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WEB INTELLIGENCE: REPORT DESIGN I
eLearning de Academia SAP BI Reporting with BW 7.4 & BI 4.1
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CONTENIDO
Cap 1: Information and Web Intelligence .......................................................................................................... 7
Getting the Right Information to Make Decisions .......................................................................................... 7
Data Sources and Web Intelligence Documents ............................................................................................ 7
The Semantic Layer ........................................................................................................................................ 7
Quick and Easy Access to Information............................................................................................................ 8
Web Intelligence Querying ............................................................................................................................. 9
Web Intelligence Reporting .......................................................................................................................... 10
Reports Analyzing ......................................................................................................................................... 10
SAP BusinessObjects Business Intelligence Platform ................................................................................... 11
The BI Launch Pad Features.......................................................................................................................... 11
Cap 2: Web Intelligence Documents with Queries ........................................................................................... 12
The Query Process Flow ............................................................................................................................... 12
Universes, Objects and Data......................................................................................................................... 13
Smart Universes............................................................................................................................................ 14
Web Intelligence Rich Client Application ..................................................................................................... 15
Web Intelligence Document ......................................................................................................................... 16
Document Saving .......................................................................................................................................... 17
Data Projection ............................................................................................................................................. 19
Aggregation of Data ...................................................................................................................................... 20
The Query Panel ........................................................................................................................................... 21
Edit Toolbar .................................................................................................................................................. 21
Results Objects Panel ................................................................................................................................... 22
Query Filters Panel ....................................................................................................................................... 22
Modify Query Properties .............................................................................................................................. 23
Properties tab page ...................................................................................................................................... 23
SQL Viewer ................................................................................................................................................... 25
Cap 3: Data Return Restrictions from QueriesCurrent Instructional Element ................................................. 26
Query Filters ................................................................................................................................................. 26
Components of a Query Filter ...................................................................................................................... 26
List of Operators ........................................................................................................................................... 26
Types of Query Filters ................................................................................................................................... 28
Query Modification ...................................................................................................................................... 28
Single-Value Query Filter .............................................................................................................................. 29
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Single-Value Query Filters ............................................................................................................................ 30
Wildcards in Query Filters ............................................................................................................................ 31
Prompted Filters ........................................................................................................................................... 32
Prompted Query Filter Creation ................................................................................................................... 32
Parameter Properties ................................................................................................................................... 33
Prompts Dialog Box ...................................................................................................................................... 34
Prompt Query Filter Modification ................................................................................................................ 35
Logical Operators for Multiple Conditions ................................................................................................... 35
Filter Operators ............................................................................................................................................ 36
The AND Operator ........................................................................................................................................ 37
The OR operator ........................................................................................................................................... 38
Operator Prioritization ................................................................................................................................. 38
Cap 4: Web Intelligence Document Design ...................................................................................................... 39
Components of a Web Intelligence Document ............................................................................................ 39
Reports Viewing in a Document ................................................................................................................... 39
The Web Intelligence Rich Client Reporting Interface.................................................................................. 39
Application Modes........................................................................................................................................ 40
Data Mode .................................................................................................................................................... 40
Reading Mode .............................................................................................................................................. 40
Web Intelligence Application Structure ....................................................................................................... 42
Side Panel Views ........................................................................................................................................... 42
Side Panel in Web Intelligence Modes ......................................................................................................... 43
User Preferences .......................................................................................................................................... 44
Web Intelligence Rich Client General Preferences ....................................................................................... 44
Selection of Default Folders and the Microsoft Excel Format ...................................................................... 44
Web Intelligence Rich Client Viewing Preferences ....................................................................................... 45
Web Intelligence Rich Client Locale Preferences ......................................................................................... 45
Web Intelligence Rich Drill Preferences ....................................................................................................... 46
Drill Options .................................................................................................................................................. 46
Proxy Options ............................................................................................................................................... 46
Document Summary ..................................................................................................................................... 48
Reports Addition........................................................................................................................................... 50
Tables ........................................................................................................................................................... 50
Display Modes .............................................................................................................................................. 51
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The Design Display Mode ............................................................................................................................. 51
Vertical Tables .............................................................................................................................................. 52
Table Format ................................................................................................................................................ 53
Table Addition .............................................................................................................................................. 54
Table Copy .................................................................................................................................................... 55
Tables Deletion ............................................................................................................................................. 56
Free-Standing Cells ....................................................................................................................................... 56
Prompt Cell ................................................................................................................................................... 57
Charts ........................................................................................................................................................... 59
Line Charts .................................................................................................................................................... 60
Pie Charts ...................................................................................................................................................... 60
Point Charts .................................................................................................................................................. 60
Bar Charts ..................................................................................................................................................... 60
Radar Charts ................................................................................................................................................. 60
Chart Creation .............................................................................................................................................. 61
Chart to Table Conversion ............................................................................................................................ 62
Cap 5: Presentation of Data in Documents ...................................................................................................... 63
Breaks ........................................................................................................................................................... 63
Ways to Add Breaks ...................................................................................................................................... 64
Calculations .................................................................................................................................................. 64
Sort Orders ................................................................................................................................................... 65
Uses of Various Sort Orders ......................................................................................................................... 66
Sorts and Breaks ........................................................................................................................................... 66
Complex Sorting ........................................................................................................................................... 67
Hidden Data .................................................................................................................................................. 68
Break Headers and Footers .......................................................................................................................... 70
Multiple Break Headers and Footers ............................................................................................................ 70
Break Formatting .......................................................................................................................................... 71
Multiple Breaks Prioritization ....................................................................................................................... 72
Cross Table Format ....................................................................................................................................... 72
Report Data Filters........................................................................................................................................ 73
Types of Report Filters .................................................................................................................................. 74
Ranking ......................................................................................................................................................... 76
Conditional Formatting Rules ....................................................................................................................... 77
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Create and Activate a Conditional Formatting Rule ..................................................................................... 78
Multiple Condition Formatting Rules ........................................................................................................... 80
Sections ........................................................................................................................................................ 80
Report Data Display ...................................................................................................................................... 82
Cap 6: Web Intelligence Document Formatting ............................................................................................... 84
Document Formatting .................................................................................................................................. 84
Dynamic and Background Images ................................................................................................................ 84
Table Formatting .......................................................................................................................................... 85
Cell Formatting ............................................................................................................................................. 86
Formatting Currency..................................................................................................................................... 87
Section Formatting ....................................................................................................................................... 87
PDF and Printing ........................................................................................................................................... 88
Best Practice for Formatting Bar Charts ....................................................................................................... 88
Cap 7: Data Calculation .................................................................................................................................... 90
Formulas ....................................................................................................................................................... 90
Variables ....................................................................................................................................................... 90
Formulas and Variables ................................................................................................................................ 91
Variable Modification ................................................................................................................................... 93
Cap 8: Drilling Functionality.............................................................................................................................. 94
Web Intelligence Data Cube ......................................................................................................................... 94
The Scope of Data Analysis ........................................................................................................................... 95
Hierarchical Levels Below Year ..................................................................................................................... 96
Drillable Documents ..................................................................................................................................... 96
Drill Activation .............................................................................................................................................. 97
Cap 9: Web Intelligence Documentation Management ................................................................................. 100
Web Intelligence Document Publishing ..................................................................................................... 100
Folders and Categories ............................................................................................................................... 100
BI Launch Pad Logon ................................................................................................................................... 101
The Home Page........................................................................................................................................... 102
Document Creation and BI Launch Pad Preferences .................................................................................. 102
Document Storage Areas ............................................................................................................................ 103
Folders and Categories in the BI Launch Pad ............................................................................................. 104
Documents Search ...................................................................................................................................... 104
Web Intelligence document display ........................................................................................................... 105
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Saving of Web Intelligence Documents ...................................................................................................... 105
Printing a Web Intelligence Document....................................................................................................... 106
Sharing of Web Intelligence Documents .................................................................................................... 107
Sharing Beyond Web Intelligence ............................................................................................................... 107
Right to Left Reading and Logic .................................................................................................................. 108
Preferences and Settings ............................................................................................................................ 109
Web Intellingence Viewing Settings ........................................................................................................... 110
Web Intelligence Preferences .................................................................................................................... 110
BI Launch Pad Session Closure ................................................................................................................... 110
Preguntas Post- Assessment .......................................................................................................................... 111
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CAP 1: INFORMATION AND WEB INTELLIGENCE
GETTING THE RIGHT INFORMATION TO MAKE DECISIONS
You need to access information using your everyday business vocabulary without having to understand the
technical details of information storage. Once you have analyzed this information, you need to be able toshare it with your colleagues.
Web Intelligence allows business users to access and analyze corporate data from various data sources both
online and offline. Business users can also share data and insights with colleagues, customers, and partners
over intranets and extranets.
DATA SOURCES AND WEB INTELLIGENCE DOCUMENTS
You can use the Web Intelligence Rich Client, a standalone Microsoft Windows application that can be
installed on your computer. The Web Intelligence Rich Client lets you continue to work with WIDs when you
are unable to connect to the BI launch pad, when you want to perform calculations locally rather than on
the server, and when your organization chooses to deploy Web Intelligence without installing SAPBusinessObjects Business Intelligence platform servers or an application server.
You can also use the Web Intelligence Rich Client when connected to the SAP BusinessObjects Business
Intelligence platform repository. This repository is known as the Central Management Server (CMS). If you
use the Web Intelligence Rich Client when connected to the CMS, you are working in Connected mode. In
this mode, you can publish documents that you have created locally so that users of BI launch pad can
access them in the CMS repository.
The data sources from which you can access data using Web Intelligence are as follows:
Relational databases
Online Analytical Processing (OLAP) servers
Personal data providers such as files in Microsoft Excel comma-separated values (.csv) files Business Explorer (BW-BEX) queries based on InfoCubes
Web services
Advanced Analysis workspaces
The SAP HANA data source
The SAP HANA data source allows you to benefit from in-memory computing.
You can use your Internet browser to log into the BI launch pad, the BI portal. You can then create and edit
Web Intelligence documents (WIDs) and analyze the data displayed in these documents.
THE SEMANTIC LAYER
Web Intelligence allows you to access and analyze your organization's data from relational databases and
OLAP servers by means of a semantic layer in one or more SAP BusinessObjects universes. This semantic
layer is a view of your organization's data, presented as one or more universes.
Web Intelligence also allows you to access data in other data sources such as a BEx Query or an Excel file
without a universe.
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Universes are based on business terminology with which you are familiar and are shared throughout an
organization so they shield users from the technical complexities of the databases where corporate
information is stored.
Web Intelligence uses universes to provide access to data. Using a universe’s business -oriented view of the
data, you can create queries in Web Intelligence and get information using your own everyday terms.
To understand how the semantic layer functions for relational databases, you need to be familiar with the
following terms:
Object
Objects are elements in a universe that map to a specific set of data in a relational database. Each object in
an SAP BusinessObjects universe is defined with a business term that is commonly used in your organization,
such as country , year , revenue, customer name, or customer address.
Folder
Folders are logical groupings of related objects.
For example, a Store folder includes the objects State, City, and Store name. The Store folder can alsoinclude a sub-folder, called Store details, which contains other objects related to Stores.
Predefined Query Filter
Predefined query filters are used to restrict the data returned by an object used in a query. These elements
can be identified by icons such as yellow filters.
Universe
An SAP BusinessObjects universe relates the objects for a business area, such as the finance, sales, human
resources, or procurement departments, to the data of your organization stored in its databases.
One example universe used throughout this course is called eFashion. This universe defines objects related
to a fictional fashion company. Another universe used throughout the course is Island Resorts
Marketing. This universe defines objects related to a fictional vacation resorts company.
Universes are created by a universe designer who is familiar with the databases of your organization. The
designer uses the universe design tool to create universes. The universe designer then makes the universes
available to you and other users in the BI launch pad. The BI launch pad is a part of the SAP BusinessObjects
Business Intelligence portal. When you create WIDs, first select a universe to query the database where the
required data is stored.
Q UICK AND EASY ACCESS TO INFORMATION
Business intelligence software offers tools for generating reports automatically whenever they are needed
and provides easy analysis and querying to help with the decision-making process.
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Many BI platforms require the intervention of an information service to produce personalized OLAP cubes
which are then used for reporting. Web Intelligence users, however, have direct access to the source
database, allowing for robust query and analysis options. This helps users to respond to both everyday
questions and individual problems, allowing them to make good decisions quickly.
WEB INTELLIGENCE Q UERYING
To gather the required data, begin by creating a Web Intelligence document and selecting the data source
that gives you access to the appropriate data, for example, an SAP BusinessObjects universe.
Next, you use the Web Intelligence Query Panel to add and organize the objects which interest you from
your selected universe.
When you build a query in the Web Intelligence Query Panel, choose the universe objects and query filters
which represent your business question. The query is sent to the Web Intelligence server when it isexecuted, if you are connected to the SAP BusinessObjects Business Intelligence platform CMS, which
generates the final Structured Query Language (SQL) statements, the language used to query the database.
The SQL query is then sent to the database to retrieve the data mapped to the selected objects. The
database returns rows of data to the Web Intelligence server, which populates the data as a microcube,
called a data provider. This information is then formatted and displayed in a Web Intelligence report as a
simple table or a complex chart that you can use for analysis.
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A Web Intelligence document can contain multiple reports, and each report can be built using different
queries.
Once you run the query and retrieve the data you require, you can structure and organize the data in the
Web Intelligence document.
WEB INTELLIGENCE REPORTING
You can use features of Web Intelligence documents to create professional reports from the data you
retrieve.
You can display the retrieved data as follows:
As a table (horizontal, vertical, form, or cross table)
As a chart (bar, box, column, line, map, pie, point, radar, or tag cloud)
As a multiple-block report containing large amounts of data
REPORTS ANALYZING
You can analyze reports and switch your business perspective by performing the following actions:
Dragging and dropping objects
Inserting calculations
Changing the display to make important information more visible
Performing multidimensional analysis, by looking at results on a global level or drilling down to a
more detailed level of information
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SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE PLATFORM
The SAP BusinessObjects Business Intelligence platform combines end-user insight with flexible systems
management for a single BI standard, allowing administrators to confidently deploy and standardize their BI
implementations on a proven, scalable, and adaptive service-oriented architecture.
The SAP BusinessObjects Business Intelligence platform stores Web Intelligence documents; SAP Crystal
Reports; SAP BusinessObjects Dashboards models; Analysis workspaces; spreadsheets; and other
documents. With the SAP BusinessObjects Business Intelligence platform, you can access this information
and organize it to suit your preferences.
THE BI LAUNCH PAD FEATURES
Using the Web Intelligence report panels of the BI launch pad, you can open existing Web Intelligence
documents and create new ones.
The SAP BusinessObjects Business Intelligence platform comes with the BI launch pad, a web desktop which
acts as a window to a broad range of business information around your company.
The BI launch pad collects, consolidates, and presents BI information in a secure, focused, and personalized
view to users inside and outside an organization. It lets users personalize how they view, manage, and
distribute BI content. The BI launch pad is both a standalone BI portal and a BI
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for enterprise information portals (EIPs).
DOCUMENT SHARING
The BI Launch Pad allows you to share your documents with colleagues. You can choose to save them as
public documents, and if your colleagues are BI launch pad users, you can send your documents directly to
them. The SAP BusinessObjects Central Management Server (CMS) stores sent and public documents and
enables others to retrieve them.
If they do not use the BI launch pad, you can export your documents to Microsoft Excel or Adobe PDF
format, or alternatively export the query data as comma-separated values (CSV) files, so that your
colleagues can easily view and print them.
SHARING WEB INTELLIGENCE DOCUMENTS
Depending on how Web Intelligence has been deployed in your organization, you can share Web
Intelligence documents in many ways, such as the following:
Save documents as files on your workstation, in Web Intelligence WID format, or in Adobe PDF,Microsoft Excel, or export to .csv format.
Send as an attachment to an E-mail in Web Intelligence WID, Adobe PDF, or Microsoft Excel format.
Publish documents to the SAP Business Intelligence platform as public or personal documents.
From within the BI Launch Pad, send a document to another user or group of users.
From within the BI Launch Pad, save a document as a public or personal document in the SAP
Business Intelligence platform.
From within the BI Launch Pad, schedule documents to be refreshed and sent automatically by
using the BI launch pad scheduler.
Depending on the rights assigned to you by your administrator, you may be able to schedule and view a list
of your scheduled documents. When you schedule a document, you specify a time and a date to refresh it
and send it to other users.
CAP 2: WEB INTELLIGENCE DOCUMENTS WITH Q UERIES
THE Q UERY PROCESS FLOW
In order for Web Intelligence to create a final report, it must:
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1. Convert the query to Structured Query Language (SQL).
2. Execute the SQL to extract the data.
3. Generate the report and display in the Web Intelligence Rich Client main window.
The steps in the Web Intelligence query process are as follows:
1. With the use of one of the Web Intelligence query panels, you construct a business question or
query that represents the required information.
2. The query is sent to the Web Intelligence server.
3. The Web Intelligence server retrieves the data from the database and stores it in a microcube.
4. The content of the microcube is then formatted and displayed in a Web Intelligence report in the
form of tables, cross tables, and charts for your analysis.
UNIVERSES, OBJECTS AND DATA
Web Intelligence uses familiar business terms allows you to easily access company data by enabling you to
work with. This allows users to avoid using SQL code to retrieve data from a database. Web Intelligence uses
universes to achieve this.
An SAP BusinessObjects universe is the semantic layer that maps everyday business terms to the data storedin the database. Using a universe, you can retrieve data that interests you by dragging and dropping the
desired objects.
In your company, universes are created by a universe designer using the universe design tool. The designer
then makes the universes available to you and other users in your organization so that you can select the
appropriate business terms to create queries and retrieve data from the database. Within each universe,
these business terms are listed as objects, while similar types of business terms are grouped into folders.
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Objects and Data
Objects are elements in an SAP BusinessObjects universe that correspond to the data in the database.
Ideally, the universe designer names the object with business terms that you use in your daily activities, such
as, Sales revenue or Customer name. You use these objects to build queries and retrieve the data you want
to show in your report.
SMART UNIVERSES
The types of objects are as follows:
This section refers to the universes used in this course.
The components of a universe are as follows:
Objects
Objects are elements that map to data in a relational database and are named using familiar business terms.
For example, named objects in the eFashionuniverse include State, City , and Store name.
Classes
Classes are logical groupings of objects.
Dimension
A Dimension object retrieves the data that provides the basis for analysis in a report. Dimension objects
typically retrieve character-type data, for example, Customer names, Store names, or Dates.
A blue, four-sided figure represents a Dimension in the QueryPanel .
Attribute
An Attribute object provides descriptive data about a Dimension. An Attribute is always attached to
the Dimension object for which it provides additional information. For example, the Customer Dimension can
have Age and Address detail objects associated with it because those objects provide additional information
about a customer.A blue, four-sided figure with a green star represents an Attribute in the Query Panel .
Measure
A Measure object retrieves numeric data that results from calculations on data in the database. For
example, Revenue is the calculation of the number of items sold multiplied by the item
price. Measure objects are often located in a Measures folders.
An orange ruler represents a Measure in the Query Panel .
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Predefined query filters
A query filter restricts the information returned by objects, such as limiting data pertaining to revenue to a
specific year. Filters can also prompt the person viewing the report to select a value, such as the Which
product? query filter.
A yellow funnel represents a query filter in the Query Panel .
WEB INTELLIGENCE RICH CLIENT APPLICATION
Web Intelligence Rich Client is a locally installed Microsoft Windows application. This application allows you
to create and edit Web Intelligence documents that are stored either locally on your desktop or in the SAP
BusinessObjects repository.
The working modes for launching the Web Intelligence Rich Client are as follows:
Connected mode
In Connected mode, Web Intelligence Rich Client is connected to the SAP BusinessObjects BusinessIntelligence (BI) platform repository, also known as the Central Management Server (CMS). You can work
with documents from the repository or with local documents.
In connected mode, different security models, such as enterprise, Lightweight Directory Access Protocol
(LDAP), Windows Active Directory, or SAP may handle user authentication.
Offline mode
In Offline mode, Web Intelligence Rich Client is not connected to the CMS repository, but applies CMS
security. You can work with local documents and universes that are secured by the CMS you selected at
logon, or with unsecured local documents and universes. In Offline mode, you cannot retrieve documents
from, or publish documents to, the CMS repository.
Standalone mode
In Standalone mode, Web Intelligence Rich Client is not connected to the SAP Business Intelligence platform
and no security is enforced. You can work with local, unsecured documents and universes only. You cannot
retrieve documents from, or publish documents to, the SAP Business Intelligence platform.
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TO LAUNCH THE WEB INTELLIGENCE RICH CLIENT
Steps
1. Launch the Web Intelligence Rich Client from the Start menu.
2. Choose Web Intelligence, then choose Login as.
3. Choose an SAP Business Intelligence platform from the System list.
4. Enter a valid username and password.
5. Choose an authentication mode from the list.
6. Choose Log On. The Web Intelligence Rich Client main window displays.
WEB INTELLIGENCE DOCUMENT
You use these windows together to build queries and present the data returned by a query in a report.
The Web Intelligence Rich Client consists of the following panels:
Query Panel
Web Intelligence Rich Client main window
When you are ready to save, the following information is associated with the new Web Intelligence
document:
The query definition
The data returned by the query
One or more reports
One or more blocks of data (tables and charts) presented in the report(s), and the formatting
applied to the blocks
Local variables and conditional formatting rules defined within the document
Perform the following steps to create a new Web Intelligence document:
Choose a data source for the query.
Build and run the query.
Save the new document.
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TO CHOOSE A UNIVERSE FOR A Q UERY IN THE WEB INTELLIGENCE RICH CLIENT
Steps
1. In the initial window in the Web Intelligence Rich Client under Choose a data source to create new
document, choose Universe. The Universe dialog box displays.
2. Double-click the universe you want to use from the Universe dialog box.
The Query Panel displays, showing the universe’s data in the Universe outline panel.
You can now use the Query Panel to build queries in your document.
To build the query, move the objects you want in your report from the Universe outline panel to
the Result Objects panel.
TO BUILD AND RUN A Q UERY IN THE WEB INTELLIGENCE RICH CLIENT
Steps
1. Choose + beside a folder to display the objects in the folder, when required. The + appears in
the Universe outline panel of the Query Panel .
2. Double-click each object you want to include in the query so that they display in the Result
Objects panel.
3. Repeat step 2 until the query contains all the objects you want to include.
4.
Choose Run query to run the query.
The query is executed and the Query Panel closes.
The returned data displays in a new document in the Web Intelligence Rich Client main window. By
default, the values appear in a vertical table.
DOCUMENT SAVING
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You can save a *WID document that you have created with Web Intelligence Rich Client locally on your
desktop or you can publish it to the Enterprise.
By default, the Refresh on open option is not chosen so that you can see the original data that was retrieved
when the document was created or last refreshed.
To view the most recent data available in the database, you can manually refresh the document when you
open it. Moreover, you can select the Refresh on open
option to ensure that the data is automatically
updated each time the document is opened.
If you select the Permanent regional formatting check box, it overrides your default viewing options and
always displays the document's original settings for language and time stamping.
The details of the save or export data functionality specific to the destination formats are as follows:
Destination
formatsSave or export data functionality
Comma
Separated Values
(CSV) file
From the Web Intelligence Rich Client and the Java Report panel, you can export the
data contained in a document to a CSV file. You can manually enter the delimiters or
separators in the Column delimiter field. You can also leave the field empty.
In addition, you can choose the charset you want. After making the changes to
the delimiter , separator , and charset , you can select the enter these as default
values checkbox.
Excel document
In the Web Intelligence Rich Client, you can select the reports to save as Excel
documents and select one of the following options:
Prioritize the format of reports in the Excel document
This option limits the number of multiple cells from the Web Intelligence document that
merge into cells on the Microsoft Office Excel worksheet. This helps you exploit the data
processing features of Microsoft Office Excel.
Prioritize easy data processing in the Excel document
This option gives priority to replicating the layout and formatting of the original Web
Intelligence document in the Microsoft Office Excel file. However, this option exploits
the data processing features of Microsoft Office Excel to a lesser extent compared to the
previous option.
When you save a document in Microsoft Office Excel 2007, the limit of rows per
worksheet is 1 million.
When you save a document in Microsoft Office Excel, each 65,000 rows of exported data
starts on a new worksheet.
PDF document
In the Web Intelligence Rich Client, you can save a document as a PDF file. In the BI
launch pad, you can export a document as a PDF file. Saving and exporting create a local
copy of the data in a PDF format.
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TO SAVE A NEW DOCUMENT LOCALLY
Steps
1. Choose Save on the toolbar when you are ready to save the new document locally.
2. Use the buttons to the right of the dialog box to navigate your file system and control the display.
3.
Navigate to the folder where you want to save the document. The contents of the folder appear in
the display box below the list.
4. Type a description and keywords as required to save the document as a Web Intelligence
document.
5. Choose from the following options when you save the document as a Web Intelligence document:
Option Description
Refresh on open The document automatically refreshes when it is opened.
Permanent regional
formatting
The current regional settings (locale) for formatting are applied, regardless of
the locale on the machine where it is opened.
Save for all usersAll security information stored in the document is removed, making it accessible
to all users. The document can be opened in Standalone mode.
Remove document
securityDefault document security is removed.
6. Type a file name.
7. Choose a file type.
8. Choose Save.
DATA PROJECTION
After creating a new document, you can easily change the information displayed in the resulting report by
adding or removing objects in the underlying query.
To change the information in a report, perform the following steps:
1. Choose Edit in the Data Access tab page to open the Query Panel dialog box.
2. Add or remove objects, change filters, and change the order of the objects as they appear in
the Result Objects panel.
3. Run the required query.
4.
Return to view the report in the Web Intelligence Rich Client main window.5. Choose and drag the new objects onto the report table or chart.
The process of moving new objects from the Available Objects panel to the report block is called projecting
data.
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AGGREGATION OF DATA
Measure objects are dynamic. The values of measure objects change, depending on the dimension objects
used with the measure objects.
Levels of Aggregation:
High-level aggregation
An example of high-level aggregation is a report showing Sales revenue broken down by year and quarter .
Low-level aggregation
An example of low-level aggregation is Sales revenue broken down further than Year and Quarter. This
can be done by adding the Store name object to the table. All the values in the table are re-aggregated
to produce a figure that represents the sales revenue earned by each store for the current year.
TO PROJECT DATA INTO A TABLE
Steps
1. When the report is empty, choose a single object or multiple objects by choosing CTRL in
the Available Objects panel. Then drag the object(s) to the report.
2. When the report already contains tables or charts, drag the new objects to an empty area of the
report. A new table header and body cell appears on the report. The table header displays the
name of the object(s).
3. Drag another object from the Available Objects panel to the object to the table. Place the object to
the left or right of aDetail cell so that the left or right of the cell is highlighted.
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4.
Drag and drop the object into the table. A second column appears before or after the first column.The name of the object appears as the column header.
5. Save the document
THE Q UERY PANEL
The default Query Panel display consists of the following panels:
Data Outline
Result Objects
Query Filters
Data Preview
The toolbar buttons for the panels are found in the left corner of the Query Panel .
EDIT TOOLBAR
The Edit toolbar contains the following pushbuttons.
Edit Toolbar Options
Option Description
Add Query Allows users to add a new query to a document.
Data Outline
panel
Allows users to show or hide the data outline, which contains the Master
Perspective and Display by Navigation Path views.
Filters panel Allows users to show or hide the Query Filters panel.
Data Preview
panel
Allows users to combine data retrieved from more than one query, using one of the
following operators:
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Option Description
Minus
Union
Intersection
Add a
combined
query
Allows users to show or hide the Data Preview panel.
Query
PropertiesAllows users to display the query properties.
View Script Allows users to view, copy, and modify the SQL script used to generate the query.
Run queryAllows users to run the query you built and retrieve the data from the database. The
results of the query appears in a report in the Web Intelligence Rich Client main window.
Close the
Query Panel
Allows users to close the Query Panel. Choose the arrow to the right of the button to
apply query changes and close the query, or to revert the query and close it.
RESULTS OBJECTS PANEL
The Results Objects Panel contains the following options:
Add Quick Filter
It allows you to apply a filter on a selected object in the Result Objectspanel.
Remove
It allows you to remove a selected object from the Result Objects panel.
Remove All
It allows you to remove all objects from the Result Objects panel.
Q UERY FILTERS PANEL
The Query Filters panel contains the following pushbuttons.
Option Description
Add a subquery Allows users to run a subquery to restrict the data that the query returns.
Add a database
ranking
Allows users to use the database ranking feature to retrieve only the top or bottom
values from the database.
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Option Description
Remove Allows users to remove the selected object from the Query Filters panel.
Remove All Allows users to remove all objects from the Query Filters panel.
MODIFY Q UERY PROPERTIES
In the Query Panel, you can view and modify the default query properties as follows:
Limit query runtime or the amount of data returned.
Set security options.
Specify the order of prompts in the report.
Control potential ambiguous query results.
Restrict the retrieval of duplicate data rows.
Access query properties through the Query Properties dialog box.
PROPERTIES TAB PAGE
You can view the following sections on the Properties tab page.
Section Description
NameThe Name field describes the query. By default, each query in the document is named
successively, that is, Query 1, Query 2, and so on.
Universe The Universe field shows the universe you chose to create your query.
Limits
Max rows retrieved
The Max rows retrieved option determines the maximum number of rows of data that are
returned when a query is run. Use the max rows retrieved setting to determine the maximum
number of rows of data that are returned by a query. When you need only a certain amount of
data, you can set this value to limit the number of rows of data that is returned to the
document. This prevents a query from taking too much time or from returning unnecessary data
to the document.
The row limits set by your administrator in your security profile can override the max rows
retrieved setting. For example, when you set the Max rows retrieved setting to 400 rows, but
your security profile limits you to 200 rows, only 200 rows of data are retrieved when you run
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Section Description
the query.
Max retrieval time
The Max retrieval time option determines the maximum time that a query can run before it is
stopped. Use the max retrieval time setting to determine the maximum amount of time that a
query can run before it is stopped. This is useful when a query takes too long to run due to
excessive data or network problems. You can set a time limit to stop a query after a reasonable
amount of time.
Sample
The Sample Result set option determines the maximum number of rows that a query returns.
The number of rows specified in Sample Result set is applied at the database level, in the
generated script used to return the data.
Define the number of values in the sample set of the Sample Result set property by performing
one of the following actions:
Select Fixed to retrieve the same values at each refresh. Deselect Fixed to change values at each refresh.
The Sample Result set option is only available for relational universes. It is not available for
Online Analytical Process (OLAP).
Not all databases support sampling. When sampling is not supported, the Sample Result set
option is deactivated.
Similarly, when the Fixed option is not supported by certain databases, the Fixed option is
deactivated.
The Sample Result set option provides a more efficient means of determining the maximum
number of rows returned by a query than the Max rows retrieved property because the Max
rows retrieved property discards rows beyond the maximum limit only after retrieving all the
rows in the query.
Data
Retrieve duplicate rows
The Retrieve duplicate rows option is selected by default. In a database, the same data may be
repeated over many rows. You can choose to have a query return these repeated rows, or to
have only unique rows returned. The retrieve duplicate rows option is not available in BEx
queries, or when it is not supported in the underlying database.
Retrieve empty rows
The Retrieve empty rows option allows you to include empty rows in query results.
Security
The Allow other users to edit all queries option is selected by default. All users who have the
appropriate editing rights can edit the query and modify the data that the document contains.
When you deselect Allow other users to edit all queries checkbox, only the report creator can
modify the query. Unlike the other query properties, which only apply to the selected query, the
Allow other users to edit all queries option applies to all data providers in the document.
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Section Description
Prompt
Order
When you apply multiple prompted query filters, you can define the order of priority in which
they appear when the user refreshes the document .
Choose this option to define the order in which multiple prompted query filters appear when
the user refreshes the document.
Contexts
In some cases, your universe structure may require you to specify a context for your report. In
such cases, you receive a prompt to select a context. The context you select determines the
dataset returned by your query.
For example, a report on sales revenue of a car dealership prompts you to select a rental or
purchase context. Depending on your selection, your query returns the sales revenue generated
by car rentals or car sales. Your universe designer can advise you on how to select the
appropriate context for the data for your report.
When a query requires a context for a report, you must set the following context parameters:
Select Reset contexts on refresh to prompt a context at each refresh.
Clear Reset contexts on refresh to retain the context from the previous refresh.
The Clear Contexts button allows you to remove the context set in a previous refresh.
SQL VIEWER
When you build a query, Web Intelligence automatically generates appropriate SQL to retrieve the data
from the relevant database. You can view and edit this SQL, and copy it to another application if you have
the rights to do so.
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CAP 3: DATA RETURN RESTRICTIONS FROM Q UERIESCURRENT
INSTRUCTIONAL ELEMENT
Q UERY FILTERS
Some universes have predefined filters built-in by the designer. At other times, you may want to create your
own query filters to limit the data. Users without rights to edit the query cannot modify the query filters you
define. This ensures that the data saved in a document is appropriate for those who view or analyze it within
the document.
Your administrator can prevent objects from being filtered. If you create filters on these objects and try to
run a query, a warning appears, listing the filters that you cannot use. You need to remove these filters from
the query to run the query.
Query filters retrieve a subset of the available data, based on the definition of the filter. For example, you
can apply a query filter on the Year dimension, to view only the sales revenue for a specific year.
Restricting the query ensures you retrieve only the data which interests you, increasing the reports
usefulness
Advantages of using query filters include the following:
You can retrieve and focus only on the data that you need to answer a specific business question.
You can limit data you do not want specific users to see when they access the document.
You can minimize the data returned to the document, thus improving performance, because the
time required to create and refresh the document over the network is reduced.
COMPONENTS OF A Q UERY FILTER
Every filter must include an object, on operator, and an operand. These elements act together to specify
which subset of the data you want to retrieve.
In the figure, the filter specifies the query must return data where the Year is equal to FY2004 only.
Filter are created in the Query Filters pane of the Web Intelligence query panel.
Query filters are made up of the following three parts:
Object - the object on which you want to filter data
Operator - the relationship between the object and operand. Common operators are: Equal to; Not
equal to; Greater than; Greater than or equal to; Less than; and Less than or equal to
Operand - the object values to be used for filtering
Every filter must include an object, on operator, and an operand. These elements act together to specify
which subset of the data you want to retrieve.
LIST OF OPERATORS
List of Operators to Choose From
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Operator Retrieves data Example Data retrieved
Equal to equal to a specified valeCountry - Equal to
US For the US only
Different from
different from a specifiedvalue
Quarter - Differentfrom Q4
For all quarters except Q4
Greater than greater than a specified
value
Customer age -Greater
than 60 For customers older than 60
Greater than
or equal to
greater than or equal to a
specified value
Revenue - Greater
than or equal to
10,000
For revenue of $10,000 or
greater
Less than lower than a specified valueExam grade - Less
than 40 For exam grades less than 40
Less than or
equal to
lower than or equal to a
specified value
Customer age - Less
than or equal to
30
For customers aged 30 or less
Between including and between two
specified values
Weeks - Between 25
and 36
For all weeks between and
including weeks 25 to 36
Not between outside the range of
specified values
Weeks - Not between
25 and 36
For all weeks excluding week 25
through to 36
In list same as specfied valuesCountry - In list
'US; Japan; UK'For US; Japan; and UK only
Not in list different to multiple
specified values
Country - Not in
list 'US; Japan;
UK
For all countries except US;
Japan; and UK only
Is null for which there is no value in
the databaseChildren - Is null
For customers without children,
where no value is entered as a
value in the children column
Is not null for which a there is a value
in the database
Children - Is not
null
For customers with childrenwhere any value is entered in the
children column
Matches
pattern including a specific string
Phone - Matches pattern
"%773%"
For all phone number which
include '773'
Different Does not include a specific Phone - Different For all phone numbers which do
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Operator Retrieves data Example Data retrieved
from pattern string from pattern
"%773%"
not include 773
Both Corresponds to two specific
values
Account type - Both"Fixed" and
"Mobile"
For customers with both a fixed
line and a mobile phone
Except
Corresponds to one
specified value but not to a
second specified value
Account type -
"Fixed" Except
"Mobile"
For customers who have a fixed
phone line but no mobile
TYPES OF Q UERY FILTERS
The following are four types of query you can use in Web Intelligence:
Predefined query filters - these are built into the universe Single and multi-value filters
Prompted filters
Complex filters
Q UERY MODIFICATION
You will learn how to modify a query in the Query Panel by adding a predefined filter to the query. Like
custom query filters, a predefined query filter allows you to limit the data returned by the query.
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TO MODIFY A Q UERY WITH A PREDEFINED Q UERY FILTER
You need to perform the following steps to modify a query with a predefined query filter:
Steps:
1. Open a Web Intelligence Document.
2. In the Web Intelligence Rich Client window, choose Design mode.
3. On the Data Access tab page, choose the Data Providers tab page.
4. Choose Edit . The Query Panel appears.
5. From the Universe outline, expand a folder and double-click a predefined filter or drag it to
the Query Filters panel.
6. On the Query Panel toolbar, choose Run query .
7. Choose Save.
SINGLE-VALUE Q UERY FILTER
When you add a single-value query filter to a query, you limit the data returned by a specific object to a
single value.
For example, you can find data related to a certain store name by building a condition on the Store
name
dimension object and selecting the name of the store you are interested in by selecting it from the
dialog box that appears.
TO CREATE A SINGLE-VALUE Q UERY FILTER
Steps
1. In the Query Panel , choose the object you want to filter on and drag it to the Query Filters panel.
The query filter appears in the Query Filters panel.
2. Use the default operator (In List ) and choose the Operand Type drop-down arrow to the right of the
filter definition.
3.
Choose Values From List. The list of values for the selected object is retrieved from the database and appears in the List of
Values dialog box.
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4. In the List of Values dialog box, choose the item you want to include in the filter and double-click
it.
5. Choose OK . The new filter appears in the Query Filters panel.
6.
Choose Run query to generate a report based on your query.
SINGLE-VALUE Q UERY FILTERS
You can change the query filter by editing the query in the Query Panel .
After you run the query and review the data that the report displays, you may need to include or restrict
more values for the object you used to create the query filter.
TO EDIT A SINGLE-VALUE Q UERY FILTER
Steps
1. In a document, choose the Design mode and then choose the Data Access tab page.
2. On the Data Providers tab page, choose Edit .
3. In the Query Filters panel, choose the Operand Type drop-down arrow and choose Value(s) from
List from the list of options. The List of Values dialog box appears.4. Optionally, choose Refresh Values from the List of Values dialog box to update the available values
in the list.
5. From the list of values, double-click the item you want to add to the filter. To remove an item
from Selected Value(s), choose the item and then < .
6. Choose OK . The query filter appears in the Query Filters panel, showing the filter’s object, operator,
and operand.
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TO DELETE A Q UERY FILTER
Steps
1. In a document, choose the Design mode.
2. On the Data Providers tab page, choose Edit .
3.
In the Query Filters panel, choose the filter that you want to delete.
4. Press DELETE.
WILDCARDS IN Q UERY FILTERS
You can use wildcards as placeholders for partial pattern searches.
When you create a query filter using a wildcard, you must use one of the following relational operators:
Matches pattern
To find values that match the pattern you specify
Different from pattern
To find values different from the pattern you specify
TO APPLY WILDCARDS TO Q UERY FILTERS
Steps
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1. In the Query Panel , drag the object you want to use to build a filter to the Query Filters panel.
2. Choose the Operator Type drop-down arrow and choose Matches pattern.
3. Choose the filter definition text box and enter the wildcard pattern you want to use.
4. Choose Run query . The report displays data reflecting the wildcard you entered.
PROMPTED FILTERS You can define prompts on any dimension, measure, or detail object listed in the Universe outline in
the Query Panel.
Note: You cannot use the operators Is Null and Not Null when creating prompted filters.
The following is an example of an optional prompt:
The optional prompt uses the between operator and allows the user to enter two values to set the limits of a
range, but the user enters only the lower end of the range. As a result, the generated query updates the
operator from between to greater than.
When a prompt is made optional, the user can choose to ignore the prompt. The result is that everything is
returned in the report. For example, if you make a year prompt optional, all years are retrieved in the report
if the user chooses not to answer the prompt.
The following are uses of a prompted filter:
The Prompts dialog box allows you to specify the data that is retrieved and displayed in the report,
allowing you to focus on a specific part of the information available.
A prompted filter allows multiple users viewing a single document to specify different subsets of
the data and display them in the same tables and charts in the report.
You can use a prompted filter to define a question that displays whenever the data in the
document is refreshed. The users can answer the prompt either by entering or by choosing values,
depending on the parameter properties which have been specified for the prompt in the Query
Panel .
For example, you can use the prompted query filter to produce a report that shows sales revenue
per state and prompts the user to choose a product category at each refresh.
This way, you do not restrict the data displayed to a single product category, such as Jewelry .
Instead, users choose the product category that interests them at that moment.
PROMPTED Q UERY FILTER CREATION
To create a prompted query filter, use the Prompt operand.
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After you choose the Prompt operand, choose Parameter Properties between the Prompt text field
and Operand typeto display the Parameter Properties dialog box.
PARAMETER PROPERTIES
You can create prompted query filters using Parameter Properties settings as follows.
Some important points about prompted query filters are as follows.
Option Description
Prompt text Enter the text that you want to display to prompt the user to select a value. This text
displays each time the document is refreshed.
Prompt with List
of Values
Choose this option to display all the values for the object and allow the user to choose
from those values.
Select only from
list
Choose this option to prevent users from entering values that do not exist in the
database.
Keep last values
selected
Choose this option to display by default the value chosen at the previous refresh. The
user can change the value or use the previously chosen value.
Optional prompt
Choose this option to allow users to refresh the document without responding to the
prompt or by partially responding to the prompt.
When the user does not respond to the prompt, the query filter is not applied to the
data.
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Option Description
Set default values
Choose this option to define the default value(s) that displays in the prompt. Define the
default value(s) using one of the following methods:
In the Type a value field, enter the value(s). Use the arrow to move the value(s) to the
field on the right.
Choose Values to choose the value(s) from the list of values present in the database.
Some important points about prompted query filters are as follows:
When the document contains multiple data providers and the same prompt and prompt text are
included in them, Web Intelligence displays the prompt only once.
When you make a prompt optional, the Prompts dialog box displays text to inform report users that
when they do not provide a value for the prompt, the filter does not apply.
PROMPTS DIALOG BOX
The options you define for the prompt determine how thePrompts
dialog box appears to users and how
users can specify the values for their reports in the dialog box.
The dialog box displays all the prompts for the report in the Prompts Summary screen area.
The user chooses the prompt to display it and define the corresponding values.
The Prompts Summary also indicates when a prompt is optional.
When the Prompts dialog box displays the list of values, it also displays the date and time of the last refresh.
With this information, users can determine when to refresh the list of values.
TO CREATE A PROMPT IN A REPORT
Steps
1. In the Query Panel , drag the object on which you want to apply a prompt to the Query Filters panel.
Results
The query filter appears in the outline in the Query Filters panel.
2. Choose the Operand Type arrow and then choose Prompt .
3. Choose Parameter Properties between the Prompt text field and Operand type to display
the Prompt Properties dialog box.
4. Choose OK to confirm the prompt.
5. Choose Run query .
Results
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The Prompts dialog box displays.
6. Choose the value on which you want to filter the report and move it to the Selected Values area.
7. Choose Run query .
Results
The document displays, reflecting the prompt value you selected.
8. Save the document.
PROMPT Q UERY FILTER MODIFICATION
You can make changes to the prompted query filter by editing the query in the Query Panel .
After you have run the query and reviewed the data displayed in the report, you may need to change the
prompt to include or remove filter criteria.
TO EDIT A PROMPT FILTER
Steps
1. In the Query Panel , in the Query Filters panel, choose the Operator drop-down arrow to display the
operators and choose the appropriate operator from the list.
2. Choose Operand TypePrompt .
3. To edit the prompt properties, choose Prompt Properties next to the Prompt text field (optional).
4. To edit the prompt text, enter new text in the Prompt text field (optional).
5. To set default prompt values, choose Set default values in the Prompt Properties dialog box
(optional).
6. Enter default values into the Type a Value field and move them into the chosen values box by
choosing the > button, or choose Values to display the List of Values dialog box and select default
values from the list of values.
7. Select or deselect other Prompt Properties as desired.
8. After choosing default values in the List of Values dialog box, choose OK to close the List of
Values dialog box and return to the Prompt Properties dialog box.
9. Choose Run query to display the New Prompts dialog box. The value you specified displays by
default in the Prompt zone. You can accept the default value or specify another value.
10. Choose OK .
11. Save the document.
LOGICAL OPERATORS FOR MULTIPLE CONDITIONS
To produce a report that precisely focuses on certain data, you may need to apply more than one filter.
When you specify more than one filter in a query, the relationship between the filters must use either
the AND or OR operator. These are known as logical operators.
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The types of logical operators are as follows:
AND
You use AND when you want both conditions to be met to return a row from the database when you run a
query.
OR
You use OR when you want either of the conditions to be met to return a row from the database when you
run a query.
FILTER OPERATORS
Using the AND logical operator results in only rows represented by area C being included in a report.
Using the OR
logical operator, all rows represented by circles A and B are returned.
The figure Filter Operators shows how the result of combining two or more filters can be visually
represented using a Venn diagram. The two circles represent the number of database rows that are
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returned based on the conditions defined by a particular filter. The overlapping area represents the rows
that meet the conditions defined by both filters.
THE AND OPERATOR
When you add a second filter to a query in a new Web Intelligence document, Web Intelligence by default
places an AND operator between the two conditions.
When you remove the second filter and then attempt to add a new second filter to the query, by default
Web Intelligence applies the logical operator that was last used. You can change the operator value
between AND and OR
TO CREATE A REPORT USING THE AND OPERATOR
Steps
1. Create a new query and drag the required objects to the Result Objects panel.
2. Choose another object on which you want to filter the query and drag it to the Query Filters panel.
3. In the operator list, choose the appropriate operator for the filter.
4. Choose the Operand Type drop-down arrow and choose Value(s) from list . The values available for
the object displays in the List of Values dialog box.
5. Choose the appropriate values from the list and move them to the Selected Value(s) zone and
choose OK . The Query Filters panel displays the filter you just defined.
6. Create a second query filter by dragging another object to the Query Filters panel.
7. From the Operator list, choose the appropriate operator.
8. Choose the Operand Type drop-down arrow and choose Value(s) from list . The values available for
the object are displayed in the List of Values dialog box.
9. Choose the appropriate values from the list and choose OK .
10. Choose the operator to change it to AND.
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11. Choose Run query and save the document.
THE OR OPERATOR
When you use the AND operator to group two query filters, your report returns data only if the conditions
of both query filters are met.
When you use the OR operator to group two query filters, your report returns data if the conditions of
either of the query filters are met. You can change the operator value between AND and OR.
TO CREATE A REPORT USING THE OR OPERATOR
Steps
1. Create a new query and drag the required objects to the Result Objects panel.
2. Choose the objects on which you want to build the filters and drag them to the Query Filters panel.
3. From the Operator list, choose the appropriate operators for each of the query filters.
4. Choose the appropriate operands and values for the query filters.
5. Group the query filters as required.
6. When required, choose the operators grouping the query filters to switch between the operator
values AND and OR.
7. Choose Run query .
Results
The report displays according to the query filter grouping you created.
8. Save the document.
OPERATOR PRIORITIZATION
A complex filter uses more than one filter in a single query. To ensure that the filters retrieve exactly the
data you want, you need to prioritize the operators.
In the Query Filters panel, by positioning the query filter statements and deciding how to group them
together, you define the filters that are processed first. The positioning and grouping of the filters depends
on the logic of the information you are trying to retrieve.
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CAP 4: WEB INTELLIGENCE DOCUMENT DESIGN
COMPONENTS OF A WEB INTELLIGENCE DOCUMENT
A Web Intelligence document consists of:
One or more reports
One document may contain several reports that are organized as tab pages along the bottom of the
window. Reports contain blocks of formatted data, text, and graphics. You must specify the layout when you
create a report. You can change the layout of existing reports.
One or more blocks
A block is a table, cross table, form, or chart that displays information in the report.
The microcube of data returned by the query or other data provider
The microcube contains the actual data that is retrieved from your corporate database. The microcube
contains all the data that you can display in the reports inside the document.
The reports display in the report panel of the main window of the Web Intelligence Rich Client. The data thatyou can use in your reports is displayed in the side panel.
REPORTS VIEWING IN A DOCUMENT
Each report in a document can show various views of the same information, or it can show completely
different information concerning the same subject.
THE WEB INTELLIGENCE RICH CLIENT REPORTING INTERFACE
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The main window of Web Intelligence Rich Client allows you to view, edit, structure, and analyze the
information returned by the queries that you build in the Query Panel function.
The main window of Web Intelligence Rich Client offers three different application modes that grant you
access to specific features. Your license type and your security profile together determine the features that
you can access.
The following features enable you to interact with and organize the data in the main window of Web
Intelligence Rich Client:
The side panel provides different views of the current document.
The tab pages, toolbars, and buttons allow you to control the data that displays in the report panel.
The toolboxes, tab pages, and toolbars that are available to you depend on the application mode.
You can right-click the report elements in the report panel to access the contextual menu. This
menu provides quick access to the functions that are available for the element in the application
mode.
APPLICATION MODES
The sections that follow provide a description of the features available in the different application modes.
The description corresponds to the standard delivery of the main window of Web Intelligence Rich Client.
The security profile that your system administrator has defined for you can further restrict your access.
As a report designer, you work primarily in Design mode. However, report users may work principally
in Reading mode. Therefore, you must be familiar with the features available in the other modes. As a
report designer, you may also need to work in the Data mode.
DATA MODE
In the Data mode, you can create, edit, and manage queries that supply data to reports.
Data mode provides access to the Data Access tab page that allows you to perform the following tasks:
Create a new data provider.
Edit, purge, and refresh an existing data provider.
Merge objects from different data sources.
Data mode also provides access to the following features:
The File tab page on the main toolbar which allows you to open, save, print, and search a document
and send it as an attachment by e-mail
The Properties tab page which allows you to set document and application properties
READING MODE In the Reading mode, you can view and perform some analysis tasks on reports. When you open an existing
report, it displays in the Reading mode.
Reading mode provides access to the main toolbar that allows you to perform the following tasks:
Create a new document.
Open, save, print, and search a document.
Send a document as an e-mail attachment.
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Edit a document using Copy , Cut , Paste, Undo, and Redo.
Refresh a document.
Activate data change tracking and drill up or down in the data in a report designed for drilling.
Show or hide report filters and outlines.
Design Mode
In addition to the features available in the Data and Reading modes, the Design mode provides further
analysis and formatting features.
Design mode provides access to the following tab pages and their associated functions:
Report Element
Allows you to define the tables, charts, cells, and sections in which your data displays. You can also define
the colors, position, and alignment of the report elements and the hyperlinks they contain.
Format
Allows you to define formatting options, including font, color, borders, text alignment, padding, and
background images.
Data Access
Allows you to create a new document; edit, purge, and refresh an existing document; create a new variable;
and merge objects from different data sources.
Analysis
Allows you to perform extensive analysis tasks. Allows you to apply report filters, ranking, input controls,
data tracking, breaks, sorts, and conditional formatting rules; drill up or down on data when drilling is
enabled; apply calculations; and show or hide outlines.
Page Setup
Allows you to add, delete, rename, duplicate, and move reports; define page orientation, headers, footers,
and margins; and scale a report to a number of printed pages.
Design mode also provides access to the following features:
The File tab page on the main toolbar that allows you to open, save, print, and search a document
and send it as an attachment by e-mail.
The Properties tab page which allows you to set document and application properties.
TO CHANGE APPLICATION MODES
Discuss the ability to change application modes.
Remind participants that access to various application modes depends on both the license that
their organizations have for using Web Intelligence and the rights that their system administrator
grants them in their security profile.
Steps
1. From the main window of Web Intelligence Rich Client, depending on the current mode, follow the
appropriate instructions to change the application mode:
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Mode Change to a new mode
ReadingIn the upper right corner, choose the >> arrow and, from the menu, select a different
application mode.
Data orDesign
In the upper right corner, choose the application mode in which you want to work.
WEB INTELLIGENCE APPLICATION STRUCTURE
The Web Intelligence application includes the following areas in Design mode:
File tab page
The File tab page contains the toolbar that allows you to open, save, and print documents.
Properties tab page
The Properties tab page allows you to set document and application properties. This tab page determines
the display format of the different areas and panels in the application.
Toolboxes
Toolboxes appear at the top of the application and provide access to the tab pages and toolbars that allow
you to perform related tasks. The available tab pages are Report Element , Format , Data Access, Analysis,
and Page Setup.
Side panel
The side panel contains several panes that provide various views of the current document.
Status bar
The status bar appears at the bottom of Design mode, below the report, and allows you to activate data
tracking or change the way the report displays between the Quick Display and Page modes.
SIDE PANEL VIEWS
The side panel in the Design mode of the main window of Web Intelligence Rich Client groups several panes
that provide different views of the current document.
The different panes available in the side panel are as follows:
The Document Summary pane
Provides an overview of the document properties. You can print or edit the properties using the buttons at
the top of the Document Summary pane.
The Report Map pane
Lists all the reports in the document displayed in the Report panel. You can navigate among the reports and
report sections through the Report Map feature.
The Input Controls pane
Allows you to add and edit the input controls applied to the document.
The Web Services Publisher pane
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Lists the Business Intelligence (BI) services published from the document.
The Available Objects pane
Lists the data providers and objects available for building your reports.
The Document Structure and Filters pane
Displays the structure of the document in a tree view and displays the filters applied to the different reportelements.
SIDE PANEL IN WEB INTELLIGENCE MODES
In Web Intelligence, the side panel appears as follows:
In Data mode, only the Data pane appears in the side panel. The Datapane allows you to navigate
the data provided in a document.
In Reading mode, only the Document Summary , Report Map, and Input Controls panes appear in
the side panel, but the report user cannot modify the information in the panes.
By default, when the results of a query are displayed in the report panel, the side panel displays
the Available Objects window. You can change the view by choosing the buttons to the left of the view or bychoosing the dropdown arrow next to the name of the active view to display the available views.
To display the side panel again, click any button displayed vertically along the left side of the application.
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TO CHANGE THE SIDE PANEL DISPLAY
Steps
1. Open a Web Intelligence document in the Web Intelligence Rich Client main window.
By default, the side panel displays the Available Objects pane in the main window of Web Intelligence
Rich Client. This tab page displays the title of the document and all the objects (and variables, when
pertinent) available in this document.
2. Choose one of the buttons to the left of the Available Objects pane to display the corresponding
view.
The side panel displays the new pane.
3. Drag the right edge of the side panel to the middle of the main window of Web Intelligence Rich
Client to expand the panel.
4. Choose the << arrow in the upper right corner of the view to close the side panel for an
unobstructed view of the contents of the Report panel.
5. To display the side panel again, choose the button for the view you want to see.
USER PREFERENCES
You can personalize the settings of the Web Intelligence Rich Client application in the Web Intelligence
Options dialog box.
WEB INTELLIGENCE RICH CLIENT GENERAL PREFERENCES
You can define general user preferences for your work in the Web Intelligence Rich Client application.
When you define a default universe, the Universe dialog box displays with the default universe that is
selected each time you create a new document on a universe. You can use the default universe or select
another one.
The Universe dialog box includes the following options:
The No default universe option indicates that no universe in the list is preselected when you open
the Universe dialog box. You must select a universe from the list when creating a document.
The Select a universe option allows you to browse for a default universe. After you define the
default universe, the name is displayed.
SELECTION OF DEFAULT FOLDERS AND THE MICROSOFT EXCEL FORMAT
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When the Web Intelligence Rich Client application is downloaded and installed from the BI launch pad, help
files are not installed locally. Help files are installed on the BI launch pad server. Contact your company's SAP
Business Objects administrator to get the URL of the help files on the server. You can then enter the URL to
access the help files.
You can choose default folders to store user documents, universes, and help files. To change the default
locations, choose Browse and then select a folder.
You can choose one of the following formats when you save a document in Microsoft Excel format:
Prioritize easy data processing in the Excel document
The Excel document is formatted to ensure efficient data processing.
Prioritize the format of reports in the Excel document
The Excel document is formatted to ensure optimum readability.
WEB INTELLIGENCE RICH CLIENT VIEWING PREFERENCES
You can define preferences to view your work in the Web Intelligence Rich Client application.
In the Measurement Unit section, you can set the unit of measurement for display in a report, for example,
pixel, inch, or centimeter.
In the Grid section, you can set the following grid options:
Show grid
Displays a grid that enables you to align page elements
Snap to grid
Aligns the page elements to the grid to enable accurate repositioning
Grid spacing
Defines the distance between the lines on a grid
WEB INTELLIGENCE RICH CLIENT LOCALE PREFERENCES
You can define the locale user preferences for your work in the Web Intelligence Rich Client application.
A locale is a combination of language and geographical area.
The following options are available to define locale preferences:
Product Locale
Select an available locale to set the application interface language. When you change the locale setting, you
must restart Web Intelligence Rich Client to activate the change.
Preferred Viewing LocaleSelect this option to define your preferred locale for displaying document data. When you create a
document, the preferred viewing locale is always the initial document locale saved with the document.
The Formatting Locale option determines how Web Intelligence Rich Client formats the data in your
documents.
The following data formatting options are available:
Use the document locale to format the data
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When this option is selected, the data is formatted according to the document locale. The document locale
can be saved with the permanent regional formatting option, which you can select when saving the
document.
Use the preferred viewing locale to format the data
When this option is selected, the data is formatted according to your preferred viewing locale preference.
This option also overrides the document locale.
WEB INTELLIGENCE RICH DRILL PREFERENCES
You can start a new drill session by choosing one of the following options:
Start drill on duplicate report
When you start a new drill session, a duplicate report is opened in the document and you drill on the
duplicate. When you end the drill mode, both the original report and the drilled report remain in the
document.
Start drill on existing report
When you start a new drill session, the current report becomes drillable. When you end the drill mode, thereport displays the drilled values.
DRILL OPTIONS
You can choose from the following drill options:
Prompt when drill requires additional data
You are prompted when Web Intelligence Rich Client needs to retrieve additional data to complete the drill
and you can decide whether or not to go ahead. If the amount of data is large, the retrieval can take time
and you can decide not to drill. When this option is not selected, Web Intelligence Rich Client retrieves the
additional data without prompting you.
Synchronize drill on report blocks
When this option is selected, drilled values are shown in all the report blocks in the report. When this option
is not selected, drilled values are shown only in the report block that is selected for the drill.
Hide drill toolbar on startup
When this option is selected, the drill toolbar that is normally displayed at the top of drilled reports is not
shown. The drill toolbar displays the value on which you drilled. The drill toolbar is only useful when you
want to select filters during your drill session.
PROXY OPTIONS
You define proxy settings when you use an Internet proxy server to access URLs or images in your reports.You do not need to define proxy settings for images embedded in a report.
Use the proxy settings that are within your Internet browser to define your proxy settings for the Web
Intelligence Rich Client application.
Choose from the following Internet browser proxy settings:
Http Host and Port Settings
Enter the appropriate proxy information in each field.
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Https Host and Port Settings
When the https proxy settings are the same as the http proxy settings, select the Same as Http Proxy option.
When they are different, enter the appropriate proxy information in the fields.
TO SET USER PREFERENCES IN WEB INTELLIGENCE RICH CLIENT
Steps
1. Use the instructions for the application mode in which you are working:
In Reading mode, in the upper right corner, choose >>. Choose Tools .
In Data or Design mode, choose Tools.
The figure shows the options available in Reading mode
2. Choose Options. The User Preferences dialog box appears.
3. Choose the tab page that corresponds to the options you want to define:
General
Allows you to set general preferences
Viewing
Allows you to set document viewing preferences
Locale
Allows you to set preferences for interface and formatting locales and how to use them
Drilling
Allows you to set document drill preferences
Proxy
Allows you to set the proxy host and port
4. Set preferences, and then choose OK .
The preferences are now applied. They are stored in a file in the LocData folder under the SAP
BusinessObjects Business Intelligence installation folder.
TO CHANGE A PASSWORD
Steps
1. Follow the instructions for the application mode in which you are working:
In Reading mode, in the upper right corner, choose >> and then choose Tools.
In Data or Design mode, chooseTools.
A drop-down list displays.
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2. Choose Change Password.
3. Enter your current password in the Enter Old Password field.
4. Enter your new password in the Enter New Password field.
5. Enter your new password again in the Confirm New Password field.
6. Choose OK .
Results
Your password changes to the new password.
DOCUMENT SUMMARY
In the left panel of the main window of Web Intelligence Rich Client, you can display and modify properties
that are assigned by default to the Web Intelligence document.
The document properties options are described in the following table.
Document Properties - Options
Document
Summary
Section
Description
General
This section displays details about the document, such as the title, the person who created
the document, the creation date, keywords that were defined to identify the document,
and a description.
The locale displays the document’s international formatting loca le. The locale affects the
format of, for example, date display, number display, and sort order. For example, if the
document formatting locale is French (France), decimal numbers appear according to the
French formatting rules, that is, with a comma as the decimal separator (3,51;20,05).
Statistics
This section displays details about the last refresh, the duration of the last refresh, the last
modification to the document, and the username of the person who made the
modification.
Document
Options
This section displays the following document options and indicates whether they are
activated for the current document:
Refresh on open
This option refreshes a document automatically each time you open the document.
By default, this option is not selected so that you always see the original data that was
retrieved when the document was last refreshed, and which was stored in the document
when it was saved. To see the most-recent data available in the database, you can refresh
the document manually when you open it. You can also select this option to ensure that
the data is updated automatically each time the document is opened.
Permanent regional formatting
This option formats the document, depending on the document’s locale. The document
maintains the formatting for its locale even when you define a different locale. You can
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Document
Summary
Section
Description
select this option here or in theSave a document dialog box when you save the document.
Use query drill
This option drills in the Query drill mode instead of in the standard drill mode.
Enable query stripping
This option enhances performance during query refresh by generating queries that retrieve
the data only for the objects that contribute to the reports in which the data is used. At
each query refresh, Web Intelligence Rich Client ignores the noncontributing objects and
retrieves only the relevant data from the data provider.
Data Options
This section includes the following document options:
Data tracking
When activated, this option displays the date of the reference data that is set for tracking
change in data.
Auto-merge dimensions
This option synchronizes data providers by merging dimensions automatically under certain
conditions.
Extend merged dimension values
This option extends dimension values in reports with synchronized data providers.
Parameters This option provides the document prompts and key dates.
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TO MODIFY DOCUMENT PROPERTIES
Steps
1. To view the document properties, choose Document Summary .
The left panel displays again to show the Document Summary pane. To view all properties displayed in the
pane, choose the Document Summary dropdown arrow to expand or collapse a section and use the vertical
scroll bar.
To modify the document properties, choose Edit at the top of the Document Summary pane.
The Document Summary dialog box displays.
2. Make changes in the Document Summary dialog box, and choose OK .
REPORTS ADDITION
In the main window of Web Intelligence Rich Client, you can add new reports to a document. You can also
duplicate or delete reports.
TO ADD A REPORT TO A DOCUMENT
Steps
1. In the main window of Web Intelligence Rich Client , right-click the Report tab page at the bottom of
the document and choose Add Report .
A new empty Report tab page, called Report 2, is inserted in the document and displays at the bottom of the
document.
1. In the context menu of the Report 2 tab page, choose Rename. The Rename dialog box displays.
2. In the New value field, enter the name you want to give the report and choose OK .
Results
The Repor t tab page displays the new name for the report.
TABLES
Web Intelligence provides the following types of tables:
Vertical tables
The vertical presentation style is the default style for presenting data. Vertical tables display header cells at
the top of the table and the corresponding data in columns. By default, the header cells display the names of
the dimensions, attributes, and measures included in the table. The body cells display the corresponding
values. Horizontal or financial tables
A horizontal or financial table is similar to a vertical table, except that the data runs horizontally, rather than
vertically. By default, the row headers display the names of the dimensions, attributes, and measures
included in the table. The body cells display the corresponding values. The horizontal table format is useful
for reports with several measures, such as financial reports and balance sheets.
Cross tables
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The appearance of a cross table is similar to that of a spreadsheet. The table displays data in a matrix in
which the row and column headings describe the contents of each cell. Cross tables are most often used to
show the cross-section of three axes of information.
Cross tables display values for dimensions across the top axis and on the left axis.
The body displays the values of a measure that correspond to the cross-section of the dimensions.
Forms
Forms are useful in a report when you want to display detailed information for each customer, product, or
partner. For example, a form is a useful way of displaying individual customer records with information such
as the customer account, name, and address. You can also use forms to format address labels for envelopes.
DISPLAY MODES
When you first create a new document by building and running a query, the data that is retrieved is
generally displayed in a vertical table.
By default, all documents display in the Quick Display mode. The Quick Display mode makes large
documents with many rows and columns of data easier to manage because you can limit the number ofrows and columns for each page in your document.
The Quick display mode displays 100 rows and 20 columns on each page. You can increase these values, as
required. You can insert one or more tables into a blank report or even add them to an existing report.
To insert a table, proceed as follows:
1. Drag the objects (from the Available Objects view), which you want the table to display, onto a
blank area of the report. This is a fast way to build vertical tables.
2. Use the Table buttons in the Report Elements toolbox on the Table tab. Select the table type that
you want to insert and use the Insert report element dialog box to assign the objects to the table.
In the Web Intelligence Rich Client window, you can modify documents and preview those changes in
the Quick Display and Page modes.
The View Page mode displays the results retrieved in the page layout with margins, headers, and footers.
You can switch between the Quick Display and Page modes by choosing Quick Display or Page on the status
bar.
THE DESIGN DISPLAY MODE
To work in Structure mode, proceed as follows:
1. Choose the drop-down arrow next to the Designmode in the upper right corner.
2. Choose Structure only .
In the
Design
mode, you can choose to work with the report structure only. No data appears in the table.
Working with the report structure allows you to make modifications without accessing the server. When you
work with reports that are populated with data, each change that you make is applied on the server.
Therefore, when you want to make many modifications, a good practice is to work only with the report
structure and populate the report with data only after you have finished your modifications.
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VERTICAL TABLES
As a refresher, the next procedure shows how to create one more vertical table.
The default view of new reports is a vertical table.
TO CREATE A DEFAULT VERTICAL TABLE
Steps
1. Create a new query.
2. Choose Run query .
Results
Your results display in a vertical table.
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3. Save the document.
TO CREATE A TABLE BY SELECTING A TEMPLATE
Steps
1. In an existing document, select the mode in which you want to work by
choosing Design → Structure only or Design →With Data.
Working in Structure mode allows you to define and preview the new table without requesting the server to
apply each of your modifications. You can then change to With Design mode to apply all your modifications
and display the results in the new table.
2. Choose the Report Elements tab page.
3. On the Tables tab page, choose the Insert table dropdown arrow for the table type you want to
insert, and choose theDefine Table menu item for the table type.
For example, to insert a horizontal table, choose Define Horizontal Table.
4. In the report, choose the area where you want the table to appear.
The Insert report element dialog box displays and shows the table type that you selected. The fields for the
axis or axes available in the table display to the right.
5. For each axis field, choose the dropdown arrow and select the object for which you want the data
to display.
To add table rows, columns, or body cells, choose the + icon to the right of the axis field.
To delete table rows, columns, or body cells, choose the + dropdown arrow and choose Delete.
6. Choose OK .
Results
The table displays the data from the objects you selected
7.
To add another object to the table and create an additional table column or row, drag an object
from the Available Objectspane to the area of the table where you want to add the column or row:
To create a new column before the existing column, drop the object to the left of the existing
column.
To create a new column after the existing column, drop the object to the right of the existing
column.
To create a new row above the existing row, drop the object on the top edge of a row.
To create a new row below the existing row, drop the object on the bottom edge of a row.
8. Save the document.
TABLE FORMAT With Web Intelligence Rich Client, you can switch from one table format to another table format that is
more appropriate for the information displayed in the report.
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TO CHANGE A TABLE FORMAT
Steps
1. Right-click the table you want to modify.
2. Choose Turn into from the contextual menu.
A menu of the table and chart types displays.
3. Choose the table type to which you want to change the table.
Web Intelligence displays the data in a new table type.
TABLE ADDITION
You can add data to your tables by dragging objects from the Available Objects pane.
When the new data object was not part of your original query and not retrieved from the database, you
need to edit your query, add the data object in the Query panel to the Results Object panel and run the
query before you can add the object to an existing table.
If the new data object is not part of your original query, and not retrieved from the database, you must
perform the following steps before adding the object to an existing table:
1. Edit your query.
2. Add the data object in the Query Panel to the Results Object panel.
3. Run the query.
TO ADD DATA TO AN EXISTING TABLE
Steps
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1. Drag the object from the Available Objects pane to the desired location in the table:
To add the object to a new column to the left of an existing column, drag the object to the left edge
of a column header.
To add the object to a new column to the right of an existing column, drag the object to the right
edge of a column header.
To add the object to a new row before an existing row, drag the object to the top edge of a rowheader.
To add the object to a new row after an existing row, drag the object to the bottom edge of a row
header.
The name of the object appears in the new column or row header, and the values appear in the new body
cells.
TABLE COPY
You can use one of the copy-and-paste methods to copy a table and paste it as another block in the report.
This technique is useful to show the same data, but in another format, for example, as a chart with
formatting to highlight certain information.
TO DUPLICATE A TABLE
Steps
1.
Use your preferred method for duplicating a table.
The following are methods for duplicating a table:
Method Steps
Context sensitive
menu
1. Right-click the table and choose Copy from the contextual menu.
2. Place your cursor where you want the duplicate table to appear. Right-
click and choosePaste.
Toolbar buttons
1. Select the table. In the toolbar above the left panel, choose Copy .
2. Place your cursor on where you want the duplicate table to appear and
choose Paste.
Keyboard
shortcuts
1. Select the table and on your keyboard, press CTRL + C.
2. Place your cursor where you want the duplicate table to appear and on
your keyboard, press CTRL+ V.
2. Save the document.
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TABLES DELETION
You can delete tables, rows, or columns by using a shortcut menu.
TO DELETE TABLE ROWS OR COLUMNS
Steps
2. Right-click the table, column, or row you want to remove.
3. Choose Delete from the contextual menu.
The row, column, or table is deleted.
FREE-STANDING CELLS Freestanding cells are single cells that stand alone in a report. You can use freestanding cells to display
information that adds meaning to your report.
In the Report Element toolbox, there are several types of freestanding cells available on the Cell tab page.
You can add the following information to your reports:
Text comments
You can enter messages, questions, or add titles. As a report designer, you can add tips for the report
consumers on how they can use the report interactivity for additional information.
Images
You can display logos, icons, and photographs.
Formulas or calculations
You can add custom formulas or calculations.
Last refresh date
You can display the date when the document results were refreshed with the most recent data from the
database.
Drill Filter functions
You can display the names of the objects by which the data in a drilled report is filtered.
Page numbers
You can display the page number of each report page.
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PROMPT CELL
The Prompt option in the Pre-Defined cell list allows you to insert a cell to display the users response to an
individual prompt. The Pre-Defined cell is based on the User Response formula taking the prompt question
as the parameter.
TO INSERT A FREE-STANDING CELL
Steps
1. In the Report Element toolbox, choose the Cell tab page.
The Cell tab page is displayed with Blank for inserting a blank freestanding cell and the Pre-Defined menu of
predefined cells.
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2. Choose the drop-down arrow next to Pre-Defined to display the menu of predefined cells that
contains the following options:
Document Name
Last Refresh Date
Drill Filters
Query Summary Prompt Summary
Report Filter Summary
Page Number
Page Number/ Total Pages
Total Number of Pages
3. In the Pre-Defined menu of predefined cells, select the cell you want to use and choose the area in
the report where you want it to be displayed.
The cell is displayed in the report.
4. Save the document.
TO CHANGE THE DEFAULT NUMBER FORMAT
Steps
1. In the report, right-click the cell which contains the number you want to change the default number
format in.
2. Choose Format Number in the contextual menu.
The Format Number dialog box is displayed.
3. Choose the tab pages to the left of Format Number to display the sample formats of the number
types in the Sample screen area.
4. Choose the sample format you want for the number in the chosen cell.
5. Choose OK .
The cell format is updated in the report.
6. Save the document.
TO INSERT TEXT TO LABEL A NEW CELL
Steps
1. In the Web Intelligence Rich Client main window, choose the Report Element toolbox.
2. Choose the Cell tab page.
3. Choose Blank and choose the area in the report where you want the blank cell to be displayed.
An empty cell is displayed in the report.
4. Double-click the new cell.
A dialog box opens with your cursor in the field. You can now enter text or a formula.
5. Enter the appropriate label text in the field and press ENTER.
The text appears in the cell you just created.
6. Save the document.
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TO MODIFY THE DEFAULT TEXT STYLE IN MULTIPLE CELLS SIMULTANEOUSLY
Steps
1. Select the cells to which you want to apply the same formatting. To select multiple cells, first select
one cell and then press CTRL and select the second cell.
Alternatively, use Format Painter in the Tools menu to copy an existing format and paste it to other cells in
your report.
2. Choose the Format toolbox.
3. Choose the appropriate tab page in the Format toolbox and use the buttons and fields on each tab
page to define the formatting you want to apply to the cells.
The name of the tab page indicates the formatting aspect that you can define.
Formatting Aspects for Tabs
Tab Page Formatting Aspect
Font Font type and size
Border Borders and border color
Cell Merge or clear cells
Style Font style, including bold, italics, or underlined; font color and cell background or color
Numbers Numbers format
Alignment Text alignment
Size Cell size
Padding Spacing between cell contents and cell borders
The cells and their contents are displayed with the formatting changes.
4. Save the document.
CHARTS
Web Intelligence offers standard chart formats to graphically display your business information. You can
choose from many chart types in Web Intelligence, including various forms of column, line, pie, bar, and
point charts.
Column charts are useful for showing data changes over a period of time or for illustrating comparisons
among items. Column charts display a series of vertical bars that are grouped by category.
Web Intelligence provides the following column charts:
Column chart
Column chart with dual values
Combined column and line chart
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Combined column and line chart with dual value axes
Stacked column chart
100% stacked column chart
3D column chart
LINE CHARTS Line charts are good for showing trends in data at equal intervals or changes in data over time. Line charts
connect specific data values with either vertical lines or horizontal lines.
Web Intelligence provides the following line charts:
Line chart
Line with dual axes chart
Area chart
PIE CHARTS
Pie charts are useful if you want to show how each part of your report data contributes to the total. Pie
charts display data as segments of a whole. You can include only one measure object in a pie chart. When
you have several measures in your report, choose another chart type.
Web Intelligence provides the following pie charts:
Pie chart
Pie chart with variable slice depth
Donut chart
POINT CHARTS
Point charts are useful for comparing specific data points. They display data as points and are similar to line
graphs, except point charts plot the data points without a line to connect them.
Web Intelligence provides the following point charts:
Scatter chart
Bubble chart
Polar scatter chart
Polar bubble chart
BAR CHARTS
Bar charts are useful for comparing similar groups of data, for example, one time period to another. Bar
charts display data in a horizontal bar format.
Web Intelligence provides the following bar charts:
Bar chart
Stacked bar chart
100% stacked bar chart
RADAR CHARTS
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Radar charts, also known as spider charts, are useful when you want to look at several factors related to one
item. A radar chart displays several axes starting from a unique origin and with a common scale. Each axis
represents an analysis category item. The radar chart contains plots directly placed on each axis according to
the associated values. Plots can be linked by lines.
For example, you can use a radar chart to display revenue data for different services within a hotel. On one
axis, you can display the revenue for the rooms; on another axis, you can display the revenue for therestaurant; and so on.
CHART CREATION
To work in the Structure mode, choose the dropdown arrow beside Design in the upper right corner and
choose Structure only .
You can create charts in the following ways:
In the Report Element toolbox, you can select a chart type from the Chart or Others tab page and
choose the area of the report where you want the chart to display. The chart structure displays in
the report.
You can use the right-click contextual menu option. Right-click the report and
choose Insert → Insert a Report Element . Choose the area of the report where you want the chart
to display. The chart structure displays.
You can use the right-click contextual menu on an existing table or cross-table. Right-click the table
or cross-table and choose Turn Into → More Transformations.
TO CREATE A CHART
Steps
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1. In an existing document, choose the Report Element tab page.
2. On the Chart tab page or the Other tab page, choose the drop-down arrow for the different chart
types and select the chart type you want to create.
3. Choose the area of the report where you want to display the chart.
The chart structure displays in the report.
4.
Drag the required objects to the chart.
The data for the objects display in the chart.
5. Save the document.
CHART TO TABLE CONVERSION
You can change a table into a chart. You can also change from one table type to another or change from one
chart type to another.
TO CREATE A CHART FROM A TABLE
Steps
1. Right-click the table you want to change into a chart and from the contextual menu choose Turn
Into → More Transformations.
Alternatively, when the chart you want to create is in the menu, such as Column, Line, or Pie, you can
directly choose the chart. The Turn Into dialog box displays.
2. On the left side of the Turn Into dialog box, choose the tab page for the chart type you want to
create.
3. In the area where the charts display, select the chart that you want to create.
4. In the area to the right of the Turn Into dialog box, you see the objects for the different aspects of
the chart, for example, the value axis, category axis, region color, pie chart size, and color.
When required, you can modify the values by choosing the arrow next to the field and choosing a new
object. You can add a field by choosing the + icon next to the field. You can delete a field by choosing
the X icon next to the field.
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5. Choose OK . The chart displays the data.
6. Save the document.
TO CHANGE A CHART INTO A TABLE
Steps
1. Right-click the chart you want to change into a table and, from the contextual menu, choose Turn
Into → More Transformations.
Alternatively, when the table you want to create is in the menu, for example, Vertical Table, Horizontal
Table, or Cross-table, you can directly choose the table.
The Turn Into dialog box displays.
2. On the left side of the Turn Into dialog box, choose the Tables tab page.
3. In the area where the table types display, select the table that you want to create.
4. In the area to the right of the Turn Into dialog box, you see the objects in the fields for the different
axes in the table, for example, the horizontal axis, vertical axis, and body axis.
5. Choose OK . The chart displays in the chosen format.
6. Save the document.
CAP 5: PRESENTATION OF DATA IN DOCUMENTS
BREAKS
Breaks allow you to structure the data in a table into groups and to make the data easier to view and
interpret. You can apply breaks on the data and values that you select.
When you insert a break on a dimension, the values for the dimension are automatically sorted in ascending
order.
For numeric values, the lowest value is displayed in the first row of the table and the highest value displays
in the last row.
For alphabetical character values, the values are sorted in alphabetical order, from first row to last.
When you apply a break, Web Intelligence separates all the data for each unique value of the selected
variable. It inserts a blank row or column after each value, which allows you to easily insert subtotals for thedata group.
A long table can be tedious to read and hard to understand. For example, a table
displaying Year , Quarter , State, and Sales revenue shows year and quarter values repeated on several rows.
When you apply two breaks to a table, one on Year and the other on Quarter , the data becomes clear and
simple to read. Each group in the table displays the quarterly Sales revenue for all states, for a
unique Quarter and a single Year . The Year and Quarter values appear once at the break header level and
allow the report user to focus on the State and Sales revenue data.
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In the extra row that appears in the table after each group, you can insert sum totals for revenue over
the Year .
The following are the main advantages of using breaks:
You can efficiently organize the representation of data.
You can display subtotals.
WAYS TO ADD BREAKS
In the Web Intelligence Rich Client application, you can add breaks in the following ways:
On the Analysis tab page, choose the Display tab page, and then choose Break .
From the contextual menu, right-click the row or column where you want to add the break.
Choose Break → Add Break .
TO ORGANIZE A REPORT WITH BREAKS
Steps
1. Choose a table cell in the column or row where you want to insert a break.
2. Choose the Analysis tab page.
3.
On the Display tab page, choose Break . The break appears on the selected column or row.
CALCULATIONS
Web Intelligence provides standard calculation functions on the Functions tab page of the Analysis tab
page to help you make quick calculations on the data in your reports.
You can calculate the sum, average, and percentage of a variable. You can also calculate the total count and
the minimum and maximum values.
TO ORGANIZE A REPORT WITH CALCULATIONS
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Steps
1. Choose a table cell that contains data.
2. Choose the Analysis tab page.
3. On the Functions tab page, depending on the calculation you want to insert, choose Sum or Count .
The aggregated value displays in a new row at the bottom or a new column at the end of the table.
4.
To insert other calculations, repeat steps 1 –3.5. Save the document.
TO DELETE A CALCULATION
Steps
1. Right-click the table or cross table that contains the calculation.
2. From the contextual menu, choose Delete. The Remove dialog box displays.
3. Depending on the table type, choose Remove Row or Remove Column.
4. Choose OK .
SORT ORDERS The order of the non-measure objects in a table initially controls the way the data is sorted or grouped in
the report.
Sorts in Web Intelligence allow you to apply the following orders:
Sort Order Description
Default
A default sort order is sometimes referred to as the natural order.
Depending on the type of data in the column or row, the results are sorted as follows:
Numerical order for numeric data
Chronological order for dates Alphabetical order for alphanumeric data
Ascending
When selected, the results are arranged in ascending order with the smallest value at the top
of the column and the highest value at the bottom. For example, 100, 200, and 300 or
California, Colorado, and Florida.
Descending
When selected, the results are arranged in descending order with the highest value at the top
of the column and the smallest value at the bottom. For example, 300, 200, and 100 or Florida,
Colorado, and California.
Custom
With a Custom sort you define your own sort order.
Apply the sort to be ascending or descending on columns or rows. An ascending or descending
sort impacts only the table in which you apply the sort and is independent of sorts applied to
other tables.
However, Custom sorts are applied to an object. As a result, all tables in the document that
use the object inherit the custom sort. Applying a custom sort, sorts the data in the data
provider, not just in the table.
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Sort Order Description
You can add a temporary value, which does not exist in the database to your document and
then include the value in your custom sort.
For example, you can add a month 13 for adjustment purposes to your document even if the
value does not exist in the database.
Alternatively, you can anticipate the addition of a new store to the database. Before the new
store name exists in the database, you can add the value as a temporary value and use the
new value as a placeholder for the design of your documents.
USES OF VARIOUS SORT ORDERS
The sort feature allows you to format data in ascending or descending order. For example, in a table that
shows
State, Year , and
Sales revenue, you can apply an ascending sort onYear
and a descending sort
on Sales revenue. The table displays the years in chronological order and within each Year , the Sales
revenue displays in descending order.
A default sort uses one of the predefined sort orders described in the table, such as ascending or
descending. For example, to sort your sales revenue data so that the state with the highest sales revenue for
each year appears first in the group, apply the default descending sort order on Sales revenue.
Custom sorts allow you to define your own order for the data displayed in a report. For example, you can
apply a custom sort to display the eFashion month names in chronological order.
SORTS AND BREAKS When you insert a break on a dimension, Web Intelligence automatically sorts the values for the dimension
in ascending order.
For numeric values, the lowest value appears in the first row of the table, the highest in the last row.
For alphabetical characters, the values appear in alphabetical order from top to bottom. You can change this
sort order at any time.
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TO CREATE A DEFAULT SORT
Steps
1. In the report, choose the cell in the row or column on which you want to apply a sort.
2. Choose the Analysis tab page.
3. On the Display tab page, choose the arrow next to Sort and choose the sort order you wish to
apply.
4. Choose the appropriate sort order. This sorts the row or column data in the specified order.
TO DELETE A DEFAULT SORT
Steps
1. Choose the arrow next to Sort and choose None.
COMPLEX SORTING
Complex sorting allows users to display data in more ways than simple sorting does. With complex sorting
you can create custom sort orders or set sort order priorities. In the Web Intelligence Rich Client application
complex sorting is performed using the Manage Sortsdialog box.
TO CREATE A CUSTOM SORT
Steps
1. In the report, choose a cell in the table on which you want to apply a custom sort.
2. Choose the Analysis tab page.
3. On the Display tab page, choose the arrow next to Sort and then choose Advanced .
Results
The Advanced dialog box appears.
4. Under Sort , choose Add . The Add Sort dialog box displays.
5. Choose the object in the column or row to which you want to apply the custom sort and
choose OK .
6.
Under the Custom Order section, choose Values. The Custom Sort dialog box displays.7. Optionally, in the Values to add to list area, enter the name of a value that does not yet exist in the
database and choose the > button. The value is added to sorted values.
8. Choose each value in the Customized ascending list and use the arrows to place the value in the
correct order within the sort.
9. Choose OK to create the custom sort and close the Custom Sort dialog box.
10. Choose OK to close the Add Sort dialog box. The table displays with the data sorted in the order you
defined.
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HIDDEN DATA
You can show or hide tables, rows, columns, or dimensions on the Report Elements tab page on the Cell
Behaviors tab page by choosing from the list that displays at the arrow next to theHide pushbutton.
To show or hide a table, row, or column, you can also use the right-click contextual menu for the table and
choose
Format Table.
Sometimes, tables or specific rows and columns either do not display values or they display values
insignificant to the report user. However, as a report designer, they are valuable to you in presenting data
accurately.
For example, when your organization stops selling a product, the table, rows, or columns for the product will
be missing sales revenue data. By default, Web Intelligence displays the empty table, rows, or columns. You
can choose to display or hide the table, rows, or columns that contain no data. You can also display or hide a
table based on the results of a formula.
You can also show or hide a dimension. For example, the Month object in theeFashion database provides
the number of the month, but the report users prefer to view this as the
Month
name. You can display
the Month value to use an ascending sort on the number of the month, and then hide the month because it
distracts the report users.
TO HIDE DIMENSIONS IN TABLES Steps
1. Choose the row or column in which the data for the dimension displays.
2. Choose the Report Elements tab page.
3. On the Cell Behaviors tab page, choose the Hide drop-down arrow and choose Hide Dimension.
Results
The row or column no longer appears in the table
TO SHOW HIDDEN DIMENSIONS IN TABLES
Steps1. Choose the table containing a hidden dimension.
2. Choose the Report Elements tab page.
3. On the Cell Behaviors tab page, choose the Hide drop-down arrow and choose Show Hidden
Dimension.
Results
The row or column containing the dimension displays in the table.
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TO HIDE OR SHOW A TABLE, COLUMN, OR ROW
Steps
1. Right-click the table, and from the contextual menu, choose Format Table. The Format Table dialog
box displays.
2.
In the Format Table dialog box, choose the General tab page.
3. To hide or display in a vertical, horizontal, or cross table use the following table:
To Choose
Hide the table Hide always
Hide the table when it is empty Hide when empty
Hide the table when a formula is true Hide when following formula is true
Display rows with empty measure values (for vertical andcross tables)
Show rows with empty measure values
Display rows with empty dimension values (for a vertical
table)Show rows with empty dimension values
Display columns with empty measure values (for horizontal
and cross tables)
Show columns with empty measure
values
Display columns with empty dimension values (for a
horizontal table)
Show columns with empty dimension
values
Display rows or columns with empty dimension values (for
cross tables)
Show rows/columns with empty
dimension values
4. Choose OK .
TO SHOW HIDDEN TABLES, CELLS OR SECTIONS
Steps
1. Choose Document Structure and Filters .
2.
The document structure displays when you extend the Blocks to see the objects contained in thedata block; the hidden objects display in italics.
3. Right-click the block that contains the hidden dimension that you want to show and
choose Hide → Show Hidden Dimensions.
Results
The dimension which was hidden now displays in the table.
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BREAK HEADERS AND FOOTERS
Report designers frequently use breaks to structure table data into smaller groups in order to create
subtotals. When you apply a break to a table, the break footer displays as an additional row at the bottom of
the table and displays the subtotal data clearly. However, every time that a break is placed on a table, a
header is created.
When you know how to control the display of headers and footers you can use them to present your data
clearly. For example, you can create a report that shows Year , Quarter ,Month Name, and Sales
revenue and insert a break on both Year and Quarter , but only display footers for the break on Quarter .
The Quarter footer can contain the sum for the quarterly sales revenue.
You can create a report with the same objects, insert a break on both Year and Quarter , and display footers
for both Year and Quarter . Then, you can display both the yearly and quarterly sales revenues in the
appropriate footer.
When you first insert a break on data, the default display options apply to the data. You can view the default
break settings in the
Manage Breaks
dialog box.
MULTIPLE BREAK HEADERS AND FOOTERS
You can adjust the settings in the Manage Breaks dialog box to format the display of breaks for the following
properties:
Display properties
These determine how the results display on the break.
Page layout properties
These determine how the breaks display on the report page.
Breaks and their Properties
Breaks Properties
Break header Displays a header for each part of the table, cross table, or form when a
break is inserted
Break footer
Adds a footer after the last row for a table or the last column for a cross
table when a break is inserted
When you apply a calculation to the data, the result displays in the footer.
Apply sort Applies the default sort order to the values in the break
Duplicate values: Display all Displays all values in the break, even when there are duplicates
Duplicate values: Display first Displays only the first value when there are duplicates
Duplicate values: Merge Merges cells containing duplicate values and displays a single value over the
merged cells
Duplicate values: Repeat first This displays the first value in a group of duplicate values at the beginning of
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Breaks Properties
on new page the break and on each new page.
Start on a new page This displays each part of the table or form created by a break on a new
page.
Avoid page breaks in blocks Where possible, this keeps each break section on the same page.
This option does not apply to blocks larger than one page.
Repeat header on every page This repeats the header at the top of the table on every new page when a
table displays on more than one page.
Repeat footer on every page This repeats the footer at the bottom of the table on every new page when
a table displays on more than one page.
TO VIEW AND MODIFY DEFAULT BREAK SETTINGS
Steps
1.
Choose a table on which you have defined a break.
2. Choose the Analysis tab page.
3. On the Display tab page, choose the Break drop-down arrow and choose Manage Breaks.
Results
The Manage Breaks dialog box displays.
4. Choose the breaks available in the Block on the left.
Results
The corresponding properties appear on the left.
5. On the left, choose the break you want to modify.
6.
On the right, select or deselect the properties according to how you want the breaks to display.
7. Choose OK .
BREAK FORMATTING
To format the display of breaks, edit the settings in the Manage Breaks dialog box.
Follow these guidelines when using breaks:
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Place all the needed breaks onto the table before making any calculations. When you apply a break
on an object that includes a calculation, Web Intelligence does not recognize the need for
recalculation at the new break level (that is, to create subtotals). Place the breaks first to ensure
that the calculation results display correctly.
If you place an automatic calculation, such as Sum or Count , in a table after you format the breaks,
you will lose all the break footers formatting. The default action for these calculations is to calculate
on all break levels present, regardless of how they have been formatted.
MULTIPLE BREAKS PRIORITIZATION
You can also use the Manage Breaks dialog box to prioritize multiple breaks.
In a document with multiple breaks, you can change the default order so that one break is displayed at a
higher priority than the others.
TO SET THE PRIORITY OF MULTIPLE BREAKS IN A TABLE
Steps
1. In the Manage Breaks dialog box, choose the break to which you want to assign the highest
priority.2. Use the up arrow to the right of the dialog box to move the break to the first position in the display.
3. Choose the other breaks to which you want to assign priority and choose the up or down arrow
button to promote or demote the priority of each break in the display.
4. Choose OK .
Results
5. The display of the breaks change to reflect the updated priority.
Results
CROSS TABLE FORMAT
When two or more measure objects are used in a cross table, an additional header is needed to display both
object names.
As cross tables contain two levels of dimension objects (object values are located both in the columns and in
the rows of the block), several unique formatting issues may occur.
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TO FORMAT ADDITIONAL HEADER ROWS
Steps
1. Choose the cross table.
2. Right-click and from the contextual menu, choose Format Table.
Results
The Format Table dialog box displays
3. On the General tab page, choose Show object name.
4.
Choose OK .
Results
The measure object names appear as column headers in the cross table.
5. Optionally, to remove the two headings that appear on the top left corner of the cross table, press
the CTRL key and choose the extra headings.
6. Choose the Format tab page.
7. On the Cell tab page, choose Clear . The two headings on the top left corner of the cross table no
longer display.
TO CENTER THE OBJECTS IN THE COLUMN HEADER IN A CROSS TABLE Steps
1. Choose the column header cell.
2. Choose Center on the Formatting toolbar to center the text or objects.
REPORT DATA FILTERS
Tables or other blocks in your reports can sometimes be large and not easy to read at a glance. You can
apply a report filter or an input control on a specific object so that it displays only the information that
interests you.
You apply report filters and input controls when you are editing a document in the Web Intelligence Desktop
window.
You can define filters and input controls on dimensions, measures, details, and variables listed on the
Available Objects pane of the document.
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Methods for restricting the data displayed in a document
Method Description
Query
filters
This allows you to limit the amount of data that is retrieved from the data source and returned
by the query to Web Intelligence documents.
Query filters can only be applied when you are creating or editing the query in the Query Panel .
Report
filters
These allow you to restrict the data shown in the report by displaying specified data. The data is
still contained in the document; it is only hidden from the report display.
The report users who view the report in Reading mode cannot see what filters have been
applied to the report.
Input
controls
These provide another way to restrict the data shown in the report by displaying specified data.
In addition, input controls empower report users who view the report in Reading mode to see
both what input controls have been applied to the report and to select the filtered values to
adapt the report display to their needs.
TYPES OF REPORT FILTERS
You use a different method to create each report filter type.
Web Intelligence includes the following report filters:
Simple report filters
These offer an easy way to create a simple filter for one value. They use only the equal to (=) operator and
they filter all of the data blocks in the report. The filter is a global filter. Therefore, it applies to the whole
report and affects all of the data blocks that it contains.
Standard report filters
These offer the greatest flexibility in the definition of your filter. You can use them to create simple or
complex filters because all filter operators are available and you can filter on single values or lists of values.
Standard report filters also offer the greatest flexibility to select the data to which the filter is applied. A
standard report filter can be a global filter and applied to the whole report or it can be a block filter and
applied to only one data block in the report.
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TO CREATE A SIMPLE REPORT FILTER
Steps
1. In the report, choose the Analysis tab page.
2. On the Interact tab page, choose Filter Bar .
Results
The Filter bar displays.
3. Drag the object on which you want to filter to the toolbar. You can add multiple objects to the
toolbar to create multiple filters.
4. From the list of values, choose the value on which you want to filter.
5. Save the document.
TO DELETE A SIMPLE REPORT FILTER
Steps
1.
To remove a simple report filter, in the Query Filters screen area, choose the object and drag it to
the Available Objects pane.
2. Save the document.
TO CREATE A STANDARD FILTER
Steps
1. Choose the report element that you want to filter in the report or in the Document Structure and
Filters panel.
2. Choose the Analysis tab page.
3. On the Filters tab page, choose Filter . The Report Filter dialog box displays.
Results
On the Filter map panel, the report element to which you want to apply the filter displays.
4. Choose Add Filter .
5. Double-click the object you want to filter.
Results
The object selected displays in the filter definition area.
6. Choose the arrow next to the operator field and choose an operator.
7. Enter the operand in the Type the value field and choose Enter .
8. Choose OK .
9.
Save the document.
TO DELETE A STANDARD REPORT FILTER
Steps
1. Choose the report element that has the filter applied to it.
2. Choose the Analysis tab page.
3. On the Filters tab page, choose the Filter drop-down arrow and choose Remove Filter .
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Results
The filter is removed from the report element.
4. Save the document.
TO FILTER WITH INPUT CONTROLS Steps
1. In the report where you want to apply input controls, choose the Analysis tab page.
2. On the Filters tab page, choose the arrow next to Controls and choose Define Control .
Results
The Define Input Control wizard displays to guide you in creating input control.
3. Choose the object for which you want to control the values that display in the report and then
choose Next .
Results
The Choose Control Type values display.4. Choose the control type you want to use and, when required, define the properties for the control
type.
Choose Next .
Results
5. The Assign Report Elements step displays.
6. Choose the report element(s) to which you want to apply the input control and choose Finish.
TO DELETE INPUT CONTROLS
You need to perform the following steps to delete input controls:Steps
1. In the report with input controls, display the Input Controls pane on the left pane.
2. Move your mouse over the input control you want to delete to display the buttons for the input
control. Choose Remove. The input control no longer appears in the Input Controls pane and no
longer filters the data in the report.
RANKING
You can apply ranking at the following levels:
Database level
In the Query panel, on the Query Filters panel toolbar, choose Add a database ranking (this feature is
database-specific).
Report level
On the Report tab page, choose the data block to which you want to apply a ranking and on the Analysis tab
page, choose the Filters tab page, and then choose Ranking.
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TO APPLY RANKING TO A REPORT
Steps
1. In the report, choose the row, column, or data block to which you want to apply the ranking.
2. Choose the Analysis tab page.
3. On the Filters tab page, choose Ranking.
Results
The Ranking dialog box is displayed.
4. Choose the value for the range of values you want to display.
5. Choose the number of values you want to display in the field next to
the Top or Bottom checkboxes.
6. Choose the measure on which the ranking is based from the Based on list.
7. Select the Ranked By checkbox and choose the dimension on which the ranking is based when you
want to rank by a particular dimension and not by all dimensions in the block.
8. In the Calculation mode list, choose the Rank calculation mode.
9. Save the document.
TO REMOVE RANKING FROM A REPORT
Steps
1. In the report, choose the data block to which the ranking applies.
2. Choose the Analysis tab page.
3. On the Filters tab page, choose the arrow next to Ranking and choose Remove Ranking.
Results
The data block shows all the data retrieved.
CONDITIONAL FORMATTING RULES
Conditional formatting rules enable you to highlight results that meet or fail specific business targets. You
can create a simple rule to highlight high or low results with a specific color or advanced conditional
formatting rules that display a text comment, such as High Performer .
For example, you can create a rule to highlight margin results that exceed $1,100,000. The margin results
greater than $1,100,000 are highlighted every time the report data is refreshed.
The object or cell contents, the operator, and the operand make up the condition that determines whether
the formatting is applied to each cell where the rule is applied. When you apply the new rule or alerter to a
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table column, row, or cell on a report, Web Intelligence applies the condition to the cell values and displays
any values that meet the condition in the rule with the formatting specified.
Web Intelligence applies a default format to display the formatting rule.
You can make changes to this default format. You can insert multiple conditions within a rule. You can also
create an advanced formatting rule by inserting a formula.
A formatting rule contains the following elements:
A name
An object or cell contents
An operator
The operand value(s) or another object
The conditional formatting
There are additional principles to remember while creating rules, those principles are as follows:
You can apply rules to tables, forms, section cells, and free-standing cells.
You cannot apply rules to charts.
You can include up to 30 formatting rules in a document. You can apply rules to a maximum of 20
table columns or rows, free-standing cells or section cells on the reports. A maximum of 10
formatting rules can be applied to a single-table column or row, free-standing cell or section cell.
CREATE AND ACTIVATE A CONDITIONAL FORMATTING RULE
You can create a formatting rule in the Formatting Rule Editor. When you create conditions for the rule, you
must specify the appropriate filtered object or cell, the operator, and the operand for the rule.
You can define the formatting in which the data should display when it satisfies the conditions for the rule.
For example, you can define the formatting for the numbers, font style, background style, and borders.
Then, you can define the formatting in which the data should display when it satisfies the conditions for the
rule. Finally, you can apply the rule.
You can apply the rules to the following report elements:
Columns in vertical tables
Rows in horizontal tables
Cells in forms and cross tables
Section headers
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Free-standing cells
TO CREATE A SINGLE CONDITION FORMATTING RULE
Steps
1. In the report, choose the Analysis tab page.
2. Choose the Conditional tab page.
3. Choose New Rule.
Results
The Formatting Rule Editor dialog box displays.
4. In the Name field, enter a name for the formatting rule.
5. In the Description field, type the description for the formatting rule.
6. In the Filtered object or cell field, specify whether you want the rule to act on an object or cell
contents according to the description of the options in the following table:
Specify To Create a Rule That Acts on
Cell contents The contents of the cell to which you apply the rule
Filtered object The value of an object
7. To define a filtered object, choose the button next to the field and choose the object from
the Available objects dialog box.
8. Choose the operator from the operator list.
9. Use one of the following techniques to enter the value that triggers the formatting rule in
the Value dialog box:
Enter the value.
Choose the Value field, choose Select Value, and choose the value from the List of Values dialog
box.
Choose the button to the right of the Value field. From the menu, choose Object or Variable , and
choose the object or variable from the Objects and Variables dialog box.10. Optionally, choose the Format tab page and modify the format properties in the Formatting Rule
Editor dialog box.
11. Choose OK .
Results
The Formatting Rule Editor dialog box closes, the new formatting rule displays in the Formatting Rule list.
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TO APPLY CONDITIONAL FORMATTING RULES
Steps
1. Choose the report element to which you want to apply the rule.
2. Choose the Analysis tab page.
3.
On the Conditional tab page, choose the arrow next to Formatting Rules and choose the rule to
apply. In the report, the data that meets the conditions for the rule displays with the formatting
defined for the rule.
MULTIPLE CONDITION FORMATTING RULES
You can apply multiple conditions in a single formatting rule.
For example, you can highlight Sales revenue when results reach more than$300,000 and when those
results occur in stores in any U.S. state except California.
The data that meets both conditions triggers the formatting that you defined. To display the data that meets
different conditions with different formatting, create multiple
Else
conditions. You create Else conditions by
choosing Add at the top of the condition area and define the new condition using different formatting
settings.
Note: You can create a maximum of 30 formatting rules in a document
TO CREATE A MULTIPLE CONDITION FORMATTING RULE
Steps
1. In the Formatting Rule Editor , choose Add Condition to the right of the Operands field, below the
first condition defined.
Results
The fields for a new condition display below the existing row. The operator AND links the conditions.
2. Complete the fields for the new condition.
3. Choose OK . The new rule appears in the Formatting Rules list.
SECTIONS
You can apply sorts to the results displayed in section cells to organize the order in which sections display in
report tables.
Sorting sections allows you to logically organize the section headers in a report.
You can group data in a block using the break section function.
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A section displays the grouped value and appears as a header outside the block, instead of remaining within
the block. More importantly, a break merely groups data within a block, whereas a section groups the entire
report. When you have multiple tables and charts in a single report, the sections group the data for all tables
and charts according to the section value.
The advantages of sections are as follows:
You can project multiple blocks from the same microcube within a single report, all subgrouped to
the sectioned level.
You can insert subtotal cells, repeated in each section, which are created by the simple process of
drag and drop.
For example, when you create sections on a report for each year, you can apply a descending sort to
organize the sections with the most recent year as the first section and the earliest year as the last section of
the report.
TO CREATE A SECTION
Steps
1. In the report, right-click a cell in the row or column on which you want to create a section. For
example, if you want to create a section on State, right-click one of the cells in the State row orcolumn.
2. Choose Set as Section. The cell you select defines which object is used to divide the table into
sections. Each value of this object displays as a section header and the table below each section
header displays the data concerning that value.
TO DISPLAY AN AGGREGATE
Steps
1. In the report, select a cell in the row or column for the object on which you need to display an
aggregate. For example, if you need to display an aggregate for Sales Revenue, select a cell in
the Sales Revenue row or column.2. Choose the Analysis tab page.
3. On the Functions tab page, choose Sum or use the More list to choose the appropriate aggregation
for your report. A new row or column displaying the aggregate is inserted in the table in each
section.
4. Optionally, to display the aggregate at the section heading level, right-click to choose the cell with
the aggregate and from the contextual menu, choose Copy .
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5. Position your cursor at the section header level. Right-click, and from the contextual menu,
choose Paste.
TO INSERT A BLOCK IN EACH SECTION
Steps
1. In a sectioned report, choose the Report Element tab page.
2. Choose the Table, Chart , or Others tab page, according to the type of data block you want to insert.
3. On the tab page, choose the arrow next to the button and choose the type of data block you want
to insert.
4. Choose the area in the section where you want the chart to display. The data block displays in the
section and appears in the same position in each section. You can now add the block of data that
you want to display.
TO NAVIGATE FROM SECTION TO SECTION
Steps
1. In the Web Intelligence Desktop main window, in the left panel, choose Report Map. The Report
Map panel displays all the reports and sections that the document contains.
2. Choose the + next to the report name to expand the structure of the report you want to navigate.
3. Choose the name of the section you want to navigate. The displayed report scrolls down the
selected section within the report.
TO DELETE A SECTION
Steps
1. In the sectioned report, right-click the section cell and from the contextual menu, choose Delete.
2.
Choose Section and Cell to delete the section.3. Save the document.
REPORT DATA DISPLAY
You can hide and display report data by folding and unfolding report elements, such as sections, tables, and
breaks.
Folded Report Elements
The following table describes the result when a report section, table, or break is folded:
Report
Element
Result when Folded
Section
The section details are hidden and only free cells are displayed. In Reading mode, you can fold
and unfold sections in the Web Intelligence HTML interface, the Web Intelligence Applet
interface, and Web Intelligence Rich Client.
Table or
break
The rows are concealed and only headers and footers are displayed. Only tables with headers
and footers can be folded and unfolded. In Reading mode, you can fold and unfold tables and
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Report
Element
Result when Folded
breaks in the Web Intelligence Applet interface and Web Intelligence Rich Client, but not in the
Web Intelligence HTML interface.
When you view a Web Intelligence report in Reading mode, you can also freeze table headers, rows, and
columns so that they stay displayed as you scroll through the data. You can freeze one or several zones in a
table, depending on the type of table it is.
Table Freezing Zones
The following table outlines which zones you can freeze for each type of table:
Type of Table Available Zones to Freeze
Vertical Header or columns, or both.
Horizontal Header or rows, or both.
Cross Vertical header or horizontal header, or both.
TO FOLD AND UNFOLD REPORT DATA
You can fold and unfold data in Reading mode or in Design mode by activating the outline.
Steps
1. Open a Web Intelligence document.
2. In Reading mode, click Outline, or in Design mode, in the Analysis tab, choose the Interact subtab,
and click Outline.
3.
Use the +/- icons or the arrows on the bars to fold and unfold the corresponding report elements.
4. Use the icons at the side or upper part of the bar to fold and unfold all instances of a specific type
of report element.
TO FREEZE TABLE HEADERS, TOP ROWS, OR COLUMNS
You can freeze table headers, top rows or left columns in a Web Intelligence document in Reading mode.
Steps
1. Open a Web Intelligence document in Reading mode.
2. In the report panel status bar, click the Quick Display mode button.
3.
Select a cell in a table.4. In the main toolbar, select from the following options, depending on whether the table is a
horizontal, vertical, or cross table:
Click the Freeze icon to freeze headers directly.
Click the arrow next to the Freeze icon and select Freeze Header Rows in vertical or cross tables.
Click the arrow next to the Freeze icon and select Freeze Header Columns in horizontal or cross
tables.
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Click the arrow next to the Freeze icon and select Freeze Top Rows or Freeze Left Columns, and
select the number of rows or columns you want to freeze.
CAP 6: WEB INTELLIGENCE DOCUMENT FORMATTING
DOCUMENT FORMATTING
To format your documents and the various report elements they contain, right-click the report element in
the report panel or on the Document Structure and Filters panel and from the context menu, choose the
corresponding Format item.
Tab Pages for Formatting Options
Report Element Tab Page
Report and report header and footer Page Setup
Tables and cells Format
Sections Report Element
DYNAMIC AND BACKGROUND IMAGES
You can define background images dynamically based on formulas directly from theFormat Report , Format
Section, Format Table, or Format Cell dialog box. Display options for dynamically defined images are the
same as for any other image type. This means that dynamic images do not need to be specifically sized to fit
within a cell.
TO FORMAT A REPORT
Steps
1. Right-click the Report tab page for which you want to view or change the format options and from
the context menu, choose Format Report .
Results
The Format Report dialog box displays
2. Choose the appropriate tab page for the format options you want to define.
3. Use the following table to make changes:
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Option Description
General To define the report name and content
Appearance To define the report color, pattern, and hyperlink color
Border To define the appearance of borders
LayoutTo define horizontal and vertical, start on a new page, avoid page break, and repeat
options on every page.
4. Choose OK .
Results
The report displays according to the format options you define.
TABLE FORMATTING
You can use the Format Table dialog box to define the appearance of, to hide or show, borders, headers,
footers, and display options
TO FORMAT A TABLE
Steps
1. Right-click the table for which you want to view or change the format options and from the context
menu, choose Format Table.
2. Choose the appropriate tab page for the format options you want to define.
3. Use the following table to make changes:
Option Description
GeneralTo define the table name, show rows or columns options, show measure and dimension
value options, hide options, and show table header and footer options
Border To define the appearance of borders
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Option Description
Appearance To define the background image or color, spacing and padding, and alternate row colors
LayoutTo define horizontal and vertical start on a new page, avoid page break and repeat on
every page options, and to define relative position of the table on the page
4. Choose OK .
Results
The table displays according to the format options you define.
CELL FORMATTING
You can use the Format Cell dialog box to define the appearance of the cell height, width, and the legibility
of the data the cell contains.
TO FORMAT A CELL
Steps
1. Right-click the cell or cells for which you want to view or change the format and from the context
menu, choose Format Cell .
2. Choose the appropriate tab page for the format options you want to define.
3. Use the following table to make changes:
Option Description
General To define the cell name, size, display, or hide options
Alignment To define the alignment of text within the cell, cell padding, and display options
Font To define the cell font
Border To define the appearance of borders
Appearance To define the background image or color
Layout To define horizontal and vertical start on a new page, avoid page break and repeat on
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Option Description
every page options, and define relative position of the cell on the page
4. Choose OK .
Results
The cell or cells display according to the format options you define
FORMATTING CURRENCY
The Format numbers tab page allows you to format numbers so that they display in currency format. It also
allows you to display values as percentages.
TO INSERT A PAGE NUMBER IN THE REPORT FOOTER
Steps
1.
In the report, choose the Page Setup tab page.2. On the Display tab page, choose Page to view the document in Page mode.
3. Click the bottom of the page so that the footer outline displays.
4. Choose the Report Element tab page.
5. On the Cell tab page, choose the Pre-Defined drop-down arrow and choose Page Number .
6. Click the area in the footer where you want to position the page number.
Results
The page numbers appear in the footer of your document.
SECTION FORMATTING
You can use the
Format Section
dialog box to hide the section and to define the appearance of the section
background and layout on a page.
TO FORMAT A SECTION
Steps
1. In the report, when required, click within the section to display the outlines of the section.
2. Right-click within the section and from the context menu, choose Format Section.
3. Choose the appropriate tab page for the format options you want to define.
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4. Use the following table to make changes:
Option Description
General To define the section name, height, and hide options
Appearance To define the background image or color
Layout To define vertical start on new page, avoid page break, and repeat on every page options
5. Choose OK .
Results
The sections display according to the format options you define
PDF AND PRINTING
When you prepare documents for a PDF file or printing, use the format options at various levels of your
document to ensure that the data displays on the page in a way that is easy to view and interpret.
For example, use the format options associated with sections to ensure that each section starts on a new
page. Use the format options associated with breaks to avoid page breaks in a block.
TO PREPARE DOCUMENTS FOR PDF AND PRINTING Steps
1. Create a new document with the Year , Quarter , Month name, State, Store name, and Sales
revenue objects.
2. On the Page Setup tab page, choose the Display tab page and then choose Page to show that the
document appears when printed or in PDF.
3. Apply a break to the Year column.
4. Right-click the Year column and choose Break → Manage Breaks.
5. In the Duplicate values area, choose Repeat first on new page.
6. In the Page Layout area, select theStart on new page and Repeat header on every page checkboxes.
7. Choose OK .
8.
Set a section on the State object. Right-click in the section area of the document and
choose Format Section.
9. Choose Layout and select the Start on new page checkbox.
10. Choose OK .
11. Save the document.
BEST PRACTICE FOR FORMATTING BAR CHARTS
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Before you format a chart, first create a chart and then populate it with all its dimensions.
The steps to format a chart are as follows:
1. Apply a chart style.
A chart style is a group of settings stored within a source file. The chart style allows you to manipulate
several aspects of the chart.
Chart styles group together a set of predefined settings, including the placement of chart items within the
chart, color palettes, textures, shadows, and fonts.
You can select the styles Flashy , Normal , or High Contrast .
2. Change the default format options in the Format chart dialog box.
The Format chart dialog box provides two levels of tabs to allow you to manage the many aspects of chart
display.
TO APPLY A CHART STYLE
Steps
1. Choose the Format tab page.
2. Choose the chart to which you want to apply a chart style.
3. Choose the Chart Style drop-down arrow, and choose the chart style.
TO CUSTOMIZE THE FORMAT OF A DATA SERIES IN A CHART
Steps
1. Right-click in the chart segment.
2. From the contextual menu choose Format Data Series.
Results
The Format Data Series dialog box displays.
3. Choose Custom.
4. Choose the Color drop-down arrow and then the color you wish to apply.
5.
Adjust the opacity of the color if required.6. Select the Show Data Labels checkbox and then OK .
Results
The selected chart segment appears based on its specific settings while the rest of the chart appears
unaffected.
TO DEFINE A BAR CHART FORMAT
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Steps
1. Right-click the chart and from the context menu, choose Format Chart .
2. In the Format chart dialog box, define the format options.
3. Choose OK .
Results
The chart shows the format options you defined.
CAP 7: DATA CALCULATION
FORMULAS
A formula is a calculation that you create to display data that is not retrieved by existing objects in the
universe.
Use a formula when you require a calculation for a table and do not need to use it again.
You can add formulas to the Web Intelligence document in the following ways:
Type or drag and drop the formula components to the Formula toolbar.
Use the Formula Editor to build the formula.
The first way is more suitable for experienced users. If you are not familiar with formulas, you should use
the Formula Editor to build them.
The Formula Editor is an interface that allows you to select the different components of your formula, such
as operators and objects, when creating the formula.
VARIABLES
Variables are useful when you require a calculation and plan to use it more than once and in different blocks
and report tab pages within a document.
A variable is a formula that you save with a name. A qualification is assigned to the variable, which is based
on the formula. A variable acts as an object in the document and displays in the Available Objects panel in
the Web Intelligence main window, similar to any other data object. You can use the variable as you would
use any object to display the results of the calculation in multiple blocks and reports throughout the Web
Intelligence document.
The advantage of creating a variable is that you can reuse the formula without having to enter it each time.
A variable is defined according to the formula you enter when you create it. However, a variable behaves
like a standard object in a query and a document.
A variable is saved in a document. Therefore, it can be used in any report within the document.
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Considering the advantages of a variable, create a variable instead of a formula. When required, you can
create a formula and later convert it to a variable, but creating a variable directly saves you time and effort.
TO ACCESS ONLINE HELP
Steps
1. In the Formula Editor or Create Variable dialog box, choose the function or operator you require
information on.
2. Choose More on this function.
Results
Links to specific help topics display.
FORMULAS AND VARIABLES
When you create a report that prompts users to select the values on which they want to filter the report
data, you can also create a formula that allows you to use the user selected prompt values in the title of the
report.
TO CREATE A VARIABLE THAT CAPTURES THE RESPONSE TO A PROMPT
Steps
1. To display the formula bar in a report that uses a prompted query filter, go to the left panel and
choose the Properties tab page.
2. Choose the View drop-down arrow and choose Formula Bar .
Results
The Formula Bar displays at the top of the report.
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3. Choose the cell where you want the prompt response to display, for example, the Report Title cell.
On the Formula bar , choose Create Variable. The Create Variable dialog box displays. A gray border
appears around the cell to show it is selected and the contents of the cell display in the formula
bar.
4. In the Formula area, when required, delete all the text except the equal sign (=) that starts the
formula definition.
5. Type the text you want to display before the prompt value in the cell.
6. In the Operators list, choose the plus sign (+).
7. In the Functions area, expand the Data Provider folder.
8. Double-click UserResponse. You may need to scroll down in the Functions list to display this
function.
9. Within the parenthesis, enter the prompt text you used to create the prompt.
10.
Choose Validate to check the syntax of the formula.
11. Choose OK .
Results
The cell displays the results of the formula created as a variable and displays the value of the object selected
in the prompt.
12. Save the document.
TO DEFINE A FORMULA
Steps
1.
To display the Formula Bar , choose the Properties tab page.2. Choose theView drop-down arrow and then Formula Bar .
3. Choose the cell where you want to enter the formula.
4. From the Formula Bar choose Formula Editor .
5. Build the formula using the Formula Editor .
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TO CREATE A VARIABLE FROM A FORMULA
Steps
1. Choose the cell that contains the formula. The formula bar displays the definition of the formula.
2. On the formula bar, choose Create Variable.
Results
The Create Variable dialog box displays and in the Formula area, the formula displays.
3. Enter a name in the Name field.
4. In the Qualification field, choose a value.
5. Choose OK .
Results
The variable displays in the Available Objects panel.
TO INSERT A ROW OR COLUMN IN A TABLE
Steps
1. In the report, right-click a cell in a row or column beside, above or below where you want to insert
a new row or column and choose Insert .
Results
A list appears allowing you to insert columns before and after, or rows above and below, the cell you
choose.
2. Choose the appropriate item from the list.
Results
A column or row is inserted in the location you choose.
3. Save the document.
VARIABLE MODIFICATION
You can modify or delete a variable in the Available Objects panel in the Web Intelligence main window.
TO MODIFY A VARIABLE
Steps
1. In the Available Objects panel, right-click the variable and from the contextual menu, choose Edit .
Results
The Variable Editor dialog box displays.
2. Edit the variable.
3. Choose OK to save the new variable definition.
TO DELETE A VARIABLE
Steps
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1. In the Available Objects panel, right-click the variable and from the contextual menu,
choose Delete.
2. Choose Yes to delete
CAP 8: DRILLING FUNCTIONALITY
WEB INTELLIGENCE DATA CUBE
The document’s data provider stores the data returned in a query. This data is best visualized as a cube;
however, in your document, the data is displayed two-dimensionally as a table.
Each column in a table represents an axis in the cube. You can edit the document by swapping and
manipulating the data within the cube on any axis.
When you swap or change data between different axes, the result is again projected as a flat table in the
resulting document.
The data stored in the cube allows you to create a report that corresponds to your business needs, without
sending another query to the database.
If you want to add information to the document that is not in the data provider, you must add the object to
the query and run the query again to get the new information.
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THE SCOPE OF DATA ANALYSIS
The scope of analysis for a query is the extra data that you can retrieve from the database to provide further
details about data that is returned by each object in the query. This extra data does not appear in the initial
document results, but it remains available in the data provider. As a result, you can pull this data into the
report at any time to access more details. The process of refining the data to lower levels of detail is called
drilling down on an object.
Note: The Drill mode is a feature that allows you to view data from different levels of detail and zoom in on
different trends. If a Web Intelligence document has been enabled for drill analysis, users viewing the
document either in BI launch pad or in the Web Intelligence Desktop can drill down to get more details on
one of the data objects used in a table or chart.
In an SAP BusinessObjects universe, the scope of analysis corresponds to the hierarchical levels below the
object selected for a query. For example, a scope of analysis of one level down for the object Year would
include the Quarter object, which appears immediately under Year . These hierarchical navigation paths are
defined in the universe by the universe designer.
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HIERARCHICAL LEVELS BELOW YEAR
You can set the scope of analysis level when you build a query. It allows objects that are lower down in the
hierarchy to be included in the query without appearing in the Result Objects panel.
The hierarchies built in a universe allow you to choose your scope of analysis and the corresponding level of
drilldown available. You can also create a custom scope of analysis by selecting specific dimensions in
the
Scope of Analysis
panel.
DRILLABLE DOCUMENTS
You can build drillable documents only if your SAP BusinessObjects system administrator has authorized
your user account to create documents by using the drill mode.
TO BUILD A DRILLABLE DOCUMENT
Steps
1. Create a new document.
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2. Add the objects that you want the query to retrieve to the Results Object panel.
3. In the Query Panel , choose Scope of Analysis Panel .
Results
The Scope of Analysis panel appears just below the Query Filters panel in the Query Panel.
4. If necessary, resize the Query Filters panel and the Scope of Analysis panel by dragging the borders
so that you can view the objects displayed there. By default, the level of the scope of analysis for
this query is set to None.
5. Select the Display by Navigation Paths option, which is located at the top of the Universe
outline panel. The Display by Navigation Paths view shows all the predefined hierarchies created in
the universe.
6. Expand the navigation folders to see how the universe objects are organized in hierarchies.
7. In the Scope of Analysis panel, choose the appropriate number of drillable levels for the report.
The objects at the selected number of hierarchical levels below the dimension objects that you selected for
your query are displayed in the Scope of Analysis panel.
8. Choose Run query . The report displays the retrieved values in a vertical table.
The objects listed in the Available Objects panel of the document include all the objects that are referenced
by the level chosen for the scope of analysis. The values returned by those objects are not yet projected in
the report but are available in the document for drilling.
This means that the document contains more data than what is shown in the report. The query retrieves
values for all the objects in the Scope of Analysis panel. The data is available for analysis but not immediately
displayed in the table.
9. To change the table into a cross table, right-click the table and, from the contextual menu,
choose Turn Into → Cross Table. The block is displayed as a cross table.
10. Save the document.
DRILL ACTIVATION
You must activate the drill mode to be able to drill down the data within the hierarchy of a drillable report.
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TO ACTIVATE DRILL MODE
Steps
1. Open a drillable document and choose the Analysis tab page.
2. On the Interact tab page, choose Drill . Choose the arrow and then choose Start Drill .
All of the values in the cells appear underlined with hypertext links. These hypertext links allow you to drill
down the hierarchies to view data at a more detailed level.
3. Position your cursor over the cell you would like to drill on. A tool tip appears below the hypertext
link. This tool tip displays the next level of detail in this hierarchy of data.
4. Select the cell in which you want to drill down to the next level of data. The table displays the rows
of data that are only applicable to the selected cell and at the next level of the hierarchy.
An arrow is displayed next to the drilled-down data. To drill back up, choose the arrows next to each cell.
When you are drilling, the Drill toolbar is displayed at the top of the document. This toolbar provides a more
detailed view of the values you have chosen for drilling.
TO DRILL ACROSS DATA IN A HIERARCHY
Steps
1. After drilling down in a report, from the Drill toolbar, view the other values you can drill across to.
2. Choose the value you would like to drill across to. The report displays data concerning the value
you choose.
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TO DRILL DOWN TWO HIERARCHIES AT ONCE
Steps
1. In a drillable report, position your cursor over a cell in a row or a column that displays values for a
measure object, such as Sales Revenue.
2. A tool tip indicates that by choosing the cell, you can drill down multiple values simultaneously.
3. Choose the cell for drilling.
TO EDIT THE SCOPE OF ANALYSIS Steps
1. Choose the Data Access toolbar.
2. Choose the Data Provider tab page.
3. Choose Edit .
Results
The Query panel is displayed.
4. Choose the Scope of Analysis Panel .
Results
The Scope of Analysis panel is displayed.
5. Change the level of detail in the Scope of Analysis panel.
TO DRILL IN CHARTS
Steps
1. Choose the Analysis tab page in the report that displays the drillable chart.
2. Choose the Interact tab page.
3. Choose Drill .
Results
The Drill toolbar is displayed just above the report. As you drill, the filters list is displayed in this area. Thislist enables you to drill across to other values at the same level of detail.
4. Position your cursor over the various sections of the chart.
Results
A tooltip indicates you can drill to the next level of detail.
5. Choose the appropriate section in the chart to drill down to the next level.
Results
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The chart displays the drilled-down data. The chart legend indicates the level of data that is displayed in the
chart and displays the drill-up arrow, which allows you to move back up one level in the hierarchy. A filter
list is also displayed above the chart, which allows you to drill across to see other data.
6. Choose a different value from the list.
Results
The chart breaks down the chart sections to display the new values selected. You can also drill down, across,
and up the contextual menu that is displayed when you right-click the drillable data.
7. Save the document.
CAP 9: WEB INTELLIGENCE DOCUMENTATION MANAGEMENT
WEB INTELLIGENCE DOCUMENT PUBLISHING
You can publish the documents to Enterprise in their current state, including all modifications you made
since you created or opened the documents.
In addition to locally saved documents, you can publish a document to Enterprise without saving it locally.
FOLDERS AND CATEGORIES
When you publish a document to Enterprise, you need to choose the folder where you want to save the
document. You can also choose a category for the document.
The folders and categories that you see in the Publish a document to the server dialog box are the same as
those you encounter on the Documents tab page in BI launch pad.
The folders used in publishing a Web Intelligence document have the following features and advantages:
They are used as containers for documents to store and organize information within the system.
They can hold many documents. A document can only belong to one folder. However, you can create shortcuts to documents and
place the shortcuts in other folders.
They can be public (Public Folders) or personal (My Favorites)
The files stored to Public Folders are available to other BI launch pad users. The files stored to folders
within My Favorites are only accessible to you.
The categories used in publishing a Web Intelligence document have the following features and advantages:
They are used to tag documents in a meaningful way to classify them for organizational purposes.
They allow users to view documents across the system because a category is not constrained by the
storage location of the document.
They can be corporate (Corporate Categories) or personal (Personal Categories).
The Corporate Categories are accessible to other users, but Personal Categories are accessible only to you,
for instance, for organizing documents associated with a particular project.
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TO PUBLISH A WEB INTELLIGENCE DOCUMENT TO ENTERPRISE
Steps
1. From the document you want to publish, choose the Save drop-down arrow and choose Save to
Enterprise.
2. In the Publish a document to the server dialog box on the Folders tab page, choose the folder in
which you want the document to be published.
3. To associate a category with the document. On the Categories tab page, choose one or more of the
available categories.
4. Choose Save.
BI LAUNCH PAD LOGON
To use the BI launch pad, you must start your Web browser.
TO ACCESS THE BI LAUNCH PAD LOGON PAGE
Steps
1. Launch your Web browser.
2. Navigate to the BI launch pad bookmark or the URL. The BI launch pad Log On page appears.
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3.
In the User Name field, enter your user name.
4. In the Password field, enter your password.
5. Choose Log On.
Results
The BI launch pad home page appears
THE HOME PAGE
The first time you start the BI launch pad, the home page opens by default. Depending on how your system
administrator or you configure the BI launch pad, your home page may not differ from what you see in the
course.
You can return to the Home tab page display at any time by choosing the Home tab page.
Using categories in the BI launch pad is a way of grouping documents together, regardless of which folders
they are actually stored in.
On the Home tab page, choose the Document tab page and then choose My Favorites or My Inbox to access
the folders in which documents are stored.
BI launch pad Folders and Categories
The BI launch pad folders are as follows:
My Favorites
It can store the documents or subfolders that you create.
Inbox
It contains documents that other users have sent to you.
Public Folders
They are created by administrators and may contain subfolders created by users who are authorized to do
so.
In the BI launch pad, you can also organize the categories in your document.
The BI launch pad categories are as follows:
Personal Categories
Corporate Categories
You use the folders and subfolders to organize documents. Categories are a way to classify your information.
For example, you can place your financial reports and documents in a folder named Finance and classify or
tag your reports that deal with specific financial matters as payroll, accounts payable and accounts
receivable.
DOCUMENT CREATION AND BI LAUNCH PAD PREFERENCES
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On the Document tab page in the My Documents area, you can create new documents using Web
Intelligence when your system administrator has authorized your user account to do so.
You can access BI launch pad options to define document-viewing settings by choosing Preferences at the
top of the BI launch pad page.
Areas of the BI launch pad page
The BI launch pad page is organized into the following areas:
Title bar
This area contains the desktop logo and a message displaying your user account name.
Navigation bar
This area contains buttons and menus for Applications, Preferences, Helpand Log Off .
Home tab page
This area displays an overview of recently viewed or run documents, inbox messages and alerts. To the right,
it displays buttons for quick access to applications.
Document tab page
This area displays a left pane, in which you can display tab pages for My Documents, Folders (where you
find Public Folders), Categories (where you find Public Categories) and Search. The contents of the related
tab pages display in the Workspace panel. The Document tab page toolbar allows you to work within the
different tab pages.
DOCUMENT STORAGE AREAS
With the BI launch pad, you can access the following document storage areas.
BI launch pad access storage areas
Storage
AreaDescription
PublicDocuments
Public Documents is a catalog of all the documents you are authorized to access in the SAP
BusinessObjects Central Management Server (CMS). These documents have been publishedby other report users. You can access these documents from the Public Folders or Corporate
Categories of your BI launch pad.
My Favorites
My Favorites is a catalog of all the documents that you have chosen to save for your personal
use. These documents are stored in the space on the SAP BusinessObjects server that has
been reserved for you.
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Storage
AreaDescription
Inbox The Inbox is a catalog of documents that other BI launch pad users have sent to you.
FOLDERS AND CATEGORIES IN THE BI LAUNCH PAD
In the BI launch pad, you can use the following options to navigate through documents and organize
information:
Folders
Categories
Each of these navigation methods is hierarchical. The BI launch pad displays them in the form of a tree on
the Document tab page.
DOCUMENTS SEARCH
You can use the BI launch pad to perform the following activities:
Search for specific documents.
Create a shortcut to a document.
Filter documents in a list.
The Search feature in the BI launch pad enables you to search for documents within categories or folders
based on words contained in the document titles, keywords, or all fields.
By default, all documents that you are authorized to view display in your folder and category lists. You can
add a filter if you want to temporarily limit the type of documents displayed and improve your search
capabilities. Applying a filter to your document lists allows you to view only certain documents.
The various document types that you can filter include Web Intelligence documents, documents created by
other SAP BusinessObjects end-user reporting tools, Microsoft Excel, Microsoft PowerPoint, program
objects, object packages and text files.
TO SEARCH FOR DOCUMENTS IN THE BI LAUNCH PAD
Steps
1. Choose the Documents tab page.
2. In the Search field, enter your search term and choose Search.
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WEB INTELLIGENCE DOCUMENT DISPLAY
The BI launch pad allows you to open Web Intelligence documents for easy access.
Within the BI launch pad, you can edit Web Intelligence documents if you are authorized to use one of the
Web Intelligence report panels (the Interactive HTML querying and/or reporting panels or the Java Report
Panel ).
Methods of Editing a Web Intelligence Document
Interactive HTML
Java report panelIf you are authorized to access the universe that was used to create the document, you can modify the
underlying document query.
TO VIEW A WEB INTELLIGENCE DOCUMENT
Steps
1. Locate the document you want to open and double-click the document name.
2. Choose Reading or Design on the toolbar according to the mode you want to use to view the
document.
SAVING OF WEB INTELLIGENCE DOCUMENTS
You can save the document either to a folder in the BI launch pad or to a location on your computer in
several different formats.
The Save as dialog box allows you to save the document to your computer in Microsoft Excel, Adobe
Acrobat PDF or comma-separated values (CSV) format.
The Save Report to my Computer As dialog box saves only the report you are currently viewing in either
Microsoft Excel or Adobe Acrobat PDF format.
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TO SAVE A DOCUMENT IN THE BI LAUNCH PAD
Steps
1. In the document, choose Save.
Results
The Save As dialog box displays.
2.
Choose the folder in which you want to save the document.3. To replace the default document title, enter the document name in the File name field.
4. Choose the arrow to view additional saving options.
5. Optionally, enter a description of the document in the Description field.
6. To automatically refresh the data every time you or another user opens the document, select
the Refresh on opencheckbox.
7. Optionally, choose the category you want to use to reference the document.
8. Choose Save.
PRINTING A WEB INTELLIGENCE DOCUMENT
To print Web Intelligence documents, you need to display the document in PDF format and print it from
Adobe Acrobat Reader. To ensure quality printing, never print by using the button present in the browser.
TO PRINT A WEB INTELLIGENCE DOCUMENT
Steps
1. In the document, from the toolbar, choose the Export dropdown arrow.
2. Choose the item that corresponds to the part of the document (the document or the current
report) you want to save and the format of the file to which you want to save it (Microsoft Excel,
Adobe PDF, or CSV).
Results
A dialog box displays, asking you to Open or Save the file
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3. Choose Save.
4. In the Save As dialog box, specify the file name and location of the PDF.
5. To print the document, open the PDF in a PDF-reading application and set the appropriate print
settings.
SHARING OF WEB INTELLIGENCE DOCUMENTS To share documents with other BI launch pad users, you can either send documents to the user's inbox or
save them as public documents, if you are authorized to do so.
Sending a Document to Users
You can choose to save the document to either a folder in the BI launch pad or to a location on your
computer in one of several different formats.
Saving a Public Document
When you save a document to a public folder or category, you make it available to many users. When given
the appropriate access rights, your colleagues can then refresh or modify the document and save it again,
making it easy for you to collaborate with one another.
Public documents remain in the repository until removed by the SAP BusinessObjects system administrator.
This method is ideal for communicating information across an organization.
TO SEND A DOCUMENT TO ANOTHER BI LAUNCH PAD USER
Steps
1. From the document, choose the File tab page.
2. Choose the Send drop-down arrow and then choose Send to User .
3. From the list that displays, choose the users or groups to which you want to send the document.
4. To send the document with an automatically generated name, choose Use Automatically Generated
Name.5. To name the document that you want to send, choose Use Specific name and enter the name in the
field.
6. Choose Shortcut to send a shortcut to the document or Copy to send a copy of the document.
7. Choose Send .
SHARING BEYOND WEB INTELLIGENCE
When you save a document in PDF format, the page layout and formatting of the Web Intelligence
document are retained in the PDF file.
To share reports or documents with colleagues who do not use Web Intelligence or other SAP
BusinessObjects BI Client tools, you can save them in PDF, Excel or comma-separated values (CSV) format.That way, you and your colleagues can easily view and print them using Adobe Acrobat Reader or Excel.
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TO SCHEDULE A DOCUMENT
Steps
1. On the Documents tab page, navigate to the document you would like to schedule and choose it.
2. Choose the More Actions drop-down arrow and then choose Schedule.
Results
The Schedule page displays.
3.
Choose Recurrence.Results
The Recurrance page displays.
4. Choose the Run Object drop-down arrow and then choose the appropriate recurrence schedule
from the list. After you choose the recurrence schedule, the additional information required on
the Recurrence page depends on the schedule you chose.
5. Based on your access rights, you can modify
the Formats, Destinations, Caching, Events and Scheduling Server Group settings as required.
6. When you have entered all the required information, choose Schedule.
Results
The History page for the document displays, indicating the report instance times and the status of each
instance.
RIGHT TO LEFT READING AND LOGIC
Web Intelligence 4.1 is bidirectionally enabled to provide Right to Left (RTL) support for the following:
The user interface- when the product locale ia Arabic
Documents - when created in Arabic locale
Two scripts: Arabic and Slovene
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TO SET GENERAL BI LAUNCH PAD PREFERENCES Steps
1. On the Home page, choose Preferences.
Results
The Preferences page displays.
2. In the General screen area, you can modify the following:
The initial view that displays after you log on to the BI launch pad
The default view in the Documents tab screen area
The maximum number of objects that display on each page
The lists in the Documents tab screen area
You can choose the options regarding which document properties to display, such as the description, the
owner, the date, the instance count, and so on.
You can also change where documents are viewed, either in the BI launch pad window or in separate
browser windows.
3. In the Locales and Time Zone screen area, you can modify the Product and Preferred Viewing locales
and the Time Zone settings.
4. Set preferences and in the Preferences Changed dialog box, choose OK .
Results
The preferences are now applied
PREFERENCES AND SETTINGS
Web Intelligence documents and documents from other BusinessObjects BI client tools have different view
options that can be set as default. The view setting determines the view that is applied when you open a
document for the first time. You can always change the view format after you open the document.
The different views are aimed at satisfying one of the following quality options:
Quality in viewing
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These options are aimed at users who primarily view the reports over the Web. These formats are not ideal
for printing. Web Intelligence provides Web and Rich Internet Application (RIA) modes that are intended for
who that look at reports online.
Quality in printing
These options are aimed at users who primarily print their reports. These reports are printed exactly as they
appear on the screen and provide a print quality better than HTML. Web Intelligence provides a PDF format
option for users who primarily print their documents.
WEB INTELLINGENCE VIEWING SETTINGS
The BI launch pad provides several formats for viewing Web Intelligence documents. You can define one
default viewing format for your user account by setting the appropriate option in the BI launch
pad Preferences page.
The viewing modes you choose depend on your license and your security profile.
You can choose to view Web Intelligence documents in the following formats:
HTML
You view documents using the HTML interface within the BI Launch pad.
Applet
You view documents using the Java interface within the BI Launch pad.
The Java interface requires you to download a Java applet.
Rich Client
You view documents using Web Intelligence Rich Client, a standalone interface that works outside the BI
launch pad and allows you to work with documents without being connected to a corporate repository.
You view documents statically in PDF format
You can experiment with all the formats described by changing the default view options in the BI launch
pad. The settings that are most appropriate for you depend on the requirements of your organization and
your own preferences
WEB INTELLIGENCE PREFERENCES
You can define the following in Preferences:
How you view Web Intelligence documents in the BI launch pad
The interface you use to create Web Intelligence documents
How you perform multidimensional analysis in Web Intelligence documents
BI LAUNCH PAD SESSION CLOSURE
Logging off also helps the BI launch pad system administrator to track the users logged on to the system at a
given time. This allows the administrator to configure the system and handle transaction loads efficiently.
There is a default time-out setting, after which a user is automatically logged off from the BI launch pad. For
more information, you can contact your SAP BusinessObjects administrator.
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TO LOG OFF FROM BI LAUNCH PAD
Steps
1. On the BI launch pad toolbar, choose Log Out .
Results
The Log on page displays in your browser and you have logged off.
PREGUNTAS POST- ASSESSMENT
(Son las mismas preguntas en azul del documento)