 Setting general InfoView preferences .............................................................................................................................................303 Logging off from InfoView............................................................................ Lesson Lesson Lesson Lesson Lesson 2................................................................................................................321 5............................................................291 Sharing documents with InfoView users.....................................................................................................................................................................................................................274 The Home page.......................Accessing the InfoView Log On page.....319 4.........317 3.......................................................................................286 Viewing Web Intelligence documents........................................................308 Lesson summary...........................................279 Creating folders.297 About Web Intelligence viewing settings....281 Creating categories...............................283 Filtering documents in a list........................ Practice.................................................293 Scheduling documents in InfoView..............................279 Folders and categories in InfoView...281 Managing documents in folders and categories.......................................................... Practice..........280 Deleting documents and folders...............................................................................................................................................275 Managing documents in InfoView..................................................................................284 Viewing a Web Intelligence document in InfoView.............................297 Setting Web Intelligence preferences............294 Setting InfoView preferences..................................................324 5...........290 Closing a Web Intelligence document........................290 Sharing Web Intelligence documents.........................................................................................................................306 Closing your InfoView session...........................................296 About document preferences in InfoView......................................................................................................................................................306 Quiz: Managing and sharing Web Intelligence documents........................306 Activity: Managing and sharing Web Intelligence documents ........................................................................299 Checking the report panel settings...................................................................... Practice......

............................................ Practice................................................Optional Optional Optional Optional Optional Optional Optional Practice..................332 8....................................................................................... Practice...........350 x Web Intelligence Report Design—Learner’s Guide ....................348 Quiz: Analyzing data.337 Answer Key Quiz: Introducing Web Intelligence ......336 9........343 Quiz: Designing Web Intelligence reports...................345 Quiz: Formatting reports.......................................346 Quiz: Creating formulas and variables....328 5.........................331 7....................................................................349 Quiz: Managing and sharing Web Intelligence documents.............................341 Quiz: Creating Web Intelligence documents with queries .....................................................................................................................................................................................................................................................................................................................344 Quiz: Enhancing the presentation of reports........330 6. Practice............................................................. Practice......334 9.......................... Practice......................................................342 Quiz: Restricting data returned by a query................................................347 Quiz: Using multiple data sources....................... Lesson Lesson Lesson Lesson Lesson Lesson Lesson 5................................................................................................................................................................. Practice..............................................................................................................................

...................................................................................1 hour ❒ ❒ ❒ ❒ ❒ ❒ Working with Web Intelligence documents Displaying data in tables and charts Creating tables Working with tables Presenting data in free-standing cells Presenting data in charts Agenda—Learner’s Guide xi ...................30 minutes ❒ Describing Web Intelligence concepts ❒ Explaining Web Intelligence core functionality ❒ Describing Web Intelligence and BusinessObjects Enterprise Lesson 2 Creating Web Intelligence Documents with Queries.......................1 hour ❒ ❒ ❒ ❒ ❒ ❒ Restricting data with query filters Modifying a query with a predefined query filter Applying a single-value query filter Using wildcards in query filters Using prompts to restrict data Using complex filters Lesson 4 Designing Web Intelligence Reports....................... Course Overview.........30 minutes Lesson 1 Introducing Web Intelligence..........A G E N D A Web Intelligence Report Design Introductions..............1 hour ❒ ❒ ❒ ❒ Querying with Web Intelligence Creating a new document Modifying a document's query Working with query properties Lesson 3 Restricting Data Returned by a Query............

..............1 hour ❒ Formatting documents ❒ Formatting charts Lesson 7 Calculating Data with Formulas and Variables.....................................................................................1 hour ❒ ❒ ❒ ❒ Synchronizing data from multiple data sources Creating multiple queries in a document Synchronizing data with merged dimensions Using a personal data provider Lesson 9 Analyzing Data............2 hours ❒ ❒ ❒ ❒ ❒ ❒ ❒ ❒ ❒ Using breaks and calculations Using sorts Formatting breaks and cross tabs Using report filters Ranking data to see top or bottom values Tracking data changes Using alerters to highlight information Organizing a report into sections Copying data to other applications Lesson 6 Formatting Reports..........1 hour ❒ Explaining formulas and variables ❒ Using formulas and variables Lesson 8 Using Multiple Data Sources.................Lesson 5 Enhancing the Presentation of Data in Reports...................1 hour ❒ Analyzing the data cube ❒ Drilling in a Web Intelligence document ❒ Setting Web Intelligence drill options Lesson 10 Managing and Sharing Web Intelligence Documents................................................1 hour ❒ ❒ ❒ ❒ Exporting documents to the CMS Logging onto InfoView Managing documents in InfoView Viewing a Web Intelligence document in InfoView xii Web Intelligence Report Design—Learner’s Guide .........................................................................

❒ ❒ ❒ ❒ Sharing Web Intelligence documents Setting InfoView preferences Describing the Web Intelligence report panels Logging off from InfoView Agenda—Learner’s Guide xiii .

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About this Course—Learner’s Guide xv .About this Course Course introduction This section explains the conventions used in the course and in this training guide.

0/3. After taking this course. you’ll learn how to organize. delivery and duration This core-level instructor-led offering is a two-day course. this course is recommended: • BusinessObjects Web Intelligence XI 3. manage and distribute documents using InfoView. Course success factors Your learning experience will be enhanced by: • Activities that build on the life experiences of the learner xvi Web Intelligence Report Design—Learner’s Guide . Applicable certifications and designations This course is not applicable to any Business Objects Certified Professional programs. learners who attend this course should have the following experience: • Windows conventions • Basic database concepts Additional education If you want to increase your skill level and knowledge of Web Intelligence. when you need it. Course audience The target audience for this course is report designers who need to access and analyze information using InfoView and Web Intelligence. analyze and share data using BusinessObjects™ InfoView™ and BusinessObjects™ Web Intelligence™. Prerequisites To be successful. You will be able to design your own reports using Web Intelligence and share your analysis with other users. you will be able to efficiently and effectively manage personal and corporate documents to access the information you need. You’ll also learn how to create Web Intelligence documents for your reporting needs. During this course. to retrieve data by building queries using BusinessObjects universes and to use Web Intelligence to enhance documents for easier analysis.1: Advanced Report Design Level.Course description This two-day instructor-led course is designed to give you the comprehensive skills and in-depth knowledge needed to access.

software. Introduction Why am I here? What’s in it for me? The learners will be clear about what they are getting out of each lesson. and facility. Additional resources include: • Sample files The sample files can include required files for the course activities and/or supplemental content to the training guide. the instructor guides the learners through the learning framework. learner materials. and course-specific requirements. • Online Help Retrieve information and find answers to questions using the online Help and/or user’s guide that are included with the product. and practice activities. you will receive an electronic feedback form as part of our evaluation process. to provide feedback on the course content. instructor. Your comments will assist us to improve future courses. Learning process Learning is an interactive process between the learners and the instructor. The Learner’s Guide is designed to assist students who attend the classroom-based course and outlines what learners can expect to achieve by participating in this course. By facilitating a cooperative environment. • Evaluation form At the conclusion of this course. Objectives How do I achieve the outcome? About this Course—Learner’s Guide xvii . Course materials The materials included with the course materials are: • Name card • Learner’s Guide The Learner’s Guide contains an agenda.• Discussion that connects the training to real working environments • Learners and instructor working as a team • Active participation by all learners Course setup Refer to the setup guide for details on hardware.

The learners will assimilate new concepts and how to apply the ideas presented in the lesson. Review reinforces why it is important to learn particular concepts or skills. xviii Web Intelligence Report Design—Learner’s Guide . Practice How do I do it? The learners will demonstrate their knowledge as well as their hands-on skills through the activities. This step sets the groundwork for practice. Review How did I do? The learners will have an opportunity to review what they have learned during the lesson. Summary Where have I been and where am I going? The summary acts as a recap of the learning objectives and as a transition to the next section.

After completing this lesson. you will be able to: • Describe Web Intelligence concepts • Explain Web Intelligence core functionality • Describe the relationship among BusinessObjects Enterprise. and Web Intelligence Introducing Web Intelligence—Learner’s Guide 1 . InfoView.Lesson 1 Introducing Web Intelligence Lesson introduction This section presents key Web Intelligence concepts and vocabulary that are important to understand before beginning this course.

you can share documents with other users.Describing Web Intelligence concepts Web Intelligence is a tool for analyzing your organization's business information. After completing this unit you will be able to: • Explain how Web Intelligence allows you to access information • Describe universes. Web Intelligence allows you to access. you make decisions all the time. you can log into the BusinessObjects portal InfoView via your internet browser. Getting the right information to make decisions You and your colleagues need quick. And once you’ve analyzed this information. analyze. Web Intelligence can also be used offline as Web Intelligence Rich Client. That means you need the right information at your fingertips to help you make the right decisions. To access Web Intelligence. As part of your job. and using an easy-to-use interface. you can query your organization’s databases using your everyday business terms. the Business Objects semantic layer that allows you to query your corporate databases using your own everyday business terms Accessing information with Web Intelligence With Web Intelligence. and share corporate data over intranets and extranets for both relational databases (RDBMS) and online analytical processing (OLAP) servers. You can create simple or very complex reports. and share the information you display with colleagues throughout the enterprise. You want to access information using your everyday business vocabulary without having to understand anything about the technical way the information is stored. Using InfoView. You can then create and edit Web Intelligence documents and analyze the data displayed in them. you need to be able to share it with your colleagues. a standalone Microsoft Windows application that you can install on your computer. easy access to information. Web Intelligence Rich Client lets 2 Web Intelligence Report Design—Learner’s Guide .

you are working in "connected" mode. Understanding the semantic layer Web Intelligence allows you to access and analyze your organization's data by means of a semantic layer in one or more BusinessObjects universes. and so on. This semantic layer is a view of your organization's data. The terms you need to be familiar with in order to understand how this semantic layer functions are: • Object • Class • Predefined query filter • Universe Object Objects are elements in a universe that map to a specific set of data in a relational database. In connected mode. they shield users from the technical complexities of the databases where your corporate information is stored. so that InfoView users can access them in the CMS repository. Revenue. Customer name. or "the CMS". Because universes are based on business terminology that is familiar to you and shared throughout the organization. This repository is known as the Central Management Server. presented as one or more universes. If you use Web Intelligence Rich Client while connected to the CMS. Using a universe's business-oriented view of the data. Each object in a BusinessObjects universe is defined with a business term that is commonly used in your organization. Year. Class Classes are logical groupings of related objects. You can also use Web Intelligence Rich Client while connected to the BusinessObjects Enterprise repository. Web Intelligence utilizes universes to provide access to data. Customer address. such as Country. Introducing Web Intelligence—Learner’s Guide 3 . you can create queries in Web Intelligence and get information using your own everyday terms. you can export documents that you have created locally. when you want to perform calculations locally rather than on the server.you continue to work with Web Intelligence documents (WID) when you are unable to connect to InfoView. or when your organization chooses to deploy Web Intelligence without installing BusinessObjects Enterprise servers or an application server.

The diagram above shows the eFashion universe which defines the objects that you use in this course. Classes are indicated here by a folder icon. the Store class includes the objects State. When you create Web Intelligence documents. and Store name. or purchasing departments to your organization's data stored in its databases.This diagram shows some of the objects used in this course to build queries and create Web Intelligence documents. sales. Later in this course. Universes are created by a universe designer who is familiar with your organization's databases using BusinessObjects Designer. The universe designer then makes the universes available to you and other users in InfoView. which contains other objects related to Stores. Quick and easy access to information Business intelligence software offers tools for generating reports automatically whenever they are needed and provides easy analysis and querying to help with the decision-making business process. The Store class also includes a subclass. Query filters are used to restrict the data returned by an object used in a query. Predefined query filter The elements identified by yellow filters in the diagram are predefined query filters. City. For example. as well as the role of the pre-defined query filter in the universe. orange rectangles. the BusinessObjects portal. The objects shown in this diagram are indicated by blue diamonds. called Store details. human resources. 4 Web Intelligence Report Design—Learner’s Guide . Universe A BusinessObjects universe relates the objects for a business area such as finance. and yellow funnels. you will learn more about the different types of objects that are available in universes. you first select a universe to query the database where the data that interests you is stored. and their organization into classes.

Introducing Web Intelligence—Learner’s Guide 5 . users can concentrate on their analysis to make the best decisions. Web Intelligence users on the other hand. It uses business terminology that is shared throughout the enterprise. Because it takes less time to gather information. The Business Objects business intelligence platform separates users from the complexity and diversity of databases and associated technologies.Many business intelligence platforms require the intervention of an information service to produce personalized OLAP cubes that are then used for reporting. have access directly to the source database allowing for robust query and analysis options. This helps in responding to everyday questions and in facing problems that are present when trying to make good decisions quickly.

for example a BusinessObjects universe.Explaining Web Intelligence core functionality Web Intelligence allows you to perform querying. 6 Web Intelligence Report Design—Learner’s Guide . After completing this unit you will be able to: • Explain how Web Intelligence queries retrieve data from your corporate databases • Describe the different presentation styles you can choose from to display the data in Web Intelligence documents • Understand how Web Intelligence allows you to analyze data at different levels of detail Querying with Web Intelligence To gather the data you require. you begin by creating a Web Intelligence document and selecting the data source that will give you access to the appropriate data. Next. reporting and analysis tasks. This image shows the Query panel from Web Intelligence Rich Client. one of the panels available for building queries and creating Web Intelligence documents. you use the Web Intelligence Query panel to add and organize the objects that interest you from the universe you selected. all in a single tool.

you can structure and organize the data as you wish in the Web Intelligence document. A Web Intelligence document can contain multiple reports and each report may have been built using different queries.When you build a query in the Web Intelligence Query panel. if you are connected to the BusinessObjects Enterprise CMS. This information is then formatted and displayed in a Web Intelligence report as a simple table. Once you run the query and retrieve the data that interests you. which populates the data as a microcube. The database returns rows of data to the Web Intelligence server. ready for your analysis. called a data provider. area. Once you have the data you need. The SQL query is then sent to the database to retrieve the data mapped to the objects you selected. Reporting with Web Intelligence You can use Web Intelligence document features to create professional reports from the data you retrieve. pie or radar) • As a multiple-block report containing large amounts of data Introducing Web Intelligence—Learner’s Guide 7 . line. or even a complex chart. form or cross tab) • As a chart (bar. you select the universe objects and query filters that represent your business question. you can display or present it in multiple ways: • As a table (horizontal. the language used to query the database. vertical. The query is sent to the Web Intelligence server. which generates the final Structured Query Language (SQL) statements.

Analyzing with Web Intelligence You can analyze your reports and switch your business perspective by dragging and dropping objects. 8 Web Intelligence Report Design—Learner’s Guide . inserting calculations. and changing the display to make the important information easy to see at a glance.

Introducing Web Intelligence—Learner’s Guide 9 .You can also perform multi-dimensional analysis by looking at results at a global level or drilling down to a more detailed level of information.

and distribute BI content. InfoView. The BusinessObjects Central Management Server (CMS) stores sent and public documents and enables others to retrieve them. you will be able to: • Describe what BusinessObjects Enterprise is • Explain the relationship between BusinessObjects Enterprise. focused. Desktop Intelligence documents. Sharing documents with InfoView users InfoView allows you to share your documents with colleagues.Describing Web Intelligence and BusinessObjects Enterprise Users can choose to access Web Intelligence either as a stand-alone application on their desktop. 10 Web Intelligence Report Design—Learner’s Guide . Crystal Xcelsius models. Voyager workspaces. a web desktop that acts as a window to a broad range of useful business information around your company. After completing this unit. With BusinessObjects Enterprise. and other documents. and adaptive service-oriented architecture. it is useful to understand what BusinessObjects Enterprise is. and if your colleagues are InfoView users. BusinessObjects Enterprise stores Web Intelligence documents. as well as Crystal reports. you can send your documents directly to them. You can choose to save them as public documents. and personalized view to users inside and outside an organization. spreadsheets. scalable. Using InfoView. InfoView collects and consolidates a company’s BI information and presents it in a secure. manage. InfoView lets users personalize how they view. you can open existing Web Intelligence documents and create new ones. and the function of Web Intelligence within it. About InfoView BusinessObjects Enterprise comes with InfoView. Because Web Intelligence is a part of BusinessObjects Enterprise. This allows administrators to confidently deploy and standardize their BI implementations on a proven. users can access this information and organize it to suit their preferences. as well as a BI content provider for enterprise information portals (EIPs). using InfoView's Web Intelligence report panels. InfoView. and Web Intelligence • Describe the different methods available for sharing Web Intelligence documents with your colleagues BusinessObjects Enterprise overview BusinessObjects Enterprise is a business intelligence (BI) platform that combines end-user insight with flexible systems management for a single BI standard. It is both a standalone BI portal (BIP). or as a web application from within the BusinessObjects Enterprise portal.

Depending on the rights assigned to you by your administrator you may be able to schedule and view a list of your scheduled documents. you can share Web Intelligence documents in many ways: • Save documents as files on your workstation. you can save your reports in Microsoft Excel or Adobe PDF format. or .If they do not use InfoView. in Web Intelligence WID format. • From within InfoView. Adobe PDF. • From within InfoView.WID. Microsoft Excel. Depending on how Web Intelligence has been deployed in your organization. send a document to another user or group of users. save a document as a public or personal document in the CMS. Introducing Web Intelligence—Learner’s Guide 11 . or Microsoft Excel format. • Export documents to the CMS as a public or personal document.CSV format. • From within InfoView. in Web Intelligence . • Send in an email as an attachment. When you schedule a document you specify a time and a date to refresh it and send it to other users. so that your colleagues can easily view and print them. schedule documents to be refreshed and sent automatically by using the InfoView scheduler. or in Adobe PDF.

What is the core functionality of Web Intelligence? 4. controlling. Describe three ways for sharing Web Intelligence documents with others. and sharing business information. True or False: Web Intelligence is a single tool for understanding. 2. 12 Web Intelligence Report Design—Learner’s Guide . What is a universe? 3.Quiz: Introducing Web Intelligence Answer the following questions: 1.

Lesson summary After completing this lesson. and Web Intelligence Introducing Web Intelligence—Learner’s Guide 13 . you are now able to: • Describe Web Intelligence concepts • Explain Web Intelligence core functionality • Describe the relationship among BusinessObjects Enterprise. InfoView.

14 Web Intelligence Report Design—Learner’s Guide .

and run queries. edit.Lesson 2 Creating Web Intelligence Documents with Queries Lesson introduction This lesson describes how to use Web Intelligence to create. The Web Intelligence Rich Client application is used for all of the activities presented in this lesson. you will be able to: • • • • Query with Web Intelligence Create a new document Modify a document’s query Work with query properties Creating Web Intelligence Documents with Queries—Learner’s Guide 15 . After completing this lesson.

you construct a business question. 16 Web Intelligence Report Design—Learner’s Guide .Querying with Web Intelligence To retrieve new data from your corporate data sources with Web Intelligence. Creating a new document involves two steps: • Choosing the appropriate data source. you can create a new Web Intelligence document or edit the query associated with an existing document. The Web Intelligence server retrieves the data from the database and stores it in a microcube. After completing this unit you will be able to: • Describe the query process • Describe the universe used in this course to retrieve data About the query process This section presents the query process from the business user's point of view. • Using the Web Intelligence Query panel to create a query that will determine which data is extracted from the database. cross tabs and charts for your analysis. that represents the information you need. Subsequent sections present the query process in greater technical detail. Using one of the Web Intelligence query panels. or query. The query is sent to the Web Intelligence server. The contents of the microcube are then formatted and displayed in a Web Intelligence report in the form of tables.

A BusinessObjects universe is the semantic layer that maps everyday terms that describe your business environment to data stored in the database. you can retrieve the data that interests you simply by dragging and dropping the desired objects. Ideally. or Customer name. the universe designer names the object with the business terms that you use in your everyday activity. using BusinessObjects Designer. Within each universe. so that you can select the appropriate business terms to create queries and retrieve data from the database. Creating Web Intelligence Documents with Queries—Learner’s Guide 17 . is an example of a database for a company that runs a chain of retail stores. Using a universe. In your company or organization. while similar types of business terms are grouped into classes. eFashion. You use these objects to build queries and retrieve the data you want to show in your report. Objects represent a selection of data Objects are elements in a BusinessObjects universe that correspond to the data in the database.Universes and objects Web Intelligence makes it easy for you to access your corporate data by enabling you to work with familiar business terms rather than the technical SQL code required to retrieve data from a database. Universes are made up of classes and objects. universes are created by a universe designer. The designer then makes the universes available to you and other users in your organization. Web Intelligence uses universes to achieve this. Universe used in this course The universe used in this training course. these business terms are listed as objects. such as Sales revenue.

Revenue is the calculation of the number of items sold multiplied by the item price. A detail is always attached to the dimension for which it provides additional information. Measure objects are often located in a Measures class.Retrieves numeric data that is the result of calculations on data in the database. There are three different types of objects. and Store name. customer names.Retrieves the data that provides the basis for analysis in a report. for example. City. Detail . Measure . For example. Universes can also include predefined query filters. For example. Dimension . For example. the Customer dimension could have Age and Address associated with it because they provide additional information about a Customer. some of the objects in the eFashion Universe include State.Provides descriptive data about a dimension. 18 Web Intelligence Report Design—Learner’s Guide . store names or dates. Classes are logical groupings of objects. Dimension objects typically retrieve character-type data.Objects are elements that map to data in a relational database and are named for familiar business terms.

Query Filter. such as limiting data concerning revenue to a specific year. such as the query filter "Which product?" Creating Web Intelligence Documents with Queries—Learner’s Guide 19 .Restricts the information returned by objects. Filters can also prompt the person viewing the report to select a value.

or with unsecured local documents and universes. unsecured documents and universes only. 20 Web Intelligence Report Design—Learner’s Guide . LDAP. you cannot import documents from or export documents to the CMS repository. or CMS. or in the BusinessObjects repository. launch Web Intelligence Rich Client. • Offline mode: Web Intelligence Rich Client is not connected to the CMS repository. but applies CMS security. Windows AD. You can work with local. You can launch Web Intelligence Rich Client in one of three working modes: • Connected mode: Web Intelligence Rich Client is connected to the BusinessObjects Enterprise repository. you will be able to: • • • • • Log onto Web Intelligence Rich Client Create a new Web Intelligence document Select the data source you want to use to retrieve data Build the query to retrieve the data that interests you Save the new Web Intelligence document Launching Web Intelligence Rich Client The Web Intelligence Rich Client application is a locally installed Microsoft Windows application that lets you create and edit Web Intelligence documents that are stored either locally on your desktop. From the Start menu. You cannot import documents from or export documents to a CMS. Note: In connected mode. or SAP. 1. You can work with documents from the BusinessObjects repository or with local documents.Creating a new document This unit describes how to launch the Web Intelligence Rich Client application and how to create a new Web Intelligence document. To launch Web Intelligence Rich Client There are several methods for launching Web Intelligence Rich Client. After completing this unit. You can work with local documents and universes that are secured by the CMS you select at logon. • Standalone mode: Web Intelligence Rich Client is not connected to a CMS and no security is enforced. Windows NT. according to your instructor's directions. also known as the Central Management Server. In Offline mode. user authentication may be handled by different security models: Enterprise.

Select an authentication mode from the list. Click Log On. The name of the CMS is the full name of the connected cluster. An icon shows what kind of connection was used for the last connection with the CMS: • An icon of a desktop computer means Web Intelligence Rich Client last connected to this CMS in client-server mode (local launch from the client computer). 3. 5. Enter a valid user name and password.The Web Intelligence log on page opens. Creating Web Intelligence Documents with Queries—Learner’s Guide 21 . Select a CMS in the System list. Do not choose Standalone if you want to work in Connected mode. 2. When you choose Standalone authentication you work in Standalone mode. with no CMS connection. Make sure the Use in Offline Mode option is not selected. 4. • An icon of a globe means Web Intelligence Rich Client last connected to this CMS in HTTP mode (connection via InfoView). The name of the CMS is the server name. 6.

• The data returned by the query. the document does not open in the application instance that was already open. Creating a new Web Intelligence document Web Intelligence Rich Client consists of two separate panels: • The Create Query or Edit Query panels. • Local variables and alerters defined within the document. Note: When Web Intelligence Rich Client is already running on your computer. launching it again opens a new instance of the application. When you double-click a Web Intelligence document. you: • Choose a data source for the query. generically referred to as the Query panel. • Build and run a query. 22 Web Intelligence Report Design—Learner’s Guide . and the formatting you have applied to the blocks. • The Web Intelligence Rich Client main window. When you are ready to save.Web Intelligence Rich Client is launched in Connected mode and the Welcome wizard window opens. • One or more reports. To create a new Web Intelligence document. You use these windows together to build queries and present the data returned by the query in a report. • One or more blocks of data (tables. charts) presented in the report(s). • Save the new document. the following information is associated with the new Web Intelligence document: • The query definition.

Note: If you have already created a document or are editing an existing document. you can create a new document at any time simply by clicking Document ➤ New from the Web Intelligence Rich Client menu bar. 3.. 4. button. 2. In the Welcome wizard window. 1.. In the Universe dialog box. In the New Document dialog box. The New Document dialog box opens. Click OK. select a universe. click Universe and then Next. you first must select a data source. Creating Web Intelligence Documents with Queries—Learner’s Guide 23 . click the Browse for more data sources.To choose a data source for a new query in Web Intelligence Rich Client To create a new document in Web Intelligence Rich Client.

Repeat the previous step until the query contains all the objects you want to include. Note: To add all the objects in the class. move the objects you want in your report from the Data tab to the Result Objects pane. showing the universe's data in the Data tab. 4. Predefined query filters allow you to restrict data returned by the query. You can now use the Query panel to build queries in your document. Select the objects you want to include in the query and drag them to the Result Objects pane.The Query panel opens. Click Run Query to run the query. when required. 3. To build the query. drag the class to the Result Objects pane. In the Query panel Data tab. 2. To build and run a query in Web Intelligence Rich Client 1. The query is executed and the Query panel closes. 24 Web Intelligence Report Design—Learner’s Guide . click the + beside the Class to display the objects in the Class.

The contents of the folder appear in the display box below the list. Or. To see the most recent data available in the database. 2. select the folder where you want to save the document. the Refresh on open option is not selected so that users always see the original data that was retrieved when the document was created or last refreshed. When you are ready to save the new document locally. or click the save icon on the toolbar. Saving a new document You can save a document that you have created with Web Intelligence Rich Client locally on your desktop or by exporting it to the CMS. By default. In the Save in list.The data returned is displayed in a new document in the Web Intelligence Rich Client main window. click File ➤ Save or File ➤ Save as. it overrides the user’s default viewing options and always display the document’s original regional setting for language and time stamping. If you select the Permanent regional formatting check box. Use the buttons to the right of the list to navigate your file system and control display. users can refresh the document manually when they open it. and which was stored in the document when it was saved. To save a new document locally 1. The values returned by the objects you selected are presented by default in a vertical table. you can choose to select this option to ensure that the data is updated automatically each time the document is opened. Creating Web Intelligence Documents with Queries—Learner’s Guide 25 .

Click Save. 6. choose options: Option Refresh on open Description The document automatically refreshes when it is opened. 26 Web Intelligence Report Design—Learner’s Guide . you cannot enter a description or keywords and the Web Intelligence Document options are unavailable. making it accessible to all users and able to be opened in Standalone mode. Interrupting data retrieval When the query runtime is particularly long or you want to limit the demand on server resources. 4. Default document security is removed. The file type that you select filters documents shown in the display box. You can save in three formats: • Web Intelligence document • PDF document • Excel document Note: If you save as a PDF or Excel document. Select a file type. type a description and keywords for the document if desired. for example. 7. If you are saving the document as a Web Intelligence document. All security information stored in the document is removed. Type a file name.3. The current regional settings (locale) for formatting are applied regardless of what the locale is on the machine where it is opened. you can click the Cancel button in the Retrieving Data dialog box to interrupt the query before Web Intelligence has returned all the data to your document. Permanent regional formatting Save for all users Remove document security 5. If you are saving the document as a Web Intelligence document.

Next. In the Retrieving Data dialog box. Select one of the options in the Interrupt Data Retrieval dialog box to determine the data that displays in your document. Web Intelligence displays the document empty of values. 3. The following table describes the options for the data displayed. Web Intelligence displays: • The new values retrieved prior to the interruption of data retrieval in the appropriate parts of the document • The values retrieved at the last refresh in the rest of the document Purge all data from the document Return the partial results To interrupt data retrieval 1. 2. Consequently. click Cancel. the Interrupt Data Retrieval dialog box displays with the options for the data you want to display in the report. Click OK. The document retains its structure and formatting. Option Restore the results from the previous data retrieval Description Web Intelligence restores the values to the document that were retrieved the last time the query ran. the values displayed do not represent the most recent data available in the database. Creating Web Intelligence Documents with Queries—Learner’s Guide 27 .

This process is called “projecting data”. 28 Web Intelligence Report Design—Learner’s Guide . After completing this unit you will be able to: • Add and remove objects from the query • Project the data returned by an added object into the report block Projecting data from an added object Once you have created a document. Then. you can easily move the new objects from the Data tab into the report block by clicking and dragging them onto the table or chart. You can then add or remove objects and predefined query filters to change the data available in the document.Modifying a document's query To change the query definition. To edit the query 1. The Edit Query button on the Web Intelligence Rich Client toolbar opens the Query panel. Click Edit Query on the Web Intelligence Rich Client main window toolbar. you can easily change the information that is displayed in the resulting report by adding or removing objects in the underlying query. once you have run the query and returned to view the report in the Web Intelligence Rich Client main window. you can edit the original query that you used to retrieve data and create the document. The Query panel displays.

select either a single object or a class folder on the Data tab. then with the Alt key pressed. press the Alt key. Click Run Query to execute the query. To add another object to the table. To project data into a table 1. The new objects you added to the query are displayed now in the Web Intelligence Rich Client Data tab. The table header displays the name of the object. When the report is empty. drag an object onto an empty area of the report. A new table header and body cell appears on the report.You can change the data retrieved by this query by adding or removing objects. The Query panel closes. 3. drag another object from the Data tab and place it to the left or right of the existing column header. and by changing the order of the objects as they appear in the Result Objects pane. and then drag and drop the object or class onto the report. When the report already contains tables or charts. but the values returned by those objects are not yet present in the report block. Creating Web Intelligence Documents with Queries—Learner’s Guide 29 . 2. changing filters. 2.

This is an example of high-level aggregation. This process is called projecting data and is reviewed in the next section. Notice that although the Store name object has been added to the document microcube. Sales revenue is broken down even further to include Store name. All the values have been re-aggregated to produce a figure that represents the sales revenue earned by each store this year. then you will replace the current column with the new object's data. do not drop the objects onto a column header or footer. Save the document. drop the object onto the left or right of the table header. you need to project this new data into the block in your report. When dragging and dropping objects onto a block. Understanding how the data is aggregated In the original table. Note: If the tooltip "Drop here to replace a cell" displays. 30 Web Intelligence Report Design—Learner’s Guide . Sales revenue was broken down by Year and Quarter. You can quickly turn the vertical table to a different table format. Objects should be dropped in the detail cells of the block. such as a cross tab by using the Turn To feature. 5.4. This is an example of low-level aggregation. The results will not display as expected. A second column appears before or after the first column. Now that you have retrieved additional data from the database with your modified query. The new column header displays the name of the object. When the "Drop here to insert a cell" tooltip appears. Web Intelligence displays the values in a vertical table. Now. it does not show in the actual report block.

Creating Web Intelligence Documents with Queries—Learner’s Guide 31 .This demonstrates the dynamic nature of measure objects . • An administrator assigns rights for access to specific universes.their values change depending on which dimension objects are used with them.

you explore the remaining features available in the Query panel. The toolbar buttons related to each of these three panes are described in the following tables. After completing this unit you will be able to: • • • • Describe the Query panel toolbar buttons View and modify the query properties View. copy or edit the SQL statements that generate the query View and modify the user settings Working in the Query panel The default display of the Query panel consists of three separate panes: • The Query Manager Data tab. 32 Web Intelligence Report Design—Learner’s Guide . • The Query Filters pane.Working with query properties In this unit. • The Result Objects pane.

Remove button .Allows you to show or hide the Query Filters pane. Close the query panel button . The results of the query are displayed in a report in the Web Intelligence Rich Client window. Creating Web Intelligence Documents with Queries—Learner’s Guide 33 .Allows you to show or hide the data manager.Allows you to close the Query panel. Show/Hide Scope of Analysis button . Add Query button .Edit Query toolbar Button Description Show/hide data manager button .Allows you to remove the selected object from the Result Objects pane. Result Objects pane Button Description Add Quick Filter button .Allows you to show or hide the Scope of Analysis pane. Run Query button . Show/Hide Filter Pane button .Allows you to apply a filter on an object that is selected in the Result Objects pane.Allows you to add a new query to the document.Allows you to combine the data retrieved from more than one query using the minus. View SQL button . or to revert the query and close. copy and modify the SQL statements used to generate the query. union or intersection operator.Allows you to run the query you built and retrieve the data from the database.Allows you to remove the data retrieved by one or more queries from your document.Allows you to view. Purge Data button . which consists of the Data and Properties tabs. Add a combined query . The down arrow to the right of the button allows you to apply query changes and close.

Button Description Remove All button . Specify the order of prompts in the report.Allows you to remove the selected object from the Query Filters pane.Allows you to remove all objects from the Result Objects pane. you can view and modify the default query properties. Remove All button . Set security option. The query properties allow you to: • • • • Limit the runtime for the query or the amount of data returned.Allows you to run a subquery to restrict the data returned by the query. Add a database ranking .Allows you to use the database ranking feature to retrieve only top or bottom values from the database. Viewing the query properties In the Query panel. 34 Web Intelligence Report Design—Learner’s Guide . Query Filters pane Button Description Add a subquery button . These query properties are available in the Query panel Properties tab. Remove button . Control potential ambiguous query results.Allows you to remove all objects from the Query Filters pane.

You can type a name here that describes the query. Query 2. This field shows the universe you chose to create your query. each query in the document is named successively.The sections you see in the Properties tab are described in the table below. you can set this value to limit the number of rows of data that is returned to your document. Section Description Name By default. The button to the right of the Universe field allows you to select a new universe. Query 1. Max rows retrieved Universe Limits Maximum number of rows of data that can be returned when a query is run. If you only need a certain amount of data. This prevents a query from taking too much time or from returning unnecessary data to the document. Creating Web Intelligence Documents with Queries—Learner’s Guide 35 . and so on.

the same data may be repeated over many rows. this option applies to all of the data providers in the document. This option allows you to retrieve a random sample of data with your query. which only apply to the selected query. You can set a time limit so a query can stop within a reasonable time. you can define the order of priority that they will appear to a user refreshing this document. Data In a database. • • Select the Fixed option to retrieve the same values at each refresh. define the number of values in the sample set. In this case. only the report creator can modify the query(ies). if you set the Max rows retrieved setting to 400 rows. Allow other users to edit all queries This option is selected by default. Retrieve duplicate rows This option is selected by default. For example. or to have only unique rows returned. Sample In the Sample Result set field.Section Description The Max rows retrieved setting can be overridden by the limits set by your administrator in your security profile. but your security profile limits you to 200 rows. only 200 rows of data will be retrieved when you run the query. You can choose to have these repeated rows returned in a query. Clear the Fixed option to change the values at each refresh. If you clear this option. The sample selection occurs in the database and is database-specific. Max retrieval time Maximum time that a query can run before the query is stopped. This can be useful when a query is taking too long due to an excess of data. or network problems. Security Prompt Order 36 Web Intelligence Report Design—Learner’s Guide . Unlike the other query properties. If you have applied multiple prompted query filters. other users who have the appropriate editing rights can edit the query and modify the data contained in the document.

Depending on your selection. In the Query panel. When your query requires the report user to specify a context. Contexts Your universe designer can advise you on how to select the appropriate context for the data that interests you. you can set the following parameters: • • Select Reset contexts on refresh to prompt for a context at each refresh. and the database where the data was retrieved. your universe structure may require you to specify a context for your report.Section Description Prompted query filters are presented in detail in the next lesson. The Clear Contexts button allows you to remove the context set in a previous refresh. To view or modify the query properties 1. you receive a prompt to select a context and your selection determines the dataset returned by your query. Click the Fold/Unfold arrows at the top-right of each section of the options to expand or close the Property groups. You cannot override restrictions that may already be in place. Clear Reset contexts on refresh to retain the context from the previous refresh. click the Properties tab. Modify the query properties as required. 3. your query returns sales revenue generated by car rental or sales revenue generated by car sales. a report on sales revenue for a car dealership can ask you to select a rental or purchase context. In these cases. the Web Intelligence server. For example. 2. you can place additional restrictions on the document relative to the restrictions that already exist on the unvierse. Note: In the query properties. Viewing the query's SQL When you build a query. Web Intelligence automatically generates the appropriate SQL to retrieve the data from the database that you are accessing. and even copy and paste it to another application. In a few cases. You can view and edit this SQL. Creating Web Intelligence Documents with Queries—Learner’s Guide 37 .

to edit the SQL statements. Create a new document using the eFashion universe. Edit the SQL. 38 Web Intelligence Report Design—Learner’s Guide . Activity: Creating a document Objective • Create a new document and retrieve data for the document by building and editing a query. click View SQL. 4. and then click Validate to ensure that it is correct. Click Save to save the new SQL. Instructions 1. Optionally. 2. click Copy to copy the SQL to the clipboard. 3.To view a query’s SQL statements 1. In the Query panel. The SQL becomes editable. to re-use the SQL in another application. Optionally. click Use custom SQL. The SQL Viewer dialog box displays the SQL behind the query. showing Sales Revenue by State and Store name. 5.

Save the document as Activity Create Document.2. 3. Edit the document you just created to include a listing for Quantity sold by Year and Quarter. Run the query to view your results. 5. Run the query. View the SQL that will retrieve the data. 4. Creating Web Intelligence Documents with Queries—Learner’s Guide 39 . 6. Your report should appear as shown below.

What is a BusinessObjects universe? 2. What are the advantages of using the Web Intelligence Rich Client application to create new documents? 5. List the object types used in a BusinessObjects universe. When you interrupt data retrieval. and the kind of data returned by each type. what can you choose to display in your document? 40 Web Intelligence Report Design—Learner’s Guide . What is the name of the interface element in the Web Intelligence Rich Client application that allows you to build queries? 4.Quiz: Creating Web Intelligence documents with queries 1. 3.

Lesson summary After completing this lesson. you are now able to: • • • • Query with Web Intelligence Create a new document Modify a document’s query Work with query properties Creating Web Intelligence Documents with Queries—Learner’s Guide 41 .

42 Web Intelligence Report Design—Learner’s Guide .

you will be able to: • • • • • • Restrict data with query filters Modify a query with a predefined query filter Apply a single-value query filter Use wildcards in query filters Use prompts to restrict data Use complex filters Restricting Data Returned by a Query—Learner’s Guide 43 . Query filters allow you to limit the data returned from the underlying database and displayed in your document.Lesson 3 Restricting Data Returned by a Query Lesson introduction This lesson describes how to set up and group query filters. After completing this lesson.

Users without rights to edit the query cannot modify the query filters you define. Query filters are made up of three parts: • Object . • Operator .the object on which you want to filter data. based on the definition of the filter. you can apply a query filter on the Year dimension. Less than. This is known as setting up a query filter. you will want to create your own query filters to limit the data. • You hide data you do not want specific users to see when they access the document. It minimizes the quantity of data returned and reduces the time required to create and refresh the document over the network.the object values to be used for filtering. Different from. and Less than or equal to. Note: Your administrator can prevent objects from being filtered. Restricting the query ensures that you retrieve only the data that interests you. This ensures that the data saved with a document is appropriate for those who view or analyze the data within that document. Components of a query filter Filters are created in the Query Filters pane of the Web Intelligence report panels. You need to remove these filters from the query in order to run the query. Greater than or equal to.the relationship between the object and operand. After completing this unit you will be able to: • Describe the purpose of using query filters • Describe the components of a query filter The purpose of query filters Query filters retrieve a subset of the available data. 44 Web Intelligence Report Design—Learner’s Guide . Other times. If you create filters on these objects.Restricting data with query filters Restricting queries allows you to limit the amount of data that is retrieved from the data source and returned to your Web Intelligence reports. to view only Sales revenue for a specific year. For example. Using query filters has the following advantages: • You retrieve and are able to focus on only the data you need to answer a specific business question. Greater than. This increases the usefulness of your reports. Common operators are: Equal to. • You minimize the quantity of data returned to the document to optimize performance. • Operand . Some universes have predefined filters built into them by the universe designer. when you try to run the query a warning appears listing the filters that you cannot use.

[Exam Grade] Less than 40 retrieves data for exam grades below 40. In the example above. [Customer Age] Greater Greater than greater than a specified value than 60 retrieves data for customers over age 60.Every filter must include an object. an operator and an operand. These elements act together to specify what subset of the data you want to retrieve. the filter specifies that the query must return data where the Financial Year is equal to FY03-04. Less than lower than the specified value Restricting Data Returned by a Query—Learner’s Guide 45 . Different from different from a specified value [Quarter] Different from Q4 retrieves data for all quarters except Q4. Data concerning any other year will not be returned by the query. The following is a list of operators you can choose from: Operator Retrieves Data Example [Country] Equal to US Equal to equal to a value specified retrieves data for the US country value only. [Revenue] Greater than or Greater than or equal to greater than or equal to a specified value equal to 10000 retrieves data for revenue starting from $10000 and up.

[Weeks] Not Between 25 and 36 retrieves data for all Not Between outside the range of the values specified weeks of the year excluding week 25 through week 36. 46 Web Intelligence Report Design—Learner’s Guide . [Children] Is null Is null for which there is no value entered in the database retrieves data for customers without children where Null is entered as a value for the database under the children column.Japan. Japan and UK. Week 25 and 36 are not included. [Country] Not in List Not in List different from multiple values specified 'US. also includes values specified [Weeks] Between 25 and 36 retrieves data for weeks from week 25 to 36.UK' retrieves data for all countries except US. Japan and UK. [Children] Is not null Is not null for which a value was entered in the database retrieves data for customers with children where any value is entered into the database under the children column.Operator Retrieves Data Example Less than or equal to lower or equal to specified value [Customer Age] Less than or equal to 30 retrieves data for customers age 30 or less. including week 25 and week 36.UK' retrieves data for countries US. Between between two specified values.Japan. [Country] In list In List same as values specified 'US.

Operator Retrieves Data Example [Phone] Matches Pattern. [Account Type] Both Both corresponds to two specified values "fixed" and "mobile" retrieves data for customers who have both a fixed and mobile telephone. Except corresponds to one specified value and does not correspond to another specified value [Account Type] "fixed" Except "mobile" retrieves data for customers who have a fixed telephone but don't have a mobile phone. [Store name] Different From Pattern %Sundance retrieves data for all stores not ending in Sundance. [Store name] Matches Pattern %Sundance retrieves data for all stores ending in Sundance. [Phone] Different from Pattern '773' retrieves all Different from pattern doesn't include a specific string phone numbers that do not have '773' in them. '773' retrieves data for all Matches pattern including a specific string phone numbers that have '773' in them. There are four types of query filters that you can use in Web Intelligence: • Predefined query filters .these are built right into the universe • Single and multi-value filters Restricting Data Returned by a Query—Learner’s Guide 47 .

• Prompted filters • Complex filters 48 Web Intelligence Report Design—Learner’s Guide .

Predefined query filters are created by the universe designer.Modifying a query with a predefined query filter A predefined query filter is an element in the universe that allows you to restrict the information returned by specific dimension. click the Edit Query button on the toolbar. Open a Web Intelligence document. 4. Like custom query filters that you define yourself. a predefined query filter allows you to limit the data returned by the query to specific values. identified by a yellow funnel icon. Restricting Data Returned by a Query—Learner’s Guide 49 . Click Run Query on the Query panel toolbar. 2. The Query panel displays. detail or measure objects. From the Data tab. 3. To modify a query with a predefined query filter 1. In the Web Intelligence Rich Client window. After completing this unit you will be able to: • Modify a query by applying a predefined query filter Using a predefined query filter to modify a query In this section you learn to modify a query in the Query panel by adding a predefined filter to the query. Web Intelligence sends the SQL query to the database to retrieve the data you requested. double-click a predefined filter or drag it to the Query Filters pane. and appear in the list of classes and objects in the Web Intelligence Rich Client Query panel .

5. the Query panel closes and the data corresponding to the query filters you selected displays in a block in the Web Intelligence Rich Client window. By default. 50 Web Intelligence Report Design—Learner’s Guide . the data displays in a table block.When the data is returned. Save the document.

Note: An alternate way to add an item to the Select box is to select the item in the list of values and then click the > button. Click Run Query to generate a report based on your query. The query filter appears in outline in the Query Filters pane.Applying a single-value query filter A single-value query filter is used to limit the data returned by an object to one single value. select the item you want to include in the filter and double-click it. select the item you want to remove and then either click the < button or click Delete. After completing this unit you will be able to: • Create a single-value query filter • Edit a single-value query filter • Delete a query filter Creating a single-value query filter When you add a single-value query filter to a query. select the object you want to filter and drag it to the Query Filters pane. The list of values for the selected object is retrieved from the database and displayed in the List of Values dialog box. 2. Use the default operator (In List). you can find data for a certain store name by building a condition on the Store name dimension object. you may decide that you want to include or restrict more values for the object you used to create the query filter. Select Value(s) from List from the list of options. 5. Restricting Data Returned by a Query—Learner’s Guide 51 . Click OK. 3. From the List of Values box. In the Query panel. you limit the data returned by a specific object to one single value. For example. then selecting the name of the store you are interested in by selecting it from the dialog box that appears. To create a single-value query filter using the Filter Editor 1. 4. This is known as the Operand Type drop-down arrow. The new filter appears in the Query Filters pane. Editing a single-value filter Once you have run the query and reviewed the data displayed in the report. and click the arrow next to the bulleted list button to the far right of the filter definition. To remove an item from the Select box.

5. Click Edit Query. Click OK. or click Delete. click the Operand Type drop-down arrow and select Value(s) from List from the list of options. operator and operand. click the Refresh values button in the List of Values dialog box to update the display of available values in the list. To remove an item from the Selected box. 2.You can make changes to the query filter by editing the query in the Query panel. The query filter appears in the Query Filters panel showing the filter's object. To edit a single-value query filter 1. From the list of values. In the Query Filters pane. 52 Web Intelligence Report Design—Learner’s Guide . select the item and click the < button. double-click the item you would like to add to the filter. The List of Values dialog box displays. 3. Optionally. 4.

3. In the Query filters pane.To delete a query filter 1. you can use one of the following methods: • Click and drag the filter to the left-hand object panel. click the filter that you want to delete. Restricting Data Returned by a Query—Learner’s Guide 53 . 2. Click Edit Query to ensure you are in the Query panel. Press the Delete key on your keyboard. Note: Alternatively. to delete a query filter. • Right-click the query filter and select Remove from the drop-down menu.

In Web Intelligence. In the Query panel. you will be able to: • Explain how to use single. you must use one of the following relational operators: • Matches pattern: to find values that match the pattern you specify. For example.and multiple-character wildcards in query filters • Create a query filter using a wildcard About wildcards Wildcards are special characters that denote any single character or any number of characters. you can ask for "all product categories that begin with B. To apply wildcards to query filters 1.Using wildcards in query filters You can use wildcards in query filters to search for partial values rather than the entire value. 54 Web Intelligence Report Design—Learner’s Guide . 2. This pattern specifies that the values retrieved must have B as the first character. Understanding the multiple-character wildcard To look for any product category that begins with the letter B. Click the Operator Type drop-down arrow. • Different from pattern: to find values different than the pattern you specify. Creating a query filter with a wildcard You can use wildcards as placeholders for partial pattern searches. use the pattern S_IRTS." To do this. then Web Intelligence will also be. The % means that the B can be followed by an unspecified number of characters. use the pattern B%. Note: If your underlying database is case sensitive. After completing this unit. drag the object that you want to filter by into the Query Filters pane. use the following wildcards: • _ for any single character • % for any number of characters Understanding the single-character wildcard To look for the product categories of either SHIRTS or SKIRTS. you need to use wildcards as placeholders for partial pattern searches. This pattern specifies that the values retrieved must: • Be six characters long • Have S as the first character and IRTS as the final four The _ means that there can be a single unspecified character between the S and the IRTS. and select Matches pattern from the drop-down menu. When you create the query filter using a wildcard.

3. Run the query to view your results. Run the query. Create a query filter to show data for the store e-Fashion Dallas. You will need to change the filter operator. 4. Replace the filter to display figures only for e-Fashion New York Magnolia and e-Fashion New York Sundance. 6. 3. 2. Restricting Data Returned by a Query—Learner’s Guide 55 . 4. Activity: Restricting data Objective • Apply filters to a query to limit the data returned by objects in a query. Save the document as Activity Filters 1. Quarter and Store name. The report displays data reflecting the wildcard you entered. The top of your final report should appear as shown below. Click the filter definition text box and type the wildcard pattern you want to use. Create a new document with a report showing Sales Revenue by Year. 5. Click Run Query. Instructions 1. The Equal to operator can only return a single value.

Creating a prompted query filter To create a prompted query filter. Prompts can be defined on any dimension. Selecting the Prompt operand opens the Prompt dialog box. such as Jewelry.Using prompts to restrict data A prompt is a query filter that requires the report user to select the data values that the query retrurns at each refresh. Note: You cannot use the operators Is Null and Not Null when creating prompted filters. After completing this unit you will be able to: • Describe how prompted filters allow each user to view different data every time the document is refreshed • Create a prompted query filter • Edit a prompted query filter Prompted filters The prompt dialog box allows you to specify the data to retrieve and display in the report. the users select the product category that interests them at that moment. Prompted filters allow multiple users viewing a single document to specify a different subset of the data and display it in the same tables and charts in the report. which allows you to modify the default query filter settings. You can use a prompted filter to define a question that is displayed whenever the data in the document is refreshed. you can use the prompted query filter to produce a report that shows sales revenue per state and prompts the user to select a product category at each refresh. you use the Prompt operand. 56 Web Intelligence Report Design—Learner’s Guide . This way. you can focus on a specific part of the information available. Users can answer the prompt either by typing or by selecting values. measure or detail object listed in the Data tab in Query view. you do not restrict the data displayed to a single product category. Consquently. For example. Instead. You can design a prompt to allow users to manually enter data or to select data from a list of values.

The user can change the value or refresh using the previously selected value. Select this option to display all the values for the object and allow the user to select from those values. Select this option to prevent users from typing values that do not exist in the database. This text appears each time the document is refreshed.The Prompt dialog box settings are described in this table: Option Description Prompt text Type the text that you want to prompt the user to select a value. Prompt with List of Values Select only from list Keep last values selected Optional prompt Restricting Data Returned by a Query—Learner’s Guide 57 . Select this option to display by default the value selected at the previous refresh. Select this option to allow users to refresh the document without responding to the prompt or by responding only partially to the prompt.

and (3) the same prompt text as the new prompt. 58 Web Intelligence Report Design—Learner’s Guide . • When the document contains multiple data providers. (2) operators of the same operator type. the filter does not apply. the query filter is not applied to the data. Click the button below the arrow buttons to choose the value(s) from the list of values present in the database. • Some important points about prompted query filters: • When the prompt is for a date and you want users to see the popup calendar in order to select the date(s) then do not select Prompt with List of Values. Web Intelligence displays a warning to tell you that the two prompts will be merged. Define the default value(s) using one of the following methods: Set default values • In the Type a value field.Option Description When the user does not respond to the prompt. • When you make a prompt optional. type the value(s). the prompt dialog box displays text to inform report users that when they do not provide a value for the prompt. Use the arrow to move the value(s) to the field on the right. Select this option to define the default value(s) that appear in the prompt. This means that whenever all the data providers are refreshed. a single prompt message will appear for the two prompts. and there is already a prompt that includes (1) objects with the same data type.

2. The query filter appears in outline in the Query Filters pane. Click the icon next to the text box and use the Prompt dialog box that appears to set the prompt properties. 3. Optionally. 5. Click the Operand Type drop-down arrow and select Prompt from the menu. Restricting Data Returned by a Query—Learner’s Guide 59 . From the Data tab. Make sure the Query panel is open. edit the prompt text generated by default in the text box. 4. drag the object on which you want to apply a prompt and drop it onto the Query Filters pane.To create a prompt in a report 1.

Click Run Query. 60 Web Intelligence Report Design—Learner’s Guide .6. The Prompts dialog box opens. Click OK to confirm the prompt. 7.

In the Query Filters pane. 4. The document displays. Optionally. To edit a prompt filter 1. 2. Select the value by which you want to filter the report. Make sure the Query panel is open. and move it to the Selected Values area. Click Run Query. click the Operator drop-down arrow to display the operators. Restricting Data Returned by a Query—Learner’s Guide 61 . Note: Selected Values does not display as a label. reflecting the prompt value you selected. the area at the top of the Prompts dialog box and the field to the right that display the selected values both use the prompt text as a label. to edit the prompt properties. Optionally. type new text in the Prompt text field. Instead. and select the appropriate operator from the list. you lose the operand for the filter.Save the document. in the screen capture above Select a category displays next to the area and field. you may decide that you want to change the prompt to include or restrict more values for the object you used to create the query filter. 10. 3. For example. 5. When you modify the value for the operator. to edit the prompt text. click the Prompt properties button next to the prompt text box. Editing a prompted query filter Once you have run the query and reviewed the data displayed in the report. 9.8. Click the Operand Type drop-down arrow and select Prompt from the menu. You can make changes to the prompted query filter by editing the query in the Query panel.

7. Activity: Adding prompts Objective • Limit the data returned by objects in a query by applying prompts to a filter. Note: The next time it is opened the report will display data concerning the value you selected as the default. the prompt dialog box allows the user to select another value.6. The value you specified is presented by default in the Prompt zone. 8. 9. you must click OK to close the List of Values dialog box and return to the Prompt properties box. Click Run Query to display the new Prompts dialog box. where you can select default values from the list of values. 10.. Note: After selecting default values in the List of Values dialog box. When the user decides to refresh the data. 62 Web Intelligence Report Design—Learner’s Guide . 11.Click Run Query. select or deselect other Prompt Properties as appropriate. Optionally. You can type default values into the Type a Value field and move them into the selected values box by pressing the > button.. or you can click the . click Set default values.Save the document. button to open the List of Values dialog box. Optionally. You can accept the default value or specify another value. to set default prompt values. Click OK.

Add a prompted filter to the query so that you are prompted to select the State each time the query is run or the document is refreshed. Run the query to view your results selecting Florida as the State. 3. Create a new document showing Quantity sold by State. Your final report should look similar to this. Change the prompted filter parameters so that the document : • Does not keep the last value selected shown in the table • Users can select more than one value • The prompt is optional 5. Save the report as Activity Filters 2. 2. Store name.Instructions 1. 6. and Year. Run the query without providing state values. Restricting Data Returned by a Query—Learner’s Guide 63 . Notice that the query retrieves the data for all states. 4.

• To return values that are true for two filters. the relationship between the filters must use either the AND or OR operator. These are known as logical operators. you may need to apply more than one filter. • The OR operator is used when either one or the other of the conditions defined in the filters must be met for a row to be returned from the database when you run a query. use the OR operator. When you specify more than one filter in a query. After completing this unit you will be able to: • • • • Describe logical operators and how you use them in filters Apply more than one filter using the AND operator Apply more than one filter using the OR operator Prioritize filters so that you are sure to retrieve the correct data Using logical operators for multiple conditions To produce a report that focuses more precisely on certain data. First you need to create the query filters and then determine how they should be applied together. • The AND operator is used when both conditions defined in the two filters must be met for a row to be returned from the database when you run a query.Using complex filters To further refine information returned to a document you can apply more than one filter to a query. • To return values that are true for either of two filters. use the AND operator. 64 Web Intelligence Report Design—Learner’s Guide . The result of combining two or more filters can be visually represented using a Venn diagram.

Click OK. with the filter you just defined displayed in the Query Filters pane. all rows represented by Circles A and B will be returned. This area represents the rows that meet the conditions defined by both filters. and click Value(s) from list. The values available for the object are displayed in the List of Values box. Restricting Data Returned by a Query—Learner’s Guide 65 . The following sections demonstrate these points. 7. Select an object you would like to filter the query by. The Filter Editor dialog box closes and the Query panel opens again. 6. 9. 4. The values available for the object are displayed in the List of Values box. if you use the OR logical operator. Select the appropriate operator for the filter. However. On the other hand. Click the Operand Type drop-down arrow. 11. Web Intelligence applies the logical operator that was last used. Under Operand Type. or an OR operator To create a report using the AND operator 1. using the AND logical operator results in only rows represented by Area C being included in a report. Using the AND operator When you add a second filter to a query. As shown in the diagram. You saw this behavior when you added the predefined filter to your query in the last practice activity.Select the appropriate values from the list. click Value(s) from list. 8. 3. Note that the two overlap. Select the appropriate values from the list and move them to the Values Selected zone. Select the appropriate operator from the Operator drop-down list. 5. Web Intelligence automatically places either an AND operator between the two conditions. 2.Click OK. when your query had a second filter that you removed from the query and you add a new second filter. You can switch the operator value between AND and OR by double-clicking it. Create a new query and drag the required objects to the Result Objects pane. 10. Create a second query filter by dragging another object to the Query Filters pane. by default.The two circles each represent the number of database rows that are returned based on the conditions defined by a particular filter. and drag it to the Query Filters pane.

3. To create a report using the OR operator 1. click the operator to change it to AND.Click Run Query.Save the document. Click Run Query. 4. click Edit Query to ensure you are working in the Query panel. Select the appropriate Operands and values for the query filters. From the Operator drop-down list. double-click the operators grouping the query filters to switch the operator values between AND and OR. For this reason. If the OR operator appears because there was previously a second filter separated by the OR operator. From the Data tab.Web Intelligence automatically applies the AND operator the first time you create a second filter. If necessary. select the appropriate operators for each of the query filters. Group the query filters as required. your report returns data if the conditions of either of the query filters are met. 6. click and drag the required objects to the Query Filters pane. your report returns data only if the conditions of both query filters are met. 7. Create a new document or open an existing document to which you want to add a filter and. Note: The query must use at least two query filters to use the OR operator. Using the OR operator When you use the AND operator to group two query filters. 5. you can switch its value between AND and OR. 12. 66 Web Intelligence Report Design—Learner’s Guide . 2. the OR operator returns more data than the AND operator. The report displays according to the query filter grouping you created. When you use the OR operator to group two query filters. 13. By double-clicking an operator.

you need to prioritize the operators. To ensure that the filters retrieve exactly the data you want. Save the document. In the Query Filters pane.000. The query must use several query filters. Restricting Data Returned by a Query—Learner’s Guide 67 . Double-click the operator names to switch them between AND and OR to create the desired priority. To define the priority between complex filters 1.8. you define which filters will be processed first. Create a new document showing Store name and Sales revenue where Margin is less than $1. the grouping of the query filters. Do not use commas in the numerical notation when creating the filter. by positioning the query filter statements and deciding how to group them together. 4. Click Run Query. determines which query filters will be processed first: 3. Instructions 1. which you will need to group and prioritize. Create a query in the Query panel. The report displays according to the filter grouping you created. Activity: Restricting data with multiple filters Objective • Limit the data returned by objects in a query by applying multiple filters to the query. Prioritizing operators You are applying a complex filter when you combine several filters in a single query. In the Query Filters pane. Save the document. Drag a query filter on top of another one to group the filters together. As shown here. 2. The positioning and grouping of the filters depends on the logic of the information you are trying to retrieve. drag and drop the query filters in the order you want them to display in your report.000. represented by the brackets.

Note: You don't have to include Margin in the Result Objects pane. Note: Apply the appropriate operator (AND/OR) for retrieving the data that meets your criteria. Save the report as Activity Filters 3.000.000. Your final report should look similar to this: 3. Edit the query and add a query filter to show store names with sales revenue more than $4. 68 Web Intelligence Report Design—Learner’s Guide . Your final report should look similar to this: 2.

Quiz: Restricting data returned by a query 1. What types of query filters can you apply to a Web Intelligence document? 4. What three components make up a query filter? 3. 2. Which logical operators must be used when applying more than one filter? Restricting Data Returned by a Query—Learner’s Guide 69 . Name some of the advantages of using query filters to restrict data in queries.

you are now able to: • • • • • • Restrict data with query filters Modify a query with a predefined query filter Apply a single-value query filter Use wildcards in query filters Use prompts to restrict data Use complex filters 70 Web Intelligence Report Design—Learner’s Guide .Lesson summary After completing this lesson.

Lesson 4 Designing Web Intelligence Reports Lesson introduction In the previous lesson. In this lesson. you will see how to present the information you have retrieved in reports. you used the Web Intelligence Rich Client Query panel to create new documents by building queries and applying query filters. you will be able to: • • • • • • Work with Web Intelligence documents Display data in tables and charts Create tables Work with tables Present data in free-standing cells Present data in charts Designing Web Intelligence Reports—Learner’s Guide 71 . After completing this lesson.

• The microcube of data returned by the query. It contains all the data that you can display in the report(s) inside the document. cross tab. duplicate and move reports within a Web Intelligence document Components of a Web Intelligence document A Web Intelligence document consists of: • One or more reports One document may contain several reports. toolbars and tabs available in the Web Intelligence Rich Client window for reporting. Reports contain blocks of formatted data as well as text and graphics. delete. This is the interface that allows you to edit and structure the information that is returned by the queries built previously in the Query panel of the Web Intelligence Rich Client application. formatting and navigating through pages • Customize your user settings • Display the Document Properties pane and describe the options • Insert. form. After completing this unit you will be able to: • Describe the components of a Web Intelligence document • Describe the different menu. or other data provider The microcube contains the actual data that was retrieved from your corporate database.Working with Web Intelligence documents This unit introduces you to the Web Intelligence Rich Client window. You specify the layout when you create a report. The microcube is the structure in which the retrieved data is stored in the document. • One or more blocks A block is a table. 72 Web Intelligence Report Design—Learner’s Guide . and you can also change the layout of existing reports. Viewing reports in a document Each report in a document can show different views of the same information. or chart that displays information in the report. organized as tabs along the bottom of the window. or it can show completely different information concerning the same subject.

there are four toolbars available to you. • • • • The Standard toolbar The Reporting toolbar The Formatting toolbar The Page Navigation toolbar For more information regarding how to use each of the buttons on these toolbars. Web Intelligence Rich Client window toolbars As you are viewing and editing reports in Web Intelligence Rich Client. click the View menu to activate the drop-down menu. Designing Web Intelligence Reports—Learner’s Guide 73 . This section describes the different toolbars you can use as you work on organizing and presenting data in your report. To hide or display one or more of the Web Intelligence Rich Client toolbars: • On the Standard toolbar. refer to Appendix A in this Guide. the Web Intelligence Rich Client window allows you to interact with and organize the data returned by queries in two ways: • Using menus and toolbars • Using the Report Manager tabs The Report Manager will be presented in detail in the next unit. • Or. To hide or display the Web Intelligence Rich Client toolbars 1.About the Web Intelligence Rich Client reporting interface As you view a Web Intelligence document. click the Configure Views button.

Customizing your user preferences You can personalize the following settings of the Web Intelligence Rich Client application: • • • • General preferences Document viewing preferences Preferences for interface and formatting locales and how to use them Document drill preferences 74 Web Intelligence Report Design—Learner’s Guide . 3. From the drop-down menu.2. Select the toolbar that you want to hide or display. click Toolbars.

universes. Designing Web Intelligence Reports—Learner’s Guide 75 . you can use the default universe or select another one. When creating a document. click Browse. The welcome wizard lets you select from a list of recently used universes or browse for more data sources to create a new document. then browse to and select a folder. and help files. you choose whether to show the welcome wizard each time Web Intelligence Rich Client is started. You must select a universe from the list when creating a document. • The other choice shows the name of the default universe. To change the default locations. you choose whether to select a default universe for new documents. then browse to and select a universe. you choose the default folders in which to store user documents. or None if no default universe has been selected. click Browse. To choose a default universe. Select default universe In this section. Select default folders In this section. • No default universe means that no universe in the list is preselected when you open the Universe dialog box.Web Intelligence Rich Client general preferences General In the General section. The default universe is preselected in the Universe dialog box when you create a new document.

• Prioritize the format of reports in the Excel document: the Excel document will be formatted to ensure optimum readability. they are installed on the InfoView server. However. then enter the URL here for help to be available. • Prioritize easy data processing in the Excel document: the Excel document will be formatted to ensure efficient data processing. you set the unit of measurement for report display: pixel. inch. 76 Web Intelligence Report Design—Learner’s Guide . Select Microsoft Excel format In this section you choose the format to use when you save a document in Microsoft Excel format. help files are not installed locally. or centimeter. Contact your company's Business Objects administrator to get the URL of the help files on the server.Note: When Web Intelligence Rich Client is downloaded and installed from InfoView. Web Intelligence Rich Client viewing preferences General In this section.

• Grid spacing: This defines the distance between lines on the grid. If you change this setting.Grid In this section you set grid options: • Show grid: When this is selected. you must restart Web Intelligence Rich Client for the change to be taken into account. • Select formatting locale: Select an available locale to determine locale-specific formatting (for example. page elements align to the grid to enable accurate repositioning. • Snap to grid: When this is selected. you set preferences for interface and formatting locales. a grid displays to help align page elements. any documents that are open must be closed and reopened for the new formatting locale to be applied. Web Intelligence Rich Client locale preferences Locale In this section. If you change this setting. • Select interface locale: Select an available locale to set the application interface language. Designing Web Intelligence Reports—Learner’s Guide 77 . A locale is a combination of language and geographical area. date and time formats).

78 Web Intelligence Report Design—Learner’s Guide .When viewing a document In this section. you set how the formatting locale is decided: • Use the document locale to format the data: When this is selected. data is formatted according to the document locale. you choose how to start a new drill session: • Start drill on duplicate report: When you start a new drill session. the current report becomes drillable. The document locale can be saved with the document by means of the permanent regional formatting option that you can select when saving. a duplicate report is opened in the document and you drill on the duplicate. This overrides the document locale. • Start drill on existing report: When you start a new drill session. Web Intelligence Rich Client drill preferences For each new drill session In this section. When you end drill mode. the report displays the drilled values. • Use my formatting locale to format the data: When this is selected. data is formatted according to your formatting locale preference. both the original report and the drilled report remain in the document. When you end drill mode.

Set preferences and click OK. the drill toolbar that is normally displayed at the top of drilled reports is not shown. Designing Web Intelligence Reports—Learner’s Guide 79 . Click Tools ➤ Options. The preferences are now applied. To set user preferences in Web Intelligence Rich Client 1. It is only useful if you want to select filters during your drill session. • Synchronize drill on report blocks: When this is selected. Type your new password in the Enter New Password box. Click one of the tabs: • • • • General: to set general preferences Viewing: to set document viewing preferences Locale: to set preferences for interface and formatting locales and how to use them Drilling: to set document drill preferences 3. the retrieval can take time and you may decide not to drill. The Preferences dialog box opens. drilled values are shown only in the report block selected for the drill. When it is not selected. and can decide whether to go ahead. They are stored in a file in the LocData folder under the BusinessObjects Enterprise 12. Click Tools ➤ Change Password. 4.General drill options • Prompt if drill requires additional data: You are prompted when Web Intelligence needs to retrieve additional data to complete the drill. 1. drilled values are shown in all the report blocks in the report. Your password is changed to the new password. Type your current password in the Enter Old Password box. Type your new password again in the Confirm New Password box. 2. 3. The drill toolbar displays the value on which you drilled. Web Intelligence retrieves the additional data without prompting you. To change your password You can only change your password from Web Intelligence Rich Client if you are in client-server connection mode: you must have launched Web Intelligence Rich Client locally rather than from InfoView. When this option is not selected. • Hide drill toolbar: When this is selected.0 installation folder. 2. If the amount of data is large.

• Templates tab . it is organized in a list of Query and Variable classes. you can manage all the objects and variables in the document. as the standard default view. • Map tab . the Data is organized alphabetically. format the properties of the report and its contents. In the graphic. • The Properties tab positioned below the Data tab. 80 Web Intelligence Report Design—Learner’s Guide . • Properties tab . or the Configure Views button on the Standard toolbar.Working with the Report Manager tabs The Report Manager displays on the left-hand side of the Web Intelligence Rich Client window. The View menu. Using this panel. The Report Manager is made up of four tabs: • Data tab . By default. It's very simple to configure how you want to display the Report Manager in the Web Intelligence Rich Client window. so that you can view both at the same time.Allows you to view at a glance the data available in a document. change the type of blocks in the report. allows you to select different options for showing or hiding the different tabs on the Report Manager. You can choose to display: • The Data tab displayed in front of the other tabs.Allows you to format the report and blocks within the document.Allows you to change the type of blocks in a report by dragging and dropping different templates onto a report block. and navigate through the document.Allows you to view and navigate through the reports and sections in a document.

Open a Web Intelligence document in the Web Intelligence Rich Client window. • Or. the tabs are now presented as buttons that you can click whenever you want to view any of the tabs. Designing Web Intelligence Reports—Learner’s Guide 81 .• The Data tab displayed to the left and Properties tab displayed to the far right of Document zone. the Report Manager collapsed as a vertical toolbar. In this configuration. To view and navigate with the Report Manager 1.

you can: 82 Web Intelligence Report Design—Learner’s Guide . plus all the objects (and variables. The Template tab opens. you can see all the table template styles available to you. In the image below. available in this document. Click the Templates tab. To modify the display of the Report Manager tabs. The Report Elements folder displays the templates available for use. 2. This tab displays the title of the document.By default. To configure Report Manager views 1. if any). the Data tab displays on the left-hand side of the Web Intelligence Rich Client window.

• On the Standard toolbar. click one of the display icons on the vertical toolbar that appears. 3. click the Configure Views button. Displaying the document properties In the Web Intelligence Rich Client window. you can display and modify properties that are assigned by default to the Web Intelligence document. • Or. From the Configure Views drop-down menu. Designing Web Intelligence Reports—Learner’s Guide 83 . click the View menu to activate the drop-down menu. select the Reset to default option to return to the standard view of the Edit Report panel. Select any one of the display options from the Configure View drop-down menu. If you selected the Collapsed Data/Properties view. 2. The Report Manager tab that you selected appears as usual in the Report Manager space.

such as who created the document. Document Properties section Description Displays details about the document. and last modified. decimal numbers appear according to French formatting rules with a comma as the decimal separator (3.20. and a description. 84 Web Intelligence Report Design—Learner’s Guide . keywords that were defined to identify the document. date display. Locale Document Information Displays the document’s international formatting locale. Refresh on open Document Options This option tells Web Intelligence to refresh a document automatically each time a user opens it.05). for example. if the document formatting locale is French (France). when the document was created.The document properties options are described in the following table. number display and sort order. The locale affects the behavior of.51. For example.

To see the most recent data available in the database. Report Order Sets the order of the report tabs in the document. then select Document Properties from the drop-down menu. users can refresh the document manually when they open it. Or you can choose to select this option to ensure that the data is updated automatically each time the document is opened. Permanent regional formatting Select this option to base document formatting on the document's locale. Auto-merge dimensions Tells Web Intelligence to synchronize data providers by merging dimensions automatically under certain conditions. and which was stored in the document when it was saved. To view the document properties. Data Synchronization Options To view document properties 1. you can either: • From the File menu. • Right-click a report tab at the bottom of the document pane. Designing Web Intelligence Reports—Learner’s Guide 85 . • Right-click anywhere in the report zone or the header zone in the document. You can select this option here or in the Save a document dialog box when you save the document. select Properties. Enhanced viewing This option optimizes the document appearance for on-screen viewing.Document Properties section Description By default. Extend merged dimension values Tells Web Intelligence to extend dimension values in reports with synchronized data providers. then select Document Properties from the drop-down menu. Use query drill Tells Web Intelligence to drill in query drill mode. instead of in the standard drill mode. this option is not selected so that users will always see the original data that was retrieved when the document was last refreshed. The document maintains the formatting for its locale even when a viewer defines a different locale.

In the text field. Click the Expand or collapse the content arrows beside any of the headers to collapse that section of the Document Properties pane. 2. Tip: Press Enter to ensure the report tab retains the new name. A new empty report tab. Collapsing one section will allow the other sections to appear in the pane so that you don’t have to scroll down to view them. you can either use the vertical scroll bar. right-click a report tab at the bottom of the document pane and select Insert Report.The Document Properties pane appears on the right side of the Web Intelligence Rich Client window. 3. you lose the new name. The report tab displays the new name for the report. you can add new reports to a document. Close the Document Properties pane by clicking the X in the upper right-hand corner of the pane. type the name you want to give the report and press the Enter key. 86 Web Intelligence Report Design—Learner’s Guide . To add a report to a document 1. Managing reports In the Web Intelligence Rich Client window. Otherwise. In the Web Intelligence Rich Client window. 3. 2. The text field on the Report 2 tab is selected. called Report 2 is inserted into the document and displays at the bottom of the document pane. Note: To view all the properties displayed in this pane. Right-click the Report 2 tab and select Rename Report. and duplicate or delete reports as you like. or you can click one of the properties headers in order to collapse that section.

and form. The body displays the values of a measure that correspond to the cross-section of the dimensions. the header cells display the names of the dimensions. This table format is useful for reports with several measures. horizontal or financial tables. Horizontal tables or financial tables A horizontal or financial table is similar to a vertical table except that the data runs horizontally rather than vertically. Cross tabs display values for dimensions across the top axis and on the left axis. By default. Vertical tables display header cells at the top of the table and the corresponding data in columns. cross tab. and measures included in the table. The body cells display the corresponding values. Designing Web Intelligence Reports—Learner’s Guide 87 . details. Cross tabs A cross tab looks similar to a spreadsheet and displays data in a matrix with row and column headings describing the content of each cell. By default. After completing this unit you will be able to: • Describe the table types available in Web Intelligence About tables Vertical tables The vertical presentation style is the default style for presenting data. details. The body cells display the corresponding values.Displaying data in tables and charts The simplest style for displaying data is tables. such as financial reports and balance sheets. Web Intelligence provides four different types of tables: vertical. the row headers display the names of the dimensions. Cross tabs are most commonly used to show the cross-section of three axes of information. and measures included in the table.

product. or partner. Forms are also useful for formatting address labels for envelopes. 88 Web Intelligence Report Design—Learner’s Guide .Forms Forms are useful in a report if you want to display detailed information per customer. a form is a useful way of displaying individual customer records with information such as the customer account. name. For example. and address.

After completing this unit you will be able to: • • • • • Explain how to create tables Create a vertical table Create a horizontal table Create a cross tab table Create a form table Viewing tables in different display modes When you first create a new document by building and running a query. You insert tables by dragging one of the following elements onto a blank area of the report: • The objects (from the Data tab) for which you want the table to display values . vertical tables. You can increase these values.this is a fast way to build more complex tables with precision. the data retrieved is generally displayed in a vertical table.Creating tables This unit presents the different table formats you can use to display data. all documents display in the Quick Display mode. In the Web Intelligence Rich Client window. You can insert one or more tables into a blank report or even add them to an existing report.this is a fast way to build simple. you can make modifications to documents and preview those changes in View Structure. • Table template (from the Templates tab) that defines the structure of the table. to which you then allocate objects . Designing Web Intelligence Reports—Learner’s Guide 89 . By default. View Results and View Page modes. sorts and calculations. as required. This display mode makes large documents with many rows and columns of data easier to handle because you can limit the number of rows and columns per page in your document Quick display mode displays 100 rows and 20 columns per page. View Structure mode displays the structure of the report and definition of data filters.

View Page mode displays the results retrieved in a page layout with margins. 90 Web Intelligence Report Design—Learner’s Guide .View Results mode displays the results retrieved from the data source and how the report will print. headers and footers.

To create a default vertical table 1. Designing Web Intelligence Reports—Learner’s Guide 91 . Your results display in a vertical table. Create a new query. In an existing document. 3. 2.Inserting tables in a report The default view of new reports is a vertical table so you have already created vertical tables. this scenario walks you through creating one more vertical table. click View Structure. Click Run Query. As a refresher. To create a table by selecting a template 1. Save the document.

You can add any of these objects or variables to the table. 2. The template appears on the report. 4. 3. Click the Templates tab. click the Configure View button on the Web Intelligence Rich Client toolbar and select Reset to default from the drop-down menu. The objects and variables that the document contains appear here. Drag a template from the Templates tab onto a blank area of the report. When the tooltip “Drop here to replace cell” appears. Click the Data tab. 92 Web Intelligence Report Design—Learner’s Guide . 5. You then apply all your modifications and display the results in the new table. 6. If the Templates tab is hidden. Drag an object or variable onto an empty header or body cell of the table.Working in Structure View allows you to define and preview the new table without requesting the server to apply each of your modifications. drop the object onto the table. by returning to Results View.

click View Results to display the values in the new table.The empty cell is replaced by the object. the name of the object displays on the table. If you are working in Structure View. Once you have allocated objects to each part of the table template. you create a new row above the existing row. you create a new row below the existing row. drag an object from the Data tab and drop it onto the template. To add another object and create an additional table column or row. • If you drop the object onto the left of a column. you create a new column before the existing column. 8.Save the document. If you are working in Structure View. • If you drop the object onto the bottom edge of a row. Designing Web Intelligence Reports—Learner’s Guide 93 . If you are working in Results View. the values of the objects display on the table. 9. 10. • If you drop the object onto the top edge of a row. • If you drop the object onto the right of a column. To add more objects to the template. you create a new column after the existing column. 7. Each additional object inserts more columns or rows onto the table. you can add more objects to increase the size of the table. drag an object from the Data tab and drop it onto a row or column.

You must drop the template directly onto the existing report block. To change a table format 1. Select the report tab that contains the table you want to modify. Adding data to an existing table You can add data to your tables simply by dragging objects from the Data tab. 2. To add data to an existing table 1. drag the object onto the left edge of a column header. and drop the object where you want to add it: • To add the object into a new column to the left of an existing column. you will be able to: • • • • Change a vertical table into a cross tab Add data into an existing table Duplicate an existing table Delete tables. If the Templates tab is hidden. Drag the object you want to add to the table from the Data tab. you can switch from one table format to another. rows or columns Changing table formats With Web Intelligence. when you feel that a certain table style is more appropriate for the information displayed in the report.Working with tables This section describes how to modify the display of information in tables. click the Show/Hide Manager button on the Report toolbar. you may need to add the data object in the Query panel to the Results Object pane before adding the object to an existing table. The Templates appear. 3. Web Intelligence applies the new template to the table values. • To add the object into a new column to the right of an existing column. After completing this section. Note: If the data object was not part of your original query and not retrieved from the database. 94 Web Intelligence Report Design—Learner’s Guide . Click the Templates tab. drag the object onto the right edge of a column header. Drag a template from the Template tab onto a table.

2. 3. A copy of the table appears where you chose to place it. click Ctrl + V. and drag the duplicate table to an empty area in the Document zone. click Copy. click Paste. Place your cursor where you want the duplicate table to appear. A blue border appears on the table showing that the entire block has been selected. perhaps as a chart with formatting to highlight certain information. Right-click and select Copy. drag the object onto the bottom edge of a row header. • To add the object into a new row after an existing row. Place your cursor where you want the duplicate table to appear. On your keyboard. Click on the gray border around the table. On your keyboard. click the gray border of the table. A gray border appears around the table.• To add the object into a new row before an existing row. Copy and paste the table in one of the following ways: Ways to duplicate a table Hold down the Ctrl key. drag the object onto the top edge of a row header. The name of the object appears in the new column or row header. From the Edit menu. Duplicating tables You can use the copy-and-paste method that you prefer to easily copy a table and paste it as another block in the report. Place your cursor where you want the duplicate table to appear. Release your mouse. and the values appear in the new body cells. click Ctrl + C. Position your cursor by the edge of the table you want to duplicate. This is useful in order to show the same data. To duplicate a table 1. Designing Web Intelligence Reports—Learner’s Guide 95 . but in another format. Right-click and select Paste. From the Edit menu.

Remove Column or Remove Table from the shortcut menu. rows. Deleting tables. rows. The Row. Save the document. or columns Deleting tables. or row you want to remove and select Remove >Remove Row. Column.4. Right-click the table. 96 Web Intelligence Report Design—Learner’s Guide . To delete table rows and columns 1. or Table is deleted. or columns can easily be accomplished using a shortcut menu. column.

such as: • Text comments: Type messages or questions.Presenting data in free-standing cells Free-standing cells are single cells that stand alone in a report. • Images: Display logos. To insert a free-standing cell 1. there are several different types of free-standing cells available in the Free-Standing Cells folder. • Page numbers: Display the page number of each report page. or add titles. • Last refresh date: Display the date when the document results were refreshed with the most recent data from the database. click the Templates tab. or photographs. In the Report Manager. • DrillFilter function: Display the names of the objects by which the data on a drilled report is filtered. 2. You can use free-standing cells to display information that adds meaning to your report. • Formulas or calculations: Add custom formulas or calculations. 3. icons. After completing this unit you will be able to: • • • • Insert a blank cell in a report Display the date that the document was last refreshed Display text in a blank cell Format and align the new cells in the report Inserting a free-standing cell On the Templates tab. the templates include: • Blank Cell • Drill Filters • Last Refresh Date • Document name • Query Summary • Prompt Summary • Report Filter Summary In the Page Number Cells template folder. In the Formula and Text Cells template folder. If necessary. Click + to expand the Formula and Text Cells or the Page Number Cells template folder. click + to expand the Free-Standing Cells template folder. the templates include: • Page Number • Page Number/Total Pages • Total Number of Pages Designing Web Intelligence Reports—Learner’s Guide 97 .

Save the document. To change the default number format 1.4. 98 Web Intelligence Report Design—Learner’s Guide . and drop it in the appropriate area in the Document zone. In the Document zone. 2. Click the Expand button that appears to the far right of the Number format zone. 5. 3. showing the default properties of the selected cell. select the free-standing cell template you want to use. select the cell for which you would like to change the default number format. The Properties tab displays. Click the Properties tab of the Report Manager. The Number Format dialog box displays. From the Templates tab. The cell is inserted in the Document zone.

Designing Web Intelligence Reports—Learner’s Guide 99 . Select the appropriate format in the Properties zone. Save the document. Click OK. 5.4. To insert text to label the new cell 1. The cell format is updated in the report. In the Web Intelligence Rich Client window. 6. click the Templates tab of the Report Manager.

6. 3. Save the document. Type the appropriate label text in the Text text box and press the Return key. If necessary. Drag the Blank Cell template into the Document zone. 5. Click the Properties tab of the Report Manager. 8. 4. click the Text text box. The text appears in the cell you just created. An empty cell is inserted in the Document zone.2. Click this new cell to select it in the Document zone. 100 Web Intelligence Report Design—Learner’s Guide . In the General zone. The Properties tab displays. click + to expand the Formula and Text Cells template folder. 7. showing the default properties of the new cell that is selected in the Document zone.

7. Both cells are now selected and highlighted. Click the Configure Views drop-down arrow on the Standard toolbar. make the desired changes to the text formatting. Using the Formatting toolbar.To modify the default text style in two cells at the same time 1. press CTRL and then click the second cell. click the first cell. and the Properties tab displays the new text properties. 4. In the Document zone. Select Toolbars. select the two cells you would like to modify. 3. 5. Click the Properties tab of the Report Manager. Save the document. 2. Note: You can also select multiple cells by using the “lasso” technique. Designing Web Intelligence Reports—Learner’s Guide 101 . Press the mouse button down anywhere in the white space in the Document zone and drag the cursor to encircle the cells you want to highlight. The Properties tab now shows the default text style for the selected cells. 6. The text in the selected cells changes to match the formatting settings. To select both cells at once. Click Formatting to display the Formatting toolbar.

The 3D Bar chart allows you to display data along three axes. you can compare three State's performance for each Year and also yearly performance for each State. area. There are five types of bar charts: Grouped. In this 3D chart.Presenting data in charts Web Intelligence offers standard chart formats to graphically display your business information. After completing this unit you will be able to: • Describe the chart types available in Web Intelligence • Create a chart • Create a chart from a table Bar charts Bar charts display data in bar form. either vertically or horizontally. Bar and Line. line. for example one time period to another. pie and radar. Bar charts are useful if you want to compare similar groups of data. Stacked. and 3D. Percent. In the report below. You can select one of five basic chart types in Web Intelligence: bar. a Vertical Grouped Bar chart has been used to illustrate changes over time and also to help make comparisons between States. 102 Web Intelligence Report Design—Learner’s Guide .

which chart is easier to read? Line charts connect specific data values with lines. Designing Web Intelligence Reports—Learner’s Guide 103 . In cases like that.Line charts Line charts are good for showing trends in data at equal intervals. either horizontally or vertically. Stacked. There are eight types of area charts: Vertical Absolute. and 3D Surface. In the examples below. Vertical Stacked. There are five types of line charts: Mixed. 3D Line. Area charts Area charts are line charts in which the area between the lines and axis are filled in. Horizontal Absolute. You may not want to use an area chart if you have a sharp contrast between specific data points. Horizontal Percent. either horizontally or vertically and then fill the gaps between. Area charts are useful if you want to emphasize the size of the total data in a report. and 3D Surface. as opposed to the changes in the data. Area charts connect specific data values with lines. it is recommended you use a line chart instead. Vertical Percent. 3D Area. Line charts are useful if you want to show trends or changes in data over time. Horizontal Stacked. Percent.

except that the data points are plotted without a line connecting them.Pie charts Pie charts display data as segments of a whole. For example. Radar charts In radar charts. and 3D Doughnut. If you have several measures in your report. on another you could display revenue for the restaurant. you should choose another chart type. you could use a Radar chart to display revenue data for different services within a hotel. the X. Scatter charts are useful if you want to make a comparison between specific data points. Pie charts are useful if you want to show how each part of your report data contributes to the total. Polar. You can only include one measure object in a pie chart. Stacked Area Radar. There are four types of pie charts: Pie. 3D Pie.and Y-axis connect at the chart's center. Radar charts are useful if you want to look at several different factors related to one item. you could display revenue for the rooms. 104 Web Intelligence Report Design—Learner’s Guide . On one axis. Scatter charts are similar to line graphs. and so on. Doughnut. and Scatter. The radar line chart below positions the overall quantities sold per year. There are four types of radar charts: Radar Line. in a graphical radar image.

This is because Results View is designed to display the data contained in reports. Select the chart template and drag it onto an empty area of the report. you can only view charts in Results View after you have allocated dimensions and measures to the empty chart template. Therefore. Click the Templates tab. Click the Data tab. Designing Web Intelligence Reports—Learner’s Guide 105 . then dragging objects from the Data tab to fill the new chart with data values. It is recommended you work in Structure View when you insert a new chart from the Templates tab. 3. • You can create a blank chart by dragging a chart type from the Templates tab. 4. • You can drag a chart type from the Templates tab and position it over an existing table to convert it to a chart. The empty template appears on the report. To create a chart 1.Creating a chart You can create charts in one of three ways: • You can select an existing table or cross tab and convert it to a chart using the right-click menu. 2. Click View Structure on the Reporting toolbar.

5. To allocate more dimension and measure objects to each chart axis. Click the Templates tab. To create a chart from a table 1. click the View Results button on the Report toolbar. 6. repeat the previous two steps. Save the document. The chart displays the results corresponding to the objects you allocated to the chart axes. Creating a chart from a table This section explains how to change the tables to different charts using the Templates tab. Drag and drop the required dimension or measure objects onto the axis when the "Place dimension objects here" or the "Place measure objects here" tooltip appears. 106 Web Intelligence Report Design—Learner’s Guide . To display the results in the chart. 7. 8.

To move the dimensions or measures to different axes. Drag a template onto the chart or table you want to modify. this dialog box shows the type of the block you are currently working in. Then. In the Document zone. click the Tables tab. A drop-down menu displays. From the Turn To dialog box. By default. click the View Structure button on the Reporting toolbar and drag the objects you want to move onto the Data tab. To change a chart into a table 1. drag and drop the objects you want to display on the chart from the Data tab onto each chart axis. Designing Web Intelligence Reports—Learner’s Guide 107 . Save the document. which allows you to choose which table or chart you would like to convert this chart to. The tables you can choose from appear in the Tables tab. you create a separate chart. 4. The Turn To dialog box opens. If you drop the template outside the existing report block.2. You must drop the template directly on the existing report block. right-click the chart you want to turn change into a table. 3. Select Turn To. 2. 3.

5. Filter to see only results for Q1. Activity: Designing Web Intelligence Reports Objective • Improve the presentation of a report to make information easier to understand. and Quantity sold. The chart displays in the selected format. 2. Select the appropriate type of table from the list. Create a new document using the eFashion universe showing Year. Click OK. 108 Web Intelligence Report Design—Learner’s Guide . 3. Duplicate the table and paste the copy to the right of the existing table. Instructions 1.4. Change the presentation of the second block to a Vertical Group Bar chart. Quarter.

Bar folder. over your chart. from the Templates tab. Charts folder. click the Properties tab.Your results should look like: 4. Select the chart. To try a different presentation. and check Yes next to the Legend zone in the Appearance area. Your results should look like: Designing Web Intelligence Reports—Learner’s Guide 109 . drag and drop the Horizontal Stacked template. Your results should look like: 5.

drag the Radar Line template into an empty spot on your report. 8. 110 Web Intelligence Report Design—Learner’s Guide .6. Note: Be careful not to position this object on the optional placeholder. From the Template tab.Save the document as Activity Tables & Charts. Drag the Quantity sold object to the Place measure objects here placeholder. and click OK.Refresh the report data. right-click the chart and select Turn to. in the lower portion of the chart. Your results should look like: 7. 10. Your results should look like: 11. To turn the chart back into a table. Click the Data tab of the Report Manager and drag the Year object over to Place dimension objects here placeholder. 9. Select the Tables tab and then select the Horizontal table tab. at the bottom of the chart.

Quiz: Designing Web Intelligence reports 1. 5. Where are templates located in the Web Intelligence Rich Client window? Designing Web Intelligence Reports—Learner’s Guide 111 . 4. List the types of tables available in Web Intelligence. How can you verify which toolbars are displayed in the Web Intelligence Rich Client main window? 3. What are the three components that make up a Web Intelligence document? 2. List the types of charts available in Web Intelligence.

you are now able to: • • • • • • Work with Web Intelligence documents Display data in tables and charts Create tables Work with tables Present data in free-standing cells Present data in charts 112 Web Intelligence Report Design—Learner’s Guide .Lesson summary After completing this lesson.

calculations Use sorts Format breaks and cross tabs Use report filters Rank data to see top or bottom values Track data changes Use alerters to highlight information Organize a report into sections Copy data to other applications Enhancing the Presentation of Data in Reports—Learner’s Guide 113 . several tools are available to help you structure and enhance your reports so that your reports show exactly the information you need in the clearest way possible.Lesson 5 Enhancing the Presentation of Data in Reports Lesson introduction As you edit the reports in a Web Intelligence document. you will be able to: • • • • • • • • • Use breaks. After completing this lesson.

This unit describes how you. as report designers who create complex reports for yourselves and others. When you apply a break.Using breaks and calculations In this lesson you learn to organize data in a table by applying breaks and calculations. you can see that a long table can be tedious to read and understand. In the example. You apply breaks on the data and values that you select. Web Intelligence separates all the data for each unique value of the selected variable. can change the query definition as you finalize your report. 114 Web Intelligence Report Design—Learner’s Guide . the data becomes much clearer and simpler to read. which allows you to easily insert subtotals for the group of data. Web Intelligence offers extensive reporting features in a single interface to adapt your report as required. It inserts a blank row or column after each value. such as sums and counts About breaks Breaks allow you to structure the data in a table into groups and make the data easier to view and interpret. After completing this unit you will be able to: • Apply breaks to structure long tables of data into smaller groups • Apply calculations. Each group in the table displays quarter Sales revenue for a unique State and a single Year. one on State and one on Year. When you apply two breaks to the table.

To organize a report with breaks 1. If the values are alphabetical characters. the highest in the last row. Enhancing the Presentation of Data in Reports—Learner’s Guide 115 . Using breaks has two main advantages: • You can more efficiently organize how your data is represented. you can easily insert sum totals for revenue over the Year. Click Insert/Remove Break on the Reporting toolbar. the lowest value appears in the first row of the table. If the values are numeric. When you insert a break on a dimension. Click a table cell in the column or row where you want to insert a break. the values for the dimension are automatically sorted in ascending order. • You can display subtotals. then the values are sorted in alphabetical order from top to bottom.In the extra row that appears in the table after each group. 2.

Web Intelligence inserts a footer at the end of each break. click the down arrow next to the Sum icon and select the calculation from the drop-down list. You can also calculate the total count. Save the document. You can insert multiple breaks by repeating the same process on another row or column. 3. the results of the percentage are displayed in an additional column or row of the table. This symbol changes depending on the default or the last calculation selected for insertion. To delete breaks 1. click the Insert/Remove Break button. To organize a report with calculations 1. averages and percentages. From the Report toolbar. Click a table cell that contains data. The Insert Calculation button displays a mathematical symbol for the currently-selected calculation. These calculations are available from the drop-down list of calculations on the Web Intelligence Rich Client window toolbar. 2. 2.Web Intelligence divides the table up into as many mini tables as there are unique values for the selected cell. To insert other calculations. Click a cell in the column or row where you want to remove a break. You can calculate sums. About calculations Web Intelligence provides standard calculation functions to help you make quick calculations on the data in your reports. 116 Web Intelligence Report Design—Learner’s Guide . Click the arrow at the right of the Insert Calculation button and select the calculation you want to insert. and the minimum and maximum values for a variable. If you insert a percentage calculation. The break is removed from the report. 3.

The aggregated value appears in the new row cell. • If you are in Result View this is the calculated value. • If you are in Structure View. this is the cell that contains the aggregate formula. 2. Right-click the table or cross tab that contains the calculation. Enhancing the Presentation of Data in Reports—Learner’s Guide 117 . Depending on the table type. To delete a calculation 1. select Remove Row or Remove Column from the shortcut menu.A new row is added at the bottom of the table.

After completing this unit. You define your own sort order. Colorado. 300 or California. 200. For example: 100. An ascending or descending sort impacts only the table on which you apply the sort and is independent of sort on other tables in the same report. results are arranged in descending order: the highest value at the top of the column moving to the smallest value at the bottom. you will be able to: • Explain the different sort orders available in Web Intelligence • Apply sorts to display data in order of the most important information • Create custom sorts About sort orders Sorts in Web Intelligence allow you to apply the following orders: Sort order Description Default This is sometimes referred to as the "natural" order. When selected. or details displayed in a table. California. 200. For example: 300. the results are sorted as follows: • ascending numeric order for numeric data • ascending chronological order for date • ascending alphabetical order for alphanumeric data Ascending When selected. 118 Web Intelligence Report Design—Learner’s Guide . measures.Using sorts You can apply sorts to the results displayed in tables. results are arranged in ascending order: the smallest value at the top of the column moving to the highest value at the bottom. Sorting dimensions and details helps you organize results chronologically. Descending Custom Ascending and descending sorts are applied to columns or rows. Florida. Depending on the type of data in the column or row. This unit describes the different types of sorts available in Web Intelligence and how to create them. You can apply sorts to any dimensions. 100 or Florida. Colorado. while sorting measures helps you see highest or lowest results at a glance. to organize the order in which results are displayed in a column or row.

you can apply the default sort order descending on the sales revenue. you can add a 13th month for adjustment purposes to your document even when the value does not exist in the database. Note: The order of the non-measure objects in a table initially controls the way the data is sorted or grouped in the report.Sort order Description However. Before the new store name exists in the database. you can anticipate the addition of new store to the database. As a result. to your document and include the value in your custom sort.ascending or descending. applying a custom sort sorts the data in the data provider. In fact. You can also add a temporary value. For example. Alternatively. Sales revenue). you can add the value as a temporary value and take the new value into account for the design of your documents. you apply Custom sorts to an object. The Sort feature allows you to format data in ascending or descending order. In the example below. the table on the left has the default sorts applied (State. a value that does not exist in the database. all tables in the document that use the object inherit the custom sort. within Year. Web Intelligence automatically sorts the values for the dimension in ascending order. For example. the lowest value appears in the first Enhancing the Presentation of Data in Reports—Learner’s Guide 119 . A default sort uses one of the predefined sort orders described in the table above -. Year. to display the eFashion month names in chronological order. to sort your sales revenue data so that the state with the highest sales revenue for each year appears first in the group. not just in the table. For example. The table on the right has been resorted to show the data sorted by Year and then. Custom sorts allow you to define your own order for the data displayed in a report. you can apply a custom sort. For numeric values. How is data sorted when you apply a break? When you insert a break on a dimension. by Sales revenue in descending order. The two tables present the data in very different ways.

click a cell in the row or column on which you want to apply a custom sort. you need to click the arrow next to the Sort icon. In the Document zone. For alphabetical characters. To create a custom sort 1. 2. Note: You cannot apply a custom sort on a measure object. 120 Web Intelligence Report Design—Learner’s Guide . 3. To create a default sort 1. The row or column is sorted in the order you specified. 2.row of the table. click a cell in the row or column on which you want to apply a sort. Select the appropriate sort order. Note: Clicking the Apply/Remove Sort button applies a default sort to the column or row selected. You can change this sort order at any time. In the Document zone. To sort in descending order. Apply the custom sort using one of the two following methods: • Right-click the selected cell and select Sort from the drop-down menu. By default the results are sorted in ascending order. Click the drop-down arrow beside the Apply/Remove Sort button. right-click a detail row in the row or column on which you have applied the sort and click Sort ➤ None . the values appear in alphabetical order from top to bottom. Deleting a default sort To delete a default sort. the highest in the last row.

The Custom Sort dialog box appears. Use the Up and Down arrow buttons to sort the values in the order of your choice. from the drop-down menu that appears. 5.. 4. Select Custom sort. Enhancing the Presentation of Data in Reports—Learner’s Guide 121 .• Or. 3.. click the drop-down arrow next to the Apply/Remove Sort button on the Reporting toolbar. in the Temporary values field. type the name of the value and click the > button to add the value to the sorted values. Select the new value and use the Up and Down arrow buttons to place the temporary value in the correct order within the sort. Optionally.

6. 122 Web Intelligence Report Design—Learner’s Guide . Click OK to create the custom sort and close the dialog box. The table now appears with the data sorted in the order you selected.

when you look at the following tables: • Break header: There is a break on both Year and Quarter. but there are only headers for each new quarter. When you know how to control the display of headers and footers you can use them to present you data clearly. these basic formats do not always satisfy all the requirements of your working environment. When you apply a break to a table. • Break footer: There is a new footer for each new year. For example. as you can see in the second table. as well as each new quarter. the revenue figures are calculated on both the quarterly and yearly levels and then placed into the appropriate footer. horizontal. When you place a sum on the Sales revenue column. Enhancing the Presentation of Data in Reports—Learner’s Guide 123 .Formatting breaks and cross tabs Although Web Intelligence allows you to produce reports in several different table formats (vertical. you will be able to: • Manipulate break headers and footers to change the display of the data • Prioritize multiple breaks in a table • Format cross tab headers Controlling break headers and footers Frequently report designers use breaks to structure table data into smaller groups for the purposes of creating subtotals. you also create a header. This unit explains several different formatting techniques using breaks to display the results of queries in table formats slightly different from the defaults. These techniques are particularly valuable when you combine them with calculations and sorts to present your data clearly and comprehensibly to report users. After completing this unit. each time you place a break on a table. cross tab and form). However. the break footer appears as an additional row at the bottom of the table and serves to display the subtotal data clearly.

The next table shows how the sums display in the break footers for quarter and year. 124 Web Intelligence Report Design—Learner’s Guide .

To view default break settings 1. as shown in the previous table. You can view the default break settings in the Properties tab. Formatting multiple break headers and footers There are several ways to modify multiple breaks in tables. In the following table. Enhancing the Presentation of Data in Reports—Learner’s Guide 125 . 2. Right-click a cell in the column or row on which you have defined a break. displaying a property group called Breaks which contains the break properties. the default display options apply to the data. The Properties tab appears. Select Edit Format on the drop-down menu and Edit Format Cell.When you first insert a break on data. the values for both Year and Quarter display as centered over the break with the Center value across break formatting option.

When you apply a calculation to the data. You can edit the settings in the Properties tab to format the display of breaks and sorts. you can set options for the: • Display properties or how the results display on the break. the result displays in the footer.The table header in this table only appears for each Year. Adds a footer after the last row for a table or the last column for a cross tab when you insert a break. In the Properties tab. not the quarterly totals because the report designer selected the break footer for Year and did not select the break footer for Quarter. Property Show break header Description Displays a header for each part of the table. not for each Quarter because the report designer selected the break header for Year and did not select the break header for Quarter. Show break footer 126 Web Intelligence Report Design—Learner’s Guide . The sum on Sales Revenue displays the yearly revenue totals. The following table describes how each option displays. cross tab. • Page layout properties or how the breaks display on the report page. or form when you insert a break.

2. this property merges empty cells and centers the value name over the merged cells. Avoid page breaks in blocks Repeat header To center the value across the break 1. Start on a new page Starts on a new page each time a break occurs in the table. To remove break headers and footers 1. displaying a property group called Breaks which contains the break properties. This option does not apply to blocks larger than one page. select Yes. cross tab. Where possible. When you place the calculations first and apply a break on an object. About formatting breaks Respect the following guidelines when using breaks: • Place all needed breaks onto the table before placing any calculations. or form. For the option Show break footer. The Properties tab appears. The Properties tab appears. Select the column on which you have defined a break and select Edit Format on the menu. 3. Each value shows only once. displaying a property group called Breaks which contains the break properties. Web Intelligence does not recognize the Enhancing the Presentation of Data in Reports—Learner’s Guide 127 . Right-click a cell in the column or row on which you have defined a break and select Edit Format on the menu. clear the check box. 2.Property Remove duplicates Description Removes all duplicate values from the data in a table or cross tab when you insert a break. Repeats the header at the top of the table on every new page when a table displays on more than one page. Center values across break Active when you select Remove Duplicates . next to the Center values across break option. keeps each break section on the same page. For the option Show break header. On the Properties tab in the Breaks property group. clear the check box.

The Breaks dialog box opens from the Break priority option in the Table properties. for example a Sum or a Count. The default action for these calculations is to calculate on all break levels present. to create subtotals). regardless of how they have been formatted. your table appears like this: 128 Web Intelligence Report Design—Learner’s Guide . When you give the Year break priority. Prioritizing multiple breaks When you have multiple breaks in a document. • If you place an automatic calculation.need for recalculation at the new break level (that is. you lose all formatting done on the break footers. on a table after you format the breaks. you can change the default order so that one break is displayed as a higher priority than the other. You use the Breaks dialog box to do this. Place the breaks first to ensure that the calculations are correct.

When you change the priority from the Year break to the Quarter break. your table appears like this: Enhancing the Presentation of Data in Reports—Learner’s Guide 129 .The data for all four Quarters of the first year in the three year period appears at the top of the table. The sum is calculated at the year level. followed by the values for all Quarters in the next year.

These are called Horizontal breaks. • For a horizontal table all the breaks apply to rows. Select the break whose priority you want to change and click the Up/Down buttons to promote/demote the break in the list of breaks.. all the breaks apply to columns. The sum is calculated at the quarter level. To set the priority of multiple breaks in a table 1. The Properties tab shows the properties relevant to a table. 3. Click the . Right-click the table that contains multiple breaks and select Edit Format. • For a cross tab.The data for all first quarters during the three year period appears at the top of the table. breaks can apply to rows or to columns. according to the priority you choose for the Horizontal breaks and for the Vertical breaks. • For a vertical table. 130 Web Intelligence Report Design—Learner’s Guide . and a total of all first quarter revenue is displayed as well. followed by all Q2 values.. (ellipsis) button next to the Breaks > Break priority property to display the Breaks dialog box. 4. Click Vertical breaks or Horizontal breaks to display the type of break you want to prioritize. 2. These are called Vertical breaks.

Select the cross tab table. press the CTRL key and click the extra headings. 2. Build a query filter to display values only for the Lines: Outerwear and Overcoats. Create a query using the eFashion universe showing Lines. Sold at (unit price). Category. SKU desc. Right-click and select Edit Format from the menu. Apply a break on the Lines and Category columns. 4. The measure object names appear as column headers in the cross tab. Enhancing the Presentation of Data in Reports—Learner’s Guide 131 . Click the column header cell.Formatting cross tab headers Since cross tabs contain two levels of dimension objects (object values are located both in the columns and in the rows of the block). an additional header is needed to display both object names. To center the objects in the column header in a cross tab 1. 5. Set the Show object name option to Yes. 6. The two headings in the top-left corner of the cross tab are deleted. Run the query. The Properties tab displays the table formatting options. Apply a Sum on the Sold at (unit price) column and an Average on the Discount column. 4. Click + next to the Display folder to expand the Display options. When two or more measure objects are used in a cross tab. To format additional header rows 1. Activity: Formatting breaks and cross tabs Objectives • Create a cross tab • Apply calculations and breaks • Format the breaks Instructions 1. 3. 2. Press the DELETE key. 3. 5. 2. and Discount. Click the Center button on the Formatting toolbar to center the text or objects. several unique formatting issues may occur. To remove the two headings that appear in the top-left corner of the cross tab.

• The break footer does not show. set the options so: • The break header shows. Please note that these changes cause the report to appear disorderly. • The Category value centers across the other values in the table. • The Lines value centers across the other values in the table. 7. On the break for the Lines column. On the break for the Category column. • The break footer does not show. Save the report as Activity Breaks and Cross Tabs. The report should look like this: 8. set the options so: • The break header does not show. You correct the appearance with the changes you make in the next step. 132 Web Intelligence Report Design—Learner’s Guide .6.

it is just hidden from the report display. After completing this unit you will be able to: • Explain the difference between using query filters and using report filters • Create the different report filter types About report filters You have already used query filters in a previous lesson. • Report filters. Web Intelligence gives you two methods for restricting the data displayed in a document: • Query filters allow you to limit the amount of data that is retrieved from the data source and returned by the query to your Web Intelligence documents. you apply a report filter on a specific object. To make the report easier to read. Enhancing the Presentation of Data in Reports—Learner’s Guide 133 .Using report filters In the next section. You can only apply query filters when you are creating or editing the query in the Query panel. and not very easy to read at a glance. you learn how to limit the data displayed in a report by applying report filters. allow you to restrict the data shown in the report simply by hiding the data you are not interested in. so that it displays just the information that interests you. The data is still contained in the document. You apply report filters when you are editing a document in the Web Intelligence Rich Client window. Tables or other blocks in your reports can sometimes be very large. on the other hand.

in View Results. click the row or column that contains the values you want to filter. press the Control key at the same time as you select the values. You cannot apply a Quick Filter to a chart. They use the Equal to operator only. click the start section or end section divider. 134 Web Intelligence Report Design—Learner’s Guide . • To apply the filter to a section. Different types of report filters exist in Web Intelligence. the Java Report Panel. details and variables listed on the Data tab of the document. 4. Add filter Quick Filters offer an easy way to create A Quick Filter applies to a column a simple filter on one or more values. The filter is a global filter so it applies to the whole report and affects all the data blocks it contains. Click the report tab of the report you want to filter. To create a Quick Filter 1. Show/Hide Report Filter Toolbar Simple report filters offer and easy way to create filters simple filter for one value. Filter impact on data Standard report filters also offer the most flexibility in selecting the data to which you apply the filter. Select the data to which you want to apply the filter: • To apply the filter to a table. 3. measures. A standard report filter can be a global filter and apply to the whole report or it can be a block filter and apply to only one data block in the report. You can use them to create simple or create complex filters because all filter operators are available and you can filter on single values or lists of values. you use a different method to create each report filter type. To select more than one value. click the section cell or. and you use a different toolbar button to access each method. Select the value(s) you want to display in the table or section. and the Web Intelligence HTML viewer. 2. or row in a table only.You can define filters on dimensions. Note: Quick Filters are available in Web Intelligence Rich Client and the Java Report Panel only. as described in the following table: Toolbar button Filter type Show/Hide Filter Pane Standard report filters offer the most flexibility in the definition of your filter. Click the Add filter button on the Report toolbar. Note: Simple report filters are available in Web Intelligence Rich Client. in View Structure.

To create a standard report filter 1. Drag the object on which you want to filter to the toolbar. To remove a filter. 6. select "California" from the list of values for the State object and Web Intelligence filters the report to exclude all rows where State does not have the value "California". Click the report tab of the report you want to filter. click to select the object icon to the left of the filter value and use one of the following two methods: • Drag the object to the Data tab. To create a simple report filter 1. Web Intelligence filters the report on the value of the object you selected. Enhancing the Presentation of Data in Reports—Learner’s Guide 135 . 4. You can add multiple objects to the toolbar to create multiple filters. To delete a simple report filter 1. Save the document. click the row or column to which you applied the Quick Filter and click the arrow to the right of the Add filter button and select Remove filter. Click OK. Click Show/hide Report Filter toolbar on the main toolbar. 2. Save the document. • Click Delete on your keyboard.5. 2. 2. 3. Select the value on which you want to filter from the drop down list of values. For example. Save the document. To delete a Quick Filter. Save the document. The value(s) selected display in the section or table to which you applied the Quick Filter. To delete a Quick Filter 1.

3. Select the part of the report you want to filter.2. if you select a table. 7. The Filter Editor appears. 4. 6. For example. In the Data tab. select the object you want to filter. click the Show/Hide Filter Pane button to display the Report Filters pane. Select Constant or Value(s) from list. Select the operator. The name of the object you selected is displayed below Filtered Object. On the Report toolbar. 136 Web Intelligence Report Design—Learner’s Guide . Drag the selected object onto the Report Filters pane. the Report Filter pane displays the name of the selected table. 5. The Report Filters pane displays the name of the selected part of the report.

you want to retrieve. 2. Select the filter you want to delete and press Delete. or table. If you selected Constant. The filters on the selected area display in the Report Filters pane. or form displays only the values you specified in the custom filter. Click the Show/Hide Filter Pane button on the Report toolbar to display the Report Filters pane. in the Constant box. If you selected Value(s) from list. type the value(s). Click the area of the report from which you want to remove the filters. select the value(s). chart. section. Save the document. you need to type a constant(s). you want to retrieve. 9. The selected report. 8. To delete a standard report filter 1. from the displayed List of Values and add them to the Values Selected box. 3. Click OK to confirm the filter definition. by clicking the >> button. 4. you cannot select value(s) from the list of values. Enhancing the Presentation of Data in Reports—Learner’s Guide 137 .When you define filters on measures or variables.

After completing this unit you will be able to: • Apply a ranking to show top values Applying ranking to data To apply ranking to data within a report. Click Top and select the number of records if you want to rank the highest records in the block. Ranking can be applied at a: • Database level . • Report level . Click Apply/Remove Ranking. for instance.Ranking data to see top or bottom values You may only want to show the extreme ranges of the data. the top five in descending order. Select the block that you want to rank. It acts in the same way as a combined filter/sort function to project only. select the row or column to which you would like to apply ranking and then click the Apply/Remove Ranking button to open the Rank dialog box. To apply ranking 1. 138 Web Intelligence Report Design—Learner’s Guide .by clicking the Add a database ranking button in the Query panel (this feature is database specific). Ranking allows you to determine the top or bottom three or more of a given dimension on the basis of a given measure. 3.by clicking the Add/Remove ranking button in the Web Intelligence Rich Client window. The Rank dialog box appears. 2.

Create a new document showing Quantity sold by State. • Cumulative Percentage: Counts the total value of all the records and displays the top/bottom n records required to arrive at the percent of the total specified in the Ranking Selection. 3. 2. you would receive 10 rows.4. 5. Activity: Enhancing the presentation of a report Objective • Use breaks. To remove a ranking 1. 2. Add a sum and percentage to the Quantity sold column. calculations. 3. Select the measure on which the ranking is based in the Based on list. Instructions 1. and sorts to organize the presentation of data in a report. 7. 6. Click Remove Ranking. Select the rank calculation mode in the Calculation mode list. for example. Click OK. Click the Apply/Remove Ranking drop-down arrow on the Reporting toolbar. Click Bottom and select the number of records if you want to rank the lowest records in the block. Click in the column or row from which you want to remove the ranking. 9. according to the Ranking Selection. Enhancing the Presentation of Data in Reports—Learner’s Guide 139 . The available calculation modes include: • Count: Counts the records and displays the first/last n records in the count. 8. Save the document. • Percentage: Counts the records and returns the ones corresponding to the top/bottom percent of the total records specified in the Ranking Selection. Click Ranked By and select the dimension on which the ranking is based if you want to rank by a particular dimension rather than by all dimensions in the block. Year and Quarter. • Cumulative Sum: Adds up the values and displays the top/bottom n records required to reach the sum specified in the Ranking Selection. Save the document. It is not a real percentage. 4. if you want 10% and there are a total of 100 rows. Apply a break on State and Year.

Save the document as Activity Presentation. Filter the block to show only data for Colorado. Your results should look like: 6. 5. Close the document. 7.Your results should look like: 4. Create a duplicate of the table to the right of the existing table and filter it to show only data for New York. 140 Web Intelligence Report Design—Learner’s Guide .

you can satisfy the high customer demand and sell high volumes of the successful item. This understanding allows you to take appropriate and timely action to maintain and improve positive situations or to prevent and remedy negative situations. In this case. a report can allow you to monitor inventory levels and sales. you make ineffective use of your time because you must first identify how the data has changed between the two refreshes shown here. and focus your analysis on the root cause of the changes. you need to understand how the data that you use to monitor a situation or company performance changes over time. you want to identify important changes quickly so you can analyze their cause and take appropriate action. The value of data tracking is apparent when you compare the following series of reports. After completing this unit. Web Intelligence allows you to do this with data tracking. Web Intelligence allows you to track and highlight data changes so you can identify significant changes quickly. For example. you can monitor inventory levels to ensure you replace the items as quickly as they sell. As a result.Tracking data changes You may have reports that you refresh regularly to monitor performance or a situation. Without data tracking. before you can begin analysis of the reasons for the change: Enhancing the Presentation of Data in Reports—Learner’s Guide 141 . disregard irrelevant data. you will be able to: • • • • Understand how data tracking helps you monitor data Activate data tracking Set the reference data set Format the data changes Tracking data changes in Web Intelligence To make informed and effective business decisions. When an item sells well.

On the other hand. in the following example. with data tracking activated. 142 Web Intelligence Report Design—Learner’s Guide . you can immediately see the changes and spend most of your time analyzing them.

Enhancing the Presentation of Data in Reports—Learner’s Guide 143 .Types of data change Web Intelligence allows you to track the following types of data change: • • • • • Added data Removed data Modified data Increased data values Decreased data values You configure the display of these changes through the Web Intelligence interface.

Optionally. • Data tracking options: Opens the Data Tracking Options dialog box where you can define the formatting used to highlight data changes. select one of the following options: • Auto-update the reference data with each refresh: Uses the current data as the reference data after each data refresh. This data is known as the reference data. two additional buttons become available to you: • Hide data tracking: Allows you to hide the highlighted data changes when data tracking is activated. When you activate data tracking. This button is to the right of the Data tracking button. To activate data tracking 1. This button is to the right of the Hide data tracking button. Click Track on the main toolbar to display the Activate Data Tracking dialog box. In the dialog box. Click OK. Note: Your ability to activate data tracking and to change the formatting for data changes when data tracking is activated depends on the rights that your administrator has assigned you. 3. When you click the Track button. 4. 144 Web Intelligence Report Design—Learner’s Guide . • Use the current data as reference data: Uses and maintains the current data as the fixed reference data for all data refreshes. the Activate Data Tracking dialog box appears and allows you to select a particular data set as a reference point for future changes. 2.Activating data tracking You activate data tracking via the Track button on the toolbar. click Refresh Now to refresh the data when the dialog box closes.

you override the CMS defaults. Click OK. deleted and changed dimension and detail values. Enhancing the Presentation of Data in Reports—Learner’s Guide 145 . 2. When you configure the appearance of changed data in Web Intelligence. Your BusinessObjects administrator defines the default appearance of changed data in the Central Management Server. Click Data Tracking Options to the right of Hide data tracking on the main toolbar to display the Data Tracking Options dialog box.Formatting data changes You can configure the appearance (font style. Select each type of changed data you wish to display and click Format to specify how you want the changes to appear. To format the display of changed data 1. 4. size and color) of changed data in your document in the Data Tracking Options dialog box. • Increased or decreased measure values. You can separately configure the appearance of the following changes: • Inserted. 3. Select the Format tab.

Quarter. Activity: Tracking data changes Objectives • Create and run a query with a query filter • Activate data tracking and define the formatting to highlight data changes • Modify the query filter and refresh the document to track the changes Instructions 1. 146 Web Intelligence Report Design—Learner’s Guide . Your report should look like this: 4. 3. 6. Create a query using the eFashion universe showing Year. 7. Define formatting to highlight insertions. and Sales revenue. 2. Build a query filter to display values only for Q1 and Q2. 5.To display or hide data changes Click Hide changes/Show changes (the button tooltip text varies depending on whether the changed data is currently visible) to the right of Track on the main menu. Refresh the document. Return to the Query panel and add Q3 and Q4 to the query filter so all four quarters appear in your document on the next refresh. Activate data tracking and choose to update the reference data with each refresh. Run the query.

The format for the new data depends on your choice of formatting for the insertions. Save the report as Activity Tracking Data Changes. The following report is an example of the changes that should appear highlighted: 8. Enhancing the Presentation of Data in Reports—Learner’s Guide 147 .Your report should highlight the data for Q3 and Q4.

the operator and the operand make up the condition that determines whether the formatting will be applied to each cell where the alerter is applied. Web Intelligence applies a default format to display the alerter. you can create an alerter to highlight margin results that exceed $1. free-standing cell or section cell. and free-standing cells. You can insert multiple conditions within an alerter. section cells. • An operator. 148 Web Intelligence Report Design—Learner’s Guide .100. An alerter contains five elements: • A name. row or cell on a report. You can apply those alerters to a maximum of 20 table columns or rows. The object or cell contents. Web Intelligence applies the condition to the cell values and displays any values that meet the condition in the alerter with the formatting specified. • Operand value(s) or another object. After completing this unit you will be able to: • • • • Explain how you can use alerters to highlight important information Create a basic alerter Activate an alerter in a report Create complex alerters using conditions and sub-alerters About alerters Alerters enable you to highlight results that meet or fail specific business targets. • An object or cell contents. such as "High Performer". For example. • Alerters cannot be applied to charts. you learn how to highlight data that meets specific requirements by creating and applying alerters. • The conditional formatting. forms.000. You can also create an advanced alerter by inserting a formula. When you apply the new alerter to a table column. A maximum of 10 alerters can be applied to a single-table column or row.Using alerters to highlight information In the next section. free-standing cells or section cells on the reports. You can make changes to this default format. • You can include up to 30 alerters in a document. You can create a simple alerter to highlight particularly high or low results with a specific color or advanced alerters that display a text comment.000 is highlighted every time the report data is refreshed. The margin result that is greater than $1.100. Additional rules to remember when creating alerters are: • You can apply alerters to tables.

You want to also highlight any State/Year combinations that had margin over $1. a table row. 2.100. To create a basic alerter 1. Click Alerters on the toolbar to display the Alerters dialog box. The report is sorted in descending order by Sales Revenue. Click New.000. Enhancing the Presentation of Data in Reports—Learner’s Guide 149 .Creating and activating an alerter In this scenario you are going to build a report that shows States by Year and Sales revenue. a section cell. Click a table column. 3. or a free-standing cell.

After creating the alerter. 150 Web Intelligence Report Design—Learner’s Guide .The Alerter Editor displays. You can retain the defaults or modify the format properties by clicking the Format button. In the Alerter name text box. 5. independent of any specific object or variable.. 7. Web Intelligence considers any value you type into the Operands text box as a character string. Web Intelligence applies the default format to the results specified in the alerter as displayed in Cell contents box. If the cell(s) on which you want to create an alerter contains date or numeric type data (for example. Operator and Operands.. then select an object or variable from the list and click OK. Type the alerter description in the Description text box. or click . 6. click OK. type a name for the alerter.. 4. Option Description Select Cell Contents Use this option to define the alerter on whichever cell contents are selected on the report. then click Select an object or variable from the shortcut menu. Define the condition by specifying the appropriate Filtered object or cell. Leave the current object name selected. a date or a calculation) you need to choose Select an object or variable instead of Cell contents. Use this option to define the alerter on a specific object or variable in the document. This is because.

Creating complex alerters You can apply multiple conditions in a single alerter. For example. Check (to activate) or uncheck (to deactivate) the check box next to the alerter you want to activate or deactivate. Note: The maximum number of alerters that can be created in a document is 30. you need to define multiple sub-alerters in the alerter. To create different conditions that each implement different formatting. 2. Click Alerters on the toolbar. You can only link the conditions with AND. you create an alerter with the following two conditions: The formatting generated by the alerter is the same for each condition.To activate alerters 1. you can highlight Sales revenue when results reach over $300K and when those results occur in stores in any US State except California. To do this. Enhancing the Presentation of Data in Reports—Learner’s Guide 151 .

4. Activity: Creating complex alerters Objectives • In this exercise. you must click the Add Sub-Alerter button in the Alerter Editor.000 items ○ values between 15. Select the Quantity sold column. and enter a new alerter condition using different formatting settings. The Alerter Editor expands. In the Alerter Editor. so that you can add another condition to the alerter definition.To create a complex alerter If you want to add another condition to an alerter: 1. click + to the far right of the Operands field.000 items Instructions 1. Verify that the Alerters document is displayed. 2. To add a condition that uses different formatting. Note: The formatting for a new condition added in this way will be identical to that of the first condition in the Alerter. Create a new alerter and name it Quantity Range. 3. you are going to implement a range alert on the Quantity sold column.000 items ○ values over 45. • You want to highlight values in the Quantity sold column in the following way: ○ values under 15. Define the first alerter so that: • Filtered object or cell = Quantity sold 152 Web Intelligence Report Design—Learner’s Guide .000 and 45.

Define the third sub-alerter so that: • Filtered object or cell = Quantity sold • Operator = Greater than • Operand = 45000 Enhancing the Presentation of Data in Reports—Learner’s Guide 153 . 6. follow the same procedure as creating your first alerter. Sub-alerter: • Filtered object or cell = Quantity sold • Operator = Greater than or equal to • Operand = 15000 Condition on the sub-alerter: • Filtered object or cell = Quantity sold • Operator = Less than or equal to • Operand = 45000 7. 8.• Operator = Less than • Operand = 15000 5. Define the sub-alerter and a condition on the sub-alerter according to the following specifications. Note: To create a sub-alerter. Add a third sub-alerter by clicking the Add Sub-Alerter button again. Add a sub-alerter to this alerter definition by clicking the Add Sub-Alerter button in the bottom left corner of the Alerter Editor.

Accept the default formatting so that when you apply the alerter. Quantity Range to the report. Apply the new alerter. values between 15.The Alerter Editor should appear like this: 9. The final report should appear like this: 154 Web Intelligence Report Design—Learner’s Guide . and values over 45.000 and 45.000 will be red. the values under 15.000 will be blue.000 will be green.

Enhancing the Presentation of Data in Reports—Learner’s Guide 155 .Save the report as the Activity Alerters document.10.

After completing this unit.Organizing a report into sections In the previous section of this lesson. you will be able to: • Break a report into sections • Insert a sum and position it using drag and drop • Insert a chart in each section About sections You can group data in a block using the break function as illustrated below. The difference is that the grouped value appears as a header outside the block instead of remaining within the block. 156 Web Intelligence Report Design—Learner’s Guide . You can also use sectioning to group data. you saw that you could group data in a block using the break function.

which are created by the simple process of drag and drop. repeated in each section. to organize the order in which sections are displayed in report tables. Sorting sections allows you to organize the section headers logically in a report. you can apply a descending sort so that the sections are organized with the most recent year as the first section and the earliest year at the end of the report. • You can insert subtotal cells. Notice the section lines in the illustration below run across the width of the report. the subtotal appears to the right of the section header. Enhancing the Presentation of Data in Reports—Learner’s Guide 157 . there is a more important difference. For example. when you create sections on a report for each year. whereas sectioning groups the entire report. This has a number of advantages: • You can have multiple blocks projected from the same microcube within a single report. In the example below.However. all sub-grouped to the sectioned level. A break only groups within a block. You can apply sorts to the results displayed in section cells.

right-click one of the cells in the State row or column. A new row or column displaying the aggregate is inserted in the table in each section. In the Document zone. if you would like to display an aggregate for Sales Revenue. click a cell in the Sales Revenue row or column. If you want to apply the default aggregation for the object type you have selected. 158 Web Intelligence Report Design—Learner’s Guide . and then select the appropriate aggregation from the drop-down list. and the default aggregation for dimensions is Count. click the down arrow to the right of the Insert Sum/Count button. if you want to create a section on State. The cell you selected defines which object is used to divide the table into sections. Note: The default aggregation for measures is Sum. right-click a cell in the row or column on which you want to create a section. To display an aggregate 1. and the table below each section header displays the data concerning that value.To create a section 1. 2. Each value of this object is displayed as a section header. 2. From the drop-down menu. select Set as Section. In the Document zone. you can click the Insert Sum/Count button rather than selecting an aggregation from the drop-down list. click a cell in the row or column for the object on which you would like to display an aggregate. For example. From the Report Toolbar. For example. A drop-down menu displays.

Optionally. With a sectioned report open in the Web Intelligence Rich Client window. like it is when you use a break and then apply an aggregation. In the Report Manager. An outline displays to show the boundaries of the section to which you dragged the template. To navigate from section to section 1. the overall total is not calculated and displayed. Drop the template in the appropriate location in one of the report sections. 3. click Map. to display the aggregate at the section heading level. 2. Enhancing the Presentation of Data in Reports—Learner’s Guide 159 . You can now add to the block the data you want to display. Navigating from section to section The Map tab in the Report Manager displays all the reports and sections contained in the document. click the Templates tab. You can navigate from section to section by clicking on the section names in the Map.Note: When you display an aggregate in a sectioned report. The block appears in the same position in each section. click to select the cell with the aggregate and drag the cell to the section heading level. 3. To insert a block in each section 1. Click the appropriate template and drag it to one of the sections in your report.

To delete a section Use the View Structure mode to display the report structure when deleting a section. 3. 2. Press the Delete key. This feature is useful when you have a large document with multiple reports and many sections to navigate through. Click on the + to expand the structure of the report you would like to navigate. In Web Intelligence Rich Client window. 4. Note: You can use the Map tab in the Report Manager to jump from one report to another.The Map tab displays all the reports and sections contained in the document. The Document zone scrolls down to display the selected section within the report. Save the document. click View Structure. Click the start or end divider line of the section you want to remove. 1. The section dividers show the beginning and end of the section. 3. 2. 160 Web Intelligence Report Design—Learner’s Guide . as well as to navigate from section to section. Click on the name of the section you would like to navigate to.

3. Right-click and select Copy as Text. This makes it easier to present and share your analysis in different formats. You can also copy the data in a report as text. such as Microsoft Excel or Microsoft Power Point. use the Copy as Text function. Paste the text into your target document. Select the block you want to copy.Copying data to other applications In Web Intelligence. 2. you will be able to: • Copy a block of data as text • Copy and paste an image of data into a Microsoft Excel spreadsheet • Copy and paste an image of data into a Microsoft Power Point slide Copying a block of data as text To paste a block from a Web Intelligence report into a Microsoft application as text rather than as an image. Enhancing the Presentation of Data in Reports—Learner’s Guide 161 . you can easily copy data from a report into other applications. The data from the copied block displays in columns within an Excel spreadsheet or in a Word document. To copy data as text 1. After completing this unit.

it displays as an image in the target document.4. Press the Ctrl + C keys to copy the block to the Microsoft Clipboard. Save the target document. 4. Select the block you want to copy. The block appears as an image file in the Microsoft Excel spreadsheet. 3. To copy an image of data to an Excel spreadsheet 1. Launch Microsoft Excel. Copying an image of data using Microsoft Clipboard When you use the copy function to copy a block from a Web Intelligence document and paste it into a Microsoft application. Click the Edit menu and select Paste. 2. 162 Web Intelligence Report Design—Learner’s Guide .

Select the block you want to copy. 2. 4. The block appears as an image file in the Power Point slide. Click the Edit menu and select Paste. Save the target Excel document. 3. Enhancing the Presentation of Data in Reports—Learner’s Guide 163 . To copy an image of data to a Power Point slide 1.5. Press the Ctrl + C keys to copy the block to the Microsoft Clipboard. Launch Microsoft Power Point and open a file that contains slides into which you want to paste data from Web Intelligence.

4. Quarter. Save the target Microsoft Power Point document. and Year. Instructions 1. 164 Web Intelligence Report Design—Learner’s Guide . Create an ascending sort on Quantity sold. 2. Position the sum of Quantity sold to display beside the Quarter section header. 3. Create a new document showing Quantity sold by State. 5. Include a sum for Quantity sold for Year and Quarter. Activity: Creating sections in a report Objective • Use sections to organize information in a report. Insert sections on both Year and Quarter.5.

Your results should look like:

6. Click View Structure on the Reporting toolbar. 7. Drag the End of Section on: Quarter divider down to expand the section. 8. Insert a Vertical Grouped bar chart using the State and Quantity sold objects. 9. Click View Results on the Reporting toolbar. Your results should look like:

10.Duplicate the table and turn it into a pie chart.

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Your results should look like:

11.Save the document as Activity Sections.

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Quiz: Enhancing the presentation of reports
1. What are two advantages of applying breaks to a report? 2. What is the difference between a query filter and a report filter? 3. What is the name of the feature that allows you to display only top or bottom values of the data returned by a query? 4. When you want optimal flexibilty in creating a report filter, what is the most appropriate way to create the filter? 5. What is the name of the feature you can use to highlight results that meet or fail specific business targets? 6. True or false: You can apply an alerter to tables and charts in a Web Intelligence document. 7. What are the differences between applying breaks and sections to a report?

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Lesson summary
After completing this lesson, you are now able to: • • • • • • • • • Use breaks, calculations Use sorts Format breaks and cross tabs Use report filters Rank data to see top or bottom values Track data changes Use alerters to highlight information Organize a report into sections Copy data to other applications

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Lesson 6

Formatting Reports
Lesson introduction
This section describes how to display information in tables and charts. After completing this lesson, you will be able to: • Format documents • Format charts

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Formatting documents
When you edit a report in Web Intelligence, the Properties tab in the Report Manager allows you to format all the elements in a document. After completing this unit, you will be able to: • • • • • • Describe the report elements that you can format using the Report Manager Properties tab Display the Report Manager Properties tab Modify default report properties Modify default table properties Modify default cell properties Modify default section properties

Displaying the Report Manager Properties tab
You can format your documents at various levels within the body of the report. Using the Report Manager, you can choose to modify the default property settings for all levels within the body of the document: the reports contained within the document, the charts and tables in the reports, and even the cells and chart elements in the tables and charts. You choose which level you want to format in a document by clicking the appropriate part of a report, and then changing the default settings in the Properties tab of the Report Manager. The example below shows where you point your cursor and click in a Web Intelligence document, to select and format each different document element.

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To view the report properties
1. In the Document zone, scroll to the top or bottom of the report for which you want to view the properties. 2. Click in the white space well above or below the report blocks, so that you select the Document zone itself. A large frame appears, highlighting the margins of the report. 3. Click the Properties tab of the Report Manager. The Properties tab opens and displays the default properties set for the report you are currently viewing.

In the General section, the title of the report you are currently viewing appears in the Name zone. The Appearance section allows you to change the color of the report background, as well as to see links that have been both visited and unvisited, when you have links to other web pages in this report. 4. Click the + sign next to the Page layout properties header to expand that section so that you can see the options available.

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Changing the display of the Properties tab The Report Manager Properties tab is organized into different sections. 172 Web Intelligence Report Design—Learner’s Guide .The Page Layout section allows you to modify default margin settings. Shows or hides text at the bottom of the Report Manager Properties tab. Properties tab button Description Displays the properties in a catalog view. you can choose to display the Properties sections using one of following Properties tab navigation buttons. which describes the property you have selected. depending on the document element you have selected. you need to either press the Enter key or click in the Document zone. page size and header and footer properties for the report you are viewing. Regardless of the report element you are formatting. Displays the properties in alphabetical ascending order. To apply any changes in the Properties tab. Each section provides various properties settings that you can modify.

select the report whose background you would like to change. The name of the report you are viewing appears in the Name zone on the Properties tab. In the Appearance section.Properties tab button Description Automatically expands all sections in the Properties tab. select the table whose properties you want to change by positioning your cursor just outside the table until a gray border appears. To change table properties 1. The changes made to the report properties display in the document. so that the report margins are highlighted. In this exercise. expand the relevant areas of the Properties tab by clicking the + buttons next to the properties section headings and make the appropriate changes to the property values. To modify the report background 1. the Report Manager Properties tab provides options that allow you to change the default formatting of the selected table. 2. Modifying the default table properties When you highlight a table in a Web Intelligence report. click the Background color zone. Automatically collapses all sections in the Properties tab. To make additional changes to the report properties. 4. 3. Modifying the default report properties When you highlight a report in a Web Intelligence document. then select the appropriate color from the Color drop-down list to change the color of the report background. In the Document zone. Click the Properties tab in the Report Manager. you will practice using a few of the options available to you for formatting reports. and then clicking the border. you will practice using a few of the options available to you for formatting tables. In this exercise. In the Document zone. Formatting Reports—Learner’s Guide 173 . the Report Manager Properties tab provides options that you can use to change the default formatting of the report.

In the Document zone. click the first cell and then while holding the Ctrl key. rows. If you click a cell in a row or column.2. click the other cells/rows/columns you would like to modify. you can change the height and width of a cell to improve the legibility of the data it contains. or any column header cell. Note: To modify the properties of several cells. only the header cell is highlighted to show that only the header cell is selected. For example. all the cells in the row or column are highlighted in gray to show that the data is selected. rows. To change the cell properties 1. expand the relevant areas of the Properties tab by clicking the + buttons next to the properties section headings and make the appropriate changes to the property values. If you click a column header. 174 Web Intelligence Report Design—Learner’s Guide . To make changes to the table properties. The Report Manager displays the table properties in the Properties tab. the Report Manager Properties tab provides options that allow you to change the default formatting of the selected cell. Modifying the default cell properties When you highlight a cell in a Web Intelligence document. and columns are highlighted. All the selected cells. or columns at once. 3. click a cell in any table row or column. The changes made to the table properties display in the document. Select the Properties tab of the Report Manager.

To make changes to the cell properties. 2. the changes apply to the whole table. expand the relevant areas of the Properties tab by clicking the + buttons next to the properties section headings and make the appropriate changes to the property values. Note: The default text for header cells is the variable or object name.2. not just the selected cell. 3. Click + to expand the Page Number Cells folder. Note: If you make changes in the cell height in a column. Similarly. 3. Click the Properties tab of the Report Manager. not just the selected row. The header cell names can be modified using the Formula toolbar which is accessed from the Report toolbar. Click the Results View button on the Reporting toolbar to view the document in page layout mode. if you make changes to the width of cells in a row. This maintains the visual balance of the report. these changes are applied to the whole table. 4. The changes made to the cell properties display in the selected row or column in the document. The Report Manager displays the cell properties in the Properties tab. Click the Templates tab of the Report Manager. Formatting Reports—Learner’s Guide 175 . To insert a page number in the report footer 1. The Page Number Cell templates are displayed in the Templates tab. Click + to expand the Free-Standing Cells folder.

The Footer zone is highlighted. the Report Manager Properties tab provides options that allow you to change the default formatting of the selected section. Modifying the default section properties When you highlight a section in a Web Intelligence document. 176 Web Intelligence Report Design—Learner’s Guide .5. The page numbers appear in the footer of your document. Scroll to the bottom of the document to display the area of the report where you want to position the page number. Click in the white area beneath the page margins. 6. 7. Drag the Page Number template to the bottom of the page and drop it in the page footer.

In a sectioned report. 3. click just below a block to select the section. The changes made to the section properties display in the document. To make changes to the section properties. expand the relevant areas of the Properties tab by clicking the + buttons next to the area headings and make the appropriate changes to the property values. The Properties tab displays the section properties. 2. Click the Properties tab of the Report Manager. to indicate that the section is selected.To change the section format 1. A dotted gray line appears above the section header and frames the entire section. Formatting Reports—Learner’s Guide 177 .

6. Activity: Formatting and printing reports Objective • In this activity you apply different formatting options to your report to structure your data and present it in a clear and readable manner. 2. Note: You'll need to add Month to your data provider. Insert a sum total for each Quarter and Year using white text on a blue background. Quarter. Insert another report in the same document showing Sales revenue by Year. Create a new document showing State. Instructions 1. For example. you can use the properties to: • Avoid page breaks in a block. and Month. 5. Insert a section on Year and Quarter. you can use the properties at various levels of your document to ensure that the data displays on the page in a way that is easy to view and interpret. 4. Save the document as Activity Formatting Reports. Insert a Vertical Group bar chart to show Sales revenue by State at the level of Quarter. 178 Web Intelligence Report Design—Learner’s Guide . 3.Preparing documents for PDF and printing When you prepare documents for a PDF file or printing. and Sales revenue. Year. Quarter. • Ensure that sections start on new pages.

Insert a section on State. You find this option on the Properties tab under Breaks. then Page layout.At the table level. select Start on new page for each state. 15.7. format the alternating rows to display in light yellow. Display the Year value in bold red text with a yellow background. Store name. Month. Your table should look similar to this: 12.At the cell level. Insert a break on Year and Quarter. change the margins to 100 px with a landscape page orientation.Insert a break on Quarter and select the Avoid page breaks in table for Quarter. 14.Select the option Repeat break value on every new page for Year. 11. 16. 13. At the report level.For the Year column. Quarter. select the option Avoid page breaks in table. adjust the column widths of all columns. State. 19.Click the Switch Page/Quick Display button to view how the report appears on a printed or PDF page. 18. 10. and Sales revenue.Insert a break on Year. 9.At the section level. You need to add Store name to your data provider. Insert a sum on Sales revenue. 17.Insert another report in the same document showing Year. Formatting Reports—Learner’s Guide 179 . 8.

180 Web Intelligence Report Design—Learner’s Guide .Save the report.The beginning of your report should look similar to this: 20.

Formatting Reports—Learner’s Guide 181 . 2. you explore a few of the chart formatting features that are available. A gray border appears around the chart to indicate that it is selected. click the chart to select it. In a report containing a chart. To look at the chart properties 1. Click the Properties tab. tables and cells. The Properties tab opens and displays the default properties set for the chart you have selected. you will be able to: • Change the default properties for a bar chart • Change the default properties for a pie chart Looking at the chart properties The chart Properties tab allows you to change the default formatting of a chart. charts are composed of a number of elements that can be formatted separately.Formatting charts Like reports. After completing this unit. In this section of the lesson. Web Intelligence XI provides all the chart formatting features that you are familiar with when creating professional reports.

To change bar chart properties 1. Formatting a bar chart You can use the Properties tab to format a bar chart so that it is more attractive and easier to read. and then adjust the Height and Width values as required. 182 Web Intelligence Report Design—Learner’s Guide . 3. c. In the Document zone. To modify the height and width of the chart. To modify the text format in the chart: a. click the Browse button to display the Text formatting dialog box. Adjust the default font size as required. 2.The Properties tab allows you to change the default formatting of the chart. click + next to Display in the Properties tab. 4. b. Click + in the X Axis or Y Axis zones to expand the X Axis or Y Axis properties. In the Text Format zone. Click OK. click the chart whose properties you would like to modify.

The data values appear above each bar in the chart.The values selected are updated to reflect the changes. To display the value for each bar 1. click + next to Data. Formatting Reports—Learner’s Guide 183 . then click + next to Values to expand the Data Values properties. In the Appearance zone. In Show data values. 3. With a bar chart selected in the Document zone. click Yes. 2. click the Properties tab.

A gray border appears around the pie chart to indicate that it is selected. 2. To change pie chart settings 1. click the pie chart whose display settings you want to modify. The Properties tab opens and displays the default properties set for the pie chart you have selected.Formatting a pie chart You can use the Properties tab to format a pie chart so that it is more attractive and easier to read. Click the Properties tab. 184 Web Intelligence Report Design—Learner’s Guide . In the Document zone.

4. Note: To change the color of the chart background. Formatting Reports—Learner’s Guide 185 . To display a background color behind the pie chart. In the Display zone. A gray border appears around the chart to indicate that it is selected. The Properties tab opens and displays the default properties set for the chart you have selected. click the pie chart whose data values you want to display.3. 2. To display the data values 1. click Yes next to the Show floor option. make changes to the Wall color setting. adjust the Height and Width of the pie chart as required. Click the Properties tab. in the Appearance zone. In the Document zone.

3. In the Values zone. 4. Click + next to the Data zone to expand the Data values properties. The data values appear as labels as shown below: 186 Web Intelligence Report Design—Learner’s Guide . click Yes next to the Show data option.

To display the data values as percentages. and DC. The percentages appear as labels for the pie sections as shown below: Activity: Formatting charts Objective • Format a chart in a document. Run the query. 3. Add a Query Filter to the State object for California. 2. Drag the Vertical Grouped Bar chart template onto the document on top of the vertical table. 5.5. click Yes next to the Show as percentages option. Colorado. Create a new query with Quantity sold. State and Year. in the Values zone. Format the Vertical Grouped Bar chart as follows: • Adjust the Width and Height of the chart. 4. Instructions 1. Formatting Reports—Learner’s Guide 187 .

Show the chart grid. 188 Web Intelligence Report Design—Learner’s Guide . Insert a new report and create a Vertical Stacked Area chart showing Quantity sold by State and Year. Show the chart data values in a Bold. Add a chart title of Vertical Stacked Area Chart.• Display the legend (Years). • Remove the axis names State and Quantity sold. Display the legend to the left of the chart. 6. Format the chart as follows: • • • • • • Adjust the Width and Height of the chart. 10 point font size. dark blue. Your chart should look like the example below. Remove the axis names State and Quantity sold.

Save the document as Activity Format Charts. Formatting Reports—Learner’s Guide 189 . • Create a background color of dark gray and Quantities sold chart data in white.7. Insert a new report and create a 3D Pie chart showing Quantity Sold by Year. 8. • Show the Quantity sold data values as percentages. Your chart should look like the example below. Format the chart as follows: • Adjust the Width and Height of the chart.

What document elements can I modify using the Properties tab of the Report Manager? 3. What part of the Report Manager is used for formatting a document and its reports? 2.Quiz: Formatting reports 1. How do you access the default properties for the report section you want to format? 190 Web Intelligence Report Design—Learner’s Guide .

Lesson summary After completing this lesson. you are now able to: • Format documents • Format charts Formatting Reports—Learner’s Guide 191 .

192 Web Intelligence Report Design—Learner’s Guide .

After completing this lesson. It also explains how to define a formula as a document variable. so that the formula is available for use in other reports and blocks of data in the document.Lesson 7 Calculating Data with Formulas and Variables Lesson introduction This lesson describes how to use formulas to display information or calculate data that you cannot retrieve by using the existing objects in the universe. you will be able to: • Explain formulas and variables • Use formulas and variables Calculating Data with Formulas and Variables—Learner’s Guide 193 .

you should use the Formula Editor to build them. but it is often better to save a formula as a variable. based on the formula. Use a formula when you require a calculation for a table and do not need to use it again. operators. After completing this unit. Variables are defined according to the formula you enter when you create them. They are saved in the document and so can be used in any report within the document. The Formula Editor is an interface that allows you to select the different components of your formula (operators. and is displayed in the Data tab in the Report Manager just like any other data object. in Interactive mode. objects) and add them to it. You can also use the Formula Editor when you are viewing a Web Intelligence document in InfoView. You can then use the variable as you would any object: to display the results of the calculation in multiple blocks and reports throughout the Web Intelligence document. By saving a formula as a variable you can reuse it throughout the reports in a document without needing to retype it. Variables are useful when you require a calculation and plan to use it more than once and in different blocks and report tabs within your document. you will be able to: • Define formulas and variables • Explain the advantage of saving a formula as a variable • Explain how to get online help on Web Intelligence functions Formulas A formula is a complex calculation that you create to display data that is not retrieved by existing objects in the universe. You can add formulas in two ways: • Type or drag and drop the formula components into the Formula toolbar. a qualification is automatically assigned to it. • Use the Formula Editor to build the formula. If you are not familiar with formulas. functions. The first way is more suitable for experienced users. A formula can consist of data objects. but they behave like standard objects in the query and document. and calculation contexts. It acts as an object in the document. Variables A variable is a formula that you save with a name and. The advantage to saving a formula as a variable is that you can reuse the formula without having to enter it each time. You can create formulas directly in a report cell. 194 Web Intelligence Report Design—Learner’s Guide .Explaining formulas and variables You can add custom calculations to reports by writing a formula that Web Intelligence evaluates when you run the report.

formulas and variables book folder. To get online Help on creating formulas 1. Select Web Intelligence Help from the drop-down menu. 2. The online Help includes a complete list of all the functions that are available for creating formulas in Web Intelligence. you can access the Web Intelligence online help about creating formulas. Open the The Formula toolbar book folder. as well as examples on how to use them. 5. Click the To build a formula using the Formula Editor topic. Open the Calculations. In the Web Intelligence Help list of Contents. click the Help menu.Getting online Help At any moment. 6. 3. 7. From an open document. Calculating Data with Formulas and Variables—Learner’s Guide 195 . The topic contains a procedure for creating formulas in the Formula Editor. Open the Working with formulas book folder. open the Performing calculations on data book folder. 4. as well as about saving them as variables in the report.

click the Date and Time functions link. 196 Web Intelligence Report Design—Learner’s Guide . 10. 9. The screen displays links to help with each of the functions available in Web Intelligence for creating formulas. To get help with the different functions available within Web Intelligence. open the Functions and formulas book folder in the Contents pane. Open the Web Intelligence functions book folder. A page displays containing links to information about each of the date and time functions.To see the list of date and time functions.8.

Calculating Data with Formulas and Variables—Learner’s Guide 197 .To see detailed information about the DaysBetween function. This page gives you the syntax to use with the DaysBetween function and an example of how to use it in a formula.11. click the DaysBetween link.

The Prompts box opens. 198 Web Intelligence Report Design—Learner’s Guide . 2. displaying the list of values returned for the selected object.Using formulas and variables There are many different reasons why you may choose to create variables and define formulas that calculate and display data in your report that you cannot retrieve using the objects in the universe. and then projecting the calculation in a new column. In this section. • Creating a variable that calculates data. After completing this unit. you learn three methods for creating new variables and their associated formulas: • Creating a variable that captures the user's response to a prompt when he or she refreshes the report. you always begin with the equal (=) sign and report objects always appear inside square brackets. • Using document functions to create a variable that displays information about your document. To create a prompted filter in a report 1. you can also create a formula that allows you to use the user selected prompt values in the title of the report. you will be able to: • • • • • Create a variable that captures the user's response to a prompt Create a variable to calculate sales tax Modify a variable Delete a variable Create a variable from document functions Creating a variable as a response to a prompt If you create a report that prompts users to select the values on which they want to filter the report data. Note: When you create a formula. Click Run Query. such as the author and document name in a report. and then displaying that value in a cell or other element in the report. Build a query with a filter that uses a prompt.

3. Before you create the formula. To create a formula to capture the response to the prompt Note: To successfully create a formula. you may Calculating Data with Formulas and Variables—Learner’s Guide 199 . The report displays data concerning the value you selected. 5. The data provider has stored that value and the text you enter in the formula must match it exactly for the formula to be valid. Click Run Query. you must enter the exact prompt value text that you entered when you created the prompt. 4. Double-click the value on which you would like to run the report. and automatically inserts a cell called Report Title. Save the document.

On the Formula toolbar. click the Report Title cell. A gray border appears around the cell to show that is selected. 3. 2. click Show/Hide Formula Toolbar. 200 Web Intelligence Report Design—Learner’s Guide . The Formula toolbar expands to display the Formula Editor.want to edit the prompt and copy the prompt value text into a text file from which you can copy it when you create the formula. In a report that uses a prompted query filter. 1. The formula toolbar appears above the Document zone. On the Reporting toolbar. click Formula Editor.

The formula appears in the Formula text zone as you type it. In the Operators list. double-click + (plus sign). 4.Double-click UserResponse. Click + to expand the Data Provider folder.to collapse the All folder. 8. The text must be surrounded by quotes. 10. Type = (equal sign) to start the formula definition. 5. In the Functions list. you define the characteristics of a formula by selecting data objects. Type the text you want to appear before the prompt value in the report title. For example: "Quarterly Revenues for " 7. Press the Backspace key to delete Report Title. click . functions and operators from the lists in the tabs. Calculating Data with Formulas and Variables—Learner’s Guide 201 . 6.In the Formula Editor. 9.

202 Web Intelligence Report Design—Learner’s Guide . 2. In the Qualification field.Refresh the report selecting a different state. 13. 6. 14. In the Document zone. Verify that the formula shown in the Formula box matches the formula in the cell you selected. Click OK. For example: "Enter value(s) for State:" The text must match the prompt text exactly and is case-sensitive. 15. Notice that the title updates automatically. The Report Title cell in the Document zone displays the title you created as a formula and also displays the value of the object you last selected in your prompt.Click OK. select the appropriate value. type the prompt text you used when you created the prompt. 5.11.Click Validate to check the syntax of the formula.Save the document. 12. select the cell containing the formula you want to define as a variable. 4.Within the parenthesis. click Create Variable. In the Name field. The text must be surrounded by quotes. To define the formula as a variable in the document 1. From the Formula toolbar. 3. The Create Variable box opens. type a variable name.

Refresh the document and select a different prompt value. A column or row is inserted in the location you selected. you need to save it as a variable.The formula is given a variable name. To insert a row or column in a table 1. The variable now appears in the list of variables in the Data tab and can be used in the same manner as universe-based objects. 2. 7. 3. Click the appropriate item in the drop-down menu. In the context menu. or below where you want to insert a new row or column. The title changes to reflect the name of the value you selected. Save the document. right-click a cell in a row or column beside. above. In the Document zone. and the context menu displays. click the arrow to the right of the Insert button. A drop-down menu appears that allows you to insert columns before and after or rows above and below the cell you selected. Calculating Data with Formulas and Variables—Learner’s Guide 203 . 8. The row or column is highlighted in gray to indicate that it is selected. Creating a variable to calculate sales tax When you create a formula that you want to be able to easily reuse in a document.

To define a formula and project calculated data in a new row or column 1. 3.4. Complete the formula in the Formula text box. Save the document. The equal sign (=) is automatically inserted in the Formula text box to begin the formula. select the empty row or column in which you want to project the data. In the Operators area. click Formula Editor to define the formula for the data you want to display in the row or column. 2. 4. 5. double-click the measure on which you want to insert a calculation. On the Formula toolbar. In the Document zone. double-click the appropriate operator for the calculation. Your formula should look similar to this: 204 Web Intelligence Report Design—Learner’s Guide . In the Data area. and the object you selected appears in brackets.

8. click OK. Save the document.6. To define the formula as a variable 1. Click the row or column in which you have used the formula you would like to save as a variable. The new row or column displays data that reflects the values calculated by the formula. Calculating Data with Formulas and Variables—Learner’s Guide 205 . 7. 2. In the Formula Editor. On the Formula toolbar. The Formula Editor closes and the report displays again in the Document zone. click Create Variable. The Create Variable box displays. Click the Validate button to validate that the formula is correct.

In the Qualification field. 4. In the Name field. the calculation formula appears automatically in the Formula text box. The Variable Editor closes and the updated table appears in the Document zone. Note: When you create text.Note: Because you selected the column or row that displays the calculated data. When you create a numeric formula and convert it to a variable. ensure that the qualification is set correctly. the variable automatically takes the Dimension value in the Qualification field. type the name of the variable. The Create Variable window should look similar to the one below.(or dimension-) based formula and convert it to a variable. In the Formula area. verify that the formula is correct. Click OK. 5. 6. the variable automatically takes the Measure value in the Qualification field. 7. 206 Web Intelligence Report Design—Learner’s Guide . 3. Verify that the Data tab is selected in the Report Manager.

type the new header name. Click anywhere outside the Cell Format box to accept the new text. To name or rename a column or row header 1. 4. Click the Properties tab in the Report Manager. 2.The new object that you created appears in the Data tab along with the other objects and variables. 3. The new name displays in the column or row header. In the General section. Save the document. Calculating Data with Formulas and Variables—Learner’s Guide 207 . The Properties tab displays default properties for the cell. 5. next to the Text zone. Click the column or row header you want to rename. Save the document. 8.

The Qualification value automatically changes to suit the formula. Click the green check mark above the formula to validate what you have entered. enter the formula that defines the variable. 208 Web Intelligence Report Design—Learner’s Guide . From the Reporting toolbar. 3. In the Name field. type the variable name. Under Formula. 4. click Variable Editor.To create a variable 1. 2.

You can add it to your document by dragging and dropping the variable. 2. Click the right mouse button and click Edit Variable on the shortcut menu. The variable now appears on the Data tab. 4. To modify a variable 1. 4. Note: If the variable you are trying to delete is used in a report. 3.5. Click the right mouse button and click Delete on the shortcut menu. 6. Creating a variable from document functions You can use document functions to create a variable that displays information about your document. The Variable Editor appears. such as the author and document name in a report. 2. 3. Save the document. Edit the variable. Click OK to save the new variable definition. Calculating Data with Formulas and Variables—Learner’s Guide 209 . Any values using the variable are removed from the report. Select the variable in the list of report variables. Click OK. Click Yes to delete the variable. To delete a variable 1. Save the document. The Variable Editor closes. start by selecting the variable in the Data tab in the Report Manager. Modifying and deleting a variable To modify or delete a variable. a message box warns that this variable is used in reports in the document. Select the variable in the list of report variables. Click Yes to delete.

From the Formula and Text Cells options. Click the Templates tab in the Report Manager. Click + to expand the Free-Standing Cells folder. 210 Web Intelligence Report Design—Learner’s Guide . 3. 2. Verify that the Show/Hide Formula Toolbar is displayed. 6. Click + to expand Formula and Text Cells . Click the blank cell and resize it as necessary. 5.To display the author's name as a variable in the report 1. 4. drag Blank Cell on to the Document zone where you want information on your document displayed.

then click + to expand the Document folder. click Formula Editor. To display the document name as a variable in the report 1. 8. Click the Templates tab in the Report Manager. 2. In the Functions area. Double-click DocumentAuthor to insert this function in the Formula text box. The function selected appears in the Formula text box. From the Formula Toolbar. Calculating Data with Formulas and Variables—Learner’s Guide 211 .Save the document.to collapse the All folder. The Formula Editor closes and the new cell in the Document zone displays the username of the document's author. Click + to expand Free-Standing Cells. click .Click OK. 10. 12.The Formula Toolbar appears above the Document zone. Click + to expand the Free-Standing Cells folder. The Formula Editor opens. 11. 9. 3. 7.Click Validate to check the syntax of the formula.

4. From the Free-Standing Cells options, drag Document name onto the Document zone where you want information on your document displayed.

5. Save the document.

Activity: Creating formulas and variables
Objective
• Create a new document that includes a table, prompt, ratio formula, variable, and title cell to display the results from the prompt.

Instructions
1. Create a new document showing Margin and Quantity sold by Product Lines. 2. Add a column to the table. 3. In the new column, create a formula to display the ratio for Margin and Quantity Sold. (Ratio = Margin/Quantity Sold) 4. Format the column cell header to display Ratio. 5. Save the formula as a variable. 6. Create a prompted query filter on State. 7. Insert a formula in the report title cell to show the State chosen from the prompt. Refresh the document for New York. Your results should look like:

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8. Save the document as Activity Formulas. 9. Create a cell showing the name of your document in the report header. 10.Save the document again.

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Quiz: Creating formulas and variables
1. Describe the two ways of adding formulas to a report. 2. What are the advantages of using variables? 3. How do you check a formula to make sure the syntax is valid?

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Lesson summary
After completing this lesson, you are now able to: • Explain formulas and variables • Use formulas and variables

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Lesson 8

Using Multiple Data Sources
Lesson introduction
This lesson describes how Web Intelligence allows you to include blocks of data from different data sources in a single document. It presents concepts of data synchronization, the ability to merge data from multiple sources into a single block in a document. After completing this lesson, you will be able to: • • • • Synchronize data from multiple data sources Create multiple queries in a document Synchronize data with merged dimensions Use a personal data provider as a data source

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Synchronizing data from multiple data sources
You can include one or more queries in a single Web Intelligence document. When you include multiple queries, those queries can be based on a single universe or on multiple universes available to you in InfoView. You can also include data in your document that you retrieve from data files, such as Excel spreadsheets, text files and CSV files. These data sources are known as local data providers. For example, in your organization you may use one universe to access data on product line sales. You also use another universe to access customer data. Typically one universe is built for each functional area. Therefore, if you were working with both sales data and customer demographics, chances are good that the data would come from two separate universes. You want to present product line sales results and information on customer age groups in the same report. To do this, you create a single document that includes data retrieved by two queries; each query is built using a different universe. You can then include and format the results from both queries in the same report. • The system administrator assigns rights for access to specific universes. After completing this unit you will be able to: • Understand concepts of data synchronization

Working with multiple data providers
When you run a query against a single data source, the results of the query are stored in the document's microcube, and the query is identified as a data provider. You can also retrieve data using local data files, such as such as Excel spreadsheets, text files and CSV files. All of these data sources, queries as well as local data files, are known as "data providers" in Web Intelligence. Each data provider only holds data from a single data source. This is very useful when you want to include data from several sources in a single document - irrespective of the format of the original source. It also means you can present related information in a way that helps you compare or analyze data more meaningfully. Once the basic report is built with blocks of related data, you can compare and contrast the information in a single table, add calculations across data sources, create new variables and develop the analysis further. The following graphic is an illustration of this concept:

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2. is an example of combining data from multiple queries on multiple universes. Merged dimensions and data synchronization enormously increase the power and flexibility of Web Intelligence by allowing you to synthesize data from different sources in the same report. The next graphic illustrates how data from more than one source is combined in synchronized blocks in the same document. A document that displays Blocks 1. What is data synchronization? This lesson describes how to synchronize multiple data providers in a Web Intelligence report by merging them on common dimensions. A document that displays block 4 with blocks 1.• Blocks 1 and 2 are different views of the data provider created by a single query using the Universe A. and 3. Using Multiple Data Sources—Learner’s Guide 219 . rather than simply including the data. and 3 is an example of combining data from multiple queries using a single universe. After merging common dimensions you can place dimensions from different data providers in the same block. • Block 3 displays a view of the data provider created by a second query using the Universe A. 2. views of data from Universe A. • Block 4 displays a view of the data provider created by a query using Universe B. Synchronization is the term used to describe the merging of data from multiple data sources into a single block in a report.

220 Web Intelligence Report Design—Learner’s Guide .• Block 1 is created by combining data from two different data providers which contain the results of queries using the Universe A. • Block 2 is created by combining data from data providers which contain the results of queries using both Universe A and Universe B.

and the second shows data involving only those objects you just dragged to the Document zone. Select a few of the objects from the Data tab and drag them next to the first block of data in the Document zone. After completing this unit. Using Multiple Data Sources—Learner’s Guide 221 . 2. you will learn to project data from several queries into multiple data blocks in a Web Intelligence document. Create a new document using several objects. The report now displays a single block of data. The report now displays two blocks of data. To project data from a single query in multiple blocks 1. For example. Block 1 and Block 2 show different sets of data retrieved from the same query. you will be able to: • • • • Project data from a single query in different report blocks Project data from more than one query using a single universe Set options to automatically merge dimensions with the same name Project data from queries using multiple universes and personal data sources Projecting data from a single query in different blocks You can use multiple blocks of data to project different views of data from a single query. in this image. and the same universe. The first shows all the objects in the query.Creating multiple queries in a document In this unit.

222 Web Intelligence Report Design—Learner’s Guide . and expand the document's data by using two separate data providers. Select Universe and click Next. 3. To project data from two queries in multiple blocks 1. Projecting data from multiple queries using a single universe If the document contains a set of data returned by an existing query. you have already seen how to edit the query to include more objects. The Add Query dialog box displays. Save the document. The Query panel displays.Both blocks were built using data from a single query. You can also choose to add a second query to the document. select different objects from the same universe. Click the Add Query button on the toolbar. 2. 3. and expand the data contained in the data provider. Click Edit Query to begin adding the second query.

Select the appropriate universe for the second query. Using Multiple Data Sources—Learner’s Guide 223 .The Universe dialog box displays. Click OK. 5. 4.

224 Web Intelligence Report Design—Learner’s Guide . 7. 8. Click the drop-down arrow next to the Run Queries button. Note that at the bottom of the panel. type a name for the query and press the Return key to replace the default name of this query. • Right-click the query tab. there are two tabs now: Query 1 and Query 2.A second tab appears in the Query panel. You can use these tabs to toggle back and forth between the two query definitions. Change the default name of Query 2 using one of the following methods: • Click the Properties tab. and press the Return key to replace the default name of this query. In the Name field. select Rename Query. type a query name and press the Return key to replace the default name of this query. 6. type a name for the query in the Name field.

It is a best practice to only run the relevant query. or all of them at once. Using Multiple Data Sources—Learner’s Guide 225 . When you choose to insert a new table. select the query or queries you want to run.When the query is not the first query in the document. you cannot determine its position in the report. The New Query dialog box displays. From the Run Queries drop-down menu. specify in the New Query box how its data will be displayed. 10. (You can add the objects returned by the query to the report later.In the New Query dialog box. Include the data in the document without displaying the data on a report. select the Include the result objects in the document without generating a table option and click OK.) Include the result objects in the document without generating a table Note: Not generating a table gives you more control over where you want to insert the new data. It can even display on top of the existing tables. Display the data on the currently selected report in a new table. The options to include the data from the new query in the report are listed. 9.The drop-down menu allows you to decide if you want to run only one of the queries in the document. Option Insert a table in a new report Insert a table in the current report Description Display the data on a new report in the document. Running all queries can negatively impact the data retrieval time and the accuracy of the data across multiple data providers. 11.

In the Data tab. indicating that the two have been automatically merged to create a single.The object listing changes to show the objects grouped by query.Select Query. Now you are ready to project the data from both queries into a single block in the report. 226 Web Intelligence Report Design—Learner’s Guide . The top-level object is identified by a double-cubed. blue dimension icon. 12. click the drop-down arrow for Arranged by: Alphabetic Order. 13.dimension object. This indicates that the same object has been used in two different queries. 15.The objects you selected in the new query appear in the Data tab. 14. The folder expands to display two objects. click + next to an object that you included in both queries.At the bottom of the Objects window.

and drop them in the Document zone. identified by the double-cubed dimension icon. About automatically merged dimensions When you use the same object in two different queries. Using Multiple Data Sources—Learner’s Guide 227 .To project data from a merged dimension into a single block 1. select all required objects. including a merged object. but you are still able to combine both in a single block of data. as shown here. Insert a new report in the document. The data has been retrieved by two different queries. From the Data tab. 2. Web Intelligence automatically merges the two instances of the same object and creates a combined object.

The objects are shown as combined into a single object because the Store name objects come from the same universe and. If you do not want Web Intelligence to automatically merge multiple instances of the same object in a single document. In the Document Properties pane. the Auto-merge dimensions option tells Web Intelligence whether it should automatically merge a dimension when the same object is used in more than one query in a single document. but if this does occur and you use them in more than one query in a document. using the Document Properties pane. a well-designed universe does not have two different objects of the same name. or of different data types. Web Intelligence automatically merges dimensions only when the same object is used in more than one query in a document. as a result. Web Intelligence will automatically merge them. have the same object and universe ID. 228 Web Intelligence Report Design—Learner’s Guide . you can clear the Auto-merge dimensions option at the document level. Ideally.

the change takes effect the next time you create a document with two queries that reference the same object. display the Document Properties pane using one of the following methods: • Click File > Properties on the Web Intelligence Rich Client menu bar. • Clear the option if you do not want the dimensions to be automatically merged. The Document Properties pane opens to the right of the Web Intelligence Rich Client window. Clear or select the Auto-merge dimensions option. When you clear this option. • Right-click the report tab and select Document Properties.When you clear this option. To change the automatic merge dimension setting 1. your change takes effect the next time you create a document with two queries that reference the same object. • Select the option to automatically merge a dimension when the same object is used in more than one query in a single document. 2. Using Multiple Data Sources—Learner’s Guide 229 . In the Web Intelligence Rich Client window.

3. The Add Query dialog box displays. 230 Web Intelligence Report Design—Learner’s Guide . The Universe dialog box displays. 2. You can also build a query against a different universe and include the data retrieved as a new data provider in the document. These blocks are views of data providers with data retrieved using a single universe. To display data from two data sources in multiple blocks 1.Projecting data from queries using multiple universes You have used data from a single universe to produce multiple blocks in reports. Click Add Query. Select Universe and click Next. Click Edit Query to add a new query.

10. A new tab appears in the Query panel. Click OK. Select the appropriate data source for the new query. 9. Click the Properties tab. Click the drop-down arrow next to the Run Queries button. 6. In the Name field.Select the new query from the list. move the necessary objects into the Result Objects pane. 8. In the new query tab. 7. type the query name and press the Return key to replace the default name of the first query as well. 5. Using Multiple Data Sources—Learner’s Guide 231 .4.

232 Web Intelligence Report Design—Learner’s Guide .The New Query dialog box displays. The objects from the new query now appear in the Data tab.In the New Query dialog box. 11.Save the document. A new table is inserted next to the existing table and the table from the new query is projected into the new table: 14. 13. click the tab for the first report.From the data tab. 12. drag the objects for the new query to the Document zone until they are positioned next to the existing table.In the Document zone. select the Include the results objects without generating a table option and click OK.

Synchronizing data with merged dimensions In the previous exercise. Web Intelligence will not automatically be able to interpret the relationship between them. you will be able to: • Explain why it is important to merge dimensions that retrieve related data • Synchronize data by manually merging dimensions • List rules that are important to be aware of when merging dimensions What happens when dimensions are not synchronized In the previous exercise. 2. For example. Web Intelligence cannot automatically merge the dimensions. So far. you need to synchronize the data by merging dimensions. the Sales revenue dimension from the eFashion universe. you retrieved data concerning stores. Insert a new report in the document. select the required objects for your report. from both single and multiple universes. To do this. Because the data comes from two different data providers. and the Number of Employees Using Multiple Data Sources—Learner’s Guide 233 . After completing this unit. Web Intelligence cannot know in what way the data is related and your report will not show relevant results. including objects which come from different data sources but concern related information. • The Store object in the "Employee query". from the eFashion universe. even though they retrieved similar data: • The Store name object in the "Revenue query" and the "Margin query". you have seen how to project data from multiple queries in a document. but you used two dimension objects that had different names. If you try to combine data from the two objects in a single block. from the eStaff universe. if you do not synchronize the dimensions with similar data. Because the dimension objects come from different universes. you have not tried to merge data from different data sources into a single block (table or chart). From the Report Manager Data tab. To synchronize data with merged dimensions 1.

so Web Intelligence does not know how to properly interpret the data. The data retrieved by these objects is projected automatically into a vertical table. 2. so it would make sense to use both objects together in a report. The block is projecting data from unsynchronized queries. Optionally. To manually merge dimensions from different universes 1. ensure that the Reporting toolbar is displayed. Drag the objects and drop them into the blank report space. Synchronizing queries by manually merging dimensions You can define the relationship between objects from different universes by manually merging the dimensions to synchronize the data they retrieve. to view the dimension objects available for merging with dimension you want to merge. In the Web Intelligence Rich Client window. 3. click the dimension you want to manually merge. Merging dimensions manually allows you to identify the objects that retrieve common data in both queries. 4. After you merge the dimension. The object is highlighted: 234 Web Intelligence Report Design—Learner’s Guide . However. you can compare information between the queries more accurately. in the Data tab. the data is incorrect.dimension from the eStaff universe both concern the same business.

Web Intelligence indicates that you could choose to merge the selected object with any of the other dimension objects in the document's queries. click the dimension you would like to merge the previously selected dimension with. Below and to the left is a list of any merged dimensions that already exist in the document. 4. Click the Merge dimensions button on the Reporting toolbar. 5. Using Multiple Data Sources—Learner’s Guide 235 . These objects are highlighted in italics because they are all the same type of object as the selected object: that is. categorized by the query that they belong to.Note that all the dimension objects listed in the Data tab are suddenly displayed in italics. select one of the dimensions you want to merge. The dimensions that are available to be merged appear in the top zone of this dialog box. The Merge Dimensions dialog box displays. In the Available Dimensions area. they are all dimension objects. 3. In the Available Dimensions area.

Click the Merge button. the values may not be identical. Optionally. The Merge dimensions dialog box expands to display all the values returned by these dimensions. The Edit Merged Dimension dialog box displays. Click OK to close the dialog box.6. but they should be of a similar type. 236 Web Intelligence Report Design—Learner’s Guide . click the Values button to view all the values returned by these dimensions. The dimensions you selected for merging are listed as the objects included in the merged object. 8. Depending on the dimension objects you are merging. 7.

This is known as synchronizing data using merged dimensions. Some rules about synchronizing with merged dimensions Merging dimensions is the process of creating a link between two queries based on an object with common values so that in effect the objects become one. Web Intelligence creates a new dimension that retrieves all the values from all the original dimensions that make up the merged dimension. you see in the Data tab that the merged dimension you created includes both of the dimensions you selected to merge. it retrieves data from both queries. Save the document. The report should appear like this: 9. When you merge dimensions. Using Multiple Data Sources—Learner’s Guide 237 .Now. When you project data into a block using this merged dimension.

• Any number of dimension objects can be merged between two queries.There are a number of rules to remember when merging dimensions from multiple queries: • You can only link on dimension objects. • Although the actual values do not have to be the same. if one object is character-based and the other numeric you cannot link the objects. • A measure object can be synchronized successfully only to the lowest level of detail that is common between the two different data sources. FY04 and 2004 would be seen as two separate values. all data held in a data provider is case-sensitive. • The format of the values must be the same. a query with Year can be linked with another query with Year and Month. • The dimension objects do not have to have the same names. However. 238 Web Intelligence Report Design—Learner’s Guide . Extra spaces in some values can also mean that the objects cannot be merged. the synchronized block is only able to display data at the Year level. For example. for example. and therefore any common values must be in the same case. • The dimension objects must have a common data format. • Any number of queries can be linked by common dimension objects. For example. Store name and Store. For example.

• The default user document folder (C:\Documents and Settings\%currentUser%\My Documents\My Business Objects Documents\userDocs).Using a personal data provider The Web Intelligence Rich Client application allows you to enrich corporate data with personal data that you upload to a document. an error message displays: • The folder where the local data file was stored when the data provider was created. Acceptable personal data formats are: • Excel • Text • CSV Note: When a query is based on a personal data file and you refresh the query. • The same folder as the Web Intelligence document. you will be able to: • Upload personal data to a document • Link personal data to universe data Using personal data The Web Intelligence Rich Client application allows you to upload personal data to a document along with corporate data. click Document ➤ New . When Web Intelligence Rich Client does not find the data file in one of the following locations. select the Local data source option and click Next. How you upload personal data depends on whether you are creating the first query in a document or adding a query to an existing document: • To create a new document and its first query. Web Intelligence Rich Client searches for the personal data file in specific files. from the document. 2. Using Multiple Data Sources—Learner’s Guide 239 . click the Edit Query button in the toolbar and the Add Query button in the Query Panel. In the Add Query dialog box. After completing this unit. • To add a query to a document that already contains at least one query. To upload personal data to a document 1.

The PDP dialog box appears.

3. In the PDP dialog box, click Browse and select your personal data provider. Depending on the format of your personal data file, the PDP dialog box displays the options that you can define for the data and display. For a Text or CSV file, the following dialog box appears:

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For an Excel file, the following dialog box appears:

4. Select the values for these options. 5. To display the column heading for your data in the first row of your report, select First row contains column names. 6. Click Next.

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The Query panel displays.

In the Query panel, you see: • In the Result Objects panel, objects corresponding to the column of data in your personal data provider. • A Data Sample panel that displays some of the data in your personal data provider. • The Object Properties panel where you can define the objects from your personal data provider. 7. To define an object, select it in the Result Objects panel and, in the Object Properties panel, select the appropriate qualification. 8. Click Run Query. Your personal data displays in your Web Intelligence document. 9. Save the document.

Linking personal data to universe data
Generally, personal data allows you to supplement the data from the universe with additional, pertinent information. In some cases, the data from the universe and a local data provider is most meaningful when you can present it in a single table or data block. Just as when you combine data from separate universes, you need to synchronize the data from a universe and local data provider. You can use the Merge Dimensions dialog box to select common dimensions from queries on different data sources and merge them into a single dimension.

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Remember that the dimensions must be the same data type and retrieve semantically-related data in order for them to qualify as merged dimensions.

To link personal data to universe data
You can merge the data from a personal data provider with data from a universe from within the document that contains objects from these data sources. 1. In the Data tab, click the dimension you would like to merge with a dimension from a local data source or universe. 2. Click the Merge dimensions button on the Reporting toolbar. The Merge Dimensions dialog box displays.

3. In the Available Dimensions area, select one of the dimensions you want to merge. 4. In the Available Dimensions area, click the dimension with which you want to merge the dimension previously selected. 5. Optionally, click Values to view all the values returned by these dimensions.

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The Merge dimensions dialog box expands to display all the values returned by these dimensions. Depending on the dimension objects you are merging, the values may not be identical, but they should be of a similar type.

6. Click Merge. The Edit Merged Dimension dialog box displays. The dimensions you selected for merging are listed as the objects included in the merged object.

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7. Click OK to close the dialog box. Now, you see in the Data tab that the merged dimension you created includes both of the dimensions you selected to merge.

This is known as synchronizing data using merged dimensions. When you project data into a block using this merged dimension, it retrieves data from both queries. When you merge dimensions, Web Intelligence creates a new dimension that retrieves all the values from all the original dimensions that make up the merged dimension. 8. Save the document.

Activity: Synchronizing data
Objective
• Create a new document and synchronize data from two different data providers.

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Instructions
1. Create a new document using the eFashion universe. 2. Build a query that shows Sales revenue per State. 3. Run the query to view your results. 4. Add a new query to the document using the eStaff universe. 5. Build a query that shows the Salary by State. 6. Run new query so that a new table is inserted in the existing report. 7. Synchronize the data so that you can display both the Sales revenue and Salary per State in a single data block. Your third table should look like:

8. Save your document as Activity MultiDP.

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Quiz: Using multiple data sources
1. What term describes the ability to combine blocks of data from different data sources in a single report document? 2. How do you combine data from multiple sources into a single block? 3. What is the term to describe where the results of a query run against a universe are stored? 4. Where can you change automatic merge dimension settings for a specific document? 5. True or False: You can only merge dimensions that have a common data format.

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Lesson summary
After completing this lesson, you are now able to: • • • • Synchronize data from multiple data sources Create multiple queries in a document Synchronize data with merged dimensions Use a personal data provider

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Lesson 9

Analyzing Data
Lesson introduction
This section describes how to create documents that you or other users can analyze in drill mode. When viewing data at a high summary level, you may also want to analyze the data at lower levels to identify the trends or reasons behind that data. By drilling through data, you can quickly and precisely move through data hierarchies to view details at lower levels. After completing this lesson, you will be able to: • Analyze the data cube • Drill in a Web Intelligence document • Set Web Intelligence drill options

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Analyzing the data cube
Drill mode is a feature that allows you to view data from different levels of detail and zoom in on different trends. If a Web Intelligence document has been enabled for drill analysis, users viewing the document either in InfoView or in the Web Intelligence Rich Client can drill down to get more details on one of the data objects used in a table or chart. After completing this unit, you will be able to: • Describe how data retrieved by a query is stored in the document data cube • Explain scope of analysis

About the Web Intelligence data cube
The data that is returned by a query is stored in the document’s data provider. It is convenient to visualize the returned data as being organized as a cube. In your document, the data is displayed as a table. The table is a flat two-dimensional view of the data cube.

Each of the columns in a table represents an axis in the cube. You can edit the document by swapping and manipulating the data within the cube on any axis. When you swap or change data between different axes, the new result is again projected as a flat table in the resulting document. The data stored in the cube allows you to create a report that corresponds to your business needs without having to send another query to the database. If you want to add information to the document that is not in the data provider, then you must add the object to the query and run the query again to get the new information.

What is scope of analysis?
The scope of analysis for a query is extra data that you can retrieve from the database to give more details about the data returned by each of the objects in the query. This extra data does

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not appear in the initial document results, but it remains available in the data provider, so that at any time, you can pull this data into the report to allow you to access more detail. This process of refining the data to lower levels of detail is called drilling down on an object.

In a BusinessObjects universe, the scope of analysis corresponds to the hierarchical levels below the object selected for a query. For example, a scope of analysis of one level down for the object Year, would include the Quarter object, which appears immediately under Year.

You can set the scope of analysis level when you build a query. It allows objects lower down the hierarchy to be included in the query, without them actually appearing in the Result Objects pane. The hierarchies built in a universe allow you to choose your scope of analysis, and correspondingly the level of drill available. You can also create a custom scope of analysis by selecting specific dimensions in the Scope of Analysis pane.

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you will learn how to create documents so that they are drillable. • Viewing the document in drill mode. 3. resize the Query Filters pane and the Scope of Analysis pane by clicking and dragging the borders so that you can view the objects displayed there. In the Query panel. you will be able to: • • • • Build a drillable document Drill down in a data hierarchy while viewing a document Take a snapshot of the drill report Drill in charts Building a drillable document You can only build drillable documents if your BusinessObjects system administrator has authorized your user account to create documents using drill mode. If necessary. either in one of the Web Intelligence report panels or while viewing the document in InfoView. To build a drillable document 1. Create a new document. and analyzing the data at different levels of detail. by yourself or by other users. click the Show/Hide Scope of Analysis Pane button. 2. the level of the scope of analysis for this query is set to None.Drilling in a Web Intelligence document The term drill mode in Web Intelligence refers to two related activities: • Setting up a Web Intelligence document so that you and other users can analyze the reports in drill mode. In this unit. 252 Web Intelligence Report Design—Learner’s Guide . The Scope of Analysis zone opens just below the Query Filters zone in the Query panel. By default. After completing this unit.

Note: The objects included in the Scope of Analysis pane are the dimension objects in your Result Objects pane that are part of a hierarchy in the universe. Click the Display by hierarchies option located below the Data tab pane. 4. The Hierarchies view shows all the predefined hierarchies that have been defined in the universe.The Scope of Analysis pane displays the hierarchical dimension objects from the Result Objects pane. Analyzing Data—Learner’s Guide 253 .

254 Web Intelligence Report Design—Learner’s Guide . Click Run Query. When you run the query. Expand the hierarchy folders to see how the universe objects are organized in hierarchies.5. This means that the document will contain more data than is shown in the report. The query will retrieve values for all the objects in the Scope of Analysis pane. 6. All the objects that are at the selected number of hierarchical levels below the dimension objects you selected for your query appear in the Scope of Analysis pane. In the Scope of Analysis pane. click the drop-down arrow to display the menu options. 7. though it is not displayed immediately in the table. only the objects you selected for the query appear in the table that is generated. Select the appropriate number of drillable levels for the report from the Scope of Analysis drop-down list. The remaining objects will appear in the Data tab. That data will be available for your analysis. A list of levels appears in the drop-down list. 8. but they will not be projected into the report automatically.

10.Click OK. Note: The objects listed in the document's Data tab include all objects referenced by the level chosen for the scope of analysis. Analyzing Data—Learner’s Guide 255 . The values returned by those objects are not yet projected in the report but are available in the document for drill down.Select Crosstab from the Tables tab of the Turn To box. 9. 11. right-click the highlighted gray border around the table and select Turn To from the shortcut menu. Drilling down in the data in a hierarchy You must activate drill mode to be able to drill down the data in the hierarchy of a drillable report.Save the document. it's more effective to use a cross tab table to display information for drilling. The block has been changed to a Cross tab table. To change the table into a cross tab.The Query panel closes and values retrieved display in a vertical table. Note: In most circumstances. 12. click outside the table to highlight it.

3. click the Drill button on the Report toolbar. Position your mouse pointer over the cell you would like to drill on. A tooltip appears below the hypertext link displaying the next level of detail in this hierarchy of data. called the Drill toolbar. 256 Web Intelligence Report Design—Learner’s Guide . Click the cell to drill down to the next level of data. As you are drilling.To activate drill mode 1. To drill back up. 2. All the values in the cells appear underlined with hypertext links. Note: An arrow displays next to the drilled-down data. This toolbar displays the values you have selected to drill down into more detail. With a drillable document open. These hypertext links allow you to drill down the hierarchies to see data at a more detailed level. The table is refreshed to display rows of data applicable only to the cell selected and at the next level of the hierarchy. a new toolbar appears at the top of the document. simply click on the arrows beside each cell.

select the value you would like to drill across to. you drill down on multiple values at once. In a drillable report. Note: Clicking in a cell displaying a dimension value will only drill down for the selected dimension. 2. Click the cell to drill down.To drill across data in a hierarchy 1. Clicking in a cell displaying a measure value allows you to drill down on multiple hierarchies at once. click the drop-down arrow in the Drill toolbar to view the other values you can drill across to. A tooltip appears to indicate that by clicking the cell. After drilling down in a report. To drill down two hierarchies at once 1. position your cursor over a cell in a row or column displaying values for a measure object. 2. From the drop-down list. for example Sales revenue. Analyzing Data—Learner’s Guide 257 . The report displays data concerning the value you selected. you may discover that you need to drill to a lower level than you had previously allowed for when setting the scope of analysis. To edit the scope of analysis When you are drilling on a hierarchy.

When you take a snapshot. Edit the scope of analysis by returning to the Query panel and changing the level of detail that you defined in the Scope of Analysis pane. Note: An additional report tab displays at the bottom of the report. It is only available when you are viewing a report in Drill mode. Web Intelligence inserts a new report after your last report in the document.1. A copy of the table is inserted in the snapshot report but without the drillable hyperlinks. You can continue working in your current report. Click the Take Snapshot of Drilled Report button on the Reporting toolbar. This is useful if you want to isolate certain drilled results. When you take a snapshot. 258 Web Intelligence Report Design—Learner’s Guide . Taking a snapshot of the drill report You can save a version of your drilled results by taking a snapshot of the report. 2. Web Intelligence inserts a new report after your last report in the document. but continue working in drill mode. Click the new report tab to view the copied report. You can work on the new report or the drill report by clicking the relevant report tab. The snapshot button appears next to the Drill button in the Reporting toolbar. but can switch to the snapshot by clicking the new report tab. The new report is a sectioned. filtered report which you can modify. A copy of the report is inserted in the document. To take a snapshot of your analysis 1.

4. 2. Click the Show/Hide Scope of Analysis Pane button on the Query panel toolbar. Analyzing Data—Learner’s Guide 259 . 7. Right-click the highlighted table. 8. 6. A list of levels appears in the drop-down list. click the drop-down arrow to display the menu options. In the Scope of Analysis pane. Select Turn to from the shortcut menu. Select the appropriate number of drill levels from the drop-down list. 5. Drilling in charts You can drill in charts as well as in tables and cross tabs. Click Run Query.3. Note: Resize the Query Filters and Scope of Analysis panes as needed to display all objects in these panes. Click the gray border around the table to select it. To drill in charts 1. Create a new query. Save the document. 3.

11. click + to expand the Data section.Click Drill on the Reporting toolbar.Click the appropriate section in the chart to drill down to the next level.The Turn To box displays. so that you can drill across to other values at the same level of detail. The table displays as a chart block. A tooltip appears indicating that you can drill down to the next level of detail. select the Yes check box. 260 Web Intelligence Report Design—Learner’s Guide .In the Show data zone. The data values are displayed and identify each section in the chart. 14. The chart is refreshed and displays the drilled-down data. 10. 13.Click + to expand the Values section.Position your mouse pointer over the sections of the chart. 15. The filters drop-down list appears in this area as you drill. Note: You can see from the Report ManagerData tab that additional levels of objects are available in the document. Select the type of chart you want to display and click OK. The Drill toolbar is displayed just above the Document zone.From the Properties tab of the Report Manager. 9. 12.

Click the arrow next to the drop-down list and select a different value from the list.A filter drop-down list appears above the chart. across and up can also be accomplished from a shortcut menu that displays when right-clicking on drillable data. which allows you to drill across to see other data. Analyzing Data—Learner’s Guide 261 .Save the document. Tip: Drilling down. 17. 16. The chart is refreshed and now breaks down the chart sections to display the new values selected.

in the Java Report Panel. 262 Web Intelligence Report Design—Learner’s Guide . or at the document level. or if you simply view the document in the InfoView main window. the modifications are implemented the next time you start drill mode. After completing this unit. This unit tells you: • About the drill options available to you • How to select the drill options appropriate for your analysis When you modify your drill options. you specify how reports will change each time you drill by setting your drill options in the Web Intelligence Rich Client application. These settings apply when the document is opened in Web Intelligence Rich Client. in InfoView. you will be able to: • Set general drill options • Define query drill mode • Set a Web Intelligence document to query drill mode Setting general drill options in Web Intelligence Rich Client The Web Intelligence Rich Client Options dialog box provides a number of settings that allow you to determine how drill mode is activated when you view Web Intelligence documents.Setting Web Intelligence drill options Before you begin a drill session.

If you do not select this option when drilling in a report. Start drill on the existing report Prompt if drill requires additional data Synchronize drill on report blocks Hide drill bar Analyzing Data—Learner’s Guide 263 . the report displays the drilled values. When you drill in a Web Intelligence report.or lower-level information that is not included in the query's scope of analysis. Select this option if you want the current report to become drillable when you launch drill mode. not just the block you have selected. When you end drill mode. The next dimension in the drill path replaces the previous dimension in all blocks of the report. You drill on the duplicate report. the prompt allows you to apply filters to the extra dimensions you include in the new query. Select this option if you do not want to display the Drill toolbar as you drill. When you end drill mode. This means you can restrict the size of the query to just the data necessary for your analysis. the drill operation is applied only in the selected block of the report.You can use this dialog box to set drill preferences according to the following guidelines: Option Description Start drill on a duplicate report Select this option if you want InfoView to create a duplicate of the current report when you launch drill mode. The prompt message asks you to decide whether you want to run the additional query or not. Select this option if you want Web Intelligence to prompt you with a message every time a new query is necessary. In addition. Select this option if you want Web Intelligence to synchronize drilling across all the blocks in a report. both the original report and the drilled report remain in the document. you may want to drill to higher.

For example. the next time you create a Web Intelligence document and define the scope of analysis for drilling. It displays the value on which you drilled.Option Description By default. if you drill down on the year 2003. Q2. regardless of the Web Intelligence report panel you have chosen to use for creating documents. the settings you defined will apply. and allows you to select other values to filter the results differently. Click Tools ➤ Options The Options dialog box opens. If you change the default settings. 264 Web Intelligence Report Design—Learner’s Guide . the Drill toolbar appears at the top of the drilled report. Q3 and Q4 for 2003. To set general drill options 1. the value 2003 will appear in the Drill toolbar and the values displayed in the report block will be Q1.

Note: When you modify the Scope of Analysis. running aggregates. Query drill is also useful for reducing the amount of data that Web Intelligence must store locally during a drill session. For such a database. It is designed in particular to provide a drill mode adapted to databases which contain aggregate functions that Web Intelligence either does not support. you can drill into the detail level contained in the Scope of Analysis. you do not generate and run a new query because the data is present in the data provider. Modify the default settings as required. you Analyzing Data—Learner’s Guide 265 . Generally. ranks. you can set Web Intelligence to drill in “query drill” mode. Web Intelligence is able to purge unnecessary data. Because query drill reduces the scope of analysis when you drill up. distinct counts. Click OK to accept the new settings. 3. Because query drill modifies the query at each drill operation. click the Drilling tab. when you use the standard drill mode. The kinds of aggregate functions that are candidates for drilling in query drill mode are: percentages. When can you use query drill? You use query drill when your report contains aggregate measures calculated at the database level. the settings you defined will apply. When you drill. Often. However. you generate and run a new query to retrieve new data. a large report using the standard drill mode takes time to load. standard deviations and variances. edit or view a Web Intelligence document. Using query drill When you create. Understanding the impact of query drill on performance In standard drill mode. regardless of the Web Intelligence report panel you have chosen to use for creating documents. it ensures that these aggregates are recalculated by the server each time you drill. which behaves differently from the standard drill mode described so far in this lesson. your report may store more data than the end user wants to see. The next time you create a Web Intelligence document and define the scope of analysis for drilling. Web Intelligence drills by modifying the underlying query (adding and removing dimensions and query filters) in addition to applying drill filters. many databases contain aggregate functions that Web Intelligence does not support or cannot calculate correctly when you use the standard drill mode. Web Intelligence aggregates and displays information at the required detail level. lead and lag functions. 4. In the Options dialog box. When you use standard drill mode.2. or cannot calculate accurately at the report level during a drill session. but requires only one refresh. When you activate query drill.

you modify the query and allow the server to process the aggregates at each drill level. the report requires multiple query refreshes. Create a new document or edit an existing document. 2. depending on the detail level required. To do this. In query drill mode.can use query drill mode to use the aggregates from the database. • Click File ➤ Properties. the server processes all aggregate calculations at each level when drilling down. Display the Document Properties pane: • Right-click the report tab at the bottom of the Web Intelligence Rich Client window and select Document Properties from the drop-down menu. Consequently. In the Document Options section. 266 Web Intelligence Report Design—Learner’s Guide . reports load faster than the report with standard drill mode and the aggregates may calculate more quickly. query drill will be activated. The Document Properties pane appears on the right side of the Web Intelligence Rich Client window. To set query drill 1. 3. The next time you or another user switches to drill mode in this document. On the other hand. select the Use query drill option.

Run the query to view your results. Define the Scope of Analysis using the Lines hierarchy to display the following levels: Category. Save the document as Activity Drilling. Which color under the Canvas Jacket SKU has the highest sales revenue? Analyzing Data—Learner’s Guide 267 . 4. Drill on the report to answer the following questions: Which jacket category has the highest revenue? List the SKU descriptions for the items under the Outdoor category. Note: When you set the scope of analysis level. 3. 2.Activity: Analyzing data Objective • Create a drillable document by defining a scope of analysis in the report. SKU desc and Color. 5. select the Custom option and drag the objects you want to include into the Scope of Analysis zone to create a custom scope. Create a new document showing Lines and Sales revenue. Instructions 1. Your report should look like the example below: Note: Activate drill mode to enable drill down.

Which two activities are these? 3. What is a Scope of Analysis for a query? 2. How is query drill mode different from the standard drill mode? 4. Drill mode in Web Intelligence refers to two activities.Quiz: Analyzing data 1. Under what circumstances are you most likely to use query drill mode instead of standard drill mode? 268 Web Intelligence Report Design—Learner’s Guide .

Lesson summary After completing this lesson. you are now able to: • Analyze the data cube • Drill in a Web Intelligence document • Set Web Intelligence drill options Analyzing Data—Learner’s Guide 269 .

270 Web Intelligence Report Design—Learner’s Guide .

or from within InfoView.Lesson 10 Managing and Sharing Web Intelligence Documents Lesson introduction Using Web Intelligence Rich Client. you can share your documents with colleagues .both BusinessObjects users and non-users. You can also use InfoView to schedule a document so that it is refreshed automatically at specified times. you will be able to: • • • • • • • Export documents from the Web Intelligence Rich Client to the CMS Log onto InfoView and view the document you exported Manage documents in InfoView folders and categories Share Web Intelligence documents with InfoView users Set InfoView preferences Describe the Web Intelligence report panels Log off from InfoView Managing and Sharing Web Intelligence Documents—Learner’s Guide 271 . After completing this lesson.

for organizing documents associated with a particular project. Files stored to Public Folders are available to other InfoView users. • Can hold many documents.Exporting documents to the CMS So far you have been working in the Web Intelligence Rich Client. In this lesson. you will be able to: • Export a Web Intelligence document to the CMS Exporting a Web Intelligence document Documents are exported to the CMS in their current state. accessed. • Can be Corporate (Corporate Categories) or Personal (Personal Categories). A newly created document that is exported before being saved will be given the name "Document X". • Can be Public (Public Folders) or Personal (My Favorites). a portal that you access via your internet browser. and can optionally select a category with which you want to associate the document. and shared by multiple users. you are going to work with Web Intelligence files in InfoView. After completing this unit. Folders and Categories When you export a document to the CMS. All the documents that you have saved have been stored on your local computer. However. for instance. but Personal categories are accessible only to you. Files stored to folders within My Favorites are only accessible to you. you must first export the document to the CMS. Folders: • Are used as containers for documents to store and organize information within the system. a standalone application that can be operated either connected to or disconnected from the BusinessObjects Enterprise Central Management Server (CMS). Corporate categories are accessible to other users. 272 Web Intelligence Report Design—Learner’s Guide . you can export a document to the CMS without saving it locally. you can create shortcuts to documents and place the shortcuts in other folders. where X is the document creation order in the session. One of the advantages of InfoView is that it allows Web Intelligence documents to be published. This means that in addition to locally-saved documents. • Allow users to view documents across the system because a category is not constrained by the document's storage location. you need to select the folder in which you want to save the document. and are therefore accessible only to you. A document can only belong to one folder. To make a Web Intelligence document that you created with the Web Intelligence Rich Client available via InfoView. Categories: • Are used to tag documents in a meaningful way to classify them for organizational purposes. including all modifications made since they were created or opened.

An "Export Successful" message appears at the bottom to indicate the export was successful. In the Export Document dialog box. click the Categories tab and select one or more available categories. 3. The document is exported to the CMS. where it is available in the folder you chose. 5. click the Folders tab. After you start the export. Click Export. 4. Managing and Sharing Web Intelligence Documents—Learner’s Guide 273 . then select the folder in which you want the document to be published. From the document you want to export. associated with the categories you chose. To export a Web Intelligence document to the CMS 1. click File ➤ Export to CMS. Click Close. you cannot cancel it. To associate a category with the document. 2.The folders and categories that you see in the Export Document dialog box are the same as those you will encounter in the Navigation Panel in InfoView.

274 Web Intelligence Report Design—Learner’s Guide .Logging onto InfoView Each time you log onto InfoView. To access the InfoView Log On page Before you can use InfoView and Web Intelligence you need the following information: • Your user name and password Contact your administrator for these details if you do not already know them. You access Web Intelligence by using your web browser to log onto InfoView. the BusinessObjects Enterprise server checks your user account name and details to see that you are an authorized user. you can also launch InfoView via the Start menu. Tip: When you have one or more BusinessObjects client tools installed. you can analyze and enhance Web Intelligence reports. To log on. you must start your web browser. Launch your web browser. 2. Point your browser to the InfoView bookmark or URL. 1. you first need to view the InfoView Log On page. Once you are in InfoView. InfoView is the part of Web Intelligence that acts as a portal to all the information available to you. After completing this unit. you will be able to: • Access the InfoView Log On page • Describe the InfoView Home page and what activities you can use it for Accessing the InfoView Log On page To use InfoView. the corporate business intelligence portal.

your own Home page may not differ in appearance from the following screen capture: Managing and Sharing Web Intelligence Documents—Learner’s Guide 275 . In the Password box. The InfoView Home page appears. The Home page The first time you start InfoView. Depending on how your system administrator or you configure InfoView. 5. 3. the Home page opens by default. Click Log On. In the User Name box.The InfoView Log On page appears. type your password. type your user name. 4.

You can return to the Home page at any time by clicking the Home button in the Navigation Bar. click Document List. My Favorites. About InfoView folders In My Favorites. 276 Web Intelligence Report Design—Learner’s Guide . you can choose to store any documents or subfolders that you create yourself. or My Inbox to access the folders in which documents are stored.From the Home page.

Document List. About. Send To (to send a document to various locations). and Accounts Receivable. About InfoView categories In InfoView. For example. regardless of which folders they are actually stored in. Using categories in InfoView is a way of grouping documents together. while categories are a way to classify your information. you could place your financial reports and documents into a folder named Finance and you could classify or tag your reports that deal with specific financial matters as Payroll. How the InfoView Document List view is organized The InfoView Document List view is organized into the following areas: • Title Bar: This area contains the desktop logo and a message displaying your user account name. documents can also be organized in Personal or Corporate Categories.The Inbox contains documents that have been sent to you by other users. Log Out. Folders and subfolders are used to organize documents. and Help. Creating new documents From the Document List view. Public Folders are created by administrators and may contain subfolders created by users who are authorized to do so. if your system administrator has authorized your user account to do so. • Navigation Bar: This area contains buttons for Home. you can create new documents using Web Intelligence. Preferences. Setting InfoView Preferences You can access InfoView options to define document viewing settings by clicking Preferences on the InfoView Home page. Accounts Payable. Open. Dashboards. Managing and Sharing Web Intelligence Documents—Learner’s Guide 277 .

your Inbox. New. • Workspace Panel: This area displays the documents connected with a specific folder or subfolder as well as the documents associated with specific categories. or categories. The Navigation Panel displays a My Favorites folder. The area also displays buttons for Refresh . Add.• Navigation Panel: This area displays folders. Organize. when the Switch to Categories button is active. and Public Folders. Actions. Note: Under Public Folders you can find sample reports and documents. The Categories area contains all the Public or Personal categories that an administrator or an end user has created. Search and Page navigation. when the Switch to Folders is active. 278 Web Intelligence Report Design—Learner’s Guide .

• Please note that. you and learners may not have access to all folders and categories that appear in the screen captures in this unit. You can access these documents from your InfoView Public Folders or Corporate Categories. • My Favorites . you may also be authorized to create new folders in Public Folders. Click the New button on the Navigation Bar. 3. Managing and Sharing Web Intelligence Documents—Learner’s Guide 279 . you can access three different document storage areas: • Public Documents . you can create new folders to organize your documents. With InfoView. meaning InfoView displays them in a tree in the Navigation Panel . • Manage folders and categories • Manage documents in folders and categories Folders and categories in InfoView InfoView provides you with two main ways to navigate through documents and organize information: folders and categories. In the Navigation Panel . These documents have been published by other BusinessObjects users. Each of these navigation methods is hierarchical. depending on the constraints of your rights within the learning environment. The Create a New Folder page opens in the Workspace Panel. These documents are stored in space on the BusinessObjects server that has been reserved for your own use.a catalog of documents that other InfoView users have sent to you. After completing this unit. Select Folder from the drop-down list. 2. To create a new folder 1.Managing documents in InfoView InfoView is the part of BusinessObjects that acts as a portal to all the information available to you. Creating folders Folders are a way of organizing your documents. Depending on the access rights granted you by the BusinessObjects administrator.a catalog of all the documents that you have chosen to save for your own personal use. • Inbox .a catalog of all the documents that you are authorized to access in the BusinessObjects Central Management Server. you will be able to: • Describe InfoView folders and categories. click + to expand the folders and select the location you want to add a new folder to. In the InfoView Navigation Panel.

Copying and moving documents and folders Using the Workspace Panel and Navigation Panel toolbars. You can copy a document into a different folder and also copy a subfolder into a different folder. You can now save documents or other objects to this new folder. Note: You may need to click the Refresh button in order for the new folder to show. When you move a document or folder. locate the document or folder you want to copy and select it. To copy documents and folders 1. In the Navigation Panel. you can copy and move documents and folders to new locations. The new folder appears in the Navigation Panel. Click OK. it is deleted from its original location. Click the Organize button from the toolbar located above the document list. Type an appropriate folder name in the Folder Name field. 2. 5. 280 Web Intelligence Report Design—Learner’s Guide .4.

6. Click the Organize button. The document has been moved to the location you selected. Select Paste from the Organize drop-down menu. 4. Select Cut from the Organize drop-down menu. Click Organize. The screen refreshes and the copied document or folder displays in the folder's document list. click Paste. Deleting documents and folders You can delete documents and folders by using the Delete function in the Organize drop-down menu from the Navigation Panel. From the Organize drop-down menu. 2. 3. Select Copy from the Organize drop-down menu. select the document you want to move. In the Navigation Panel. select the location to which you want to move the document. 5. In the Workspace Panel. you would like to group together all the documents that concern each different Managing and Sharing Web Intelligence Documents—Learner’s Guide 281 . regardless of where the documents are actually stored. To move the document to a new folder. 5. Categories make it easier to sort and find documents in document lists. In the Navigation Panel. you may have a number of documents that report annual sales figures. To move documents 1. However. 4. You can assign related documents to a specific category. Creating categories Categories allow you to reference documents.3. select the location to which you want to paste the document or folder you just copied. 6. click the Organize button from the toolbar located above the document list. The documents are stored in folders that have been organized according to quarter and year. For example.

From the Navigation Bar. You can create a category per region. 3. Select Category from the New menu. To create a personal document category 1. and then associate the documents to the appropriate regional category. as well as how to add a document to an existing category. click New to view the drop-down menu. in which each category lists documents that are related to a certain aspect of your business. 2. In this section. The documents are still stored in folders organized by quarter and year. The Create Category dialog box displays. The list of available options displays. you will learn how to create a new personal category.region in your organization. By creating categories that are appropriate to your business. The Navigation Panel view switches to display categories. but they are also referenced in a category for each region. 6. marketing. Type a name for the new category in the Enter a new category name: field. such as region. 5. Select the Switch to Categories button from the Navigation Panel toolbar. 282 Web Intelligence Report Design—Learner’s Guide . 4. or sales. Select Personal Categories as the location for your new subcategory. you create a reference system. Click OK .

Managing and Sharing Web Intelligence Documents—Learner’s Guide 283 . Searching for documents The Search feature in InfoView enables you to search for documents within categories or folders by the document title. The Advanced Search page opens. • Create a shortcut to a document. Any object with your search term in the title displays in the Workspace Panel.The new subcategory displays in the Navigation Panel within Personal Categories. you can save documents to folders and categories. 2. Click the folder that you want to search. Click the Search title drop-down arrow and select Advanced Search. On the Navigation Bar. To search using complex search criteria 1. To search for documents in InfoView 1. There is also an Advanced Search feature that allows you to be more specific in your search criteria. • Filter documents in a list. You can also use InfoView to: • Search for specific documents. Note: You can use the same procedure to create Corporate Categories and subcategories. Managing documents in folders and categories Using InfoView. 3. Click the Execute search button. or all fields. when your BusinessObjects administrator grants you access to this functionality. keywords. type your search term in the field.

type your search text. Any documents matching your search are displayed in the Workspace Panel. Click Search. and text files. object packages. you can add a filter. In the appropriate Search by field. The various document types that you can filter include documents from Web Intelligence and other BusinessObjects end-user querying tools. Applying a filter to your document lists allows you to view only documents of a certain type. Filtering documents in a list By default. If you want to temporarily limit the type of documents displayed to improve search capabilities. Click the folder containing the documents you want to list. In the Search by Location area. select the check box next to the name of the folder(s) in which you want to search. 284 Web Intelligence Report Design—Learner’s Guide .2. all documents that you are authorized to view are displayed in your folder and category lists. Microsoft Excel. 3. 4. To filter documents in a list 1. program objects. Power Point.

scroll to the bottom of the list and click OK. Select the appropriate filter type from the menu.2. 4. 3. Managing and Sharing Web Intelligence Documents—Learner’s Guide 285 . The documents list displays only those files matching the filter type you selected. select All Types from the Filter type drop-down menu and click OK. To remove the filter. Click the Filter type tab button on the Workspace Panel toolbar to view the available filter types.

the Edit option appears on the Document menu as well. The document opens in the Workspace Panel. Click the Document drop-down arrow on the Document toolbar to view the menu.Viewing a Web Intelligence document in InfoView In InfoView. Viewing Web Intelligence documents InfoView allows you to open Web Intelligence documents for easy access. Locate the document you want to open and double-click the document name. After completing this unit. Draft mode and PDF mode. You can modify the document's underlying query if you are authorized to access the universe that was used to create the document. Click the View drop-down arrow on the document toolbar to view the menu. you can view documents that were created with Web Intelligence and other BusinessObjects end-user querying tools if the administrator has authorized you to view those formats. It also allows you to display the Left Panel . If you are authorized to create and edit Web Intelligence documents in one of the report panels. 2. Clicking the document name opens the most current version of the report. 3. you can edit Web Intelligence documents if you are authorized to use one of the Web Intelligence report panels (the Interactive HTML querying and/or reporting panels. Within InfoView. you will be able to: • • • • • Open and view a Web Intelligence document Refresh the data in a Web Intelligence document Save a Web Intelligence document to a personal folder Print a Web Intelligence document when viewing it in PDF format Close a Web Intelligence document. This menu allows you to view the document in different modes: Quick Display mode. as well as documents created with other non-BusinessObjects applications. 286 Web Intelligence Report Design—Learner’s Guide . or the Java Report Panel). Page mode. This menu allows you to close and save the document. To open a Web Intelligence document 1.

4. next to the document you are currently viewing. If the Left panel option is not already selected. The report folder expands and displays all the sections in the report. By default. In the Navigation Map pane. The Left Panel opens in the InfoView Workspace. the Navigation Map pane appears in the Left Panel. click Left Panel on the View drop-down menu. Managing and Sharing Web Intelligence Documents—Learner’s Guide 287 . 5. click + next to the report.

and which was stored in the document when it was saved. and when you have a connection to the data source. The report repositions to show the details on the item you selected. Click Refresh Data from the toolbar in an open document. To refresh a document manually 1. When you do not select the option. Click the Document drop-down arrow on the Navigation toolbar to view the menu. When you select the option.6. in the Save As dialog box. The data is updated in the document. Refreshing a Web Intelligence document When you refresh a Web Intelligence document it retrieves the most recent data from the database and returns the updated values to the report(s). users may notice that the report takes longer to display than they expect. Note: You can modify the data displayed in a document when you are authorized to create and edit documents using one of the Web Intelligence report panels. To save a document in InfoView 1. it merely retrieves the most recent data from the database that corresponds to the underlying query. Consequently. • Every time you or another user open a document. Refreshing the document does not change the query definition used to create the document. you can select theRefresh on open option to automatically refresh the data every time a user opens it. as a best practice. Navigate the report by clicking items in the Group Tree. You can refresh documents in the following ways: • Manually. only use this option when you have a specific reason for automating the refresh. You can update the data in a document while keeping the same presentation and formatting. whenever you choose. To refresh a document every time it is opened When you save a document. the users benefit from always seeing the data that was retrieved when the document was created or last refreshed. 288 Web Intelligence Report Design—Learner’s Guide . depending on how much data the underlying query retrieves.

Adobe Acrobat PDF. The Save As dialog box opens: 3. You can replace the default document title by typing the document name in the Title field. Select Save as from the menu. select the folder to which you want to save the document.You can choose to either save the document to a folder in InfoView. 5. Optionally. in one of several different formats. only use this option when you have a specific reason for doing so. and which was stored in the document when it was saved. 4. while the Save Report to my Computer As saves only the report you are currently viewing. you ensure that users always see the original data that was retrieved when the document was created or last refreshed. in either Excel or PDF format. and select check box beside the category you want to use to reference the document. Click Advanced to see additional saving options. Note: As a best practice. Click the Categories tab. select the Refresh on open option. 6. to save the document to an InfoView folder. When you want the data in this document to be automatically refreshed every time you or another user opens it. 8. Managing and Sharing Web Intelligence Documents—Learner’s Guide 289 . 2. On the Folders tab. or CSV format. The Save to my computer as command allows you to save the complete document to your computer in Microsoft Excel. When you do not use it. type a description of the document in the Description field. 7. or to save it to a location on your computer.

From the document you want to print. 3. Note: Each report within the Web Intelligence document will need to be printed individually. view the contents of the appropriate category folder. Clicking any of the folders or categories in the Navigation Panel will immediately replace the open document with the list of documents contained in that folder or category. To print a Web Intelligence document 1. specify the file name and location for the PDF. open the PDF in a PDF reading application and set the appropriate print settings. To ensure that the document is associated with the correct category. A dialog box displays asking you to open or save the file. Printing a Web Intelligence document To print Web Intelligence documents. Click OK. The document is now saved to the selected folder and referenced by the selected category. Closing a Web Intelligence document To close the Web Intelligence document. In the Save As dialog box. 2. 290 Web Intelligence Report Design—Learner’s Guide . effectively closing the document. click the Export to PDF for printing button on the Reporting toolbar. To print the document. browse to the folder to which you saved the document. never print using the browser print button. close the document in the Workspace panel and.9. To verify that the document has been saved. To ensure quality printing. you can either select the Close option on the Document menu or click the X button in the upper right-hand corner of the Workspace Panel. Click Save. 4. in the Navigation Panel. you need to display the document in PDF format and print it from Acrobat Reader.

or you can choose to save them as public documents in the corporate repository. or you can save it as a public document. Sending a document to users Sending documents is the ideal method for communicating information to individual users and groups of users. Note: You can only save documents to public folders if you have been authorized to do so by the system administrator. From the Navigation Panel. When given the appropriate access rights. your colleagues can then refresh or modify the document and save it again. you will be able to: • Send documents to other InfoView users Sharing documents with InfoView users To share documents with other InfoView users. you can send your documents directly to their InfoView Inbox folder. you can save your reports in Microsoft Excel or Adobe PDF so that they can easily view and print them using Excel or Adobe Acrobat Reader. you are making it available to a wide audience of users. 3. Click the Send to drop-down button on the Navigation Bar to activate the menu.Sharing Web Intelligence documents If you are sharing documents with InfoView users. Select the document you want to send. if you are authorized to do so. Saving a public document When you save a document to a public folder or category. The documents are sent through the corporate repository and users can then retrieve the document from their InfoView Inbox. 2. Managing and Sharing Web Intelligence Documents—Learner’s Guide 291 . Note: You can only send documents to users that have been set up in the system by the administrator. To send a document to another InfoView user 1. If your colleagues are not InfoView users. BusinessObjects stores sent and public documents allowing others to retrieve them. if your BusinessObjects system administrator has authorized you to do so. you can either send a document to a user's Inbox. click + to expand the folder containing the document you want to send to another user. Public documents remain in the repository until removed by the BusinessObjects system administrator. After completing this unit. The available objects display in the Workspace. making it easy to collaborate with one another. This method is ideal for communicating information across an organization.

you must also add the File Extension placeholder at the end. 292 Web Intelligence Report Design—Learner’s Guide . The Business Objects Inbox page displays. and to an FTP or File location. To specify a new filename. To send documents to another user’s email address. Select the appropriate Target Name. or Copy to send a copy of the document. In the Send As area. Clear the Use default settings check box to view the full page. Select the user(s) you want to send the document to and move them to the Selected area by using the > button. Select Business Objects Inbox from the drop-down menu. 8. otherwise the file name will have no extension and will not be sent properly. select Shortcut to send a shortcut link to the document.The available send options display on the menu. Note: Sending a document to a user’s Business Objects Inbox will send the document to that user’s Inbox folder. a user's email. Note: If you create a new target name for the document. You can send documents to another user's InfoView Inbox. 5. Leave the Automatically generated option selected to send the document without changing its filename. 6. 7. select Email. clear the Automatically generated option and type a new name in the Specific name field. 4.

5.. Select the check box beside the document you want to send. Click Title from the list. Click Submit. Managing and Sharing Web Intelligence Documents—Learner’s Guide 293 . That way. 7. you and your colleagues can easily view and print them using Adobe Acrobat Reader or Excel. 4. you can save your reports in Adobe PDF. Otherwise you can send the document to a specific email address. The available objects display in the Workspace.9. 2.. Sharing beyond Web Intelligence To share with colleagues who are not users of Web Intelligence or other BusinessObjects querying tools.Type a message in the Message field. Type the recipient's email address in the To field. 11. 8. Note: You can select the Destination as default if your system administrator has set a default email recipient for you to send your documents. 6.. When you save a document in PDF format. 10. 3. The document is sent to the inbox of the user(s) you selected. Microsoft Excel or CSV format. Click the Send to drop-down button on the Navigation Bar to activate the menu. drop-down button to activate the menu. the page layout and formatting of the Web Intelligence document is retained in the PDF file. Clear the Use default settings check box to view the full page. Click Email. Note: A placeholder is used to add information specific to the report. Click the Add placeholder. from the list.. To send a document to email 1.Select the Add attachment check box. 9. From the Navigation Panel. Type your email address in the From field. click + to expand the folder containing the document you want to send to another user.

Navigate to the document you would like to schedule. To schedule a document 1. you can ensure you have the latest information available for viewing. 2. click Schedule. Note: Unless the email server portion has been configured by the administrator. The default time zone is local to the web server that is running BusinessObjects Enterprise. 12. an instance is created.Click the Submit button to send the email. From the Actions menu. you can schedule a report object (document) to run every night so it's available for you first thing in the morning. and you can click the link to any historical instance. you can view and refresh any Web Intelligence document to retrieve the latest data from the database. You can see a list of instances by looking at a document's history. Therefore. The links on the left of the screen allow you to view and modify different schedule settings. When a scheduled document runs successfully. and select it. instances created later contain more recent data. Scheduling documents in InfoView Scheduling a document lets you run it automatically at specified times.Note: If you just wanted to send an email about this document and not include the document as an attachment. the email will not be successfully sent. For example. check your time zone setting on the Preferences page in InfoView. Note: Before scheduling objects. An instance is a version of the object containing the data available at the time it was run. By scheduling and viewing instances. The Schedule page appears. printing. you would clear this box. 294 Web Intelligence Report Design—Learner’s Guide . and distributing. If you have the rights to view objects on demand.

Caching. 4. you can modify the Formats and Destinations. the additional information required on the Recurrence page depends on the schedule you selected. Click Recurrence. 6.3. Events. The Recurrence page displays. Note: After you select the recurrence schedule. The History page for the document displays. Click the Run Object drop-down arrow and select the appropriate recurrence schedule from the list. indicating the report instance times. and Scheduling Server Group settings as required. Managing and Sharing Web Intelligence Documents—Learner’s Guide 295 . 5. Based on your access rights. When you have entered all the required information. and the status of each instance. click Schedule.

To set general InfoView preferences 1. On the Navigation Bar click Preferences. After completing this unit. The Preferences dialog box opens.Setting InfoView preferences InfoView provides you with the ability to determine your preferences for viewing and creating documents. From the General preferences area. From the Preferences page. alter document viewing preferences for documents. you can alter InfoView general preferences. and change your password. you can modify the following options: 296 Web Intelligence Report Design—Learner’s Guide . you will be able to: • Set general InfoView preferences • Set Web Intelligence preferences Setting general InfoView preferences You can set general InfoView preferences by using the Preferences button on the Navigation Bar.

These formats are not ideal for printing. or a specified folder/category/dashboard. owner. Web Intelligence provides PDF for the users that primarily print their documents. My InfoView. You can define one viewing format as the default option for your user account by setting the appropriate option in the InfoView Preferences page. Web Intelligence provides HTML and Interactive modes that are intended for users that usually look at reports online. The preferences are now applied. viewing locale. Favorites. • For each document list.These options are aimed at users that primarily view the reports over the web. In general. • Quality in Printing . • The default view in the Navigation panel (either Folder or Category). and instance count. date.These options are aimed at users that primarily print their reports. The view format can always be changed after the document has been opened. you can determine which document properties are displayed. About document preferences in InfoView Web Intelligence documents and documents from other BusinessObjects end-user querying tools all have different view options that can be set as default. • Which interface you will use to create Web Intelligence documents. Setting the specific Web Intelligence view options is covered in the next section. • How you will perform multi-dimensional analysis in Web Intelligence documents. 2. The default determines the view that is applied when a document is first opened. • Product locale. • The maximum number of objects displayed on each page. You can also change where documents are viewed: either in the InfoView window or in separate browser windows.• The initial view that displays after logging onto InfoView includes the Home page. your Inbox. These reports print exactly as they appear on the screen and provide much better print quality than HTML. Set preferences and click OK. Managing and Sharing Web Intelligence Documents—Learner’s Guide 297 . including the description. and time zone settings are also determined on this page. About Web Intelligence viewing settings InfoView provides a number of formats for viewing Web Intelligence documents. Setting Web Intelligence preferences The Web Intelligence Preferences area in InfoView preferences allows you to set a number of options that define: • How you view Web Intelligence documents in InfoView. the different views are aimed at satisfying one of two things: • Quality in Viewing .

The Preferred Viewing Locale overrides the product locale if it is different from the product locale and your settings give the preferred viewing locale priority. On the Navigation Bar. This affects the way that InfoView displays data. The Preferred Viewing Locale is the locale that you choose to display data. • Portable Document Format (PDF) . 2.useful if you want to filter. By default. Values displayed in report tables and charts are static. the Preferred Viewing Locale is set to use your browser locale. • Interactive .useful if you want to print a document or save the document to share with someone who does not have access to InfoView or Web Intelligence. The settings that are most appropriate for you depend on your organization's requirements as well as your own preferences. the Product Locale is set to use your browser locale. for example. The Product Locale setting determines the locale that InfoView uses by default. 298 Web Intelligence Report Design—Learner’s Guide . Scroll to the bottom of the General Preferences area. Note: The availability to use this feature depends on how InfoView was installed and what user rights you have. To define your locale format settings 1. This feature will be presented in detail later in this course. Your preferences settings are applied.You can choose to view Web Intelligence documents in the following formats: • HTML . Click OK. click Preferences.useful if you want to navigate reports to view results and refresh the report data to see the latest figures. By default. add simple calculations or drill on the values displayed in the reports. sort. The Preferences page opens. the formatting of numbers and the default sort order. 3. 4. Select the appropriate Product Locale and Preferred Viewing Locale. Ask your administrator if you have the rights to this feature. You can experiment with all of the formats described by changing the default view options in InfoView.

and highly formatted documents with personalized page layouts. Note: You used Web Intelligence Rich Client for the activities presented in this course. The fourth is a stand-alone application available on your desktop. After completing this unit. You can create complex filters. designing report layout. Java Report Panel The Java Report Panel is designed for users who need flexibility with building complex queries. to create and save Web Intelligence documents locally. if your BusinessObjects system administrator has not already defined this for all your organization's users. and to use personal data files to retrieve data for your reports. If you choose to use this panel. • Web Intelligence Rich Client . Managing and Sharing Web Intelligence Documents—Learner’s Guide 299 . which provides the same extended functionality available in the Java Report Panel. also available within InfoView. you will be able to: • Describe the differences among the four report panels available in Web Intelligence • Discuss the functionality of the Web Intelligence Rich Client application About the Web Intelligence report panels Web Intelligence offers four different interfaces that report designers can use to create queries and reports: • Java Report Panel. available within InfoView. InfoView.Describing the Web Intelligence report panels Web Intelligence offers four different interfaces that report designers can use to create queries and reports. you can use all the reporting and formatting features available in Interactive View mode. reporting. that provides most of the querying and reporting functionality available in the other two panels. standalone application. a Windows-based. It has a drag-and-drop interface that allows you to create sophisticated documents containing multiple reports. and formatting functionality. custom formulas. • Interactive HTML. available within InfoView. • Web Accessibility HTML. All four of these query and report panels are described in this unit. It also allows you to work offline. Three of these interfaces are accessible as web applications from within the BusinessObjects Enterprise portal. as well as how to choose which panel you wish to work with. which offers extended querying. and defining formulas and variables. tables and charts. that is designed to simplify the process of creating and deploying a customized version of Web Intelligence in the enterprise.

the Java applet downloads. Web Intelligence Rich Client Web Intelligence Rich Client is a locally installed Microsoft Windows application that lets you work with Web Intelligence documents (. formatting. printing and saving capabilities. When you require advanced query and formula features and work in InfoView. it is recommended that you use the Java Report Panel. editing. Web Intelligence Rich Client is based on the Web Intelligence Java Report Panel and provides equivalent document creation. you can work on your local machine with either CMS-secured or unsecured documents.WID) that are stored locally or in a CMS. When working without a CMS connection. 300 Web Intelligence Report Design—Learner’s Guide .The Java Report Panel requires Java installation. When you first use the Java Report Panel in InfoView.

Managing and Sharing Web Intelligence Documents—Learner’s Guide 301 . You can use Interactive HTML to create new documents from scratch or edit the queries in documents created using any of the other Web Intelligence tools. you can leverage Web Intelligence Interactive on-report analysis features to format multiple reports. • You want to work with Web Intelligence documents without installing a CMS or application server. and local calculations can perform better than server calculations. There is no need to download additional software to your workstation to use this panel. You use Web Intelligence Rich Client for the majority of this course. Web Intelligence Interactive HTML offers the ability to define the data content of documents on multiple data sources. rather than on the server. Interactive HTML Designed for users requiring a pure HTML environment to build queries. and create variables. add formulas. Once you have run the queries to generate a standard report. • You want to improve calculation performance: Web Intelligence Rich Client performs calculations locally. for example).There are a number of reasons for using the Web Intelligence Rich Client application to work with Web Intelligence documents: • You want to work with Web Intelligence documents but you are unable to connect to a CMS (while traveling.

Note: The Web Intelligence Web Accessibility HTML panel is only available if your administrator has deployed Web Intelligence in JSP mode.Note: Web Intelligence Interactive HTML and on-report analysis in Interactive view format are only available if your administrator has deployed Web Intelligence in JSP mode. It is a simplified interface. Web Accessibility HTML The Web Accessibility HTML panel is similar to the Interactive HTML panel in that no software is downloaded to your workstation. which is essentially made available for developers who want to deploy a customized version of Web Intelligence in their company. 302 Web Intelligence Report Design—Learner’s Guide .

The Java Report Panel provides the richest feature set of all Web Intelligence query building.Checking the report panel settings If you are working in InfoView and your system administrator has not defined which report panel you are authorized to use. The creation and editing options are as follows: Default creation/editing tool Description You create documents using the Java Report Panel. On the Web Intelligence Preferences page in InfoView. If you choose Advanced as your document creation option. report editing and data analysis environment. The Java Report Panel is a combined query building. a Java applet that launches in your Web browser. you can choose whichever one is most appropriate to your needs. Advanced Managing and Sharing Web Intelligence Documents—Learner’s Guide 303 . you also use the Java Report Panel for working with the data returned by the query. The setting for the default View format is not taken into account. you can set how you want to create. report editing and data analysis environments. view and interact with Web Intelligence documents.

a 508-compliant query-building and report-viewing environment. create formulas and variables. edit reports and analyze data using Web Intelligence Rich Client . calculations. Interactive Use Interactive format if you are using Interactive query panel to define queries. 304 Web Intelligence Report Design—Learner’s Guide . an HTML-based query editor. sorts. You create documents using the Web Accessibility HTML panel. navigate in Web Intelligence reports.Default creation/editing tool Description Interactive You build queries using the Interactive query panel. You build queries. a standalone version of the Java Report Panel that runs outside your web browser. modify formatting and data displayed in tables and charts. as well as to apply filters. and you want to format reports based on those queries. Interactive format is only available if your administrator has deployed Web Intelligence in JSP mode. and/or perform drill analysis. Use Interactive format when you want to open Web Intelligence documents from within InfoView. or documents that you have just created using a query editor: Default view format Description Web Use Web format when you want to open Web Intelligence documents from within InfoView. and/or perform drill analysis. Desktop Web Accessibility You can use the following view formats to select how you want to view and interact with existing Web Intelligence documents. to answer prompts.

Managing and Sharing Web Intelligence Documents—Learner’s Guide 305 .Default view format Description PDF Use PDF mode when you want to view static Web Intelligence documents from within InfoView.

306 Web Intelligence Report Design—Learner’s Guide . To log off from InfoView 1. click the Log Out button. see your BusinessObjects administrator. after which a user is automatically logged off from InfoView. By using the Log Out button.Logging off from InfoView When you finish using InfoView. From the Navigation Bar. you can save any settings you may have changed. For more information. This allows the administrator to configure the system and handle transaction loads most efficiently. Note: If you have made any changes to your options and have not saved them. you will be able to: • Log off from InfoView Closing your InfoView session By logging off from InfoView. After completing this unit. you terminate your session and this improves server performance. Activity: Managing and sharing Web Intelligence documents Objectives • Log onto InfoView. you should log off rather than close your browser window. Logging off also helps the InfoView system administrator keep track of which users are logged onto the system at any given time. Note: There is a default time-out setting. The Log On page now displays in your browser and you have logged off. or are closing a document without saving changes. a log off confirmation page displays.

Create a new folder. Browse to the Activity Documents folder to see the document you exported in the list of documents. 4. 6. 5. To do this. Save the document you exported to your computer as a Microsoft Excel spreadsheet. select a document that you have created during this class and export it to the CMS. 3.• • • • View the documents that are available to you. Schedule the document to refresh and view the document instance. create a new folder in your My Favorites folder called Activity Documents . 8. Managing and Sharing Web Intelligence Documents—Learner’s Guide 307 . 2. Log off from InfoView. View the documents in Public Folders that are available to this user. Log onto InfoView with the user name and password supplied by the instructor. From within Web Intelligence Rich Client. Save the document as a personal document. Instructions 1. Send a document to your own Inbox and open the Inbox folder to verify that the document is present. 7. Open an existing document.

what are the three different storage areas where documents are made available to you? 2. Which of the four Web Intelligence panels is a Windows-based standalone application that offers you the choice of saving Web Intelligence documents locally on your PC or exporting them to the CMS repository? ○ Java Report Panel ○ Web Intelligence Rich Client ○ Interactive HTML ○ Web Accessibility HTML 308 Web Intelligence Report Design—Learner’s Guide . In InfoView. Which types of documents can you view in InfoView? 5. What are the two kinds of categories and folders? 3. 6. What are the differences between categories and folders? 4. Describe three ways for sharing Web Intelligence documents with other InfoView users. What formats can you save your document to for sharing with users who do not have access to Web Intelligence? 7.Quiz: Managing and sharing Web Intelligence documents 1.

you are now able to: • • • • • • • Export documents from the Web Intelligence Rich Client to the CMS Log onto InfoView and view the document you exported Manage documents in InfoView folders and categories Share Web Intelligence documents with InfoView users Set InfoView preferences Describe the Web Intelligence report panels Log off from InfoView Managing and Sharing Web Intelligence Documents—Learner’s Guide 309 .Lesson summary After completing this lesson.

310 Web Intelligence Report Design—Learner’s Guide .

Save Allows you to save documents to Personal and Public folders or to save documents on your own computer. Opens the Query panel. Print Enables you to print a copy of your report. Find Allows you to find specified text on the displayed report page. Edit Query Allows you to define data content of the document. Configure Views Allows you to show and hide the different Report Manager tabs. Refresh Query button Allows you to regenerate the query and retrieve the most recent data from the database. Web Intelligence Toolbar Reference—Learner’s Guide 311 .Appendix A Web Intelligence Toolbar Reference Web Intelligence toolbars Standard toolbar buttons Button Description New Document Creates a new document on the currently selected Universe. as well as show and hide each of the three toolbars. Open Document Opens an existing document. Purge Data Allows you to remove the data retrieved by one or more queries from your document.

Button Description Activate Data Tracking Allows you to display the difference between the most recent data and either the data before the last refresh. Take Snapshot of Drilled Report Allows you to make a duplicate of a drilled report so that you can keep a copy of the drilled values in the same document. and set the display format for each data type. Show Changes/Hide Changes Allows you to turn the display of data tracking information on or off. or fixed reference data. Data Tracking Options Allows you to select the types of data changes you want to display. Allows you to analyze report values by drilling down or across the dimensions displayed in the tables and charts. Show/Hide Formula Toolbar Allows you to create custom formulas using a graphical editor and save them as variables for reuse in the document. Show/Hide Report Filter Toolbar Allows you to drag objects into the toolbar where you can create a simple filter that applies to the entire report. 312 Web Intelligence Report Design—Learner’s Guide . Reporting toolbar buttons Button Description Show/Hide Filter Pane Allows you to drag objects into the filter pane to create simple and complex filters that restrict the amount of data displayed in the global report or in a specific data block in the report. Drill Starts and ends drill mode.

edit or delete alerters. Clicking the down arrow displays the descending sort option as well.Button Description Variable Editor Allows you to create a new variable by building a formula and defining it with a name in the Variable Editor. Apply/Remove Sort Apply to or remove a sort from a column of data. Alerters Allows you to create. Alerters allow you to highlight results that meet or fail specific targets. You can then use that merged dimension to project data in a block. Merge dimensions Allows you to merge dimensions from multiple queries into a single dimension. you can use this button to either display or hide the drill toolbar that displays drill filters as you analyze data in different levels of detail. Web Intelligence Toolbar Reference—Learner’s Guide 313 . Apply/Remove Ranking Allows you to show only the extreme ranges of data. Show/Hide Drill Toolbar When you switch to drill mode. by ranking the top or bottom values of a given dimension on the basis of a given measure. Undo Allows you to cancel the previous action. Redo Allows you to redo the previous undone action. Add Quick Filter Activated when you select an object in the Result Objects pane and allows you to select a value to filter data on. Insert/Remove Break Insert or remove a break on a table column or row.

Clicking the down arrow displays the additional calculations. Clicking the down arrow displays additional insert options. and a preview of how the report will appear when printed. Align blocks and cells Allows you to align positioning of blocks and cells in a report. Bold Allows you to change the text style in the selected report element to bold.Button Description Insert Sum Insert sum or display the list of calculations you can apply to a column of data. View Structure Toggles between viewing the structure of the report and the results. Order Allows you define the order in which overlapping blocks display in a report. 314 Web Intelligence Report Design—Learner’s Guide . Insert Row Above Insert a new table or row above the selected row. Switch Page/Quick Display Allows you to toggle between the normal view of a report. Formatting toolbar buttons Button Description Font name Allows you to change the font used to display text in the selected report element. Font size Allows you to change the font size used to display text in the selected report element.

Right Allows you to align the text in the selected report element to the right. Text color Allows you to change the text color of the selected report element. Background image Allows you to select an image to use as the background for the report. Border color Allows you to select the border color for the selected block. Background color Allows you to change the background color of the selected report element.Button Description Italic Allows you to change the text style in the selected report element to italic. Underline Allows you to change the text style in the selected report element to underlined. Left Allows you to align the text in the selected report element to the left. Border size Allows you to define the border appearance for the selected block. Web Intelligence Toolbar Reference—Learner’s Guide 315 . Center Allows you to align the text in the selected report element in the center.

Page Navigation toolbar buttons Button Description Zoom Allows you to zoom your view of the report in or out. Page navigation Allows you to quickly navigate to specific pages in the document. 316 Web Intelligence Report Design—Learner’s Guide . Bottom Allows you to align the text in the selected report element to the bottom. Merge/Split cells Allows you to merge multiple cells or columns into a single cell or column.Button Description Top Allows you to align the text in the selected report element to the top. Wrap text Allows you to turn text wrapping on and off for the selected report element. Middle Allows you to align the text in the selected report element to the middle. Format Painter Allows you to apply the formatting of a selected report element to another element in the report.

Category. 3. Lesson 2 Activity: Building queries Instructions 1. Create a new document using the eFashion universe. a. Run the query again. Run the query. and Sales revenue objects are included. Store name. Does the order of the columns in the table correspond to the order of the objects in the Result Objects pane? Optional Activities—Learner’s Guide 317 . Your report should appear as follows: a. At which level are the revenue values aggregated now? b. Store name. Build a query using the State. Address. Does the order of the columns in the table correspond to the order of the objects in the Result Objects pane? 4.Appendix B Optional Activities Optional Practice. City. At which level are the sales revenue values aggregated? b. Edit the query so that only the Quarter. and Sales revenue objects. 2. 5.

6. 318 Web Intelligence Report Design—Learner’s Guide . Save the document as Activity Query1.

Run the query and select New York and Houston. Edit the query and apply two query filters to: • Prompt to select the City. 7.000 and 5. Run the query. 11.Refresh the report and change the cities to Austin and Miami. Run the query. State. a. Instructions 1. • Return results for Quantity sold between 2. What was the revenue earned? Optional Activities—Learner’s Guide 319 . and Line earned the highest revenue? Tip: Use the scroll bar to browse and find the row with the highest value. Save the document as Activity Query Filters2. Which stores appear in the results? 5. Which Year. a. and Sales revenue objects.000. and Quantity sold objects. and Line earned the highest revenue? b. b. What was the revenue earned? 12. a. 9. Store name. Now which Year. Lesson 3 Activity: Using query filters Objective • Apply query filters to limit the data returned by objects in a query. Store. a. Lines. and New York. Store. 8. Create a new document and build a query using the Year. Store name. Build a query using the Year.Save the document and run the query.Optional Practice. Which operator do you need to use to combine these filters? 10. 6. Create a new document using the eFashion universe. Save the document as Activity Query Filters1 and close it. 4. Apply three query filters to: • Return results only for California. Tip: Be sure to select an operator that allows you to select more than one city. Florida. 3. 2. • Return results only for 2004. • Return only Lines with the characters ea inside the line name.

Edit the query and remove all the query filters. • Jacket lines or lines that return negative Sales revenue.Add new query filters to return: • Only data for eFashion Miami Sundance stores. 320 Web Intelligence Report Design—Learner’s Guide .Edit the query again by removing all query filters. How many rows have returned negative revenue? 19.Edit the query to: • Remove the predefined filter. 17.Run the query. Which weeks are returned by this query? 15. a. a. • Add a query filter to display all stores except the Magnolia stores. then run the query. 16.Save the document.13. 18.Add the Week object to the Result Objects pane and the Christmas period predefined filter to the Query Filters pane. 14.

2. create a horizontal table with Store. Insert five additional reports in the document 4. and Number of Employees. Your results should look like this: Optional Activities—Learner’s Guide 321 .Optional Practice. 3. Create a new document using all the objects in the eStaff universe. Delete the table from the report. Your results should look like this: 5. Instructions 1. In Report 1. create one vertical table that shows Store and Total Salary and another vertical table that shows Store and Number of Employees. In Report 2. Lesson 4 Activity: Designing Web Intelligence reports Objective • Present your data effectively by using the different table and chart formats available in Web Intelligence. Store Code.

In the Tables tab.6. Store Code. Job Description appears as the row header and Total Salary values appear in the table body. 10. In Report 4. and Total Salary. expand the Table folder and drag the Form template over the vertical table in Report 3. create a table that shows Employee Name. Job Description. create a table that shows Employee Name. 322 Web Intelligence Report Design—Learner’s Guide . Gender. Organize the data so the form table matches the results shown here: 9. Your results should look like this: 13. Personnel Number. In Report 3. and Address. and City. To try a different presentation. create a vertical grouped bar chart that shows Number of Employees. select Crosstab then click OK.Verify that Employee Name appears as the column header.In Report 5.Right-click the table and select Turn to. Job Description. 12. 11. click the Templates tab. 7. 8.

Your results should look like this: 14.Save the document as Activity Tables & Charts. Your results should look like this: 15. Optional Activities—Learner’s Guide 323 .In Report 6. create a 3D Pie Chart that shows Region and Number of Employees.

a. and sorts to organize the presentation of data in a report. Which two categories earned the lowest revenue in 2006? 4. 324 Web Intelligence Report Design—Learner’s Guide . Lesson 5 Activity: Enhancing the presentation of reports Objective • Use breaks. SKU desc. 8. In 2004. 9. Create a new document using the eFashion universe.Optional Practice. a. Edit the query by adding the Quarter object and by removing the SKU desc object. For which Years and Categories is there a null result? 11. 7.Edit the query by adding the Margin object. a. And for the T-shirt category? 10. and Sales revenue objects. Remove all filters and insert the SKU desc object in the table again. calculations.Insert a new report and create a cross tab with Sales revenue in the body. 6. Which category earned the highest revenue in 2004? b. which categories earned the highest and lowest revenue for all products whose names start with the letter B? 5. a. Year in the column headers and Category in the row headers. Create a duplicate report and in the new report. turn the table into a Vertical Grouped bar chart with Category on the X-axis and Quarter shown in the chart legend. Which category earned the lowest revenue? b. Quarter after quarter. 12. how does the Jewelry category revenue evolve? b. Filter for the year 2005. And in 2006? 3. Which kind of 3D chart is the best for this kind of data? 13.Insert a new report. Instructions 1. Category. Save the document as Activity Presentation1. 14.Turn the cross tab into a 3D chart. 2. And in 2005? c. Remove all filters and display only the four highest earning categories. a. a. Build a query using the Year. Remove the SKU desc object from the table.Display only the four categories that earned the lowest revenue. How many different SKU desc values do you find in the Long sleeve category in 2005? b.

Optional Activities—Learner’s Guide 325 .In the new report. Which two categories had the highest margins in relation to revenue earned? 16.Save the document. insert a Scatter Radar chart that shows the relationship between Sales revenue and Margin for all categories. a.15.

000 5. 2. 4.000: Low results • Revenue > 1.000.000.Optional Practice. Lines. Your results should look like this: 326 Web Intelligence Report Design—Learner’s Guide . Instructions 1.000 per quarter • highlight Sales revenue greater than $1. 6.000: Target 8. Create an alerter including two sub-alerters to: • highlight Sales revenue less than $40.000 and 600. Apply the alerter to the Lines column. Quarter. 3. Insert a new column to the right of the Sales revenue column.000 • highlight Sales revenue between $100. 7. Duplicate the alerter you just created and edit the new one to display the following text values in the new column: • Revenue < 40. Lesson 5 Activity: Creating alerters Objective • Use alerters to highlight important information.000: High results • Revenue between 100. Apply breaks on the Year and Quarter columns. Build a query using the Year. Create a new document using the eFashion universe.000 and $600. and Sales revenue objects. Edit the new column header cell to indicate the purpose of the column.

Optional Activities—Learner’s Guide 327 .9. Save the document as Activity Presentation2.

Set Year and Quarter as sections. 2. Lesson 5 Activity: Working with sections Objective • Organize a report using sections. 4. 3. Duplicate the table and turn the copied table into a 3D Pie chart. 6. and Quantity sold objects. Instructions 1. Build a query using the Year.Optional Practice. Your results should look like this: 7. State. 328 Web Intelligence Report Design—Learner’s Guide . Apply a Sum on the Quantity sold column. Create a new document using the eFashion universe. drag the value in the Sum cell and position it next to the Year section. Quarter. While pressing the CTRL key. 5. Repeat the step to position the Sum next to the Quarter section.

Optional Activities—Learner’s Guide 329 .Your results should look like this: 8. Save the document as Activity Presentation3.

and alerters.Optional Practice. sections. On the basis of what you have learned in the previous exercises. use all the tools available to you to create the report shown here: 2. 330 Web Intelligence Report Design—Learner’s Guide . Instructions 1. Save the document as Activity Presentation4. calculations. Lesson 5 Activity: Creating a professional report Objective • Structure and enhance a report using filters.

Lesson 6 Activity: Formatting tables Objective • Format the different elements in a table. create a report that appears like this: 4. Lines. 3. Optional Activities—Learner’s Guide 331 . Build a query using the Year. 2. and Quantity sold objects. Create a new document using the eFashion universe. Instructions 1. Save the document as Activity Formatting. Using breaks and formatting options. Month. Quarter.Optional Practice.

11. 5. 4.Insert the TOTAL variable into a new column in the table. 2. Lesson 7 Activity: Calculating data with formulas and variables Objective • Use formulas and variables to display information or calculate data that you cannot retrieve by using the existing objects in the universe. Remove the title cell from the report and insert two new blank cells. 3. 6. Instructions 1. The table should appear like this: 332 Web Intelligence Report Design—Learner’s Guide .Optional Practice. Insert a blank cell in the lower right-hand corner next to the table. Use the UserResponse() function to capture the answers to both prompted query filters and to display them in the blank cells. Insert the PLUS variable into a new column in the table.Create a second variable called TOTAL to calculate the values for Quantity sold plus the values returned by the PLUS variable. 8. Create a new variable called PLUS to display 20% of the Quantity sold value. 7. Restrict the query so that you are prompted to select the Year and State. Use the DocumentAuthor() function to display the user's name in the blank cell. Create a new document using the eFashion universe. 10. Build a query using the Lines and Quantity sold objects. 9.

12.Save the document as Activity Formulas Variables. Optional Activities—Learner’s Guide 333 .

2. 4. Rename this first report Unsynchronized blocks.Optional Practice. Insert a new report and name it Synchronized block. Instructions 1. build four queries using the following objects: • • • • Store name and Sales revenue (eFashion universe) Store and Total salary (eStaff universe) Store name and Quantity sold (eFashion universe) Store and Number of Employees (eStaff universe) 3. The report appears like this: 5. 334 Web Intelligence Report Design—Learner’s Guide . Select Run all queries. Create a new document using the eFashion universe. In a single document. Lesson 8 Activity: Synchronizing blocks of data Objective • Merge data from multiple sources into a single block in a document.

The report appears like this: 8. Save the document as Activity Synchronized. and Total Salary. Sales revenue. In the new report. Optional Activities—Learner’s Guide 335 .6. Synchronize the four queries using Store name as the base object. Number of Employees. insert a table displaying Store name. 7. Quantity sold.

Lesson 9 Activity: Analyzing data using the Drill toolbar Objective • Use drill mode and the Drill toolbar to filter values. Drill across to view the same data for each Year. 4. Show all the weeks in January 2004. Which was the second best month in Q1 2004? 5. Set the scope of analysis to Three levels. 3. 2. Build a query using the Year and Quantity sold objects. Drill down to view the Holiday (y/n) values in January 2004. analyze the data to answer the following questions: a. How many products were sold in all of 2004? d. Save the document as Activity Drill1. a. Which was the worst week during Q1 2005? e. Run the query and using drill mode. How many products were sold in Q1 2004? And in Q1 2005? And in Q1 2006? b.Optional Practice. 6. Instructions 1. How many products were sold in December 2004? And 2005? and 2006? c. 7. 336 Web Intelligence Report Design—Learner’s Guide . Create a new document using the eFashion universe. Which is the only Year that returns both Y and N values in the Holiday (y/n) column?) 8.

4. Note: You do not need to add any objects to the Year scope because. Which week is that? 10.Optional Practice. In the Scope of Analysis pane. Turn on drill mode and analyze the data to answer the following questions: a. Instructions 1. Lines. Which color had the worst results in all of 2005? e. Only one category in the Dresses line had no revenue in 2005. For which lines and in which quarters were there no results in 2004? c. Create a new document using the eFashion universe. Lines as the row headers and Sales revenue in the body. 9. which colors were sold in 2004? g. there is only week with revenue. when you drill down through Year in the report. create a custom scope by adding the Category and Color objects to the Lines dimension. Save the document as Activity Drill2. Optional Activities—Learner’s Guide 337 . Which line had the worst results in November 2006? d. Lesson 9 Activity: Analyzing data using a custom scope of analysis Objective • Create a custom scope of analysis and use drill mode. Run the query. For that category. 5. Add a Sum to both the columns and rows. the next available dimension in the Time hierarchy will be appended to the query and displayed in the table. 8. 3. Close the Rich Client and open the document in InfoView. Turn the table to a cross tab with Year positioned as the column headers. In this month.Save the document as Activity Drill2. Which category? f. Build a query using the Year. 7. Which month was that? h. 2. These two colors were sold only one month out of three in Q1 2004. What was the Sales revenue in Q1 2005? In Q2? In Q3? In Q4? b. and Sales revenue objects. 6.

338 Web Intelligence Report Design—Learner’s Guide .

Answer Key—Learner’s Guide 339 .Answer Key This section contains the answers to the reviews and/or activities for the applicable lessons.

340 Web Intelligence Report Design—Learner’s Guide .

sending to a user's Inbox from within InfoView.wid). What is the core functionality of Web Intelligence? Answer: Querying. reporting. 4. 2. Describe three ways for sharing Web Intelligence documents with others. Answer: Exporting the document to the BusinessObjects CMS. What is a universe? Answer: A universe is the BusinessObjects semantic layer that maps to data in a database and is used for creating queries in Web Intelligence.Quiz: Introducing Web Intelligence Page 12 1. saving a document locally as a Web Intelligence document (. and sharing business information. or PDF file. as an Excel. True or False: Web Intelligence is a single tool for understanding. and analyzing data. Answer Key—Learner’s Guide 341 . Answer: True. 3. controlling.

Answer: ○ Dimension objects: Character-type data. What is the name of the interface element in the Web Intelligence Rich Client application that allows you to build queries? Answer: The Query panel 4. List the object types used in a BusinessObjects universe. and non-aggregated numeric data. ○ You can choose to work with documents locally or to import and export them to and from the CMS.or fact-type data ○ Detail objects: Character. ○ Measure objects: Numeric. You purge the document. ○ The partial results returned before you interrupted the data retrieval. When you interrupt data retrieval. It is used for creating queries in Web Intelligence. offline. What is a BusinessObjects universe? Answer: A universe is the BusinessObjects semantic layer that maps objects and classes to data in a database. what can you choose to display in your document? Answer: You can choose to display: ○ The results from the previous data retrieval. 2. 342 Web Intelligence Report Design—Learner’s Guide . ○ Nothing. dates. 5. and standalone. and other BusinessObjects end-user querying tools. What are the advantages of using the Web Intelligence Rich Client application to create new documents? Answer: ○ You can choose to work in three different operating modes: connected. Dimensions are the key elements of a query. for example telephone numbers.Quiz: Creating Web Intelligence documents with queries Page 40 1.or date-type data (supplementary information) 3. using everyday business terms. and the kind of data returned by each type.

Which logical operators must be used when applying more than one filter? Answer: Queries that contain multiple filters use logical operators (AND/OR) to combine the filters and to create specific querying scenarios. Multiple-value. Name some of the advantages of using query filters to restrict data in queries. 2. What three components make up a query filter? Answer: Object. Answer: Using query filters limits the amount of data retrieved from the database and can improve processing time and the time that it takes to refresh a document. and Operand 3. They allow you to be more precise and accurate in the data that you are retrieving. and Complex query filters 4. Operator. Prompted. What types of query filters can you apply to a Web Intelligence document? Answer: Single-value. Answer Key—Learner’s Guide 343 .Quiz: Restricting data returned by a query Page 69 1.

blocks (tables and charts). Where are templates located in the Web Intelligence Rich Client window? Answer: Available table. List the types of tables available in Web Intelligence. ○ Click Configure Views on the Standard toolbar and display the Toolbars drop-down menu. Answer: Vertical. 344 Web Intelligence Report Design—Learner’s Guide . and Form tables 4. Answer: Pie. and Radar charts 5. How can you verify which toolbars are displayed in the Web Intelligence Rich Client main window? Answer: ○ Select View > Toolbars. and the microcube of data 2. Cross tab. chart and cell templates are located in the Templates tab of the Report Manager (left-hand panel). 3. Line. What are the three components that make up a Web Intelligence document? Answer: Reports. List the types of charts available in Web Intelligence. Horizontal (Financial). Bar. Area.Quiz: Designing Web Intelligence reports Page 111 1.

5. Answer Key—Learner’s Guide 345 . What are the differences between applying breaks and sections to a report? Answer: The difference is that the grouped value appears as a header outside the block instead of remaining within the block. what is the most appropriate way to create the filter? Answer: The Filter Pane offers the most flexibility in the definition of your report filter. A break only groups within a block. a report filter is created in the Web Intelligence Rich Client window and allows you to restrict the data shown in the report simply by hiding the data you are not interested in. True or false: You can apply an alerter to tables and charts in a Web Intelligence document. whereas sectioning groups the entire report. Answer: False. 7. What is the name of the feature you can use to highlight results that meet or fail specific business targets? Answer: Alerters 6. What is the difference between a query filter and a report filter? Answer: A query filter is created in the Query panel to limit the data retrieved from the database. What is the name of the feature that allows you to display only top or bottom values of the data returned by a query? Answer: Ranking 4. Alerters cannot be applied to charts. 3. What are two advantages of applying breaks to a report? Answer: Breaks can be used to subgroup data within a block and to easily apply and display subtotals.Quiz: Enhancing the presentation of reports Page 167 1. When you want optimal flexibilty in creating a report filter. 2.

Chart. How do you access the default properties for the report section you want to format? Answer: Select anywhere in the section whitewashes and then modify the properties displayed in the Properties tab of the Report Manager. What part of the Report Manager is used for formatting a document and its reports? Answer: The Properties tab is used for formatting a document and all of its elements. Table. What document elements can I modify using the Properties tab of the Report Manager? Answer: Report. Cell.Quiz: Formatting reports Page 190 1. 346 Web Intelligence Report Design—Learner’s Guide . Section 3. 2. You can also use the Formatting toolbar to apply some of the same formatting features.

you can easily reuse the variable throughout the document by dragging and dropping it into blocks in the reports. 2. Answer Key—Learner’s Guide 347 . What are the advantages of using variables? Answer: By creating variables. Answer: You can add formulas to a report by selecting the location for the formula (cell. column. and so on) and then creating the formula in the Formula Toolbar or using the Formula Editor and inserting it into the location.Quiz: Creating formulas and variables Page 214 1. Describe the two ways of adding formulas to a report. How do you check a formula to make sure the syntax is valid? Answer: By clicking the Validate button in either the Formula toolbar or the Formula Editor. 3.

Quiz: Using multiple data sources Page 247 1. How do you combine data from multiple sources into a single block? Answer: By merging dimension objects that retrieve related data 3. What is the term to describe where the results of a query run against a universe are stored? Answer: Data provider 4. Where can you change automatic merge dimension settings for a specific document? Answer: In the Document Properties panel 5. True or False: You can only merge dimensions that have a common data format. Answer: True 348 Web Intelligence Report Design—Learner’s Guide . What term describes the ability to combine blocks of data from different data sources in a single report document? Answer: Synchronization 2.

4. 2. Web Intelligence modifies the underlying query and executes it each time you move from one level to the next level down in the hierarchy. How is query drill mode different from the standard drill mode? Answer: Using query drill mode means that when you drill down in a document. and analyzing the data at different levels of detail. Under what circumstances are you most likely to use query drill mode instead of standard drill mode? Answer: 1.Quiz: Analyzing data Page 268 1. 2. ○ Viewing the document in drill mode. but it remains available in the data cube. or data provider. Answer Key—Learner’s Guide 349 . so you can pull this data into the report to allow you to access more detail at any time. Drill mode in Web Intelligence refers to two activities. as is the case in standard query mode.) When you are interested in reducing the amount of data that Web Intelligence must store locally during a drill session. This extra data does not appear in the initial document results. This means that all the data required for the scope of analysis levels defined in the query is not returned and stored in the data provider. Java Report Panel. Which two activities are these? Answer: The two activities are: ○ Setting up a Web Intelligence document so that you and other users can analyze the reports in drill mode. 3. either in the Web Intelligence Rich Client. What is a Scope of Analysis for a query? Answer: The scope of analysis for a query is extra levels of data in an object's hierarchy that you can retrieve from the database to give more detailed data returned by each of the objects. or in InfoView.) When your report contains aggregate measure calculated at the database level.

program objects and object packages.Quiz: Managing and sharing Web Intelligence documents Page 308 1. Adobe Acrobat PDF documents. Answer: Documents can be shared by sending to a user's inbox. What formats can you save your document to for sharing with users who do not have access to Web Intelligence? Answer: Excel. PowerPoint and Excel documents. such as Web Intelligence and Crystal Reports documents. or saving to a corporate folder or category. 6. Which of the four Web Intelligence panels is a Windows-based standalone application that offers you the choice of saving Web Intelligence documents locally on your PC or exporting them to the CMS repository? ○ Java Report Panel ○ Web Intelligence Rich Client ○ Interactive HTML ○ Web Accessibility HTML Answer: Web Intelligence Rich Client 350 Web Intelligence Report Design—Learner’s Guide . regardless of the documents’ actual storage location. What are the differences between categories and folders? Answer: Categories allow users to classify documents across the system. the principle document types for Web Intelligence users include: BusinessObjects reporting and querying documents. Favorites Folders. Inbox 2. What are the two kinds of categories and folders? Answer: Personal and Corporate 3. what are the three different storage areas where documents are made available to you? Answer: Public Folders. They can hold many documents but a document cannot belong to more than one folder. 5. Microsoft Word. Folders are used as containers for documents to store and organize information within the system. Describe three ways for sharing Web Intelligence documents with other InfoView users. text files. In InfoView. Which types of documents can you view in InfoView? Answer: The types of documents available to you in InfoView depend on the installation of BusinessObjects in your organization. saving to PDF or Excel format. However. 4. CSV document or PDF 7.

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