Mod Xi 1 Getting Started With Business Objects Xi

Module 1 Getting Started with Business Objects XI Web Intelligence

Getting Started with Business Objects XI Web Intelligence Conventions Convention Used For Bold Dialog box entry information Small Caps (Verndana Font) Keyboard keys or menu pull down’s Courier Font Computer instructions or table and column names Forte Font Note heading Calibri Note text

Types of Users

Schedule Document

Local SME

Publish Documents

Explore Alternative Scenarios

Create Advanced Reports

View Reports

Create Basic Reports

Report Consumers Knowledge Worker Analyst/ Power User

User Category Type of User Information Needs and Privileges Viewers

Executives

Managers

Information is summarized and has been defined for them. Users have the ability to view static information online and/or print to a local printer. Casual Users

Managers

Supervisors

Casual users require the next level of detail from the information that is provided to viewers. In addition to the privileges of a viewer, casual users have the ability to refresh report information and the ability to enter desired information parameters for the purposes of performing high-level research and analysis. Functional Users

Managers

Supervisors

Analysts

Functional users need to perform detailed research and analysis, which requires access to transactional data. In addition to the privileges of a casual user, functional users have the ability to develop their own ad hoc queries and perform OLAP analysis. Super Users

Analysts

Super users have a strong understanding of both the business and technology to access and analyze data. They have full privileges to explore and analyze the data with the BI applications available to them.

Summary of users by category and the corresponding information access strategies

Logging in to Business Objects Info View Your Password You have 3 attempts to log in correctly. !

The InfoView Panels Restore the Workspace panel to its previous state Restore the Header panel Maximize the Workspace panel Go back to the last workspace panel The info View portal consists of three panels . The Header panel at the top of your screen is your main menu. This panel remains regardless if you are interacting with a document, changing portal options, or creating a new query. You can hide the Header panel by clicking the upward arrow from within the Workspace panel. Your may want to hide the Header panel when you are working with a tall report and need a larger screen workspace. if you hide the header panel, a downward arrow appears with in the Workspace panel. Click this arrow to have the header panel restored.

Navigation Panel The Navigation panel on the left-hand side of the screen provides a list of documents within the repository that you can navigate by selecting folders or categories. you can hide the Navigation panel by clicking the left pointing arrow or by clicking the show Navigation panel button from the header Panel toolbar. To restore the list of folders or categories, use the Show Navigation Panel button from the Header Panel Toolbar . The Workspace panel changes depending upon the content you have selected, usually a list of reports or an individual document. We recommend you customize this workspace to display your own reports, or My Info View. The Info View Panels The Header Panel The header panel acts as your main menu within Info View .

The Navigation panel Help you locate individual documents through folders or categories. Folders and categories provide a way of organizing documents and BI content. Folders provide the physical storage location of a file as well as a means to navigate content. Categories provide navigation only. A document must be stored in a folder; it does not have to be assigned a category. A key feature of categories Is that one document can be assigned to multiple categories, making it easier to cross-reference documents, whereas within folders, a document can reside in only one folder. The slide above shows the default view of a user folder and public folders. The Info View Panels

To change the navigation panel to display categories, click the Show Categories button from the navigation panel. When you first log in to Info View, you will see either the Top-level folders (as shown) or the top-level categories, depending on you preferences. For folders, this is My Folders and Public Folders. For categories, this is My categories and Corporate Categories. To expand the folders, click the + sign next tot the folder or category. My Folders contains two standard folders: Favorites and Inbox. Documents in your Inbox are reports that other users have sent directly to you via the Enterprise repository. Documents in Favorites are documents that you create or modify that you do not wish to share with others users. The Info View Panels

WorkSpace panel Hide navigation panel Header panel Navigation panel Show Navigation panel The Info View Panels

Header Panel Buttons and Menu Options Button or Option Name Function Home Returns you to your starting Info View Show/Hide Navigation Toggles to display the list of folders or categories Show/Hide Encyclopedia The Encyclopedia contains information about individual documents and provides guided analysis New Drop-down menu allows you to create New Web Intelligence documents, Processes, folders and so on. Refresh Refreshes the Workspace panel to update the list of reports since initially logging in. If an administrator changed your security settings or if another user publishes a new report, use Refresh to see these changes. Send Drop-down menu to send documents to other users via repository in-boxes,e0mail, or FTP. My Info View Customizes the Workspace panel to display multiple reports, Search Title Drop-down menu to search for documents by title, author, date, folder, etc.

Header Panel Buttons and Menu Options Button or Option Name Function Execute The Search After entering the search option, click this arrow to perform the search. Preferences Set Info View Preferences. Logoff Log out of Info View Help Launch Contextual Help

Navigation Panel Buttons Button or Option Name Function Show Folders Display content organized by folders. Show Categories Display content organized by categories that can optionally be assigned to each document. Refresh Refresh the list of available folders and reports. When your access permissions change or new content has been saved. Refresh the list to see the new items. Properties Display the folder name and description. Move Move the folder and its contents. Copy Copy the folder and its contents. Delete Delete the folder and its contents./

Accessing Documents To see the contents of a folder, click the folder name within the Navigation panel. Here you can Organize your document list to quickly find relevant information . Hide actions and description Sort by title Filter by document type

Filtering The List of Documents To filter for one document type , select the Filter drop-down

Organizing Documents From within the workspace panel, you can copy or move documents to other folders. Why?

Use a document as a starting point but then modify it to add your Own sorts, filters, and calculations. Then, saving this work in your Personnel folder.

Provide access quickly to a document to another user that does not have access to the same folder. You can copy a document to a folder that the second user can access.

Create a shortcut to a document as a way of simplifying your navigation, so all your imported content can be found in one starting location.

Organizing Documents About Shortcuts InfoView shortcuts work much the same way as Microsoft Office shortcuts: they act as pointers to the original document. In this way, shortcuts may make your navigation to reports simpler, but they do not allow you to make changes to the report (unless you are the report owner )

Organizing Documents About Shortcuts

InfoView Preferences Preferences

InfoView Preferences General tab Within the General page of the InfoView preferences, you set the defaults for your starting page, behavior when you open and close a document, how the list of documents appears, and so on.

General Tab (Continued) InfoView Preferences

Document Options From within the InfoView preferences page, you can set the view options for each of the different documents formats that you may access via InfoView and that your orgnaization has licensed

Web Intelligence Options To ensure you have the most power and ease of use when viewing Web Intelligence documents, set your default viewing format to interactive. Select a View Format

Web Intelligence Options Web Intelligence offers different report panels for authoring queries. The naming of this section of options and the panels is not obvious. The Query – HTML option does not in fact represent a report panel; it chooses a query panel so that when you choose to modify a document or choose Edit Query, you modify the query only, not the formatting. The Query – HTML panel requires no additional software. Plug-ins, or applets. It is a zero-footprint authoring environment recommended when report are authored across firewalls or via slow dial-up. Use the Query – HTML panel in conjunction with the Interactive viewer to do your formatting in the viewer. Report panel

Web Intelligence Options The second report panel option, Java Report Panel, will download a Java applet the first time you launch it. It provides the richest Web-base authoring and report formatting capabilities. If you use the Interactive viewer, you also can choose the HTML Query panel as your default editor. In this way, you do all analysis and formatting via a zero-footprint query editor. Report panel

Web Intelligence Options The third report panel, HTML Report panel, has both query design and report layout option. It uses a wizard-like interface to guide you through the query and report design process. It lacks some of the capabilities in the Java Report panel. For example, the HTML Report panel allows only one block style within a report; it does not allow you to have a crosstab and pie chart on the same page. When the HTML Report panel is set as your default editor and you attempt to modify a report that is too complex for it, you will receive an error. The Query – HTML (first option) panel is still zero-footprint but can edit these more complex layouts. Report panel

Web Intelligence Options For drill options, you determine if you want Web Intelligence to make a copy of the report when you begin drilling or if the drill should occur in the same report page. Note that this refers to a report within one Web Intelligence document (.wid file) and does not make a duplicate file. We recommend you set this option to drill on a duplicate report copy, mainly as a way of preserving formatting and the initial view point. General Drill

Web Intelligence Options A Web Intelligence document can contain multiple blocks, for example, a chart and a crosstab. If you want a drill within a chart to be synchronized by the same drill within the corresponding crosstab, set the option Synchronize Drill On Report Blocks. General Drill

Web Intelligence Options The following examples show how each option affects a report as you drill down on a table to analyze detailed results per service line. In the first example, Synchronize drill on report blocks is selected, so both the table and the chart display the drilled values:

Web Intelligence Options In the second example, Synchronize drill on report blocks is not selected, so only the table displays the drilled values:

If you want Web Intelligence to hide the Drill toolbar when you switch to drill mode, then select Hide drill toolbar .

When you start drill mode, the Drill toolbar automatically appears at the top of the drilled report. The toolbar displays the value(s) on which you drilled. These values filter the results that are displayed on the drilled report. For example, if you drill on year 2001, the results that are displayed on the drilled table are the Q1, Q2, Q3, and Q4 for year 2001. This means that the quarterly values to which you drilled to are filtered by 2001.

The Drill toolbar displays "2001", the value

that filters the drilled results.

Web Intelligence Options General Drill

The Drill toolbar allows you to select other

values to filter the results differently. For

example, if you use the Drill toolbar to select “2002", then the results that are displayed on the drilled table will be Q1, Q2, Q3, and Q4

for year 2002. If the drilled report includes

dimensions from multiple queries, a tooltip

appears when you rest your cursor on the value that is displayed on the filter. The tooltip displays the name of the query and the dimension for the value. You can choose to hide the Drill toolbar when you start drill mode. This is useful if you do not want to select filters during your drill session

Web Intelligence Options General Drill

When you schedule a Web Intelligence document to run you can choose the output format to be Excel. If you want the scheduled spreadsheet to preserve formatting, set the preference Prioritize The Format Of Reports In The Excel Document. If you want the scheduled output to contain data in text format, choose Prioritize Easy Data Processing In The Excel Document. Note This setting applies only to scheduled reports and does not relate to reports exported while viewing the document. Web Intelligence Options Select MIS Excel Format

Web Intelligence Options The next two settings regarding locales relate to one another. The format locale corresponds to regional settings that affect how dates and numbers are formatted in the reports display, document filters and query lists of values. For example, in Switzerland, a date is specified as DD.MM.YY and the separator for thousands is an apostrophe. In the U.S., dates are written as MM/DD/YY and a comma is used as the separator for thousands. The same Report displays differently when the format local is set to English (U.S.) and the option Use My formatting Local To Format The Data is set. If the option Use The Document Locale To Format The Data is set, then the report stays in the Swiss German format, as that is the locale that was used by the report author .

Web Intelligence Options You can specify a universe to be used as the default data source for your Web Intelligence documents In the "Select a default Universe" area, click Browse , and choose one of the following options: If you want to select a default universe for Web Intelligence to use when you create documents, then select a universe from the list. If you do not want to set a default universe, then choose No default universe. Click OK Select default Universe

Web Intelligence Options Password Changes You can change the password that you use to log on to InfoView.

My InfoView Dashboard My InfoView is a dashboard or portal page that allows you to display the documents or websites you most frequently access. Once you have customized My InfoView, you can set this as your starting page when you login or you can navigate to it by selecting MY InfoView from the header panel. Within the dashboard, you can maximize the frame so that it appears full screen within the workspace panel. Alternatively, you can open the document in a new browser session by clicking the appropriate button within the individual frame .

My InfoView Dashboard Open in New Window Maximize Footer Desktop Intelligence Report Web Intelligence Report Web Site

My InfoView Dashboard To create a dashboard page, you first define how many items you want to appear on My InfoView, and then you specify what content should appear in each frame.

From the Header panel, choose MY InfoView , or when you first log in, you can choose personalize InfoView now.

InfoView displays a set of templates, or boxes that indicate how many frames you will use. In this example, there are two frames

Once you select the template, you specify the content for each frame. Click Define Content within the frame

You can either enter a website address or select a report.

Choose the number of Frames

My InfoView Dashboard 5. As shown earlier, each frame can have its own caption on the Header or Footer. By default, this is the document name 6. The borders indicate if you want a clear box drawn around each frame. 7. Click OK to close the Dashboard Properties dialog. 8. Define the content for the next frame. 9. Click Save in the upper-right corner to save your definitions. The dashboard is saved to your favorites folder. To navigate to it at any time, click MY InfoView from the Header Panel.