1 BI_BOBJ_300 Business Objects For Power Users BI_BOBJ_300 Business Objects for Power Users.

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BI_BOBJ_300Business ObjectsFor Power Users

BI_BOBJ_300 Business Objects for Power Users

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Course Content

• Introduction

• Unit 1 – Business Objects Infoview

• Unit 2 – Basic Report Design

• Unit 3 – Modifying Existing Reports

• Unit 4 – Adding Objects

• Unit 5 – Query Filters

• Unit 6 – Creating Queries

• Course Summary


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Prerequisites, Access and Software

• Prerequisites

UK_100, IRIS R/3 Access

Course must be on training plan

• Access

Determined by Area Security Officer

• Business Objects Infoview local client

Check with your IT support to load software

Call Customer Service tech support at 7-5599, if you are

unsure of who your IT person is


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Benefits of Business Objects (BOBJ)

•Ability to join different data sources to create ad-hoc reports

•Examples: GRADS, Remedy, FDB, BEx

•Web interface where users can check out reports in their role-based folders, saving their own formatted views of the report

• Interactive-mode, where power users can refresh the data

•After changes to the query have been made

• In the end user reports

•Supports conditional formatting, alerts, and drill-downs4BI_BOBJ_300 Business Objects for Power Users

Terminology

Universe Contains objects mapped to data in the database; may be created from various data sources

Classes Logical groupings of objects that map to data in the database

Dimensions Retrieves data, typically character-type

Details Provides descriptive data about the dimension

Measures Retrieves numeric data resulting from calculations on data in the database

Query Filter Predefined filter that restricts the information retrieved from the database

5BI_BOBJ_300 Business Objects for Power Users

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Reports

• Are created using universes

Example of BEx Universe:

ReportReport

UniverseUniverse

BEx QueryBEx Query

BEx InfocubeBEx Infocube


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Unit 1

Business ObjectsInfoview


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Unit 1 – Business Objects Infoview

• How to Access

• Using Infoview


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How to Access

• Click on myReports

• Click on Options

and select Open in

New Window

Provides larger

viewing area


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BusinessObjects Infoview

• When Business Objects

InfoView opens, click

Document List

Use either the menu or

the toolbar

Contains the reports to

which you have access

• Click Yes if the

Security Information

box appears


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Favorites Folder

• Default folder

• Contains reports you save here

• Other Power Users can not access reports here


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Public Folders

• To view other reports, click on the Expand icon to the left

of Public Folders or double-click on the folder

BW role determines access to folders

• Double-click on the appropriate folder to display the

reports


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Finding a Report

• You will be able to see the title, type, and owner of the

report

• You also can search for title of a report


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Opening a Report

• To open a report, double-click on it

• A system message may display

letting you know that the

document is being retrieved

(processed)


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Exercise

•Displaying a Report


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Navigation Map

• Use to move around the report, either the map or tabs


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User Prompt Input

• Can change variable values and refresh data


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Exporting Report

• Can export the report in one of four formats:

Excel

Adobe PDF

Excel CSV (Comma-separated values)

Excel CSV (Comma-separated values) with options


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Summary

• How to Access

• Using Infoview


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Unit 2

Basic ReportDesign


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Unit 2 – Basic Report Design

• Report Design

• Edit Report Screen

• Report Manager

• Grids


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Report Design

• Report format can consists of:

One or more reports (sub-reports)

Similar to multiple worksheets in an Excel file

One or more blocks

Table, cross tab, form, or chart

Returned Data


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Edit Report Screen

• To make changes to the report use the Edit Report

screen

• After running the report, click on Edit

• When the screen displays, the Edit Report button will

be highlighted


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Edit Report Screen


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Report Manager – Data Tab

• Allows viewing the data

objects available in a

document

Organized alphabetically

(default)

Recommended to

arrange by query


BI_BOBJ_300 Business Objects for Power Users 26

Data Tab

• Classes

Logical groupings of objects that map to data in the

database

• Dimensions

Retrieves data – typically character-type

• Details

Provides descriptive data about the dimension

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Data Tab

• Measures

Retrieves numeric data resulting from calculations

on data in the database

• Query Filter

Predefined filter that restricts the information

retrieved from the database


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Template Tab

• Allows adding and changing

the type of blocks in a report

by dragging and dropping

templates

• Also provides templates for

adding:

Last Refresh Date

Page Number

Page Number/Total Pages


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Map Tab

• Allows viewing and

navigating through reports

and sections in document

• Click on Structure to view

the structure of the report


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Properties Tab

• Allows formatting the report and

blocks within the report

• Click on a part of the report to

view its properties, i.e., table,

cell, title, header, etc.


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Thumbtacks

• Used to keep the Report

Manager displayed

• Click on the thumbtack to

collapse the Report

Manager

• Click on one of the Report

Manager buttons to open

again, and then click on the

thumbtack to keep it openBI_BOBJ_300 Business Objects for Power Users

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Report Manager

• Simple to configure how the tabs display

• Use the Configure Views icon


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Report Manager

• Data tab in front of other tabs

(default view)

• Properties tab below Data

tab

Allows both tabs to be viewed

simultaneously

Tabs become clickable

buttons


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Report Manager

• Data tab on left,

Properties tab on right

• Collapsing Report

Manager as vertical

toolbar

• Tabs become

clickable buttons


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Grids

• Use grids to line up report features, such as the

title, graphs, charts, tables, etc.

• Click on Show User Settings icon


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Grids

• Can

Change the measurement unit

Show grid

Snap to grid

Change grid spacing


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Grids

• Select your settings and

click OK

• Grid displays in

background of report


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Exercise

•Edit Report Screen


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Summary

• Report Design

• Edit Report Screen

• Report Manager

• Grids


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Unit 3

Modifying Existing Reports


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Unit 3 – Modifying Existing Reports

• Edit Report Mode

• Using Save As

• Rearranging Columns

• Change Report Title

• Remove Objects

• Refresh Data


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Edit Report Mode

• Provides access to change the report including

Format changes

Sorting data

Adding/deleting/rearranging columns

Refresh data

Using free standing cells

Adding breaks, graphics

Tracking data changes

Access to Edit Query mode

• Not all functions above taught in this course


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Using Save As

• Remember! Use the Save As functionality if you are

changing an existing report

Ensures that you do not make changes to another

person’s report

• Two ways to save

Save As

Save to my computer As


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Using Save As

• To save the report in BOBJ, click on the drop-down icon

to the right of the Save icon and select Save As

• To drop the report on your computer in Excel or pdf

format, click on Save To My Computer As

Cannot upload back to Business Objects


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Using Save As

• Click on My Favorites folder

• Enter the new name for the report in the Name field

Important! Use the Business Objects Naming

Standards


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Using Save As

• Click on Advanced to change the description of the

report

• Change the Description field

Include the universe name in the description


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Using Save As

• Enter keywords

including

universe name

and AD/MC User

ID

• Recommended to

not select

Refresh on

Open


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Using Save As

• Click OK

• After saving, the new name will display in the report

window header


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Rearranging Columns

• To rearrange columns, click on column heading an hold

down the mouse button

• Move the column to the new location and release the

mouse button to drop the column

Note: As you move the column heading, the system will

highlight possible “drop sites”


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Rearranging Columns

• Column will display in its new location


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Titles and Headings

• Consist of a formula

Ex. Funds Center Balances: Budget vs Actual

=“Funds Center Balances: Budget vs Actual”

Ex. Funds Center Key

=NameOf([Funds Center Key])

• Can be changed easily using the Formula Editor

toolbar


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Title or Heading Changes

• To change the title of the report or a column heading,

click on it

• Click Show/Hide Formula Editor


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• When the Formula Editor toolbar displays, make the

change


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• Should start with an Equals sign (=)

• Keep descriptive words between double quotes “ “


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• May contain formula functions, such as NameOf

Click on Formula Editor to display more functions

• May contain data object strings

Contained within brackets and parentheses


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• After making the change, click on Validate

If Enter is pressed instead of Validate, a system

message may display, click No, and then click on

Validate


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• Change will display

• Formatting may need to be adjusted


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Remove Objects

• To remove an object (column/field), click on the column

heading

• Drag and drop object on the Data tab


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Remove Objects

• Removed object no longer displays


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Refresh Data

• To refresh the data in the

report, click on Refresh

Data

• If you have set a filter to

require a response by the

user, a prompt for the filter

will display, and the user

will need to respond unless

the filter has been set as

optional


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Refresh Data

• To choose new values, click

on Refresh Values

• Choose the new values by

either:

Clicking on the value in the

left window and clicking on

the Add icon

Double-clicking on the value


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Refresh Data

• After choosing new values or

to use current values, click on

Refresh Data

• Retrieving data system

message displays

Note: Length of time to

run the query will depend

on how much data is being

requested and how busy

the system is at the

momentBI_BOBJ_300 Business Objects for Power Users

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Refresh Data

• Query will display in a new document with the new

refresh date


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Document Properties

• Use to edit query description and set properties

such as refresh on open, enhanced viewing, and

report tab order

• Right-click on document and select Document

Properties

Must be on box, not on data


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Document Properties

• Document

Information displays

(to the right of

document)

Created by

Modified by

Creation Date

Name

Description

Keywords


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Document Properties

• Default settings include

Refresh On Open

Recommended to not use due

to potential time issues for

end users

• Report Order

Can set the order of report

tabs


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Table Properties

• To set properties on

a table, either

Click to select the

whole table

Right-click on the

table and select

Edit Format

Select either Cell,

All table cells,

or Table


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Table Properties

• Can set various properties

for the table, such as

Autofit Width

Autofit Height

Wrap Text

Merge Cells

Text Formatting


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Exercise

•Modifying a Report


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Summary

• Edit Report Mode

• Using Save As

• Rearranging Columns

• Change Report Title

• Remove Objects

• Refresh Data


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Unit 4

AddingObjects


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Unit 4 – Adding Objects

• Edit Query Screen

• Data Provider

• Results Objects

• Query Filters

• Adding Objects


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Edit Query Screen

• To add objects to the report, move into edit query

mode by clicking on Edit Query

Note: This process might take a few seconds depending

on report size


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Edit Query Screen


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Data Provider

• Contains three different

types of objects

grouped into classes

Dimensions

Details

Measures



Data Provider

• Classes

Logical groupings of objects that map to data in the

database

• Dimensions

Retrieves data – typically character-type

Examples: Company Code, GL Account, etc.

Note: if using a BEx universe, most details will be

found under the L01 dimensions, not the L00

dimension. If a class contains L00 dimensions, it is due

to hierarchies in BEx , such as cost centers.

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Data Provider

• Details

Provides descriptive data about the dimension

Example: Prime Vendor dimension has the details

Prime Vendor Street Name, Prime Vendor

Region, etc.

• Measures

Retrieves numeric data resulting from calculations

on data in the database

Examples: Amount in FM Area Currency, Capital

Expenditures, Current Expenditures, etc.


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Data Provider

• Query Filter

Predefined filter that restricts the information

retrieved from the database

May prompt the user to select a value before

proceeding


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Result Objects

• Displays the objects chosen for the query

• Objects can be

Added from the Data Provider frame

Removed from queryBI_BOBJ_300 Business Objects for Power Users

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Query Filters

• Displays the filters used in the query

• Can consist of

Constant

Directly chosen from a list

Prompted


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Adding Objects

• Add objects to the Results Objects frame using

one of the following methods:

Drag and drop the object

Double-clicking on the object


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Adding Objects

• Once objects are in the Result Objects frame,

rearrange them by dragging and dropping


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Adding Objects

• When finished, click on Run Query

• If prompt window displays, either choose the new value

or click Run Query


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Adding Objects

• System message displays while the data is being

retrieved

• Notice that the new objects are listed in the Data list,

but not in the report


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Adding Objects

• To add the object to the report, drag and drop it to the

location where it should be placed

Note: Drag and drop as you did when rearranging fields


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Adding Objects

• Added objects will display


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Exercise

•Adding Objects


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Summary

• Edit Query Screen

• Data Provider

• Results Objects

• Query Filters

• Adding Objects


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Unit 5

QueryFilters


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Unit 5 – Query Filters

• Query Filters

• Value Lists

• Using Prompts

• Complex Filters



Query Filters

• Consists of three elements

Object on which you want to filter data

UK Fiscal Year/Period Key

Operator used to show the relationship between the

object and operand

Equal to

Operand (values) used for filtering

V6/004/2009

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Query Filters

• Place the object in the Query Filters frame

• Use the Operator Drop-down icon to select the

operator


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Query Filters

• Enter the operand (value) by typing it into the

Operand field or using the Drop-down List icon

and selecting one of the following:

Value(s) from list – choose the value(s) from a list

Prompt – the user of the report will enter the value

Constant – enter a value (not recommended)


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Values List

• If selecting from a value list, the List of Values

window will open, displaying the values for the

object


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Values List

• Select the value by either double-clicking on it or

highlighting it, then clicking on the Add icon

• Click OK to close the windowBI_BOBJ_300 Business Objects for Power Users

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Values List

• When making a different selection from the value

list, refresh the value list by clicking on Refresh

Values



Using Prompts

• If prompting user for value, click on the Prompt

Properties icon

• Prompt property settings include:

Prompt text

Prompt with list of values

Keep last values selected

Select only from list

Optional prompt

Set default values

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Using PromptsOption Definition

Prompt Text Will default to “Enter value(s) for (object name):”; User can change default

Prompt with List of Values

Displays all values for the object; Allows user to select desired values

Keep last values selected

Defaults to last value(s) selected by user on the previous refresh; User can change the value or refresh using the last selection

Select only from list

Prevents users from typing values that do not exist in the database

Optional prompt

Allows users to refresh the document without the need to enter a response to the prompt or by entering a partial response to the promptNote: If no response is entered, the filter is not applied

Set default values

Defines the default value(s) that appear in the prompt; can be defined by entering value(s) into the Type a value field or choosing the value(s) from a list



Using Prompts

• Tips

When the prompt is for a date, do not select

Prompt with List Values if you want the user to

see the popup calendar

Be careful using optional prompts display a dialogue

box to inform users if a value is not entered, the

filter will not be applied

Prompt with List of Values does have a limit, so

all values may not show

• Two types of complex filters

AND operator – returns values that are true for both

(all) filters

OR operator – returns values if either filter is true

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Complex Filters

FilterA

data

FilterB

data


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Complex Filters

• With two or more filters in the query, an AND

operator automatically created

• Can be switched by double-clicking on the

operator


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Complex Filters

• With more than two filters, priorities must be set

Accomplished by positioning and grouping the filters

• To group filters together, drag and drop one filter

on top of the other filter

Double-click on the operator to switch between AND

and OR

• Brackets will denote the filter groupings

Filters by top down and left to right


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Complex Filters

• Examples


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Exercise

•Creating a Query Filter


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Summary

• Query Filters

• Value Lists

• Using Prompts

• Complex Filters


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Unit 6

Creating Queries


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Unit 6 – Creating Queries

• Creating Queries

• Document Properties

• Report Property Options


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Creating Queries

• From main Infoview

menu screen

To create a new query,

click on the New drop-

down icon and select

Web Intelligence

Document

Double-click on the

universe you want to use

Only see universes for

which you have access


109

Creating Queries

• To create a new query

from Edit Report screen

Click on the New icon

When the system

message appears, click

Yes

If you have not saved any

changes on the current

document, click No, save

the changes first


110

Creating Queries

New query will open using the same universe as the

previous query did


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Summary

• Creating Queries

• Document Properties

• Report Property Options


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Power User Help Websites• myHelp website:

http://myHelp.uky.edu/rwd/HTML/BW.html

Contains Quick Reference Cards (QRCs), Course manuals, Frequently Asked Questions, and other job aids

• IRIS website

http://www.uky.edu/IRIS/BW/

Contains Documentation, Assistance & Support, and other references

• For questions or assistance contact:

[email protected]


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Course Summary

• Understand Business Objects Infoview functionality

• Display a report

• Understand Edit Report screen

• Modify an existing report

• Understand Edit Query screen

• Add new objects to query

• Create query filters

• Create a new report


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BI_BOBJ_300 Assessment

• To complete the assessment

Follow the instructions for creating report

Will need BOBJ software on your computer

Check with your IT support to load the software

Be sure to use BOBJ Naming Standards!


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