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Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
Mod 12 sharing_documents[1]
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Mod 12 sharing_documents[1]

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Sharing Documents

Sharing Documents

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  • Sharing the information
    You can quickly and easily share the documents you have created with other users in your company, either by sending them directly to selected individuals or groups, or by publishing them as corporate documents. When you distribute documents in these different ways, you use the BUSINESS OBJECTS repository. The repository stores the documents you send so that other users can retrieve and view them. It also stores information about the documents it stores, such as name of sender, date and time, and also which users in the company have the right to retrieve and view a document.
  • “Enterprise reporting allows you to share reports with users throughout our organization.
  • The repository is where documents are stored. Again a document may contain several reports shown as tabs.
  • The repository is where documents are stored. Again a document may contain several reports shown as tabs.
  • The repository is where documents are stored. Again a document may contain several reports shown as tabs.
  • Exporting data from BOA enables you to use it in other applications. All you have to do is save the result of a data provider in a format that is recognized by the application you want to use.
    You can export data from BOA to the following formats:
    Text format.
    You can open the text file in many different applications, and on platforms other than Windows (Macintosh, OS/2 or UNIX, for example).
    Text format includes files with the .asc extension, which means that you can work with the exported data in BOA.
    Spreadsheet format (Microsoft Excel).
    When you view the exported data in the spreadsheet application, each value appears in a separate cell.
  • Exporting data from BOA enables you to use it in other applications. All you have to do is save the result of a data provider in a format that is recognized by the application you want to use.
    You can export data from BOA to the following formats:
    Text format.
    You can open the text file in many different applications, and on platforms other than Windows (Macintosh, OS/2 or UNIX, for example).
    Text format includes files with the .asc extension, which means that you can work with the exported data in BOA.
    Spreadsheet format (Microsoft Excel).
    When you view the exported data in the spreadsheet application, each value appears in a separate cell.
  • Export data to Microsoft Excel format
    1 On the Data menu, click View Data.
    The Data Manager appears.
    2 In Data Providers box, click the data provider you want to export.
    3 Click Export.
    The Export to External Format dialog box appears. By default, the settings from the last data export are active.
    4 Click Export to Local File Format, then type the path to the folder where you want to save the file.
    6 In the Format list box, select Microsoft Excel Worksheet (.xls).
    7 Check Delete Spaces if you want to delete the spaces before and after the delimiters, then click OK.
    Note: You can also click Browse to select the folder in which you want to save the file. In the dialog box that appears, you can also enter the file name and type.
  • Export data to a text file
    1 On the Data menu, click View Data. The Data Manager appears.
    2 In Data Providers box, click the data provider you want to export.
    3 Click Export. The Export to External Format dialog box appears. By default, the settings from the last data export are active.
    4 Type the name of the file, and in the Format list box, select Text (.asc; .prn; .txt; .csv).
    If you want to use the data in BOA you must use the .asc extension. Click for more information on these file extensions.
    5 Click Export to Local File Format, then type the path to the folder where you want to save the file.
    6 In the Delimiter list box, select the way you want to separate the columns of data (Tabulation, Space or Character). For Character, you must also type the character you want.
    7 Check Delete Spaces if you want to delete the spaces before and after the delimiters, then click OK.
    Note You can click Browse to select the folder in which you want to save the file. In the dialog box that appears, you can also enter the file name and type.
    Warning If you click All (*.*) in the Format list box, you can type any extension you like. Then, you can use Tabulation, Space or Character as your delimiter. If you use an extension or separator that is not recognized by the target application, you will not be able to use the data in the application.
  • Transcript

    • 1. Sharing Documents Module 12 Modified, with permission, from Business Objects S.A. - Introduction to Reporting 1
    • 2. Sharing Documents BOA Databases Modified, with permission, from Business Objects S.A. - Introduction to Reporting 2
    • 3. Ways to Share Documents / Reports • Send to users • Publishing in the Repository • Export as .txt / .xls • Convert to HTML / txt • Save as a .PDF file Modified, with permission, from Business Objects S.A. - Introduction to Reporting 3
    • 4. When you send documents:  They go to named users and do not remain on the repository once all the recipients have retrieved them.  This is ideal for communicating information to individuals rather than to groups of users. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 4
    • 5. Sending a Document Group User Modified, with permission, from Business Objects S.A. - Introduction to Reporting 5
    • 6. Sending a Document (cont.) Adding the Document Report-Three.rep Modified, with permission, from Business Objects S.A. - Introduction to Reporting 6
    • 7. Published Documents    Remain on the repository until the BOA supervisor removes them. Ideal for communicating information within a Region. Good for running common reports. Just need to refresh data. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 7
    • 8. Publishing a Document Modified, with permission, from Business Objects S.A. - Introduction to Reporting 8
    • 9. Retrieving Documents  You can retrieve documents that have been:  Sent to you  Published in Region’s repository Modified, with permission, from Business Objects S.A. - Introduction to Reporting 9
    • 10. Retrieving Documents Sent to You Modified, with permission, from Business Objects S.A. - Introduction to Reporting 10
    • 11. Retrieving Published Documents Modified, with permission, from Business Objects S.A. - Introduction to Reporting 11
    • 12. Exporting data from BOA • You can share the data OR use it in other applications. • Just save the result of a data provider in a format recognized by selected application. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 12
    • 13. Exporting data from BOA • Export saves the raw data to a file. • User defined variables are not exported. • Save As - saves the data with formatting applied. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 13
    • 14. BOA data can be exported as: Text • You can import the text file to many different applications. Spreadsheet • When you view this exported data, each value appears in a separate cell. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 14
    • 15. Export data to Excel Keep in mind that the default location is on a Citrix server. You should change the save location to an appropriate drive. Otherwise you may not find the file. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 15
    • 16. Exporting Data Exportdata toto Excel Export data dBASE Text Export data Modified, with permission, from Business Objects S.A. - Introduction to Reporting 16
    • 17. SaveAs • Save as text • File…SaveAs…choose “Text” • Then from Excel, open the text file Modified, with permission, from Business Objects S.A. - Introduction to Reporting 17
    • 18. Sending Reports to non-BOA Users • Save your report in HTML format. Allows recipients to view them using their web browser. • You don’t have to send the entire BOA Document. You choose just the reports that are appropriate. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 18
    • 19. Sending Reports via HTML Select and open your document in the UserDocs folder Click File, Save As HTML Modified, with permission, from Business Objects S.A. - Introduction to Reporting 19
    • 20. Sending Reports via HTML (cont) Click the Select Reports option Make sure the All in one page button is selected Modified, with permission, from Business Objects S.A. - Introduction to Reporting 20
    • 21. Viewing the HTML File Use Explorer to find the HTML file in your UserDocs folder. To close, click File, Close in your browser. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 21
    • 22. Save As .PDF • Under File, Save As, select .pdf file. • Users can view report using Adobe Acrobat. • File will launch application when selected. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 22

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