11.SAP BO InfoView PDF

18/11/2019 Skillsoft Course Transcript
Course Transcript
SAP BusinessObjects: InfoView

InfoView Basics
1. The InfoView User Interface
2. Viewing and Organizing Documents
3. Using InfoView Interface Options
InfoView Reports
1. Creating and Formatting Reports with InfoView
2. Publishing Reports with InfoView
3. Creating and Publishing Reports in InfoView
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The InfoView User Interface

Learning Objectives
After completing this topic, you should be able to
recognize features of the InfoView user interface
recognize how to access the sample reports in InfoView
1. Using InfoView interface features

InfoView is a web-based user interface that provides the capability to perform all of the day-to-day
tasks required to work with SAP BusinessObjects Enterprise. These tasks include viewing reports,
adding new reports, organizing reports by folders and categories, and scheduling reports.
To perform the various tasks, InfoView allows you to interact with multiple BusinessObjects
applications. These applications include Crystal Reports, Desktop Intelligence, Web Intelligence, and
Dashboard Builder, making InfoView a powerful tool for reporting business performance.
InfoView also allows you to display documents in different formats, including Microsoft Word,
Microsoft Excel, and Adobe PDF, without installing any specific software on your computer.
InfoView provides several user-friendly features that help you to manage your business data:
Graphic
The Document List page of InfoView is open.
Discussions
The Discussions feature enables you to generate notes about the documents, reports, and
other objects available in InfoView. You can also share the generated notes with other end
users.
Publisher
The Publisher feature enables you to share information in a protected environment. You
can convert business reports into an appropriate format and e-mail them to other users or
save them to disk.
Encyclopedia
Encyclopedia lets you find vital information about a report, such as its purpose, key terms
used in the report and the analysis results.
Process Tracker, and
The Process Tracker feature is available to users who have Business Objects Enterprise
Premium Edition license to run it in InfoView with additional configuration settings. It
enables you to analyze all of the business intelligence activities along with the business
processes. It also let you keep track of the business processes and communicate with
others by using the related reports.
Voyager
Using Voyager, you can create and save workspaces in InfoView. You can share your
workspaces with others and also view the workspaces created by others. This helps you
and others to evaluate Online Analytical Processing or OLAP data. You need an
appropriate license to use Voyager in InfoView.
The InfoView user interface is divided into two panels – Header and Workspace.
The Header panel displays the SAP logo and your account username. It also contains the InfoView
toolbar to perform various functions.
Graphic
The Header panel consists of buttons such as Home, Document List, Open, Send To,
Dashboards, Help, Preferences, About, and Log Out.
The Workspace panel displays your documents and reports. In addition to setting user preferences,
you can use this panel to view, edit, and schedule reports.
Graphic
The Workspace panel consists of buttons and menus such as Switch to Folders, Switch to
Categories, Refresh, New, Add, Organize, Actions, and Search title.
The Header panel toolbar consists of many buttons that enable you to perform multiple tasks.
Home
The Home button displays the home page of InfoView. If you log on to InfoView, the home
page is displayed by default.
Document List
The Document List button displays the list of documents such as files, folders, objects,
and categories in a Tree panel. It also displays the InfoView Workspace toolbar, which
allows you to add, edit, and schedule reports.
Open
The Open button enables you to open the components of InfoView such as My InfoView,
Encyclopedia, Dashboard and Analytics, and Dashboard and Analytics Setup.
Send To
The Send To button helps you to send InfoView objects to different destinations. For
example, you can use the Send To button to e-mail a document or send the document to
the BusinessObjects Inbox. You can also choose to upload the document to an FTP
location or save the document to your chosen file location.
Dashboards
The Dashboards button allows you to access your personal dashboards and corporate
dashboards. This button also provides you with the option to create and organize corporate
dashboards in InfoView.
Preferences
The Preferences button allows you to customize and display data in InfoView. Before
using Web Intelligence, you can set the view options for the Web Intelligence documents
by using this button. You can also use the personal preferences to set the appearance of
Web Intelligence on your computer. Once you set the preferences options, you can view
the new settings when you reopen the Web Intelligence documents.
You can view the InfoView workspace if you click the Document List button in the Header panel. The
InfoView workspace allows you to view and edit the folders, categories, and objects in
BusinessObjects Enterprise.
Question
Which area of the InfoView interface would you click to access and work with the
Encyclopedia feature?
Options:
1. The Open button in the Header panel

2. The Document List button in the Header panel
3. The Workspace panel
Answer
Option 1: The Open button allows you to access and work with various features, including
Encyclopedia, Dashboard and Analytics, and Dashboard and Analytics Setup.
Option 2: The Document List button displays the list of documents and the InfoView
Workspace toolbar.
Option 3: The Workspace panel allows you to view and edit different report types.
Correct answer(s):
1. The Open button in the Header panel
The InfoView workspace is divided into two panels – Navigation and Details.
The Navigation panel displays the list of documents such as folders, objects, and categories,
whereas their corresponding contents are displayed in the Details panel. You can navigate through
the folders, categories, and objects in the Tree panel and view their contents in the Details panel.
The InfoView Workspace also provides a toolbar that allows you to perform a number of actions on
the folders that are displayed in the Document List page.
In the Workspace panel toolbar, the Switch to Folders button allows you to display all folders in
InfoView. The folders appear in the Tree panel and their descriptions in the Details panel. You can
organize your reports by adding new folders and subfolders in the Tree panel.
Graphic
The folders such as My Favorites, Inbox, and Public Folders are displayed in the Tree panel
and in the Details panel.
You can also display reports by category. To do so, you click the Switch to Categories button. This
button allows you to organize your documents into two categories – Personal and Corporate.
You can use the Refresh button to update your current InfoView page. This will display the latest
updates to the InfoView objects you've opened.
Other toolbar menus allow you to perform actions on files, folders, categories, and objects in
InfoView.
New
The New drop-down menu enables you to create new folders and categories and to add
objects to existing folders and categories. It also enables you to create documents, such
as Web Intelligence, Desktop Intelligence, Analytics, and Dashboards.
Add
Using the Add drop-down menu, you can add or upload files, folders, and objects in
InfoView. It also enables you to add and upload existing objects like Crystal reports and
local documents like Microsoft Excel and Microsoft word files.
Organize
You can use the Organize drop-down menu to cut, copy, paste, and create shortcuts for
objects. You can also use this menu to delete an object from InfoView.
Actions
The Actions drop-down menu enables you to view an object, schedule the object, and
display the object history.
The Actions drop-down menu displays the Properties option.
Search title
The Search title drop-down menu lets you easily search for objects in InfoView. You can
search for all fields of an object or choose to search for objects by title. You can also
specify keywords to help you find the objects. This menu also provides the Advanced
Search option and Search Content option.
Question
You want to create a folder in InfoView and add some objects to it.
Identify the option in the Workspace panel toolbar that enables you to perform this task.
Options:
1. New
2. Organize
3. Search title
Answer
Option 1: The New drop-down menu enables you to create a new folder in InfoView. It also
enables you to add objects to the folders that you have created.
Option 2: The Organize drop-down menu allows you to cut, copy, paste, and create
shortcuts for objects.
Option 3: The Search title drop-down menu lets you easily search for objects in InfoView.
You can search for objects by title, by specifying a keyword, or by specifying a description.
Correct answer(s):
1. New
2. Accessing sample Crystal reports

The Workspace panel allows you to access various types of reports, including Crystal, Web
Intelligence, Desktop Intelligence, and Dashboard Builder.
InfoView contains a few sample Crystal reports. You can access these reports from the Public
Folders in the Tree panel. Public Folders contains several subfolders, which can be accessed by all
users.
Graphic
To navigate to the Public Folders, you click the Document List in the Header panel and click
Public Folders in the Tree panel.
The sample Crystal reports are located in the Report Samples folder.
Graphic
To navigate to the Report Samples folder, you expand Public Folders and click the Report
Samples folder.
The Report Samples folder contains many sample Crystal reports folders, such as Demonstration,
Feature Samples, and so on. You can choose the subfolder from which you want to display a Crystal
report.
Graphic
In this example, you click the Demonstration folder.

On clicking a subfolder in the Report Samples folder, a list of Crystal reports is displayed in the
Details panel. You can double-click a report to open and view the report.
Graphic
In this example, you double-click the Comparative Income Statement report.
You can close the sample Crystal report after viewing it.
Graphic
To close the sample Crystal report, you click the Close document button.
Question
You're on the home page of InfoView. You want to create a Crystal report by retrieving your
company's sales data. But before doing this, you first want to access and analyze a sample
Crystal report already available in InfoView.
What is the first step to do so?
Options:
1. Navigate to the folder in the Tree panel that contains sample Crystal reports
2. Open the required Crystal document
3. Select the required Crystal document
4. Navigate to the categories that contain the sample Crystal reports
Answer
Option 1: This option is correct. The Tree panel displays the list of documents such as
folders, objects, and categories. You can navigate through the Report Samples folder in the
Tree panel and access the sample Crystal reports.
Option 2: This option is incorrect. To open the required Crystal document, you first need to
open the Document List page and then navigate to the sample Crystal reports folder in the
Tree panel.
Option 3: This option is incorrect. To select the required Crystal document, you first need to
open the page that lists all the folders. Then you need to navigate to the corresponding
sample Crystal reports folder.
Option 4: This option is correct. The Switch to Categories button allows you to display
reports by category.
Correct answer(s):
1. Navigate to the folder in the Tree panel that contains sample Crystal reports
4. Navigate to the categories that contain the sample Crystal reports
3. Summary
InfoView enables you to perform the various reporting tasks required to work with SAP
BusinessObjects Enterprise. The features of InfoView include Discussions, Publisher, Encyclopedia,
Process Tracker, and Voyager.
The two panels of the InfoView user interface are Header and Workspace. The Header panel toolbar
enables you to view the document list, open InfoView components, access dashboards, and
customize data. The Workspace panel toolbar enables you to display folders and categories, refresh
the current page of InfoView, add files and folders to InfoView, and search for objects in InfoView.
You can access a sample Crystal report by expanding the corresponding folders in the Navigation
panel. Then double-click the sample Crystal report you want to view and close the report after
viewing it.
Viewing and Organizing Documents

Learning Objectives
match descriptions of InfoView reporting applications with key characteristics
recognize the procedure for creating a new folder or category in InfoView
1. InfoView reporting applications features

InfoView is an intuitive user interface that enables you to work with various types of reports over the
web through SAP BusinessObjects Enterprise. With InfoView, you can open, manipulate, print, and
schedule reports in a viewer.
To access reports in InfoView, you open the Document List page in the Workspace panel. This page
allows you to view and edit several reports:
Desktop Intelligence document

Web Intelligence document
Crystal reports, and
Dashboards
A Desktop Intelligence document is created by using the BusinessObjects Desktop Intelligence
application. This application is an easy-to-use business intelligence tool that enables you to access
and analyze business data both online and offline. It provides powerful offline analysis capabilities.
So no matter where you are – whether sitting in your office or traveling – the Desktop Intelligence
application's analytical tools allow you to quickly drill-down data, format reports, and generate
queries. To work with Desktop Intelligence, however, you first need to install the BusinessObjects
client.
You can access a Desktop Intelligence document through InfoView and open it in the Desktop
Intelligence viewer. To do so, you first open this viewer from the New drop-down menu on the
Workspace panel toolbar.
Graphic
To open the Desktop Intelligence viewer, you click the New down-pointing arrow, and then
click Desktop Intelligence Document on the Workspace panel toolbar.
Note
When you open the viewer, the New Report wizard appears. You close the wizard to open an existing
document.
You can create a new document or open an existing document in the Desktop Intelligence viewer.
Graphic
To open an existing document, you click File - Open.
You then navigate to the location where your document is stored and double-click the document to
open it.
Graphic
In the Open dialog box, the Desktop Intelligence document named Document3.rep is
selected.
After the document opens in the Desktop Intelligence viewer, you can use several toolbar options to
interact with the document.
Document
The Document menu enables you to edit the document in Desktop Intelligence and save
your changes in InfoView. You can also save your document in different formats, including
Excel and PDF.
Edit
To edit the Desktop Intelligence documents, you use the Edit button.
View
The View menu allows you to choose the way that you want to display the document. For
example, you can choose to display your document in the page mode, draft mode, or PDF
mode.
Export to PDF for Printing
You can use the Export to PDF for Printing option to print a PDF version of the
document.
Finds the specified text in the report

The Finds the specified text in the report option lets you search for text in the tables and
cells of the document.
Undo previous action

You can cancel the effects of a previous action by using the Undo previous action button.
Redo previous action

The Redo previous action button enables you to recreate the effects of a recently
performed action in the document.
Refresh Data
The Refresh Data option lets you refresh the document details and display the latest
available data from the database.
Zoom
The Zoom option allows you to increase or decrease the text size of the document that
you're viewing.
Desktop Intelligence requires the installation of BusinessObjects on your computer, whereas Web
Intelligence is a web-based application that you can access by connecting to the BusinessObjects
server over the web.
Web Intelligence reports can have both relational databases and online analytical processing, also
known as OLAP as the source to provide integrated ad hoc query, reporting, and analysis over the
web. With Web Intelligence, you have the ability to format documents and add multiple graphs and
charts to a single report, making it easier to interpret and share information with end users.
You can create a Web Intelligence document directly within InfoView. You can create these
documents by building queries to retrieve data from a universe. A universe is a semantic layer that
contains business information.
To open a Web Intelligence document, you first need to access the list of existing documents stored
in the database.
Graphic
To access the list of Web Intelligence documents, you click the New down-pointing arrow
on the Workspace panel toolbar, and then click Web Intelligence Document.
Like a Desktop Intelligence document, a Web Intelligence document also has various options such as
Edit Query, Edit Report, View, Refresh Data, Find, and Zoom to edit and view the documents.
You can also drill down a Web Intelligence document to view its complete details.
Graphic
To do this, you click the Start/End Drill mode option.
You can also take a snapshot of the drilled-down report.
Graphic
To take the snapshot, you use the Snapshot icon. This generates a snapshot report of the
drilled-down document Report 1, entitled Report 1 (1).
Another report that you can directly open in InfoView is Crystal report. While Desktop Intelligence and
Web Intelligence documents are dynamic, Crystal reports are mostly static and pagewise. Crystal
reports allow you to generate blueprints of data connections and report layouts.
Using Crystal reports, you can classify data into groups and subgroups. You can also add subreports
and graphs.
You can view and edit Crystal reports by using the various options available in Crystal Reports Offline
Viewer in InfoView. To access a sample Crystal report, you navigate to the folder that contains the
Crystal reports and open it.
Graphic
In this example, you open the Optional Parameter - DCP report by expanding Public
Folders - Report Samples - Feature Samples, and then double-clicking the Crystal report
Optional Parameter - DCP.
The selected Crystal report opens in the Crystal Reports Offline Viewer.
The Crystal Reports viewer toolbar provides several options to view and edit the report.
Export this report

Using the Export this report option, you can export the Crystal Reports to your PC or any
other desired location in the network.
Parameters
The Show/Hide Parameters Panel displays or hides the parameters available for the
particular Crystal report. The parameters are grouped into various categories, such as data
parameters, non-data parameters, and optional parameters.
These parameters and the options to change the data are set by the report designer. You
can edit the parameters depending on your requirements and can also change the report
data if you have administrator rights.
Group Tree
Using the Show/Hide Group Tree option, you can expand or close the Group Tree. This
allows you to navigate through the data in the report.
Apart from viewing and editing the Crystal reports, you can also navigate, zoom, set alerts, and
search text in a report.
You can also drill down the Crystal reports to search the data you need.
Graphic
To do this, you click the Group Tree option. To close the drill-down mode, you click the
Close option.
You can edit the Crystal report by changing its parameters.
Graphic
To edit the parameters, you click the Show/Hide Parameters Panel.
Now you can edit the values present in the report by using the Enter Values dialog box that opens.
Graphic
To do this, you click on the parameter you want to edit. This opens the Enter Values dialog
box and allows you to edit the parameters.
Finally, you apply these settings and view the report for the particular parameter.
Graphic
To apply the settings, you click the Apply button.
Dashboard Builder is another application available in InfoView that helps you to manage your
business reports. SAP BusinessObjects Dashboard Builder software presents all of the business
intelligence content in a single consolidated view. This improves the visibility across your organization
and helps to make better decisions. It also allows you to make the right decisions, resulting in the
improvement of overall business performance.
To access the Dashboard Builder, you need to have administrator rights.
You can open the Dashboard Builder in InfoView by using the Dashboard and Analytics application.
You open this application from the Open drop-down menu on the Header panel toolbar.
Graphic
To open the Dashboard and Analytics application, you click the Open down-pointing arrow
on the Header panel toolbar, and then click Dashboard and Analytics.
Note
Alternatively, you can also open the Dashboard Builder using the Dashboard drop-down menu or
from the Corporate Dashboard option available in the Document List.
To edit a report, you first open the reports saved in the Dashboard Builder.
Graphic
To do so, you click the Edit Dashboard option.
Then you edit the particular report using the Analytic Toolbox.
Graphic
To select the report, you drag and drop it into the Dashboard Builder and then edit it by
using the options available for the particular type of report.
Finally, you save the edits that you have made to the report.
Graphic
To save the changes that you have made, you click the Save button and then click OK in
the Save - My Corporate DashBoard dialog box that opens.
Question
Match the applications managed in InfoView with their descriptions.
Options:
A. Dashboard Builder
B. Desktop Intelligence document
C. Crystal Reports
D. Web Intelligence document
Targets:
1. Helps to improve decision making by providing better visibility for data from
across the organization
2. Helps in accessing the data both online and offline
3. Helps to classify the data into groups and subgroups based on the needs of
the organization
4. Helps to add multiple graphs and charts to a single report
Answer
You can use Dashboard Builder to consolidate reports to view them in a single page. This
improves the visibility of data and helps you to make better decisions.
The Desktop Intelligence application enables you to access and analyze business data
both online and offline. However, you need to install the BusinessObjects client before you
can work with Desktop Intelligence.
Crystal Reports allows you to classify the data into groups and subgroups. You can also
add subreports and graphs, as well as create blueprints of data connections and report
layouts to organize the data more effectively.
Web Intelligence allows you to format documents and add multiple graphs and charts to a
single report. This makes the interpretation and sharing of information much easier.
Correct answer(s):
Target 1 = Option A
Target 2 = Option B
Target 3 = Option C
Target 4 = Option D
2. Creating a new folder or category

InfoView not only allows you to create and view reports, but also provides an easy platform for
organizing reports by folders and categories. This helps you to categorize reports based on their
type, importance, name, or other common characteristics. It also helps you to quickly find your
reports when needed. You can access your folders from the Document List page in the Workspace
panel.
Graphic
The Switch to Folders option is the default selection. To access your folders, you click the
Switch to Folders option on the Workspace panel toolbar.
InfoView provides two types of folders such as
My Favorites and
The My Favorites folder is your personal folder. This folder usually contains the
documents that you have selected or created in InfoView. You can also create subfolders
within the My Favorites folder. For easy access, you can also set a shortcut to this folder.
Though the documents in your personal folder are not available to other users,
administrators can manage these folders. To expand the My Favorites folder, you click the
+ (plus sign) icon to the left of My Favorites in the navigation panel.
Public Folders
You can also create Public Folders if you have the required administrator rights. The
documents in these folders can then be viewed by other users who have the required
rights. To expand Public Folders, you click the + (plus sign) icon to the left of Public
Folders in the navigation panel.
In addition to folders, InfoView contains different categories that allow you to personalize your
reports. You can create subcategories within categories and include documents in more than one
category.
Just like folders, you can access the categories from the Workspace panel toolbar.
Graphic
To do so, you click the Switch to Categories option on the Workspace panel toolbar.
Suppose that you want to assign a category to your project's estimation report. Since it is a
confidential document, you want to assign it a separate category and personalize it so that others
can't access the report. InfoView helps you to do this by allowing you to create a category.
InfoView provides two types of categories.
Personal Categories
You use Personal Categories to organize your personal documents. You can create
several of these categories based on your requirements. To expand Personal Categories,
you click the Personal Categories button in the navigation panel.
Corporate Categories
Unlike Personal Categories, which only you can access, business documents and reports
categorized under Corporate Categories are available to all business users with the
necessary access rights. Corporate Categories are used for administrative purposes. To
expand Corporate Categories, you click the + (plus sign) icon to the left of Corporate
Categories in the navigation panel. But you need administrator rights to access and view
these documents.
You can easily navigate through the folders and categories by alternately clicking the Switch to
Folders or Switch to Categories options.
In addition to accessing existing folders and categories, InfoView allows you to create new folders or
subfolders and categories or subcategories.
Note
To create a new public folder or category, you must have administrator rights.
To create a new folder, you first open the Folders navigation panel.
Graphic
To do so, you click the Switch to Folders option.
You then navigate to the folder where you want to add a new folder. Suppose, for example, you want
to add a new folder under the My Favorites folder.
Graphic
To do so, you select the My Favorites folder.
After navigating to the folder, you open the dialog box that allows you to create a folder.
Graphic
To do so, you click the New down-pointing arrow and then select Folder from the list
displayed.
In the Create Folder dialog box that opens, you specify the name of the folder – in this case, Sample.
Graphic
To do so, type Sample in the Enter a new folder name field of the Create Folder dialog box.
After you've specified the folder name, confirm your decision and close the dialog box.
Graphic
To do so, you click OK.
You may want to modify the folder properties, such as description and keywords.
Graphic
To do so, you right click on the Sample folder and click Properties.
In the General Properties page that opens, you can edit the folder name, provide a description for the
folder, and add a keyword to it. Finally, you can save the changes made to the folder properties.
Graphic
To do so, you click OK after typing the details in the desired fields – Folder Name,
Description, and Keywords of the General Properties page. In this example, the folder
name is given as Sample, the description as Contains sample documents, and the keyword
is set as F10.
Like a new folder, you can create a new category or subcategory. To do so, you first open the
Categories navigation panel.
Graphic
To open the Categories navigation panel, you click the Switch to Categories option.
You then navigate to the category that you want to add a new category to. Suppose that you want to
add a new category under the Personal Categories.
Graphic
To do so, you select the Personal Categories.
After navigating to the category, you open the dialog box that allows you to create a category.
Graphic
To do so, you click the New down-pointing arrow and then select Category from the list
displayed.
Now you need to give the new category a name – for example, Sample.
Graphic
To do so, you type the name in the Create Category dialog box and click OK.
After you've specified the category name, confirm your decision and close the dialog box.
Graphic
To do so, you click OK.
You may want to modify the category properties, such as description and keywords.
Graphic
To do so, you right click on the Sample folder and click Properties.
In the General Properties page that opens, you can edit the category name, provide a description for
the category, and add a keyword to it. Finally, you can save the changes made to the category
properties.
Graphic
To do so, you click OK after typing the details in the desired fields – Category Name,
Description, and Keywords of the General Properties page. In this example, the Category
Name is given as Sample, the Description as Sample categories, and the Keywords is set
as F2.
Question
You want to create a folder in InfoView. You've already opened the Categories page in the
Workspace panel of InfoView.
What is the first step you should perform to create a new folder?
Options:
1. Switch to the page that shows the folders in the navigation panel
2. Select the folder where you want to create a new folder
3. Open the dialog box that enables you to create a folder
4. Specify the name of the folder and confirm the new name
Answer
Option 1: This option is correct. To create a new folder, the first step you should perform is
to switch to the folder view. You can only select the folder where you want to create the new
folder after you have switched to the folder view.
Option 2: This option is incorrect. Selecting the folder is the second step. You first have to
select the folder where you want to create the new folder after you have switched to the
folder view.
Option 3: This option is incorrect. Opening the dialog box is the third step in creating a
folder. After switching to the folders page and selecting the folder where you want to create
a new folder, you open the Create Folder dialog box.
Option 4: This option is incorrect. After opening the Create Folder dialog box, you then
specify the name of the folder and confirm its name.
Correct answer(s):
1. Switch to the page that shows the folders in the navigation panel
3. Summary
InfoView helps you to manage BusinessObjects reports, such as Crystal reports, Dashboards, Web
Intelligence documents, and Desktop Intelligence documents. You can view, edit, and share these
documents with other users.
To organize these documents, you can create folders or categories in InfoView.
Using InfoView Interface Options

Learning Objectives
open a sample report in InfoView
create a new folder or category in the navigation panel
1. Exercise overview
In this exercise, you're required to open a sample Crystal report in InfoView and create a new folder
or category in the navigation panel.
This involves the following tasks:
opening a sample report and

creating a new category
2. Task 1: Opening a sample report

Your company has recently implemented the SAP BusinessObjects module. As a sales manager, you
need to use the InfoView user interface to create and share various sales and marketing reports. To
do so, you're planning to create Crystal reports in InfoView.
Before you begin creating a report, you first want to view the features of a sample Crystal report
available in InfoView.
Open a sample demonstration report named Comparative Income Statement in InfoView.
The InfoView home page is already open.
Steps list
Instructions
1. Click the Document List button
2. Expand Public Folders - Report Samples
3. Click Demonstration and then double-click the Comparative Income Statement report
3. Task 2: Creating a new category

After viewing the features of a sample Crystal report, you've created a new sales report in InfoView.
You want to categorize this report as personal, so that only you have the rights to view it. To do so,
you want to create a subcategory in the Personal Categories of InfoView.
Create a subcategory named Sales Report in the Personal Categories folder that is available in the
navigation panel.
The Document List page is already open.
Steps list
Instructions
1. Click the Switch to Categories button
Instructions
2. Select Personal Categories
3. Click New - Category
4. Type the category name Sales Report and click OK
Creating and Formatting Reports with InfoView

Learning Objectives
recognize the procedure for creating an InfoView document
recognize the procedure for saving an InfoView document
recognize the procedure for giving an InfoView report a title
1. Creating Web Intelligence report

SAP BusinessObjects InfoView is a web-based tool that helps you create, view, export, save, print,
schedule, and share various database-based reports with other InfoView users. Examples of these
reports include Crystal reports, Web Intelligence reports, and Desktop Intelligence reports.
The three different types of reporting tool in InfoView are
Crystal reports
Crystal reports are used as an enterprise reporting tool in InfoView. Using these reports,
you can create, manage, and deliver your business information over the web. Or you can
embed them in enterprise applications by using software developer kits or SDKs.
Desktop Intelligence, and
Desktop Intelligence is used as an integrated query, reporting and analysis tool. Using
Desktop Intelligence, you can access all the business information that is required from your
database directly from your desktop.
Web Intelligence
In InfoView, you can use the Web Intelligence reporting tool to access, analyze, and share
business data with other business users through intranets and extranets. Web Intelligence
provides direct access to the data and thus helps in making quick and appropriate
business decisions.
Basically, creating reports using these reporting tools in InfoView involves framing queries. That is,
when you create reports using any of these reporting tools, you need to create a document with one
or more queries. In these queries, you need to define what data is to be retrieved from which
database or universe.
And when you run these queries, the data is retrieved from the specified universe. And the results
are generated in the form of a table in these reports.
Though both Web Intelligence and Desktop Intelligence have their own pros and cons, Web
Intelligence was intended to replace Desktop Intelligence.
There are major differences that distinguish Web Intelligence from Desktop Intelligence:
Desktop Intelligence is a windows-based tool and it needs to be installed on every computer.

But Web intelligence is a web-based tool and can be accessed from anywhere with the help of
a web browser.
Desktop Intelligence uses wizards for creating reports whereas Web Intelligence does not use
any.
These are the features that distinguish a Web Intelligence Document from a Desktop Intelligence
Document:
accessing classes and objects

In Web Intelligence, you can easily access the classes, objects, and filters you want to use
in your queries in the main window of the Web Intelligence interface. But in Desktop
Intelligence, you can access these in separate tabs. In this way, many users often fail to
notice the already created objects and delay their queries by creating new ones.
clearing the objects
If you want to remove the already created objects and begin your query from scratch, the
Web Intelligence helps you by providing a single icon in the Result Objects pane. On the
other hand, you need to clear each object individually in Desktop Intelligence.
changing the object data sources
When you want to change the database or universe that your query frame belongs to, all
objects pertaining to the universe may not be available in Desktop Intelligence. You then
have to rebuild your queries manually adding new objects to the queries based on the
current database or universe. In Web Intelligence, you can perform the same process with
minimum effort.
using filters, and
To add filters to your queries in Web Intelligence, you can use the Filter icon available on
the Report toolbar of the same window. But Desktop Intelligence provides the Format
Filters dialog box for the same task.
dragging and dropping objects
By using the drag-and-drop functionality in Web Intelligence, you can move multiple
objects to the query panel. However, you need to add each object separately to the query
panel in Desktop Intelligence.
Question
Match each of the reporting tools with its associated features.
Options:
A. Web Intelligence
B. Desktop Intelligence
Targets:
1. Can be accessed from any computer

2. Does not use any wizards
3. Needs to be installed on every computer
4. Uses wizards
Answer
As Web Intelligence is a web-based tool, it can be accessed from any computer through a
web browser.
Web Intelligence does not use any wizards for creating reports in InfoView.
As Desktop Intelligence is a Windows-based tool, it needs to be installed on every

computer.
Desktop Intelligence uses wizards for creating reports in InfoView.

Correct answer(s):
Target 1 = Option A
Target 2 = Option A
Target 3 = Option B
Target 4 = Option B
For example, there are some primary steps involved in creating a Web Intelligence report in InfoView:
1. create a Web Intelligence document with one or more queries

2. run the queries of the Web Intelligence document to generate the report
3. save the Web Intelligence report, and
4. customize the report as desired to make it more presentable
To create a Web Intelligence document, you first need to move to the Document List panel from the
home page of the BusinessObjects InfoView.
Graphic
To do this, click the Document List navigation link on the Home page of the
BUSINESSOBJECTS INFOVIEW window.
In the Document List panel that displays, browse for the location – for example, Public Folders -
Report Samples – where you want to create the Web Intelligence document.
Graphic
To do this, double-click Public Folders and then double-click Report Samples.
After selecting the desired folder location, select the Web Intelligence Document option of the New
menu.
Graphic
To do this, click the New option in the Header panel and then select Web Intelligence
Document.
In the Web Intelligence Document – New Document window that opens, choose the desired universe
from the available Universe list. The universe that you're choosing acts as the data source for your
Web Intelligence document.
Graphic
To do this, in this instance, click eFashion in the webi universes folder from the Universe
list.
In the Web Intelligence – New Web Intelligence Document window that displays, you should build
one or more queries using the objects you want. You can choose these objects from the list available
in the Universe pane. You can also use filter objects from the Universe pane along with those that
you have chosen to filter, and view the data you need for your business. The query this creates,
along with the objects and filter objects, is used in the Web Intelligence document to retrieve data
from the data source.
Graphic
To do this, double-click the objects: Year, Quarter, and Last year in the Time period class
and double-click Sales revenue in the Measures class.
Finally, run the query to generate the Web Intelligence report.
Graphic
To do this, click Run Query.
This report retrieves the data from the specified database based on the query that has been built.
This data is then displayed in the form of a table.
Graphic
In this instance, the Quarterly Sales revenue details of eFashion are displayed.
2. Saving Web Intelligence report

You can save any Web Intelligence report that you have created in InfoView for future reference.
Graphic
The Web Intelligence – New Web Intelligence Document window is open and displays the
Quarterly Sales revenue details of eFashion 2010 in the form of a table.
To save the Web Intelligence report in InfoView, you need to use the Save option of the Document
menu.
Graphic
To do this, click the Document menu and then click Save.
In the Save As dialog box that appears, browse through the folders to choose where you want to
save the file.
Graphic
To do this, expand the Public Folders folder and then click the Report Samples folder.
Specify a name for your Web Intelligence document.
Graphic
To do this, type Sales Revenue in the Name box of the Save As dialog box.
Select the Permanent regional formatting option to protect the regional formatting of your
document. To ensure that your report always displays the latest data from the universe, you can use
the Refresh on open option to refresh the data in the document each time you open it.
Graphic
To do this, click the Permanent regional formatting and Refresh on open checkboxes.
Next, save the Web Intelligence report in the selected location.
Graphic
To do this, click OK.
You can also save the Web Intelligence report in your local machine. This means you can have a
copy of these reports in your computer and you can access them as and when required without even
logging into InfoView.
Graphic
The Web Intelligence – Sales Revenue report window is open. This Web Intelligence –
Sales Revenue report window displays the Quarterly Sales revenue details of eFashion
2010 in the form of a table.
To save the Web Intelligence report to your computer, use the Save to my computer as option in the
Document menu.
Graphic
To do this, click Document and then click Save to my computer as.
Specify the format you want to save the report in. That is, specify whether you want to save the
report in the form of a PDF or Excel.
Graphic
To do this, click the Excel option of Save to my computer as. The other options displayed
are PDF, CSV, and CSV (with options).
In the File Download dialog box that appears, click the Save option to save the report in the selected
format on your computer.
Graphic
In the File Download dialog box you respond to the question, "Do you want to open or save
this file?" by clicking Open, Save, or Cancel buttons. To save the report in the chosen
format, click the Save button.
In the Save As dialog box that appears, browse to the folder where you want to save the file.
Graphic
To do this, double-click My Computer and double-click sapuser's Documents in the Save As

dialog box.
You should either specify a name for your file or accept the default name, then save the Web
Intelligence report.
Graphic
To save the file with the default name, Sales Revenue.xls, click Save in the Save As dialog
box.
In the Download Complete dialog box that appears, choose the Close option to complete the save
action.
Graphic
To do this, click Close in the Download complete dialog box.
The Web Intelligence report is saved on your computer as a PDF or Excel file as per your
specifications. You can check the details of the report that is saved on your computer.
Graphic
To do this, in this instance, double-click the file Sales Revenue.xls that is saved in the
sapuser's Documents folder of My Computer and view its contents.
All the details of the Web Intelligence report that is created using InfoView gets saved in the form of
an Excel or PDF file.
Just like you can select the Save to my computer as option, you can also use the Save report to my
computer as option of the Document menu to save the Web Intelligence report as a PDF or Excel file
on your local computer.
Graphic
To do this, click Document in the Header panel and then select the Save report to my
computer as option.
When saving a Web Intelligence report on a local computer, you may face certain issues during the
format conversion due to the restrictions posed by Excel or PDF. For example, each Excel worksheet
can accommodate up to 65,000 rows of data. To deal with this restriction, if the exported data
exceeds 65,000 rows of data, the Web Intelligence tool adds a new Excel worksheet for every 65,000
rows of data.
Similarly, in certain instances, some of the chart formats in the Web Intelligence report may not be
available in Excel. In such instances, those charts are automatically converted to the closest
corresponding chart patterns available in Excel.
Question
You have created a Web Intelligence report for eFashion in InfoView. Now you want to back
up the report by saving it as a PDF file on your local computer.
Which options should you use to save the Web Intelligence report as a PDF file on your
computer?
Options:
1. Use the Save option

2. Use the Save to my computer as option
3. Use the Save as option
4. Use the Save report to my computer as option
Answer
Option 1: This option is incorrect. You can use the Save option to save the Web
Intelligence report in a folder in InfoView.
Option 2: This option is correct. You can use the Save to my computer as option to save
the Web Intelligence report as a PDF or Excel file in your local computer.
Option 3: This option is incorrect. You can use the Save as option to save the Web
Intelligence report in a folder in InfoView.
Option 4: This option is correct. You can use the Save report to my computer as option to
save the Web Intelligence report in the form of an Excel file or as a PDF document in your
computer.
Correct answer(s):
2. Use the Save to my computer as option

4. Use the Save report to my computer as option
3. Formatting the Web Intelligence report
Any Web Intelligence document that you create in InfoView has a default report title and formatting.
However, you can customize your report as per your requirements. For example, you can replace the
default title of the report with a more meaningful name.
Graphic
To do this, double-click the default report title to select it and then type an appropriate
name. In this example, the report has been renamed to Sales Revenue.
Using the editing options available in the Editing toolbar, you can format the report title in bold or
italic. You can also underline the title, if necessary.
Graphic
To format the report title in bold and underline it, click the Bold and Underline icons in the
Editing toolbar.
You can use the left, center, and right alignment options to align your report title accordingly.
Graphic
To center-align the report title, click the Align Center icon.
In addition, you can change the font of the report title by using the Font option available in the Editing
toolbar.
Graphic
To do this, click Font and select the desired font. In this instance, Times New Roman is
selected.
You can change the font size of the report title by using the Font size option of the Editing toolbar.
Graphic
To do this, click Font size and select the desired size. In this instance, change the font size
to 14.
You can also change the color of the report title by using the Text color option available on the Editing
toolbar.
Graphic
To do this, click Text color and select the desired color. In this instance, change the color to
Red which is the first option in the third row.
To put the formatting changes into effect, place the cursor outside the report title text box.
Graphic
To do this, click outside the report title text box. The report title with all the formatting
changes implemented is then displayed.
4. Summary
SAP BusinessObjects InfoView is a web-based tool using which you can create and maintain
database-based reports such as Crystal reports, Desktop Intelligence reports, and Web Intelligence
reports.
To create a Web Intelligence report, first choose a universe from the available Universe list. Then,
build a query with the desired objects. Finally, run the query to generate the Web Intelligence report.
After creating the Web Intelligence report, you can save it in InfoView for your future reference by
using the Save option. You can also save your report to your computer as a PDF or Excel file by
using the Save to my computer as option. You can make your report more presentable by using the
editing options available in the Editing tool bar.
Publishing Reports with InfoView

Learning Objectives
recognize the procedure for publishing an InfoView report
match InfoView publishing options to their corresponding benefits and drawbacks
1. Publishing option – benefits & drawbacks

The major benefit of creating reports using InfoView is that you can make these reports available to a
large number of InfoView users – without the need for any specific software. This can be done by a
process called Publishing.
Publishing helps you create a collection of reports or documents called a publication. You can then
format it, and publish it to the intended recipients. You can create different types of publications
based on Crystal Reports, Desktop Intelligence documents, or Web Intelligence Reports.
Using the publishing process, you can
distribute data automatically through email or FTP

save data on your disk
enable web viewing, archiving, and data retrieval, and
automate the publishing process by using the scheduling option
Based on your specific requirements, you can define rules for how the contents of a publication
should be processed and delivered. These rules are called delivery rules. By creating delivery rules,
you specify the conditions that the documents in a publication must meet before the publication is
delivered to the intended recipients.
You can create delivery rules for a publication based on a pre-defined alert, a specific formula, or
based on the contents of the source documents. For example, the delivery rules for Crystal reports
are based on the report alerts and the delivery rules for Desktop Intelligence documents are based
on the formula expression. However, you cannot create delivery rules for Web Intelligence
documents.
The two types of delivery rules are
recipient delivery rules and

In these rules, a publication is published to the intended recipients only if the data in the
source documents meets the conditions specified in the recipient’s destination location.
For example, the delivery rule defined for your recipient's Inbox states that it will accept a
Desktop Intelligence report only if it contains the Total Sales Revenue field.
global delivery rules
In these rules, the reports or documents of your publication are published to all your
recipients only if the data in a designated document meets the conditions that are specified
in the delivery rule.
For example, you can define a global delivery rule to automatically send payment alerts to
your clients every month after the due date is over. For this, you can define an alert based
on the bill amount and the due date, and then define a global delivery rule based on this
alert. This way, the payment alerts will go to the clients who meet the delivery rule; that is,
the clients the payment is due from.
You can define both these rules in one publication. In such an instance, global delivery rules are
evaluated first. If the publication meets the global delivery rule, it is then evaluated using recipient
delivery rules.
You can also publish a publication in any necessary formats or file types by using the Format option.
Using the Format option, you can even define different formats for different documents in a
publication.
InfoView enables you to publish a report in Web Intelligence, Microsoft Excel, Adobe Acrobat, and
mHTML formats. You can also use the options: All reports and Select one report to specify whether
you want to apply the selected output format to all the reports or only to a specific report.
Graphic
The New Publication page consists of two panes: the navigation pane and the details pane.
The navigation pane has links to Summary, General Properties, Source Documents,
Enterprise Recipients, Dynamic Recipients, Personalization, Format, Destinations, and
Additional Options. When you select the Format link from the navigation pane, its details
appear in the details pane. The Format details pane has sections called Documents, Output
Format, and Output Format Details. The Documents section displays the name of the
publishing document, the Output Format section has four options: Web Intelligence,
Microsoft Excel, Adobe Acrobat, and mHTML. The Output Format Details section contains
details about the document that you have selected and the output format that you chose for
your document. The Output Format Details section also has the options All reports and
Select one report.
Note
The format option, Web Intelligence format is available only for the Web Intelligence documents.
The format that you choose for a document applies to all the recipients of that document. Therefore,
it is not possible to deliver a document to one recipient as a Microsoft Excel file and as a PDF to
another. You can either deliver the document as a Microsoft Excel file or a PDF or you can deliver
both these formats to all recipients of that document.
Using the publishing options, you can select one or more destinations for a publication. The
destination that you choose for a document is independent of its delivery format. InfoView allows you
to publish a document in these locations:
Graphic
The Destinations details pane displays the available destination options – Default
Enterprise Location, Business Objects Inbox, Email, FTP Server, and File System. There is
a Show options for selected destinations drop down menu that displays the options
corresponding to the selected destination.
Default Enterprise Location

Default Enterprise Location refers to the folders where the publications are stored by
default. When you choose a folder as the default location, ensure that the default folder
location is accessible to all the recipients.
Inbox
When you set the Business Objects Inbox as your destination, the publication is sent to the
Business Objects Inbox of each intended recipient. You can choose to deliver objects to
each user – that is, send an instance of a publication once for each recipient, thereby
increasing the processing time. You can choose to specify the target name automatically or
manually and you can send a publication as a shortcut or as a copy.
Email
In this case, a publication is delivered to all the intended recipients via email. You need to
fill out the From, To, Cc, Subject, and Message fields for all recipients. You can also attach
source document instances if required. If you are attaching any document, the attachment
name is automatically generated. Or you can specify a name for it or choose from the
placeholders list.
FTP Server, or
To publish the document on the FTP server, you need to specify the host, port number,
user name and password, account number, and directory name. The directory name is
automatically generated. Alternatively, you can also specify a directory name manually or
choose a name from the placeholders list.
File System
To set a local file directory as a destination, you need to specify the directory location, user
name and password needed to access the file location, and specify a name for your file.
You can have the file name generated automatically. Alternatively, you can also specify a
directory name or choose a name from the placeholders list manually.
You can publish a document in any of these five destinations. In case your publication contains
multiple documents, then you can merge those documents into a single PDF. And you can publish a
publication as a single ZIP file.
In addition to specifying the delivery rules, formats, and destination locations, you can also use the
options provided in InfoView to schedule the publishing process based on your requirements. That is,
you can specify when and how frequently you want to publish a document. You can choose to
publish the document immediately, only once, every hour, or on a daily, weekly, monthly, or yearly
basis.
This scheduling can be done by using the scheduling options – Recurring and On Demand. If you
want to schedule the publishing process on your own then use the Recurring option. And if you want
the recipients of your publication to schedule the publishing process then use the On Demand option.
Drill Down Home Page

Each of these options has its own benefits and drawbacks.
Page 1 of 3: Recurring
When a publication needs to be distributed regularly to a large set of recipients, you, as an
administrator, can schedule the publishing process to occur at specific intervals and retrieve data as
per the parameters you set. All the recipients of such a publication can access the publication from
the same location without requiring separate logon credentials.
The Recurring option offers a number of advantages:
reduce the database usage by allowing the recipients to view the same instance of the
document
use the system resources more effectively by reducing the database usage
save the memory space by storing the data on the Cache Server, and
quick and easy access to the data by allowing multiple access to the same report at the same
time
The only drawback of using this option is that the documents received by the recipients are based on
the parameters and record selection formulas defined by the administrator. Since the recipients are
not allowed to change any parameters or schedule the publishing process, they cannot control the
frequency at which the report is updated.
Page 1 of 2: On Demand
Even the recipients of a publication can schedule the publication process based on set parameters.
In such an instance, the recipients of the publication can schedule the publishing process and
retrieve data based on the parameters and selection formulas that are used in the publication.
The major benefit of using the On Demand option is that the recipients of the publication can
determine how frequently the data is updated. And they can access the publication from the same
location using separate logon credentials.
Page 2 of 2: On Demand
There are two major drawbacks of using the on demand option:
an increase in the database usage as multiple reports are published at the same time using
the Page Server and the database and
inefficient use of memory space as the Cache Server needs to store multiple instances of
each report
Question
Match each of the publishing options with its benefits and drawbacks.
Options:
A. Recurring
B. On demand
Targets:
1. Includes a large number of reports and recipients

2. Uses system resources more effectively
3. Only allows administrators to schedule the publishing process
4. Stores each report as a separate report page
5. Allows recipients to update report data
6. Generates multiple reports using the Page Server and database
Answer
Using the recurring publishing option, you will be able to include a large number of
recipients.
The most important benefit of using the recurring option is that it allows you to use the
system resources more effectively.
The major drawback of using the recurring option is that it only allows the administrators to
schedule the publishing process.
The major drawback of using the on demand option is that it stores each report as a
separate report page.
The only benefit of using the recurring option is that it allows the recipients to determine
how frequently the data in the report should be updated.
The other drawback of using the on demand option is that it generates each report using
the Page Server and database, which can overload these components and may impact
their performance.
Correct answer(s):
Target 1 = Option A
Target 2 = Option A
Target 3 = Option A
Target 4 = Option B
Target 5 = Option B
Target 6 = Option B
2. Publishing an InfoView report

To create a publication, first move to the Document List view in the BusinessObjects InfoView
window.
Graphic
To do this, click the Document List option in the Header panel of the home page in the
BUSINESSOBJECTS INFOVIEW window.
In the Document List view, choose the folder location where you want to create a publication.
Graphic
To do this, expand the Public Folders folder and click the Report Samples folder to create a
publication in this location.
After choosing the folder location, select the Publication option from the New menu.
Graphic
To do this, click the Publication option in the New menu.
On the New Publication page that opens, ensure that General Properties is selected in the
navigation pane.
Graphic
The New Publication page consists of a navigation pane and a details pane. General
Properties is selected in the navigation pane on the left and its details are displayed in the
details pane on the right. The other options available in the navigation pane are Summary
and Source Documents.
In the General Properties details pane, specify a title and a short description or summary for your
publication. In this instance, specify Sales Revenue as the title of your report. And Sales revenue
details of eFashion as the description.
Graphic
To do this, type Sales Revenue in the Title text box and type Sales revenue details of
eFashion in the Description text box.
Then, in the navigation pane of the New Publication page, select the Source Documents publishing
option to choose the report or document that you want to publish.
Graphic
To do this, click Source Documents in the navigation pane.
In the Source Documents details pane that appears, select the Add option to select the source
document or report.
Graphic
To do this, click Add in the Source Documents details pane.
In the Select Source Documents dialog box that appears, move to the folder where the source
document or report is saved. You can then select the report and add it to the publication.
Graphic
To do this, expand Public Folders and click Report Samples in the Select Source
Documents dialog box.
Choose the report and select the OK button to attach the same.
Graphic
To do this, in this instance, click the Sales Revenue report and click the OK button.
Once the source document is added to the publication, the navigation pane of the New Publication
page should display additional publishing options that help you set various attributes for the
publication. You can use the Save & Close button to retain the changes that you made to the
publication.
Graphic
To do this, click Save & Close. The navigation pane now contains additional options such
as Enterprise Recipients, Dynamic Recipients, Personalization, Format, Destinations, and
Additional Options.
After you have created a publication in InfoView, you can use the publication options to personalize it.
Graphic
The New Publication page is open. The Sales Revenue report is added to the publication
that you are creating.
For example, you can specify the users you want to receive the report using the Enterprise
Recipients publishing option.
Graphic
To do this, click Enterprise Recipients in the navigation pane of the New Publication page.
In the Enterprise Recipients details pane that is displayed, choose the BusinessObjects users for
whom you want to publish the report. After choosing the recipients, move it to the selected list. In this
instance, select Administrator as the recipient of your publication from the available list of recipients.
Graphic
To do this, click Administrator in the User List under Available section of the Enterprise
Recipients details pane. Then click the forward arrow button in the Enterprise Recipients
details pane to add Administrator to the Selected List.
Next, you can specify the format you want to publish your report to the recipients in by making
appropriate settings using the Format publishing option.
Graphic
To do this, click Format in the navigation pane of the New Publication page. The Format
details pane has sections called Documents, Output Format, and Output Format Details.
The Documents section displays the name of the publishing document, the Output Format
section has four options: Web Intelligence, Microsoft Excel, Adobe Acrobat, and mHTML;
and the Output Format Details section contains details about the document that you have
selected and the output format that you chose for your document. The Output Format
Details section also has the options All reports and Select one report.
In the Format details pane that appears, select the desired output format from the list of available
format options. In this instance, choose Web Intelligence as the output format of your publication.
Graphic
To do this, click Web Intelligence in the Output Format details pane. The other available
output formats in the list are Microsoft Excel, Adobe Acrobat, and mHTML.
After specifying the output format, select the Destination publishing option to specify where you want
to publish the report.
Graphic
To do this, click Destinations in the navigation pane of the New Publication page. In the
details pane of the Destination option, Default Enterprise Location is selected by default.
And the Show options for selected destinations section of the Destinations details pane
displays Default Enterprise Location and Package as ZIP File. The other available options
include Business Objects Inbox, Email, FTP Server, and File System.
In the Destination details pane that is displayed, select a destination location from the available list of
locations.
Graphic
To do this, in this instance, click Business Objects Inbox in the Destinations result pane.
Next, you can save the changes you made to the publication. The publication is saved in the same
location it was opened, which is Report Samples in this instance.
Graphic
To do this, click the Save & Close button.
Now, let's see how to schedule a publication in Infoview. You can schedule a publication from the
Document List view of the BusinessObjects InfoView window.
Graphic
The Document List view is open and Sales Revenue publication is selected.
To start the scheduling process, you can right-click the required publication and select the Schedule
option.
Graphic
To do this, in this instance, right-click Sales Revenue and click Schedule.
In the Recurrence details pane that opens, choose an option to specify when and how often you want
to publish the report to your recipients.
Graphic
The Recurrence option appears under the Schedule option in the navigation pane. The
details pane provides various options to choose the time and frequency of publication in the
Run object dropdown list. In this instance, Now is selected in the Run object dropdown list.
Choose the Schedule option to publish the report as scheduled, with all the changes that you have
made.
Graphic
To do this, click the Schedule button in the Recurrence details pane.
The report is published in the destination as scheduled. In this instance, the report gets published in
Business Objects Inbox.
Graphic
The Sales Revenue publication is open. The Sales Revenue report is published. This page
displays details such as when the report has been published, title of the report that is
published, who published the report, the status of the report, and the subscription
information.
3. Summary
InfoView helps you publish reports and documents to a large number of recipients without using any
additional application.
You can even add multiple reports to a publication and personalize it by specifying the recipients,
delivery formats, and destination locations for the publication. You can then schedule the publication
by specifying the time and frequency of publication.
Creating and Publishing Reports in InfoView

Learning Objectives
create a report using InfoView
publish a report using InfoView
1. Exercise overview
In this exercise, you're required to create a document using InfoView and save it. You also need to
save a copy of your document as an Excel file on your local system. Next, customize your report by
giving it a title and change its font, font style, and alignment. Finally, publish your document in
InfoView.
This involves the following tasks:
creating a document using InfoView

saving the document
giving a title to the report
adding recipients of the report, and
publishing the report
As VP, Sales with eFashion retail data warehouse, you need to showcase the sales performance of
the company in the last fiscal year to the senior management. For this purpose, you need to generate
a document containing the sales revenue of your company for the last year and publish it to all
stakeholders located across the globe.
2. Task 1: Creating a document

To collect the required data for the meeting, you need to create a Web Intelligence report listing the
quarterly sales revenue for the last year.
Create a query based on the eFashion universe to find the quarterly sales revenue of eFashion for
the last year. To get the required data, you can use the objects Year, Quarter, and Sales Revenue
from the Time period and Measures classes. You can then filter the data based on the Last year filter
in the Time period class. Finally, you can run the query to generate the report based on the selected
data.
You've already opened the Document List view in InfoView. The Report Samples folder of Public
Folders folder is selected so that you can create the Web Intelligence document in this location.
Steps list
Instructions
1. Click New - Web Intelligence Document
2. Click eFashion of the webi universes folder from the Universe list
3. Double-click the object Year from the Time period class in the Universe pane
4. Double-click the object Quarter from the Time period class
5. Double-click the filter Last year from the Time period class
Instructions
6. Double-click the Measures class
7. Double-click the Sales revenue object
8. Click Run Query in the toolbar
3. Task 2: Saving the document

You need to save the quarterly sales report in InfoView so that you can access it at any time in the
future. To ensure that all the stakeholders located across the globe can see the data in the same
format, you want to save the regional settings of the document. In addition, to avoid any
discrepancies in the data, you want the document to refresh each time it is opened.
You also want to save a copy of the document in your local system in PDF format so that you can
use it to create some graphs to showcase the quarterly sales trends.
Save the Web Intelligence document by the name, Sales Revenue in InfoView. Select the
appropriate options to retain the permanent regional settings of your document and ensure that the
documents are automatically refreshed every time you open the document. Also, save a copy of your
document as a PDF file in the sapuser's Documents folder of My Computer.
The sales revenue report is already open for you in InfoView.
Steps list
Instructions
1. Click Document - Save
2. Type Sales Revenue in the Name box and click the Permanent regional formatting option in the Save As
dialog box
3. Click the Refresh on open option and click OK
4. Click Document - Save to my computer as - PDF
5. Click Save in the File Download dialog box
6. Click Save in the Save As dialog box
7. Click Close in the Download complete dialog box
8. Double-click the Sales Revenue PDF file in the sapuser's Documents of My Computer
4. Task 3: Giving a title to the report

Now, based on the data used in the report, you want to give an appropriate title to your report. In
addition, you want to change the default formatting of your report title to make it look more
professional.
Customize the report by specifying Sales Revenue as the title of your report. Then use the options
available on the Editing toolbar to change the font type of the report title to bold and underlined, and
then align it to the center of the report. Finally, change the font of the report to Times New Roman.
The Sales Revenue report is already open for you in InfoView.
Steps list
Instructions
Instructions
1. Select the report title and type Sales Revenue and then click outside the report title box
2. Select Sales Revenue
3. Click the Bold icon
4. Click the Underline icon
5. Click the Align Center icon
6. Click the Font dropdown and click Times New Roman
5. Task 4: Adding recipients of the report

You have created and formatted a report. Now, you want to publish this report to all the attendees of
the meeting.
Create a publication with the Sales Revenue report as the source document that you want to publish.
Specify Sales Revenue as your publication title and Sales revenue details of eFashion as the
description. Then change the settings to publish the report to all administrators.
The Document List View in InfoView is open for you and the Report Samples folder of Public Folders
folder is selected to create the publication in this location.
Steps list
Instructions
1. Click New - Publication
2. Type Sales Revenue in the Title field, type Sales revenue details of eFashion in the Description field, and
click Source Documents
3. Click Add
4. Click Sales Revenue
5. Click OK
6. Click Enterprise Recipients
7. Click Administrator
8. Click the > button
6. Task 5: Publishing the report

You also want to publish the report to the Inbox of all the attendees of the meeting in the Web
Intelligence format so that they can use it in the meeting and also keep it for future reference.
Set Web Intelligence as the format you want to publish the report in. Then set the report so that it is
published in the inbox of all administrators in the Web Intelligence format. Finally, schedule your
report to publish now.
The New Publication window is already open for you with the Format option selected in the
navigation pane.
Steps list
Instructions
Instructions
1. Click Format
2. Click Web Intelligence
3. Click Destinations
4. Click the Business Objects Inbox checkbox
5. Click Save & Close
6. Ensure that the Sales Revenue publication is right-clicked and click Schedule
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18/11/2019 Skillsoft Course Transcript

SAP BusinessObjects: InfoView

2. Viewing and Organizing Documents

3. Using InfoView Interface Options

2. Publishing Reports with InfoView

3. Creating and Publishing Reports in InfoView

The InfoView User Interface

1. Using InfoView interface features

The Document List page of InfoView is open.

1. The Open button in the Header panel

1. The Open button in the Header panel

2. Accessing sample Crystal reports

In this example, you click the Demonstration folder.

In this example, you double-click the Comparative Income Statement report.

What is the first step to do so?

Viewing and Organizing Documents

1. InfoView reporting applications features

Desktop Intelligence document

To open an existing document, you click File - Open.

Finds the specified text in the report

Undo previous action

Redo previous action

To do this, you click the Start/End Drill mode option.

You can also take a snapshot of the drilled-down report.

Export this report

You can edit the Crystal report by changing its parameters.

To edit the parameters, you click the Show/Hide Parameters Panel.

To apply the settings, you click the Apply button.

To access the Dashboard Builder, you need to have administrator rights.

To do so, you click the Edit Dashboard option.

Match the applications managed in InfoView with their descriptions.

2. Creating a new folder or category

InfoView provides two types of folders such as

InfoView provides two types of categories.

To do so, you click the Switch to Folders option.

To do so, you select the My Favorites folder.

To do so, you click OK.

To do so, you select the Personal Categories.

To do so, you click OK.

To organize these documents, you can create folders or categories in InfoView.

Using InfoView Interface Options

This involves the following tasks:

opening a sample report and

2. Task 1: Opening a sample report

Open a sample demonstration report named Comparative Income Statement in InfoView.

The InfoView home page is already open.

1. Click the Document List button

2. Expand Public Folders - Report Samples

3. Task 2: Creating a new category

The Document List page is already open.

1. Click the Switch to Categories button

2. Select Personal Categories

3. Click New - Category

4. Type the category name Sales Report and click OK

Creating and Formatting Reports with InfoView

1. Creating Web Intelligence report

The three different types of reporting tool in InfoView are

Desktop Intelligence is a windows-based tool and it needs to be installed on every computer.

accessing classes and objects

Match each of the reporting tools with its associated features.

1. Can be accessed from any computer

As Desktop Intelligence is a Windows-based tool, it needs to be installed on every

Desktop Intelligence uses wizards for creating reports in InfoView.