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Web Intelligence
iTree Consulting Private Limited
Copyright iTree Consulting Pvt. Ltd.| All rights reserved
Contents
1. Introduction.......................................................................................................................... 4 1.1 Steps to create a Web Intelligence Report ................................................................. 4 1.2 Logging to InfoView....................................................................................................... 4 1.3 The InfoView Screen....................................................................................................... 6 1.4 Creating a Web Intelligence Document ..................................................................... 7 1.5 The Datasource Window ............................................................................................... 7 1.6 Creation of a Query....................................................................................................... 9 1.7 The Basic report is ready .............................................................................................. 10 2. Saving the Report .............................................................................................................. 11 2.1 Saving the report in the Business Objects Enterprise ................................................. 12 2.2 Saving the report on the Local Computer................................................................. 13 3. Viewing the report saved in the Business Objects Enterprise ......................................... 14 3.1 Viewing the report in the View mode ........................................................................ 15 4. Modify Report..................................................................................................................... 17 4.1 Modifying/Editing the existing Query.......................................................................... 17 4.2 Adding a New Query to an existing document ........................................................ 19 5. Different Options Available for a Query .......................................................................... 22 5.1 Viewing the Query Properties...................................................................................... 23 5.2 Viewing the SQL for a Query ....................................................................................... 24 5.3 Applying Filters to a Query........................................................................................... 26 5.4 Adding a Sub Query.................................................................................................. 29 5.5 Using AND Functions and OR Functions ..................................................................... 32 5.6 Using the Scope Of Analysis Function......................................................................... 33 5.7 Combining Two or More Queries ................................................................................ 35 6. Report Formatting.............................................................................................................. 36 6.1 Adding Block/Report Level Filters................................................................................ 36 6.2 Adding Columns and Rows to the Report ................................................................. 38 6.3 Creation of Conditional Formating............................................................................. 39 7. Using the Formula Toolbar................................................................................................. 42 7.1 Creating Report Level Variables using Variable Editor.......................................... 43 8. Ranking............................................................................................................................... 45 9. Applying Breaks ................................................................................................................ 46 10. Applying Sorts.................................................................................................................. 48 2
11. Applying Quick Functions .............................................................................................. 49 12. Inserting Images ............................................................................................................... 50 13. Right Click Menu Options on the report ........................................................................ 52 14. Viewing Report Data in a Drill Mode.............................................................................. 54 15. Viewing report in Structure Mode................................................................................... 56 15.1 Viewing report in normal Page View .................................................................... 57 15.2 Purging the Report Data ........................................................................................ 58 16. Merge Dimensions ........................................................................................................... 56 17. Hyperlink ........................................................................................................................... 62 18. Track Changes ................................................................................................................. 64 19. Web Intelligence Rich Client .........................................................................................685
1. Introduction
Business Objects Enterprise comes with InfoView, a web desktop that acts as a window to a range of useful business information about your company. From InfoView, you can access Crystal reports, Web Intelligence documents, Desktop Intelligence documents, and other objects, and organize them to suit your preferences. The features that are available in InfoView vary by content type, but in general, you can view information in your web browser, export it to other business applications (such as Microsoft Excel), and save it to a specified location. Business Objects Enterprise also provides access to a range of analytic tools to help you explore information in more detail.
Select the relevant universe that you want to query for reporting.
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Note: In the above window we can select the folder where we want to save the document. We can also give a brief description of the report. We can also define some keywords which will be beneficial while searching the document in InfoView. We have options for refreshing the document on opening i.e. it would open the report with refreshed data. We can also keep the document with permanent regional formatting.
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We can see options in the view mode like: 1) Apply Report based Filters; these are based on the Objects selected while designing the query. (this option is available even if we have no filter applied in the query level) 2) Drilling Options. 3) Different Reading Options. 4) Refreshing data. 5) Page Navigation. 6) Zooming. 7) Undo and Redo Options. 8) Find. 9) Print. 10)Save.
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Note: Once we add any objects in the Query Panel and Run the Query, the newly added object is not automatically added in the report window. We need to drag the object to the report window.
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There are also a lot of other buttons in the Query Panel which we can use for further analysis in our report.
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Once when we click on the From Universe option, a new window pops up in which we can query the data from the same Universe or a different Universe.
Note: By this we can combine two different queries on the same universe or that we can combine queries from different universe. This option is used when we want to display data from two different sources. On the report level we can add more tabs and then display the data accordingly.
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1) Renaming the Query. 2) Changing the Universe. 3) Limiting the Retrieval time & Retrieval of Maximum Rows. 4) Order of the Prompts applied.
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In this SQL Window we can check the SQL that has been auto generated by Business Objects; we can also modify the SQL as per our requirement. Note: Modifying the SQL is recommended for only those who are familiar with SQL and the backend Database.
We can also copy the SQL; check the same in the backend database. There is also an option to validate the modified SQL. If there are any errors in the SQL, Business Objects will give us the error.
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When we drag any of the Object into the Query Filters Pane. We have a list of the operators that we can apply to the Object. As per our requirements we can use them accordingly.
After selecting the appropriate operator, we get more options to customize our filter.
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Here attached is the screenshot of the options that we get when we apply the filters.
The options we see here are as follows: 1) 2) 3) 4) Constant (type in the value for filtering the data). Values from a list (this gives user an option to select from the List of Values) Prompt (prompts the user for selecting/entering the value) Object (selecting an object from the same Universe)
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Given below is the screenshot of the query that shows us how we can add another sub query. We can check this by clicking on the SQL button. The SQL Viewer window will pop up and we can see that Business Objects has generated a new SQL with a Sub-Query.
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Check the options that are made available to us by Business Objects for SubQuery. Try to select the options one after another and then check the SQL generated.
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Purpose of using AND and OR functions. AND The query will return data satisfying both the conditions in the filter pane. OR The query will data satisfying any one condition in the filter pane.
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As we can see in the screenshot, we can define the level of drilling from top level to the bottom level. e.g.: Year>Quarter>Month>Week>Daily. The options available to us by Business Objects for drilling are: 1) None (no level) e.g.: Year 2) One level (one down) e.g.: Year>Quarter 3) Two levels (two down) e.g.: Year>Quarter>Month 4) Three levels (three down) e.g.: Year>Quarter>Month>Week 5) Custom (drill customized) e.g.: Year>Month>Daily
Note: To use Custom Level we need to drag the required objects from the Data pane to the Scope Of Analysis pane.
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Purpose of using SET Operators. Union Suppose that we have two queries Query 1 and Query 2 and if we use Union Operator then it will return all the data from both the Queries. Intersection Intersection will return only the data that is common to both the queries. Minus If we use (QUERY 1 QUERY 2), then this will return the data that is present in QUERY 1 but NOT in QUERY 2.
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We can drag the objects and drop it in the Filters section. Once we do this, a new window pops up. In this we have a number of options to select from for limiting our data.
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Upon clicking the New Rule button, a new window pops up asking us to create a New Alert. In this window we can see a lot of options. 1) Alerter Name: Name of the Alerter. 2) Description: A brief description of the Alerter.
3) Filtered object or Cell: In this option we can select an Object or existing variable or even contents of a particular cell. 4) Operators: We can select various operators like Equal to, Not Equal, Greater Than, Lesser Than, etc. 5) Operands: In this selection we can either select an object from the Universe, or type a value. 6) Format: The format of the Alert. Likely we give a specific color, image, background color, background image, etc. 7) Add Sub Alerter: We can add another alerter, with some other conditions. 8) Remove Sub Alerter: This option works the other way round of the Add Sub Alerter. Removes a particular alert. 9) Clicking on the + (plus) sign basically adds another condition to the existing alert.
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10)Formula check box: When we check this box we can define our own formula to highlight the data.
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The options we see in the Formula Toolbar are listed below: 1) fx: Formula Editor (Creating/Editing the formulae of a particular column) 2) Create Variable: We can convert an existing formula to a variable so that we can re-use the same. 3) Cancel: Cancelling any changes. 4) Validate: Validate the Formula is correct or there are any errors.
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For example if we have a Month field in our database in which the months are in number format, but our requirement is to display the Names of the Months in the report. e.g.: If (Month=1 then January Else If Month=2 then February Else If....) Hence we create a variable which will be used in the report.
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Below is given the screenshot, where we can create the variable. The parameters are as follows: 1) Name: Name of the variable. 2) Qualification: The Object created will be a Dimension, Detail or Measure. When we create Detail Object, we need to associate it to an already existing dimension. 3) Formula Block: Here we define the formula for creating the object. We also have the option to Delete or Parse (verify the code) the Object Definition. 4) Data: Under this block we can select the objects on to the formula block which have been created at the Universe level by the Universe Designer. 5) Functions: This block gives us a lot of Functions to use like Average, Min, Max, Sum, etc. 6) Operators: Under this block we get operators like +,-,*, /, etc.
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8. Ranking
Ranking is the feature to display the data for top areas. E.g.: Top/Bottom three Cities based in Sales Revenue and then ranked by Year.
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As we can see in the screenshot above we can display the data by top/bottom three (this can be defined as per our requirement). Top: Can be defined as per our requirements. Bottom: Can be defined as per our requirements. Based on: Variable (this is specific to the Measure Objects) Ranked by: Variable (this is specific to the Dimension Objects) Calculation mode: Calculation like count, percentage, cumulative sum, cumulative percentage.
9. Applying Breaks
Applying Breaks makes a view of a particular report more presentable. For e.g.: In the image below, we can see that Year column has years 2004, 2005 and 2006 but the values in this column is repeating which may not be presentable. So we need to Break the continuity of the repeated values.
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Now in the above screenshot we can see that the data is displayed in a more presentable manner.
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As we can see that when we want to apply Aggregate Functions like: Sum, Count, Average, Minimum, Maximum, Percentage. These are the basic functions that can be readily used without any help or creating a formula. Once we have applied the Aggregation we can see the same at the bottom of the table.
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We have options that would let us enter an image from a URL, Skin or an image from a file. We can also change their position that would appear in the background. We also get a preview of the image we have selected.
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The options are listed below: 1) Set as Section (we can set a particular column as Section for Dimension based columns) 2) Insert (inserting columns to the right/left and rows above/below) 3) Copy (we can paste the copied data into text file, excel file and word file, etc) 4) Clear Contents (clears the whole cells in the table or even particular cell) 5) Remove (removes the column or table) 6) Turn To - this option turns the table to a chart in different formats a) Tables Horizontal table, Vertical table, Cross Table, Forms. b) Bar Charts Vertical Grouped, Horizontal Grouped, Vertical Stacked, Horizontal Stacked, Vertical Percent, Horizontal Percent, 3D Bar, Vertical Bar & Line, Horizontal Bar & Line. c) Line Charts Vertical Mixed, Horizontal Mixed, Vertical Stacked, Horizontal Stacked, Vertical Percent, Horizontal Percent, 3D Line, 3D Surface.
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d) Area Charts Vertical Absolute, Horizontal Absolute, Vertical Stacked, Horizontal Stacked, Vertical Percent, Horizontal Percent, 3D Area, 3D Surface. e) Pie Charts Normal Pie, Doughnut, 3D Pie, 3D Doughnut. f) Radar Charts Radar Line, Stacked Area Radar, Polar, Scatter. 7) Text (the basic text formatting) 8) Edit Formula (to view the formula toolbar) 9) Format Cell (format the cells, all table cells & table) 10)Linking (reading the text as Hyperlink or inserting a new hyperlink) 11)Sorts (Ascending, Descending & Custom Sort) 12)Break (Add a break to particular column) 13) Hide (Hide a particular column)
14) Ranking (Add a rank to a particular column)
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As we click on the Drill Button, the Dimension Objects for which we have created the Hierarchies (using universe Designer) get Underlined indicating us that we can drill down and further analyze our data. As we move our cursor we get a tooltip showing us that what will be the next level of drilling that can be done. Once we right that particular data column, the menu appears and then we get option for further drilling down the data. We can also Drill up to i.e. back to top and also Drill By which takes us to other dimension objects which have not been included in the Query panel.
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This view gives us a clear picture how the report has been formatted across the pages, the variables that have been used, etc.
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This is giving us view that how will the report will be displayed on the page when printed or distributed.
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If we want to see the data we can refresh the query and the refreshed data will be displayed.
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Query 2
Once we run the Queries, the report will look like this. The highlighted icon is used for Merging the Dimensions.
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Once we merge the Dimensions, the objects in the Query Pane will look as highlighted in the above screenshot.
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17. Hyperlink
Hyper linking will be used when a user would want to Link 2 or more Reports or link 2 or more Tabs in a particular report itself. In Hyperlink you can pass the parameters (Objects) from one report to another ; parameters which you are going to pass to next report are nothing but the prompt values of the first report. Steps and basic syntax to create hyperlink in report: 1. Right click on the Specific column on the table and select Hyperlink New Hyperlink
2. Then pass the URL that defines the path for opening the Report and also specific other parameters as depicted in the below screen shot.
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Parameters: sType : Document Type Web Intelligence sDocName: Document Name which is to be link sDociD: Document ID sWindow: Where to open the linked report in New or Same/Existing Window. sRefresh: Wantto refresh the document Y/N
3. Once parsed successfully, the selected column would be linked to that specified report on the mouse click of any value selected.
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1. To Activate Data Tracking click on the icon that is highlighted in the screenshot below.
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2.Once we click to activate track data changes it will show 2 options. o Compare with last data refresh If we choose this option then each time we refresh data,it will take the previous data as the reference data and based on that it will track the changes. o Compare with data refresh from By using this option we can select the current data as the reference data.For this option the reference data will be the same.It will not change with each refresh as in the first case.
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3. Setting Data Tracking Options. Here we have to set the data tracking options.ie, how the changes should be seen in the report once we refresh the report. For example, in the screenshot below ,for Insertions the data will be shown in BLUE color,Changes in data will be shown with a yellow background and so on.
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The Report after Refreshing The data source has been updated and after that when we refresh our report, it looks as follows. The changes has been highlighted as per the options that we had set in the DATA TRACKING OPTIONS
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Web Intelligence Rich Client can be installed through the Infoview Preferences as shown in the pictorial below:
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One can access Web Intelligence Rich Client through the following method:
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The following is the method of selecting the Data Source for a Web Intelligence Rich Client: When selecting the Data Source, you will get the option of selecting a Universe, Excel, Text, Bex, Web Services, Analysis View.
When you select the Excel File one would get some parameter options as shown in the diagram:
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You could also use Multiple Data Providers which could be a Permutation and Combination of Universe and other data sources. Post selection of the Data Source, the Functionalities and the Formatting Interface of Web Intelligence Rich Client remains the same as Web Intelligence.
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