Session 1 - Business Objects Introduction

8/8/2019 Session 1 - Business Objects Introduction

1/36

2003 Infosys Technologies Limited

BusinessObjects

Business Intelligence Solutions


2/36

2003 Infosys Technologies Limited2

Wha t is Business Intelligence (BI)?

Business Intelligence definition

Business Intelligence (BI) is a set of software systems thatenable companies to analyze data that resides in a database,and make decisions based on the insight gleaned from thatinformation

Business Intelligence Reporting tools

Business Objects

Microstrategy

CognosBrio


3/36


Introduction to BusinessObjects

BusinessObjects enables you to

Create reports

Analyze data

Format reports Distribute and print reports

A user friendly ad-hoc reporting tool

Build powerful reports in less time

Use of familiar business terms


4/36


BusinessObjects BI Product Suite


5/36


BO Reporting Arc h itecture


6/36


G etting st a rted cre a ting reports

Data comes from

Universes

Personal data file

Free hand SQL Stored procedures

Select/Drag drop objects into Query Panel

Objects generate a query that can be viewed, modified

Run the Query your report is ready!


7/36


C la sses

Classes and sub classes The purpose of classes is to provide logical groupings

of objects Ease of use Hierarchy


8/36


Objects

D imension objects Retrieve data that will provide basis for analysis Typically retrieve character type, date type data Eg: Order number, Supplier name, On Sale date

Det a il objects Associated with a dimension object on which it

provides additional information Eg: Order description, Supplier address

Me a sure objects Retrieve numeric data which could be resulting fromcalculations on data in the database

Eg: Order quantity, Gross sales


9/36


Objects contd

Predefined conditions Objects that behave as filters Used as user input parameters

Can also use ordinary objects as conditions


10/36


Report b a sics a nd Report M a n a ger


11/36


Report b a sics

Menu b a rTool b a rs Standard Formula

Report m a n a ger window

Displays the list of objects selected, variables usedReport window Displays data in selected format

Report t a bs

Can display multiple reports in single documentSt a tus b a r Displays processing status, last execution date and

time


12/36


D ispl ay ing d a t a

Data could be displayed in:

Ta bles Creating, inserting, formatting tables

C ross t a bs Creating, inserting, formatting cross tabs

Free-st a nding cells Inserting, formatting free-standing cells

C ha rts Displaying, formatting chart


13/36


Form a tting reportReport l ay out

Naming reports Applying standard template

P a ge l ay out Header Footer Background

Appl y ing bre ak s Can group data according to a selected value Can display subtotal at break levels

Appl y ing sorts Ascending Descending Customized


14/36


Ex porting t h e report results

Can export documents to A common repository Broadcasting agent User channels

Particular usersCan save the report in various formats such as BusinessObjects documents ( *.rep ) Rich text format ( *.rtf )

Text file ( *.txt ) PDFs ( *.pdf )


15/36


Time for some ha nds on e x ercises !

Create a new report for sales analysis displaying salesvolume for items store wise

Use an existing universe Trng_S a lesAn a ly sis

For steps to create the report, refer following slides


16/36


C re a te a new report

Click Begin

Navigation: File -> New


17/36


Specif y D a t a Access

Click Ne x t


18/36


Select Universe

Click Finis h


19/36


Select objects in t h e quer y p a nel

Click Run to execute the query.


20/36


A simple report is re a d y !


21/36


Form a tting

Rearrange the columns in the sequence Store Name,article description, Quantity sold.

Add three new objects Month, State, Sales revenue tothe report. Use the following steps: D a t a -> E dit D a t a Provider (this opens the query

panel again) Add the required objects Sa ve a nd C lose the query panel D a t a -> Refres h D a t a to refresh data to the report

after changes in the query Format the table to the earlier format (notice that

BusinessObjects has added new columns)


22/36


C re a te new report t a b

Before Inserting a new tab, lets Name the existingreport tab as Sales analysis

Form a t -> Report -> Ren a me

Use Insert -> Report

This new tab can be used for display of cross tab

Create a cross tab to display Monthly sales revenue foreach state


23/36


D ispl ay t h e new objects in a cross t a bGo to Insert -> Cross tab

Click at a suitable place on the report layout, in the newreport tabSelect Use existing data from the document

Click Begin


24/36


Insert New C ross t a b contd.

Select the objects State, Month, Sales revenue (multipleobjects are selected using Ctrl key)

Click Ne x t


25/36


Insert New C ross t a b contd.

Specify the Pivot data for the cross tabUse: Columns State, Rows Month, Body Sales revenue

Click Finis h


26/36


Insert C ha rts

Create a new report tab for the chartInsert a chart displaying state wise Quantity sold

Use similar steps as used in inserting cross tab withsuitable objects


27/36


Add condition to t h e quer y

Add a condition to restrict the display on selected valuesGo to D a t a -> E dit D a t a providerSelect radio button option forPredefined C onditions (left sidebottom of the Query Panel)

Select conditions Ye a r,Article D esc by double clickingon themSave and Close query panelRefres h the report using

D a t a -> Refres h D a t a


28/36


Form a tting t h e p a ge

Use Form a t -> P a ge -> He a der

Similarly format page footer and background suitably


29/36


Appl y ing bre ak s on a t a ble

Group the table display by Store, i.e apply break on StoreSelect the table required to be formatted by clicking on itSelect Form a t -> Bre ak s


30/36


Appl y ing bre ak s on a t a ble contd.

Select Add to view the following dialog box

Select Store N a me and click OKClick OK


31/36


Appl y simple function

To Display total quantity sold for each store

Select the field displaying the Q u a ntit y Sold (not headerof the table)

Use Data -> Calculations -> 7 S um


32/36


Appl y Sort

Sort Store n a me by descending

Select the column Store n a me

Go to Form a t -> SortsThere is a sort already appliedon Store n a me. BusinessObjectsapplies this by default

Select Store n a me

Click D escending

Click OK


33/36


S a ve t h e report

Save the report as BusinessObjects D ocument (.rep)

Go to File -> S a ve Give a suitable name, click OK


34/36


S a ve t h e report contd.

Save the report as HTML

Go to File -> S a ve a s HTML Give a suitable name, click OK

Select C urrent report and click OK


35/36


36/36


Mak ing a simple report in BusinessObjectsindeed w a s e a s y !

Tha n k y ou

Date post:	10-Apr-2018
Category:	Documents
Upload:	ashish-maheshwari
View:	215 times
Download:	0 times

Session 1 - Business Objects Introduction

Documents