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An Introduction to Business Object DesktopIntelligence
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Course Module
Introduction to Business Objects
Advantages of Business Objects
Important Terminology
Working with Tables
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Introduction to Business Objects
An integrated query, reporting and analysis solution.
Allows you to access and analyze the data in your corporatedatabases directly from your desktop.
Provides a business-intelligent, semantic layer (Universe)that isolates business users from technicalities of thedatabase.
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BO Basic Architecture
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Data Access
BUSINESS OBJECTS let you access data from a wide range of sources.
Relational databases (RDBMS), such as ORACLE, Microsoft SQL
Server, Informix and IBM DB2, Teradata, Sybase.
Multidimensional (OLAP) databases, such as Microsoft OLAP Services,
Hyperion Essbase, and ORACLE Express.
XML Documents.
Text files and spreadsheets.
Packaged applications such as SAP.
Virtually any data source using Microsoft Visual Basic for Applications
(VBA) procedures.
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Center Management Server Database
Stores the following
Users created by the Administrator.Universes created by the Designer.Documents sent by users so that other users can retrieve and viewthem.
Enforces security - Users access rights to view the different componentslike universes, documents, etc.
Every user login is first validated against the CMS database.
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Full Client Deployment (2 Tier)
Greater flexibility for designing reports.Potentially faster response.Useful for a small group of POWER USERS.
Thin Client Deployment (3 Tier)
Client / middleware installation not needed.Useful for large deployments.
Intended users are not POWER USERS.
BO Client Deployment Options
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Introduction to BO products
BusinessObjects Data Integrator
BusinessObjects Rapid Marts
Web Intelligence
Desktop Intelligence
OLAP Intelligence
Crystal Reports
Crystal Enterprise
Crystal Analysis
Performance Management
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Introduction to BO products
Primary Business Objects Enterprise products
Desktop Intelligence - Full client reporting tool.
Web Intelligence - Thin client reporting tool.
Crystal Reports - Full client reporting tool.
Designer - Interface to design universes. CMC - User administration and metadata
management.
Data Integrator - Accessing and integrating datafrom disparate sources
Performance - Customized analytic
Management - applications for users OLAP Intelligence - Full Client reporting tool
(based on MDDB)
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BO Architecture - How The Products Fit In
Business Objects Full Client
Business Objects Thin Client Web Server Web Intelligence
Application Server
Desktop Intelligence
Crystal Reports
Performance Management
Web Intelligence
Infoview
CMS Database
Data
Warehouse
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Course Module
Introduction to Business Objects
Advantages of Business Objects
Important Terminology
Working with Tables
Working with Chart
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Advantages of Business Objects
Little or no dependence on Information Systems department to producereports.
Steep learning curve - faster learning.
Extremely user-friendly interface.
Multi-level Security.
Easy Maintenance.
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A universe is a semantic layer that maps the data structure found in
databases (tables, columns, etc) to business terms.
A universe can represent any specific business area, process, or department.
For example, a universe can relate to a department in a company such asmarketing or accounting.
What is a Universe
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Objects
There are three types of objects in a Universe:
Dimension Detail Measure
to gain more
information
on an entity.
to analyze
summary
information.
can be combined with a...
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Class
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 ortype of objects.
A class can be further divided into subclasses.
A designer defines hierarchies of classes and subclasses into a model thatbest reflects the business concepts of the company.
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Building and Running a Query
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Data
ProviderReport
Database(Data Source)
Query Process
CLIENT SERVER
User Users build queries
against the universe in
the Query Panel
BO infers the SQL
and returns correctresults in report format.
Users customize
returned data according
to requirements
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A document is composed of three main parts:
Documents
Data Provider1
Blocks, providing
views of the Data
Provider
2
Report Pages3
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Using the Query Panel
Data available
in your
database.
This is where you put the data you
want to have in your report.
Limit data in your report so that you
can focus on specific information.
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Presentation Styles
BO displays data in 3 different ways.
Tables
Charts
Free standing cells.
Tables are of 4 basic types
Vertical Tables
Horizontal Tables
Crosstab Tables
Forms
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Course Module
Introduction to Business Objects
Advantages of Business Objects
Important Terminology
Working with Tables
Working with Chart
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Vertical Tables
Display data in either rows or columns.
Have a header and a footer as special rows or columns.
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Horizontal Tables
A financial table is very much like an ordinary table except that the headingsrun vertically rather than horizontally.
Vertical data
Horizontal data
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Crosstab Tables
A Crosstab representation specifies the intersection of Column/Row
Display data in both rows andcolumns.
Corresponding data appearsat the intersection of columns
and rows. Can display both row totals
and column totals.
At least 3 variables areneeded to build a crosstab.
Row and column headingsdescribe the content of the
cells
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Creating Vertical Tables
METHOD 1 - Using Report Manager
Open Report Manager Window, if it is not open.
Click on the Data tab of the report manager. A list of all variables in the data provideris displayed.
Select variables from the Report Manager and drag to drop them in the Resultobjects box. To select multiple variables, use the CTRL key. Cursor changes to
Create table cursor. A table is created for those variables.
METHOD 2 Using Insert Table Wizard
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METHOD 1 - Using Report Manager
Create a list table using the same steps as followed before.
Click inside one of the dimension columns.
Drag the column to the upper right corner of the table.
When the cursor turns to Turn to Crosstab release the mouse button. The tablebecomes a cross tab.
METHOD 2 - Using Insert Crosstab WizardNote: You need AT LEAST 2 dimension / detail objects and 1 measure object to
create a crosstab.
Creating crosstab tables
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Course Module
Introduction to Business Objects
Advantages of Business Objects
Important Terminology
Working with Tables
Working with Chart
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charts
Charts are the graphic equivalent of tables and crosstabs.
Desktop Intelligence has a very powerful and easy-to-use charting feature. Onecan produce sophisticated and visually appealing charts to display a simplesummary of your data or complex relationships in it.
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Creating charts
BO has 5 basic types of charts
1. 2-D and 3-D column
2. 2-D and 3-D Line
3. 2-D and 3-D Area
4. 2-D and 3-D Pie5. X-Y Scatter
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Creating charts
Charts can be created in multiple ways
Use the Insert Chart wizard.
Turn an existing table / crosstab into a chart.
Copy and Paste an existing table / crosstab and turn it into a chart.
Note - To create a chart you need at least one measure object and onedimension / detail object.
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Saving Reports from Desktop Intelligence
Reports can be saved from DI in the following formats
Text (.txt) or Rich text (.rtf)
Can be opened in different applications and on platforms other thanWindows.
Spreadsheet format (Microsoft Excel)
Each value from the exported data, appears in a different cell.
Portable Document Format (.pdf)
Reports cannot be edited or analyzed, but useful for high quality printed
copies.
HTML Format (.htm)
Reports are easy to view over the Web.
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Resizing columns
You can resize a column automatically by:
Double clicking on the right hand column border You can resize a row automatically by:
Double clicking on any data row border
You can resize header rows automatically by:
Double clicking on the heading row border
Double - Click
You can also resize by using drag
and drop on the border.
Drag n Drop
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Dragging and Dropping Columns
You can move columns by dragging and dropping them:
Select the column you
want to move.
Drag and drop the
column.
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Changing Column Titles
You can change the titles of columns:
Double click on the title
you want to change.
Type the new title.
Press the Enter key.
Store
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Moving Tables
You can move tables on the report page:
Click anywhere in the
table.
Drag and drop the table.
Move the mouse pointer over
the border.
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Applying Calculations to Columns
Desktop Intelligence provides many automatic calculation functions:
Move the mouse pointer over a
column in a table.
Click on right mouse
button.
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Adding a Sum
You can sum data in a column automatically:
Click on the Measure
column you want to sum.
Click the Insert Sum button in
the Report Toolbar.
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Adding a Percentage
You can add percentage data to a column automatically:
Click on the Measure column
you want to add percentages
to.
Click the Show as
Percentage button in
the Report Toolbar.
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Counting Rows of Data
Desktop Intelligence provide two functions for counting rows of data:
Count - counts distinct values only
Count All - counts all rows in a column, including duplicates and empty rows
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Counting Distinct Rows of Data
Use the Count function to count distinct rows:
Click on the column you want to
apply the Count to.
Click the Insert Count
button in the Report
Toolbar.
Unique rows
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Counting All Rows of Data
Use the Count All function to count all rows:
Right click on the column you
want to apply the Count All
function to.
Choose Count All.
All rows
S ti D t
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Sorting Data
Desktop Intelligence lets you sort the data in columns automatically.
There are 3 types of sort:
Sort in ascending order - A to Z, 1 to 9, dates past to present
Sort in descending order - Z to A, 9 to 1, dates present to past
Custom sort - you can sort on multiple columns, select special month and daysorts or design your own
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Applying a Sort
The sort options are shown in the Report Toolbar:
Click on the column you
want to sort.
Click the Insert Sort button in the
Report Toolbar.
Click the appropriate sort button.
A l i C t S t
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Applying a Custom Sort
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Filtering DataNote:
You can apply more than one filter
Be careful that if you apply more than one filter that they do notcontradict
You can mix Simple and Complex filters
You can apply global filters
Apply to all tables, charts, etc. on the page
You can apply filters on just one table, chart, etc.
You can apply a filter on a variable that is not used in the report
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Applying Conditions
You can restrict a query so that it returns data related to a subset of values for an
object rather than all values.
Three types of conditions are available in Desktop Intelligence:
Single and multi-value conditions
Prompted condition
Predefined condition
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Applying Conditions
A condition has three elements. These are (for example):
object
operator
operand
Condition
Store Equal to e-Fashion Austin Magnolia
These three elements are defined as follows:
Object :a field or column of data.
Operator:specification of the relationship between the object and the operand.
Operand :the object value to be searched for.
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Applying single-value conditions
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Applying multi-value conditions
A l i t d diti
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Type the question: Which
year?
Then press Enter or click
outside this box.
Which year?
2000
Applying prompted conditions
U d t di Wild d i diti
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Type the pattern: B%
Then press Enter or click outside the box.
B%
Understanding Wildcards in conditions
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Logical operators in multiple conditions
Double click the AND operator to change it into an
OR operator.
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Slice & Dice
Once the basic data has been fetched from the database, users might want to
view it from various angles. Slice and Dice mode actually works on the Micro-
cube of data that has been created when the user first ran the query.
Purpose: To view data from various angles and at various levels. Done using:
Slice and Dice Panel. Invoked using the icon on the toolbar or Using menu item
Analysis > Slice and Dice
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Slice & Dice Panel
Break Filter Sort Rank Calculator
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Slice & Dice functions
Sort - Sort any column in ascending / descending order
Filter - Apply a filter to keep data that satisfies some criteria.
Calculator - Perform a calculation on any column like Sum of a column,
Average of column, etc.
Break - Break up data in a table grouping it by a particular value.
Rank - Rank data as Top Nor Bottom N.
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Question??