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SAP Business Objects Business Intelligence offers a number of different tools for reporting and analysis. Those are: Crystal Reports - for advanced, pixel-perfect static reporting, provides a wide variety of scheduling and delivery options and integrates easily with .NET and Java applications. Web Intelligence - powerful analysis tool which offers interactive reporting and analysis for information consumers. With Web Intelligence users can query the organization's databases using everyday business vocabulary without having to understand the technical way the information is stored. Web Intelligence is accessed through the BusinessObjects portal InfoView via an internet browser which allows users to share documents with other users. Web Intelligence can also be used offline as Web Intelligence Rich Client, a standalone Microsoft Windows application that lets continue to work with Web Intelligence documents offline (no InfoView connection available) and Web Intelligence is deployed without installing BusinessObjects Enterprise servers or an application server. Desktop Intelligence - analysis and reporting tool which enables offline reporting and works in a clientserver architecture. It has been replaced by Webintelligence and Webintelligence Rich Client Voyager - OLAP analysis tool. Voyager is an application designed for business analysts which analyze data stored in OLAP data sources. It provides many sophisticated data analysis methods along with advanced charting features such as bubble, radar and scattered charts.
Crystal Celsius - interactive graphical visualization reporting tool which uses Flash technology to
create rich dashboards, interactive reports and what-if analysis. It is a presentation tool that bases its source data on excel spreadsheets and visualizes the data as interactive presentations with interactive charts and what-if scenarios.
BusinessObjects Data Services
BusinessObjects Data Services is a complex platform for the data integration process and constitutes the latest version of Business Objects application. In comparison with previous versions of BO ETL (BusinessObjects Data Integrator), a Data Quality module is the integral part of Data Services.
The SAP BusinessObjects Data Services platform has a modular structure and consists of the following tools:
Data Services Designer
It is a fat-client application that enables the data workflows which are classified in tasks to be monitored. Data Designer helps define connections with the various data sources that are stored as separate data sources (Data Source) and all changes in a given connection are updated once and any other occurrences of data sources will be updated automatically.
BusinessObjects Data Services application offers a number of pre-defined transformations and functional objects that allow modeling of the ETL flows. Among other, these objects are:
data merging (MERGE), column mapping (QUERY), performance of SQL queries (SQL), validation of records (VALIDATION), comparison of table contents (TABLE COMPARISION), Parent-child relationship management Surrogate and natural keys generation conditional expressions which model the data flow
There is also a possibility to programme specialized functions with the use of the particular script language. Thanks to those functions it is possible to manage data operations, refer them directly to the data sources and communicate with controls and objects.
Any data flow that is already defined and loaded into the repository can be used repeatedly and constantly. Using Data Designer gives the opportunity to design and monitor the executions of the data flows.
This application is available from the internet browser (Internet Explorer and Firefox) and consists of the following functional modules:
This module is designed for the ETL platform and the application repository management and for scheduling and monitoring ETL jobs. Each of the tasks processed by the ETL server generates log file that is available for a given period of time. The administrator is allowed to access the transformed tasks and check the details such as starting and finishing time of the task, execution time and the status of the data.
The monitoring process can show incorrectness of some tasks (on a log-level) which delivers specific reports of these errors (from the ETL server or database). There is also a possibility of defining our own reports using the script language. ETL tasks can be executed on demand or using a schedule. Schedules can vary from simple to advanced with the use of Data Services scheduler or BusinessObjects Enterprise platform scheduler ( available in the BOE BI portal).
This module generates the ETL projects documentations (rft/pdf) with required level of specifications.
It allows to preview data validation on the basis of the defined rules and estimation and identification the potential errors or inconsistencies of the data source
Impact analysis and Data Lineage Analysis
This module integrates metadata of the SAP Business Objects platforms from the source to the report. It allows tracing a given raport element or value back to the source system and find out what transformations has been performed to calculate this value.
This module presents statistics and history of the ETL server tasks as functional dashboard. The user has an opportunity to preview the execution status of the tasks with the detailed information in the defined period of time.
Data Quality Reports
This module allows to review the predefined set of reports. Reports are generated during the ETL jobs implementing the Data Quality data processing.
BusinessObjects Data Services solutions are built based on a central repository which is independent from the local repositories of the ETL developers. Without the necessity of installation of the additional modules, it supports the team work in the ETL projects. The central repository allows adding tested scripts and then import them to local repositories or check them out and open them in exclusion mode. Versioning is also fully supported.
SAP BO Strategy management and Enterprise Performance Management
SAP Business Objects implements strategy management and Enterprise Performance Management mainly through the following two products: SAP Strategy Manager (SSM) and Business Objects Performance Manager (PM) and also with Cartesis for financial dashboards and scorecards and XCelsius for interactive dashboards based on rather small data volumes. Basically, the SAP roadmap shows that SAP Strategy Management (formerly known as Pilot Works) will be the replacement for the BusinessObjects Performance Management module.
Enterprise Performance and Strategy Management applications offer the following tools, applications and methods: Balanced Scorecards (BSC) - a strategic performance management tool for indicating whether the goals, vision and strategy of smaller-scale operational activities are aligned with the organization's big-scale objectives. A typical Scorecard uses 4 general perspectives: Financial perspective, Customer perspective, Internal process perspective and employee perspective (also referred to as innovation and learning). Key Performance Indicators (KPI) - based on a strategy map and strategic objectives, strategic performance metrics or KPIs are used to track performance and identify trends. The performance indicators are usually implementing the red-orange-green status notation and the underlying information is linked to reports containing related, more detailed information. Dashboards - the whole business intelligence environment can be visualized with an intuitive interface with rich graphics capabilities to quickly create visually appealing dashboards. Dashboards are personalized which enables business users to self-assemble and customize the content to meet their expectations.
. Rules. Initiatives view . warnings.which helps assign participants and owners to a given strategic objective and assign priorities to projects and their milestones. events monitoring and suggestions help identify and react quickly on potential threats The structure of an organization can be linked through scorecards and KPI's to a particular division or a single employee.
BusinessObjects Universe concepts and basics Universe designer .objects and classes. Data security .data exposed by the universe can be limited to a specific group of users. Creating measures in SAP BusinessObjects universe designer . Universes are made up of objects and classes that are mapped to the source data in the database and accessed through queries and reports. 6.Business Objects Universe The BusinessObjects universe is a business representation of organization's data that helps end users access data autonomously using common business terms and it isolates business users from the technical details of the databases where source data is stored. region. Users retrieve data using descriptive terms used in the business environment with the company's business terminology. customer. revenue. first step in a schema design process Creating joins between the tables. Universe is a semantic layer that maps complex data into descriptive business terms used across the organization. intuitive graphical environment. margin or costs. The Universe Designer application allows users to create universes in a simple. Universe concepts . such as product. Tutorial lessons 1.only the metadata modeler (universe designer) needs to know SQL and understand the complex database structure. 7. Adding tables. 3.a graphical tool for creating universes in the BusinessObjects environment Working with Universe designer . next step in a schema design process Creating dimensions . Benefits of using Universes The main benefits that come with Universes are: Separate business and IT responsibilities . 2. Maintenance of the universe is easy End-users can use a simple interface to create reports and analysis and work with consistent business terminology. 5.explains how to use the Designer environment and how to perform basic tasks 4.
Web Intelligence Rich Client. the universe file has an . the business users can access data stored in relational databases.unv extension and contains the following information: Connection parameters to a data source . grouped into classes. Through universes. The query is built by selecting objects defined in the universe. tables. Snowflake or Fact Constellation schema). It is absolutely necessary to understand the underlying data prior to starting the universe development process. A diagram of the tables and joins used in the database structures that are included in the schema. which map to actual SQL structures in the database such as schemas. universes can be joined on a report level (in WebIntelligence for instance). SQL structures (objects). create reports and analyze data. columns. This might be a data warehouse model (Star. Every universe contains the following two structures that represent the source data: . metadata sources. Technically. For reporting and analysis. the business users select the universe they want to use and they build queries in Web Intelligence. without knowing anything about the underlying data structures in the database. functions and procedures. OLAP cubes. Universe modeling process The design and scope of a universe schema should always derive from the end-user requirements as it provides an interface for them to run queries against a source database.BusinessObjects Universe concepts Business Objects Universe file BusinessObjects Universes are files made up of objects and classes that map source data structure in the database to the business terms used by the non-IT report authors and analysts. Desktop Intelligence and other tools. Data Mart or a production OLTP source system. However if necessary.only one source can be defined for a universe. JavaBean data sources and personal data files.
deploy and read definitions of the universes. stored in the BusinessObjects repository. Analysis of the end-user requirements is the most important task in the process.is a component named with a business naming standard that maps to data in the database or calls a database function or uses other objects from within the same universe. Import a universe from the repository. Object . Thus in most cases working with Universe Designer includes three steps: importing a universe. 3. Classes can be divided hierarchically into subclasses and represented as folders on a tree hierarchy in the universe pane. It is a client application. Users must be involved in the universe development process as it should fulfill their needs both with the business language and naming convention and the data that can be accessed. . a Detail or a Measure. Log on to the BO Repository and select on of three available options for opening universes: Create a new universe. Class . then deploying the universe to the repository. A universe becomes visible in the SAP BusinessObjects platform and is available for reporitng once it has been exported to the repository. It strongly advisable to spend most of the universe development time and put much effort in the Preparing. 2.is a logical grouping of objects within a universe which represents a category of objects. A high-level overview of the universe creation process is the following: 1. modify. indicates the category of the contained objects. Analyzing and Planning phases. modify. accessible after the installation in Start -> Programs -> Business Objects XI -> BusinessObjects Enterprise -> Designer. facts or calculations used by the business users. Open a universe directly from the file system. stored in the BusinessObjects repository. deploy and read definitions of the universes. BusinessObjects Universe Designer Universe Designer is a tool that lets users create. Objects represent meaningful entities. BusinessObjects Universe Designer Universe Designer is a tool that lets users create. Each objects can be qualified as a Dimension. making changes.
Create joins. for instance doing a right-click in the Universe pane shows a drop-down menu for creating classes and objects.located on the right-hand side. Set up the universe parameters and connect to the data source. The database tables and views are selected and browsed through a graphical interface in the Universe Designer (a schema diagram). details and measures. arrange tables option. Define hierarchies. 6. The place where users insert the database tables and view the universe structure that generates the FROM and SELECT clauses into a SQL statement. Universe Designer can store connection definitions to multiple data sources. Define filters and implement user security. tested and has passed all quality assurance checks it is ready to be deployed to the production environment.display on the screen when the right mouse button is clicked. Insert. contexts and resolve loops in the schema definition. Connect to the source database where data is stored using a connection wizard and save the connection parameters. Create classes. Window and Help Toolbar buttons .three toolbars are available: Standard toolbar. 5. roll-up/unroll tables (show all . drag and drop operations.4. Once the universe has been built. creating joins. alias tables. An object explorer view provides a windows-explorer-like tree to represent and arrange objects that map to the columns and SQL structures. Define dimensions. Create aliases and contexts. Building the universe inludes the following sub-tasks performed by a developer: Name the universe.the menu bar has standard options known from other windows based applications. The schema diagram interface is used for manipulating tables. Working with BusinessObjects Universe Designer The operational commands can be issued in Universe Designer in a few ways: Menu options . 7. Universe Designer window The BO Universe Designer window is split into two main areas: Structure pane . represented in the schema view. 8. When building reports and performing analysis. Define lists of values and help text. Edit. These menus usually give developers access to options related to the performed task. View. however only one connection can be defined for each universe. business users select these objects to run queries against a database. Right-click menus . Editing toolbar. Tools. The structure pane is a dynamic graphical view which can be adjusted easily and navigated with such commands as zoom. Formula Bar toolbar. which are: File. subclasses and objects.
which can be easily inserted into the designed schema. .located on the left-hand side. The Table Browser is an independent window that shows a tree view of the tables. a View table/column values option is available for gaining a partial view of the data content of the given table or column. in which users create the classes and objects seen later when building queries using the given universe. Furthermore. views and columns in the database. Universe designer view with object explorer view (left-hand side) and a schema diagram (in the center) Schema design: adding tables A Table Browser a component available in the Universe Designer which allows the designer to select tables from the target database (it shows a list) and place them on a structure pane. Universe pane (object explorer) . The objects physically point to the tables from the Structure pane. which shows a visual representation of the physical data structure to which the universe is mapped.columns or table header only).
expand a table in the Table Browser. Single tables or multiple tables simultaneously can be inserted into the schema (with drag and drop. which outputs a report that joins every column in the first table to every column in the second table. Double-click the background area of the structure pane. If no joins are specified in a database structure. There are several approaches to defining joins in Universe Designer: . The Table Browser can be also used to preview the source data in a table or a column of an underlying database. To do this.The Table Browser can be invoked using one of the following methods: Click the Table Browser button. Select Insert Tables from the menu. right-click a column or the entire table and click View Table Values. click the Arrange Tables button to arrange tables horizontally Schema design: creating joins between the tables Joins create a relationship between the tables so that the correct data is returned for queries that are run on multiple tables and ensure that the data is combined in a meaningful way. an insert button or just double-clicking a table). To get a better view of the tables in the structure pane. the resulting query produces a Cartesian product. Right-click the Structure pane and choose Tables from the drop-down menu.
>=. The available operators are: =.table at the right of the join. Manually in the schema. Universe Designer uses cardinality to detect and resolve loops. Using the Join SQL Editor to explicitly type in the join expression. In the Edit Join dialog box .defines the cardinality for the join. Join cardinality The join cardinality defines how many rows in one table will match those in the other. . which can take a long time) and accuracy (works ok only with totally normalized data) it is strongly advised to apply cardinality manually.One-to-one (1-1) . Join properties Each join has the following properties to define: Table1 . Table2 . Operator .table at the left of the join.select Insert -> Join from the menu or click the Insert join button. !=. Be careful using this method as it might produce errors because of the fact that the algorithm uses column names as the key for creating joins. Cardinality . <=. For efficiency (detection tool runs 3 queries on every join. Joins can also be detected and created automatically. Between (theta join) or Complex Outer Join . >. Shortcut Join Expression .Many-to-one (N-1) . The cardinality can be: .One-to-many (1-N) .determines which table contains unmatched data in an outer join relationship.defines how the tables are joined. <. graphically by using the mouse to drag a line between columns in separate tables.Many-to-many (N-N) Join cardinality can be set manually or with the automatic detection tool.an editable WHERE clause used to filter the data that is returned when the two joined tables are included in a query.
Each object in a Business Objects universe can be one of the following types: Dimension is a main analysis object in a query. are dimension objects . End-users select objects (or drag them from Query Panel Data Tab into the Result Objects pane) to build and run queries and reports. Measure ..Schema design: creating dimensions Dimension objects and classes form Business Objects universes.provides descriptive detail data about a dimension (maps to one or more columns or functions). Objects represent meaningful entities. It maps to one or more key columns in a database (key to a query. City. where: . For example.Zip code and address are dimension details objects .Store and Store Details are classes (Store Details is a subclass of Store) . in the screenshot below there is an example of a store dimension. a month name in time dimension can be a detail of month index. Dimension objects can be organized hierarchically within a class to make default hierarchies for drill-down operations. time can be a dimension with year-month-day hierarchy.State. Classes can be defined as folders and can contain subfolders to form a tree hierarchy and break down objects into subsets. etc.provides metrics (aggregated numbers) by which dimensions are compared. facts or calculations that end users see in the Business Objects end-user querying tools (WebIntelligence for instance).. To understand the concept better. not necessarily primary key database columns). For example. Objects in a universe are grouped into classes and each object must belong to a class. Detail .Store is the name of the dimension .
Measures are flexible as the values they store depend on the dimension objects used with them. Measure object are calculate with one of the aggregate functions.. object classification. enter descriptions. To create an object. click an existing class in the universe pane and select Insert->Object from the menu or Insert Object from the Editing toolbar or doing a right mouse click. Click an existing class in the Universe pane and select Insert->Class from the menu or Insert Class from the Editing toolbar or doing a right mouse click. The Edit properties window will pop up.Extended sales floor size is a measure object Store dimension example Creating dimension classes and objects There are several ways to create dimension classes and objects in the Universe Designer: The easiest way to create classes and objects is simply by dragging the entire table from the Structure pane into the Universe pane in Universe Designer. SAP Business Objects provides the following most commonly used basic types of aggregation: Sum Count Average Maximum . Schema design: creating measures Measure objects provide calculated numeric information (aggregated numbers) by which dimensions are dynamically compared. It is necessary to review all objects and set properties like change names.
Minimum The full set of aggregate functions is listed in the Number Functions selection list of the Edit Select Statement window. Aggregation at SELECT level starts when a query is created by an user. a SELECT with GROUP BY statement is created. Then the data is returned to a microcube where the first level of aggregation occurs. Aggregation at projection level means that when a query is run and the resultset is loaded into the microcube. all from that microcube is projected into a table or chart in the report (a block). Whenever the SELECT statement contains an aggregate. Sample measures folder From the technical point of view and speaking the SQL language. Therefore. the SQL is run and the microcube gets the results. a reporting tool creates the SQL and sends a SELECT statement to the database. etc.). whenever a query contains measures with dimensions. There are two levels of aggregation in the SAP BusinessObjects query process: at SELECT level and at projection level. every dimension column of that aggregate must appear in the GROUP BY clause and measures must include an aggregate functions (sum. the microcube projects the aggregated data onto a report. no projection aggregation takes place. . avg.
Business analysts access the information using their everyday business vocabulary without having to understand anything about the technical way the information is stored in the data warehouse.explains how Web Intelligence queries and retrieves data from the data warehouse Web Intelligence Query Filters . . Web Intelligence uses universes (created by datawarehouse developers or modelers) to access the data and provide a business oriented view of the data. Web Intelligence Tutorial lessons Web Intelligence query .creating advanced reports by using multiple data sources. scheduled. printed out or send via email. Web Intelligence is accessed from the SAP BusinessObjects portal InfoView via an internet browser.SAP BusinessObjects Web Intelligence Web Intelligence is a tool for analyzing the organization's business information and creating ad-hoc reports. Once opened. Web Intelligence is a tool for business users which provides an easy-to-use interface for analyzing data in a data warehouse to help with the decision-making business process. With the InfoView portal those documents can be shared with other users. users can create and edit Web Intelligence documents and analyze the data displayed in them. Its capabilities range from basic and simple to very complex reports and webintelligence allows users to share the information throughout the enterprise easily.restricting data with filters Designing Web Intelligence Reports Formulas and Variables . multiple queries or multiple universes. This results in the fact that the users have access directly to the source database allowing for robust query and analysis options (they are not limited to a personalized OLAP cube for instance) which helps significantly in responding to everyday questions and resolving problems.making calculations and using the formula language Multiple Data Sources .
Amount of documents or reports you see may depend on level of your authentication Select New tab from menu that appears under the top menu. Second step after selecting the universe. measures and details. To built a query drag-and-drop objects you want to use to Result Objects pane. Dimensions are objects that divide report into columns and rows. Dimension objects are usually mapped to character-type data. Universe is a collection of classes and objects that maps you to business information stored in a data warehouse. for example dates. . After you have chosen a universe you should see Edit Query view. To see SQL statement of the query click on Viw SQL button on the top menu. is building a query using objects from the Universe pane (left hand side of the screen). Objects in this pane will be avaible in Edit Report view. Objects are stored in folders and are divided to dimensions. Detail objects bring extended or additional information abaut dimensions for example Postal Code can be a detail of Address dimension. customer names or countries. Measures are objects that fill the inside of reports and are usually mapped to numeric data for example sales revenue or income. Graphical presentation of different types of objects is provided below: Creating a Web Intelligence report To create a Web Intelligence report using InfoView you need to: Select Document list tab from the top menu or select it from Navigate pane.Web Intelligence query This lesson explains how Web Intelligence queries and retrieves data from the data warehouse to create a Web Intelligence document select universe you want to use. than select Web Intelligence Document Choose the Universe you want to use from the list to build a query. After that you should see documents grouped in folders. Drag and drop objects you want to use to Result Objects pane.
but in some cases setting to many filters may cause that no data will match your limitations. Custom filters Custom filters are restrictions or limitations of data defined by a user during creating a query. This will reduce amount of result records by setting a filter.defined in universe Custom filters . Then you need to set an operator and type a value that limits data retrieved by query.created by user Prompts . you want to set filter on to Query Filters pane. Query filters There are several types of query filters you can create: Predefined filters . which you can customize in many ways. They are the most important or most often used data limitations. In case you have selected the In list operator. so users don't have to specify them each time they're creating a query. just drag-and-drop it to the Query Result pane or simply double-click it. If your query is ready. Now you should see a default report. you can type multiple values. Predefined filters are always avaible. click Run query button. You can set several custom filters on one query. You can also drop objects into Query filters pane. This will bring you to Edit Report view.filters set by user on report Predefined filters A predefined filter is usually created by an administrator of the universe (data warehouse metadata modeler). . To create a custom filter drag-and-drop an objects you want to. To select a predefined filter. You can always back to Edit Query view by selecting Edit Query button.dynamic filters displayed after refreshing document Quick filters .
To set a quick filter. Select the values of the filter that you want to retrieve from the database and click Run query. Quick filters Quick filters are filters that user can set on any report. To set a prompt you need to: Drag-and-drop an object you want to set filter on to Query Filters pane Change the proprerties of the filter by select Prompt Enter the question that will be displayed after refreshing the report Click Run Query. Than click Add filter button. The same window will appear if you select Refresh Data on Edit Report view. Prompts window will appear. Usually you put dimensions objects as headers and measures as the inside of a report. They do not have any influence an retrieved data. You type or select values that you want to limit the data retrieved from database by a query. Designing reports You place objects on reports simply by draging-and-dropping objects you want to use on a report.Prompts Prompt is a dynamic filter that displays a question every time you refresh a report. in the Edit report view select a column that you want to filter values from. The place where you drop an object in a particular cell matters. in List of Values window select values you want to be displayed on the report and click OK. If you drop an object: In the center of a cell . You can place objects in headers of a column or rows to create a headers or place them in the inside of a report to fill it with data. they only limits the data displayed on a report.it will fill this cell with data . No other data will be avaible on the report.
You can also change the color of the report.it will add a row below this cell and fill it with data On the left side of a cell . Then you place objects on the chart by draging-and-dropping dimensions as axes and measures as lines. Most of this options are similar to MS Office and are avaible on top menu or the Properties tab. To create a chart you can simply select the Template tab and drag-and-drop a chart template you want to use on a report.it will add a row above this cell and fill it with data In the bottom of a cell . If you want to create a chart based on a table report you can simply right-click on this report and select Turn to. On the top of a cell . then drag-and-drop a templete you want to use on a report. size or style of a font. Choose a chart template and click OK button to finish.it wil add a column on the left and fill it with data On the right side of a cell . You can create sections in a report. To create a section drop a dimension object above a report.it wil add a column on the right and fill it with data There are several basic report templates you're able to use to design a report: Horizontal table Vertical table Crosstab table Form table To change the default template of a report select Templates tab. Report sections divide data presented in a report into many reports divided by a dimension. . size of cells etc.
. Click Validate button to check the correctness of a formula Select OK Creating a variable To create a variable you need to: Select a cell or column that contains calculation or formula you want to save Select Create variable button from Formula Toolbar. Formula Editor window will appear. Custom calculations To make a custom calculation you need to: Select a cell or column where you want to place a formula or calculation Click Show/Hide Formula Toolbar button from the top menu Type in formula or if you want to create more complex calculations select Formula Editor. You can also save formulas as variables. objects. Create a formula using functions. average. operators by double click on them or dragging-anddropping them to Formula pane. If you need more complex calculations you can use formula language to build them. you see tips and examples of a funcion in a descrition pane. Variables gives you and other users an easy way to use your custom calucations in the future. maximum. When you select a funcion. minimum. Create Vormula window will appear.Formulas and variables To make calculations on your report you can use stadard calculation funcion like sum. count.
You can change the name of a duplicated variable using Variable Editor. Multiple data sources You can create a report based on multiple sources or queries. Variable Editor appers. Using multiple data source gives you possibility to present data form different queries on the same report. To commit changes select OK. New object appears in Data pane. Defining more than one query can be necessary when data. right-click on the variable and select Duplicate. Defining more than one query can be necessary when data. To duplicate a variable. . Multiple data sources You can create a report based on multiple sources or queries. Type in name of the formula Select the type of a new objects in Qualification list. Click OK. To edit a variable. A duplicated variable appears with a default name. you can change name. right click on it than select Edit variable. It is also possible to edit and duplicate existing variable. you want to put one the report is avaible in more than one universe (that can be caused by several data sources – one universe is based on one data source) or when you want to build many differrent queries based on one universe. you want to put one the report is available in more than one universe (that can be caused by several data sources – one universe is based on one data source) or when you want to build many different queries based on one universe. qualification and the formula of a variable.
Select used universe if you want to add a new query to the same universe or select new. Build query defining objects and filters you want to use similar to previous query. Working with multiple queries You can switch Queries selecting the tab with a name of a query on the bottom of Edit Query view. .Adding a new query To add new query you need to: Select Add Query button in the top menu or right-click on query tab in the bottom left. that will bring you to Edit report view. When additional query is finisher select Run Query button. Universe window will appear. than select Add Query. from the avaible universe list if you want to create a query to a different universe. Universe window shows the list of universes grouped in universes that are already in use and avaible universes. To create a table report filled with data based on multiple queries or sources there must be at least one common dimension to make it possible.
.In the Data tab of Edit Report view. when you select an object you can see that objects that are brought by different query are grayed out.
info/crystalreports. From the SAP Business Objects Enterprise platform standpoint. When used within the SAP BusinessObjects Enterprise business intelligence platform.sap-businessobjects. .htm . Crystal Reports Server is an enterprise reporting solution that helps create. The reports are developed and published using a Crystal Report Designer application. feature-rich reports and integrate them easily with software developer kits (SDKs) into web and Windows applications using Java. and COM applications.the guide provides information on sub reports and how to combine unrelated reports into a single report.NET. and deliver reports over the web or embedded them in enterprise applications using SDK. Crystal Reports Server is designed and supplied to support departmental or workgroup requirements and is ideal for mid-sized and small companies. manage. Crystal Tutorial lessons Report Designer overview with an explanation of tabs and major options Report creation wizard .a guide on how to create charts using chart expert Formulas . viewed through the InfoView portal and managed and deployed in a web-based environment (within Windows.using Sort Expert and Group Expert to manipulate data on a report Chart expert . Crystal Reports is an application which allows users to create flexible. pixel-perfect. administration and customization.use of sections in the reports Sorting and Grouping .creating reports with a report creation wizard Sections .the lesson shows how to use formulas in Crystal Reports and provides the most often used real-life examples of formulas. http://www. the Crystal Reports Server is a smaller alternative and is a lot less powerful in terms of a web portal (InfoView). Sub reports . Crystal reports can be published to the web. fully integrated with the SAP BusinessObjects Enterprise platform.SAP BusinessObjects Crystal Reports tutorial SAP BusinessObjects Crystal Reports is a thick client report design tool. Unix. and Linux platforms).
OLE DB or JDBC connectivity to databases.Crystal Report designer The Crystal Reports Designer is an application which provides graphical interface to develop reports and provides flexibility and control during the creation of highly formatted. Design tab basic sections: Report Header . The outlook of the ad-hoc chart and map reports is supported by the intelligent charting feature that automatically recommends the best chart type for a given set of data. Crystal Reports lets control over most features. including formulas. pixelperfect appearance without any custom coding. groups and sorting. For more advanced users. CR provides native. Design tab provides environment for designing a report. Data you want to place on the report is represented by fields that you put in sections of the report. Crystal Reports report designer is composed of the Toolbar. ODBC. conditional formatting and object positioning so the reports can be highly customized. enterprise applications. streamline the number of reports by using parameters and organize data in a logical manner using sections. Insert. For novice users. It is also easy to link data from multiple sources and in multiple languages within the same report. files. In the Design tab you can also do formatting or specify sorting order and grouping. It includes a complete and rich set of layout and design controls to give the created reports a professional. Crystal Reports includes an intuitive report design expert and a report creation wizard. Experts. Design tab and Field Explorer and Report Explorer tabs. feature-rich reports. The underlying SQL for every report developed in Crystal Reports can be customized which provides a complete control over how the data is queried. OLAP. Navigation bars. Crystal Reports provides a set of over 35 data connection drivers to any relational. Toolbar is divided into Standard. logs. Formatting. program elements or BusinessObjects Enterprise universes. XML or in-memory data source.
modify or delete fields from the report. Select tables you want to use and click OK. Page Header Details Report Footer Page Footer Click here to find more about Sections Field Explorer is used to insert. Database Fields folder consist a list of database tables and columns you can retrieve data from. To put field on the report drag it and drop field frame on the report or select a field and use Insert Field button from the Field Explorer toolbar. In the Database Expert dialog box select connection to the database or create new one. right-click on Database Fields folder and select Database Expert. If you're not connected to the database. Expand the Database Fields folder to see all available objects. .
From the list of special fields choose the one you want to use and drag-and-drop it in the section where you want to place it. . To add Special Fields like page number. print date or comments expand Special Fields folder in the Field Expert tab.You can switch from the Field Explorer tab to Report Explorer tab to manage sections of the report.
To insert Text object select Insert Text Object from the Toolbar. You can also preview report in HTML format. You can also put a picture on the report. totals and specify sorting criteria. Mailing Label Report Wizard and OLAP Cube Report Wizard. You can also set a display order of the groups to ascending or descending. This screen will be shown only if tables you choose are linked. use Print Preview on the Toolbar. Connections that have been used before are listed in History folder. where data is presented as a cross-tab object. In the Data screen select fields you want to put on a report by moving them into the Fields to display section. OLAP Cube Report Wizard lets you design report based on OLAP data sources. Mailing Label Report Creation Wizard helps you create and print report in any mailing label size. make groups. . browse for picture you want to use and open it. Report Creation Wizard The easiest way to build a report is to use a Report Creation wizard. Cross-Tab Report Wizard gives you possibility to create report. click HTML Preview button. Check the links between tables and click OK if tables are linked properly. There are four types of wizards – Standard Report Wizard. It helps you link to the database tables. To do this click Insert picture button from the Toolbar. add fields. Report preview will be generated. To do this. Fill the frame with a text. To preview the report before printing it. To create a report using Standard Creation Wizard you need to: In the Start page click Standard Report Wizard to open wizard dialog box Choose a connection to the database tables or create new one. Draw the text object frame in the section you want to place it. Cross-Tab Report Wizard. Grouping screen let's you set groups by selecting particular fields that will make groups. Place the picture frame in a particular section. Choose tables you want to use and move them to the Selected Tables section then click OK.
The summary of a field will be shown in the bottom of the report.fields placed in this section are printed at the beginning of each new page Details – fields in this section are printed with each new record Report Footer . You can set additional group sorting based on group summaries totals in Group Sorting screen. Select a template that suits your needs and click Finish to preview the report.fields placed in this section are printed at the bottom of each new page . Mailing Label Report Wizard and OLAP Cube Report Wizard works in the similiar way and is pretty intuitive. Creating reports using Cross-Tab Report Wizard. Crystal Reports by default provides five main sections: Report Header – fields placed in this section are printed once. In the chart screen select weather you want to put a chart on the report or not. at the beginning of the report Page Header . However. Select an operator and a value of a filter. In the Summaries screen select fields that you want to be summarized. Select fields you want to set filter on and move it to the Filter fields section. You can also choose a type of a chart. Record selection screen gives you possibility to set filters on the report. it needs to be stated clearly that it is impossible to create an advanced report with any of the Crystal Reports wizards. The last step is selecting a template of the report.fields placed in this section are printed once. Sections Sections are the design areas which you use to build your report. at the end of the report Page Footer .
their data and display order is changed To merge sections you need to: . there appear with lettered a.More sections will appear if you add groups or simply insert new one. Note that you can only delete section if there are lettered. New section will appear after the section you have selected. Working with sections To insert a new section you need to: Click Section Expert button in the top menu. In mean that you cannot delete sections originally provided by Crystal Reports To move a section (change sections' order): Open Section Expert Select section you want to move Use up and down arrows to change order of the sections. If there are more than one section of a kind. b. Although the alphabetic order of sections is the same. Section Expert contains a list of all sections in the report Select section and click insert. c and so on To delete a section: Open Section expert Select section you want to delete Click Delete.
1 to 9 Descending – largest to smallest: Z to A. There are two basic sorting directions: Ascending – smallest to largest: A to Z. Open Section Expert Move sections so the sections you want to merge fallow each other Select the top section Click merge. Sorting data means placing it in a custom order to help you evaluate data and find information. Section will be merged with section that is next on the list To split sections: Click on the on the boundary of the section you want to split. Choose fields you want to sort and move them to the Sort Fields section using >> and << buttons. Horizontal line that splits section will appear Drag-and-drop it to the place where you want to split section Sorting and grouping When you put a field on your report. the records appear in order as they are inserted in the database. . Choose sort order of the field. If you have selected more that one field you can set a hierarchy of sorting using up and down arrows over the Sort Field section. 9 to 1 To sort data you need to: Select Report tab in the top menu and click Record Sort Expert. Click OK to commit.
. then click Group. specified order or original order. Click OK. .. For example you can create a group that consists names of the customers that live in the same country. In the Insert group dialog box select a field you want to group and set a sorting order for this group to ascending. descending. You can also use formula workshop to specify your own sorting order. To group the data you need to: Select Insert tab in the top menu.Grouping data means collecting similar records into meaningful groups.
click Chart. You can also place them in group headers and footers if you created groups. To create a chart you can select Insert tab. .When you create groups you can see that Group header and Group footer sections appear in the design view of the report. There is also a label with a name of the group in the Group header section. than place chart frame on a particular section or right-click on section you want to place the chart and select Insert Chart. You can place them only in headers and footers of the page or report. Chart expert You cannot place chart in every design area of a report. You cane also use Insert chart button in the top menu.
In the Type tab you can choose one of many different chart types. Color Highlight and Text. In the Options tab you can set colors and size of the bars or type of background. When you have Chart Expert dialog box opened you can see following tabs: Type.Every of this actions will open Chart expert dialog box. Axes. If your chart is already placed on the report you can right-click on it and select Chart Expert. You can also choose weather to show legend or not and set it’s alignment. In the Axes tab you customize some options like range of the axes. In some types of charts you can also choose vertical or horizontal alignment of the bars and weather to use depth effect or not. Important chart expert features: Data tab gives you possibility to set the advanced options of a chart and choose layout if the chart is based on a specific data source like cross-tab or olap. Options. Data. . gridlines or number of divisions.
In the Item editor section choose a value and an operator of a condition. Click Save and close . in the Field Explorer tab. the right one consist different types of operators. Search formulas .they help you find data in your report. To do this you will need to create a formula. Alerting formulas . The window in the middle consist functions grouped in folders. for example calculations. To create many different types of formulas you can use the Formula Workshop. CTR+space will show the list of available functions and operators. Text tab lets you type titles and subtitles and specify style. The formulas you have created are listed in the Formula Fields folder. size and type of a font. Type in the formula syntax or use functions and operators to build it. The window on the left show available report formulas and current connections. Selection formulas . Running total condition formulas . Conditional formatting formulas . To create new condition press New button. Color Highlight tab gives you possibility to mark fields that fulfit you condition.help you create running totals. Type the name of a formula you want to create and click Use Editor button.they change the appearance of report fields. To define new Report formula you need to: Click Formula Workshop button from the Toolbar. There are several different types of formulas: Report formulas . . Click Check button to verify the formula and correct errors if there are any. In the Formula Workshop window select New from the top menu.additional fields on the report.help you specify alerts and messages. Formulas In many cases you will need to insert a data to the report that is not represented by any table column in the database. New sections of Formula Workshop appear.they limit the records displayed on the report. Data that fulfit your condition will be displayed in selected color.
You can see there's a formula name on the report preceded with the "@" sign. Real-life examples of using formulas in Crystal . To put formula field on the report drag-and-drop formula frame into the section you want to place it.
If you selected "Choose an existing report".data is this report is matched up with data in primary report To insert a subreport into another report you need to: Click Insert tab.Subreports Subreport is a report inserted as an object to another report called primary report. There are two types of a subreports: Unlinked subreport .their data is not combined with the data of the primary report Linked subreports . Put the object frame in the section you want to insert subreport in by clicking once. browse and open a file you want to insert. Subreports can be used for combining unrelated reports into a single report or to present different views of the same data in one report. than select Subreport. If you have selected "Create a subreport with a Report Wizard" type in the name of a new report and click Report wizard button to create it. You can also use Insert Subreport button from the top toolbar. The process of creating subreport with a Report Wizard is similar as creating a standard report. . In the Insert Subreport dialog box select Choose an existing report radio button to insert existing report or select Create a subreport with a Report Wizard to create new one. You can see there is a label of the subreport on the primary report. Check On-demand subreport (similar to a hyperlink) if you want to have the ability to refresh data on the subreport.
info/resources. A preview of the report will be generated http://www. If you want to preview whole subreport that is a part of a primary report you need to: Click on the tab that is labeled subreport's name Select View tab and click Print Preview or simply click Print Preview button on the toolbar.sap-businessobjects.htm .
charts. numerical input tools and other visual components allow users to quickly and easily evaluate multiple what-if scenarios . Crystal Xcelsius provides interactive visual analytics to present data through PowerPoint. filters. presentations. visual what-if analyses Typical Business Uses of XCelsius applications Some of the most common business uses of XCelsius: Executive dashboards and balanced score-cards Data visualization for best practice and quality initiatives . It has been renamed to SAP Dashboard Design (formerly Crystal XCelsius Engage) and SAP Presentation Design (formerly known as Crystal Xcelsius Present). Outlook. and graphs Present data and complex calculations in a more insightful way Sophisticated. Crystal Xcelsius allows business users to: Turn ordinary Excel spreadsheets into interactive visual analytics. and the web. PDF.Six Sigma.sliders. ITIL.TQM Web-based IT governance dashboards Real-time management consoles What-if scenarios Dynamic charts and graphs Business reporting presentations Business and investment calculators Real time data analysis for Sarbanes Compliance (SOX) Budgeting and planning models GUI front-end for many types of software applications SLA/Helpdesk monitoring Key Features Interactive visual modeling .SAP BI XCelsius Crystal Xcelsius is the a software for visual analytics and business intelligence dashboards. gauges. ISO.
Ease of Excel at design-time and an available set of pre-built dashboard templates and skins.no Flash.Xcelsius' intuitive interface. ActionScript or other programming knowledge is required. Performance and stability problems where big number of underlying data. handheld or any other device supports Flash technology. Crystal Xcelsius interactive visual can run on any PC. The refresh process includes the use of LiveOffice and the excel spreadsheet is the main data store for the dashboard. charts. intranets. Custom workarounds are usually needed to create a fully automated. including pre-built components. this is the nature of high-level dashboard applications. However. It is 100% based on Microsoft Excel which brings up most of the issues naturally inherited from Excel. it also has its weaknesses: The area of dashboard scheduling and automated refresh of data. While the model development is quick and easy. maps. Platform independence . Ease of use . skins. self-refreshing dashboard. Ease of development .custom graphics and interactivity allow users to develop and present financial models and business summaries for the Web. . Limited possibility to drill down into details of the data. the support of the whole BI solution based on XCelsius might require significant administration efforts. Low development cost and Rapid deployment XML/Web-services connectivity Bi-directional data flow (survey) Off-line analysis Weaknesses of XCelsius While Crystal XCelsius is an interesting tool. straightforward export features . this application in practice is not integrated with the whole SAP BI platform. It can't operate directly on BO Universes or BW Cubes.make it easy for non-technical users to develop. Mac. Although SAP BusinessObjects might claim so. and portals.
PDF. etc. and more. spreadsheets and text documents. collaboration . Web Intelligence analytics. While these interactive analytics are often more impressive visually. SAP BI Crystal Xcelsius (SAP Dashboard Design and SAP Presentation Design) is an innovative technology for creating highly visual and interactive analytics in the form of flash files (in the . This article indicates the major differences between them.SWF format). Main differentiators between Dashboard Manager and Crystal Xcelsius Crystal Xcelsius Dashboard Manager Business user interface . This content can be easily embedded into the web. they are similar in concept to those offered in Dashboard Manager. Dashboard Manager provides more than a visual presentation of data.Xcelsius vs Dashboard Manager SAP BI BusinessObjects provides two separate tools for interactive visualizations and dashboarding: XCelsius and Dashboard manager. presentations. packaged security and administration capabilities.tight integration with Excel Advanced visual components Export to . e-mail Visual what-if analysis Ease of Excel at design-time Pre-Built dashboards templates and skins XML/Web-services connectivity What-If Layout any content within dashboard Drill with context to detailed data Integration query and analysis Powerful OLAP analysis Rules engine (alerting) Metrics engine (time-series analysis) Broad package connectivity Managed security. Dashboard Manager has a rules engine for alerting. It provides a layout component to display other Business Intelligence content such as Crystal Reports. scheduling.ppt. scheduling. collaboration. Additionally.
Bi-Directional data flow (survey) Alerts apply to all components Parameterized compound analytics Viewers .net/tutorials/databases/crystal_reports. sets. Linux) Enterprise Scalability http://www. UNIX.techtutorials.html .players and animation Off line analysis 100% web-based dashboard designer Analytic engines (add-ons) (predictive. process) Platform support (WIN.
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