bi_bobj_300 business objects for power users
DESCRIPTION
BI_BOBJ_300 Business Objects For Power Users. Course Content. Introduction Unit 1 – Business Objects Infoview Unit 2 – Basic Report Design Unit 3 – Modifying Existing Reports Unit 4 – Adding Objects Unit 5 – Query Filters Unit 6 – Creating Queries Course Summary. - PowerPoint PPT PresentationTRANSCRIPT
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BI_BOBJ_300Business ObjectsFor Power Users
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Course Content
• Introduction
• Unit 1 – Business Objects Infoview
• Unit 2 – Basic Report Design
• Unit 3 – Modifying Existing Reports
• Unit 4 – Adding Objects
• Unit 5 – Query Filters
• Unit 6 – Creating Queries
• Course Summary
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Prerequisites and Roles
•Prerequisites
Successfully completed BEX_300 Or CM_BEX_300
Successfully completed BEX_305 Or CM_BEX_305
Course must be on training plan
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Benefits of Business Objects (BOBJ)
•Ability to join different data sources to create ad-hoc reports
•Examples: GRADS, Remedy, FDB, BEx
•Web interface where users can check out reports in their role-based folders, saving their own formatted views of the report
• Interactive-mode, where power users can refresh the data
•After changes to the query have been made
• In the end user reports
•Supports conditional formatting, alerts, and drill-downs
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Terminology
Universe Contains objects mapped to data in the database; may be created from various data sources
Classes Logical groupings of objects that map to data in the database
Dimensions Retrieves data, typically character-type
Details Provides descriptive data about the dimension
Measures Retrieves numeric data resulting from calculations on data in the database
Query Filter Predefined filter that restricts the information retrieved from the database
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Unit 1
Business ObjectsInfoview
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Unit 1 – Business Objects Infoview
• How to Access
• Using Infoview
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Business Objects Software Needs
• myReports tab on myUK portal
Same Power User access as for BEx-Analyzer
Received after passing BI_BOBJ_300 assessment
• Business Objects Infoview local client
Check with your IT support to load software
Call Customer Service tech support at 7-5599, if you are
unsure of who your IT person is
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How to Access – In Production
• Log on to the myUK
portal
• Click on myReports
Disclaimer: You will not have the Power User functionality until you pass your assessment and course credit has been processed
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How to Access – In Production
• Click on Options and
select Open in New
Window
Provides larger
viewing area
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How to Access – In Production
• When Business Objects
InfoView opens, click
Document List
Use either the menu or
the toolbar
Contains the reports to
which you have access
• Click Yes when the
Security Information
box appears
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Business Objects - Infoview
• Favorites folder is the default folder
Contains all the reports you create and modify
Other Power Users can not access reports here
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Business Objects - Infoview
• You will be able to see the title, type, and owner of the
report
• You also can search for title of a report
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Business Objects - Infoview
• To view other reports, click on the Expand icon to the left
of Public Folders or double-click on the folder
BW role determines access to folders
• Double-click on the appropriate folder to display the
reports
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Business Objects - Infoview
• To open a report, double-click on it
• A system message may display
letting you know that the
document is being retrieved
(processed)
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Reports
• Are created using universes
Example:
ReportReport
UniverseUniverse
BEx QueryBEx Query
BEx InfocubeBEx Infocube
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Business Objects - Infoview
• Left side – Navigation Map
• Right side – Report details
• To view any prompts (variables), click User Prompt
Input
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Business Objects - Infoview
• Left side – User Prompt Inputs (Variables)
• Right side – Report details
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Displaying Reports
• To display an existing report, open the report
• Displays report with the most recent refresh date
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Exercise 1.1
•Displaying a Report
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Summary
• How to Access
• Using Infoview
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Unit 2
Basic ReportDesign
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Unit 2 – Basic Report Design
• Report Design
• Edit Report Screen
• Report Manager
• Grids
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Report Design
• Report format can consists of:
One or more reports
Similar to multiple worksheets in an Excel file
One or more blocks
Table, cross tab, form, or chart
Returned Data
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Edit Report Screen
• To make changes to the report use the Edit Report
screen
• After running the report, click on Edit
• When the screen displays, the Edit Report button will
be highlighted
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Edit Report Screen
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Report Manager – Data Tab
• Allows viewing the data
objects available in a
document
Organized alphabetically
(default)
Recommended to
arrange by query
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Report Manager – Template Tab
• Allows adding and changing
the type of blocks in a report
by dragging and dropping
templates
• Also provides templates for
adding:
Last Refresh Date
Page Number
Page Number/Total Pages
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Report Manager – Map Tab
• Allows viewing and
navigating through reports
and sections in document
• Click on Structure to view
the structure of the report
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Report Manager
• Properties Tab
Allows formatting the report and
blocks within the report
Click on a part of the report to
view its properties, i.e., table,
cell, title, header, etc.
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Report Manager - Thumbtacks
• Used to keep the Report
Manager displayed
• Click on the thumbtack to
collapse the Report
Manager
• Click on one of the Report
Manager buttons to open
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Report Manager
• Simple to configure how the tabs display
• Use the Configure Views icon
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Report Manager
• Data tab in front of other tabs
(default view)
• Properties tab below Data
tab
Allows both tabs to be viewed
simultaneously
Tabs become clickable
buttons
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Report Manager
• Data tab on left,
Properties tab on right
• Collapsing Report
Manager as vertical
toolbar
• Tabs become
clickable buttons
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Grids
• Use grids to line up report features, such as the
title, graphs, charts, tables, etc.
• Click on Show User Settings icon
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Grids
• Can
Change the measurement unit
Show grid
Snap to grid
Change grid spacing
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Grids
• Select your settings and
click OK
• Grid displays in
background of report
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Summary
• Report Design
• Edit Report Screen
• Report Manager
• Grids
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Unit 3
Modifying Existing Reports
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Unit 3 – Modifying Existing Reports
• Edit Report Mode
• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data
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Edit Report Mode
• Provides access to change the report including
Format changes
Sorting data
Adding/deleting/rearranging columns
Refresh data
Using free standing cells
Adding breaks, graphics
Tracking data changes
Access to Edit Query mode
• Not all functions above taught in this course
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Using Save As
• Remember! Use the Save As functionality if you are
changing an existing report
Ensures that you do not make changes to another
person’s report
• Two ways to save
Save As
Save to my computer As
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Using Save As
• To save the report in BOBJ, click on the drop-down icon
to the right of the Save icon and select Save As
• To drop the report on your computer in Excel or pdf
format, click on Save To My Computer As
Cannot upload back to Business Objects
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Using Save As
• Click on My Favorites folder
• Enter the new name for the report in the Name field
Important! Use the Business Objects Naming
Standards
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Using Save As
• Click on Advanced to change the description of the
report
• Change the Description field
Include the universe name in the description
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Using Save As
• Enter keywords
including
universe name
and AD/MC User
ID
• Recommended to
not select
Refresh on
Open
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Using Save As
• Click OK
• After saving, the new name will display in the report
window header
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Rearranging Columns
• To rearrange columns, click on column heading an hold
down the mouse button
• Move the column to the new location and release the
mouse button to drop the column
Note: As you move the column heading, the system will
highlight possible “drop sites”
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Rearranging Columns
• Column will display in its new location
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Titles and Headings
• Consist of a formula
Ex. Funds Center Balances: Budget vs Actual
=“Funds Center Balances: Budget vs Actual”
Ex. Funds Center Key
=NameOf([Funds Center Key])
• Can be changed easily using the Formula Editor
toolbar
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Title or Heading Changes
• To change the title of the report or a column heading,
click on it
• Click Show/Hide Formula Editor
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Title or Heading Changes
• When the Formula Editor toolbar displays, make the
change
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Title or Heading Changes
• Should start with an Equals sign (=)
• Keep descriptive words between double quotes “ “
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Title or Heading Changes
• May contain formula functions, such as NameOf
Click on Formula Editor to display more functions
• May contain data object strings
Contained within brackets and parentheses
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Title or Heading Changes
• After making the change, click on Validate
If Enter is pressed instead of Validate, a system
message may display, click No, and then click on
Validate
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Title or Heading Changes
• Change will display
• Formatting may need to be adjusted
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Remove Objects
• To remove an object (column/field), click on the column
heading
• Drag and drop object on the Data tab
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Remove Objects
• Removed object no longer displays
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Refresh Data
• To refresh the data in the
report, click on Refresh
Data
• If you have set a filter to
require a response by the
user, a prompt for the filter
will display, and the user
will need to respond unless
the filter has been set as
optional
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Refresh Data
• To choose new values, click
on Refresh Values
• Choose the new values by
either:
Clicking on the value in the
left window and clicking on
the Add icon
Double-clicking on the value
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Refresh Data
• After choosing new values or
to use current values, click on
Refresh Data
• Retrieving data system
message displays
Note: Length of time to
run the query will depend
on how much data is being
requested and how busy
the system is at the
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Refresh Data
• Query will display in a new document with the new
refresh date
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Document Properties
• Use to edit query description and set properties
such as refresh on open, enhanced viewing, and
report tab order
• Right-click on document and select Document
Properties
Must be on box, not on data
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Document Properties
• Document
Information displays
(to the right of
document)
Created by
Modified by
Creation Date
Name
Description
Keywords
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Document Properties
• Default settings include
Refresh On Open
Recommended to not use due
to potential time issues for
end users
• Report Order
Can set the order of report
tabs
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Table Properties
• To set properties on
a table, either
Click to select the
whole table
Right-click on the
table and select
Edit Format
Select either Cell,
All table cells,
or Table
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Table Properties
• Can set various properties
for the table, such as
Autofit Width
Autofit Height
Wrap Text
Merge Cells
Text Formatting
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Exercise 3.1
•Modifying a Report
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Summary
• Edit Report Mode
• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data
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Unit 4
AddingObjects
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Unit 4 – Adding Objects
• Edit Query Screen
• Data Provider
• Results Objects
• Query Filters
• Adding Objects
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Edit Query Screen
• To add objects to the report, move into edit query
mode by clicking on Edit Query
Note: This process might take a few seconds depending
on report size
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Edit Query Screen
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Data Provider
• Contains three different
types of objects
grouped into classes
Dimensions
Details
Measures
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Data Provider
• Classes
Logical groupings of objects that map to data in the
database
• Dimensions
Retrieves data – typically character-type
Examples: Company Code, GL Account, etc.
Note: if using a BEx universe, most details will be
found under the L01 dimensions, not the L00
dimension. If a class contains L00 dimensions, it is due
to hierarchies in BEx , such as cost centers.
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Data Provider
• Details
Provides descriptive data about the dimension
Example: Prime Vendor dimension has the details
Prime Vendor Street Name, Prime Vendor
Region, etc.
• Measures
Retrieves numeric data resulting from calculations
on data in the database
Examples: Amount in FM Area Currency, Capital
Expenditures, Current Expenditures, etc.
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Data Provider
• Query Filter
Predefined filter that restricts the information
retrieved from the database
May prompt the user to select a value before
proceeding
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Result Objects
• Displays the objects chosen for the query
• Objects can be
Added from the Data Provider frame
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Query Filters
• Displays the filters used in the query
• Can consist of
Constant
Directly chosen from a list
Prompted
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Adding Objects
• Add objects to the Results Objects frame using
one of the following methods:
Drag and drop the object
Double-clicking on the object
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Adding Objects
• Once objects are in the Result Objects frame,
rearrange them by dragging and dropping
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Adding Objects
• When finished, click on Run Query
• If prompt window displays, either choose the new value
or click Run Query
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Adding Objects
• System message displays while the data is being
retrieved
• Notice that the new objects are listed in the Data list,
but not in the report
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Adding Objects
• To add the object to the report, drag and drop it to the
location where it should be placed
Note: Drag and drop as you did when rearranging fields
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Adding Objects
• Added objects will display
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Exercise 4.1
•Adding Objects
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Summary
• Edit Query Screen
• Data Provider
• Results Objects
• Query Filters
• Adding Objects
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Unit 5
QueryFilters
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Unit 5 – Query Filters
• Query Filters
• Value Lists
• Using Prompts
• Complex Filters
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Query Filters
• Consists of three elements
Object on which you want to filter data
UK Fiscal Year/Period Key
Operator used to show the relationship between the
object and operand
Equal to
Operand (values) used for filtering
V6/004/2009
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Query Filters
• Place the object in the Query Filters frame
• Use the Operator Drop-down icon to select the
operator
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Query Filters
• Enter the operand (value) by typing it into the
Operand field or using the Drop-down List icon
and selecting one of the following:
Value(s) from list – choose the value(s) from a list
Prompt – the user of the report will enter the value
Constant – enter a value (not recommended)
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Query Filters – Values List
• If selecting from a value list, the List of Values
window will open, displaying the values for the
object
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Value List
• Select the value by either double-clicking on it or
highlighting it, then clicking on the Add icon
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Value List
• When making a different selection from the value
list, refresh the value list by clicking on Refresh
Values
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Using Prompts
• If prompting user for value, click on the Prompt
Properties icon
• Prompt property settings include:
Prompt text
Prompt with list of values
Keep last values selected
Select only from list
Optional prompt
Set default values
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Using PromptsOption Definition
Prompt Text Will default to “Enter value(s) for (object name):”; User can change default
Prompt with List of Values
Displays all values for the object; Allows user to select desired values
Keep last values selected
Defaults to last value(s) selected by user on the previous refresh; User can change the value or refresh using the last selection
Select only from list
Prevents users from typing values that do not exist in the database
Optional prompt
Allows users to refresh the document without the need to enter a response to the prompt or by entering a partial response to the promptNote: If no response is entered, the filter is not applied
Set default values
Defines the default value(s) that appear in the prompt; can be defined by entering value(s) into the Type a value field or choosing the value(s) from a listBI_BOBJ_300 Business Objects for Power Users v6
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Using Prompts
• Tips
When the prompt is for a date, do not select
Prompt with List Values if you want the user to
see the popup calendar
Be careful using optional prompts display a dialogue
box to inform users if a value is not entered, the
filter will not be applied
Prompt with List of Values does have a limit, so
all values may not show
• Two types of complex filters
AND operator – returns values that are true for both
(all) filters
OR operator – returns values if either filter is true
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Complex Filters
FilterA
data
FilterB
data
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Complex Filters
• With two or more filters in the query, an AND
operator automatically created
• Can be switched by double-clicking on the
operator
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Complex Filters
• With more than two filters, priorities must be set
Accomplished by positioning and grouping the filters
• To group filters together, drag and drop one filter
on top of the other filter
Double-click on the operator to switch between AND
and OR
• Brackets will denote the filter groupings
Filters by top down and left to right
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Complex Filters
• Examples
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Exercise 5.1
•Creating a Query Filter
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Summary
• Query Filters
• Value Lists
• Using Prompts
• Complex Filters
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Unit 6
Creating Queries
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Unit 6 – Creating Queries
• Creating Queries
• Document Properties
• Report Property Options
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Creating Queries
• From main Infoview
menu screen
To create a new query,
click on the New drop-
down icon and select
Web Intelligence
Document
Double-click on the
universe you want to use
Only see universes for
which you have access
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Creating Queries
• To create a new query
from Edit Report screen
Click on the New icon
When the system
message appears, click
Yes
If you have not saved any
changes on the current
document, click No, save
the changes first
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Creating Queries
New query will open using the same universe as the
previous query did
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Exercise 6.1
•Creating A Query
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Summary
• Creating Queries
• Document Properties
• Report Property Options
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Power User Help Websites• myHelp website:
http://myHelp.uky.edu/rwd/HTML/BW.html
Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, BW Frequently Asked Questions, and other job aids
• IRIS website
http://www.uky.edu/IRIS/BW/
Contains Documentation, Assistance & Support, and other references
• For questions or assistance contact:
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Course Summary
• Understand Business Objects Infoview functionality
• Display a report
• Understand Edit Report screen
• Modify an existing report
• Understand Edit Query screen
• Add new objects to query
• Create query filters
• Create a new report
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BI_BOBJ_300 Assessment
• To complete the assessment
Follow the instructions for creating report
Will need BOBJ software on your computer
Check with your IT support to load the software
Be sure to use BOBJ Naming Standards!
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