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Ravi RajaSr. Consultant

V-Soft Consulting Group Inc.

WebI Reporting Tips & Tricks

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Introduction to Web Intelligence

Best Practices

Tips & Tricks

Top n% (WEBI)

Projections (UNV + WEBI)

Calculation Contexts (WEBI)

Dynamic Sections (UNV + WEBI) Selecting 1 of 2 objects in Prompts (UNV)

Topics

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Topics

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Introduction to Web Intelligence

InfoView Single web portal that

accesses and interacts withany type of BI

Web Intelligence Reporting, query and analysis

tool A neat Graphic User Interface

for users to build and analyzereports

Easy to use

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Topics

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Best Practices

Document Naming Convention

Serialize Document Name with numbers/ codes

Document Name should be descriptive

Example: 101A Finance Report for the Marketing Division created

per J ohn Does request to the BOBJ Reporting Team onJ an 11, 2009

No News articles please ! J ust report names

101A Finance Report

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Best Practices (contd.) Tabs

Report Tabs should match the report title

Document Name should be descriptive

Example:

101A Finance Report for the Marketing Division createdper J ohn Does request to the BOBJ Reporting Team on

J an 11, 2009

No News articles please ! J ust report names

101A Finance Report

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Topics

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Tips and Tricks Top n%

To display the values that provided the firstn% of the Sales

1. Create a variable called Cumulative Revenue with thefollowing formula:Runni ngSum( [ Sal es] )

2. Create another variable called Top 50 with the followingformula:I f ( [ Cumul at i ve Revenue] / NoFi l t er ( Sum( [ Sal es

] ) I n Bl ock)

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Tips and Tricks Top n%

4. The table will now look like this:

Store Sales CumulativeRevenue

Top 50

Atlanta 1 $4,000,000 $4,000,000 1

Boston 3 $3,500,000 $7,500,000 1

Baltimore 1 $3,000,000 $10,500,000 0

Austin 2 $2,500,000 $13,000,000 0

Atlanta 1 $2,000,000 $15,000,000 0

Boston 2 $1,500,000 $16,500,000 0

Dallas 2 $1,000,000 $17,500,000 0

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Tips and Tricks Top n%

5. Apply a ranking to Store showing the Top 1, based on Top 50 foreach Store name. Since the first 2 rows are tied for #1, the rankingwill display both of them.

6. Remove the Cumulative Revenue and Top 50 columns.7. In the footer of the table, add this formula:

For mat Number ( Count ( [ St or e name] ) ; "0" ) +" of

"+For mat Number ( NoFi l t er ( Count ( [ St or ename] ) ) ; "0" ) +" st or es di spl ayed. "

8. The table will now look like this

Store Sales

Atlanta 1 $4,000,000

Boston 3 $3,500,000

2 of 7 stores displayed

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Tips and Tricks Projections

Makes Sales Projections based on user entered value1. Create a query that looks like this:

Result Objects: St or e, Sal es

Query Filters:Sales Gr eat er t han or Equal to Enter % change

in SalesSales Less t han or Equal to Enter % change in

Sales

2. Run Query with the value 20.3. Create a variable Projected Revenue:

[ Sal es] +( [ Sal es] *( ( ToNumber ( UserResponse( "Ent er % Change i n Sal es") ) ) / 100) )

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Tips and Tricks Projections4. Add Projected Revenue to the table and name the Column header using this

formula:

"Proj ect ed Revenue "+User Response( "Ent er % Change i n Sal esRevenue") +"% Change i n Sal es

5. The table will now look like this:

Store Sales Projected Revenue20% Change in Sales

Atlanta 1 $4,000,000 $4,800,000

Boston 3 $3,500,000 $4,200,000

Baltimore 1 $3,000,000 $3,600,000

Austin 2 $2,500,000 $3,000,000

Atlanta 1 $2,000,000 $2,400,000

Boston 2 $1,500,000 $1,800,000

Dallas 2 $1,000,000 $1,200,000

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Tips and Tricks Projections Makes Sales Projections based on different user entered

values for different stores.

1. In Designer, create the following objectsAt l ant a Pr oj ect i on: @Pr ompt ( ' Ent er % I ncrease f orAt l ant a Sal es( e. g. 20) ' , ' n' , , mono, f r ee)Bost on Pr oj ect i on: @Pr ompt ( ' Ent er % I ncrease f or

Bost on Sal es( e. g. 20) ' , ' n' , , mono, f r ee)Bal t i mor e Pr oj ect i on: @Pr ompt ( ' Ent er % I ncrease f orBal t i mor e Sal es( e. g. 20) ' , ' n' , , mono, f r ee)

2. Use these objects and create a query in Web Intelligence:Result Objects: St or e, Fi scal Year , Sal es, At l ant a Pr oj ect i on,

Bost on Pr oj ect i on, Bal t i mor e Pr oj ect i on

Query Filters:Fiscal Year Equal t o FY 2008

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Tips and Tricks Projections

4. Run Query with the following values:Ent er % I ncrease f or At l ant a Sal es( e. g. 20) : 10Ent er % I ncrease f or Bost on Sal es( e. g. 20) : 5Ent er % I ncr ease f or Bal t i mor e Sal es( e. g. 20) : - 5

5. In the report, create a variable Projected SalesI f ( [ St or e] =At l ant a" ; [ Revenue] +( [ Revenue] *( ToNumber ([ At l ant aPr oj ect i on] ) / 100) ) ; I f ( [ St or e] =Bost on" ; [ Revenue] +( [ Revenue] *( ToNumber( [ Bost on

Pr oj ect i on] ) / 100) ) ; I f ( [ St or e] =Bal t i mor e"; [ Revenue] +( [ Revenue] *ToNumber ( [ Bal t i mor e Pr oj ect i on] ) / 100) ) ) )

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Tips and Tricks Projections6. In the report, create another variable ProjectionI f ( [ St or e] =At l ant a"; User Response( "Ent er %

I ncrease f or At l ant a Sal es( e. g.20) " ) ; I f ( [ St or e] =Bost on" ; User Response( "Ent er %I ncr ease f or Bost on Sal es( e. g.20) ") ; I f ( [ St or e] =Bal t i mor e"; User Response( "Ent er %I ncr ease f or Bal t i mor e Sal es ( e. g. 20) " ) ) ) ) +"%

7. Create a crosstab with Store against Fiscal Year, Projected Sales andProjection

FY2008 ProjectedSales

Projection

Atlanta $4,000,000 $4,400,000 10%

Boston $3,000,000 $3,150,000 5%

Baltimore $2,750,000 $2,612,500 -5%

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Tips and Tricks Calculation Contexts

Mark Sales values below global average using CalculationContexts

1. Create a query with St or e, Revenue wher e Fi scalYear =FY2008

2. Create a variable Average:Aver age( [ Sal es] ) i n Bl ock

3. Create an Alerter on Revenue and name itRevenue below avg

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Tips and Tricks Calculation Contexts

4. The table will now look like this:

Store Revenue

Atlanta 1 $4,000,000

Atlanta 2 $1,750,000Boston 1 $3,000,000

Boston 2 $3,250,000

Baltimore 1 $2,250,000

Baltimore - 2 $1,000,000

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Tips and Tricks Dynamic Sections

Create Report Section s dynamically on two different

dimensions1. Create two objects in the universeRevenue by Br and: Sel ect Revenue by Br andRevenue by St or e: Sel ect Revenue by St or e

2. Create a query with the following objects:Revenue by Br and, Br and, Fi scal Year , Revenue

3. Click on the Combined Query button and use these objects in the unionquery:

Revenue by St or e, St or e, Fi scal Year , Revenue

4. Create a section on Revenue by Brand and then create another sectionon Brand.

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Tips and Tricks Dynamic Sections

The Sections on the Left Navigation pane will look like this

Report 1

Revenue by Brand

Bose

Panasonic

Philips

Sanyo

Sony

Revenue by Store

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Tips and Tricks Selecting 1 of 2 objects in Prompts

Create a report to list revenue for either City or State

1. Add universe objectName: Prompt Location TypeSelect: i i f ( @Pr ompt ( ' Sel ect Ci t y or St at e' , ' A' ,{' Ci t y' , ' St at e' }, Mono, Const r ai ned) = ' St at e'

, TABLE1. St at e, TABLE2. Ci t y)

2. Create a query with the following objects:Pr ompt Locat i on Type, Sal es

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Tips and Tricks Selecting 1 of 2 objects in Prompts

3. Run Query. A prompt window is displayed:

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Tips and Tricks Selecting 1 of 2 objects in Prompts

4. A table as shown is displayed

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Prompt Location Type Sales

Atlanta $4,250,000

Boston $3,700,000

Charlotte $5,000,000

Dallas $3,450,000

Louisville $2,760,000

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Tips and Tricks Selecting 1 of 2 objects in Prompts

4. Run the report again for State

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Prompt Location Type Sales

Georgia $4,250,000

Massachusetts $3,700,000

North Carolina $5,000,000

Texas $3,450,000

Kentucky $2,760,000

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References:

1. Web Intelligence Tips & Tricks, Michael Welter, Westbay Solutions

Group2. Universe Prompts Making reports more powerful, J amesMacDonalad, Devon Canada Corporation

All Tips and Tricks compiled from the above presentations.

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Q U E S T I O N S

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