Sap business intelligence 4.0 report basic

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  • 1. Business Objects Interactive Analysis - Basic
  • 2. 2 Together. Free your energies Business Objects Interactive Analysis - Basic  Course Duration: − 2 Days  Course Coverage: − Module 1: Introduction to Interactive Analysis Reporting − Module 2: Creating Interactive Analysis document − Module 3: Formatting document − Module 4: Working with Charts − Module 5: Analyzing Data  Next Step? − Business Objects Advanced Reporting
  • 3. Business Objects Interactive Analysis - Basic Module 1: Introduction to Interactive Analysis Reporting
  • 4. 4 Together. Free your energies Module Objectives  In this module we will be learning about − Need of Reporting Tools − Launch Pad Portal − Launch Pad Features − Working with Launch Pad − Refreshing a document − Sharing documents − Open documents − Options in view mode
  • 5. 5 Together. Free your energies Introduction to Reporting  Reports provide information about the various activities of the Organization  Reports can be used to analyze current or historical data  SAP Business Objects Interactive Analysis tool enables user to create, modify or refresh the reports  Interactive Analysis reports support web driven reporting and analysis  It can be used to generate report in following formats: − Tables − Crosstabs − Parent child − Charts − Web Pages  Interactive Analysis reports can be created using Launch Pad portal.
  • 6. 6 Together. Free your energies Introducing Launch Pad Portal  Launch Pad is a SAP Business Objects business intelligence (BI) portal that collects a company’s BI information and presents it in a secure, focused, and customizable view to users.  It allows user to interact with the Business Objects centralized repository to manage corporate documents or personal documents.
  • 7. 7 Together. Free your energies Launch Pad : Features  Fast information retrieval: − Easy category classification − Powerful search − Storage for all document types. − Document Pinning  Timely and secure information access: − Tabular Launch Pad view − Customized home tab for easy navigation − Document-level security − Profile-based administration.  Enterprise-wide collaboration: − Browser-based alert notification − Scheduling − Launch all available application
  • 8. 8 Together. Free your energies Working with Launch Pad  Launch Pad has two Tab. 1. Home 2. Documents
  • 9. 9 Together. Free your energies Refreshing Document  A user has to refresh an existing report to display the latest data.  Interactive Analysis report executes the query (defined in the document) and fetch the result from the database and returns the updated values to the report(s) in the document.  Interactive Analysis documents can be refreshed in two ways, − On open • It re-executes the query every time the report is opened and provides up to date report. • However, It affects the overall system performance too. − Manually • A user needs to click on Refresh Data button to re-executes the query and update the report data. • It does not cause any performance problem, however, it does not provide up to date report by default.
  • 10. 10 Together. Free your energies Sharing document  Sharing of document can be achieved using send option.  When the document is sent to another user it goes to the receiver’s Inbox.
  • 11. 11 Together. Free your energies Open Document Two Ways to open document, 1. To open document for launch pad right click on document name and click on view 2. Double click on document to open in view mode.
  • 12. 12 Together. Free your energies Features Available Multiple View and Design Options •View HTML PDF •Design With Data Structure Only Export Options Export Document as Export Current report as Export data to CSV Send Options Send to Mail Send to User Send to FTP History Options will show all the instances of scheduled report.
  • 13. 13 Together. Free your energies Summary  In this module we have learned about − Why Reporting Tools are needed − Became familiar to Launch Pad Portal − Understood the Launch Pad Features − How to work with Launch Pad − How to Refresh a document − Sharing documents − Open documents − Options in view mode
  • 14. 14 Together. Free your energies Lab Activity  Do exercise Lab activity1.
  • 15. Business Objects Interactive Analysis - Basic Module 2: Creating Interactive Analysis document
  • 16. 16 Together. Free your energies Module Objectives  In this module we will be learning about − What is a query and why to write it − Understand the sources − How to build a query using Interactive Analysis − Understanding query properties to improve performance − Creating the first Interactive Analysis report − Adding document level filters − Adding document level prompts − How to multiple prompts − Data preview − How to add report filters
  • 17. 17 Together. Free your energies What is a Query?  You write a query to get business value from the data − A query is one or more SQL statements that request data from database. − With Interactive Analysis Query manager, one does not have to know SQL. − Queries are based on Universes and can be built by combining objects in the universe. The universe translates the objects presented in the business language into SQL. − If the data is available then the requested data is returned by default in the form of a table.  Why to build a Query? − To answer business questions that requires data from database. − The query is a way to ask the database for information.
  • 18. 18 Together. Free your energies Sources 1. No data source 2. Universe Includes .UNV and .UNX. 3. Bex Create reports on Bex query directly 4. Analysis View Create report on Analysis view created on advance analysis Here we can select universe created in universe designer i.e. UNV or universe created in Information Design Tool i.e. UNX
  • 19. 19 Together. Free your energies Building Query  Query can be built using Query Panel.
  • 20. 20 Together. Free your energies Query Properties – Optimizing Query Performance  Data − Retrieve duplicate rows − Retrieve empty rows  Limits − Max rows retrieved − Max retrieval time  Security − Allow other users to edit all queries  Prompts − To change the prompt order  Contexts − Reset contexts on refresh − Clear contexts
  • 21. 21 Together. Free your energies Creating First WebI Report Drag required objects from universe outline window to result objects pane.
  • 22. 22 Together. Free your energies Adding document level Filters  Document level filters are used − To retrieve only the data needed to answer specific business question. − To limit the data based on their user profile. − To minimize the quantity of data returned to the document to optimize performance.  Filters are applied to Queries by adding filter conditions in the Query Filter pane.  Filters could either be − Pre-defined • Created at the time of creating universe by designer − User-defined • Created by user, while creating report  Filters can also be implemented as prompts (Dynamic filters).
  • 23. 23 Together. Free your energies Adding Pre-defined Filters  Predefined filters can be added by dragging them from Data Pane to Query filters pane. − Predefined filters are re-usable
  • 24. 24 Together. Free your energies Adding User Defined Filter  User defined filter, needs to have Object, Operator and value. − Note: User defined filters are non re-usable
  • 25. 25 Together. Free your energies Adding Document Level Prompts  A prompt is a dynamic filter that displays a prompt window every time you refresh the data in a document. You can answer prompts by either typing or selecting the value(s).  Prompts allows customization, where users can choose a set of values to retrieve a different sub-set of the database information and display it in the same report.  Prompts could be created at universe creation time (also called predefined prompts), or it could be created at document level (called as User defined prompts)
  • 26. 26 Together. Free your energies Adding Predefined Prompt  Predefined prompts can be added, by dragging them to query filters pane. A prompt window will appear when a user clicks on Run Query button.
  • 27. 27 Together. Free your energies Adding user defined Prompt  To create a prompt, you need to specify three elements: − a filtered object − an operator − a prompt message  For example, to prompt users to select a specific year, you define a prompt on the [Year] dimension. Note: You can create multiple prompts on a document.
  • 28. 28 Together. Free your energies Creating a Prompt  Make sure you are in a query view  Make sure the Query Filters pane is visible, then select the question which you want to create a prompt, by clicking appropriate query tab  From data tab drag the object on which you want to apply a prompt and drop into Query Filters pane.  Click the arrow next to the list box below Operator and then select operator from drop down list  Under Operand Type select Prompt  Overwrite default prompt message. Check different prompt option(s) to define how the prompt display. Default option is Prompt with List of Values − Click OK to confirm the prompt.
  • 29. 29 Together. Free your energies Prompt Properties  Allows to define a report-level prompt as “Optional”  Default values for a report-level prompt can be set  User Universe Parameter created in Information Design Tool.
  • 30. 30 Together. Free your energies Prompt Window (in Run mode)  When you run the query or refresh the document data, Interactive Analysis displays the prompts.
  • 31. 31 Together. Free your energies Applying Multiple Prompts  You can apply multiple prompts to a single query so that users accessing the same Interactive Analysis document can limit the data as per their specific business interest.  The following section tells you how to: − combine multiple prompts − combine prompts within other query filters − prioritize the order of prompts  Create prompts first  Make sure that the Show/Hide Filters pane button on the Query toolbar is pressed in. You can view the prompts on the query in the Query Filters pane. By default Interactive Analysis combines the prompts with the And operator. Note: You can change the priority of Prompts
  • 32. 32 Together. Free your energies Data Preview
  • 33. 33 Together. Free your energies Report Filters  Report filters is used to limit the results on a Report.  The data you filter out remains within the Interactive Analysis document; though it is not displayed in the report tables or charts.  You can change or remove report filters in order to view the required values, without modifying the query definition behind the document, hence gives good performance during analysis.
  • 34. 34 Together. Free your energies Summary  In this module we have learned about − Available sources − How to build a query using Interactive Analysis − Significance of Query properties to improve performance − Process of creating first Interactive Analysis I report − Applying document level filters & prompts − How to add multiple Prompts − Data Preview − How to add report filters
  • 35. 35 Together. Free your energies Lab Activity  Do Lab activity 2.
  • 36. Business Objects Interactive Analysis - Basic Module 3: Formatting document
  • 37. 37 Together. Free your energies Module Objectives  In this module we will learn about: − Block types − Interactive Analysis Panels − Adding Tables to Report − Formatting tables & Cells − Setting up Page Layout for Tables − Adding Page Header and Footer and Adding Images − Working with Formulae & Functions − Working with Sections − Working with Breaks − Working with Crosstab − Rule − Sorting − Enhanced Copy Paste − Show / Hide block
  • 38. 38 Together. Free your energies Understanding block types  Interactive Analysis support two types of Block 1. Table 2. Chart (We will discuss charts in coming module)  Interactive Analysis generates a new report with a table block and standard formatting. This initial table includes all of the data in the query behind the document.  Table contents can be edited, formatted or can be turned into a different table type or block type like chart.  The different table templates which can be used to display information on Interactive Analysis reports are: − Vertical tables − Horizontal tables − Cross tabs − Forms
  • 39. 39 Together. Free your energies Vertical Tables  Vertical tables display header cells at the top of the table and the corresponding data in columns.  By default, the header cells display the names of the dimensions, details, and measures included in the table.  The body cells display the corresponding values.
  • 40. 40 Together. Free your energies Horizontal tables  Horizontal tables display header cells at the left of the table and the corresponding data in rows.  By default, the header cells display the names of the dimensions, details, and measures included in the table.  The body cells display the corresponding value  This table format is useful for reports with several measures, such as financial reports and balance sheets.
  • 41. 41 Together. Free your energies Cross tabs – Single Dimension  Cross tabs display values for dimensions across the top axis and on the left axis.  The body displays the values of a measure that correspond to the cross-section
  • 42. 42 Together. Free your energies Cross tabs – Multiple Dimension  This cross tab displays three dimensions – two as column headers and one as row header  The values for the [Sales Revenue] measure are values each state by quarter for each line.
  • 43. 43 Together. Free your energies Forms  Forms are useful in your report to display detailed information per customer, product, or partner.  Forms are also useful for formatting address labels for envelopes.
  • 44. 44 Together. Free your energies Interactive Analysis Panels
  • 45. 45 Together. Free your energies Adding tables to Report  One or multiple tables can be inserted on a report by dragging one of the following tables onto a blank area of the report.  Select the required objects and drag and drop on reports workspace area to add new vertical table.
  • 46. 46 Together. Free your energies Adding tables to reports Cont…  To add another object to the table, drag another object from the data tab and place it to the left or right of the existing column header  A second column appears before or after the first column. The new column header displays the name of the object
  • 47. 47 Together. Free your energies Duplicating tables  Multiple tables can be included on a single report.  Instead of creating each table from scratch, duplicate an existing table and paste it onto a blank area of the same report.
  • 48. 48 Together. Free your energies Applying a different template to existing tables  Modify the layout of existing tables by applying a different template. Interactive Analysis automatically displays the values in the original table in the new layout. − Turning a vertical table to a cross tab to compare sales results per state
  • 49. 49 Together. Free your energies Adding or removing table rows or columns Different ways to add row or column 1. Adding rows or columns to tables using drag and drop 2. Adding table rows or columns using the Insert row or column toolbar menu
  • 50. 50 Together. Free your energies Moving columns  Moving rows or columns : Drag the selected column or row and drop it before or after another column or row on the table.
  • 51. 51 Together. Free your energies Swapping Table Column  Swapping table columns − Drag the selected column or row onto the column or row with which it has to be swapped.
  • 52. 52 Together. Free your energies Clearing cells  Clearing cell menu − Clear All: Clear All will clear data with formatting − Clear format: Will remove formatting only − Clear Conditional Formatting : Removes conditional formatting from cell (if any) − Clear Contents : Will clear column content.
  • 53. 53 Together. Free your energies Removing tables from reports Different ways to remove table  Right click on table and click on delete option  Using drag-and-drop table to available object pane.  Select table and press Delete key from keyboard.
  • 54. 54 Together. Free your energies Formatting tables and table cells  Format tables and cells on tables so that the look and feel of documents reflects corporate standard.  The following formatting options are available: − table or cell background – select colors, skins, and images − table or cell borders – select line styles and colors − cell text – define fonts, font sizes, and font styles − cell size – specify the height and width of cells − spacing within and between table cells – padding and spacing
  • 55. 55 Together. Free your energies Setting properties for table headers and footers  By default, Interactive Analysis tables display: − a header on each column or row − no table footers  However, you can set the following properties for table headers and footers: − Show or hide headers and footers − Repeat the headers or footers on every report page − Add headers to cross tabs to display the names of the objects for which the cross tab displays values − Add table headers or footers
  • 56. 56 Together. Free your energies Setting page layout for tables  You can set the page layout for each page in a Interactive Analysis report. You can do the following: − Start each table on a new report page − Avoid page breaks on a table − Repeat table headers or footers on report pages
  • 57. 57 Together. Free your energies Avoiding duplicate row aggregation  Interactive Analysis automatically aggregates any rows that display the same set of dimensions. This is because by default the measure object property is set as “Sum”. Below example shows a table that displays revenue by resort and quarter  If you remove resort from the table, Interactive Analysis displays the revenue column with a sum of all resorts for each quarter.  To avoid this,  In the Designer measure object property needs to be set as “None”.  In Interactive analysis check “Avoid duplicate row aggregation” property.
  • 58. 58 Together. Free your energies Adding Page Header and Footer  Page Header and Footer are used to provide some specific type of information like: − Company Name, Logo and last refresh date − Company copyright information and Page number information − Image can be added by adding a Blank cell from Report element. − A footer normally have the copyright message and Page number information
  • 59. 59 Together. Free your energies Adding Images  You can insert Image as a skin or image as a background into the following parts of a report − In the report area − In the report header or footer area − In a section area − In a table − In a table cell (s) − As a Blank cell  Including image using Blank cell is a very common practice  Image as a skin gets automatically adjusted to fit in available space. It needs to be available on Server.  While using Image from URL option, type the file name of the image. (Interactive Analysis inserts the HTML tag boimg:// before the file name and links to the image file on a corporate web server). Image needs to be available on Server.  Image from file option allows local image file to be used in a report.
  • 60. 60 Together. Free your energies Working with Formulae and Functions  Formulae allow to have custom calculations beside base objects  Formula gets re-calculated when the user refreshes the report  Formulae can be used to create new variables. − =[Margin] / [Quantity sold] can be used as Margin per Unit  Functions are pre-defined formulae. − Example: Sum(Sales Revenue) Open formula editor Create variable Clear changes Validate formula
  • 61. 61 Together. Free your energies Adding Formula  A formula can be added by using the Formula Editor to build the formula.
  • 62. 62 Together. Free your energies Creating Variables  Variable is nothing but a named formula  It can be re-used throughout the document  Variables can be used to build tables and charts  Variables cannot be used outside the document  Variable can be created by using a Variable Editor or by naming an existing formula.
  • 63. 63 Together. Free your energies Functions  A function is an operation that receives zero or more values as input and returns output based on those values.  For example, the Sum function totals all the values in a measure and outputs the result =Sum(Sales Revenue)  To use a function you need to know about: − It’s name − how many input values it requires (Input parameters) with data types − type of data that the function returns as output
  • 64. 64 Together. Free your energies Function Categories Category Description All All the functions for all the categories listed below in this table. Aggregate Aggregates data (for example sum or average) Character Manipulates character strings Date and Time Returns date or time related output Document Returns data about a document Data Provider Returns data about a document’s data provider Logical Returns TRUE or FALSE Numeric Returns numeric data Misc Functions that do not fit into the above categories
  • 65. 65 Together. Free your energies Working with Sections  Section: Section divide the data inside tables into groups based on the dimension on which section is created  A sections consists of SECTION CELL and SECTION itself. − The SECTION CELL is a free-standing cell that displays a value for a selected dimension for given section. − A SECTION can contain one or multiple tables, charts, or forms. The tables, charts and forms on a section only contain data that corresponds to the value in the section cell.
  • 66. 66 Together. Free your energies Creating Sections  Sections can be created by two ways, 1. Select column and click on Report Element -> Tool -> Set as section Or 2. Right click on dimension column in table block and click on Set as Section  You can create a report with one section and multiple sub-sections.
  • 67. 67 Together. Free your energies Working with Breaks  A break is a logical division in a table in which data is grouped according to a selected value into self-contained. These parts are represented as small tables.  Breaks automatically removes the repeating values and display data as a group.  Break also support sub breaks. Break has 2 main advantages: 1. You can more efficiently organize your data for presentation 2. You can display subtotals
  • 68. 68 Together. Free your energies Working with Crosstab  Crosstabs display values for dimensions across the top axis and on the left axis.  The body displays the values of a measure that correspond to the cross-section of the dimensions.  To create a crosstab you need to have: − Minimum two dimension objects and minimum 1 measure object − Select the column which has to be put on the top axis of the Crosstab. − Drag it near the header of the table, and drop the column when the message “Drop here to create a crosstab” is displayed. Note: Crosstab report does not display column headings
  • 69. 69 Together. Free your energies Rule  Conditional formatting enables you to highlight results or change formatting based on data.  You can apply conditional formatting to the following elements: − Columns in a vertical table − Rows in a horizontal table − Cells in forms and cross-tables − Section headers − Free-standing cells  You can define conditional formatting rules to activate the following formatting changes: − Text color, size and style − Cell border colors and style − Cell background display – specific colors, images, or hyperlinks to web pages
  • 70. 70 Together. Free your energies Sorting You can apply sorts to the values displayed in tables, sections and charts to organize the order in which values are displayed in a report. Following sort orders are available Default − Ascending numeric order for numeric data − Ascending chronological order for date − Chronological order for months − Alphabetical order for alphanumeric data Ascending When selected, results are arranged in ascending order: The smallest value at the top of the column moving to the highest value at the bottom. Descending When selected, results are arranged in descending order: The highest value at the top of the column moving to the smallest value at the bottom. Custom You define your own sort order.
  • 71. 71 Together. Free your energies Enhanced Copy Paste  Reuse report elements across documents (charts, tables, queries, variables)  Enhanced Ctrl+C, Ctrl+V and Drag & Drop  Complex formatting is maintained  Target document gets updated to include necessary query data and variables Lower TCO as complex report components do not have to be recreated in each document Replace “starting from scratch” workflows with a report part “templating” approach
  • 72. 72 Together. Free your energies Show/Hide Feature  Hide any of the following − Tables and charts − Sections − Free standing cells − Dimensions, details, variables − Row & columns  Comes with three options − Hide always − Hide if empty − Hide when… User define their condition from a formula  Focused on in-place workflows − Show content Show hidden elements from containing element − Hidden elements are grayed on report structure
  • 73. 73 Together. Free your energies Show/Hide Feature  Value for document designers − Increases report formatting capabilities while report design is eased • No longer necessary to shrink cells and change color… − Any formatting applies on hidden objects • Sorts, breaks, ranks… − Improves report readability • Improved data layout • Only required data is displayed  Objects are kept hidden when report element is modified − Drilling report element with hidden objects • Hidden levels are skipped − Inserting hidden object to report element • Unhides object
  • 74. 74 Together. Free your energies Summary  In this module we will learned about: − Various block types available − Understand Interactive Analysis Panels − How to Add Tables to Report − Available Formatting options for tables & Cells − How to Setup Page Layout for Tables − Importance of having Page Header and Footer − Adding Images as logos − Importance of Formulae, Variables & Functions − Difference between Sections & Breaks − How to create Crosstab report − How to set rule and sort − Understand extended copy paste functionality − Understand Show / Hide Feature
  • 75. 75 Together. Free your energies Lab Activity  Do Lab Activity 3.
  • 76. Business Objects Interactive Analysis - Basic Module 4: Working with Charts
  • 77. 77 Together. Free your energies Module Objective  In this module we will learn about: − What is Chart? − Types of Charts available under Interactive Analysis − Chart creation process − Removing an existing chart − Setting up chart formatting options
  • 78. 78 Together. Free your energies Introduction to Charts  Interactive Analysis offers standard chart formats to present data graphically.  Interactive Analysis supports following chart template − Bar / Column charts : good to show the Comparative analysis − Line charts: good to show trends or comparison over a period − Surface charts: good to show levels − Pie charts: good to show contributions − Radar, polar, and scatter charts: Special purpose charts − Other charts link MAP, Tag Cloud.
  • 79. 79 Together. Free your energies Bar / Column Chart  Bar / Column charts display data in bar form, either vertically or horizontally.  Bar / Column charts are useful if you want to compare similar groups of data;  for example one time period to another.  Types of Bar / Column Chart: − Bar Chart : • Bar Chart, • Stacked Bar Chart, • 100% Stacked Bar Chart − Column Chart : • Column Chart, • Column Chart with Dual Axis, • Column Chart and line Chart, • Stacked Column Chart, • 100% Stacked Column Chart, • 3D Column Chart
  • 80. 80 Together. Free your energies Surface and Line chart  Line charts connect specific data values with lines, either horizontally or vertically.  Line charts are useful if you want to show trends or changes in data over time.  Two Types of line chart are, − Line Chart − Line Chart with Dual Axis  Surface charts are line charts in which the area between the lines and axis are filled in. Surface charts are useful to emphasize the size of the total data in a report, as opposed to the changes in the data.  You can use more than one measure object on the Y- axis as long as the measures are of the same type and scale.
  • 81. 81 Together. Free your energies Pie chart  Pie charts display data as segments of a whole. Pie charts are useful to show how each part of report data contributes to the total.  You can only include one measure object in a pie chart. If you have several measures in your report, you should choose another chart type.  Types of pie charts: Pie Chart, Pie with Variable slice depth, Donut Chart
  • 82. 82 Together. Free your energies Point and Radar charts  In radar charts, the X- and Y-axis connect at the chart’s center. Radar charts are useful if you want to look at several different factors related to one item.  For example, you could use a radar chart to display revenue data for different services within a hotel. On one axis, you could display revenue for the rooms. On another you could display revenue for the restaurant, and so on.  Scatter charts are similar to line graphs, except that the data points are plotted without a line connecting them. Scatter charts are useful if you want to make a comparison between specific data points.  Types of Point charts: Scatter , Bubble, Polar scatter, Polar bubble
  • 83. 83 Together. Free your energies Creating chart  A report can have one or more charts  One can create a chart while building a new document or insert charts into an existing document.  To create a chart, you need to follow three steps: − Select a chart template based on requirement − Allocate dimensions and measures to the chart axes − View the results displayed on the chart
  • 84. 84 Together. Free your energies Turn To a chart  To change the table data into chart, right click on table and select Turn into option.  Select the chart template from predefined or select on more transformations.  Format the chart using Format chart as per the requirements.
  • 85. 85 Together. Free your energies Removing charts  Right-click the chart and click Delete  Drag it back to the Available objects pane
  • 86. 86 Together. Free your energies Formatting Chart: Global  A chart can be formatted based Global features like: − General • General formatting for size, Display, Orientation etc… − Area Display • Which area want to display in chart. − Data Values • Formatting about data value display. − Palette and Style • Formatting about look, color palette, Marker, Chart series style etc… − Other formatting for background , boarder and layout.
  • 87. 87 Together. Free your energies Formatting Chart: Title & Legend Formatting features respect to title of the graph like General, Layout, Text, Background and Borders Formatting features respect to Legends Design Formatting for spacing , orientation, text, background and border. Title Options like visibility, Layout, Text, Border and background
  • 88. 88 Together. Free your energies Formatting Chart: Axis  Category Axis for matting options as, − Design • Visibility , orientation, label display, color options and Text. − Title • Visibility, Title label type, Spacing, Text, Border and Background  Category Axis for matting options as, − Design • Visibility , stacking, Scaling, Layout, text and Number − Title • Visibility, Title label type, Spacing, Text, Border and Background
  • 89. 89 Together. Free your energies Summary  In this module we have learned about: − What is Chart and why charts are used. − Types of Charts available under Interactive Analysis − Chart creation process − How to Remove an existing chart − Various chart formatting options availability
  • 90. 90 Together. Free your energies Lab Activity  Do Lab Activity 4
  • 91. Business Objects Interactive Analysis - Basic Module 6: Analyzing Data
  • 92. 92 Together. Free your energies Module Objectives  In this module we will learn about: − Understanding the need of scope of Analysis − How to setup scope of Analysis − Drilling into the report − Drilling options such as Drill Down, Drill Up and Drill by − How to set preferences for Drilling − The Impact of scope of analysis on Performance.
  • 93. 93 Together. Free your energies Understanding Scope Of Analysis  The scope of analysis determines the number of levels the user can drill down on a hierarchy even if the lower levels are not selected by the user as part of the report. − Predefined – the scope of analysis is the same for each dimension in the report. • e.g.: if you set the scope of analysis at two levels, each dimension in the report will contain additional data two levels down. − Customized – you specify the dimensions in each class to which you want to be able to drill. Setting a custom scope of analysis reduces the length of time it takes Interactive Analysis to run the query or refresh the reports. Level Description None Only the objects that appear in the Results Objects pane are included in the query. One level down Two levels down Three levels down For each object in the Results pane, one, two, or three objects lower down the hierarchy tree are included in the query. The data from these objects is stored in the cube until you add them to the document. Custom All objects added manually to the Scope of analysis panel are included in the query.
  • 94. 94 Together. Free your energies Setting up scope of analysis  Scope of Analysis pane can be activated from edit query window. In Query view, click Show/Hide Scope of Analysis Pane button
  • 95. 95 Together. Free your energies Drilling into the Report  Drilling down is the process of analyzing the data from summarized level to detailed level. Drill up moves in the reverse order  It enables the user to analyze the data from different dimensions and different level of details  Drilling happens based on the default hierarchy or objects defined in scope of analysis pane  In case the scope of analysis entries are missing, then every drill request results in fresh query writing and its execution. This slows down the process of analysis  Drilling can happen on: − The same report − The duplicate report  Drilling preferences can be set by the user.
  • 96. 96 Together. Free your energies Drill Down, Drill Up & Drill By  There are three drill options available 1. Drill down − Enables you to go down to lower levels of detail within an existing hierarchy 1. Drill up − Enables you to go up to higher levels, only after you drilled down initially. 1. Drill by − Drill by is used to explore data by other dimensions that exist in the document but that are not currently displayed in the report
  • 97. 97 Together. Free your energies Drill down Report  Below mentioned output will show the drilled down output. The output shows drilling is happening on the same report.
  • 98. 98 Together. Free your energies Understanding Performance Issues  Including scope of analysis will slow down report generation or refresh process.  Multiple levels for scope of analysis in a document increases the document size significantly.  This is because the data necessary for the defined scope is saved with the document, even though it is not visible in the reports.  In order to minimize the size of documents and optimize performance, its recommend to only include a scope of analysis in documents where you are certain that users will need to drill.
  • 99. 99 Together. Free your energies Summary  In this module we will learned about: − The need of scope of Analysis and how to set the scope of Analysis − The process of drilling into the report − Various drilling options such as Drill Down, Drill Up and Drill by − Significance of setting preferences for Drilling − The Impact of scope of analysis on Performance.
  • 100. 100 Together. Free your energies Lab Activity  Do Lab activity 5