BUSINESS OBJECTS CLASS

Business Objects is the reporting tool from SAP Company .

As Business Objects is the reporting tool from SAP Company, it is called as SAP BO

Current Version of BO is: BO-XI R/3

BO: Business Objects.

XI: Version 11(in rowman characters)

R/3: Release 3. ------ BO Version Release 3.

BO-XI R/3 = BO-XI R/2 + SAP Integrations (It is available from 2008 onwards)

SAP BW/BI Integration services

(SAP BW and BI are ETL tools from SAP Company)

VOYAGER connection

Xcelcius

Dashboard Manager

Live Office

Widgets

BO-XI R/2: It is the reporting tool from Business Objects.

BO-XI R/2 = BO 6.5 + Crystal Reports

BO 6.5 = BO 5.0 + WEBI (Web reporting)

B0 5.0 = BO Local Reports (4.5) + Universe + DESKI (local reports)

UNIVERSE:
Universe is interface between database environment and reporting environment.

Universe is a file created with extension “.unv”. It has source database connection
information and source business information in the form of Tables to be used by
Reporting Environment.

To create Universe following are the main Steps:

1. Universe Parameters 6. Create Classes

2. Insert Tables 7. Create Objects
3. Insert Joins 8. Create Hierarchies
4. Detect Loops 9. Export Universe
5. Resolve Loop

Universe Parameters:

Creating the Universe with required Database connectivity is called as Universe.

Here universe is the file created with extension “.unv”.

Insert Tables:

Adding required business Tables from Database Environment into Universe

structure panel is called as Insert Table. Whenever a table is added into Universe,
only table Metadata is added but not the table with data. As universe is used to
support SQL Query development, for preparing SQL Queries table Metadata is
enough.

Insert Joins:

Using this step we apply the relation between the Tables in Universe Structure
Panel.

To apply relation between Two Tables we need to use following Two Concepts:

1. Type of Join
2. Type of Cardinality.

Type of Join:

It specifies how data to be merged between two Tables. In Universe following are
the type of joins to specify which type data to be merged.

a. Inner Join. [Returns common data between two tables.]

b. Left Outer Join. [Returns common data between two tables and all extra
records in Left Table.]
c. Right Outer Join. [Returns common data between two tables and all extra
records in Right Table.]
d. Full Outer Joins. [Returns common data between two tables and all extra
records in both tables]. To set this ANSI91 value should be Yes
FAQ: In what cases data in Database table can be duplicated?

Ans: if there is no primary key in the table or using Composit Key also there is
possibility of data duplications in the column.

Composite Keys: If the Primary key is assigned to more than one table column then
it is called as Composit key.

Cardinality: It defines data relation between the Tables as

1. One –to- One

2. One –to- Many
3. Many –to- One
4. Many –to- Many

FAQ: In the database technically how many One –to- One relations are possible?

Ans: In this example One record in Table-1 can have exactly One record in Table-2.
This relation is called as One –to- One Relation.
FAQ: How many One-to-Many or Many-to-One relations are possible?

Ans: If one table has Primary key and another table has Foriegn key relation, from
First Table is One-to-Many relation and from second Table is Many-to-One relation.

FAQ: How many Many-to-Many relations is possible?

Ans: If the Tables are related between Two non key columns or Two Composit key
columns then there is a possibility of Many-to-Many relations.

TIME SLASH:

Time taken between Query Request and Query Response is called Time
Slash.

LOOP:

If there are N Tables with N Relations applied with each other, it is called as LOOP.

Loop is a Drawback in reporting. Because of Loop, reports will display the data in
Time Slash.

Finding the possible loops in Universe structure panel is called as Detecting Loops.

(Detect Loop is the option used in Universe to find possible Loops)

To resolve the Loops we can use 4 techniques in Business Objects.

Note: if the loops are deleted from structure panel, the report output is displayed
with high efficiency.

To resolve the LOOPS:

 1) Delete Unnecessary Joins
2) Create Alias Tables
3) Create Shortcut Joins
4) Create Context

Delete Unnecessary Joins:

As per reporting rules, for N tables we need N-1 Joins for SQL Queries.

In Industries most of the reports are created using Transaction based master data.
As order_details is the Transaction Table and sales_branch and sales_staff are
master tables J1 and Jj2 are commonly used joins. By deleting J3, if business
requirements can be satisfied then delete J3 join.

Second Solution: In a Loop, if there is Many-Many Cardinality joins existing then

Many-Many joins can be deleted directly.

Create Alias Table:

* Generate a report to display orders collected by staff in which branch (J1 and J2)

*Generate a report to display orders of Branch (J1)

* Generate a report to display orders collected by Staff (J2)

* Generate a report to display list of employees working for Branch

CONTEXT:

Context is another resolving solution for LOOPS in Business Objects, which creates
memory block in BO Repository with set of join results. As the memory is already
created in BO Repository Data retrieval, is possible.

BO Repository is the Database of Business Objects. This is divided in to 3 areas as:

1) Security Domain Area

2) Universe Domain Area and
3) Document Domain Area

Security Domain Area:

Security Domain Area has the users and user groups to control
Authentication of BO Repository.

Universe Domain Area:

Universe Domain Area is the part of BO Repository to hold all the universes
which are exported from BO Designer to be accessed by reporting environment like
WEBI,DESKI and etc.,

Document Domain Area:

Document Domain Area is the area where created documents are saved to be
accessed by client environment with corresponding Authentications.

SHORTCUT:
In 2001, in BO XI R2 Shortcut Joining are introduced. Using this property BO
assigns secondary level priority for the joins in the LOOP. If all Tables are used in
Reports then OLAP Engines uses the Main Joins and ignores the Secondary Join. If
main Joins are not used then we use Secondary Level Joins in Reporting.

***Best Resolving techniques for LOOPS in BO are:

1) Delete Unnecessary Joins

2) Use Shortcut Joins.

6) CREATE CLASSES:

A class is the presenting Object in Universe to present Business Information

to the reporting Environment.

A class is assigned with one or more Tables information to be presented to

the Reporting layer.

A class represents Schema in Universe.

A class is a collection of Objects.

Objects represent a table column for reporting.

Simply, reporting columns in Business Objects are called as Objects.

*Basesd on type of data to be displayed in reporting, Objects are classified as 3

types.

* Dimension Object
* Detail Objects
* Measure Objects

Dimension Object: It is the default property applied for every database column
added inside the class. This property can be assigned with all data types of source
database to display source business data as it is.

Detail Objects: Depedent Objects in Business Objects are called as Detail Objects.
Using this property we need to select a parent Dimension Object. While reporting
detail object is also added with parent dimension object automatically.

Measure Objects: This property is appled only for Numeric Columns added with
corresponding Aggregated functions to display summary information in the
reporting.

6) HIERARCHY:

Hierarchy is collection of Dimension objects arrangement to support

Drill Down and Drill Up functionalities.

In hierarchies we can find two options as

 1) Default Hierarchies.
2) Custom Hierarchies.

All objects added under the class panel are displayed as Default Hierarchies.

Based on these default hierarchies we can create required Custom

hierarchies to support RRI Concepts.

RRI: Report to Report Interactions.

----Communicating TOP Level hierarchy to next level hierarchy is called as Drill

Down.

----Communicating from Bottom level hierarchy to Previous level hierarchy is

called as Drill Up.

*Export Universe: Using this option, the .unv file is send from local system into BO
Server System (BO Repository) Universe Domain Area to make universe accessed
by reporting authors.

Source NON BW/BI Systems Source BW/BI Systems

1) Universe Parameters 1)Universe Parameters

2) Insert Tables 2) Insert Tables
3) Insert Joins 3) Insert Joins
4) Detect Loops 4) Detect Loops [not allowed]
5) Resolve Loops 5) Resolve Loops
6) Create Classes 6) Create Classes
7) Create Objects 7) Create Objects
 8) Create Hierarchies 8) Create Hierarchies
9) Export Universe 9) Export Universe

NON-SAP, whenever Business Objects is loaded there is sample Database loaded as

“efashion.mdb”.

This sample Database has following Tables.....

STEP-1

Creating the universe for source efashion Database (efashion.mdb)

Use the following Navigations to use ODBC Drivers for efashion Database.

---Click on Start menu

---Settings

---Control Panel

---Double click on Administrator tools

---Double click on Datasources (ODBC)

---Click on System DSN ---Click on Add

---Select Microsoft Access Driver --- Click on Finish

---Name the Database

---Click on Select

---Select efashion.mdb Database from C drive

---Click on Ok ---Click on Ok---Click on Ok

DSN11AM c:\efashion.mdb

BO: Universe
*** To enable the BO services click on

---Click on Start menu

---Programs

---BO XI 3.1

---Business Objects Enterprise

---Central Configuration Manager

It displays the list of BO services.

---Right click on Server Intelligent Agent ---Start

---Right click on Apache Tomcat ---Start

We can start /stop services which are needed for us.

NOTE:

System: ABC [name of the computer where BO services are running]

Username: Administrator

Password: ............... [By default BLANK]

Authentication: Enterprise

In Authentication Enterprise indicates BO services.

1) LDAP-----indicates Directory Services

2) SAP -----indicates Source BW Systems
3) Standalone(no CMS)----Local Database
4) Windows AD----Windows Administrator Services.
5) Windows NT----Windows Network Services

To create the Universe, use the following Navigations.

---Click on Start menu

---Programs

---BO XI 3.1

---Business Objects Enterprise

---Designer

---Enter BO Login Information

---Select Authentication as Enterprise ---Click on Ok

 ---Click on Cancel for Quick Design

---Click on New Universe (ctrl+N)

---Name the Universe (access—Universe)

---Click on NEW to create a new Connection

---Click on Next in initial screen

---Name the Connection

---Expand Microsoft

---Expand the required Version of Access

---Select ODBC drivers

---Click on Next

---Select the Created DSN--- [DSN11AM]

---Click on Test Connection

---If the server is responding Click on Ok

---Click on Next

---Click on Next

---Click on Finish

---Click on Ok

---SAVE the Universe (ctrl+S).

By default the Universe is saved with the extension (.unv)

Navigations for Creating the Universe Connection for the Source ORACLE.

----Create New Universe, Name the Universe.

----Click on New to create a Connection.

----Click on Next in initial screen

----Name the Connection

----Expand the ORACLE Database

----Expand the corresponding versions of Oracle

----Select Oracle Client

----Click on Next

----Username: Scott

Password: tiger

Service: oracle

----Click on Test Connection

If the server is responding Click on Next

----Click on Next

----Click on Finish

----Click on OK

----Save the Universe

Note: The drivers which are installed with corresponding Database are called
Native Drivers.

OCI-------Oracle Call Interface

Creating the Universe for SQL Server

Server name: ABC [system name where SQL Server services are running]

Login User: sa

Password: sa
Database: gosl

Navigations:

----Create the Universe

----Name the Universe

----Click on NEW to create a Connection to the SQL Server

----Click on Next in Initial Screen

----Name the Connection

----Expand the Microsoft

----Expand MS SQL Server 2005

----Select OLEDB providers

----Click on Next

----Give the Connection details

----Click on Test Connection

If the server is Responding Click on OK

----Click on Next

----Click on Finish

----Click on OK

----Save the Universe

STEP—2:

Navigations For efashion sample database.

Insert Tables

Click on Insert menu

----Tables

----Displays the list of Source Database Tables

----Select the Required Tables

----Click on Insert

----Select the Required Tables

----Click on Insert
These are added in to Universe Structure Panel.

----Click on Close

----Arrange the Tables in Database Design Format

----SAVE the Universe

STEP—3:

Insert Joins

To display the Joins between Tables in Universe Structure Panel use following
Navigations

1) Manual Join

---- Without selecting a Table drag a table column [Article_ID of

Article_lookup] in to corresponding column of second table [Article_ID of
Article_color_lookup]

---- Double click on Applied Join [link]

----Click on Detect to find the Cardinality

----Click on OK

2) Insert Menu Join

----Click on Insert Menu ----Join

It opens Edit Join Interface

---- Select the First table as Article_lookup

---- Select the Second table as Article_lookup_criteria

---- Select Article_ID between the two tables

----Click on Detect

----Click on OK

3) Auto Detecting Joins

---- Click on Tools menu----Automated Detections----Detect Joins

It displays the possible Joins from Universe Structure Panel.

----Select the Required Joins----Click on Insert.

For Detecting Joins we need to depend on Detect Cardinalities to Apply Data

Relationships.

Navigations:
 ----Click on Tools menu

----Automated detection

----Detect Cardinalities

FAQ:

1) How many types of joins can be applied from Universe?

Ans: There are 5 types of joins

1) Inner Join [Equi Join]

2) Left Outer Join
3) Right Outer Join

[Full Outer Join is not supported by Universe]

4) Theta Join
5) Shortcut Join

Inner Join: If the Join condition is applied with only = [equal to] operator is called
as Inner Join or Equi Join

Using this property only common data of two tables is returned.

Right Outer Join: In the Edit join screen if Left side Outer join is selected it is
treated as Right Outer Join

Internally it returns common data between the two tables and all extra records in
Right Table.

Left Outer Join: In Edit Join screen, if the Right side Outer Join is selected it is
treated as Left Outer Join

Using this property, it returns common data between the two tables and all extra
records in Left Table.

Theta Join: While applying the join condition if we select other than to Equal
operator then it is called as Theta Join or Non-Equi Join

Shortcut Join: This property is recommended to resolve the Loop by applying

Second Priority for the Joins.

STEP---4:

Detecting Loops: Using this option we find number of Loops possible from Universe
Structure Panel Tables.

Navigations:

----Click on Tools Menu

----Automated Detections

----Detect Loops

----Click on it

It displays the number of Loops and selected Joins from Structured Panel.

STEP---5:

To resolve Loops: To resolve the Lops use the following methods

1) Delete Unnecessary Joins

---- Any join which has Many-to-Many cardinality can be deleted from
Structure Panel.

Note: While detecting cardinalities Business Objects reads only few records from
the Database Table and returns the relation. To confirm the extract relations
Manual Checking is Possible in Universe Structure Panel using

----Right Click on required table

----Click on Table Values.

Check the data in common Column which is used in joins. Repeated data display
indicates that the cardinality is Many.
 2) Creating Alias Tables

----Select any Master Table or Dimension Table [Dimension tables are also
called as Lookup Tables].

----Click on Alias –Name the Alias Table

----Click on Ok

----Delete the Join which is causing the Loop and create New Join condition
between Alias table and Corresponding Fact Tables.

3) Shortcut Joins:

Double click on Any Join which is having a Loop

----Double click

----Select the Checkbox-----Shortcut Join

----Click on Ok

4) Context:

To create a Context, select the required Joins (which has no Loops)

----Click on Insert Menu

----Context

----Name the Context

----Click on Check to find Loops

----If no Loops are displayed---click on Ok

----Click on Ok.

6) CREATING CLASSES:

One class represents Schema.

A class is assigned with one or more Tables information.

A Table converted in to class can be accessed by Reporting.

To create the class use the following Navigations:

---- Click on Insert Menu------Class

---- Name the Class

---- In the same way create one more Class.

*** Class: Enterprise Information

SubClass: Business Activity Information.

SD (class)

Sales (subclass)

Billing (subclass)

Shipping (subclass)

Agreements/Contracts (subclass)

FICO

Accounts Receivables (subclass)

Accounts Payables (subclass)

Cost Centre (subclass)

Bank Accounts (subclass)

G/L Accounts (subclass) [General Ledger]

7) CREATE / INSERT OBJECTS:

Reporting columns are called as Objects.

To create the Object without selecting any Tables from structure panel, drag the
Required column into Class Panel.

By default for every Source Column Dimension Object is the property added, to
display source business data as it is in reporting.

Second Procedure to create the Objects:

---- Select the required class from Class Panel

---- Click on Insert Menu

---- Select Object

---- Name the Object [Article ID]

Note: Here Object name can be added with Spaces.

---- Select the Data type as Number

---- Place the Cursor in select Statement

---- Click on Browse in select Area.

---- From Tables and Columns Expand the required Table

---- Double click on the required column

---- Click on Parse to check the Syntax.

---- If parsing is Ok

---- Click on Ok

Data Cleansing:

Converting Source Non-Unique Data Format into Unique data Format is

called as Data Cleansing.

Data Scrubbing:

Adding Extra column with required Business expression is called as Data

Scrubbing.

Data Merging:

Combining two Tables data is called as Data Merging.

Data Aggregation:

Converting Source Detailed data into summary Format is called as Data

Aggregation.

Note: Manual Navigation is recommended to support Data Cleansing and Data

Scrubbing options.

DATA CLEANSING CONCEPT IN UNIVERSE:

----Click on Insert Menu

----Object

----Name the Object

----Type----character

Place the cursor in Select

----Click on Browse
----From Functions area------Expand character

----Double click on Ucase Function.

----Expand Tables and Columns

----Double click on Month name

The expression is applied as Ucase (Table name. Column name)

----Click on Parse

If Parsing is Ok ----Click on Ok

DATA SCRUBBING CONCEPT IN UNIVERSE:

----Click on Insert Menu

----Object

----Name the Object [overall_cost]

----Data Type----Number

Place the cursor in Select

----Browse

----Expand shopfacts---Double click on amount_sold multiplied by Double click

on quantity_sold [amount_sold * quantity_sold]

---- Click on Parse

If Parsing is Ok ----Click on Ok

CONDITION BASED DATA SCRUBBING:

----Click on Insert Menu

----Object

----Name the Object [discount]

----Data Type----Number

Place the cursor in Select area

----Browse

----Expand Character functions

----Double click on IIF (If and only If)

----Double click on quantity_sold and type >=10, place the cursor in true
condition area----Double click on amount_sold multiplied by 0.12, place the cursor
in false condition area ---Double click on amount_sold multiplied by 0.04

Finally the expression is

IIF (shop_facts.quantity_sold>=10, shop_facts.amount_sold*0.12,

shop_facts.amount_sold*0.04)

---- Click on Parse

If Parsing is Ok ----Click on Ok

DATA MERGING:

The joins applied in Universe structure panel between the Two Tables is the
Data Merging.

DATA AGGREGATION:

It is the process of converting Source detail data into Summary data, for the
numeric objects (FACTS) under the class panel.

---Double click on amount_sold

---Select Object from the class panel

---Click on Properties Tab

---Select the Qualification as Measure and select the required aggregated

function. By default is Sum.

---Click on Ok

Note: One source table column is not only added for one time under the class
panel, it can be added for any number of times based on Business needs.

If report requirement is to display summary totals of amount_sold and also average

total of amount_sold, add amount_sold for two times as an Object in a class. For
the first Object add the qualification Measure with the function Sum. For the
second Object add the qualification Measure with the function Average.
Document Processing Architecture in Business Objects:

Query Filters:

If the Filter conditions are applied at Database Table is called as Query Filters.

Report Filters:

If the filter conditions are applied at reporting environment is called as Report

Filters.

If the Filters are applied in Universe, these are called as Query Filters as Universe
gets only restricted data into Reporting environment.

In the Universe, we can apply two types of Filters as

-------Object level Filter

-------Universe level Filter

Object level Restrictions/Filters:

Universe Level Restrictions/Filters:

To apply Object Level Restrictions

--------Double click on the required object

--------Place the cursor in where class and apply the required conditions.

To apply Universe Level Restrictions

-----Select the Radiobutton filters in Class Panel

-----Click on Insert Menu

-----Select Condition

-----Place the cursor in where class

-----Apply the condition

-----Select the checkbox; use the filter as mandatory in query

-----Select the Radiobutton Apply on Universe or Apply on class

CREATING HIERARCHIES:

Using this reporting option we can enable Drilldown and Drillup options.

In the Universe, Hierarchy is created using Dimension objects under the Class
panel. All the Objects existing under the class panel as Dimensional object are
treated as Default Hierarchies.

Custom Hierarchy:

It is used to define own Hierarchy level based on existing dimension object under
the Default Hierarchy.

To create the Custom Hierarchies

----Click on Tools menu

----Hierarchies

----Displays the List of Default Hierarchies

----Select the Radiobutton Custom Hierarchies

----Click on New

----Name the Hierarchy

----Add Year from the Default Hierarchies into Custom Hierarchy area.

----Drag Quarter under Year Hierarchy

----Drag Month name under Quarter Hierarchy

----Then WeekID under Month name

----Click on Ok

Note:

When Custom Hierarchies are created, the Default Hierarchies are disabled in
Reporting Environment.

When Multiple Custom Hierarchies are crated at the time of Reporting Business
Objects prompts to select the required Hierarchy level to be used in reporting.

Step—9:
EXPORT UNIVERSE

Using this Reporting option, the Universe will be migrated from Local system
into the Universe domain area for making universe available for all reporting
clients.

Note: For Local systems Export Universe is not required as Client and Server is on
the same system.

CREATING WEBI REPORTS

Based on the Universe created

----Click on Start Menu

----Programs

----BO XI 3.1

----Business Objects Enterprise

----Web Intelligence Rich Client

----Enter BO Login information

----Click on Logon

----Place the cursor in “Create New Document based on Data Source”

----Click on browse for more Data Source

----Select Radiobutton Universe

----Click on Next

----Select the created Universe

----Click on Ok

----Opens Create Query Panel

----Drag the required Reporting Objects into “Resulting Area”

----Click on Run Query

It generates a Report

While Saving WEBI Documents, by default it is saved with extension “.wid”

[Web Intelligence Document]

Creating the Universe for Source BW systems:

Connection details:

Application Server: 200.200.200.20

Client: 001

System: DEV

Username: SAPUSER

Password: india1

While creating the Universe

----Name the Universe [BO_BIUNV]

----Click on New to create new connection with the source BI system

----Click on Next in Initial screen

----Name the connection [BOBI_CON11]

----Expand SAP

----Expand SAP Business Warehouse

----Select SAP Client

----Click on Next

----Give the connection details:

Username: SAPUSER

Password: india1

Client: 001

Language: EN

Login name: application server

Application Server: 200.200.200.20

System number: 03

System ID: DEV

----Click on Next

----Click on Test connection to Check the Test connectivity

If the server is responding click on OK

----Expand OLAP Cubes

----Expand $infocube [list of infocubes created in BI/BW]

----Select the required Source cube

[Infocube for Business Objects 11AM]

----Click on Next

----Click on Finish

----Click on OK

Note:

For Source BI or BW systems; for every source info Object there are 2
Objects created internally as L00 Object and L01 Object

----L00 Objects are called as Level 1 objects, which can access only Metadata
information [columns descriptions] of the source info Objects

----Using L01 Objects Business Objects gets the Business Data of the source Info
Objects

----Save the Universe

----Export the Universe

Creating the Reports using Source BI Universe:

----Open WEBI Rich Client

----Select the Source Universe [BO_BIUNV]

----Click on OK

----Opens Create Query Panel

----Drag the required Objects into Resulting Area

----Click on Run Query

Prompt Based Reporting in WEBI:

Open WEBI Rich client using Source efashion Universe.

Drag Objects YEAR, MONTH NAME, SALES REVENUE into Resulting Area

Drag the YEAR Object into Query Filters.

Select the Required Operator, by default it is inlist (more than one selection)

In Operand Area, Click on Prompt

Click on Run Query

It displays only the Records which are selected in Prompt region

Refresh Data is a reporting option which is used to Re-Execute the Report with
Prompt page options.

Edit Query is another Reporting option in WEBI. Open Edit Query Panel to
customise the resulting objects or changing the Filter conditions in Reporting
Environment.

When New Objects are added these Objects are displayed in Data Panel.

SORTING:

This Reporting Option is used to Re-arrange the data in required order.

WEBI supports following Sorting options:

1) Sort Ascending Order

2) Sort Descending Order
3) Custom Sort

Note:
By default Sort Ascending and Descending orders are performed based on ASCII
Values.

ASCII---American Standard Code for Information and Interchange

Ex:

Character ASCII Number

Back space 8

Enter key 13

Space bar 32

0-9 48-57

A-Z 65-90

a-z 97-122

Custom Sort:

Defining Own Order to apply sort option is called as Custom Sort.

When Custom Sort is applied, ASCII options are disabled

INSERT/REMOVE BREAK:

It is one of the Slicing Option which is used to divide the Single Report into
Multiple Blocks based on repeated data of the Selecting Report Column

Using Break option, First time Breaks are applied and Second time Breaks are
removed.

SET AS SECTION:

It is another Reporting Option in WEBI to apply the Slicing options by

adding each repeated data as Sub-Heading for each Block.

INSERT SUMMARY:

Using this Reporting Option in WEBI, we can apply Grand Totals or Sub-
Totals. Without using insert Break/Sections it displays only the Grand-Total
Summary. With the help of Breaks and Sections it displays Sub-Total and Grand-
Totals.

FAQ:
Is it possible to apply more than One Aggregated Functionality for Single Reporting
column?

Ans: YES it is possible to have more than one Aggregated Functionality for Single
Reporting Column

*** for FACT Measures, we can apply all Aggregated summary functionalities in
Reporting Environment. For Dimension Objects and Detailed Objects we can apply
only COUNT, MIN and MAX Functionalities.

APPLY RANKING:

It is another Reporting Option which is used to Display Top or Bottom

number of Records for Top-Level management needs. To apply this option
Insert Break/Section is mandatory.

----Create WEBI Report using Year, Month Name and Sales Revenue

----Select Year reporting column

----Click on Insert Break

----Place the cursor in Year object where Breaks are applied

----Click on Apply Ranking

----Select the Ranking properties (by default it is Top-3) based on Sales Revenue
measure item, ranked by Year (where Break is applied)

----Click on OK

ALERTERS:

It is another Reporting Option in WEBI to apply Conditional Formatting

Options to categorise the Business Data based on Data conditions and Formatting
options applied.

----Create WEBI Report using Year, Month Name and Sales Revenue

----Select the Measure Object Sales Revenue

----Click on Alerters ----Click on New to Add new Alerter, name the Alerter

----Select the Operator Greater than, type the Operand 1000000

----Click on Format, select the Back Ground color, Text color

----Click on OK

To add more than one condition Click on Add Sub Alerter

----Select the Operator Between and Enter Operands as 500000; 1000000

[; ------Range]

----Click on Format, select the Back Ground color, Text color

----Click on OK

----Add one more Sub Alerter

----Select the Operator Less than, type the Operand as 500000

----Click on Format, select the Back Ground color, Text color

----Click on OK ---- Click on OK

----Again Click on OK

ADDING IMAGES IN WEBI:

Following is a Default Path to recognise the images with the help of URL
[Uniform Resource Locator]

D:\program files(x86)\Business Objects\Business Objects Enterprise 12.0\images

To display images at the required locations---

----Click on Templates tab

----Expand Free Standing Cells

----Add Blank Cell into Reporting Area

----Select Added Blank cell

----Click on Back Ground image from Tool Bar

----Select the Radio Button image from URL

----Name the Image ex: ferner.gif

It will take as boimg://ferner.gif here boimg:// is called as URL.

ADD QUICK FILTERS:

It is one of the Reporting options which is used to Apply Report Filters using
LOV [List Of Values].

List of Values can be created only for Actual Data in the Database and
Report Output. Internally the Quick Filters are applied for Dimensional Objects and
Detailed Objects.

Quick Filters cannot be applied for Measure Objects. As Measure Output is

Summary Information of the Data in Database Tables. As Output Data is different
from Data in the Database Tables, List of Values cannot be created. Hence it
doesn’t support for Quick Filters.
Note: Show/Hide Filter Panel is another Reporting option which is used to apply
the Filters based on all reporting Objects in WEBI Environment. Using this option
we can Add the Filters, we can Edit the Filters or we can Delete unwanted Filters.

While Applying a Filter using Filter Panel we can use Operand Functionality
using a Constant or List of Values. These two Operand types are applicable for
Dimensional Objects and Detail Objects, for Measure Objects we can use Operand
type only in the Constant.

----Click on Show Filter Panel

----Drag the Object into Filtering Area

----Opens the Filter Editor

----Select the Required Filtering Option

----Click on OK

COMBINED FILTERS:

If a Report is Added with more than One Filter Condition to display the
Business Data it is called as Combined Filters.

While Using Combined Filters we can use the \logical Operators AND/OR. In the
Filter Panel Double click on the Logical Operator, changes from AND to OR (or)
from OR to AND.

SHOW/HIDE FORMULA TOOLBAR:

It is a Reporting Option to Display the Formula Editor to apply Business

Calculations.

Insert Column on Left / Insert Column on Right is used to display the Blank
Column on selected column area added with Formula Editor to display the
Business Calculations.

The NEW Columns added in the Report Environment are affected only in Output
Environment. It cannot be used in other Business Calculations.

VARIABLE EDITOR:

Variable Editor is another Reporting option which is used to Add Local

Objects in the Reporting Environment based on calculations applied using other
objects. These objects are displayed in Data Tab to support the calculations applied
on other reporting objects.

ORDER:

It is another Reporting option used, when Two objects are overlapped, then
to send one object Back or Bring Front.

ALIGN BLOCKS AND CELLS:

 It is another Reporting option in WEBI Environment to display the Grids to
control the Alignments using Snap to Grid options.

When Snap to Grid is Enabled each Table/Cell can be placed only to the Corner of
the cell. If Snap to Grid is Disabled the Table object can be placed anywhere in the
Designed Area.

TEMPLATE OBJECTS IN WEBI:

Under Templates Category, Table Templates and Chart Templates are used
in WEBI. Under Table Templates following are Template types:

1) Vertical Table

2) Horizontal Table

3) CrossTab Table

4) FormTab Table

Vertical Table:

This is the default Table used to Display Detailed data for Lower end
Business Requirements. With the help of Breaks and Insert Sum we can display
sub-totals and Grand-total for Bottom Level Reports.

YEAR MONTH NAME SALES REVENUE

2001 JANUARY $1000000
2001 MARCH $500000
2001 AUGUST $800000

Horizontal Table:

It is another type of Template available in WEBI. This output is rotated in

Vertical Table. Here First Column is displayed with Column names and Business
data is displayed from Second Column onwards. This Template is used very rarely
in industries.

YEAR 2001 2002 2003

MONTH NAME FEBRUARY MARCH AUGUST
SALES REVENUE $1000000 $500000 $800000

CrossTab Table:

This Report type is commonly used for Top-Level and Middle Level
management needs. Here First row and First Column is displayed with Dimension
or Detailed Objects and corresponding intersected columns are displayed with
Measure Objects.
 2001 2002 2003
AUGUST $500000 $500000 $300000
APRIL $200000 $300000 $200000
DECEMBER $800000 $400000 $500000

In CrossTab Swap rows and columns is the option used to exchange Column data
into Rows and Rows data into Columns based on Business Requirements. If we
drag the object column area into Row area, column will be swapped automatically.

When Insert Sum option is applied summary is calculated for each row and each
column in the CrossTab.

FormTab Table:

Using this Template, each record is displayed as Form. In each Form First
Column is displayed with Column name and Second Column is displayed with
Business data.

Note: In BO Vertical Table and CrossTab Table are commonly used, other
Templates are mostly not used.

YAER 2001
MONTH NAME JANUARY
SALES REVENUE $100000

YAER 2002
MONTH NAME JANUARY
SALES REVENUE $500000

YAER 2003
MONTH NAME JANUARY
SALES REVENUE $800000

CHART TYPES IN BO (WEBI):

Charts are used for Graphical Representation of Business Performance.

Charts are easily analyzed by Top Level, Middle Level and Lower Level people for
Business Analysis. Based on types of Chart display these are classified as follows:

1) Bar Charts

2) Line Charts

3) Area Charts

4) Pie Charts

5) Radar Charts
Bar Charts:

Using this Chart type X-axis is Displayed with Dimension Object or Detail
Object and Y-axis is displayed with Measure Object. This is commonly used to
display Business Performance at end of Quarter, year etc.

Line Chart:

Using this Chart type each Measure Value in Y-axis is connected as line to
display Business Performance.

Area Chart:

It is extended Line Chart; here each Measure Value is projected towards

X-axis and Filled with Area.
Pie Chart:

This Chart type is commonly used in every industry to display Business

share of the Business based on Dimension Object Values.

Radar Chart:

Here Measure Objects are displayed in Circular Direction based on values in

Dimension Object. From the centre of Charts Radial Analysis can be done by
Organizations.
DRILL CONCEPTS:

Drill is a Reporting Option in WEBI, which is used to Enable Drill options in

Reporting Environment. If Custom Hierarchies are created; Drill options depends
on the Hierarchy Objects defined in Universe. Without using Custom Hierarchies
Drill options are Enabled based on objects Arrangement in the Class Panel as
Default Hierarchies.

When Drill Options are Enabled, Data Hyperlink is used to call next level report as
Drill Down.

FAQ: What is Drill Down, Drill Up and Drill By in BO Reporting?

Ans: Drill Down is used to Communicate to next Level report based on Hierarchy
Order defined in Universe.

If the Cursor is moved into Next Level Report, then Drill Up and Drill By options are
Enabled in Reporting Environment.

Drill Up is used to Communicate with Previous Level Report.

Drill By is used to Communicate with any Level Report from any Level based on
Drill Hierarchies accessed in Reporting.

Drill Up and Drill Down refers to Hierarchies Order define in Universe.

Drill By uses the Buffer Area of the Report which is used in Output Environment to
Communicate with Required Level Report.

Note:
when Drill options are Enabled, Drill Filter Area is displayed in Reporting
Environment. Using Drill Down options, Drill Filter Values is displayed in Drill
Filtering Area. By changing the Drill Filter conditions there is a Scope for
comparing each Drill Filter Output. This comparison of the Reports is called as
Scope Of Analysis.

SNAP SHOT:

It is the Sub option of Drill to Copy the Current level report as document in
the same reporting Environment.

SHOW/HIDE REPORT FILTER TOOLBAR:

Using this Option WEBI controls the Display of Drill Filter area in Reporting
Environment.

FREE-STANDING CELLS:
 1) BLANK CELL: Using this insertable Object, we can Add user defined text ot
the Background images in the required Area.
2) DRILL FILTERS: It is another insertable Object used to Display the Drill
Filter Condition Values in the Document Area. For this option Drill option is
Mandatory
3) LAST REFRESH DATE: It is another insertable Object used to Display
Refresh Date and Time of the Current Document.
4) DOCUMNET NAME: It is another insertable Object used to display the Saved
document Name in Reporting Environment.
5) QUERY SUMMARY: It is another insertable Object used to display Query
properties and Query definitions in Reporting area. A query property
includes the name of Universe, Last Refresh date, Late execute Duration,
Number of Rows affected and Query definition includes the List of Reporting
columns and possible Scope of Analysis Columns.
6) PROMPT SUMMARY: It is another insertable Object used to display Query
Filters Prompt information in Reporting Environment. Prompt Filter Option
must be Enabled first to use this option.
7) REPORT FILTER SUMMARY: It is another insertable Object used to Display
Report Filter Values applied in Reporting Environment.
8) PAGE NUMBER CELLS: This option is used to display the Page number,
Total Number of Pages or Page number/Total Number of Pages in document
Environment.

PROPERTIES WINDOW:

When ever a Template Property has to be Displayed or the Properties has to

be changed, use the Properties window.

Ex: To display values in Pie chart

----- Select the pie chat in Reporting Environment

----- Click on Properties Tab

----- Expand Data Options

----- Select the check box Show Data

----- If required, Select the check box Show as Percentages.

TRACK OPTIONS:
 It is a Reporting option introduced from BOXI-3.0 to compare the source
data in Database table with values in Reporting Environment. If any changes in
report output and values in the Database are affected in output environment.
Using Activate Data changes it enables Data Tracking options. After activating we
can use data tracking options as Dimension object value changes/Detail value
changes or Measure value changes.

PURGE OPTIONS:

Using this Reporting options the Data in report Environment is Deleted

Permanently and does not Allow Data to be redisplayed in Output page. Only for
One time we can apply Purge in a Report.

EDIT QUERY:

Using this Reporting option we can Re-Edit the Query which is added in
Report output. It opens Edit query Definitions to Customise the Existing query.
When New objects are added these are added under DataTab, can be used as new
column in the report output by adding corresponding cell area.

Note:

WEBI: Web Intelligence

Rich Client (Local Reports/ cane be Exported)

Info View Concept (Global Reports which are Saved directly in

WebServer)

*** If WEBI Reports are created in Info View Environment these are Saved Directly
in BO Reporting Document Domain Area as Sharable Documents. Where as if the
Reports are created using Rich Client these are Saved in Local Systems as Local
Reports. We need to depend on Export options to migrate Rich Client reports into
BO Repository as Sharable Documents.

For Exporting

----Click on File menu in Rich Client.

----Export to CMS (Central Management Server)

----Select the Required Folder

----Click on Export.

If the Export is Successful ----Click on Close

Use the following Navigations to create WEBI Documents using Info View.

----Click on Start Menu

----Programs

----Business Objects XI 3.1

----Business Objects Enterprise

----Business Objects Enterprise Java Info View

----Enter BO Login information

----Click on Logon

----Click on New Menu

----Web Intelligence Document

----Click on required Universe

Opens Business Objects Query Panel

----Drag the Required objects into Resulting Area.

----If required Add Query Filters

----Click on Run Query-------Displays the Output

----Save the Document

----Select the Required Folder under BO Repository.

*** WEBI Documents in Info View Environment depends on only the Universe to
create the Documents. Whereas Rich Client can use Local Databases or Universes,
to create the Document.

Creating WEBI Reports using Rich Client for Local Databases:

----Open Rich Client

----Click on Create New Document

----Click on Browse for more Data Sources

----Select the Radiobutton Local Data Source

----Click on Next

----Click on Browse and Select the Required source file.

----Click on Open

----Select the Data Separator as , [ comma], Text Delimiter as NONE and select
the Check box First Row contains columns name

----Click on Next
Opens Create Query panel

----Select the Required Object and Select Required Qualification based on Output
Requirements

----Click on Run Query

*** Info View Environment is not only supporting report development, it also
supports Job Scheduling. Use following Navigations to apply the Scheduling
concepts:

----Open Info View

----Click on Document list

----Expand Public Folders

----Select the Required Package (folder)

----Right Click on the Report to be Scheduled

----Click on Schedule

----Click on Recurrence

----Select the Run Object as now, once, hourly, daily etc., based on Business
Requirements

----Select the Required Start Date and End Date options.

----Click on Format and Destinations

----Select the Required output format as WEBI documents or Microsoft Excel or

Adobe Acrobat

----If a Huge Data had to be Exported in Scheduling options Select the

Corresponding Cache types and Click on Schedule.

CRYSTAL REPORTS
CRYSTAL REPORTS are from Seagate Company.(Seagate Crystal Reports)

In 1998 Seagate Merged with Microsoft

1998+Microsoft---VB 6.0 with Crystal Reports (very popular in Reporting)

In year 2000, BO Company was taken over Seagate Crystal reports.

Then they Released BO XI (version 11) with Release 2.

Then in 2004 BO with Crystal Reports was taken over by SAP Company.

BO XI R-3 is released in year 2008.

Crystal Report is the Reporting Environment added with FIVE reporting areas.

1) Report Header.
2) Page Header.
3) Detail (Body Area)
4) Report Footer.
5) Page Footer

Report Header: This area is affected in First Page starting area. Commonly
company Heading Information, Company Logo, Bond page Heading information etc,
are displayed only in Report Header Area.

Page Header: This is the Heading area of every page. If Metadata information has to
be printed in each page, this can be used.

Detail: Continuous text in each page of the Business data/Document is called as

Detail area.

Report Footer: This area is end of all data affected in Last page. This area is
commonly used to give conclusion information of the Document.

Page Footer: This is the Bottom area of every Document affected in each page. This
can be used to Print page number, Address information, Website information etc.

****** In Crystal Reports we can create 5 types of Documents.

1) Blank Report.
2) Standard Report Wizard.
3) Mailing Labels.
4) CrossTab Report Wizard.
5) OLAP Cube Report Wizard.

Blank Report: This is Empty page which can be used to Design Document or
Templates. Commonly we use for Template Designing.

Standard Report Wizard: This Report type is used for Generating the Business
Documents using pre-defined templates of user defined templates. If Detailed
Documents has to be Created then this Report type is commonly used.

Mailing Labels: This Report type is used to Print Address information using
Specified Mailing Label Types.

CrossTab Report Wizard: This Report type is used for Generating CrossTab Reports
with Chart Types to Display summary information reports for Top-Level
Management needs or Middle-Level Management needs.

OLAP Cube Report Wizard: This Report type is designed to create the CrossTab
reports with built in Drill-Down and Drill-Up concepts using Source BW systems,
Hyperion and Microsoft Reporting.
Use following Navigations to create Crystal Reports using the Source efashion

----- Click on Start Menu

-----Programs

-----Crystal Reports 2008

-----Click on Crystal Reports 2008 --Application

-----Click on Report Wizard

-----Expand Create New Connection

-----Expand Universe

-----Enter BO Login information

-----Click on Ok

-----Select the Source Universe

-----Click on Open

-----Drag the Required Objects into Reporting Area

-----Click on Ok

Internally Crystal Reports create a Query, Drag the Query as Selected Table

-----Click on Next

-----Drag available fields into Fields to Display

-----Click on Finish

Note: While Saving the Documents these are Saved with Extensions .rpt in Local
Systems.

Creating the Crystal Reports for the Source Oracle Databases:

----- Click on Crystal Reports 2008 --Application

-----Click on Report Wizard

-----Expand Create New Connection

-----Expand Oracle Server

Service: Oracle

User id: Scott

Password: tiger

Give the Login Details.

-----Click on Finish

-----Expand the Scott Schema

-----Drag the Tables emp and dept into selected Tables Area.

-----Click on Next

-----If the relations are Auto Generated click on Next

If the relations are not generated drag the required column of One table with
the corresponding column of Second Table.

-----Click on Next

-----Drag the Required Reporting columns into Fields to Display Area.

-----Click on Finish

Creating a Crystal Report using Source SQL Server:

----- Click on Crystal Reports 2008 --Application

-----Click on Report Wizard

-----Expand Create New Connection

-----Expand OLEDB

-----Select the provider Microsoft SQL Server Provider for SQL Server

-----Click on Next

-----Enter the Login Information

Service: ABC (system name where SQL server is running)

User id: sa

Password: sa

Database: GOSL

-----Click on Next

-----Click on Finish

-----Expand the GOSL Database

-----Drag the required Table Country into selected Tables Area.

-----Click on Next

-----Select the Required Columns....COUNTRY_CODE, COUNTRY_EN,

COUNTRY_FR, COUNTRY_GE
-----Drag the Required Reporting columns into Fields to Display Area.

-----Click on Finish

Creating the Crystal Reports using User Defined SQL Statements:

----- Click on Crystal Reports 2008 --Application

-----Click on Report Wizard

-----Expand Create New Connection

-----Expand Oracle Server

Service: Oracle

User id: Scott

Password: tiger

Give the Login Details.

-----Click on Finish

-----Drag ADD COMMAND into Selected Tables Area

-----Opens SQL Query Editor

Enter the User Defined SQL

SELECT EMPNO, ENAME, JOB, SAL FROM EMP.

-----Click on Ok

-----Click on Next

-----Drag the Available Reporting columns into Fields to Display Area.

-----Click on Finish

DATABASE EXPERT:

It is a Reporting Option in Crystal Report to Support Multiple Database

Integration, adding the new Tables into Existing Reporting Environment or adding
new Queries into Existing Environment.

Ex: Query Merging in Crystal Report

If Two Tables are from different Databases, apply Data Merging Concepts
using Query Merging
-----Open Crystal Report with Report Wizard

-----Using Oracle Server Connections......Drag Add Command

-----Using Add Command ---generate SQL Statement

SELECT * FROM DEPT;

-----Click on Ok

-----Click on Next

-----Drag all Available Fields as Fields to Display

-----Click on Finish

-----Click on Database Expert

Opens the Connections Information Screen

-----Expand OLEDB using the Provider Microsoft OLEDB Provider for SQL Server

-----Click on Next

-----Give Login Information

Service: ABC (system name where SQL server is running)

User id: sa

Password: sa

Database: GOSL

-----Click on Next

-----Click on Finish

-----From Database Drag the Table SQLEMP into Selected Tables.

-----Click on Ok

-----From SQLEMP Table drag DEPTNO into DEPTNO of user defined table from
Oracle.

-----Click on Ok

-----It Prompts a Message---Click on Ok

-----Click on Field Explorer

-----Expand Database Fields

-----Expand SQLEMP Table

-----Drag the Required Columns into Details Sections

-----Click on Refresh

We can get the Data from two different Database Tables

GROUP EXPERT OPTIONS IN CRYSTAL REPORTS:

This Reporting option in Crystal report is similar to insert Break options in

WEBI. Based on the reporting columns selected each repeated Data is displayed as
separate Blocks in Crystal Report output environment. Based on Group Expert
options we can create the Book Marks, Sub Totals at the end of each block and also
Grand Totals.

-----Create a Crystal Report using Standard Report Wizard with objects YEAR,
MONTH NAME, and SALES REVENUE.

-----Select the output column YEAR.

-----Click on Group Expert from Tool Bar.

-----From available fields select the reporting column YEAR as the Group column.

-----Click on OK

To apply Sub-Totals in crystal reports

-----Select on Insert Summary

-----Select the Aggregated function as SUM.

-----To display as Sub-Totals select the Summary Location Group#1

-----Click on Ok
when Sub-Totals are applied only Sub-Totals are displayed at the end of
each group. To Display the Grand Totals we need to apply one more Insert
Summary.

To Create the Book Marks use the following Navigations:

-----Save the Crystal Report First.

-----Click on File Menu

-----Export

-----Export Report

-----Select the Output Format as PDF, destination location as Disk File.

-----Click on Ok

-----By default All pages are Selected.

-----Select the Checkbox Create BookMarks from Group Tree.

-----Click on Ok

-----Name the Output file

-----Click on Save

SUB REPORTING OPTIONS IN CRYSTAL REPORTS:

-----Create a Crystal Report using DEPT Table and all Table Columns

-----Save the Report

-----Create another Crystal report using Oracle Emp Table

-----Add the required Business Columns as Fields to Display

-----Click on Finish

-----Click on Insert Sub-Report to add one report output data into another report

-----Select the Radio button Choose on Existing Report

-----Click on Browse and select the report DEPT and Click on Open

-----Click on Ok

----Place the Cursor in Page Header area

-----Click on Refresh

ON DEMAND SUB-REPORTS:

It is a sub option in Insert Sub-Report to display the Sub-Report as the Hyperlink

URL in the current output based on Action Performed in Hyperlink URL, the Sub-
report output is displayed. To apply this option while inserting sub-report, select
the Checkbox On Demand Sub-Report

FAQ:

Can we add sub-reports in details area.

Ans: Yes, we can add sub-report in detail area. (sub reports can be displayed in
details area) but for every source record, entire sub-report output is displayed.

FAQ: It is possible to apply conditions between the main report and sub-report to
display only the corresponding data in details section.

Ans: Yes, Change sub-report links is the reporting option which is used to apply
Data conditions between sub-report links and main report links.

Navigations:
-----After inserting a sub-report in details section

Right click on sub-report

-----Click on change sub-report links

-----From the current report, Add the common columns as Fields to Links

-----From sub-report Select the corresponding column

-----Click on Ok

-----Click on Refresh Data

FAQ: Is it possible to apply required column color option of the sub-report?

Ans: Yes, Edit sub-report is the option is to apply the Formatting options for Each
column of the sub-report

Format sub-report is another sub-report option which is used to set the sub-report
Back Ground color option and Border color options.

FAQ: If formatting options are applied in sub-reports whether these changes effects
the main report which is added as sub-reports?

Ans: No, if the formatting options are applied in sub-reports this will not affect the
main report which is added as sub-report.

Applying Row Coloring options in Crystal Reports:

Section Expert is a reporting option in Crystal Report which is used to Add Multiple
Areas under each reporting section which can be added with Row Coloring options.

Navigations:

-----Click on Section Expert

-----Select the Details Area

-----Click on Insert

By default two areas are created in Details.

-----Select Details a as first Area

Click on color tab

Select the required Background color and

-----Select Details b as second section

Click on color tab

Select the required Background color.