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Business ObjectsFor End UsersBI_BOBJ_200
1BI_BOBJ_200 Business Objects for End Users
Course Content
• Introduction
• Unit 1 – Business Objects Reports
• Unit 2 – Changing Variables
• Unit 3 – Exporting a Report
• Unit 4 – Tracking Changes
• Course Summary
• Note: A Check for Understanding exercise is included at the end of each unit. Instructions are provided on the following slide for completing the exercises.
2BI_BOBJ_200 Business Objects for End Users
Check for Understanding Instructions
• Click Attachments (upper right corner)
• Click BI_BOBJ_200 Check for Understanding
• Print the BI_BOBJ_200 Check for Understanding pdf
• Use the pdf to note the answers to each question as you finish each unit
• Enter answers on the Check for Understanding Exercise at the end of the presentation
3BI_BOBJ_200 Business Objects for End Users
Unit 1
Business ObjectsReports
4BI_BOBJ_200 Business Objects for End Users
Unit 1 – Business Objects Reports
• How to Access
• Public Folders
• Finding and Opening a Report
• Business Objects – Infoview
• Refresh Date
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Business Objects (BOBJ)
•Documents may be created from different data sources
•Examples: Business Warehouse (BEx), Oracle, GRADS, Faculty Database (FDB), Remedy
•BOBJ has a web interface where users can check out reports in their role-based folders, saving their own formatted views of the report
•BOBJ supports conditional formatting, alerts, and drill-downs
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Business Objects (BOBJ)
•Reports are located on myReports tab on myUK portal
•Users have access to the same modules they do for the Business Warehouse (BW)
• If no prior BW access exists, the Area Security Officer (ASO) will determine the appropriate BOBJ access
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How to Access
• From the UK homepage, click link blue
• Click myUK
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How to Access
• Log on to the myUK
portal using your
link blue User ID
(AD or MC User ID)
and Password
• Click myReports
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How to Access
• Click Options and
select Open in New
Window
This step provides
larger viewing area.
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Document List
• When Business Objects
InfoView opens, click
Document List
Use either the menu or
the toolbar
Contains the reports to
which you have access
• Click Yes when the
Security Information
box appears
11BI_BOBJ_200 Business Objects for End Users
Public Folders
• To view reports, click on the Expand icon to the left of
Public Folders or double-click on the folder
Your BW (Business Warehouse) role or your ASO (Area
Security Officer) determines access to the folders you will see
• 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 a report by the title, keyword,
description, etc
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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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Business Objects - Infoview
• Left side of the screen is the Navigation Map
• Right side displays the report details
• To view any prompts (variables), click User Prompt
Input
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Business Objects - Infoview
• With this view, the left side provides you access to the
variables for the report
16BI_BOBJ_200 Business Objects for End Users
Refresh Date
• The report displays with the most recent refresh date listed in
the bottom right corner of the screen
17BI_BOBJ_200 Business Objects for End Users
Unit 1 – Check for UnderstandingPlease choose the best answer:
• Business Objects reports can be created…
From multiple data sources, such as Business Warehouse, Oracle, Faculty Database, GRADS, Remedy, etc.
Only from Business Warehouse data.
Only from one data source, such as Excel.
• Business Objects is accessed from…
The myUK portal.
A new URL for Business Objects.
BEx Analyzer.
18BI_BOBJ_200 Business Objects for End Users
Unit 2
Changing Variables
19BI_BOBJ_200 Business Objects for End Users
Unit 2 – Changing Variables
• Variables
• User Prompt Input Panel
• Prompt Window
20BI_BOBJ_200 Business Objects for End Users
Variables
• Used to limit a report
• Can enter value in two ways
Through the User Prompt Input panel
Using the Prompt window
• Required variables MUST have a value entered
21BI_BOBJ_200 Business Objects for End Users
Required Variables
• Required variables are shown on the User Prompt Input panel
in bold and as (Required)
• On the Prompt window, they are shown with a red arrow, in
bold, and as (Required)
May need to use the scroll bar to see all the required
variables
22BI_BOBJ_200 Business Objects for End Users
Business Warehouse Variables
• Business Warehouse variables listed with ranges display with a
From and a To field
• An entry must be made in both fields or more data than
intended may be pulled
Example: if you enter the Fiscal Year/Period From with
002/2010 and no Fiscal Year/Period To entry, you will
pull data from August 2009 to the current date
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User Prompt Input Panel
• Open the Business Objects
report
• Make sure you have the User
Prompt Input panel displayed
• To change the value, click the
down arrow in the variable field
24BI_BOBJ_200 Business Objects for End Users
User Prompt Input Panel
• Select (--Show List of Values--)
• Click the down arrow a second time
• Double-click on the value
• Note: If this is a To/From field, be sure
to select a value for the corresponding
field
• Click Refresh Data25BI_BOBJ_200 Business Objects for End Users
User Prompt Input Panel
• A system message will display
• When the Prompt window displays, click Run
Query
• A system message will display
Note: The time indicated is the time it
took for the last refresh. The time for this
refresh may change depending on how
much data is being pulled.
• New refresh date will display
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Prompt Window
• Open the report
• Click Refresh Data
• A system message will display
• Variables located at the top of
the window
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Prompt Window
• Use the scrollbar to scroll to
the variable
• Single-click on the variable
• Click Refresh Values
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Prompt Window
• There are three ways to
search for a value:
Use the scrollbar to find
the value, and then
double-click on the desired
value
Use the search field to
search for a value
(If the variable is a date)
Click on the calendar icon
and select a date
OROR
29BI_BOBJ_200 Business Objects for End Users
OROR
Prompt Window
• Note: If the value list is large, the list may be broken down into
several groups. Click the down arrow to see the groups and to
select a different group.
• You also can choose a different group by clicking on Go to
previous chunk or Go to next chunk
30BI_BOBJ_200 Business Objects for End Users
Prompt Window
• Click Run Query
• A system message will display
• The new refresh date will display
31BI_BOBJ_200 Business Objects for End Users
Unit 2 – Check for UnderstandingPlease choose the best answer:
• True or False: Required variables must have a value entered.
• True or False: Variables limit the amount of data being retrieved (thereby, optimizing performance).
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Unit 3
Exporting a Report
33BI_BOBJ_200 Business Objects for End Users
Unit 3 – Exporting a Report
• Export as an Excel Document
• Export as a PDF Document
• Export as a CSV Document
• Export as a CSV with Options Document
34BI_BOBJ_200 Business Objects for End Users
Exporting a Report
• Business Objects reports can be exported in four formats
Microsoft Excel
Adobe PDF (Portable Document Format)
Microsoft Excel CSV (Comma-separated values)
Microsoft Excel CSV (Comma-separated values) with options
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Export As Excel Document
• Open the Business Objects report
• Click Document
• Select Save to my computer as
• Select Excel
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Export As Excel Document
• Click Open
• Save the file in either 2003 or 2007 Excel format
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Export As PDF Document
• Open the Business Objects report
• Click Document
• Select Save to my computer as
• Select PDF
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Export As PDF Document
• Click Open
• (Optional) Click Print to print the document
39BI_BOBJ_200 Business Objects for End Users
Export As PDF Document
• To save the document as PDF, use the menu
and click File Save As
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Export As CSV Document
• Open the Business Objects report
• Click Document
• Select Save to my computer as
• Select CSV
41BI_BOBJ_200 Business Objects for End Users
Export As CSV Document
• Click Save
• Select the folder in which you
want to save the file
• Keep or change the file name
• Keep the file type/extension
(.csv)
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Export As CSV Document
• Click Save
• Note: You will be able to open the file in either 2003 or 2007
Excel format or import it into other software as needed.
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Export As CSV with Options Document
• Open the Business Objects report
• Click Document
• Select Save to my computer as
• Select CSV (with options)
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Export As CSV with Options Document
• Use the drop down to select
either a double quote or single
quote as the Text qualifier
• Select a comma, a semi-colon,
or a tab as the Column
delimiter
• If you want to save the settings,
click Set as default values
• Click OK
45BI_BOBJ_200 Business Objects for End Users
Export As CSV with Options Document
• Click Save
• Select the folder in which you
want to save the file
• Keep or change the file name
• Keep the file type/extension
(.csv)
46BI_BOBJ_200 Business Objects for End Users
Export As CSV with Options Document
• Click Save
• Note: You will be able to open the file in either 2003 or 2007
Excel format or import it into other software as needed.
47BI_BOBJ_200 Business Objects for End Users
Unit 3 – Check for UnderstandingPlease choose the best answer:
• Business Objects reports can be exported as…
Excel documents.
PDF documents.
CSV documents.
CSV (with options) documents.
All of the above.
48BI_BOBJ_200 Business Objects for End Users
Unit 4
TrackingChanges
49BI_BOBJ_200 Business Objects for End Users
Unit 4 – Tracking Changes
• Types of Data Change
• Set Baseline Report
• Display Data Changes
• Change Tracking Options
• Hide Data Tracking
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Types of Data Changes
• Tracking can be used to monitor performance or identify
important changes
• It can help to make informed and effective business decisions
• Tracking data allows for timely action
• You can track the following changes:
Added or removed data,
Modified data,
Increased or decreased data values.
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Tracking Changes
• To turn on data tracking, click Track
• Next, you will need to determine what reference data you want
to use52BI_BOBJ_200 Business Objects for End Users
Set Reference Data
• Select Use the current data as reference data
The current data becomes the fixed reference data and
remains the reference data after further data refreshes
53BI_BOBJ_200 Business Objects for End Users
Set Reference Data
• After setting the reference data, you can click Refresh Now to
refresh the data when you accept your settings
• To accept your settings, click OK
54BI_BOBJ_200 Business Objects for End Users
Display Data Changes
• If you have chosen to refresh the data immediately and there
are prompts set on your report, the Prompt window will display
• Make any changes needed to the values, then click on Run
Query to run the report
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Display Data Changes
• The data changes will be formatted according to defaulted
tracking options
56BI_BOBJ_200 Business Objects for End Users
Hide Data Tracking
• Data tracking toggled on and off by clicking on Hide/Show
Changes
• This feature allows you to control data tracking display on the
report
57BI_BOBJ_200 Business Objects for End Users
Unit 4 – Check for UnderstandingPlease choose the best answer:
• Data changes that can be tracked include...
Added or removed data.
Modified data.
Increased or decreased data values.
All of the above.
58BI_BOBJ_200 Business Objects for End Users
Exiting Business Objects• To exit a report and Business
Objects, click on the Log Out button
• Click on the Close button to close the window
• To return to the main myUK tab, click on the Launch Pad tab
59BI_BOBJ_200 Business Objects for End Users
Help Websites• myHelp website:
http://myHelp.uky.edu/rwd/HTML/BW.html
Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, BW Frequently Asked Questions, and other job aids
• IRIS website
http://www.uky.edu/IRIS/BW/
Contains Documentation, Assistance & Support, and other references
• For questions or assistance contact:
60BI_BOBJ_200 Business Objects for End Users
Further Resources• For Quick Reference Cards
Click on Attachments (upper right corner)
Click on QRC
• Other Business Objects Courses
BI_BOBJ_300 Business Objects for Power Users
61BI_BOBJ_200 Business Objects for End Users
Check for Understanding Instructions
• To begin the Check for Understanding, click Continue (bottom left corner of the screen)
• Click Start Test to continue
Although it says “Test”, this course does not have an assessment
• When you have entered your answers, click End Test (located at the top of your screen
• After the results are displayed, click Logoff (lower right corner)
62BI_BOBJ_200 Business Objects for End Users
Course Completion Instructions
• When the WBT window closes, it should go back to your original browser window
If not, click on the browser window in your taskbar and wait for the screen to refresh
• Scroll down the page until you see the Confirm Participation section
Be patient, the screen will need to refresh and it may take a few minutes
• To complete the course, click Confirm Participation
63BI_BOBJ_200 Business Objects for End Users