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Intended Audience Business Objects Developers
Business Objects Business Users
Business Objects Administrators
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Agenda1. Introducing Business Objects
2. Overview of BO components
3. What is Universe
4. Creating Universes using different data sources
5. Introduction to Info View
6. Creating Reports using Web Intelligence
7. Ad-hoc Reporting and features of Web Intelligence
8. Creating Dashboards
9. Administration
10. Creating Users, assigning rights and Managing other components
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Introducing Business Objects
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Objectives
Understanding Business Objects XI 3.1
Creating Universes
Understanding how universes allow you to query databases using
everyday business terms
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Introducing Business Objects Business Objects Enterprise is a flexible, scalable, and reliable solution
for delivering powerful, interactive reports to end users via any web
applicationintranet, extranet, Internet or corporate portal. In additionBO gives us ability to create custom reports.
Can be used mainly for ad hoc and also for operational reporting needs
In BO you work with in your business terms and you dont need to have
any knowledge of your organizations Database structure
Can easily analyze and share the reports.
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Introducing Business Objects
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Architecture
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BO components Central Management Console(CMC)
Central Management Server (CMS)
Universe Designer
Info View
Central Configuration Manager (CCM)
Web Intelligence Rich client
Import Wizard
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Introducing Universe Business representation of relational
data sources
End-users build reports using the
Objects included within a Universe
Classes:
Number of logically group objects
Objects:
Dimensions:
Character type data such asgame name or retailer name
Measures:
Numerical data typically theresult of a calculation suchas net sales
Filters:
Give me a gooddescription
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A typical universe layout...
Classes
Objects
Universe Pane Structure Pane
1111
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Classes
A class is a logical grouping of objects within a universe. In general, thename of a class reflects a business concept that conveys the category or
type of objects
A class can be further divided into subclasses.
As a designer, you are free to define hierarchies of classes andsubclasses into a model that best reflects the business concepts of yourcompany.
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A universe is identified with a user name and a connection
to the databaseA detailed description can also be added
Setting up Parameters : Definition Tab
15
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Introducing Web Intelligence Web Intelligence offers a business intelligent reporting solution to
business users by providing an easy to use interactive and flexible user
interface for creating and analyzing reports on corporate data over theweb, on secured intranets and extranets
From the local computer, Web Intelligence can be accessed from the
business intelligence portal InfoView via an Internet browser like InternetExplorer, Mozilla Firefox etc. Then, depending on the security profile ofthe user, reports can be created/edited/interacted with, using the WebIntelligence report panel
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Objectives Info View
Viewing a Web Intelligence document in Info View
Accessing information with Web Intelligence
Creating Custom Reports and Dashboards
Different Features of Web Intelligence
Understanding how universes allow you to query databases using
everyday business terms
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Info View
A web-based interface that end users access to view, schedule, andkeep track of published reports. InfoView consolidates the presentationof a company's business intelligence information and allows it to beaccessed in a way that is secure, focused, and personalized to usersinside and outside an organization.
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Launching Web Intelligence
Web Intelligence is hosted on the InfoView
Any Web Intelligence document can be saved into one of theInfoView folders and later accessed
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Header Panel: Contains the InfoView Toolbar
Option Description
Home Displays the InfoView home page.
Document List Shows the Document List.
Open Opens components of InfoView such as the "Encyclopedia".
Send To Sends an object or instance to a destination.
Dashboards Allows you to access dashboards and analytics.
Log Out Logs the user out.
Preferences Allows you to set how information is displayed.
About Displays product and sales information about InfoView.
Help Displays the online help for InfoView.
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Workspace Panel: Displays InfoView Content
Option Description
Switch to Folders Shows folders in the Tree panel.
Switch to Categories Shows categories in the Tree panel.
Refresh
Refreshes the view of the Document
List.
NewAllows you to create new objects within
InfoView.
AddAllows you to add existing objects to
InfoView.
OrganizeAllows you to organize the selected
object.
Actions Allows you to perform actions on theselected ob ect.
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Changing your Password
To change your password:
1. Log on to InfoView
2. On the InfoView toolbar, click Preferences
3. Click the Change Password section
4. Type your old password in the Old Password field
5. Type your new password in the New Password field, confirm it in theConfirm New Password field, and then click Submit
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Vi i R t
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Viewing Reports
To view Report
Navigate to Report and Double-Clickits OR Right click it and click on "View"
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Web Intelligence Rich Client
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Building a query
Launch Web Intelligence from the InfoView
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Building a query
Select the universe on which the report is to be built
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W ki i th R t P l
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Data in the report can be represented in the following ways:
Table
Crosstab Free Standing Cells
Working in the Report Panel
Form
W ki i th R t P l
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Visual data representation also possible
3D Bar Charts 3D Pie Charts
Stacked Radar ChartsArea Charts
Working in the Report Panel
St t Vi d R lt Vi
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Structure View and Results View The Web Intelligence Report Panel
allows modifying documents andpreviewing those changes in the
Structure View This enables making multiple
formatting changes quickly andpreviewing them
On coming back to the ResultsView, Web Intelligence applies thechanges and returns the modified
format in a single operation
Structure
View
Results
View
F t
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Features
Filters
Displaying data in Tables and cross tables
Organizing Data with Sections, Breaks and Sorts Displaying data in Charts
Calculations, Formulas and Variables
Drilling on report data
Merging data by using common dimensions
Alerts
Ranking
Tracking changes in data
Hyperlink reports
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Restricting Data Returned by a Query
Obj ti
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Objectives Understanding restriction of data in a report using prompts
Understanding restriction of data in a report using report filters
D t Filt i i P t
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Data Filtering using Prompts A prompt is a special type of query filter
It is a dynamic filter that displays a question every time you refresh
the data in a document Prompts are to be answered by either typing or selecting the values
to be view before data refresh
Prompts allow multiple users viewing a single document to specify adifferent sub-set of the database information and display it in the
same report tables and charts Prompts also reduce the time taken for data to be retrieved from the
database
A prompt contains the following elements:
a filtered object
an operator
a message
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Using Report Filters
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Using Report Filters Report filters limit the results that are displayed in the report to
specific information of interest
The data you filter out remains within the Web Intelligencedocument; it is simply not displayed in the report tables or charts.This means you can change or remove report filters in order to viewthe hidden values, without modifying the query definition behind thedocument
Different filters can be applied to different parts of a report To create a report filter, three elements need to be specified :
a filtered object
an operator
values
Multiple filters can be included in a report
Comparison: Query and Report Filters
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Comparison: Query and Report Filters
Query Filters Report Filters
These filters are defined on thequery
These filters are defined within thereport
They limit the data retrieved fromthe data source and returned tothe Web Intelligence document.
They limit the values displayed onreports, tables, charts, sectionswithin the document, but they dontmodify the data that is retrievedfrom the data source; they simplyhide values at the report level
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Enhancing the Presentation of Data in
Reports
Objectives
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ObjectivesUnderstanding the use of
Alerters
Sections and Breaks Sorting
Ranking data
Using Alerters
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Using Alerters Alerters are used to highlight results that meet or fail specific
Business targets
Alerters are dynamic. They always highlight the latest results Alerters can contain multiple conditions. Hence help to highlight
information that meets multiple Business criteria
An alerter can be made of multiple sub-alerters, each containing oneor multiple conditions
Organizing a Report into Sections
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Organizing a Report into Sections Sections allow splitting report information into smaller and more
comprehensible parts
A single section or include multiple sections with subsections in a reportcan be created
Removal and re-positioning of sections within a report is also possible
A section can be created from one of two sources:
on a dimension already displayed on a table or chart
on a dimension included in the document but not displayed on a table or
chart
Sections cannot be created with a measure object
Breaks
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Breaks A break is a division within a block in which data is grouped according to
a selected dimension, detail, or measure into self contained sections
These sections are represented as smaller tables within the same blockof data
Breaks can be used to display all the data for each unique value of anobject in separate parts
Using breaks has two main advantages:
Efficient organization and representation of data
Display of subtotals
Comparison: Sections and Breaks
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Comparison: Sections and Breaks
Sections Breaks
A section breaks up the data into
multiple free-standing cells called
section headers
A break divides the data up within
one block
Each section header contains onevalue for a dimension, with a block
of data that corresponds to the
dimension value
One column contains the values
for a dimension, detail, or
measure, which are repeated for
each other row of values in the
block
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Using Ranking
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Using Ranking Ranking allows the user to isolate the top and bottom records in a
set based on a variety of criteria
Ranking options available in Web Intelligence are: Rank the top and/or bottom n records based on sum of a related
measure
Rank the top and/or bottom n% of the total number of recordsbased on the value of a related measure as a percentage of the
total value of the measure
Rank the top and/or bottom n records based on the cumulativesum of a related measure
Rank the top and/or bottom n records based on the value of arelated measure as a cumulative percentage of the total value ofthe measure.
Using Ranking
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Using Ranking
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Analyzing Data
Objectives
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Objectives Understanding drilling into data
Setting Web Intelligence drill options
Drill Mode
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Drill Mode Drill mode allows user to analyze the data in a document by breaking it
down and view it from different angles and levels of detail
To pinpoint the driving factor behind a good or bad result. In drill mode,user can analyze data in different levels of detail by analyzing the dataretrieved from the database
When working in drill mode, user is guided through the necessary steps bydynamic graphical features
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Drill Mode
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Drill Mode
Document can be made drillable in two ways:
With the document definition open in the Web Panel, click on the
Drill button on the toolbar While viewing the document click on the Drill icon on the top
right corner
After you enable drill mode and run the query, the following changes take
place in the document: The drillable information in document tables is underlined,
representing hyperlinks to the other levels
Some of the headers may contain an up arrow, to indicate thatyou can drill up a level
Drilling on a report
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Drilling on a report After enabling drill mode and run the query, following table can be
seen: If you position your cursor over one of the hyperlinks, the tool
tip indicates that you can drill down to Quarter. Right click on thecolumn value shows the popup menu which guides about the drilloptions.
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Using Multiple Data Sources
Objectives
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Objectives Creating multiple documents in a document
Synchronizing data with merged dimensions
Using Merged Dimensions
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Using Merged Dimensions Multiple data providers can be included in a Web Intelligence
document
Data returned by these data providers needs to be synchronized This can be done by incorporating common dimensions into a
merged dimension
When dimensions are merged, Web Intelligence creates a newdimension that contains all the values from the original dimensions
that make up the merged dimension This dimension can be used in reports as you use any other report
object
Report objects can be added from all the data providerssynchronized through the merged dimension in the same block as
the merged dimension
Rules of Synchronizing Data Across Data Providers
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Rules of Synchronizing Data Across Data Providers
4 rules for synchronizing data
Only the dimension objects can be linked Any number of data providers can be linked by common dimension
objects
Any number of dimension objects can be linked
A measure object can only be aggregated to the lowest level of
dimension object that has been linked between the synchronizeddata providers
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Calculating Data with Formulas and
Variables
Objectives
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Objectives Creating formulas and variables to calculate data
Using Formulas, Calculations and Variables
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Using Formulas, Calculations and Variables
Web Intelligence provides a variety of functions to carry out report levelcalculations, conversions etc
The Formula toolbar can be displayed by clicking the Show/Hide FormulaToolbar button on the Reporting toolbar. When a cell is selected, itsformula appears in the Formula toolbar
Web Intelligence also provides a few standard calculations like Sum,Count, Average, Variance etc which can readily be used in the report
Formulas can contain mathematical, conditional, logical, function-specificor extended syntax operators
If a formula is intended to be used frequently, it can be made a Variableand re-used
The variable then appears in the objects pane of the reporting interface
and can be dragged and dropped like any other object
Using Formulas, Calculations and Variables
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g ,
Type Formula Purpose
Numeric =[Revenue]*1.10 Increases revenue by 10 percent
String =[City] + ", " + [State]Concatenates City and State separated by a comma
into a single string
String=Concatenation("Dear ";
[Name])
Creates the salutation string that could be used for a
form letter
Date=ToDate("01/11/2009";
"MM/dd/yyyy") + 30
Converts a date string to a date data type and adds 30
days
Time =LastExecutionTime() The last time the report data was refreshed
Boolean =[Revenue] < 100000 Will display true if revenue is less than $100,000 andfalse if revenue is greater than or equal to $100,000
String
=If([Revenue]
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Tracking Data Changes
Objectives
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Objectives Understanding methods of tracking data changes in Web Intelligence
reports
Track Data Changes
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Track Data Changes
The Track Data Changes feature allows a report user to highlight thevalues that have changed since a previous refresh for any level of
aggregation. Report designers benefit from productivity gains because this feature
directly addresses the report users need to see data changes.
The Track Data Changes feature represents productivity gains forreport users and creators.
Report users can: Closely monitor their business
Immediately identify important changes
Quickly focus their analysis on relevant data to determine the rootcause of those changes
Then they can make timely and informed business decisions
Track Data Changes
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Track Data Changes
Web Intelligence allows tracking the following types of data change:
added data
removed data modified data
increased data
decreased data
Data Tracking Modes
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g
Automatic data tracking mode
In automatic data tracking mode Web Intelligence always
compares the current data with the data before the last refresh. To do this, Web Intelligence sets the current data as the
reference data just before each refresh.
The reference data is always one refresh behind the currentdata.
Manual data tracking mode
In manual data tracking mode, you select the reference data.
Web Intelligence continues to use this data as a reference point
until you update the reference point.
Data Tracking Limitations
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g
If the data provider behind a document is changed, or if the documentdata is cleared, Web Intelligence no longer displays changed data.
If the data provider is changed, the current version of the document is nolonger compatible with the reference version.
If the data is cleared, the old data no longer exists for comparison.
As a result, the following actions are incompatible with data tracking:
Drill out of scope
Query drill
Deleting a query
Any modification (including modifications to security rights) thatchanges the SQL generated by a data provider
Purging the document
When you perform any of these actions, Web Intelligence clears the datahistory of the document
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Creating Hyperlinks
Objectives
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j Understanding the options for creating hyperlinks
Hyperlinks in Web Intelligence Reports
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yp g p In Web Intelligence documents cells can be defined as hyperlinks
When a cell that contains a hyperlink is clicked, Web Intelligence opensthe target document specified in the link
The target document can be a Web Intelligence document, a CrystalReports document, a site on the world wide web, or any resource
accessible through a hyperlink
Generally, the need is to link the parent report to a child report through aparameter whose value is clicked in the parent report and the child reportopens up as an elaboration for that particular value
Hyperlinks can be either static or dynamic
Hyperlinks in Web Intelligence Reports
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yp g p Hyperlinks can be defined
using the Hyperlink dialog box
The hyperlink text can betyped or pasted into the textbox
URL Reporting using OpenDocument function
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URL reporting using openDocument provides URL access to multipledocument types by passing a URL string to a BusinessObjects Enterpriseserver. openDocument provides commands to control how reports aregenerated and displayed
OpenDocument can be used in BusinessObjects Enterprise to create
cross-system links to and from the following document types:
.wid: Web Intelligence documents
.rep: Desktop Intelligence documents .rpt: Crystal reports
.car: OLAP Intelligence reports
Detailed info on OpenDocument is provided in the following document:
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Hyperlinks with the Interactive Viewing Panel
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Creating a hyperlink in a Web Intelligence document using theInteractive mode is by far easier and quicker compared to theconventional method of coding the hyperlink using the OpenDoc function
However, across different products of Business Objects, a goodunderstanding of the usage of the OpenDoc function always proveshandy.
For example: The OpenDoc function can be extended to theOpenAnalytic function in Dashboard Builder analytics for linkingdashboards to other dashboards and Web Intelligence reports
The OpenDoc function also finds its use in linking Xcelsius dashboardsto Web Intelligence reports
Creating Dashboards
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Business Objects Dashboard Builder allows organizations to build customdashboards and analytics that meet their specific requirements
Creating Dashboards
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User Administration
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Logging into Central Management Console
Creating Users
Deleting Users Assigning Users to Groups
Central Management Console
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g
Creating Users
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Creating Users
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Creating Users
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Thank You