Web Intelligence Learning

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WEB INTELLIGENCE: REPORT DESIGN I

eLearning de Academia SAP BI Reporting with BW 7.4 & BI 4.1



CONTENIDO

Cap 1: Information and Web Intelligence .......................................................................................................... 7

Getting the Right Information to Make Decisions .......................................................................................... 7

Data Sources and Web Intelligence Documents ............................................................................................ 7

The Semantic Layer ........................................................................................................................................ 7

Quick and Easy Access to Information............................................................................................................ 8

Web Intelligence Querying ............................................................................................................................. 9

Web Intelligence Reporting .......................................................................................................................... 10

Reports Analyzing ......................................................................................................................................... 10

SAP BusinessObjects Business Intelligence Platform ................................................................................... 11

The BI Launch Pad Features.......................................................................................................................... 11

Cap 2: Web Intelligence Documents with Queries ........................................................................................... 12

The Query Process Flow ............................................................................................................................... 12

Universes, Objects and Data......................................................................................................................... 13

Smart Universes............................................................................................................................................ 14

Web Intelligence Rich Client Application ..................................................................................................... 15

Web Intelligence Document ......................................................................................................................... 16

Document Saving .......................................................................................................................................... 17

Data Projection ............................................................................................................................................. 19

Aggregation of Data ...................................................................................................................................... 20

The Query Panel ........................................................................................................................................... 21

Edit Toolbar .................................................................................................................................................. 21

Results Objects Panel ................................................................................................................................... 22

Query Filters Panel ....................................................................................................................................... 22

Modify Query Properties .............................................................................................................................. 23

Properties tab page ...................................................................................................................................... 23

SQL Viewer ................................................................................................................................................... 25

Cap 3: Data Return Restrictions from QueriesCurrent Instructional Element ................................................. 26

Query Filters ................................................................................................................................................. 26

Components of a Query Filter ...................................................................................................................... 26

List of Operators ........................................................................................................................................... 26

Types of Query Filters ................................................................................................................................... 28

Query Modification ...................................................................................................................................... 28

Single-Value Query Filter .............................................................................................................................. 29



Single-Value Query Filters ............................................................................................................................ 30

Wildcards in Query Filters ............................................................................................................................ 31

Prompted Filters ........................................................................................................................................... 32

Prompted Query Filter Creation ................................................................................................................... 32

Parameter Properties ................................................................................................................................... 33

Prompts Dialog Box ...................................................................................................................................... 34

Prompt Query Filter Modification ................................................................................................................ 35

Logical Operators for Multiple Conditions ................................................................................................... 35

Filter Operators ............................................................................................................................................ 36

The AND Operator ........................................................................................................................................ 37

The OR operator ........................................................................................................................................... 38

Operator Prioritization ................................................................................................................................. 38

Cap 4: Web Intelligence Document Design ...................................................................................................... 39

Components of a Web Intelligence Document ............................................................................................ 39

Reports Viewing in a Document ................................................................................................................... 39

The Web Intelligence Rich Client Reporting Interface.................................................................................. 39

Application Modes........................................................................................................................................ 40

Data Mode .................................................................................................................................................... 40

Reading Mode .............................................................................................................................................. 40

Web Intelligence Application Structure ....................................................................................................... 42

Side Panel Views ........................................................................................................................................... 42

Side Panel in Web Intelligence Modes ......................................................................................................... 43

User Preferences .......................................................................................................................................... 44

Web Intelligence Rich Client General Preferences ....................................................................................... 44

Selection of Default Folders and the Microsoft Excel Format ...................................................................... 44

Web Intelligence Rich Client Viewing Preferences ....................................................................................... 45

Web Intelligence Rich Client Locale Preferences ......................................................................................... 45

Web Intelligence Rich Drill Preferences ....................................................................................................... 46

Drill Options .................................................................................................................................................. 46

Proxy Options ............................................................................................................................................... 46

Document Summary ..................................................................................................................................... 48

Reports Addition........................................................................................................................................... 50

Tables ........................................................................................................................................................... 50

Display Modes .............................................................................................................................................. 51



The Design Display Mode ............................................................................................................................. 51

Vertical Tables .............................................................................................................................................. 52

Table Format ................................................................................................................................................ 53

Table Addition .............................................................................................................................................. 54

Table Copy .................................................................................................................................................... 55

Tables Deletion ............................................................................................................................................. 56

Free-Standing Cells ....................................................................................................................................... 56

Prompt Cell ................................................................................................................................................... 57

Charts ........................................................................................................................................................... 59

Line Charts .................................................................................................................................................... 60

Pie Charts ...................................................................................................................................................... 60

Point Charts .................................................................................................................................................. 60

Bar Charts ..................................................................................................................................................... 60

Radar Charts ................................................................................................................................................. 60

Chart Creation .............................................................................................................................................. 61

Chart to Table Conversion ............................................................................................................................ 62

Cap 5: Presentation of Data in Documents ...................................................................................................... 63

Breaks ........................................................................................................................................................... 63

Ways to Add Breaks ...................................................................................................................................... 64

Calculations .................................................................................................................................................. 64

Sort Orders ................................................................................................................................................... 65

Uses of Various Sort Orders ......................................................................................................................... 66

Sorts and Breaks ........................................................................................................................................... 66

Complex Sorting ........................................................................................................................................... 67

Hidden Data .................................................................................................................................................. 68

Break Headers and Footers .......................................................................................................................... 70

Multiple Break Headers and Footers ............................................................................................................ 70

Break Formatting .......................................................................................................................................... 71

Multiple Breaks Prioritization ....................................................................................................................... 72

Cross Table Format ....................................................................................................................................... 72

Report Data Filters........................................................................................................................................ 73

Types of Report Filters .................................................................................................................................. 74

Ranking ......................................................................................................................................................... 76

Conditional Formatting Rules ....................................................................................................................... 77



Create and Activate a Conditional Formatting Rule ..................................................................................... 78

Multiple Condition Formatting Rules ........................................................................................................... 80

Sections ........................................................................................................................................................ 80

Report Data Display ...................................................................................................................................... 82

Cap 6: Web Intelligence Document Formatting ............................................................................................... 84

Document Formatting .................................................................................................................................. 84

Dynamic and Background Images ................................................................................................................ 84

Table Formatting .......................................................................................................................................... 85

Cell Formatting ............................................................................................................................................. 86

Formatting Currency..................................................................................................................................... 87

Section Formatting ....................................................................................................................................... 87

PDF and Printing ........................................................................................................................................... 88

Best Practice for Formatting Bar Charts ....................................................................................................... 88

Cap 7: Data Calculation .................................................................................................................................... 90

Formulas ....................................................................................................................................................... 90

Variables ....................................................................................................................................................... 90

Formulas and Variables ................................................................................................................................ 91

Variable Modification ................................................................................................................................... 93

Cap 8: Drilling Functionality.............................................................................................................................. 94

Web Intelligence Data Cube ......................................................................................................................... 94

The Scope of Data Analysis ........................................................................................................................... 95

Hierarchical Levels Below Year ..................................................................................................................... 96

Drillable Documents ..................................................................................................................................... 96

Drill Activation .............................................................................................................................................. 97

Cap 9: Web Intelligence Documentation Management ................................................................................. 100

Web Intelligence Document Publishing ..................................................................................................... 100

Folders and Categories ............................................................................................................................... 100

BI Launch Pad Logon ................................................................................................................................... 101

The Home Page........................................................................................................................................... 102

Document Creation and BI Launch Pad Preferences .................................................................................. 102

Document Storage Areas ............................................................................................................................ 103

Folders and Categories in the BI Launch Pad ............................................................................................. 104

Documents Search ...................................................................................................................................... 104

Web Intelligence document display ........................................................................................................... 105



Saving of Web Intelligence Documents ...................................................................................................... 105

Printing a Web Intelligence Document....................................................................................................... 106

Sharing of Web Intelligence Documents .................................................................................................... 107

Sharing Beyond Web Intelligence ............................................................................................................... 107

Right to Left Reading and Logic .................................................................................................................. 108

Preferences and Settings ............................................................................................................................ 109

Web Intellingence Viewing Settings ........................................................................................................... 110

Web Intelligence Preferences .................................................................................................................... 110

BI Launch Pad Session Closure ................................................................................................................... 110

Preguntas Post- Assessment .......................................................................................................................... 111



CAP 1: INFORMATION AND WEB INTELLIGENCE

GETTING THE RIGHT INFORMATION TO MAKE DECISIONS

You need to access information using your everyday business vocabulary without having to understand the

technical details of information storage. Once you have analyzed this information, you need to be able toshare it with your colleagues.

Web Intelligence allows business users to access and analyze corporate data from various data sources both

online and offline. Business users can also share data and insights with colleagues, customers, and partners

over intranets and extranets.

DATA SOURCES AND WEB INTELLIGENCE DOCUMENTS

You can use the Web Intelligence Rich Client, a standalone Microsoft Windows application that can be

installed on your computer. The Web Intelligence Rich Client lets you continue to work with WIDs when you

are unable to connect to the BI launch pad, when you want to perform calculations locally rather than on

the server, and when your organization chooses to deploy Web Intelligence without installing SAPBusinessObjects Business Intelligence platform servers or an application server.

You can also use the Web Intelligence Rich Client when connected to the SAP BusinessObjects Business

Intelligence platform repository. This repository is known as the Central Management Server (CMS). If you

use the Web Intelligence Rich Client when connected to the CMS, you are working in Connected mode. In

this mode, you can publish documents that you have created locally so that users of BI launch pad can

access them in the CMS repository.

The data sources from which you can access data using Web Intelligence are as follows:

Relational databases

Online Analytical Processing (OLAP) servers

Personal data providers such as files in Microsoft Excel comma-separated values (.csv) files Business Explorer (BW-BEX) queries based on InfoCubes

Web services

Advanced Analysis workspaces

The SAP HANA data source

The SAP HANA data source allows you to benefit from in-memory computing.

You can use your Internet browser to log into the BI launch pad, the BI portal. You can then create and edit

Web Intelligence documents (WIDs) and analyze the data displayed in these documents.

THE SEMANTIC LAYER

Web Intelligence allows you to access and analyze your organization's data from relational databases and

OLAP servers by means of a semantic layer in one or more SAP BusinessObjects universes. This semantic

layer is a view of your organization's data, presented as one or more universes.

Web Intelligence also allows you to access data in other data sources such as a BEx Query or an Excel file

without a universe.



Universes are based on business terminology with which you are familiar and are shared throughout an

organization so they shield users from the technical complexities of the databases where corporate

information is stored.

Web Intelligence uses universes to provide access to data. Using a universe’s business -oriented view of the

data, you can create queries in Web Intelligence and get information using your own everyday terms.

To understand how the semantic layer functions for relational databases, you need to be familiar with the

following terms:

Object

Objects are elements in a universe that map to a specific set of data in a relational database. Each object in

an SAP BusinessObjects universe is defined with a business term that is commonly used in your organization,

such as country , year , revenue, customer name, or customer address.

Folder

Folders are logical groupings of related objects.

For example, a Store folder includes the objects State, City, and Store name. The Store folder can alsoinclude a sub-folder, called Store details, which contains other objects related to Stores.

Predefined Query Filter

Predefined query filters are used to restrict the data returned by an object used in a query. These elements

can be identified by icons such as yellow filters.

Universe

An SAP BusinessObjects universe relates the objects for a business area, such as the finance, sales, human

resources, or procurement departments, to the data of your organization stored in its databases.

One example universe used throughout this course is called eFashion. This universe defines objects related

to a fictional fashion company. Another universe used throughout the course is Island Resorts

Marketing. This universe defines objects related to a fictional vacation resorts company.

Universes are created by a universe designer who is familiar with the databases of your organization. The

designer uses the universe design tool to create universes. The universe designer then makes the universes

available to you and other users in the BI launch pad. The BI launch pad is a part of the SAP BusinessObjects

Business Intelligence portal. When you create WIDs, first select a universe to query the database where the

required data is stored.

Q UICK AND EASY ACCESS TO INFORMATION

Business intelligence software offers tools for generating reports automatically whenever they are needed

and provides easy analysis and querying to help with the decision-making process.



Many BI platforms require the intervention of an information service to produce personalized OLAP cubes

which are then used for reporting. Web Intelligence users, however, have direct access to the source

database, allowing for robust query and analysis options. This helps users to respond to both everyday

questions and individual problems, allowing them to make good decisions quickly.

WEB INTELLIGENCE Q UERYING

To gather the required data, begin by creating a Web Intelligence document and selecting the data source

that gives you access to the appropriate data, for example, an SAP BusinessObjects universe.

Next, you use the Web Intelligence Query Panel to add and organize the objects which interest you from

your selected universe.

When you build a query in the Web Intelligence Query Panel, choose the universe objects and query filters

which represent your business question. The query is sent to the Web Intelligence server when it isexecuted, if you are connected to the SAP BusinessObjects Business Intelligence platform CMS, which

generates the final Structured Query Language (SQL) statements, the language used to query the database.

The SQL query is then sent to the database to retrieve the data mapped to the selected objects. The

database returns rows of data to the Web Intelligence server, which populates the data as a microcube,

called a data provider. This information is then formatted and displayed in a Web Intelligence report as a

simple table or a complex chart that you can use for analysis.



A Web Intelligence document can contain multiple reports, and each report can be built using different

queries.

Once you run the query and retrieve the data you require, you can structure and organize the data in the

Web Intelligence document.

WEB INTELLIGENCE REPORTING

You can use features of Web Intelligence documents to create professional reports from the data you

retrieve.

You can display the retrieved data as follows:

As a table (horizontal, vertical, form, or cross table)

As a chart (bar, box, column, line, map, pie, point, radar, or tag cloud)

As a multiple-block report containing large amounts of data

REPORTS ANALYZING

You can analyze reports and switch your business perspective by performing the following actions:

Dragging and dropping objects

Inserting calculations

Changing the display to make important information more visible

Performing multidimensional analysis, by looking at results on a global level or drilling down to a

more detailed level of information



SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE PLATFORM

The SAP BusinessObjects Business Intelligence platform combines end-user insight with flexible systems

management for a single BI standard, allowing administrators to confidently deploy and standardize their BI

implementations on a proven, scalable, and adaptive service-oriented architecture.

The SAP BusinessObjects Business Intelligence platform stores Web Intelligence documents; SAP Crystal

Reports; SAP BusinessObjects Dashboards models; Analysis workspaces; spreadsheets; and other

documents. With the SAP BusinessObjects Business Intelligence platform, you can access this information

and organize it to suit your preferences.

THE BI LAUNCH PAD FEATURES

Using the Web Intelligence report panels of the BI launch pad, you can open existing Web Intelligence

documents and create new ones.

The SAP BusinessObjects Business Intelligence platform comes with the BI launch pad, a web desktop which

acts as a window to a broad range of business information around your company.

The BI launch pad collects, consolidates, and presents BI information in a secure, focused, and personalized

view to users inside and outside an organization. It lets users personalize how they view, manage, and

distribute BI content. The BI launch pad is both a standalone BI portal and a BI



for enterprise information portals (EIPs).

DOCUMENT SHARING

The BI Launch Pad allows you to share your documents with colleagues. You can choose to save them as

public documents, and if your colleagues are BI launch pad users, you can send your documents directly to

them. The SAP BusinessObjects Central Management Server (CMS) stores sent and public documents and

enables others to retrieve them.

If they do not use the BI launch pad, you can export your documents to Microsoft Excel or Adobe PDF

format, or alternatively export the query data as comma-separated values (CSV) files, so that your

colleagues can easily view and print them.

SHARING WEB INTELLIGENCE DOCUMENTS

Depending on how Web Intelligence has been deployed in your organization, you can share Web

Intelligence documents in many ways, such as the following:

Save documents as files on your workstation, in Web Intelligence WID format, or in Adobe PDF,Microsoft Excel, or export to .csv format.

Send as an attachment to an E-mail in Web Intelligence WID, Adobe PDF, or Microsoft Excel format.

Publish documents to the SAP Business Intelligence platform as public or personal documents.

From within the BI Launch Pad, send a document to another user or group of users.

From within the BI Launch Pad, save a document as a public or personal document in the SAP

Business Intelligence platform.

From within the BI Launch Pad, schedule documents to be refreshed and sent automatically by

using the BI launch pad scheduler.

Depending on the rights assigned to you by your administrator, you may be able to schedule and view a list

of your scheduled documents. When you schedule a document, you specify a time and a date to refresh it

and send it to other users.

CAP 2: WEB INTELLIGENCE DOCUMENTS WITH Q UERIES

THE Q UERY PROCESS FLOW

In order for Web Intelligence to create a final report, it must:



1. Convert the query to Structured Query Language (SQL).

2. Execute the SQL to extract the data.

3. Generate the report and display in the Web Intelligence Rich Client main window.

The steps in the Web Intelligence query process are as follows:

1. With the use of one of the Web Intelligence query panels, you construct a business question or

query that represents the required information.

2. The query is sent to the Web Intelligence server.

3. The Web Intelligence server retrieves the data from the database and stores it in a microcube.

4. The content of the microcube is then formatted and displayed in a Web Intelligence report in the

form of tables, cross tables, and charts for your analysis.

UNIVERSES, OBJECTS AND DATA

Web Intelligence uses familiar business terms allows you to easily access company data by enabling you to

work with. This allows users to avoid using SQL code to retrieve data from a database. Web Intelligence uses

universes to achieve this.

An SAP BusinessObjects universe is the semantic layer that maps everyday business terms to the data storedin the database. Using a universe, you can retrieve data that interests you by dragging and dropping the

desired objects.

In your company, universes are created by a universe designer using the universe design tool. The designer

then makes the universes available to you and other users in your organization so that you can select the

appropriate business terms to create queries and retrieve data from the database. Within each universe,

these business terms are listed as objects, while similar types of business terms are grouped into folders.



Objects and Data

Objects are elements in an SAP BusinessObjects universe that correspond to the data in the database.

Ideally, the universe designer names the object with business terms that you use in your daily activities, such

as, Sales revenue or Customer name. You use these objects to build queries and retrieve the data you want

to show in your report.

SMART UNIVERSES

The types of objects are as follows:

This section refers to the universes used in this course.

The components of a universe are as follows:

Objects

Objects are elements that map to data in a relational database and are named using familiar business terms.

For example, named objects in the eFashionuniverse include State, City , and Store name.

Classes

Classes are logical groupings of objects.

Dimension

A Dimension object retrieves the data that provides the basis for analysis in a report. Dimension objects

typically retrieve character-type data, for example, Customer names, Store names, or Dates.

A blue, four-sided figure represents a Dimension in the QueryPanel .

Attribute

An Attribute object provides descriptive data about a Dimension. An Attribute is always attached to

the Dimension object for which it provides additional information. For example, the Customer Dimension can

have Age and Address detail objects associated with it because those objects provide additional information

about a customer.A blue, four-sided figure with a green star represents an Attribute in the Query Panel .

Measure

A Measure object retrieves numeric data that results from calculations on data in the database. For

example, Revenue is the calculation of the number of items sold multiplied by the item

price. Measure objects are often located in a Measures folders.

An orange ruler represents a Measure in the Query Panel .



Predefined query filters

A query filter restricts the information returned by objects, such as limiting data pertaining to revenue to a

specific year. Filters can also prompt the person viewing the report to select a value, such as the Which

product? query filter.

A yellow funnel represents a query filter in the Query Panel .

WEB INTELLIGENCE RICH CLIENT APPLICATION

Web Intelligence Rich Client is a locally installed Microsoft Windows application. This application allows you

to create and edit Web Intelligence documents that are stored either locally on your desktop or in the SAP

BusinessObjects repository.

The working modes for launching the Web Intelligence Rich Client are as follows:

Connected mode

In Connected mode, Web Intelligence Rich Client is connected to the SAP BusinessObjects BusinessIntelligence (BI) platform repository, also known as the Central Management Server (CMS). You can work

with documents from the repository or with local documents.

In connected mode, different security models, such as enterprise, Lightweight Directory Access Protocol

(LDAP), Windows Active Directory, or SAP may handle user authentication.

Offline mode

In Offline mode, Web Intelligence Rich Client is not connected to the CMS repository, but applies CMS

security. You can work with local documents and universes that are secured by the CMS you selected at

logon, or with unsecured local documents and universes. In Offline mode, you cannot retrieve documents

from, or publish documents to, the CMS repository.

Standalone mode

In Standalone mode, Web Intelligence Rich Client is not connected to the SAP Business Intelligence platform

and no security is enforced. You can work with local, unsecured documents and universes only. You cannot

retrieve documents from, or publish documents to, the SAP Business Intelligence platform.



TO LAUNCH THE WEB INTELLIGENCE RICH CLIENT

Steps

1. Launch the Web Intelligence Rich Client from the Start menu.

2. Choose Web Intelligence, then choose Login as.

3. Choose an SAP Business Intelligence platform from the System list.

4. Enter a valid username and password.

5. Choose an authentication mode from the list.

6. Choose Log On. The Web Intelligence Rich Client main window displays.

WEB INTELLIGENCE DOCUMENT

You use these windows together to build queries and present the data returned by a query in a report.

The Web Intelligence Rich Client consists of the following panels:

Query Panel

Web Intelligence Rich Client main window

When you are ready to save, the following information is associated with the new Web Intelligence

document:

The query definition

The data returned by the query

One or more reports

One or more blocks of data (tables and charts) presented in the report(s), and the formatting

applied to the blocks

Local variables and conditional formatting rules defined within the document

Perform the following steps to create a new Web Intelligence document:

Choose a data source for the query.

Build and run the query.

Save the new document.



TO CHOOSE A UNIVERSE FOR A Q UERY IN THE WEB INTELLIGENCE RICH CLIENT

Steps

1. In the initial window in the Web Intelligence Rich Client under Choose a data source to create new

document, choose Universe. The Universe dialog box displays.

2. Double-click the universe you want to use from the Universe dialog box.

The Query Panel displays, showing the universe’s data in the Universe outline panel.

You can now use the Query Panel to build queries in your document.

To build the query, move the objects you want in your report from the Universe outline panel to

the Result Objects panel.

TO BUILD AND RUN A Q UERY IN THE WEB INTELLIGENCE RICH CLIENT

Steps

1. Choose + beside a folder to display the objects in the folder, when required. The + appears in

the Universe outline panel of the Query Panel .

2. Double-click each object you want to include in the query so that they display in the Result

Objects panel.

3. Repeat step 2 until the query contains all the objects you want to include.

4.

Choose Run query to run the query.

The query is executed and the Query Panel closes.

The returned data displays in a new document in the Web Intelligence Rich Client main window. By

default, the values appear in a vertical table.

DOCUMENT SAVING



You can save a *WID document that you have created with Web Intelligence Rich Client locally on your

desktop or you can publish it to the Enterprise.

By default, the Refresh on open option is not chosen so that you can see the original data that was retrieved

when the document was created or last refreshed.

To view the most recent data available in the database, you can manually refresh the document when you

open it. Moreover, you can select the Refresh on open

option to ensure that the data is automatically

updated each time the document is opened.

If you select the Permanent regional formatting check box, it overrides your default viewing options and

always displays the document's original settings for language and time stamping.

The details of the save or export data functionality specific to the destination formats are as follows:

Destination

formatsSave or export data functionality

Comma

Separated Values

(CSV) file

From the Web Intelligence Rich Client and the Java Report panel, you can export the

data contained in a document to a CSV file. You can manually enter the delimiters or

separators in the Column delimiter field. You can also leave the field empty.

In addition, you can choose the charset you want. After making the changes to

the delimiter , separator , and charset , you can select the enter these as default

values checkbox.

Excel document

In the Web Intelligence Rich Client, you can select the reports to save as Excel

documents and select one of the following options:

Prioritize the format of reports in the Excel document

This option limits the number of multiple cells from the Web Intelligence document that

merge into cells on the Microsoft Office Excel worksheet. This helps you exploit the data

processing features of Microsoft Office Excel.

Prioritize easy data processing in the Excel document

This option gives priority to replicating the layout and formatting of the original Web

Intelligence document in the Microsoft Office Excel file. However, this option exploits

the data processing features of Microsoft Office Excel to a lesser extent compared to the

previous option.

When you save a document in Microsoft Office Excel 2007, the limit of rows per

worksheet is 1 million.

When you save a document in Microsoft Office Excel, each 65,000 rows of exported data

starts on a new worksheet.

PDF document

In the Web Intelligence Rich Client, you can save a document as a PDF file. In the BI

launch pad, you can export a document as a PDF file. Saving and exporting create a local

copy of the data in a PDF format.



TO SAVE A NEW DOCUMENT LOCALLY

Steps

1. Choose Save on the toolbar when you are ready to save the new document locally.

2. Use the buttons to the right of the dialog box to navigate your file system and control the display.

3.

Navigate to the folder where you want to save the document. The contents of the folder appear in

the display box below the list.

4. Type a description and keywords as required to save the document as a Web Intelligence

document.

5. Choose from the following options when you save the document as a Web Intelligence document:

Option Description

Refresh on open The document automatically refreshes when it is opened.

Permanent regional

formatting

The current regional settings (locale) for formatting are applied, regardless of

the locale on the machine where it is opened.

Save for all usersAll security information stored in the document is removed, making it accessible

to all users. The document can be opened in Standalone mode.

Remove document

securityDefault document security is removed.

6. Type a file name.

7. Choose a file type.

8. Choose Save.

DATA PROJECTION

After creating a new document, you can easily change the information displayed in the resulting report by

adding or removing objects in the underlying query.

To change the information in a report, perform the following steps:

1. Choose Edit in the Data Access tab page to open the Query Panel dialog box.

2. Add or remove objects, change filters, and change the order of the objects as they appear in

the Result Objects panel.

3. Run the required query.

4.

Return to view the report in the Web Intelligence Rich Client main window.5. Choose and drag the new objects onto the report table or chart.

The process of moving new objects from the Available Objects panel to the report block is called projecting

data.



AGGREGATION OF DATA

Measure objects are dynamic. The values of measure objects change, depending on the dimension objects

used with the measure objects.

Levels of Aggregation:

High-level aggregation

An example of high-level aggregation is a report showing Sales revenue broken down by year and quarter .

Low-level aggregation

An example of low-level aggregation is Sales revenue broken down further than Year and Quarter. This

can be done by adding the Store name object to the table. All the values in the table are re-aggregated

to produce a figure that represents the sales revenue earned by each store for the current year.

TO PROJECT DATA INTO A TABLE

Steps

1. When the report is empty, choose a single object or multiple objects by choosing CTRL in

the Available Objects panel. Then drag the object(s) to the report.

2. When the report already contains tables or charts, drag the new objects to an empty area of the

report. A new table header and body cell appears on the report. The table header displays the

name of the object(s).

3. Drag another object from the Available Objects panel to the object to the table. Place the object to

the left or right of aDetail cell so that the left or right of the cell is highlighted.



4.

Drag and drop the object into the table. A second column appears before or after the first column.The name of the object appears as the column header.

5. Save the document

THE Q UERY PANEL

The default Query Panel display consists of the following panels:

Data Outline

Result Objects

Query Filters

Data Preview

The toolbar buttons for the panels are found in the left corner of the Query Panel .

EDIT TOOLBAR

The Edit toolbar contains the following pushbuttons.

Edit Toolbar Options

Option Description

Add Query Allows users to add a new query to a document.

Data Outline

panel

Allows users to show or hide the data outline, which contains the Master

Perspective and Display by Navigation Path views.

Filters panel Allows users to show or hide the Query Filters panel.

Data Preview

panel

Allows users to combine data retrieved from more than one query, using one of the

following operators:



Option Description

Minus

Union

Intersection

Add a

combined

query

Allows users to show or hide the Data Preview panel.

Query

PropertiesAllows users to display the query properties.

View Script Allows users to view, copy, and modify the SQL script used to generate the query.

Run queryAllows users to run the query you built and retrieve the data from the database. The

results of the query appears in a report in the Web Intelligence Rich Client main window.

Close the

Query Panel

Allows users to close the Query Panel. Choose the arrow to the right of the button to

apply query changes and close the query, or to revert the query and close it.

RESULTS OBJECTS PANEL

The Results Objects Panel contains the following options:

Add Quick Filter

It allows you to apply a filter on a selected object in the Result Objectspanel.

Remove

It allows you to remove a selected object from the Result Objects panel.

Remove All

It allows you to remove all objects from the Result Objects panel.

Q UERY FILTERS PANEL

The Query Filters panel contains the following pushbuttons.

Option Description

Add a subquery Allows users to run a subquery to restrict the data that the query returns.

Add a database

ranking

Allows users to use the database ranking feature to retrieve only the top or bottom

values from the database.



Option Description

Remove Allows users to remove the selected object from the Query Filters panel.

Remove All Allows users to remove all objects from the Query Filters panel.

MODIFY Q UERY PROPERTIES

In the Query Panel, you can view and modify the default query properties as follows:

Limit query runtime or the amount of data returned.

Set security options.

Specify the order of prompts in the report.

Control potential ambiguous query results.

Restrict the retrieval of duplicate data rows.

Access query properties through the Query Properties dialog box.

PROPERTIES TAB PAGE

You can view the following sections on the Properties tab page.

Section Description

NameThe Name field describes the query. By default, each query in the document is named

successively, that is, Query 1, Query 2, and so on.

Universe The Universe field shows the universe you chose to create your query.

Limits

Max rows retrieved

The Max rows retrieved option determines the maximum number of rows of data that are

returned when a query is run. Use the max rows retrieved setting to determine the maximum

number of rows of data that are returned by a query. When you need only a certain amount of

data, you can set this value to limit the number of rows of data that is returned to the

document. This prevents a query from taking too much time or from returning unnecessary data

to the document.

The row limits set by your administrator in your security profile can override the max rows

retrieved setting. For example, when you set the Max rows retrieved setting to 400 rows, but

your security profile limits you to 200 rows, only 200 rows of data are retrieved when you run



Section Description

the query.

Max retrieval time

The Max retrieval time option determines the maximum time that a query can run before it is

stopped. Use the max retrieval time setting to determine the maximum amount of time that a

query can run before it is stopped. This is useful when a query takes too long to run due to

excessive data or network problems. You can set a time limit to stop a query after a reasonable

amount of time.

Sample

The Sample Result set option determines the maximum number of rows that a query returns.

The number of rows specified in Sample Result set is applied at the database level, in the

generated script used to return the data.

Define the number of values in the sample set of the Sample Result set property by performing

one of the following actions:

Select Fixed to retrieve the same values at each refresh. Deselect Fixed to change values at each refresh.

The Sample Result set option is only available for relational universes. It is not available for

Online Analytical Process (OLAP).

Not all databases support sampling. When sampling is not supported, the Sample Result set

option is deactivated.

Similarly, when the Fixed option is not supported by certain databases, the Fixed option is

deactivated.

The Sample Result set option provides a more efficient means of determining the maximum

number of rows returned by a query than the Max rows retrieved property because the Max

rows retrieved property discards rows beyond the maximum limit only after retrieving all the

rows in the query.

Data

Retrieve duplicate rows

The Retrieve duplicate rows option is selected by default. In a database, the same data may be

repeated over many rows. You can choose to have a query return these repeated rows, or to

have only unique rows returned. The retrieve duplicate rows option is not available in BEx

queries, or when it is not supported in the underlying database.

Retrieve empty rows

The Retrieve empty rows option allows you to include empty rows in query results.

Security

The Allow other users to edit all queries option is selected by default. All users who have the

appropriate editing rights can edit the query and modify the data that the document contains.

When you deselect Allow other users to edit all queries checkbox, only the report creator can

modify the query. Unlike the other query properties, which only apply to the selected query, the

Allow other users to edit all queries option applies to all data providers in the document.



Section Description

Prompt

Order

When you apply multiple prompted query filters, you can define the order of priority in which

they appear when the user refreshes the document .

Choose this option to define the order in which multiple prompted query filters appear when

the user refreshes the document.

Contexts

In some cases, your universe structure may require you to specify a context for your report. In

such cases, you receive a prompt to select a context. The context you select determines the

dataset returned by your query.

For example, a report on sales revenue of a car dealership prompts you to select a rental or

purchase context. Depending on your selection, your query returns the sales revenue generated

by car rentals or car sales. Your universe designer can advise you on how to select the

appropriate context for the data for your report.

When a query requires a context for a report, you must set the following context parameters:

Select Reset contexts on refresh to prompt a context at each refresh.

Clear Reset contexts on refresh to retain the context from the previous refresh.

The Clear Contexts button allows you to remove the context set in a previous refresh.

SQL VIEWER

When you build a query, Web Intelligence automatically generates appropriate SQL to retrieve the data

from the relevant database. You can view and edit this SQL, and copy it to another application if you have

the rights to do so.



CAP 3: DATA RETURN RESTRICTIONS FROM Q UERIESCURRENT

INSTRUCTIONAL ELEMENT

Q UERY FILTERS

Some universes have predefined filters built-in by the designer. At other times, you may want to create your

own query filters to limit the data. Users without rights to edit the query cannot modify the query filters you

define. This ensures that the data saved in a document is appropriate for those who view or analyze it within

the document.

Your administrator can prevent objects from being filtered. If you create filters on these objects and try to

run a query, a warning appears, listing the filters that you cannot use. You need to remove these filters from

the query to run the query.

Query filters retrieve a subset of the available data, based on the definition of the filter. For example, you

can apply a query filter on the Year dimension, to view only the sales revenue for a specific year.

Restricting the query ensures you retrieve only the data which interests you, increasing the reports

usefulness

Advantages of using query filters include the following:

You can retrieve and focus only on the data that you need to answer a specific business question.

You can limit data you do not want specific users to see when they access the document.

You can minimize the data returned to the document, thus improving performance, because the

time required to create and refresh the document over the network is reduced.

COMPONENTS OF A Q UERY FILTER

Every filter must include an object, on operator, and an operand. These elements act together to specify

which subset of the data you want to retrieve.

In the figure, the filter specifies the query must return data where the Year is equal to FY2004 only.

Filter are created in the Query Filters pane of the Web Intelligence query panel.

Query filters are made up of the following three parts:

Object - the object on which you want to filter data

Operator - the relationship between the object and operand. Common operators are: Equal to; Not

equal to; Greater than; Greater than or equal to; Less than; and Less than or equal to

Operand - the object values to be used for filtering

Every filter must include an object, on operator, and an operand. These elements act together to specify

which subset of the data you want to retrieve.

LIST OF OPERATORS

List of Operators to Choose From



Operator Retrieves data Example Data retrieved

Equal to equal to a specified valeCountry - Equal to

US For the US only

Different from

different from a specifiedvalue

Quarter - Differentfrom Q4

For all quarters except Q4

Greater than greater than a specified

value

Customer age -Greater

than 60 For customers older than 60

Greater than

or equal to

greater than or equal to a

specified value

Revenue - Greater

than or equal to

10,000

For revenue of $10,000 or

greater

Less than lower than a specified valueExam grade - Less

than 40 For exam grades less than 40

Less than or

equal to

lower than or equal to a

specified value

Customer age - Less

than or equal to

30

For customers aged 30 or less

Between including and between two

specified values

Weeks - Between 25

and 36

For all weeks between and

including weeks 25 to 36

Not between outside the range of

specified values

Weeks - Not between

25 and 36

For all weeks excluding week 25

through to 36

In list same as specfied valuesCountry - In list

'US; Japan; UK'For US; Japan; and UK only

Not in list different to multiple

specified values

Country - Not in

list 'US; Japan;

UK

For all countries except US;

Japan; and UK only

Is null for which there is no value in

the databaseChildren - Is null

For customers without children,

where no value is entered as a

value in the children column

Is not null for which a there is a value

in the database

Children - Is not

null

For customers with childrenwhere any value is entered in the

children column

Matches

pattern including a specific string

Phone - Matches pattern

"%773%"

For all phone number which

include '773'

Different Does not include a specific Phone - Different For all phone numbers which do



Operator Retrieves data Example Data retrieved

from pattern string from pattern

"%773%"

not include 773

Both Corresponds to two specific

values

Account type - Both"Fixed" and

"Mobile"

For customers with both a fixed

line and a mobile phone

Except

Corresponds to one

specified value but not to a

second specified value

Account type -

"Fixed" Except

"Mobile"

For customers who have a fixed

phone line but no mobile

TYPES OF Q UERY FILTERS

The following are four types of query you can use in Web Intelligence:

Predefined query filters - these are built into the universe Single and multi-value filters

Prompted filters

Complex filters

Q UERY MODIFICATION

You will learn how to modify a query in the Query Panel by adding a predefined filter to the query. Like

custom query filters, a predefined query filter allows you to limit the data returned by the query.



TO MODIFY A Q UERY WITH A PREDEFINED Q UERY FILTER

You need to perform the following steps to modify a query with a predefined query filter:

Steps:

1. Open a Web Intelligence Document.

2. In the Web Intelligence Rich Client window, choose Design mode.

3. On the Data Access tab page, choose the Data Providers tab page.

4. Choose Edit . The Query Panel appears.

5. From the Universe outline, expand a folder and double-click a predefined filter or drag it to

the Query Filters panel.

6. On the Query Panel toolbar, choose Run query .

7. Choose Save.

SINGLE-VALUE Q UERY FILTER

When you add a single-value query filter to a query, you limit the data returned by a specific object to a

single value.

For example, you can find data related to a certain store name by building a condition on the Store

name

dimension object and selecting the name of the store you are interested in by selecting it from the

dialog box that appears.

TO CREATE A SINGLE-VALUE Q UERY FILTER

Steps

1. In the Query Panel , choose the object you want to filter on and drag it to the Query Filters panel.

The query filter appears in the Query Filters panel.

2. Use the default operator (In List ) and choose the Operand Type drop-down arrow to the right of the

filter definition.

3.

Choose Values From List. The list of values for the selected object is retrieved from the database and appears in the List of

Values dialog box.



4. In the List of Values dialog box, choose the item you want to include in the filter and double-click

it.

5. Choose OK . The new filter appears in the Query Filters panel.

6.

Choose Run query to generate a report based on your query.

SINGLE-VALUE Q UERY FILTERS

You can change the query filter by editing the query in the Query Panel .

After you run the query and review the data that the report displays, you may need to include or restrict

more values for the object you used to create the query filter.

TO EDIT A SINGLE-VALUE Q UERY FILTER

Steps

1. In a document, choose the Design mode and then choose the Data Access tab page.

2. On the Data Providers tab page, choose Edit .

3. In the Query Filters panel, choose the Operand Type drop-down arrow and choose Value(s) from

List from the list of options. The List of Values dialog box appears.4. Optionally, choose Refresh Values from the List of Values dialog box to update the available values

in the list.

5. From the list of values, double-click the item you want to add to the filter. To remove an item

from Selected Value(s), choose the item and then < .

6. Choose OK . The query filter appears in the Query Filters panel, showing the filter’s object, operator,

and operand.



TO DELETE A Q UERY FILTER

Steps

1. In a document, choose the Design mode.

2. On the Data Providers tab page, choose Edit .

3.

In the Query Filters panel, choose the filter that you want to delete.

4. Press DELETE.

WILDCARDS IN Q UERY FILTERS

You can use wildcards as placeholders for partial pattern searches.

When you create a query filter using a wildcard, you must use one of the following relational operators:

Matches pattern

To find values that match the pattern you specify

Different from pattern

To find values different from the pattern you specify

TO APPLY WILDCARDS TO Q UERY FILTERS

Steps



1. In the Query Panel , drag the object you want to use to build a filter to the Query Filters panel.

2. Choose the Operator Type drop-down arrow and choose Matches pattern.

3. Choose the filter definition text box and enter the wildcard pattern you want to use.

4. Choose Run query . The report displays data reflecting the wildcard you entered.

PROMPTED FILTERS You can define prompts on any dimension, measure, or detail object listed in the Universe outline in

the Query Panel.

Note: You cannot use the operators Is Null and Not Null when creating prompted filters.

The following is an example of an optional prompt:

The optional prompt uses the between operator and allows the user to enter two values to set the limits of a

range, but the user enters only the lower end of the range. As a result, the generated query updates the

operator from between to greater than.

When a prompt is made optional, the user can choose to ignore the prompt. The result is that everything is

returned in the report. For example, if you make a year prompt optional, all years are retrieved in the report

if the user chooses not to answer the prompt.

The following are uses of a prompted filter:

The Prompts dialog box allows you to specify the data that is retrieved and displayed in the report,

allowing you to focus on a specific part of the information available.

A prompted filter allows multiple users viewing a single document to specify different subsets of

the data and display them in the same tables and charts in the report.

You can use a prompted filter to define a question that displays whenever the data in the

document is refreshed. The users can answer the prompt either by entering or by choosing values,

depending on the parameter properties which have been specified for the prompt in the Query

Panel .

For example, you can use the prompted query filter to produce a report that shows sales revenue

per state and prompts the user to choose a product category at each refresh.

This way, you do not restrict the data displayed to a single product category, such as Jewelry .

Instead, users choose the product category that interests them at that moment.

PROMPTED Q UERY FILTER CREATION

To create a prompted query filter, use the Prompt operand.



After you choose the Prompt operand, choose Parameter Properties between the Prompt text field

and Operand typeto display the Parameter Properties dialog box.

PARAMETER PROPERTIES

You can create prompted query filters using Parameter Properties settings as follows.

Some important points about prompted query filters are as follows.

Option Description

Prompt text Enter the text that you want to display to prompt the user to select a value. This text

displays each time the document is refreshed.

Prompt with List

of Values

Choose this option to display all the values for the object and allow the user to choose

from those values.

Select only from

list

Choose this option to prevent users from entering values that do not exist in the

database.

Keep last values

selected

Choose this option to display by default the value chosen at the previous refresh. The

user can change the value or use the previously chosen value.

Optional prompt

Choose this option to allow users to refresh the document without responding to the

prompt or by partially responding to the prompt.

When the user does not respond to the prompt, the query filter is not applied to the

data.



Option Description

Set default values

Choose this option to define the default value(s) that displays in the prompt. Define the

default value(s) using one of the following methods:

In the Type a value field, enter the value(s). Use the arrow to move the value(s) to the

field on the right.

Choose Values to choose the value(s) from the list of values present in the database.

Some important points about prompted query filters are as follows:

When the document contains multiple data providers and the same prompt and prompt text are

included in them, Web Intelligence displays the prompt only once.

When you make a prompt optional, the Prompts dialog box displays text to inform report users that

when they do not provide a value for the prompt, the filter does not apply.

PROMPTS DIALOG BOX

The options you define for the prompt determine how thePrompts

dialog box appears to users and how

users can specify the values for their reports in the dialog box.

The dialog box displays all the prompts for the report in the Prompts Summary screen area.

The user chooses the prompt to display it and define the corresponding values.

The Prompts Summary also indicates when a prompt is optional.

When the Prompts dialog box displays the list of values, it also displays the date and time of the last refresh.

With this information, users can determine when to refresh the list of values.

TO CREATE A PROMPT IN A REPORT

Steps

1. In the Query Panel , drag the object on which you want to apply a prompt to the Query Filters panel.

Results

The query filter appears in the outline in the Query Filters panel.

2. Choose the Operand Type arrow and then choose Prompt .

3. Choose Parameter Properties between the Prompt text field and Operand type to display

the Prompt Properties dialog box.

4. Choose OK to confirm the prompt.

5. Choose Run query .

Results



The Prompts dialog box displays.

6. Choose the value on which you want to filter the report and move it to the Selected Values area.


Results

The document displays, reflecting the prompt value you selected.

8. Save the document.

PROMPT Q UERY FILTER MODIFICATION

You can make changes to the prompted query filter by editing the query in the Query Panel .

After you have run the query and reviewed the data displayed in the report, you may need to change the

prompt to include or remove filter criteria.

TO EDIT A PROMPT FILTER

Steps

1. In the Query Panel , in the Query Filters panel, choose the Operator drop-down arrow to display the

operators and choose the appropriate operator from the list.

2. Choose Operand TypePrompt .

3. To edit the prompt properties, choose Prompt Properties next to the Prompt text field (optional).

4. To edit the prompt text, enter new text in the Prompt text field (optional).

5. To set default prompt values, choose Set default values in the Prompt Properties dialog box

(optional).

6. Enter default values into the Type a Value field and move them into the chosen values box by

choosing the > button, or choose Values to display the List of Values dialog box and select default

values from the list of values.

7. Select or deselect other Prompt Properties as desired.

8. After choosing default values in the List of Values dialog box, choose OK to close the List of

Values dialog box and return to the Prompt Properties dialog box.

9. Choose Run query to display the New Prompts dialog box. The value you specified displays by

default in the Prompt zone. You can accept the default value or specify another value.

10. Choose OK .


LOGICAL OPERATORS FOR MULTIPLE CONDITIONS

To produce a report that precisely focuses on certain data, you may need to apply more than one filter.

When you specify more than one filter in a query, the relationship between the filters must use either

the AND or OR operator. These are known as logical operators.



The types of logical operators are as follows:

AND

You use AND when you want both conditions to be met to return a row from the database when you run a

query.

OR

You use OR when you want either of the conditions to be met to return a row from the database when you

run a query.

FILTER OPERATORS

Using the AND logical operator results in only rows represented by area C being included in a report.

Using the OR

logical operator, all rows represented by circles A and B are returned.

The figure Filter Operators shows how the result of combining two or more filters can be visually

represented using a Venn diagram. The two circles represent the number of database rows that are



returned based on the conditions defined by a particular filter. The overlapping area represents the rows

that meet the conditions defined by both filters.

THE AND OPERATOR

When you add a second filter to a query in a new Web Intelligence document, Web Intelligence by default

places an AND operator between the two conditions.

When you remove the second filter and then attempt to add a new second filter to the query, by default

Web Intelligence applies the logical operator that was last used. You can change the operator value

between AND and OR

TO CREATE A REPORT USING THE AND OPERATOR

Steps

1. Create a new query and drag the required objects to the Result Objects panel.

2. Choose another object on which you want to filter the query and drag it to the Query Filters panel.

3. In the operator list, choose the appropriate operator for the filter.

4. Choose the Operand Type drop-down arrow and choose Value(s) from list . The values available for

the object displays in the List of Values dialog box.

5. Choose the appropriate values from the list and move them to the Selected Value(s) zone and

choose OK . The Query Filters panel displays the filter you just defined.

6. Create a second query filter by dragging another object to the Query Filters panel.

7. From the Operator list, choose the appropriate operator.

8. Choose the Operand Type drop-down arrow and choose Value(s) from list . The values available for

the object are displayed in the List of Values dialog box.

9. Choose the appropriate values from the list and choose OK .

10. Choose the operator to change it to AND.



11. Choose Run query and save the document.

THE OR OPERATOR

When you use the AND operator to group two query filters, your report returns data only if the conditions

of both query filters are met.

When you use the OR operator to group two query filters, your report returns data if the conditions of

either of the query filters are met. You can change the operator value between AND and OR.

TO CREATE A REPORT USING THE OR OPERATOR

Steps

1. Create a new query and drag the required objects to the Result Objects panel.

2. Choose the objects on which you want to build the filters and drag them to the Query Filters panel.

3. From the Operator list, choose the appropriate operators for each of the query filters.

4. Choose the appropriate operands and values for the query filters.

5. Group the query filters as required.

6. When required, choose the operators grouping the query filters to switch between the operator

values AND and OR.


Results

The report displays according to the query filter grouping you created.


OPERATOR PRIORITIZATION

A complex filter uses more than one filter in a single query. To ensure that the filters retrieve exactly the

data you want, you need to prioritize the operators.

In the Query Filters panel, by positioning the query filter statements and deciding how to group them

together, you define the filters that are processed first. The positioning and grouping of the filters depends

on the logic of the information you are trying to retrieve.



CAP 4: WEB INTELLIGENCE DOCUMENT DESIGN

COMPONENTS OF A WEB INTELLIGENCE DOCUMENT

A Web Intelligence document consists of:

One or more reports

One document may contain several reports that are organized as tab pages along the bottom of the

window. Reports contain blocks of formatted data, text, and graphics. You must specify the layout when you

create a report. You can change the layout of existing reports.

One or more blocks

A block is a table, cross table, form, or chart that displays information in the report.

The microcube of data returned by the query or other data provider

The microcube contains the actual data that is retrieved from your corporate database. The microcube

contains all the data that you can display in the reports inside the document.

The reports display in the report panel of the main window of the Web Intelligence Rich Client. The data thatyou can use in your reports is displayed in the side panel.

REPORTS VIEWING IN A DOCUMENT

Each report in a document can show various views of the same information, or it can show completely

different information concerning the same subject.

THE WEB INTELLIGENCE RICH CLIENT REPORTING INTERFACE



The main window of Web Intelligence Rich Client allows you to view, edit, structure, and analyze the

information returned by the queries that you build in the Query Panel function.

The main window of Web Intelligence Rich Client offers three different application modes that grant you

access to specific features. Your license type and your security profile together determine the features that

you can access.

The following features enable you to interact with and organize the data in the main window of Web

Intelligence Rich Client:

The side panel provides different views of the current document.

The tab pages, toolbars, and buttons allow you to control the data that displays in the report panel.

The toolboxes, tab pages, and toolbars that are available to you depend on the application mode.

You can right-click the report elements in the report panel to access the contextual menu. This

menu provides quick access to the functions that are available for the element in the application

mode.

APPLICATION MODES

The sections that follow provide a description of the features available in the different application modes.

The description corresponds to the standard delivery of the main window of Web Intelligence Rich Client.

The security profile that your system administrator has defined for you can further restrict your access.

As a report designer, you work primarily in Design mode. However, report users may work principally

in Reading mode. Therefore, you must be familiar with the features available in the other modes. As a

report designer, you may also need to work in the Data mode.

DATA MODE

In the Data mode, you can create, edit, and manage queries that supply data to reports.

Data mode provides access to the Data Access tab page that allows you to perform the following tasks:

Create a new data provider.

Edit, purge, and refresh an existing data provider.

Merge objects from different data sources.

Data mode also provides access to the following features:

The File tab page on the main toolbar which allows you to open, save, print, and search a document

and send it as an attachment by e-mail

The Properties tab page which allows you to set document and application properties

READING MODE In the Reading mode, you can view and perform some analysis tasks on reports. When you open an existing

report, it displays in the Reading mode.

Reading mode provides access to the main toolbar that allows you to perform the following tasks:

Create a new document.

Open, save, print, and search a document.

Send a document as an e-mail attachment.



Edit a document using Copy , Cut , Paste, Undo, and Redo.

Refresh a document.

Activate data change tracking and drill up or down in the data in a report designed for drilling.

Show or hide report filters and outlines.

Design Mode

In addition to the features available in the Data and Reading modes, the Design mode provides further

analysis and formatting features.

Design mode provides access to the following tab pages and their associated functions:

Report Element

Allows you to define the tables, charts, cells, and sections in which your data displays. You can also define

the colors, position, and alignment of the report elements and the hyperlinks they contain.

Format

Allows you to define formatting options, including font, color, borders, text alignment, padding, and

background images.

Data Access

Allows you to create a new document; edit, purge, and refresh an existing document; create a new variable;

and merge objects from different data sources.

Analysis

Allows you to perform extensive analysis tasks. Allows you to apply report filters, ranking, input controls,

data tracking, breaks, sorts, and conditional formatting rules; drill up or down on data when drilling is

enabled; apply calculations; and show or hide outlines.

Page Setup

Allows you to add, delete, rename, duplicate, and move reports; define page orientation, headers, footers,

and margins; and scale a report to a number of printed pages.

Design mode also provides access to the following features:

The File tab page on the main toolbar that allows you to open, save, print, and search a document

and send it as an attachment by e-mail.

The Properties tab page which allows you to set document and application properties.

TO CHANGE APPLICATION MODES

Discuss the ability to change application modes.

Remind participants that access to various application modes depends on both the license that

their organizations have for using Web Intelligence and the rights that their system administrator

grants them in their security profile.

Steps

1. From the main window of Web Intelligence Rich Client, depending on the current mode, follow the

appropriate instructions to change the application mode:



Mode Change to a new mode

ReadingIn the upper right corner, choose the >> arrow and, from the menu, select a different

application mode.

Data orDesign

In the upper right corner, choose the application mode in which you want to work.

WEB INTELLIGENCE APPLICATION STRUCTURE

The Web Intelligence application includes the following areas in Design mode:

File tab page

The File tab page contains the toolbar that allows you to open, save, and print documents.

Properties tab page

The Properties tab page allows you to set document and application properties. This tab page determines

the display format of the different areas and panels in the application.

Toolboxes

Toolboxes appear at the top of the application and provide access to the tab pages and toolbars that allow

you to perform related tasks. The available tab pages are Report Element , Format , Data Access, Analysis,

and Page Setup.

Side panel

The side panel contains several panes that provide various views of the current document.

Status bar

The status bar appears at the bottom of Design mode, below the report, and allows you to activate data

tracking or change the way the report displays between the Quick Display and Page modes.

SIDE PANEL VIEWS

The side panel in the Design mode of the main window of Web Intelligence Rich Client groups several panes

that provide different views of the current document.

The different panes available in the side panel are as follows:

The Document Summary pane

Provides an overview of the document properties. You can print or edit the properties using the buttons at

the top of the Document Summary pane.

The Report Map pane

Lists all the reports in the document displayed in the Report panel. You can navigate among the reports and

report sections through the Report Map feature.

The Input Controls pane

Allows you to add and edit the input controls applied to the document.

The Web Services Publisher pane



Lists the Business Intelligence (BI) services published from the document.

The Available Objects pane

Lists the data providers and objects available for building your reports.

The Document Structure and Filters pane

Displays the structure of the document in a tree view and displays the filters applied to the different reportelements.

SIDE PANEL IN WEB INTELLIGENCE MODES

In Web Intelligence, the side panel appears as follows:

In Data mode, only the Data pane appears in the side panel. The Datapane allows you to navigate

the data provided in a document.

In Reading mode, only the Document Summary , Report Map, and Input Controls panes appear in

the side panel, but the report user cannot modify the information in the panes.

By default, when the results of a query are displayed in the report panel, the side panel displays

the Available Objects window. You can change the view by choosing the buttons to the left of the view or bychoosing the dropdown arrow next to the name of the active view to display the available views.

To display the side panel again, click any button displayed vertically along the left side of the application.



TO CHANGE THE SIDE PANEL DISPLAY

Steps

1. Open a Web Intelligence document in the Web Intelligence Rich Client main window.

By default, the side panel displays the Available Objects pane in the main window of Web Intelligence

Rich Client. This tab page displays the title of the document and all the objects (and variables, when

pertinent) available in this document.

2. Choose one of the buttons to the left of the Available Objects pane to display the corresponding

view.

The side panel displays the new pane.

3. Drag the right edge of the side panel to the middle of the main window of Web Intelligence Rich

Client to expand the panel.

4. Choose the << arrow in the upper right corner of the view to close the side panel for an

unobstructed view of the contents of the Report panel.

5. To display the side panel again, choose the button for the view you want to see.

USER PREFERENCES

You can personalize the settings of the Web Intelligence Rich Client application in the Web Intelligence

Options dialog box.

WEB INTELLIGENCE RICH CLIENT GENERAL PREFERENCES

You can define general user preferences for your work in the Web Intelligence Rich Client application.

When you define a default universe, the Universe dialog box displays with the default universe that is

selected each time you create a new document on a universe. You can use the default universe or select

another one.

The Universe dialog box includes the following options:

The No default universe option indicates that no universe in the list is preselected when you open

the Universe dialog box. You must select a universe from the list when creating a document.

The Select a universe option allows you to browse for a default universe. After you define the

default universe, the name is displayed.

SELECTION OF DEFAULT FOLDERS AND THE MICROSOFT EXCEL FORMAT



When the Web Intelligence Rich Client application is downloaded and installed from the BI launch pad, help

files are not installed locally. Help files are installed on the BI launch pad server. Contact your company's SAP

Business Objects administrator to get the URL of the help files on the server. You can then enter the URL to

access the help files.

You can choose default folders to store user documents, universes, and help files. To change the default

locations, choose Browse and then select a folder.

You can choose one of the following formats when you save a document in Microsoft Excel format:

Prioritize easy data processing in the Excel document

The Excel document is formatted to ensure efficient data processing.

Prioritize the format of reports in the Excel document

The Excel document is formatted to ensure optimum readability.

WEB INTELLIGENCE RICH CLIENT VIEWING PREFERENCES

You can define preferences to view your work in the Web Intelligence Rich Client application.

In the Measurement Unit section, you can set the unit of measurement for display in a report, for example,

pixel, inch, or centimeter.

In the Grid section, you can set the following grid options:

Show grid

Displays a grid that enables you to align page elements

Snap to grid

Aligns the page elements to the grid to enable accurate repositioning

Grid spacing

Defines the distance between the lines on a grid

WEB INTELLIGENCE RICH CLIENT LOCALE PREFERENCES

You can define the locale user preferences for your work in the Web Intelligence Rich Client application.

A locale is a combination of language and geographical area.

The following options are available to define locale preferences:

Product Locale

Select an available locale to set the application interface language. When you change the locale setting, you

must restart Web Intelligence Rich Client to activate the change.

Preferred Viewing LocaleSelect this option to define your preferred locale for displaying document data. When you create a

document, the preferred viewing locale is always the initial document locale saved with the document.

The Formatting Locale option determines how Web Intelligence Rich Client formats the data in your

documents.

The following data formatting options are available:

Use the document locale to format the data



When this option is selected, the data is formatted according to the document locale. The document locale

can be saved with the permanent regional formatting option, which you can select when saving the

document.

Use the preferred viewing locale to format the data

When this option is selected, the data is formatted according to your preferred viewing locale preference.

This option also overrides the document locale.

WEB INTELLIGENCE RICH DRILL PREFERENCES

You can start a new drill session by choosing one of the following options:

Start drill on duplicate report

When you start a new drill session, a duplicate report is opened in the document and you drill on the

duplicate. When you end the drill mode, both the original report and the drilled report remain in the

document.

Start drill on existing report

When you start a new drill session, the current report becomes drillable. When you end the drill mode, thereport displays the drilled values.

DRILL OPTIONS

You can choose from the following drill options:

Prompt when drill requires additional data

You are prompted when Web Intelligence Rich Client needs to retrieve additional data to complete the drill

and you can decide whether or not to go ahead. If the amount of data is large, the retrieval can take time

and you can decide not to drill. When this option is not selected, Web Intelligence Rich Client retrieves the

additional data without prompting you.

Synchronize drill on report blocks

When this option is selected, drilled values are shown in all the report blocks in the report. When this option

is not selected, drilled values are shown only in the report block that is selected for the drill.

Hide drill toolbar on startup

When this option is selected, the drill toolbar that is normally displayed at the top of drilled reports is not

shown. The drill toolbar displays the value on which you drilled. The drill toolbar is only useful when you

want to select filters during your drill session.

PROXY OPTIONS

You define proxy settings when you use an Internet proxy server to access URLs or images in your reports.You do not need to define proxy settings for images embedded in a report.

Use the proxy settings that are within your Internet browser to define your proxy settings for the Web

Intelligence Rich Client application.

Choose from the following Internet browser proxy settings:

Http Host and Port Settings

Enter the appropriate proxy information in each field.



Https Host and Port Settings

When the https proxy settings are the same as the http proxy settings, select the Same as Http Proxy option.

When they are different, enter the appropriate proxy information in the fields.

TO SET USER PREFERENCES IN WEB INTELLIGENCE RICH CLIENT

Steps

1. Use the instructions for the application mode in which you are working:

In Reading mode, in the upper right corner, choose >>. Choose Tools .

In Data or Design mode, choose Tools.

The figure shows the options available in Reading mode

2. Choose Options. The User Preferences dialog box appears.

3. Choose the tab page that corresponds to the options you want to define:

General

Allows you to set general preferences

Viewing

Allows you to set document viewing preferences

Locale

Allows you to set preferences for interface and formatting locales and how to use them

Drilling

Allows you to set document drill preferences

Proxy

Allows you to set the proxy host and port

4. Set preferences, and then choose OK .

The preferences are now applied. They are stored in a file in the LocData folder under the SAP

BusinessObjects Business Intelligence installation folder.

TO CHANGE A PASSWORD

Steps

1. Follow the instructions for the application mode in which you are working:

In Reading mode, in the upper right corner, choose >> and then choose Tools.

In Data or Design mode, chooseTools.

A drop-down list displays.



2. Choose Change Password.

3. Enter your current password in the Enter Old Password field.

4. Enter your new password in the Enter New Password field.

5. Enter your new password again in the Confirm New Password field.

6. Choose OK .

Results

Your password changes to the new password.

DOCUMENT SUMMARY

In the left panel of the main window of Web Intelligence Rich Client, you can display and modify properties

that are assigned by default to the Web Intelligence document.

The document properties options are described in the following table.

Document Properties - Options

Document

Summary

Section

Description

General

This section displays details about the document, such as the title, the person who created

the document, the creation date, keywords that were defined to identify the document,

and a description.

The locale displays the document’s international formatting loca le. The locale affects the

format of, for example, date display, number display, and sort order. For example, if the

document formatting locale is French (France), decimal numbers appear according to the

French formatting rules, that is, with a comma as the decimal separator (3,51;20,05).

Statistics

This section displays details about the last refresh, the duration of the last refresh, the last

modification to the document, and the username of the person who made the

modification.

Document

Options

This section displays the following document options and indicates whether they are

activated for the current document:

Refresh on open

This option refreshes a document automatically each time you open the document.

By default, this option is not selected so that you always see the original data that was

retrieved when the document was last refreshed, and which was stored in the document

when it was saved. To see the most-recent data available in the database, you can refresh

the document manually when you open it. You can also select this option to ensure that

the data is updated automatically each time the document is opened.

Permanent regional formatting

This option formats the document, depending on the document’s locale. The document

maintains the formatting for its locale even when you define a different locale. You can



Document

Summary

Section

Description

select this option here or in theSave a document dialog box when you save the document.

Use query drill

This option drills in the Query drill mode instead of in the standard drill mode.

Enable query stripping

This option enhances performance during query refresh by generating queries that retrieve

the data only for the objects that contribute to the reports in which the data is used. At

each query refresh, Web Intelligence Rich Client ignores the noncontributing objects and

retrieves only the relevant data from the data provider.

Data Options

This section includes the following document options:

Data tracking

When activated, this option displays the date of the reference data that is set for tracking

change in data.

Auto-merge dimensions

This option synchronizes data providers by merging dimensions automatically under certain

conditions.

Extend merged dimension values

This option extends dimension values in reports with synchronized data providers.

Parameters This option provides the document prompts and key dates.



TO MODIFY DOCUMENT PROPERTIES

Steps

1. To view the document properties, choose Document Summary .

The left panel displays again to show the Document Summary pane. To view all properties displayed in the

pane, choose the Document Summary dropdown arrow to expand or collapse a section and use the vertical

scroll bar.

To modify the document properties, choose Edit at the top of the Document Summary pane.

The Document Summary dialog box displays.

2. Make changes in the Document Summary dialog box, and choose OK .

REPORTS ADDITION

In the main window of Web Intelligence Rich Client, you can add new reports to a document. You can also

duplicate or delete reports.

TO ADD A REPORT TO A DOCUMENT

Steps

1. In the main window of Web Intelligence Rich Client , right-click the Report tab page at the bottom of

the document and choose Add Report .

A new empty Report tab page, called Report 2, is inserted in the document and displays at the bottom of the

document.

1. In the context menu of the Report 2 tab page, choose Rename. The Rename dialog box displays.

2. In the New value field, enter the name you want to give the report and choose OK .

Results

The Repor t tab page displays the new name for the report.

TABLES

Web Intelligence provides the following types of tables:

Vertical tables

The vertical presentation style is the default style for presenting data. Vertical tables display header cells at

the top of the table and the corresponding data in columns. By default, the header cells display the names of

the dimensions, attributes, and measures included in the table. The body cells display the corresponding

values. Horizontal or financial tables

A horizontal or financial table is similar to a vertical table, except that the data runs horizontally, rather than

vertically. By default, the row headers display the names of the dimensions, attributes, and measures

included in the table. The body cells display the corresponding values. The horizontal table format is useful

for reports with several measures, such as financial reports and balance sheets.

Cross tables



The appearance of a cross table is similar to that of a spreadsheet. The table displays data in a matrix in

which the row and column headings describe the contents of each cell. Cross tables are most often used to

show the cross-section of three axes of information.

Cross tables display values for dimensions across the top axis and on the left axis.

The body displays the values of a measure that correspond to the cross-section of the dimensions.

Forms

Forms are useful in a report when you want to display detailed information for each customer, product, or

partner. For example, a form is a useful way of displaying individual customer records with information such

as the customer account, name, and address. You can also use forms to format address labels for envelopes.

DISPLAY MODES

When you first create a new document by building and running a query, the data that is retrieved is

generally displayed in a vertical table.

By default, all documents display in the Quick Display mode. The Quick Display mode makes large

documents with many rows and columns of data easier to manage because you can limit the number ofrows and columns for each page in your document.

The Quick display mode displays 100 rows and 20 columns on each page. You can increase these values, as

required. You can insert one or more tables into a blank report or even add them to an existing report.

To insert a table, proceed as follows:

1. Drag the objects (from the Available Objects view), which you want the table to display, onto a

blank area of the report. This is a fast way to build vertical tables.

2. Use the Table buttons in the Report Elements toolbox on the Table tab. Select the table type that

you want to insert and use the Insert report element dialog box to assign the objects to the table.

In the Web Intelligence Rich Client window, you can modify documents and preview those changes in

the Quick Display and Page modes.

The View Page mode displays the results retrieved in the page layout with margins, headers, and footers.

You can switch between the Quick Display and Page modes by choosing Quick Display or Page on the status

bar.

THE DESIGN DISPLAY MODE

To work in Structure mode, proceed as follows:

1. Choose the drop-down arrow next to the Designmode in the upper right corner.

2. Choose Structure only .

In the

Design

mode, you can choose to work with the report structure only. No data appears in the table.

Working with the report structure allows you to make modifications without accessing the server. When you

work with reports that are populated with data, each change that you make is applied on the server.

Therefore, when you want to make many modifications, a good practice is to work only with the report

structure and populate the report with data only after you have finished your modifications.



VERTICAL TABLES

As a refresher, the next procedure shows how to create one more vertical table.

The default view of new reports is a vertical table.

TO CREATE A DEFAULT VERTICAL TABLE

Steps

1. Create a new query.


Results

Your results display in a vertical table.




TO CREATE A TABLE BY SELECTING A TEMPLATE

Steps

1. In an existing document, select the mode in which you want to work by

choosing Design → Structure only or Design →With Data.

Working in Structure mode allows you to define and preview the new table without requesting the server to

apply each of your modifications. You can then change to With Design mode to apply all your modifications

and display the results in the new table.

2. Choose the Report Elements tab page.

3. On the Tables tab page, choose the Insert table dropdown arrow for the table type you want to

insert, and choose theDefine Table menu item for the table type.

For example, to insert a horizontal table, choose Define Horizontal Table.

4. In the report, choose the area where you want the table to appear.

The Insert report element dialog box displays and shows the table type that you selected. The fields for the

axis or axes available in the table display to the right.

5. For each axis field, choose the dropdown arrow and select the object for which you want the data

to display.

To add table rows, columns, or body cells, choose the + icon to the right of the axis field.

To delete table rows, columns, or body cells, choose the + dropdown arrow and choose Delete.

6. Choose OK .

Results

The table displays the data from the objects you selected

7.

To add another object to the table and create an additional table column or row, drag an object

from the Available Objectspane to the area of the table where you want to add the column or row:

To create a new column before the existing column, drop the object to the left of the existing

column.

To create a new column after the existing column, drop the object to the right of the existing

column.

To create a new row above the existing row, drop the object on the top edge of a row.

To create a new row below the existing row, drop the object on the bottom edge of a row.


TABLE FORMAT With Web Intelligence Rich Client, you can switch from one table format to another table format that is

more appropriate for the information displayed in the report.



TO CHANGE A TABLE FORMAT

Steps

1. Right-click the table you want to modify.

2. Choose Turn into from the contextual menu.

A menu of the table and chart types displays.

3. Choose the table type to which you want to change the table.

Web Intelligence displays the data in a new table type.

TABLE ADDITION

You can add data to your tables by dragging objects from the Available Objects pane.

When the new data object was not part of your original query and not retrieved from the database, you

need to edit your query, add the data object in the Query panel to the Results Object panel and run the

query before you can add the object to an existing table.

If the new data object is not part of your original query, and not retrieved from the database, you must

perform the following steps before adding the object to an existing table:

1. Edit your query.

2. Add the data object in the Query Panel to the Results Object panel.

3. Run the query.

TO ADD DATA TO AN EXISTING TABLE

Steps



1. Drag the object from the Available Objects pane to the desired location in the table:

To add the object to a new column to the left of an existing column, drag the object to the left edge

of a column header.

To add the object to a new column to the right of an existing column, drag the object to the right

edge of a column header.

To add the object to a new row before an existing row, drag the object to the top edge of a rowheader.

To add the object to a new row after an existing row, drag the object to the bottom edge of a row

header.

The name of the object appears in the new column or row header, and the values appear in the new body

cells.

TABLE COPY

You can use one of the copy-and-paste methods to copy a table and paste it as another block in the report.

This technique is useful to show the same data, but in another format, for example, as a chart with

formatting to highlight certain information.

TO DUPLICATE A TABLE

Steps

1.

Use your preferred method for duplicating a table.

The following are methods for duplicating a table:

Method Steps

Context sensitive

menu

1. Right-click the table and choose Copy from the contextual menu.

2. Place your cursor where you want the duplicate table to appear. Right-

click and choosePaste.

Toolbar buttons

1. Select the table. In the toolbar above the left panel, choose Copy .

2. Place your cursor on where you want the duplicate table to appear and

choose Paste.

Keyboard

shortcuts

1. Select the table and on your keyboard, press CTRL + C.

2. Place your cursor where you want the duplicate table to appear and on

your keyboard, press CTRL+ V.




TABLES DELETION

You can delete tables, rows, or columns by using a shortcut menu.

TO DELETE TABLE ROWS OR COLUMNS

Steps

2. Right-click the table, column, or row you want to remove.

3. Choose Delete from the contextual menu.

The row, column, or table is deleted.

FREE-STANDING CELLS Freestanding cells are single cells that stand alone in a report. You can use freestanding cells to display

information that adds meaning to your report.

In the Report Element toolbox, there are several types of freestanding cells available on the Cell tab page.

You can add the following information to your reports:

Text comments

You can enter messages, questions, or add titles. As a report designer, you can add tips for the report

consumers on how they can use the report interactivity for additional information.

Images

You can display logos, icons, and photographs.

Formulas or calculations

You can add custom formulas or calculations.

Last refresh date

You can display the date when the document results were refreshed with the most recent data from the

database.

Drill Filter functions

You can display the names of the objects by which the data in a drilled report is filtered.

Page numbers

You can display the page number of each report page.



PROMPT CELL

The Prompt option in the Pre-Defined cell list allows you to insert a cell to display the users response to an

individual prompt. The Pre-Defined cell is based on the User Response formula taking the prompt question

as the parameter.

TO INSERT A FREE-STANDING CELL

Steps

1. In the Report Element toolbox, choose the Cell tab page.

The Cell tab page is displayed with Blank for inserting a blank freestanding cell and the Pre-Defined menu of

predefined cells.



2. Choose the drop-down arrow next to Pre-Defined to display the menu of predefined cells that

contains the following options:

Document Name

Last Refresh Date

Drill Filters

Query Summary Prompt Summary

Report Filter Summary

Page Number

Page Number/ Total Pages

Total Number of Pages

3. In the Pre-Defined menu of predefined cells, select the cell you want to use and choose the area in

the report where you want it to be displayed.

The cell is displayed in the report.


TO CHANGE THE DEFAULT NUMBER FORMAT

Steps

1. In the report, right-click the cell which contains the number you want to change the default number

format in.

2. Choose Format Number in the contextual menu.

The Format Number dialog box is displayed.

3. Choose the tab pages to the left of Format Number to display the sample formats of the number

types in the Sample screen area.

4. Choose the sample format you want for the number in the chosen cell.

5. Choose OK .

The cell format is updated in the report.


TO INSERT TEXT TO LABEL A NEW CELL

Steps

1. In the Web Intelligence Rich Client main window, choose the Report Element toolbox.

2. Choose the Cell tab page.

3. Choose Blank and choose the area in the report where you want the blank cell to be displayed.

An empty cell is displayed in the report.

4. Double-click the new cell.

A dialog box opens with your cursor in the field. You can now enter text or a formula.

5. Enter the appropriate label text in the field and press ENTER.

The text appears in the cell you just created.




TO MODIFY THE DEFAULT TEXT STYLE IN MULTIPLE CELLS SIMULTANEOUSLY

Steps

1. Select the cells to which you want to apply the same formatting. To select multiple cells, first select

one cell and then press CTRL and select the second cell.

Alternatively, use Format Painter in the Tools menu to copy an existing format and paste it to other cells in

your report.

2. Choose the Format toolbox.

3. Choose the appropriate tab page in the Format toolbox and use the buttons and fields on each tab

page to define the formatting you want to apply to the cells.

The name of the tab page indicates the formatting aspect that you can define.

Formatting Aspects for Tabs

Tab Page Formatting Aspect

Font Font type and size

Border Borders and border color

Cell Merge or clear cells

Style Font style, including bold, italics, or underlined; font color and cell background or color

Numbers Numbers format

Alignment Text alignment

Size Cell size

Padding Spacing between cell contents and cell borders

The cells and their contents are displayed with the formatting changes.


CHARTS

Web Intelligence offers standard chart formats to graphically display your business information. You can

choose from many chart types in Web Intelligence, including various forms of column, line, pie, bar, and

point charts.

Column charts are useful for showing data changes over a period of time or for illustrating comparisons

among items. Column charts display a series of vertical bars that are grouped by category.

Web Intelligence provides the following column charts:

Column chart

Column chart with dual values

Combined column and line chart



Combined column and line chart with dual value axes

Stacked column chart

100% stacked column chart

3D column chart

LINE CHARTS Line charts are good for showing trends in data at equal intervals or changes in data over time. Line charts

connect specific data values with either vertical lines or horizontal lines.

Web Intelligence provides the following line charts:

Line chart

Line with dual axes chart

Area chart

PIE CHARTS

Pie charts are useful if you want to show how each part of your report data contributes to the total. Pie

charts display data as segments of a whole. You can include only one measure object in a pie chart. When

you have several measures in your report, choose another chart type.

Web Intelligence provides the following pie charts:

Pie chart

Pie chart with variable slice depth

Donut chart

POINT CHARTS

Point charts are useful for comparing specific data points. They display data as points and are similar to line

graphs, except point charts plot the data points without a line to connect them.

Web Intelligence provides the following point charts:

Scatter chart

Bubble chart

Polar scatter chart

Polar bubble chart

BAR CHARTS

Bar charts are useful for comparing similar groups of data, for example, one time period to another. Bar

charts display data in a horizontal bar format.

Web Intelligence provides the following bar charts:

Bar chart

Stacked bar chart

100% stacked bar chart

RADAR CHARTS



Radar charts, also known as spider charts, are useful when you want to look at several factors related to one

item. A radar chart displays several axes starting from a unique origin and with a common scale. Each axis

represents an analysis category item. The radar chart contains plots directly placed on each axis according to

the associated values. Plots can be linked by lines.

For example, you can use a radar chart to display revenue data for different services within a hotel. On one

axis, you can display the revenue for the rooms; on another axis, you can display the revenue for therestaurant; and so on.

CHART CREATION

To work in the Structure mode, choose the dropdown arrow beside Design in the upper right corner and

choose Structure only .

You can create charts in the following ways:

In the Report Element toolbox, you can select a chart type from the Chart or Others tab page and

choose the area of the report where you want the chart to display. The chart structure displays in

the report.

You can use the right-click contextual menu option. Right-click the report and

choose Insert → Insert a Report Element . Choose the area of the report where you want the chart

to display. The chart structure displays.

You can use the right-click contextual menu on an existing table or cross-table. Right-click the table

or cross-table and choose Turn Into → More Transformations.

TO CREATE A CHART

Steps



1. In an existing document, choose the Report Element tab page.

2. On the Chart tab page or the Other tab page, choose the drop-down arrow for the different chart

types and select the chart type you want to create.

3. Choose the area of the report where you want to display the chart.

The chart structure displays in the report.

4.

Drag the required objects to the chart.

The data for the objects display in the chart.


CHART TO TABLE CONVERSION

You can change a table into a chart. You can also change from one table type to another or change from one

chart type to another.

TO CREATE A CHART FROM A TABLE

Steps

1. Right-click the table you want to change into a chart and from the contextual menu choose Turn

Into → More Transformations.

Alternatively, when the chart you want to create is in the menu, such as Column, Line, or Pie, you can

directly choose the chart. The Turn Into dialog box displays.

2. On the left side of the Turn Into dialog box, choose the tab page for the chart type you want to

create.

3. In the area where the charts display, select the chart that you want to create.

4. In the area to the right of the Turn Into dialog box, you see the objects for the different aspects of

the chart, for example, the value axis, category axis, region color, pie chart size, and color.

When required, you can modify the values by choosing the arrow next to the field and choosing a new

object. You can add a field by choosing the + icon next to the field. You can delete a field by choosing

the X icon next to the field.



5. Choose OK . The chart displays the data.


TO CHANGE A CHART INTO A TABLE

Steps

1. Right-click the chart you want to change into a table and, from the contextual menu, choose Turn

Into → More Transformations.

Alternatively, when the table you want to create is in the menu, for example, Vertical Table, Horizontal

Table, or Cross-table, you can directly choose the table.

The Turn Into dialog box displays.

2. On the left side of the Turn Into dialog box, choose the Tables tab page.

3. In the area where the table types display, select the table that you want to create.

4. In the area to the right of the Turn Into dialog box, you see the objects in the fields for the different

axes in the table, for example, the horizontal axis, vertical axis, and body axis.

5. Choose OK . The chart displays in the chosen format.


CAP 5: PRESENTATION OF DATA IN DOCUMENTS

BREAKS

Breaks allow you to structure the data in a table into groups and to make the data easier to view and

interpret. You can apply breaks on the data and values that you select.

When you insert a break on a dimension, the values for the dimension are automatically sorted in ascending

order.

For numeric values, the lowest value is displayed in the first row of the table and the highest value displays

in the last row.

For alphabetical character values, the values are sorted in alphabetical order, from first row to last.

When you apply a break, Web Intelligence separates all the data for each unique value of the selected

variable. It inserts a blank row or column after each value, which allows you to easily insert subtotals for thedata group.

A long table can be tedious to read and hard to understand. For example, a table

displaying Year , Quarter , State, and Sales revenue shows year and quarter values repeated on several rows.

When you apply two breaks to a table, one on Year and the other on Quarter , the data becomes clear and

simple to read. Each group in the table displays the quarterly Sales revenue for all states, for a

unique Quarter and a single Year . The Year and Quarter values appear once at the break header level and

allow the report user to focus on the State and Sales revenue data.



In the extra row that appears in the table after each group, you can insert sum totals for revenue over

the Year .

The following are the main advantages of using breaks:

You can efficiently organize the representation of data.

You can display subtotals.

WAYS TO ADD BREAKS

In the Web Intelligence Rich Client application, you can add breaks in the following ways:

On the Analysis tab page, choose the Display tab page, and then choose Break .

From the contextual menu, right-click the row or column where you want to add the break.

Choose Break → Add Break .

TO ORGANIZE A REPORT WITH BREAKS

Steps

1. Choose a table cell in the column or row where you want to insert a break.

2. Choose the Analysis tab page.

3.

On the Display tab page, choose Break . The break appears on the selected column or row.

CALCULATIONS

Web Intelligence provides standard calculation functions on the Functions tab page of the Analysis tab

page to help you make quick calculations on the data in your reports.

You can calculate the sum, average, and percentage of a variable. You can also calculate the total count and

the minimum and maximum values.

TO ORGANIZE A REPORT WITH CALCULATIONS



Steps

1. Choose a table cell that contains data.


3. On the Functions tab page, depending on the calculation you want to insert, choose Sum or Count .

The aggregated value displays in a new row at the bottom or a new column at the end of the table.

4.

To insert other calculations, repeat steps 1 –3.5. Save the document.

TO DELETE A CALCULATION

Steps

1. Right-click the table or cross table that contains the calculation.

2. From the contextual menu, choose Delete. The Remove dialog box displays.

3. Depending on the table type, choose Remove Row or Remove Column.

4. Choose OK .

SORT ORDERS The order of the non-measure objects in a table initially controls the way the data is sorted or grouped in

the report.

Sorts in Web Intelligence allow you to apply the following orders:

Sort Order Description

Default

A default sort order is sometimes referred to as the natural order.

Depending on the type of data in the column or row, the results are sorted as follows:

Numerical order for numeric data

Chronological order for dates Alphabetical order for alphanumeric data

Ascending

When selected, the results are arranged in ascending order with the smallest value at the top

of the column and the highest value at the bottom. For example, 100, 200, and 300 or

California, Colorado, and Florida.

Descending

When selected, the results are arranged in descending order with the highest value at the top

of the column and the smallest value at the bottom. For example, 300, 200, and 100 or Florida,

Colorado, and California.

Custom

With a Custom sort you define your own sort order.

Apply the sort to be ascending or descending on columns or rows. An ascending or descending

sort impacts only the table in which you apply the sort and is independent of sorts applied to

other tables.

However, Custom sorts are applied to an object. As a result, all tables in the document that

use the object inherit the custom sort. Applying a custom sort, sorts the data in the data

provider, not just in the table.



Sort Order Description

You can add a temporary value, which does not exist in the database to your document and

then include the value in your custom sort.

For example, you can add a month 13 for adjustment purposes to your document even if the

value does not exist in the database.

Alternatively, you can anticipate the addition of a new store to the database. Before the new

store name exists in the database, you can add the value as a temporary value and use the

new value as a placeholder for the design of your documents.

USES OF VARIOUS SORT ORDERS

The sort feature allows you to format data in ascending or descending order. For example, in a table that

shows

State, Year , and

Sales revenue, you can apply an ascending sort onYear

and a descending sort

on Sales revenue. The table displays the years in chronological order and within each Year , the Sales

revenue displays in descending order.

A default sort uses one of the predefined sort orders described in the table, such as ascending or

descending. For example, to sort your sales revenue data so that the state with the highest sales revenue for

each year appears first in the group, apply the default descending sort order on Sales revenue.

Custom sorts allow you to define your own order for the data displayed in a report. For example, you can

apply a custom sort to display the eFashion month names in chronological order.

SORTS AND BREAKS When you insert a break on a dimension, Web Intelligence automatically sorts the values for the dimension

in ascending order.

For numeric values, the lowest value appears in the first row of the table, the highest in the last row.

For alphabetical characters, the values appear in alphabetical order from top to bottom. You can change this

sort order at any time.



TO CREATE A DEFAULT SORT

Steps

1. In the report, choose the cell in the row or column on which you want to apply a sort.


3. On the Display tab page, choose the arrow next to Sort and choose the sort order you wish to

apply.

4. Choose the appropriate sort order. This sorts the row or column data in the specified order.

TO DELETE A DEFAULT SORT

Steps

1. Choose the arrow next to Sort and choose None.

COMPLEX SORTING

Complex sorting allows users to display data in more ways than simple sorting does. With complex sorting

you can create custom sort orders or set sort order priorities. In the Web Intelligence Rich Client application

complex sorting is performed using the Manage Sortsdialog box.

TO CREATE A CUSTOM SORT

Steps

1. In the report, choose a cell in the table on which you want to apply a custom sort.


3. On the Display tab page, choose the arrow next to Sort and then choose Advanced .

Results

The Advanced dialog box appears.

4. Under Sort , choose Add . The Add Sort dialog box displays.

5. Choose the object in the column or row to which you want to apply the custom sort and

choose OK .

6.

Under the Custom Order section, choose Values. The Custom Sort dialog box displays.7. Optionally, in the Values to add to list area, enter the name of a value that does not yet exist in the

database and choose the > button. The value is added to sorted values.

8. Choose each value in the Customized ascending list and use the arrows to place the value in the

correct order within the sort.

9. Choose OK to create the custom sort and close the Custom Sort dialog box.

10. Choose OK to close the Add Sort dialog box. The table displays with the data sorted in the order you

defined.



HIDDEN DATA

You can show or hide tables, rows, columns, or dimensions on the Report Elements tab page on the Cell

Behaviors tab page by choosing from the list that displays at the arrow next to theHide pushbutton.

To show or hide a table, row, or column, you can also use the right-click contextual menu for the table and

choose

Format Table.

Sometimes, tables or specific rows and columns either do not display values or they display values

insignificant to the report user. However, as a report designer, they are valuable to you in presenting data

accurately.

For example, when your organization stops selling a product, the table, rows, or columns for the product will

be missing sales revenue data. By default, Web Intelligence displays the empty table, rows, or columns. You

can choose to display or hide the table, rows, or columns that contain no data. You can also display or hide a

table based on the results of a formula.

You can also show or hide a dimension. For example, the Month object in theeFashion database provides

the number of the month, but the report users prefer to view this as the

Month

name. You can display

the Month value to use an ascending sort on the number of the month, and then hide the month because it

distracts the report users.

TO HIDE DIMENSIONS IN TABLES Steps

1. Choose the row or column in which the data for the dimension displays.


3. On the Cell Behaviors tab page, choose the Hide drop-down arrow and choose Hide Dimension.

Results

The row or column no longer appears in the table

TO SHOW HIDDEN DIMENSIONS IN TABLES

Steps1. Choose the table containing a hidden dimension.


3. On the Cell Behaviors tab page, choose the Hide drop-down arrow and choose Show Hidden

Dimension.

Results

The row or column containing the dimension displays in the table.



TO HIDE OR SHOW A TABLE, COLUMN, OR ROW

Steps

1. Right-click the table, and from the contextual menu, choose Format Table. The Format Table dialog

box displays.

2.

In the Format Table dialog box, choose the General tab page.

3. To hide or display in a vertical, horizontal, or cross table use the following table:

To Choose

Hide the table Hide always

Hide the table when it is empty Hide when empty

Hide the table when a formula is true Hide when following formula is true

Display rows with empty measure values (for vertical andcross tables)

Show rows with empty measure values

Display rows with empty dimension values (for a vertical

table)Show rows with empty dimension values

Display columns with empty measure values (for horizontal

and cross tables)

Show columns with empty measure

values

Display columns with empty dimension values (for a

horizontal table)

Show columns with empty dimension

values

Display rows or columns with empty dimension values (for

cross tables)

Show rows/columns with empty

dimension values

4. Choose OK .

TO SHOW HIDDEN TABLES, CELLS OR SECTIONS

Steps

1. Choose Document Structure and Filters .

2.

The document structure displays when you extend the Blocks to see the objects contained in thedata block; the hidden objects display in italics.

3. Right-click the block that contains the hidden dimension that you want to show and

choose Hide → Show Hidden Dimensions.

Results

The dimension which was hidden now displays in the table.



BREAK HEADERS AND FOOTERS

Report designers frequently use breaks to structure table data into smaller groups in order to create

subtotals. When you apply a break to a table, the break footer displays as an additional row at the bottom of

the table and displays the subtotal data clearly. However, every time that a break is placed on a table, a

header is created.

When you know how to control the display of headers and footers you can use them to present your data

clearly. For example, you can create a report that shows Year , Quarter ,Month Name, and Sales

revenue and insert a break on both Year and Quarter , but only display footers for the break on Quarter .

The Quarter footer can contain the sum for the quarterly sales revenue.

You can create a report with the same objects, insert a break on both Year and Quarter , and display footers

for both Year and Quarter . Then, you can display both the yearly and quarterly sales revenues in the

appropriate footer.

When you first insert a break on data, the default display options apply to the data. You can view the default

break settings in the

Manage Breaks

dialog box.

MULTIPLE BREAK HEADERS AND FOOTERS

You can adjust the settings in the Manage Breaks dialog box to format the display of breaks for the following

properties:

Display properties

These determine how the results display on the break.

Page layout properties

These determine how the breaks display on the report page.

Breaks and their Properties

Breaks Properties

Break header Displays a header for each part of the table, cross table, or form when a

break is inserted

Break footer

Adds a footer after the last row for a table or the last column for a cross

table when a break is inserted

When you apply a calculation to the data, the result displays in the footer.

Apply sort Applies the default sort order to the values in the break

Duplicate values: Display all Displays all values in the break, even when there are duplicates

Duplicate values: Display first Displays only the first value when there are duplicates

Duplicate values: Merge Merges cells containing duplicate values and displays a single value over the

merged cells

Duplicate values: Repeat first This displays the first value in a group of duplicate values at the beginning of



Breaks Properties

on new page the break and on each new page.

Start on a new page This displays each part of the table or form created by a break on a new

page.

Avoid page breaks in blocks Where possible, this keeps each break section on the same page.

This option does not apply to blocks larger than one page.

Repeat header on every page This repeats the header at the top of the table on every new page when a

table displays on more than one page.

Repeat footer on every page This repeats the footer at the bottom of the table on every new page when

a table displays on more than one page.

TO VIEW AND MODIFY DEFAULT BREAK SETTINGS

Steps

1.

Choose a table on which you have defined a break.


3. On the Display tab page, choose the Break drop-down arrow and choose Manage Breaks.

Results

The Manage Breaks dialog box displays.

4. Choose the breaks available in the Block on the left.

Results

The corresponding properties appear on the left.

5. On the left, choose the break you want to modify.

6.

On the right, select or deselect the properties according to how you want the breaks to display.

7. Choose OK .

BREAK FORMATTING

To format the display of breaks, edit the settings in the Manage Breaks dialog box.

Follow these guidelines when using breaks:



Place all the needed breaks onto the table before making any calculations. When you apply a break

on an object that includes a calculation, Web Intelligence does not recognize the need for

recalculation at the new break level (that is, to create subtotals). Place the breaks first to ensure

that the calculation results display correctly.

If you place an automatic calculation, such as Sum or Count , in a table after you format the breaks,

you will lose all the break footers formatting. The default action for these calculations is to calculate

on all break levels present, regardless of how they have been formatted.

MULTIPLE BREAKS PRIORITIZATION

You can also use the Manage Breaks dialog box to prioritize multiple breaks.

In a document with multiple breaks, you can change the default order so that one break is displayed at a

higher priority than the others.

TO SET THE PRIORITY OF MULTIPLE BREAKS IN A TABLE

Steps

1. In the Manage Breaks dialog box, choose the break to which you want to assign the highest

priority.2. Use the up arrow to the right of the dialog box to move the break to the first position in the display.

3. Choose the other breaks to which you want to assign priority and choose the up or down arrow

button to promote or demote the priority of each break in the display.

4. Choose OK .

Results

5. The display of the breaks change to reflect the updated priority.

Results

CROSS TABLE FORMAT

When two or more measure objects are used in a cross table, an additional header is needed to display both

object names.

As cross tables contain two levels of dimension objects (object values are located both in the columns and in

the rows of the block), several unique formatting issues may occur.



TO FORMAT ADDITIONAL HEADER ROWS

Steps

1. Choose the cross table.

2. Right-click and from the contextual menu, choose Format Table.

Results

The Format Table dialog box displays

3. On the General tab page, choose Show object name.

4.

Choose OK .

Results

The measure object names appear as column headers in the cross table.

5. Optionally, to remove the two headings that appear on the top left corner of the cross table, press

the CTRL key and choose the extra headings.

6. Choose the Format tab page.

7. On the Cell tab page, choose Clear . The two headings on the top left corner of the cross table no

longer display.

TO CENTER THE OBJECTS IN THE COLUMN HEADER IN A CROSS TABLE Steps

1. Choose the column header cell.

2. Choose Center on the Formatting toolbar to center the text or objects.

REPORT DATA FILTERS

Tables or other blocks in your reports can sometimes be large and not easy to read at a glance. You can

apply a report filter or an input control on a specific object so that it displays only the information that

interests you.

You apply report filters and input controls when you are editing a document in the Web Intelligence Desktop

window.

You can define filters and input controls on dimensions, measures, details, and variables listed on the

Available Objects pane of the document.



Methods for restricting the data displayed in a document

Method Description

Query

filters

This allows you to limit the amount of data that is retrieved from the data source and returned

by the query to Web Intelligence documents.

Query filters can only be applied when you are creating or editing the query in the Query Panel .

Report

filters

These allow you to restrict the data shown in the report by displaying specified data. The data is

still contained in the document; it is only hidden from the report display.

The report users who view the report in Reading mode cannot see what filters have been

applied to the report.

Input

controls

These provide another way to restrict the data shown in the report by displaying specified data.

In addition, input controls empower report users who view the report in Reading mode to see

both what input controls have been applied to the report and to select the filtered values to

adapt the report display to their needs.

TYPES OF REPORT FILTERS

You use a different method to create each report filter type.

Web Intelligence includes the following report filters:

Simple report filters

These offer an easy way to create a simple filter for one value. They use only the equal to (=) operator and

they filter all of the data blocks in the report. The filter is a global filter. Therefore, it applies to the whole

report and affects all of the data blocks that it contains.

Standard report filters

These offer the greatest flexibility in the definition of your filter. You can use them to create simple or

complex filters because all filter operators are available and you can filter on single values or lists of values.

Standard report filters also offer the greatest flexibility to select the data to which the filter is applied. A

standard report filter can be a global filter and applied to the whole report or it can be a block filter and

applied to only one data block in the report.



TO CREATE A SIMPLE REPORT FILTER

Steps

1. In the report, choose the Analysis tab page.

2. On the Interact tab page, choose Filter Bar .

Results

The Filter bar displays.

3. Drag the object on which you want to filter to the toolbar. You can add multiple objects to the

toolbar to create multiple filters.

4. From the list of values, choose the value on which you want to filter.


TO DELETE A SIMPLE REPORT FILTER

Steps

1.

To remove a simple report filter, in the Query Filters screen area, choose the object and drag it to

the Available Objects pane.


TO CREATE A STANDARD FILTER

Steps

1. Choose the report element that you want to filter in the report or in the Document Structure and

Filters panel.


3. On the Filters tab page, choose Filter . The Report Filter dialog box displays.

Results

On the Filter map panel, the report element to which you want to apply the filter displays.

4. Choose Add Filter .

5. Double-click the object you want to filter.

Results

The object selected displays in the filter definition area.

6. Choose the arrow next to the operator field and choose an operator.

7. Enter the operand in the Type the value field and choose Enter .

8. Choose OK .

9.

Save the document.

TO DELETE A STANDARD REPORT FILTER

Steps

1. Choose the report element that has the filter applied to it.


3. On the Filters tab page, choose the Filter drop-down arrow and choose Remove Filter .



Results

The filter is removed from the report element.


TO FILTER WITH INPUT CONTROLS Steps

1. In the report where you want to apply input controls, choose the Analysis tab page.

2. On the Filters tab page, choose the arrow next to Controls and choose Define Control .

Results

The Define Input Control wizard displays to guide you in creating input control.

3. Choose the object for which you want to control the values that display in the report and then

choose Next .

Results

The Choose Control Type values display.4. Choose the control type you want to use and, when required, define the properties for the control

type.

Choose Next .

Results

5. The Assign Report Elements step displays.

6. Choose the report element(s) to which you want to apply the input control and choose Finish.

TO DELETE INPUT CONTROLS

You need to perform the following steps to delete input controls:Steps

1. In the report with input controls, display the Input Controls pane on the left pane.

2. Move your mouse over the input control you want to delete to display the buttons for the input

control. Choose Remove. The input control no longer appears in the Input Controls pane and no

longer filters the data in the report.

RANKING

You can apply ranking at the following levels:

Database level

In the Query panel, on the Query Filters panel toolbar, choose Add a database ranking (this feature is

database-specific).

Report level

On the Report tab page, choose the data block to which you want to apply a ranking and on the Analysis tab

page, choose the Filters tab page, and then choose Ranking.



TO APPLY RANKING TO A REPORT

Steps

1. In the report, choose the row, column, or data block to which you want to apply the ranking.


3. On the Filters tab page, choose Ranking.

Results

The Ranking dialog box is displayed.

4. Choose the value for the range of values you want to display.

5. Choose the number of values you want to display in the field next to

the Top or Bottom checkboxes.

6. Choose the measure on which the ranking is based from the Based on list.

7. Select the Ranked By checkbox and choose the dimension on which the ranking is based when you

want to rank by a particular dimension and not by all dimensions in the block.

8. In the Calculation mode list, choose the Rank calculation mode.


TO REMOVE RANKING FROM A REPORT

Steps

1. In the report, choose the data block to which the ranking applies.


3. On the Filters tab page, choose the arrow next to Ranking and choose Remove Ranking.

Results

The data block shows all the data retrieved.

CONDITIONAL FORMATTING RULES

Conditional formatting rules enable you to highlight results that meet or fail specific business targets. You

can create a simple rule to highlight high or low results with a specific color or advanced conditional

formatting rules that display a text comment, such as High Performer .

For example, you can create a rule to highlight margin results that exceed $1,100,000. The margin results

greater than $1,100,000 are highlighted every time the report data is refreshed.

The object or cell contents, the operator, and the operand make up the condition that determines whether

the formatting is applied to each cell where the rule is applied. When you apply the new rule or alerter to a



table column, row, or cell on a report, Web Intelligence applies the condition to the cell values and displays

any values that meet the condition in the rule with the formatting specified.

Web Intelligence applies a default format to display the formatting rule.

You can make changes to this default format. You can insert multiple conditions within a rule. You can also

create an advanced formatting rule by inserting a formula.

A formatting rule contains the following elements:

A name

An object or cell contents

An operator

The operand value(s) or another object

The conditional formatting

There are additional principles to remember while creating rules, those principles are as follows:

You can apply rules to tables, forms, section cells, and free-standing cells.

You cannot apply rules to charts.

You can include up to 30 formatting rules in a document. You can apply rules to a maximum of 20

table columns or rows, free-standing cells or section cells on the reports. A maximum of 10

formatting rules can be applied to a single-table column or row, free-standing cell or section cell.

CREATE AND ACTIVATE A CONDITIONAL FORMATTING RULE

You can create a formatting rule in the Formatting Rule Editor. When you create conditions for the rule, you

must specify the appropriate filtered object or cell, the operator, and the operand for the rule.

You can define the formatting in which the data should display when it satisfies the conditions for the rule.

For example, you can define the formatting for the numbers, font style, background style, and borders.

Then, you can define the formatting in which the data should display when it satisfies the conditions for the

rule. Finally, you can apply the rule.

You can apply the rules to the following report elements:

Columns in vertical tables

Rows in horizontal tables

Cells in forms and cross tables

Section headers



Free-standing cells

TO CREATE A SINGLE CONDITION FORMATTING RULE

Steps

1. In the report, choose the Analysis tab page.

2. Choose the Conditional tab page.

3. Choose New Rule.

Results

The Formatting Rule Editor dialog box displays.

4. In the Name field, enter a name for the formatting rule.

5. In the Description field, type the description for the formatting rule.

6. In the Filtered object or cell field, specify whether you want the rule to act on an object or cell

contents according to the description of the options in the following table:

Specify To Create a Rule That Acts on

Cell contents The contents of the cell to which you apply the rule

Filtered object The value of an object

7. To define a filtered object, choose the button next to the field and choose the object from

the Available objects dialog box.

8. Choose the operator from the operator list.

9. Use one of the following techniques to enter the value that triggers the formatting rule in

the Value dialog box:

Enter the value.

Choose the Value field, choose Select Value, and choose the value from the List of Values dialog

box.

Choose the button to the right of the Value field. From the menu, choose Object or Variable , and

choose the object or variable from the Objects and Variables dialog box.10. Optionally, choose the Format tab page and modify the format properties in the Formatting Rule

Editor dialog box.

11. Choose OK .

Results

The Formatting Rule Editor dialog box closes, the new formatting rule displays in the Formatting Rule list.



TO APPLY CONDITIONAL FORMATTING RULES

Steps

1. Choose the report element to which you want to apply the rule.


3.

On the Conditional tab page, choose the arrow next to Formatting Rules and choose the rule to

apply. In the report, the data that meets the conditions for the rule displays with the formatting

defined for the rule.

MULTIPLE CONDITION FORMATTING RULES

You can apply multiple conditions in a single formatting rule.

For example, you can highlight Sales revenue when results reach more than$300,000 and when those

results occur in stores in any U.S. state except California.

The data that meets both conditions triggers the formatting that you defined. To display the data that meets

different conditions with different formatting, create multiple

Else

conditions. You create Else conditions by

choosing Add at the top of the condition area and define the new condition using different formatting

settings.

Note: You can create a maximum of 30 formatting rules in a document

TO CREATE A MULTIPLE CONDITION FORMATTING RULE

Steps

1. In the Formatting Rule Editor , choose Add Condition to the right of the Operands field, below the

first condition defined.

Results

The fields for a new condition display below the existing row. The operator AND links the conditions.

2. Complete the fields for the new condition.

3. Choose OK . The new rule appears in the Formatting Rules list.

SECTIONS

You can apply sorts to the results displayed in section cells to organize the order in which sections display in

report tables.

Sorting sections allows you to logically organize the section headers in a report.

You can group data in a block using the break section function.



A section displays the grouped value and appears as a header outside the block, instead of remaining within

the block. More importantly, a break merely groups data within a block, whereas a section groups the entire

report. When you have multiple tables and charts in a single report, the sections group the data for all tables

and charts according to the section value.

The advantages of sections are as follows:

You can project multiple blocks from the same microcube within a single report, all subgrouped to

the sectioned level.

You can insert subtotal cells, repeated in each section, which are created by the simple process of

drag and drop.

For example, when you create sections on a report for each year, you can apply a descending sort to

organize the sections with the most recent year as the first section and the earliest year as the last section of

the report.

TO CREATE A SECTION

Steps

1. In the report, right-click a cell in the row or column on which you want to create a section. For

example, if you want to create a section on State, right-click one of the cells in the State row orcolumn.

2. Choose Set as Section. The cell you select defines which object is used to divide the table into

sections. Each value of this object displays as a section header and the table below each section

header displays the data concerning that value.

TO DISPLAY AN AGGREGATE

Steps

1. In the report, select a cell in the row or column for the object on which you need to display an

aggregate. For example, if you need to display an aggregate for Sales Revenue, select a cell in

the Sales Revenue row or column.2. Choose the Analysis tab page.

3. On the Functions tab page, choose Sum or use the More list to choose the appropriate aggregation

for your report. A new row or column displaying the aggregate is inserted in the table in each

section.

4. Optionally, to display the aggregate at the section heading level, right-click to choose the cell with

the aggregate and from the contextual menu, choose Copy .



5. Position your cursor at the section header level. Right-click, and from the contextual menu,

choose Paste.

TO INSERT A BLOCK IN EACH SECTION

Steps

1. In a sectioned report, choose the Report Element tab page.

2. Choose the Table, Chart , or Others tab page, according to the type of data block you want to insert.

3. On the tab page, choose the arrow next to the button and choose the type of data block you want

to insert.

4. Choose the area in the section where you want the chart to display. The data block displays in the

section and appears in the same position in each section. You can now add the block of data that

you want to display.

TO NAVIGATE FROM SECTION TO SECTION

Steps

1. In the Web Intelligence Desktop main window, in the left panel, choose Report Map. The Report

Map panel displays all the reports and sections that the document contains.

2. Choose the + next to the report name to expand the structure of the report you want to navigate.

3. Choose the name of the section you want to navigate. The displayed report scrolls down the

selected section within the report.

TO DELETE A SECTION

Steps

1. In the sectioned report, right-click the section cell and from the contextual menu, choose Delete.

2.

Choose Section and Cell to delete the section.3. Save the document.

REPORT DATA DISPLAY

You can hide and display report data by folding and unfolding report elements, such as sections, tables, and

breaks.

Folded Report Elements

The following table describes the result when a report section, table, or break is folded:

Report

Element

Result when Folded

Section

The section details are hidden and only free cells are displayed. In Reading mode, you can fold

and unfold sections in the Web Intelligence HTML interface, the Web Intelligence Applet

interface, and Web Intelligence Rich Client.

Table or

break

The rows are concealed and only headers and footers are displayed. Only tables with headers

and footers can be folded and unfolded. In Reading mode, you can fold and unfold tables and



Report

Element

Result when Folded

breaks in the Web Intelligence Applet interface and Web Intelligence Rich Client, but not in the

Web Intelligence HTML interface.

When you view a Web Intelligence report in Reading mode, you can also freeze table headers, rows, and

columns so that they stay displayed as you scroll through the data. You can freeze one or several zones in a

table, depending on the type of table it is.

Table Freezing Zones

The following table outlines which zones you can freeze for each type of table:

Type of Table Available Zones to Freeze

Vertical Header or columns, or both.

Horizontal Header or rows, or both.

Cross Vertical header or horizontal header, or both.

TO FOLD AND UNFOLD REPORT DATA

You can fold and unfold data in Reading mode or in Design mode by activating the outline.

Steps

1. Open a Web Intelligence document.

2. In Reading mode, click Outline, or in Design mode, in the Analysis tab, choose the Interact subtab,

and click Outline.

3.

Use the +/- icons or the arrows on the bars to fold and unfold the corresponding report elements.

4. Use the icons at the side or upper part of the bar to fold and unfold all instances of a specific type

of report element.

TO FREEZE TABLE HEADERS, TOP ROWS, OR COLUMNS

You can freeze table headers, top rows or left columns in a Web Intelligence document in Reading mode.

Steps

1. Open a Web Intelligence document in Reading mode.

2. In the report panel status bar, click the Quick Display mode button.

3.

Select a cell in a table.4. In the main toolbar, select from the following options, depending on whether the table is a

horizontal, vertical, or cross table:

Click the Freeze icon to freeze headers directly.

Click the arrow next to the Freeze icon and select Freeze Header Rows in vertical or cross tables.

Click the arrow next to the Freeze icon and select Freeze Header Columns in horizontal or cross

tables.



Click the arrow next to the Freeze icon and select Freeze Top Rows or Freeze Left Columns, and

select the number of rows or columns you want to freeze.

CAP 6: WEB INTELLIGENCE DOCUMENT FORMATTING

DOCUMENT FORMATTING

To format your documents and the various report elements they contain, right-click the report element in

the report panel or on the Document Structure and Filters panel and from the context menu, choose the

corresponding Format item.

Tab Pages for Formatting Options

Report Element Tab Page

Report and report header and footer Page Setup

Tables and cells Format

Sections Report Element

DYNAMIC AND BACKGROUND IMAGES

You can define background images dynamically based on formulas directly from theFormat Report , Format

Section, Format Table, or Format Cell dialog box. Display options for dynamically defined images are the

same as for any other image type. This means that dynamic images do not need to be specifically sized to fit

within a cell.

TO FORMAT A REPORT

Steps

1. Right-click the Report tab page for which you want to view or change the format options and from

the context menu, choose Format Report .

Results

The Format Report dialog box displays

2. Choose the appropriate tab page for the format options you want to define.

3. Use the following table to make changes:



Option Description

General To define the report name and content

Appearance To define the report color, pattern, and hyperlink color

Border To define the appearance of borders

LayoutTo define horizontal and vertical, start on a new page, avoid page break, and repeat

options on every page.

4. Choose OK .

Results

The report displays according to the format options you define.

TABLE FORMATTING

You can use the Format Table dialog box to define the appearance of, to hide or show, borders, headers,

footers, and display options

TO FORMAT A TABLE

Steps

1. Right-click the table for which you want to view or change the format options and from the context

menu, choose Format Table.



Option Description

GeneralTo define the table name, show rows or columns options, show measure and dimension

value options, hide options, and show table header and footer options




Option Description

Appearance To define the background image or color, spacing and padding, and alternate row colors

LayoutTo define horizontal and vertical start on a new page, avoid page break and repeat on

every page options, and to define relative position of the table on the page

4. Choose OK .

Results

The table displays according to the format options you define.

CELL FORMATTING

You can use the Format Cell dialog box to define the appearance of the cell height, width, and the legibility

of the data the cell contains.

TO FORMAT A CELL

Steps

1. Right-click the cell or cells for which you want to view or change the format and from the context

menu, choose Format Cell .



Option Description

General To define the cell name, size, display, or hide options

Alignment To define the alignment of text within the cell, cell padding, and display options

Font To define the cell font


Appearance To define the background image or color

Layout To define horizontal and vertical start on a new page, avoid page break and repeat on



Option Description

every page options, and define relative position of the cell on the page

4. Choose OK .

Results

The cell or cells display according to the format options you define

FORMATTING CURRENCY

The Format numbers tab page allows you to format numbers so that they display in currency format. It also

allows you to display values as percentages.

TO INSERT A PAGE NUMBER IN THE REPORT FOOTER

Steps

1.

In the report, choose the Page Setup tab page.2. On the Display tab page, choose Page to view the document in Page mode.

3. Click the bottom of the page so that the footer outline displays.

4. Choose the Report Element tab page.

5. On the Cell tab page, choose the Pre-Defined drop-down arrow and choose Page Number .

6. Click the area in the footer where you want to position the page number.

Results

The page numbers appear in the footer of your document.

SECTION FORMATTING

You can use the

Format Section

dialog box to hide the section and to define the appearance of the section

background and layout on a page.

TO FORMAT A SECTION

Steps

1. In the report, when required, click within the section to display the outlines of the section.

2. Right-click within the section and from the context menu, choose Format Section.





Option Description

General To define the section name, height, and hide options

Appearance To define the background image or color

Layout To define vertical start on new page, avoid page break, and repeat on every page options

5. Choose OK .

Results

The sections display according to the format options you define

PDF AND PRINTING

When you prepare documents for a PDF file or printing, use the format options at various levels of your

document to ensure that the data displays on the page in a way that is easy to view and interpret.

For example, use the format options associated with sections to ensure that each section starts on a new

page. Use the format options associated with breaks to avoid page breaks in a block.

TO PREPARE DOCUMENTS FOR PDF AND PRINTING Steps

1. Create a new document with the Year , Quarter , Month name, State, Store name, and Sales

revenue objects.

2. On the Page Setup tab page, choose the Display tab page and then choose Page to show that the

document appears when printed or in PDF.

3. Apply a break to the Year column.

4. Right-click the Year column and choose Break → Manage Breaks.

5. In the Duplicate values area, choose Repeat first on new page.

6. In the Page Layout area, select theStart on new page and Repeat header on every page checkboxes.

7. Choose OK .

8.

Set a section on the State object. Right-click in the section area of the document and

choose Format Section.

9. Choose Layout and select the Start on new page checkbox.

10. Choose OK .


BEST PRACTICE FOR FORMATTING BAR CHARTS



Before you format a chart, first create a chart and then populate it with all its dimensions.

The steps to format a chart are as follows:

1. Apply a chart style.

A chart style is a group of settings stored within a source file. The chart style allows you to manipulate

several aspects of the chart.

Chart styles group together a set of predefined settings, including the placement of chart items within the

chart, color palettes, textures, shadows, and fonts.

You can select the styles Flashy , Normal , or High Contrast .

2. Change the default format options in the Format chart dialog box.

The Format chart dialog box provides two levels of tabs to allow you to manage the many aspects of chart

display.

TO APPLY A CHART STYLE

Steps

1. Choose the Format tab page.

2. Choose the chart to which you want to apply a chart style.

3. Choose the Chart Style drop-down arrow, and choose the chart style.

TO CUSTOMIZE THE FORMAT OF A DATA SERIES IN A CHART

Steps

1. Right-click in the chart segment.

2. From the contextual menu choose Format Data Series.

Results

The Format Data Series dialog box displays.

3. Choose Custom.

4. Choose the Color drop-down arrow and then the color you wish to apply.

5.

Adjust the opacity of the color if required.6. Select the Show Data Labels checkbox and then OK .

Results

The selected chart segment appears based on its specific settings while the rest of the chart appears

unaffected.

TO DEFINE A BAR CHART FORMAT



Steps

1. Right-click the chart and from the context menu, choose Format Chart .

2. In the Format chart dialog box, define the format options.

3. Choose OK .

Results

The chart shows the format options you defined.

CAP 7: DATA CALCULATION

FORMULAS

A formula is a calculation that you create to display data that is not retrieved by existing objects in the

universe.

Use a formula when you require a calculation for a table and do not need to use it again.

You can add formulas to the Web Intelligence document in the following ways:

Type or drag and drop the formula components to the Formula toolbar.

Use the Formula Editor to build the formula.

The first way is more suitable for experienced users. If you are not familiar with formulas, you should use

the Formula Editor to build them.

The Formula Editor is an interface that allows you to select the different components of your formula, such

as operators and objects, when creating the formula.

VARIABLES

Variables are useful when you require a calculation and plan to use it more than once and in different blocks

and report tab pages within a document.

A variable is a formula that you save with a name. A qualification is assigned to the variable, which is based

on the formula. A variable acts as an object in the document and displays in the Available Objects panel in

the Web Intelligence main window, similar to any other data object. You can use the variable as you would

use any object to display the results of the calculation in multiple blocks and reports throughout the Web

Intelligence document.

The advantage of creating a variable is that you can reuse the formula without having to enter it each time.

A variable is defined according to the formula you enter when you create it. However, a variable behaves

like a standard object in a query and a document.

A variable is saved in a document. Therefore, it can be used in any report within the document.



Considering the advantages of a variable, create a variable instead of a formula. When required, you can

create a formula and later convert it to a variable, but creating a variable directly saves you time and effort.

TO ACCESS ONLINE HELP

Steps

1. In the Formula Editor or Create Variable dialog box, choose the function or operator you require

information on.

2. Choose More on this function.

Results

Links to specific help topics display.

FORMULAS AND VARIABLES

When you create a report that prompts users to select the values on which they want to filter the report

data, you can also create a formula that allows you to use the user selected prompt values in the title of the

report.

TO CREATE A VARIABLE THAT CAPTURES THE RESPONSE TO A PROMPT

Steps

1. To display the formula bar in a report that uses a prompted query filter, go to the left panel and

choose the Properties tab page.

2. Choose the View drop-down arrow and choose Formula Bar .

Results

The Formula Bar displays at the top of the report.



3. Choose the cell where you want the prompt response to display, for example, the Report Title cell.

On the Formula bar , choose Create Variable. The Create Variable dialog box displays. A gray border

appears around the cell to show it is selected and the contents of the cell display in the formula

bar.

4. In the Formula area, when required, delete all the text except the equal sign (=) that starts the

formula definition.

5. Type the text you want to display before the prompt value in the cell.

6. In the Operators list, choose the plus sign (+).

7. In the Functions area, expand the Data Provider folder.

8. Double-click UserResponse. You may need to scroll down in the Functions list to display this

function.

9. Within the parenthesis, enter the prompt text you used to create the prompt.

10.

Choose Validate to check the syntax of the formula.

11. Choose OK .

Results

The cell displays the results of the formula created as a variable and displays the value of the object selected

in the prompt.


TO DEFINE A FORMULA

Steps

1.

To display the Formula Bar , choose the Properties tab page.2. Choose theView drop-down arrow and then Formula Bar .

3. Choose the cell where you want to enter the formula.

4. From the Formula Bar choose Formula Editor .

5. Build the formula using the Formula Editor .



TO CREATE A VARIABLE FROM A FORMULA

Steps

1. Choose the cell that contains the formula. The formula bar displays the definition of the formula.

2. On the formula bar, choose Create Variable.

Results

The Create Variable dialog box displays and in the Formula area, the formula displays.

3. Enter a name in the Name field.

4. In the Qualification field, choose a value.

5. Choose OK .

Results

The variable displays in the Available Objects panel.

TO INSERT A ROW OR COLUMN IN A TABLE

Steps

1. In the report, right-click a cell in a row or column beside, above or below where you want to insert

a new row or column and choose Insert .

Results

A list appears allowing you to insert columns before and after, or rows above and below, the cell you

choose.

2. Choose the appropriate item from the list.

Results

A column or row is inserted in the location you choose.


VARIABLE MODIFICATION

You can modify or delete a variable in the Available Objects panel in the Web Intelligence main window.

TO MODIFY A VARIABLE

Steps

1. In the Available Objects panel, right-click the variable and from the contextual menu, choose Edit .

Results

The Variable Editor dialog box displays.

2. Edit the variable.

3. Choose OK to save the new variable definition.

TO DELETE A VARIABLE

Steps



1. In the Available Objects panel, right-click the variable and from the contextual menu,

choose Delete.

2. Choose Yes to delete

CAP 8: DRILLING FUNCTIONALITY

WEB INTELLIGENCE DATA CUBE

The document’s data provider stores the data returned in a query. This data is best visualized as a cube;

however, in your document, the data is displayed two-dimensionally as a table.

Each column in a table represents an axis in the cube. You can edit the document by swapping and

manipulating the data within the cube on any axis.

When you swap or change data between different axes, the result is again projected as a flat table in the

resulting document.

The data stored in the cube allows you to create a report that corresponds to your business needs, without

sending another query to the database.

If you want to add information to the document that is not in the data provider, you must add the object to

the query and run the query again to get the new information.



THE SCOPE OF DATA ANALYSIS

The scope of analysis for a query is the extra data that you can retrieve from the database to provide further

details about data that is returned by each object in the query. This extra data does not appear in the initial

document results, but it remains available in the data provider. As a result, you can pull this data into the

report at any time to access more details. The process of refining the data to lower levels of detail is called

drilling down on an object.

Note: The Drill mode is a feature that allows you to view data from different levels of detail and zoom in on

different trends. If a Web Intelligence document has been enabled for drill analysis, users viewing the

document either in BI launch pad or in the Web Intelligence Desktop can drill down to get more details on

one of the data objects used in a table or chart.

In an SAP BusinessObjects universe, the scope of analysis corresponds to the hierarchical levels below the

object selected for a query. For example, a scope of analysis of one level down for the object Year would

include the Quarter object, which appears immediately under Year . These hierarchical navigation paths are

defined in the universe by the universe designer.



HIERARCHICAL LEVELS BELOW YEAR

You can set the scope of analysis level when you build a query. It allows objects that are lower down in the

hierarchy to be included in the query without appearing in the Result Objects panel.

The hierarchies built in a universe allow you to choose your scope of analysis and the corresponding level of

drilldown available. You can also create a custom scope of analysis by selecting specific dimensions in

the

Scope of Analysis

panel.

DRILLABLE DOCUMENTS

You can build drillable documents only if your SAP BusinessObjects system administrator has authorized

your user account to create documents by using the drill mode.

TO BUILD A DRILLABLE DOCUMENT

Steps

1. Create a new document.



2. Add the objects that you want the query to retrieve to the Results Object panel.

3. In the Query Panel , choose Scope of Analysis Panel .

Results

The Scope of Analysis panel appears just below the Query Filters panel in the Query Panel.

4. If necessary, resize the Query Filters panel and the Scope of Analysis panel by dragging the borders

so that you can view the objects displayed there. By default, the level of the scope of analysis for

this query is set to None.

5. Select the Display by Navigation Paths option, which is located at the top of the Universe

outline panel. The Display by Navigation Paths view shows all the predefined hierarchies created in

the universe.

6. Expand the navigation folders to see how the universe objects are organized in hierarchies.

7. In the Scope of Analysis panel, choose the appropriate number of drillable levels for the report.

The objects at the selected number of hierarchical levels below the dimension objects that you selected for

your query are displayed in the Scope of Analysis panel.

8. Choose Run query . The report displays the retrieved values in a vertical table.

The objects listed in the Available Objects panel of the document include all the objects that are referenced

by the level chosen for the scope of analysis. The values returned by those objects are not yet projected in

the report but are available in the document for drilling.

This means that the document contains more data than what is shown in the report. The query retrieves

values for all the objects in the Scope of Analysis panel. The data is available for analysis but not immediately

displayed in the table.

9. To change the table into a cross table, right-click the table and, from the contextual menu,

choose Turn Into → Cross Table. The block is displayed as a cross table.


DRILL ACTIVATION

You must activate the drill mode to be able to drill down the data within the hierarchy of a drillable report.



TO ACTIVATE DRILL MODE

Steps

1. Open a drillable document and choose the Analysis tab page.

2. On the Interact tab page, choose Drill . Choose the arrow and then choose Start Drill .

All of the values in the cells appear underlined with hypertext links. These hypertext links allow you to drill

down the hierarchies to view data at a more detailed level.

3. Position your cursor over the cell you would like to drill on. A tool tip appears below the hypertext

link. This tool tip displays the next level of detail in this hierarchy of data.

4. Select the cell in which you want to drill down to the next level of data. The table displays the rows

of data that are only applicable to the selected cell and at the next level of the hierarchy.

An arrow is displayed next to the drilled-down data. To drill back up, choose the arrows next to each cell.

When you are drilling, the Drill toolbar is displayed at the top of the document. This toolbar provides a more

detailed view of the values you have chosen for drilling.

TO DRILL ACROSS DATA IN A HIERARCHY

Steps

1. After drilling down in a report, from the Drill toolbar, view the other values you can drill across to.

2. Choose the value you would like to drill across to. The report displays data concerning the value

you choose.



TO DRILL DOWN TWO HIERARCHIES AT ONCE

Steps

1. In a drillable report, position your cursor over a cell in a row or a column that displays values for a

measure object, such as Sales Revenue.

2. A tool tip indicates that by choosing the cell, you can drill down multiple values simultaneously.

3. Choose the cell for drilling.

TO EDIT THE SCOPE OF ANALYSIS Steps

1. Choose the Data Access toolbar.

2. Choose the Data Provider tab page.

3. Choose Edit .

Results

The Query panel is displayed.

4. Choose the Scope of Analysis Panel .

Results

The Scope of Analysis panel is displayed.

5. Change the level of detail in the Scope of Analysis panel.

TO DRILL IN CHARTS

Steps

1. Choose the Analysis tab page in the report that displays the drillable chart.

2. Choose the Interact tab page.

3. Choose Drill .

Results

The Drill toolbar is displayed just above the report. As you drill, the filters list is displayed in this area. Thislist enables you to drill across to other values at the same level of detail.

4. Position your cursor over the various sections of the chart.

Results

A tooltip indicates you can drill to the next level of detail.

5. Choose the appropriate section in the chart to drill down to the next level.

Results



The chart displays the drilled-down data. The chart legend indicates the level of data that is displayed in the

chart and displays the drill-up arrow, which allows you to move back up one level in the hierarchy. A filter

list is also displayed above the chart, which allows you to drill across to see other data.

6. Choose a different value from the list.

Results

The chart breaks down the chart sections to display the new values selected. You can also drill down, across,

and up the contextual menu that is displayed when you right-click the drillable data.


CAP 9: WEB INTELLIGENCE DOCUMENTATION MANAGEMENT

WEB INTELLIGENCE DOCUMENT PUBLISHING

You can publish the documents to Enterprise in their current state, including all modifications you made

since you created or opened the documents.

In addition to locally saved documents, you can publish a document to Enterprise without saving it locally.

FOLDERS AND CATEGORIES

When you publish a document to Enterprise, you need to choose the folder where you want to save the

document. You can also choose a category for the document.

The folders and categories that you see in the Publish a document to the server dialog box are the same as

those you encounter on the Documents tab page in BI launch pad.

The folders used in publishing a Web Intelligence document have the following features and advantages:

They are used as containers for documents to store and organize information within the system.

They can hold many documents. A document can only belong to one folder. However, you can create shortcuts to documents and

place the shortcuts in other folders.

They can be public (Public Folders) or personal (My Favorites)

The files stored to Public Folders are available to other BI launch pad users. The files stored to folders

within My Favorites are only accessible to you.

The categories used in publishing a Web Intelligence document have the following features and advantages:

They are used to tag documents in a meaningful way to classify them for organizational purposes.

They allow users to view documents across the system because a category is not constrained by the

storage location of the document.

They can be corporate (Corporate Categories) or personal (Personal Categories).

The Corporate Categories are accessible to other users, but Personal Categories are accessible only to you,

for instance, for organizing documents associated with a particular project.



TO PUBLISH A WEB INTELLIGENCE DOCUMENT TO ENTERPRISE

Steps

1. From the document you want to publish, choose the Save drop-down arrow and choose Save to

Enterprise.

2. In the Publish a document to the server dialog box on the Folders tab page, choose the folder in

which you want the document to be published.

3. To associate a category with the document. On the Categories tab page, choose one or more of the

available categories.

4. Choose Save.

BI LAUNCH PAD LOGON

To use the BI launch pad, you must start your Web browser.

TO ACCESS THE BI LAUNCH PAD LOGON PAGE

Steps

1. Launch your Web browser.

2. Navigate to the BI launch pad bookmark or the URL. The BI launch pad Log On page appears.



3.

In the User Name field, enter your user name.

4. In the Password field, enter your password.

5. Choose Log On.

Results

The BI launch pad home page appears

THE HOME PAGE

The first time you start the BI launch pad, the home page opens by default. Depending on how your system

administrator or you configure the BI launch pad, your home page may not differ from what you see in the

course.

You can return to the Home tab page display at any time by choosing the Home tab page.

Using categories in the BI launch pad is a way of grouping documents together, regardless of which folders

they are actually stored in.

On the Home tab page, choose the Document tab page and then choose My Favorites or My Inbox to access

the folders in which documents are stored.

BI launch pad Folders and Categories

The BI launch pad folders are as follows:

My Favorites

It can store the documents or subfolders that you create.

Inbox

It contains documents that other users have sent to you.

Public Folders

They are created by administrators and may contain subfolders created by users who are authorized to do

so.

In the BI launch pad, you can also organize the categories in your document.

The BI launch pad categories are as follows:

Personal Categories

Corporate Categories

You use the folders and subfolders to organize documents. Categories are a way to classify your information.

For example, you can place your financial reports and documents in a folder named Finance and classify or

tag your reports that deal with specific financial matters as payroll, accounts payable and accounts

receivable.

DOCUMENT CREATION AND BI LAUNCH PAD PREFERENCES



On the Document tab page in the My Documents area, you can create new documents using Web

Intelligence when your system administrator has authorized your user account to do so.

You can access BI launch pad options to define document-viewing settings by choosing Preferences at the

top of the BI launch pad page.

Areas of the BI launch pad page

The BI launch pad page is organized into the following areas:

Title bar

This area contains the desktop logo and a message displaying your user account name.

Navigation bar

This area contains buttons and menus for Applications, Preferences, Helpand Log Off .

Home tab page

This area displays an overview of recently viewed or run documents, inbox messages and alerts. To the right,

it displays buttons for quick access to applications.

Document tab page

This area displays a left pane, in which you can display tab pages for My Documents, Folders (where you

find Public Folders), Categories (where you find Public Categories) and Search. The contents of the related

tab pages display in the Workspace panel. The Document tab page toolbar allows you to work within the

different tab pages.

DOCUMENT STORAGE AREAS

With the BI launch pad, you can access the following document storage areas.

BI launch pad access storage areas

Storage

AreaDescription

PublicDocuments

Public Documents is a catalog of all the documents you are authorized to access in the SAP

BusinessObjects Central Management Server (CMS). These documents have been publishedby other report users. You can access these documents from the Public Folders or Corporate

Categories of your BI launch pad.

My Favorites

My Favorites is a catalog of all the documents that you have chosen to save for your personal

use. These documents are stored in the space on the SAP BusinessObjects server that has

been reserved for you.



Storage

AreaDescription

Inbox The Inbox is a catalog of documents that other BI launch pad users have sent to you.

FOLDERS AND CATEGORIES IN THE BI LAUNCH PAD

In the BI launch pad, you can use the following options to navigate through documents and organize

information:

Folders

Categories

Each of these navigation methods is hierarchical. The BI launch pad displays them in the form of a tree on

the Document tab page.

DOCUMENTS SEARCH

You can use the BI launch pad to perform the following activities:

Search for specific documents.

Create a shortcut to a document.

Filter documents in a list.

The Search feature in the BI launch pad enables you to search for documents within categories or folders

based on words contained in the document titles, keywords, or all fields.

By default, all documents that you are authorized to view display in your folder and category lists. You can

add a filter if you want to temporarily limit the type of documents displayed and improve your search

capabilities. Applying a filter to your document lists allows you to view only certain documents.

The various document types that you can filter include Web Intelligence documents, documents created by

other SAP BusinessObjects end-user reporting tools, Microsoft Excel, Microsoft PowerPoint, program

objects, object packages and text files.

TO SEARCH FOR DOCUMENTS IN THE BI LAUNCH PAD

Steps

1. Choose the Documents tab page.

2. In the Search field, enter your search term and choose Search.



WEB INTELLIGENCE DOCUMENT DISPLAY

The BI launch pad allows you to open Web Intelligence documents for easy access.

Within the BI launch pad, you can edit Web Intelligence documents if you are authorized to use one of the

Web Intelligence report panels (the Interactive HTML querying and/or reporting panels or the Java Report

Panel ).

Methods of Editing a Web Intelligence Document

Interactive HTML

Java report panelIf you are authorized to access the universe that was used to create the document, you can modify the

underlying document query.

TO VIEW A WEB INTELLIGENCE DOCUMENT

Steps

1. Locate the document you want to open and double-click the document name.

2. Choose Reading or Design on the toolbar according to the mode you want to use to view the

document.

SAVING OF WEB INTELLIGENCE DOCUMENTS

You can save the document either to a folder in the BI launch pad or to a location on your computer in

several different formats.

The Save as dialog box allows you to save the document to your computer in Microsoft Excel, Adobe

Acrobat PDF or comma-separated values (CSV) format.

The Save Report to my Computer As dialog box saves only the report you are currently viewing in either

Microsoft Excel or Adobe Acrobat PDF format.



TO SAVE A DOCUMENT IN THE BI LAUNCH PAD

Steps

1. In the document, choose Save.

Results

The Save As dialog box displays.

2.

Choose the folder in which you want to save the document.3. To replace the default document title, enter the document name in the File name field.

4. Choose the arrow to view additional saving options.

5. Optionally, enter a description of the document in the Description field.

6. To automatically refresh the data every time you or another user opens the document, select

the Refresh on opencheckbox.

7. Optionally, choose the category you want to use to reference the document.

8. Choose Save.

PRINTING A WEB INTELLIGENCE DOCUMENT

To print Web Intelligence documents, you need to display the document in PDF format and print it from

Adobe Acrobat Reader. To ensure quality printing, never print by using the button present in the browser.

TO PRINT A WEB INTELLIGENCE DOCUMENT

Steps

1. In the document, from the toolbar, choose the Export dropdown arrow.

2. Choose the item that corresponds to the part of the document (the document or the current

report) you want to save and the format of the file to which you want to save it (Microsoft Excel,

Adobe PDF, or CSV).

Results

A dialog box displays, asking you to Open or Save the file



3. Choose Save.

4. In the Save As dialog box, specify the file name and location of the PDF.

5. To print the document, open the PDF in a PDF-reading application and set the appropriate print

settings.

SHARING OF WEB INTELLIGENCE DOCUMENTS To share documents with other BI launch pad users, you can either send documents to the user's inbox or

save them as public documents, if you are authorized to do so.

Sending a Document to Users

You can choose to save the document to either a folder in the BI launch pad or to a location on your

computer in one of several different formats.

Saving a Public Document

When you save a document to a public folder or category, you make it available to many users. When given

the appropriate access rights, your colleagues can then refresh or modify the document and save it again,

making it easy for you to collaborate with one another.

Public documents remain in the repository until removed by the SAP BusinessObjects system administrator.

This method is ideal for communicating information across an organization.

TO SEND A DOCUMENT TO ANOTHER BI LAUNCH PAD USER

Steps

1. From the document, choose the File tab page.

2. Choose the Send drop-down arrow and then choose Send to User .

3. From the list that displays, choose the users or groups to which you want to send the document.

4. To send the document with an automatically generated name, choose Use Automatically Generated

Name.5. To name the document that you want to send, choose Use Specific name and enter the name in the

field.

6. Choose Shortcut to send a shortcut to the document or Copy to send a copy of the document.

7. Choose Send .

SHARING BEYOND WEB INTELLIGENCE

When you save a document in PDF format, the page layout and formatting of the Web Intelligence

document are retained in the PDF file.

To share reports or documents with colleagues who do not use Web Intelligence or other SAP

BusinessObjects BI Client tools, you can save them in PDF, Excel or comma-separated values (CSV) format.That way, you and your colleagues can easily view and print them using Adobe Acrobat Reader or Excel.



TO SCHEDULE A DOCUMENT

Steps

1. On the Documents tab page, navigate to the document you would like to schedule and choose it.

2. Choose the More Actions drop-down arrow and then choose Schedule.

Results

The Schedule page displays.

3.

Choose Recurrence.Results

The Recurrance page displays.

4. Choose the Run Object drop-down arrow and then choose the appropriate recurrence schedule

from the list. After you choose the recurrence schedule, the additional information required on

the Recurrence page depends on the schedule you chose.

5. Based on your access rights, you can modify

the Formats, Destinations, Caching, Events and Scheduling Server Group settings as required.

6. When you have entered all the required information, choose Schedule.

Results

The History page for the document displays, indicating the report instance times and the status of each

instance.

RIGHT TO LEFT READING AND LOGIC

Web Intelligence 4.1 is bidirectionally enabled to provide Right to Left (RTL) support for the following:

The user interface- when the product locale ia Arabic

Documents - when created in Arabic locale

Two scripts: Arabic and Slovene



TO SET GENERAL BI LAUNCH PAD PREFERENCES Steps

1. On the Home page, choose Preferences.

Results

The Preferences page displays.

2. In the General screen area, you can modify the following:

The initial view that displays after you log on to the BI launch pad

The default view in the Documents tab screen area

The maximum number of objects that display on each page

The lists in the Documents tab screen area

You can choose the options regarding which document properties to display, such as the description, the

owner, the date, the instance count, and so on.

You can also change where documents are viewed, either in the BI launch pad window or in separate

browser windows.

3. In the Locales and Time Zone screen area, you can modify the Product and Preferred Viewing locales

and the Time Zone settings.

4. Set preferences and in the Preferences Changed dialog box, choose OK .

Results

The preferences are now applied

PREFERENCES AND SETTINGS

Web Intelligence documents and documents from other BusinessObjects BI client tools have different view

options that can be set as default. The view setting determines the view that is applied when you open a

document for the first time. You can always change the view format after you open the document.

The different views are aimed at satisfying one of the following quality options:

Quality in viewing



These options are aimed at users who primarily view the reports over the Web. These formats are not ideal

for printing. Web Intelligence provides Web and Rich Internet Application (RIA) modes that are intended for

who that look at reports online.

Quality in printing

These options are aimed at users who primarily print their reports. These reports are printed exactly as they

appear on the screen and provide a print quality better than HTML. Web Intelligence provides a PDF format

option for users who primarily print their documents.

WEB INTELLINGENCE VIEWING SETTINGS

The BI launch pad provides several formats for viewing Web Intelligence documents. You can define one

default viewing format for your user account by setting the appropriate option in the BI launch

pad Preferences page.

The viewing modes you choose depend on your license and your security profile.

You can choose to view Web Intelligence documents in the following formats:

HTML

You view documents using the HTML interface within the BI Launch pad.

Applet

You view documents using the Java interface within the BI Launch pad.

The Java interface requires you to download a Java applet.

Rich Client

You view documents using Web Intelligence Rich Client, a standalone interface that works outside the BI

launch pad and allows you to work with documents without being connected to a corporate repository.

PDF

You view documents statically in PDF format

You can experiment with all the formats described by changing the default view options in the BI launch

pad. The settings that are most appropriate for you depend on the requirements of your organization and

your own preferences

WEB INTELLIGENCE PREFERENCES

You can define the following in Preferences:

How you view Web Intelligence documents in the BI launch pad

The interface you use to create Web Intelligence documents

How you perform multidimensional analysis in Web Intelligence documents

BI LAUNCH PAD SESSION CLOSURE

Logging off also helps the BI launch pad system administrator to track the users logged on to the system at a

given time. This allows the administrator to configure the system and handle transaction loads efficiently.

There is a default time-out setting, after which a user is automatically logged off from the BI launch pad. For

more information, you can contact your SAP BusinessObjects administrator.



TO LOG OFF FROM BI LAUNCH PAD

Steps

1. On the BI launch pad toolbar, choose Log Out .

Results

The Log on page displays in your browser and you have logged off.

PREGUNTAS POST- ASSESSMENT

(Son las mismas preguntas en azul del documento)