Introduction to WebIntelligence
Web Intelligence is designed as a solution for the increasingly complex requirements of today‟s organizations.
 multi-tier, thin-client decision support system (DSS)  Allows to access the data in corporate databases or data warehouses from within office, home, or around the world, using corporate intranet, extranet, or the Internet.
WebI Server Thin Clients ERPs Databases



Using WebIntelligence
 Creating WebIntelligence documents
 Web Panel
• Java Report Panel • Query-HTML • HTML Report Panel

 HTML documents to Web Browser

 Saving WebIntelligence documents.
 Accessing WebIntelligence (through Infoview)
 No data processing on client

 Database Client Software & Processing on Server



WebI and Desktop Intelligence
 WebIntelligence and Desktop Intelligence share the same semantic layer and query technology.
 The sharing of user rights.
 The sharing of documents.
• WebIntelligence users can view and refresh documents created in Desktop Intelligence. • WebIntelligence users can send documents to Desktop Intelligence users, save them to their personal storage area or publish them to the CMS database.

 The sharing of the Info View module



WebIntelligence Components
 WebIntelligence Infoview
 Allows users to read and refresh WebIntelligence and Crystal Reports documents.

 WebIntelligence Reporter
 Allows users to use the Web Panel to create new WebIntelligence documents or edit existing ones.

 WebIntelligence Infoview Explorer
 Allows users to drill to more detailed levels of data in WebIntelligence and Crystal Reports documents.



6 . Desktop Intelligence Reports.  Accessed from Web Browser  HTTP requests to Web Server  Web Server integrated with BusinessObjects Enterprise XI Server  WebIntelligence Server generates HTML  HTML returned to Web Browser . refresh and schedule WebIntelligence documents  Allows user to view Crystal Reports. MS-Office documents.Infoview  Enables users to view.

Infoview  Corporate Categories and Folders  Hierarchical view of categories  Personalization using skins  No programming required to personalize the views  View Microsoft Office. 7 . PDF documents  Upload Programs and Hyperlink .

Multi Tier Architecture . 8 .

type in the URL to the Infoview login page Standard URL is http://<servername>:<portnumber>/businessobjects/ente rprise115/InfoView . 9 .WebI – Getting Started  The Initial HTML Login Page Call up your login page from a client From your client‟s Internet browser.

Infoview Login Name of the server on which BO-XI is deployed User name and Password For standard Business Objects login choose Enterprise option in Authentication mode . 10 .

Infoview Start Page Title Area Objects Area Navigation Panel . 11 .

Personal documents can be seen by clicking on Favorites folder.Accessing Documents     User can view the list of documents by selecting the respective folders. Inbox documents can be seen by clicking on Inbox folder. . Corporate documents can be seen by clicking on Public folder. 12 .

13 .Accessing Links .

14 .HTML  HTML Report Panel .Creating WebI documents Web Panel Overview The Web Panel comes in three versions:  Java Report Panel  Query .

Java Report Panel Web Panel Toolbar Formula Bar Classes and Objects Report View Formulas and Operators . 15 .

Query .HTML Web Panel Toolbar Result Objects Classes and Objects Query Filters . 16 .

HTML Report Panel Menu Bar Report Selection Classes and Objects Section and Result Objects . 17 .

Select a universe and open the Web Panel. 1.Document Creation Process  Basic steps to create a WebIntelligence document. 18 . 2. Run the query by clicking the Run Query button.  The WebIntelligence system processes your request and displays the resulting document on the Document Results page. . 3. Build the document query using the universe‟s objects.

 Add Objects from the universe you just selected. 19 .  Select the universe you want to base the new document on. It lists all the universes you have the right to access. The Web Panel opens with the selected universe‟s objects loaded in the Classes and Objects panel.  Run the Query .Document Creation Process  You open the Web Panel to create a new document by clicking the New button:  The Available Universes page opens.

 The queries can be based on a single universe or on multiple universes available in Infoview.Document Creation Process  Multiple Queries in a single Report  User can include one or multiple queries in a single report by clicking on the Add Query button. 20 . Hence the data from the multiple queries can be shown in same block.  Queries can be synchronized on a common dimension. .

all of its objects may be inserted.The object is added to the Detail panel. all of its objects may be inserted. To insert an object •Drag the object to the desired position in the Section/ Detail panels. 21 . . (You may need to drag it to the precise To remove an object desired position.Document Creation Process Actions on queries To add an object •Double-click the object in the Classes and Objects panel.) Note: If you drag and drop a class or subclass. Note: If you drop a class or subclass in the To move an object Detail panel.

•Select the object in the Section/Detail panel then press the Del key. 22 . then select Delete from To remove an object the contextual menu.Document Creation Process Actions on queries To add an object •Drag the object back to the Classes and Objects panel. •Right-click the object. To insert an object To move an object .

Document Creation Process Actions on queries To add an object •Click and drag the object until the cursor is directly over one of the objects already in the Detail panel. The new object is inserted to the To remove an object left of that object. 23 . To insert an object To move an object .

Document Creation Process Actions on queries To add an object •Drag the object to the desired position. •The position of the object will be corresponding to that in the output of the query To remove an object when executed. To insert an object To move an object . 24 .

25 .Sections  Move a cell from a table to create the section cell  Select a dimension object listed on the Data tab (objects and classes tab) Report with sections .

Working with Reports  Tables and Charts               Tables Financial Tables Forms Cross tabs Grouped Bar Charts Line and Bar Charts Stacked Bar Charts Percent Bar Charts 3D Bar Charts Mixed Line Charts Stacked Line Charts Percent Line Charts 3D Line Charts 3D Surface Charts            Area Charts Stacked Area Charts Percent Area Charts 3D Area Charts 3D Volume Charts Pie Charts Doughnut Charts Radar Line Charts Stacked Radar Area Charts Polar Charts Simple Scatter Charts . 26 .

. crosstab and freeform Right click on the table header and select Turn To option Select the format you want to turn into.Working with Reports Simple tabular report can be converted into charts. 27 .

Working with Reports Examples … Table Form Crosstab Line and Bar . 28 .

Working with Reports Examples … 3D Bar Charts 3D Line Charts Stacked Radar Charts Area Charts . 29 .

so that the reader can pre-select a condition value. . 30 . With WEBINTELLIGENCE user can: Use predefined or user-defined conditions to restrict the type of data retrieved from the database.Working with Document Data User may want to restrict the amount of data displayed in a document. Make calculations on the document data and include them as part of the document table or chart. These options help user to analyze data by allowing him to look at it from different viewpoints. Include prompts with the document. or Perform calculations on data.

You can apply two different types of conditions or filters to a query object:  Predefined : This type of condition is defined by Designer while creating the universe. They perform the same function as predefined conditions. but they also let you personalize the final document results. whereas the filter is applied to the data in the document to hide information and display only the information that you want to appear. .Working with Document Data The major difference between query conditions and document filters is that a condition is applied to the query and limits the data retrieved from the database. 31 .  User-defined : User-defined conditions and filters let you set up your own custom conditions to use in your document.

Pre-Defined Conditions Pre-defined condition objects can be found in their respective classes Pre-Defined conditions . 32 .

33 . Click OK . Grater than etc) Select Operand Type Based on the selection of Operand Type. select / enter the values in the right hand side of the Filter Editor. Select the Operator (Equal to. Filter Editor will popup.User-Defined Conditions Following are the ways to apply the User-defined conditions to an object: Drag the object from the Data Panel into the Query Filters Panel.

Hence help to highlight information that meets multiple Business criteria. They always highlight the latest results.Alerters  Alerters are used to highlight results that meet or fail specific Business targets. 34 .  Alerters can contain multiple conditions.  An alerter can be made of multiple sub-alerters.  Alerters are dynamic. each containing one or multiple conditions. .

 Select a table column. Condition & value of Operand. section cell. or a free-standing cell. 35 .  Enter Name & Description.Alerters How to create an Alerter?  Click the Edit Report button.  Select New.  Click the Alerters button on the report panel toolbar. .  Select an Object. row.  Click Format to modify formatting properties.  Click OK to save changes.

.Ranking  Ranking allows user to isolate the top and bottom records in a set based on a variety of criteria.  rank the top and/or bottom n records based on the value of a related measure as a cumulative percentage of the total value of the measure.  Ranking options available in Web Intelligence are:  rank the top and/or bottom n records based on sum of a related measure. 36 .  rank the top and/or bottom n% of the total number of records based on the value of a related measure as a percentage of the total value of the measure.  rank the top and/or bottom n records based on the cumulative sum of a related measure.

Select Top/Bottom & enter number of records. Select the measure on which the ranking is based in the Based on list. count. • • . • Click For Each and select the dimension on which the ranking is based ranking is based on a particular dimension rather than all dimensions in the block. Select the rank calculation mode in the Calculation mode list (e. sum). Click Rank. Click OK.g. 37 .Ranking  How to apply Ranking? • • • • Select a block that you want to rank.

referred as „natural‟ order. 38 .  To apply sorts:  Select the section cell or table cells to be sorted.  Sort orders available in Web Intelligence are:  Default  Depending on type of data in column or row.  Ascending  smallest value at the top of the column moving to the highest value at the bottom.  Custom  User‟s own order. . select Ascending or Descending or Custom from the drop-down list.  Click the down arrow next to the Apply/Remove Sort button on the Report toolbar and then.  Descending  Highest value at the top of column moving to the lowest value at the bottom.Sorting Report Data  Sorts are applied to organize the order in which results are displayed.

Drill Mode  Drill mode allows user to analyze the data in a document by breaking it down and view it from different angles and levels of detail. user is guided through the necessary steps by dynamic graphical features. .  To pinpoint the driving factor behind a good or bad result.  When working in drill mode. user can analyze data in different levels of detail by analyzing the data retrieved from the database. In drill mode. 39 .

Drill Mode  Hierarchies and Dimensions :  Hierarchies can be created at Universe by universe designer  Highest level object of the class is at the top and the most detailed at the bottom Example of Resort hierarchy: • Country • Resort • Service Line • Service  The Universe classes are the default hierarchies for drilling  Universe designer can also set up custom hierarchies  Hierarchies can also be created and edited at report level . 40 .

After you Start Drill Mode enable drill mode and run the query. While viewing the document click on the Drill icon (“Start Drill Mode”) on the top left corner.  The drillable document is displayed in the Document Results page . representing hyperlinks to the other levels.Drill Mode   Making a Document Drillable : Document can be made drillable by two ways: • • With the document definition open in the Web Panel. the following changes take place in the document: • • The drillable information in document tables is underlined. click on the Drill button on the toolbar.  Users with access to the document can now drill on the data in the document using WEBINTELLIGENCE . 41 . Some of the headers may contain an up arrow. to indicate that you can drill up a level.

you fill in the hierarchy manually One level of analysis : Two levels of analysis : Three levels of analysis : • • • .Drill Mode  Planning the Scope of Analysis  WEBINTELLIGENCE provides user with the following scopes of analysis: • Custom Scope of Analysis : When you select a custom scope of analysis. 42 .

Drill Mode  Setting the Scope of Analysis:  Click the Scope of Analysis button in the toolbar.  To change the scope of analysis click Scope of Analysis dropdown. fill in the hierarchy by dragging the object from the Hierarchies list to the Custom Scope of Analysis section. The other objects Represent different levels you can include in their corresponding scope of analysis. 43 . The objects which are already present in Result Objects pane will be shown as gray.  If you‟ve selected Custom Scope of Analysis. Select the level of analysis you want for the report. .

Drill Mode  Setting Up A Drillable Document Objects in Query : add one level to the scope of analysis: One Level of Analysis : . 44 .

.Drill Mode After enabling drill mode and run the query. following table can be seen: If you position your cursor over one of the hyperlinks. Right click on the column value shows the popup menu which guides about the drill options. 45 . the tool tip indicates that you can drill down to Quarter.

User can schedule the document by clicking on the Schedule link available below the document name.Schedule Documents Documents can be scheduled from WebIntelligence. 46 . Different scheduling options are available. Scheduled documents can be sent to different users or groups. .

Scheduling Options User can select different options for scheduling: • When • Destination • Format • Caching Options • Server Group . 47 .

48 .Scheduling Options  When: • Specify the interval of the document to run • Select the days in case of weekly interval • Select Start Time and End Time .

user will have to specify different options . the document will be stored in that • If it‟s a specific location.Scheduling Options  Destination: • If it‟s a default location. 49 .

Scheduling Options Format & Caching Options: • Specify the format in which the document has to be saved • Specify the Caching Options . 50 .

Scheduling Options  Specify the Server Group and click on Schedule to schedule the document  User can view the status after scheduling the document . 51 .

Discussion Panel . 52 .

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