01 BEX Webi Section Break Calculation Turn to Chart V2

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    Lab: Web Intelligence:BEX Query

    Scenario

    Create a Web Intelligence report on BEX Query

    Objectives

    In this lab, you will:

    Create a Web Intelligence report on BEX Query

    Become Familiar with the user interface and its arious panels and modes

    !et section, !et brea", calculation, formatting, turn to chart

    Pre conditions for this lab:

    #ogged onto BI launch pad as user: train$%%, password: train$%%

    Where %%& '' to ('

    ) !*+ * ('-' !*+ Business.b/ects 0 +age -

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    Webi activities

    Exercise 1: Create a report from a BEX Query

    Ste !" : Launch S#P BusinessObjects Web Intelligence

    From the !tart menu, select +rograms $1!*+ Business.b/ects Enterprise XI23' $1 !*+

    Business.b/ects Enterprise Client 4ools $1 Interactie *nalysis 5es"top

    Ste $" Oen a data source

    4he Webi panel appears, select theBEXdata source3

    #ogged onto Web Intelligence as user: train%&&'password: train%&&

    Where %%& '' to ('

    ) !*+ * ('-' !*+ Business.b/ects 0 +age (

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    Ste (" Select the Oen a data source

    Into the folder)connections)Webi*+raining' select the .#*+ Connection:+rain*XX*BO!,,*Sales 6Where %%& '' to ('7 and select on the left pane the 8uery : SalesOrder ,!

    5epending of your user, you will find the BEX 8uery in different places

    ) !*+ * ('-' !*+ Business.b/ects 0 +age 9

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    Ste -" : .reate the reort : add objects

    !elect the following ob/ects: Calendar ;ear 0 esult .b/ects=

    !elect: +roduct ?ierarchy for material *= and add it to the >esult .b/ects=

    !elect: !ales .rgani@ation=, 5iision= and add them to the >esult .b/ects=

    ) !*+ * ('-' !*+ Business.b/ects 0 +age 2

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    Finally select: Incoming orders= and add them to the >esult .b/ects=

    Ste /" : .reate the reort : add .alendar 0ierarchy 1e2bers

    ;ou are going to add hierarchy members to the Calendar ;ear 0

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    *nd select the following members

    Ste 3" : .reate the reort : add 1aterial 0ierarchy 1e2bers

    ) !*+ * ('-' !*+ Business.b/ects 0 +age

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    ;ou are going to add hierarchy members to the +roduct ?ierarchy for material *= ob/ects3

    .n the +roduct ?ierarchy for material *= ob/ects, clic" on the down arrow and select

    5escendants=

    *s you want also to hae also the class, please select :

    Ste 4" : 5esult for your Query Panel

    ;our Query +anel should display as follows:

    ) !*+ * ('-' !*+ Business.b/ects 0 +age

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    Ste 6" : 5un your Query

    Clic" >un Query=

    Ste 7" : 5esult for your 5eort

    ;our report should display as follows:

    ) !*+ * ('-' !*+ Business.b/ects 0 +age D

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    Exercise 2: BI 4.0 Rich Client an formattin!

    Overvie8 and goalIn this e%ercise, you will use the new Web Intelligence BI23' client and become familiar with the user interface, itsarious panels and modes3

    Ste !," : Save coy of your docu2ent

    ;ou are going to sae your document to the des"top3

    From the menu, clic" on the icon sae=, and select sae as=

    !elect your serer Wdflb2tXXXX= and your 9avorites= folder and sae the document as

    E&ercice$ ; eading=

    ) !*+ * ('-' !*+ Business.b/ects 0 +age

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    ;ou can only iew it or perform few actions 6read only mode73

    Ste !$" : 5ight clic> functions:

    ote that right clic" has limited use as you are in >eading= mode3

    +lease try all functions: E%pand Children, CollapseG !ymmetric, *ll, 5rill33

    Ste !(" : =ocu2ent su22ary :

    In >eading= mode, you hae a choice of different information displays for the left panel3

    !elect each panel and see the result3

    +lease try all actions: >eport

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    Ste !-" : =ata 2ode :

    By clic"ing in the 5ata= mode, you are able to display information about your Query

    !elect the different ob/ects of your Query and loo" at the result3

    Ste !/" : =esign 2ode

    4o modify your report, you need to switch to 5esign= mode3 !ee screenshot below3

    ) !*+ * ('-' !*+ Business.b/ects 0 +age --

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    In 5esign mode, you hae access to a number of additional menus for editing3 4hese are shownbelow:

    By default the 5ata *ccess= menu will allow you to manage the data feeding of your document3

    In the *nalysis= menuG you will be able to use all the analysis functionalities of the product : Brea",Filter, Input 33

    4he >eport Element= menu will allow you to add graphs, tables, cells and format these elements

    4he last two menus allow you to modify the layout and format of your document

    ) !*+ * ('-' !*+ Business.b/ects 0 +age -(

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    Ste !3" : ?avigation @ e&and @ collase hierarchy :

    In Web Intelligence BI23', you can collapse and e%pand the hierarchy data3 !elect the +roduct

    ?ierarchy for material * column A!, right clic" and select *ll A$$1 E%pand *ll ?ierarchiesA(= and start the naigation3 In 5esign mode, the right clic"= menu has 8uite more possibilities3

    Ste !4" : ?avigation in the reort

    *t the bottom right of your reportG you will find a new naigation method3 Hse the Scrollbutton

    to naigate in your document3

    +lease try to reach the page< -= using the scroll button

    ) !*+ * ('-' !*+ Business.b/ects 0 +age -9

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    Ste !6" : =ulicate the reort

    *t the bottom right of your reportG right clic" and select =ulicate"

    Ste !7" : =elete colu2n ight clic" on the Calendar ;ear= column A!, and select !et as !ection= A$from the dropdown

    menu

    ) !*+ * ('-' !*+ Business.b/ects 0 +age -2

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    Ste $$" : #dd a Brea>

    !elect the 5iision= column A!and add a table brea" by selecting the *nalysis= $1 5isplay= $1

    Brea"= $1 *dd Brea"= A$3

    Ste $(" : 9old% Dnfold

    Hnder #nalysis Interact= menu, select Outline= ;ou can easily e%pand or collapse your

    section3

    Ste $-" : 5esult for 5eort

    ;our report should now display as follows:

    Ste $/" : Save coy of your docu2ent

    ) !*+ * ('-' !*+ Business.b/ects 0 +age -A

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    From the menu, clic" on the icon sae=, and select sae as=

    !elect your serer Wdflb2tXXXX= and your 9avorites= folder and sae the document as

    E&ercice$ ;

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    ow apply the different formatting effects to your report as described in the below windows3

    When clic"ing on 9or2at6picture aboe7 the 9or2atting 5ules =islay= appears3

    Ste $6" : #lying the

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    Ste $7" : 5esult for 5eort

    ;our report should now display as follows:

    ) !*+ * ('-' !*+ Business.b/ects 0 +age -D

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    Exercise ": BI 4.0 Rich Client an Charts

    Overvie8 and goalIn this e%ercise, you will use the new Web Intelligence BI23' client and create graphical3

    Ste (," : #dd a reort"

    *t the bottom right of your reportG right clic" and select #dd 5eort"

    Ste (!" : #dd objects"

    !elect: esult

    .b/ects=

    Ste ($" : #dd 9ilter

    !elect the calendar Gear= column right clic" and select Filter= $1 *dd Filter=

    Filter with the alues =E. $,,4 and

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    Ste ((" : 5efresh reort

    4he alues for the measure are not aailable