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Creating Easy Information Access - A drilling Technique using Opendocument 2010

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Creating Easy Information Access - A drilling Technique using Opendocument 2010. Purpose. To demonstrate how using BusinessObjects openDocument URLs stored in variables can be a powerful way to allow “drill down” or “drill through” inside of crosstabs. - PowerPoint PPT Presentation
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CREATING EASY INFORMATION ACCESS - A DRILLING TECHNIQUE USING OPENDOCUMENT 2010
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Page 1: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

CREATING EASY INFORMATION ACCESS

-A DRILLING TECHNIQUE USING

OPENDOCUMENT

2010

Page 2: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Purpose2

To demonstrate how using BusinessObjects openDocument URLs stored in variables can be a powerful way to allow

“drill down” or “drill through” inside of crosstabs.

• Drill Down – clicking and then moving from summary information to detailed data within a report.

• Drill Through – clicking and then moving away from a source report and to a target report.

Page 3: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Background: Tools of the Trade3

Proof of concept was done using BusinessObjects XI R3• Service Pack 3• Web Intelligence (Internet Explorer 7)• Java implementation

Page 4: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Background: Defining openDocument

Provides URL access to multiple document types by passing a URL string to a BusinessObjects

Enterprise server.

openDocument provides commands to control how reports are generated and displayed.

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Page 5: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Background: the openDocument URL

You can find information about openDocument by going to this website and downloading applicable manuals: http://help.sap.com/

I used “Building Reports with the SAP BusinessObjects Web Intelligence Java Report Panel”.

As defined by the user manual, the openDocument URL is as follows: http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?<parameter1>&<parameter2>&...&<parameterN> The exact syntax of the <platformSpecific> parameter depends on your implementation: • For Java implementations, use openDocument.jsp in place of the <platformSpecific>

parameter. • For .NET implementations, use opendocument.aspx in place of the <platformSpecific>

parameter.

A sample URL from a project at The University of Chicago is as follows: https://bobisdev:443/OpenDocument/opendoc/openDocument.jsp?sType=wid&sDocName=Open Doc Link To&sWindow=New&sRefresh=Y&lsSEnter Year:=1991

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Page 6: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Background: openDocument Parameters

The manuals will help you understand the entire list of available parameters There aren’t too many. If you sit down and read it for a half hour, you’ll get a pretty good

understanding of what openDocument’s capabilities are. There are a couple tricky problems you might run into (e.g. how to deal with spaces, what

port you need to connect to, etc) but overall openDocument is kind of easy to work with.

Parameters and/or items of note: Join parameters with the ampersand (&). Do not place spaces around the

ampersand. For example: sType=wid&sDocName=Sales2003 iDocID – identifies the CUID of a BO document

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=SalesReport&iDocID=2010

sDocName – identifies the BO document name http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?

sPath=[Sales+Reports]&sDocName=Sales+in+2009 sDocType – identifies the BO document type (wid, rpt, car)

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid

(More to Come!)

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Page 7: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Background: More Parameters!

Parameters and/or items of note (continued): sKind – identifies the file type of the target document

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sKind=FullClient lsS[NAME] – parameter that precedes single prompt values

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=SalesReport&iDocID=2010&lsSSelect+a+City=Paris

lsM[NAME] – parameter that precedes single prompt values http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?

sType=rpt&sDocName=SalesReport&lsMSelect+Cities=[Paris],[London]

(and many more! – see the documentation.)

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Page 8: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Demo: Drilling in a Crosstab8

You can drilldown on row and column

headers…and drill through in the crosstab body!

Page 9: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Demo: Drilling in a Crosstab9

You can drilldown on row and column

headers…and drill through in the crosstab body! Year, Quarter, Month

Page 10: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Demo: Drilling in a Crosstab10

You can drilldown on row and column

headers…and drill through in the crosstab body! Year, Quarter, Month

Exec, Division,

Department

Page 11: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Demo: An additional level of complexity!

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openDocument URLs are stored in variables

(as opposed to hyperlinks).

Page 12: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

How to Structure the Variables

Use a Master Variable: This is what actually is populated in the body of the

crosstab.

This variable uses “if then” logic to calls a subordinate variables depending on what level of the hierarchy you are in. Use DrillFilters function to identify what level you are at in

the hierarchy. Code can get a little messy (see next slide!)

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Page 13: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

How to Structure the Variables13

Master variable might look like this (a statement for each unique situation in the hierarchy):

=If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_exec] Else If (([vExec]<>"") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_div] Else If (([vExec]<>"") And ([vDiv]<>"") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_dept] Else If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]<>"") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_qtr_exec] Else If (([vExec]<>"") And ([vDiv]="") And ([vDept]="") And ([vYear]<>"") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_qtr_div] Else If (([vExec]<>"") And ([vDiv]<>"") And ([vDept]="") And ([vYear]<>"") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_qtr_dept] Else If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]<>"") And ([vQtr]<>"") And ([vMonth]="")) Then [v_hyper_month_exec] Else If (([vExec]<>"") And ([vDiv]="") And ([vDept]="") And ([vYear]<>"") And ([vQtr]<>"") And ([vMonth]="")) Then [v_hyper_month_div] Else If (([vExec]<>"") And ([vDiv]<>"") And ([vDept]="") And ([vYear]<>"") And ([vQtr]<>"") And ([vMonth]<>"")) Then [v_hyper_month_dept] Else 0

Page 14: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

How to Structure the Variables (2)14

Master variable might look like this (a statement for each unique situation in the hierarchy):

=If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_exec]

Page 15: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

How to Structure the Variables (3)15

Master variable might look like this (a statement for each unique situation in the hierarchy):

=If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_exec] Else If (([vExec]<>"") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_div]

Page 16: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

How to Structure the Variables (4)16

Master variable might look like this (a statement for each unique situation in the hierarchy):

=If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_exec] Else If (([vExec]<>"") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_div] Else If (([vExec]<>"") And ([vDiv]<>"") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_dept]

Page 17: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

How to Structure the Variables (5)17

Master variable might look like this (a statement for each unique situation in the hierarchy):

=If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_exec] Else If (([vExec]<>"") And ([vDiv]="") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_div] Else If (([vExec]<>"") And ([vDiv]<>"") And ([vDept]="") And ([vYear]="") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_year_dept] Else If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]<>"") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_qtr_exec] Else If (([vExec]<>"") And ([vDiv]="") And ([vDept]="") And ([vYear]<>"") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_qtr_div] Else If (([vExec]<>"") And ([vDiv]<>"") And ([vDept]="") And ([vYear]<>"") And ([vQtr]="") And ([vMonth]="")) Then [v_hyper_qtr_dept] Else If (([vExec]="") And ([vDiv]="") And ([vDept]="") And ([vYear]<>"") And ([vQtr]<>"") And ([vMonth]="")) Then [v_hyper_month_exec] Else If (([vExec]<>"") And ([vDiv]="") And ([vDept]="") And ([vYear]<>"") And ([vQtr]<>"") And ([vMonth]="")) Then [v_hyper_month_div] Else If (([vExec]<>"") And ([vDiv]<>"") And ([vDept]="") And ([vYear]<>"") And ([vQtr]<>"") And ([vMonth]<>"")) Then [v_hyper_month_dept] Else 0

Page 18: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

How to Structure the Variables

Create Subordinate Variables: These variables are created for each unique situation in

the hierarchy .

Each subordinate variable contains its own custom openDocument URL. Or “set of instructions” (i.e. it doesn’t have to contain an

openDocument URL)

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Page 19: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

How to Structure the Variables19

Subordinate variable code might look like this: =If (IsNull([Total Cost Amount])) Then 0 Else ("<a

href=\"https://bobisdev:443/OpenDocument/opendoc/openDocument.jsp?sType=wid&sDocName=TargetforDynamicOpenDoc&sWindow=New&sRefresh=Y&lsSExec="+URLEncode(""+[Exec Level])+"&lsSDivision="+URLEncode(""+[Division])+"&lsSDepartment="+URLEncode(""+[Department Name])+"&lsSYear="+URLEncode(""+[Bp Begin Year])+"&lsSQuarter="+URLEncode(""+[Bp Begin Quarter])+"&lsSMonth="+URLEncode(""+[Bp Begin Month Short])+"\" title=\"\" target=\"_blank\" nav=\"web\">"+[Total Cost Amount]+"</a>")

Page 20: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Why Is This Sooo Cool?20

Now we have complete control at each level in the hierarchy where we link to!!! (or don’t link link to) Use different prompts depending on what level of the

hierarchy you are in. You can vary the number of prompts also!

Drill through to different reports depending on what level of the hierarchy you are in.

One thing you might consider doing is allowing the report to drill through at only the lowest level of the hierarchy!

The possibilities are endless!!!!

Page 21: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

What to watch out for!21

openDocument seems to have some bugs. Sometimes we have to delete and then recreate variables and/or links to get them to work properly. TEST. TEST. TEST the functionality.

Some of the crosstab content seems to export in non-numeric format. I haven’t had a chance to think through the implications of this though!

Page 22: Creating Easy Information Access - A drilling Technique using  Opendocument 2010

Questions22

Contact Name Email Phone

David Weiland [email protected] 773-702-8931


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