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Business Objects For End Users BI_BOBJ_200 1BI_BOBJ_200 Business Objects for End Users.

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Business Objects For End Users BI_BOBJ_200 1 BI_BOBJ_200 Business Objects for End Users
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Page 1: Business Objects For End Users BI_BOBJ_200 1BI_BOBJ_200 Business Objects for End Users.

Business ObjectsFor End UsersBI_BOBJ_200

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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.

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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

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Unit 1

Business ObjectsReports

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Unit 1 – Business Objects Reports

• How to Access

• Public Folders

• Finding and Opening a Report

• Business Objects – Infoview

• Refresh Date

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6

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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7

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

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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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15

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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16

Business Objects - Infoview

• With this view, the left side provides you access to the

variables for the report

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Refresh Date

• The report displays with the most recent refresh date listed in

the bottom right corner of the screen

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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.

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Unit 2

Changing Variables

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Unit 2 – Changing Variables

• Variables

• User Prompt Input Panel

• Prompt Window

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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

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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

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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

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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

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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

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OROR

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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

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Prompt Window

• Click Run Query

• A system message will display

• The new refresh date will display

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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

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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

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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

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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

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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

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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)

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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.

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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.

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Unit 4

TrackingChanges

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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

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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

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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

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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

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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

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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.

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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

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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:

[email protected]

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Further Resources• For Quick Reference Cards

Click on Attachments (upper right corner)

Click on QRC

Print

• Other Business Objects Courses

BI_BOBJ_300 Business Objects for Power Users

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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)

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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

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