Session 1 - Business Objects Introduction | Business Intelligence | File Format

BusinessObjects

Business Intelligence Solutions

© 2003 Infosys Technologies Limited

What is Business Intelligence (BI)?
Business Intelligence definition ‡ Business Intelligence (BI) is a set of software systems that enable companies to analyze data that resides in a database, and make decisions based on the insight gleaned from that information Business Intelligence Reporting tools ‡ Business Objects ‡ Microstrategy ‡ Cognos ‡ Brio

2
© 2003 Infosys Technologies Limited

Introduction to BusinessObjects
‡ BusinessObjects enables you to ± Create reports ± Analyze data ± Format reports ± Distribute and print reports ‡ A user friendly ad-hoc reporting tool ‡ Build powerful reports in less time ‡ Use of familiar business terms

3
© 2003 Infosys Technologies Limited

BusinessObjects BI Product Suite 4 © 2003 Infosys Technologies Limited .

BO Reporting Architecture 5 © 2003 Infosys Technologies Limited .

Getting started creating reports ‡ Data comes from ± Universes ± Personal data file ± Free hand SQL ± Stored procedures ‡ Select/Drag drop objects into Query Panel ‡ Objects generate a query that can be viewed. modified ‡ Run the Query ± your report is ready! 6 © 2003 Infosys Technologies Limited .

Classes ‡ Classes and sub classes ± The purpose of classes is to provide logical groupings of objects ± Ease of use ± Hierarchy 7 © 2003 Infosys Technologies Limited .

On Sale date ‡ Detail objects ± Associated with a dimension object on which it provides additional information ± Eg: Order description. date type data ± Eg: Order number. Supplier address ‡ Measure objects ± Retrieve numeric data which could be resulting from calculations on data in the database ± Eg: Order quantity.Objects ‡ Dimension objects ± Retrieve data that will provide basis for analysis ± Typically retrieve character type. Supplier name. Gross sales 8 © 2003 Infosys Technologies Limited .

Objects contd« ‡ Predefined conditions ± Objects that behave as filters ± Used as user input parameters ± Can also use ordinary objects as conditions 9 © 2003 Infosys Technologies Limited .

Report basics and Report Manager 10 © 2003 Infosys Technologies Limited .

variables used ‡ Report window ± Displays data in selected format ‡ Report tabs ± Can display multiple reports in single document ‡ Status bar ± Displays processing status.Report basics ‡ Menu bar ‡ Tool bars ± Standard ± Formula ‡ Report manager window ± Displays the list of objects selected. last execution date and time 11 © 2003 Infosys Technologies Limited .

Displaying data Data could be displayed in: ‡ Tables ± Creating. formatting chart 12 © 2003 Infosys Technologies Limited . inserting. formatting cross tabs ‡ Free-standing cells ± Inserting. inserting. formatting free-standing cells ‡ Charts ± Displaying. formatting tables ‡ Cross tabs ± Creating.

Formatting report ‡ Report layout ± Naming reports ± Applying standard template ‡ Page layout ± Header ± Footer ± Background ‡ Applying breaks ± Can group data according to a selected value ± Can display subtotal at break levels ‡ Applying sorts ± Ascending ± Descending ± Customized 13 © 2003 Infosys Technologies Limited .

pdf ) 14 © 2003 Infosys Technologies Limited .txt ) ± PDFs ( *.rtf ) ± Text file ( *.rep ) ± Rich text format ( *.Exporting the report results ‡ Can export documents to ± A common repository ± Broadcasting agent ± User channels ± Particular users ‡ Can save the report in various formats such as ± BusinessObjects documents ( *.

refer following slides 15 © 2003 Infosys Technologies Limited .Time for some hands on exercises ! ‡ Create a new report for sales analysis displaying sales volume for items store wise ‡ Use an existing universe Trng_SalesAnalysis ‡ For steps to create the report.

Create a new report« Navigation: File -> New Click Begin« 16 © 2003 Infosys Technologies Limited .

Specify Data Access« Click Next « 17 © 2003 Infosys Technologies Limited .

Select Universe« Click Finish 18 © 2003 Infosys Technologies Limited .

Select objects in the query panel« Click Run to execute the query. 19 © 2003 Infosys Technologies Limited .

A simple report is ready! 20 © 2003 Infosys Technologies Limited .

Formatting« ‡ Rearrange the columns in the sequence ± Store Name. article description. State. Sales revenue to the report. ‡ Add three new objects Month. Use the following steps: ± Data ->Edit Data Provider (this opens the query panel again) ± Add the required objects ± µSave and Close¶ the query panel ± Data -> Refresh Data to refresh data to the report after changes in the query ± Format the table to the earlier format (notice that BusinessObjects has added new columns) 21 © 2003 Infosys Technologies Limited . Quantity sold.

Create new report tab ‡ Before Inserting a new tab. lets Name the existing report tab as µSales analysis¶ ± Format -> Report -> Rename ‡ Use Insert -> Report ‡ This new tab can be used for display of cross tab ‡ Create a cross tab to display Monthly sales revenue for each state 22 © 2003 Infosys Technologies Limited .

Display the new objects in a cross tab ‡ Go to Insert -> Cross tab ‡ Click at a suitable place on the report layout. in the new report tab ‡ Select µUse existing data from the document¶ ‡ Click Begin 23 © 2003 Infosys Technologies Limited .

‡ Select the objects State.Insert New Cross tab contd. Sales revenue (multiple objects are selected using µCtrl¶ key) ‡ Click Next 24 © 2003 Infosys Technologies Limited . Month.

Insert New Cross tab contd. ‡ Specify the Pivot data for the cross tab ‡ Use: Columns ± State. Body ± Sales revenue ‡ Click Finish 25 © 2003 Infosys Technologies Limited . Rows ± Month.

Insert Charts ‡ Create a new report tab for the chart ‡ Insert a chart displaying state wise Quantity sold ‡ Use similar steps as used in inserting cross tab with suitable objects 26 © 2003 Infosys Technologies Limited .

Article Desc by double clicking on them ‡ Save and Close query panel ‡ Refresh the report using Data -> Refresh Data 27 © 2003 Infosys Technologies Limited .Add condition to the query ‡ Add a condition to restrict the display on selected values ‡ Go to Data -> Edit Dataprovider ‡ Select radio button option for Predefined Conditions (left side bottom of the Query Panel) ‡ Select conditions Year.

Formatting the page ‡ Use Format -> Page -> Header ‡ Similarly format page footer and background suitably 28 © 2003 Infosys Technologies Limited .

e apply break on Store ‡ Select the table required to be formatted by clicking on it ‡ Select Format -> Breaks 29 © 2003 Infosys Technologies Limited . i.Applying breaks on a table ‡ Group the table display by Store.

Applying breaks on a table contd. ‡ Select Add to view the following dialog box ‡ Select Store Name and click OK ‡ Click OK 30 © 2003 Infosys Technologies Limited .

Apply simple function ‡ To Display total quantity sold for each store ‡ Select the field displaying the Quantity Sold (not header of the table) ‡ Use Data -> Calculations -> 7 Sum 31 © 2003 Infosys Technologies Limited .

BusinessObjects applies this by default ‡ Select Store name ‡ Click Descending ‡ Click OK 32 © 2003 Infosys Technologies Limited .Apply Sort Sort Store name by descending ‡ Select the column Store name ‡ Go to Format -> Sorts ‡ There is a sort already applied on Store name.

Save the report ‡ Save the report as BusinessObjects Document (.rep) ± Go to File -> Save ± Give a suitable name. click OK 33 © 2003 Infosys Technologies Limited .

‡ Save the report as HTML ± Go to File -> Save as HTML ± Give a suitable name.Save the report contd. click OK ‡ Select Current report and click OK 34 © 2003 Infosys Technologies Limited .

‡ Save the report as PDF ± Go to File -> Save as ± Use the drop down in Save as Type to select Portable Document Format (PDF) ‡ click OK 35 © 2003 Infosys Technologies Limited .Save the report contd.

Making a simple report in BusinessObjects indeed was easy! Thank you 36 © 2003 Infosys Technologies Limited .

Sign up to vote on this title
UsefulNot useful