This document outlines 26 activities for learning Web Intelligence reporting. The activities cover skills like creating documents and queries, applying filters and prompts, formatting tables and charts, using calculations and breaks, and designing effective report layouts. The step-by-step instructions guide users through building sample reports to practice each technique.
SAP BPC Consolidation (end to-end) Solutions Demo Jothi Periasamy
• SAP BPC NW Consolidation
• Consolidation on Inter Company Transaction
• Consolidation on Inter Investments
• IC Matching
• IC Booking
• IC Eliminations
• Ownership
• Equity
• Minority Interest
SAP BPC Consolidation (end to-end) Solutions Demo Jothi Periasamy
• SAP BPC NW Consolidation
• Consolidation on Inter Company Transaction
• Consolidation on Inter Investments
• IC Matching
• IC Booking
• IC Eliminations
• Ownership
• Equity
• Minority Interest
To understand following features:
OPM Inventory conversion.
Material traceability: Enhanced material control
Dual UOM functionality.
Material Status control.
Advanced Lot control.
Lot indivisibility functionality.
Material aging workflow.
Automatic Vendor payment advice notes by email with attachment when a payment is made via APP (Automatic payment program by using T-code F110 and email a sap script form as a PDF attachment along with the mail body in the desired language.
Oracle provides the Smart Form functionality to streamline the Requisition process. The Smart Form is used in together with user-defined Information Templates.
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Make your Google Search Console Data more useful with Power BI
Here is a simple step by step guide to taking the daily GSC data, smoothing it into weekly summary data and presenting a nice clean report to show progress without all of the noise that the daily data shows
https://www.selectdistinct.co.uk/2024/03/01/using-google-search-console-data-in-power-bi/
#SEO #DataAnalytics #PowerBI #GSC
To understand following features:
OPM Inventory conversion.
Material traceability: Enhanced material control
Dual UOM functionality.
Material Status control.
Advanced Lot control.
Lot indivisibility functionality.
Material aging workflow.
Automatic Vendor payment advice notes by email with attachment when a payment is made via APP (Automatic payment program by using T-code F110 and email a sap script form as a PDF attachment along with the mail body in the desired language.
Oracle provides the Smart Form functionality to streamline the Requisition process. The Smart Form is used in together with user-defined Information Templates.
In this presentation we will discuss the business requirements for Smart Forms and Information Templates, and their role in streamlining the Requisition process. We will go into the detailed configurations and take some real-live examples of Smart Forms from past projects.
Make your Google Search Console Data more useful with Power BI
Here is a simple step by step guide to taking the daily GSC data, smoothing it into weekly summary data and presenting a nice clean report to show progress without all of the noise that the daily data shows
https://www.selectdistinct.co.uk/2024/03/01/using-google-search-console-data-in-power-bi/
#SEO #DataAnalytics #PowerBI #GSC
A Skills Approach Excel 2016 Chapter 8 Exploring Advanced D.docxdaniahendric
A Skills Approach: Excel 2016 Chapter 8: Exploring Advanced Data Analysis
1 | Page Skill Review 8.1 Last Updated 4/4/18
Skill Review 8.1
In this project, you will analyze sales data using consolidation, subtotals, outlines, conditional formatting,
advanced filters, PivotTables, and PivotCharts.
Skills needed to complete this project:
• Using Consolidate to Create Subtotals
• Sorting Data on Multiple Criteria
• Adding Subtotals
• Creating an Outline
• Creating New Conditional Formatting Rules
• Filtering and Sorting Using Cell Attributes
• Managing Conditional Formatting Rules
• Using Advanced Filter
• Refreshing Data in a PivotTable
• Adding a Calculated Field to a PivotTable
• Changing the Look of a PivotTable
• Filtering PivotTable Data
• Filtering Data in a PivotChart
• Changing the Look of a PivotChart
This image appears when a project instruction has changed to accommodate an update to
Microsoft Office 365. If the instruction does not match your version of Office, try using the alternate instruction
instead.
1. Open the start file EX2016-SkillReview-8-1. The file will be renamed automatically to include your name.
Change the project file name if directed to do so by your instructor, and save it.
2. If the workbook opens in Protected View, click the Enable Editing button in the Message Bar at the top
of the workbook so you can modify the workbook.
3. Use consolidate to create a summary of the sales data by region. The summary will be located on the
Analysis worksheet.
a. Go to the Analysis worksheet, and select cell A2.
b. On the Data tab, in the Data Tools group, click the Consolidate button.
c. Verify that Sum is selected in the Function box.
d. If there are any references in the All references box, click each and then click the [Delete] button to
remove them.
e. Click in the Reference box, and then click the Sales Data worksheet tab. Click and drag to select cells
C3:E67.
f. Click both the Top row and Left column check boxes.
g. Click OK.
h. On the Analysis worksheet, delete cells B2:B10, allowing the other cells to shift left.
Step 1
Download
start file
A Skills Approach: Excel 2016 Chapter 8: Exploring Advanced Data Analysis
2 | Page Skill Review 8.1 Last Updated 4/4/18
4. Sort the sales data alphabetically by region and then by last name.
a. Go to the Sales Data worksheet, and click any cell in the data set.
b. On the Data tab, in the Sort & Filter group, click the Sort button.
c. In the Sort dialog, expand the Sort by list, and select Region.
d. Click the Add Level button.
e. Expand the Then by list, and select Last Name.
f. Click OK.
5. Add subtotals to the data to calculate the total commission earned for each sales associate.
a. On the Data tab, in the Outline group, click the Subtotal button.
b. Expand the At each change in list, and select Last Name.
c. Verify that Sum is selected in the Use function box.
d. Verify th ...
MANAGEMENT OF DATABASE INFORMATION SYSTEM
Quering database
Queries are the fastest way to search for information in a database. A query is a database feature that enables the user to display records as well to perform calculations on fields from one or multiple tables.
You can analyze a table or tables by using:-
1. Select query or
2. An action query
Action query:-These are queries that are used to make changes in many records at once. They are mostly used to delete, update, add a group of records from one table to another, or create a new table from another table.
Types of action query in Microsoft Access are:-
1. Update-update data in a table.
2. Append query-add data in a table from one or more tables.
3. Make table Query-Creates a new table from a dynaset
4. Delete query-Delete specified records from one or more tables.
Select query
Is a type of query used for searching and analyzing data in one or more tables. It lets the user specify the search criteria and the records that meet those criteria displayed in a dynaset or analyzed depending on the user requirement.
Creating a selected query
1. Ensure that the database you want to create a query for is open
2. Click the query tab, then new
3. In the new query dialog box, choose either to create a query from in Designing view or using Wizard
4. To design from scratch, click design view. The show table dialo
COM 3135 Proposal AssignmentMANAGERIAL PROPOSAL INSTRUCTI.docxmccormicknadine86
COM 3135: Proposal Assignment
MANAGERIAL PROPOSAL INSTRUCTIONS
Learning outcomes
- Employ Toulmin's CDW model to craft a persuasive message to internal
stakeholders
- Construct a clear, convincing and impactful written managerial message
Deliverables
1. A written proposal: Write a persuasive proposal to the school dean and top
management, as an email message or an email attachment. You need to convince
the readership that a problem exists and that your solution will work.
2. An analysis of the argumentation: Write an explanation of how you have utilized
Toulmin’s CDW model (Roger’s article: ‘Building a case and arguing with
sophistication’)
Situation
- FIU has been undergoing huge changes recently and management is keen to receive
feedback from all stakeholders - faculty, staff, students - on how operations at the
FIU could be further improved.
- You are part of a student working group that has been formed to assess the present
situation in the school and propose ways in which FIU processes could be
enhanced.
- In other words, you need to identify an operational problem and develop a
workable solution to the problem. You can select a pressing issue that you would
like to have addressed.
- Examples of areas in which you might develop proposals:
1. FIU branding study abroad
2. Food services
3. Registration procedures
4. Library services
5. Sports facilities
6. Cooperation with businesses
7. Organization of studies
8. Housing
�1
https://owl.purdue.edu/owl/general_writing/academic_writing/historical_perspectives_on_argumentation/toulmin_argument.html
COM 3135: Proposal Assignment
Plan and write a proposal for action/change.
You will need to:
1. state (and summarize) the problem
2. identify explicitly the outcomes and benefits of your proposal
3. provide a convincing recommendation with supporting evidence which shows that
your recommendation is feasible
Request action
- Use Toulmin’s Claim-Data-Warrant communication model and the persuasive writing
guidelines.
- You will also need to pay attention to effective managerial writing.
- Properly format your proposal. Include a cover page.
�2
https://owl.purdue.edu/owl/subject_specific_writing/writing_in_engineering/indot_workshop_resources_for_engineers/documents/20080628094326_727.pdf
InstructionsExcel Skills | Exercises | Pivot Tableswww.excel-skills.comInstructionsVersions: Excel 2010 & Excel 2007Our practical Excel exercises are much more than just exercises! We design our exercises in such a way that they provide the user with a mapping of the Excel features that can be used in order to complete the appropriate task in the most efficient manner possible. We also reference each step in each exercise to the appropriate tutorial that needs to be studied in order to be able to complete the step.The solutions to our comprehensive exercises are only available to customers who have purchased either a full or training ...
Magento 2 Analytics extension developed by Exto.io is a completely free solution for ecommerce stores. It gathers statistics, provides it in accessible manner, and helps to make data-driven marketing decisions.
Smart Magento analytics dashboards provide quick overview of sales, abandoned carts, orders, average order value, number of signups, and more.
Magento reports "By Attribute" and "By Product" allow to analyze specific dimensions in a separate view, figure out low and top performing products, find which product characteristics increase or reduce the amount of purchases, or compare any time periods against each other.
Learn more: https://exto.io/magento-2-extensions/analytics-for-magento-2
Building Modern Data Platform with Microsoft AzureDmitry Anoshin
This presentation will cover Cloud history and Microsoft Azure Data Analytics capabilities. Moreover, it has a real-world example of DW modernization. Finally, we will check the alternative solution on Azure using Snowflake and Matillion ETL.
This presentation about Data Warehouse modernization and extending it to the modern data platform by adding Big Data solution using EMR and Spark and streaming data with Kinesis Firehose. In addition, it will cover the use case of complimentory data lake for data warehouse. Moreover, this presentation include ETL tool selection process and ML consideration.
This presentation was part of Mentoring program for HighTechU at CS Department of University of Victoria. This slides should help future engineers to understand value of data and help them think about data from beginning of any codding job.
Enterprise Data World 2018 - Building Cloud Self-Service Analytical SolutionDmitry Anoshin
This session will cover building the modern Data Warehouse by migration from the traditional DW platform into the cloud, using Amazon Redshift and Cloud ETL Matillion in order to provide Self-Service BI for the business audience. This topic will cover the technical migration path of DW with PL/SQL ETL to the Amazon Redshift via Matillion ETL, with a detailed comparison of modern ETL tools. Moreover, this talk will be focusing on working backward through the process, i.e. starting from the business audience and their needs that drive changes in the old DW. Finally, this talk will cover the idea of self-service BI, and the author will share a step-by-step plan for building an efficient self-service environment using modern BI platform Tableau.
AWS User Group: Building Cloud Analytics Solution with AWSDmitry Anoshin
Abebooks is one of Amazon Subsidiary and it treats data as an asset. It always looks the way to improve existing analytics solution and extract information from terabytes of data.
One of the recent initiatives was the migration from legacy DW platform to the AWS Redshift. During this journey, our data engineers met lots of challenges and sometimes tried to reinvent the wheel.
This talk will cover Abebooks journey towards Cloud DW. Moreover, we will cover the ETL tool selection process for the Cloud as well as the adoption process for the end users. This talk will help you understand the potential of the modern cloud DW and learn about our use case and save time for the future projects.
Honest Reviews of Tim Han LMA Course Program.pptxtimhan337
Personal development courses are widely available today, with each one promising life-changing outcomes. Tim Han’s Life Mastery Achievers (LMA) Course has drawn a lot of interest. In addition to offering my frank assessment of Success Insider’s LMA Course, this piece examines the course’s effects via a variety of Tim Han LMA course reviews and Success Insider comments.
The Roman Empire A Historical Colossus.pdfkaushalkr1407
The Roman Empire, a vast and enduring power, stands as one of history's most remarkable civilizations, leaving an indelible imprint on the world. It emerged from the Roman Republic, transitioning into an imperial powerhouse under the leadership of Augustus Caesar in 27 BCE. This transformation marked the beginning of an era defined by unprecedented territorial expansion, architectural marvels, and profound cultural influence.
The empire's roots lie in the city of Rome, founded, according to legend, by Romulus in 753 BCE. Over centuries, Rome evolved from a small settlement to a formidable republic, characterized by a complex political system with elected officials and checks on power. However, internal strife, class conflicts, and military ambitions paved the way for the end of the Republic. Julius Caesar’s dictatorship and subsequent assassination in 44 BCE created a power vacuum, leading to a civil war. Octavian, later Augustus, emerged victorious, heralding the Roman Empire’s birth.
Under Augustus, the empire experienced the Pax Romana, a 200-year period of relative peace and stability. Augustus reformed the military, established efficient administrative systems, and initiated grand construction projects. The empire's borders expanded, encompassing territories from Britain to Egypt and from Spain to the Euphrates. Roman legions, renowned for their discipline and engineering prowess, secured and maintained these vast territories, building roads, fortifications, and cities that facilitated control and integration.
The Roman Empire’s society was hierarchical, with a rigid class system. At the top were the patricians, wealthy elites who held significant political power. Below them were the plebeians, free citizens with limited political influence, and the vast numbers of slaves who formed the backbone of the economy. The family unit was central, governed by the paterfamilias, the male head who held absolute authority.
Culturally, the Romans were eclectic, absorbing and adapting elements from the civilizations they encountered, particularly the Greeks. Roman art, literature, and philosophy reflected this synthesis, creating a rich cultural tapestry. Latin, the Roman language, became the lingua franca of the Western world, influencing numerous modern languages.
Roman architecture and engineering achievements were monumental. They perfected the arch, vault, and dome, constructing enduring structures like the Colosseum, Pantheon, and aqueducts. These engineering marvels not only showcased Roman ingenuity but also served practical purposes, from public entertainment to water supply.
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Read| The latest issue of The Challenger is here! We are thrilled to announce that our school paper has qualified for the NATIONAL SCHOOLS PRESS CONFERENCE (NSPC) 2024. Thank you for your unwavering support and trust. Dive into the stories that made us stand out!
2. 2
List of Activities
Contents
Activity w1: Creating a document.......................................................................................................................3
Activity w2: Restricting data ...............................................................................................................................5
Activity w3: Adding prompts...............................................................................................................................7
Activity w4: Restricting data with multiple filters...............................................................................................9
Activity w5: Designing Web Intelligence Reports.............................................................................................10
Activity w6: Formatting breaks and cross tabs.................................................................................................14
Activity w7: Enhancing the presentation of a report........................................................................................16
Activity w8: Tracking data changes...................................................................................................................18
Activity w9: Creating complex alerters.............................................................................................................20
Activity w10: Creating sections in a report.......................................................................................................23
Activity w11: Formatting and printing reports .................................................................................................25
Activity w12: Formatting charts........................................................................................................................29
Activity w13: Creating formulas and variables .................................................................................................32
Activity w14: Synchronizing data......................................................................................................................33
Activity w15: Analyzing data.............................................................................................................................35
Activity w16: Managing and sharing Web Intelligence documents..................................................................37
Activity w17: Combined queries.......................................................................................................................40
Activity w18: Using subqueries.........................................................................................................................42
Activity w19: Changing the data source ...........................................................................................................44
Activity w20: Calculation contexts....................................................................................................................48
Activity w21: Character and date string functions............................................................................................50
Activity w22: Grouping data .............................................................................................................................52
Activity w23: Modifying the calculation behavior ............................................................................................53
Activity w24: Displaying data restricted by a filter or ranking..........................................................................56
Activity w25: Creating hyperlinks in the Interactive panel...............................................................................58
3. 3
Activity w1: Creating a document
Objective
• Create a new document and retrieve data for the document by building and editing a query.
Instructions
1. Create a new document using the eFashion universe, showing Sales Revenue by State and
Store name.
2. Run the query to view your results.
3. Edit the document you just created to include a listing for Quantity sold by Year and Quarter.
4. View the SQL that will retrieve the data.
5. Run the query.
Your report should appear as shown below.
4. 4
6. Save the document as 1W Activity Create Document.
5. 5
Activity w2: Restricting data
Objective
• Apply filters to a query to limit the data returned by objects in a query.
Instructions
1. Create a new document with a report showing Sales Revenue by Year, Quarter and Store
name.
2. Create a query filter (in list) to show data for the store e-Fashion Texas.
3. Run the query to view your results.
4. Replace the filter to display figures only for e-Fashion New York Magnolia and e-Fashion
New Miami Sundance
You will need to change the filter operator. The Equal to operator can only return a single
value.
5. Run the query.
The top of your final report should appear as shown below.
7. 7
Activity w3: Adding prompts
Objective
• Limit the data returned by objects in a query by applying prompts to a filter.
Instructions
1. Create a new document showing Quantity sold by State, Store name, and Year.
2. Add a prompted filter to the query so that you are prompted to select the State each time
the query is run or the document is refreshed.
3. Run the query to view your results selecting Florida as the State.
4. Change the prompted filter parameters so that the document :
• Does not keep the last value selected shown in the table –
• Users can select more than one value
• The prompt is optional
5. Run the query without filters .
Notice that the query retrieves the data for all states. Your final report should look similar
to this.
9. 9
Activity w4: Restricting data with multiple filters
Objective
• Limit the data returned by objects in a query by applying multiple filters to the query.
Instructions
1. Create a new document showing Store name and Sales revenue where Margin is less than
$1,000,000. Do not use commas in the numerical notation when creating the filter.
Note: You don't have to include Margin in the Result Objects pane.
Your final report should look similar to this:
2. Edit the query and add a query filter to show store names with sales revenue more than
$4,000,000.
Note: Apply the appropriate operator (AND/OR) for retrieving the data that meets your
criteria.
Your final report should look similar to this:
3. Save the report as Activity Filters W4.
10. 10
Activity w5: Designing Web Intelligence Reports
Objective
• Improve the presentation of a report to make information easier to understand.
Instructions
1. Create a new document using the eFashion universe showing Year, Quarter, and Quantity
sold. Filter to see only results for Q1.
2. Duplicate the table and paste the copy to the right of the existing table.
3. Change the presentation (Report elements -> Turn into) of the second block to a Vertical Group Bar chart.
Your results should look like:
4. Select the chart, click the Properties tab, and check Yes next to the Legend zone in the
Appearance area. – Click right button on chart ->Assign Data
12. 12
5. To try a different presentation, drag and drop the Horizontal Stacked template, from the
Templates tab, Charts folder, Bar folder, over your chart.
Your results should look like:
13. 13
6. To turn the chart back into a table, right-click the chart and select Turn to. Select the Tables
tab and then select the Horizontal table tab, and click OK.
Your results should look like:
Quarter Q1 Q1 Q1
Year 1999 2000 2001
Quantity sold 18,136 21,135 22,537
7. From the Template tab, drag the Radar Line template into an empty spot on your report.
8. Click the Data tab of the Report Manager and drag the Year object over to Place dimension
objects here placeholder, at the bottom of the chart.
Note: Be careful not to position this object on the optional placeholder.
9. Drag the Quantity sold object to the Place measure objects here placeholder, in the lower
portion of the chart.
10.Refresh the report data.
Your results should look like:
11.Save the document as 5W Activity Tables & Charts.
14. 14
Activity w6: Formatting breaks and cross tabs
Objectives
• Create a cross tab
• Apply calculations and breaks
• Format the breaks
Instructions
1. Create a query using the eFashion universe showing Lines, Category, SKU desc, Sold at
(unit price), and Discount.
2. Build a query filter to display values only for the Lines: Leather and City Skirts
3. Run the query.
4. Apply a break on the Lines and Category columns.
5. Apply a Sum on the Sold at (unit price) (Analysis -> Function) column and an Average on the Discount
column.
6. On the break for the Lines column, set the options so:
• The break header shows.
• The break footer does not show.
• The Lines value centers across the other values in the table. – (Manage Breaks -> Duplicate Values -> Merge)
Please note that these changes cause the report to appear disorderly. You correct the
appearance with the changes you make in the next step.
7. On the break for the Category column, set the options so:
• The break header does not show.
• The break footer does not show.
• The Category value centers across the other values in the table - (Manage Breaks -> Duplicate Values ->
Merge)
15. 15
The report should look like this:
8. Save the report as 6W Activity Breaks and Cross Tabs.
16. 16
Activity w7: Enhancing the presentation of a report
Objective
• Use breaks, calculations, and sorts to organize the presentation of data in a report.
Instructions
1. Create a new document showing Quantity sold by State, Year and Quarter.
2. Apply a break on State and Year.
3. Add a sum and percentage to the Quantity sold column.
Your results should look like:
4. Filter the block to show only data for Colorado.
5. Create a duplicate of the table to the right of the existing table and filter it to show only data
for New York.
Your results should look like:
17. 17
6. Save the document as 7W Activity Presentation.
7. Close the document.
18. 18
Activity w8: Tracking data changes
Objectives
• Create and run a query with a query filter
• Activate data tracking and define the formatting to highlight data changes
• Modify the query filter and refresh the document to track the changes
Instructions
1. Create a query using the eFashion universe showing Year, Quarter, and Sales revenue.
2. Build a query filter to display values only for Q1 and Q2.
3. Run the query.
Your report should look like this:
4. Activate data tracking and choose to update the reference data with each refresh.
5. Define formatting to highlight insertions.
6. Return to the Query panel and add Q3 and Q4 to the query filter so all four quarters appear
in your document on the next refresh.
7. Refresh the document.
Your report should highlight the data for Q3 and Q4. The format for the new data depends
on your choice of formatting for the insertions. The following report is an example of the
changes that should appear highlighted:
19. 19
8. Save the report as 8W Activity Tracking Data Changes.
20. 20
Activity w9: Creating complex alerters
Objectives
• In this exercise, you are going to implement a range alert on the Quantity sold column.
• You want to highlight values in the Quantity sold column in the following way:
○ values under 15,000 items
○ values between 15,000 and 45,000 items
○ values over 45,000 items
Instructions
1. Create Universe State, Sales revenue, Quantity sold
1. Verify that the Alerters (Analysis -> Conditional -> New Rules) document is displayed.
2. Select the Quantity sold column.
3. Create a new alerter and name it Quantity Range.
4. Define the first alerter so that:
• Filtered object or cell = Quantity sold
• Operator = Less
• Operand = 15000
5. Add a sub-alerter to this alerter definition by clicking the Add button in the
bottom left corner of the Formating Rule Editor.
Note: To create a sub-alerter, follow the same procedure as creating your first alerter.
6. Define the sub-alerter and a condition on the sub-alerter according to the following
specifications.
Sub-alerter:
• Filtered object or cell = Quantity sold
• Operator = Greater than or equal to
• Operand = 15000
Condition on the sub-alerter:
• Filtered object or cell = Quantity sold
• Operator = Less than or equal to
• Operand = 45000
7. Add a third sub-alerter by clicking the Add Sub-Alerter button again.
8. Define the third sub-alerter so that:
• Filtered object or cell = Quantity sold
• Operator = Greater than
• Operand = 45000
The Alerter Editor should appear like this:
21. 21
9. Accept the default formatting so that when you apply the alerter, the values under 15,000
22. 22
will be red; values between 15,000 and 45,000 will be green; and values over 45,000 will be
blue.
Apply the new alerter, Quantity Range to the report.
The final report should appear like this:
10.Save the report as 9W Creating complex alerters
23. 23
Activity w10: Creating sections in a report
Objective
• Use sections to organize information in a report.
Instructions
1. Create a new document showing Quantity sold by State, Quarter, and Year.
2. Insert sections on both Year and Quarter.
3. Include a sum for Quantity sold for Year and Quarter.
4. Create an ascending sort on Quantity sold.
5. Position the sum of Quantity sold to display beside the Quarter section header.
Your results should look like:
6. Insert a Vertical Grouped bar chart using the State and Quantity sold objects.
7. Click View Results on the Reporting toolbar.
Your results should look like:
24. 24
10.Duplicate the table and turn it into a pie chart.
11. Save report 10W Creating sections in a report
25. 25
Activity w11: Formatting and printing reports
Objective
• In this Activity w you apply different formatting options to your report to structure your data
and present it in a clear and readable manner.
Instructions
1. Create a new document showing State, Year, Quarter, and Sales revenue.
2. Insert a section on Year and Quarter.
3. Insert a sum total for each Quarter and Year using white text on a blue background.
4. Insert a Vertical Group bar chart to show Sales revenue by State at the level of Quarter.
26. 26
5. Save the document as Activity Formatting Reports W11.
6. Insert another report in the same document showing Sales revenue by Year, Quarter, and
Month.
Note: You'll need to add Month to your data provider.
7. Insert a break on Year and Quarter.
8. Insert a sum on Sales revenue.
9. At the report level, change the margins to 100 px with a landscape page orientation.
10.At the table level, format the alternating rows to display in light yellow.
11.At the cell level, adjust the column widths of all columns. Display the Year value in bold red text with a
yellow background.
Your table should look similar to this:
27. 27
12.Insert another report in the same document showing Year, Quarter, Month, State, Store
name, and Sales revenue.
You need to add Store name to your data provider.
13.Click the Switch Page/Quick Display button to view how the report appears on a printed
or PDF page.
14.Insert a break on Year.
15.For the Year column, select the option Avoid page breaks in table.
You find this option on the Properties tab under Breaks, then Page layout.
16.Insert a section on State.
17.At the section level, select Start on new page for each state.
18.Select the option Repeat break value on every new page for Year.
19.Insert a break on Quarter and select the Avoid page breaks in table for Quarter.
The beginning of your report should look similar to this:
29. 29
Activity w12: Formatting charts
Objective
• Format a chart in a document.
Instructions
1. Create a new query with Quantity sold, State and Year.
2. Add a Query Filter to the State object for California, Colorado, and DC.
3. Run the query.
4. Drag the Vertical Grouped Bar chart template onto the document on top of the vertical
table.
5. Format the Vertical Grouped Bar chart as follows:
• Adjust the Width and Height of the chart.
• Display the legend (Years).
• Remove the axis names State (Category Axis -> Title) and Quantity sold (Volue axis -> Title).
6. Insert a new report and create a Vertical Stacked Area chart showing Quantity sold by
State and Year. Format the chart as follows:
• Adjust the Width and Height of the chart.
• Display the legend to the left of the chart.
• Remove the axis names State and Quantity sold.
• Show the chart grid.
• Show the chart data values in a Bold, dark blue, 10 point font size.
• Add a chart title of Area Chart. (Area Chart -> Format chart-> Global -> Measure Properties -> Region type >
Surfaces| Values Axis -> Design -> Stacking -> Stacked Chart| Format chart-> Global -> Palette and Style -> 3D
Look)
Your chart should look like the example below.
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7. Insert a new report and create a 3D Pie (Format chart-> Global –> Palette and style-> 3D Look) chart
showing Quantity Sold by Year. Format the
chart as follows:
• Adjust the Width and Height of the chart.
• Show the Quantity sold data values as percentages (Format chart-> Global –> Area display-> Data values).
• Create a background color of dark gray (Format chart-> Global –> Background) and Quantities sold (Format
chart-> Global –> Area display-> Data values) chart data in white.
Your chart should look like the example below.
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Activity w13: Creating formulas and variables
Objective
• Create a new document that includes a table, prompt, ratio formula, variable, and title cell
to display the results from the prompt.
Instructions
1. Create a new document showing Margin and Quantity sold by Product Lines.
2. Add a column to the table (Table layout -> Insert -> insert column on...)
3. In the new column, create a formula to display the ratio for Margin and Quantity Sold.
(Ratio = Margin/Quantity Sold)
4. Save the formula as a variable.
5. Format the column cell header to display Ratio (=NameOF([Ratio]).
6. Create a prompted query filter on State.
7. Insert a formula in the report title cell to show the State chosen from the prompt. Refresh
the document for DC. (="Data for"+":"+" "+[State])
8. Save the document as Activity Formulas.
9. Create a cell showing the name of your document in the report header.
10.Save the document again.
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Activity w14: Synchronizing data
Objective
• Create a new document and synchronize data from two different data providers.
Instructions
1. Create a new document using the eFashion universe.
2. Build a query that shows Sales revenue per State.
3. Run the query to view your results.
4. Data access tab ->Edit query
4. Add a new query to the document using the eStaff universe.
5. Build a query that shows the Quantity sold per State.
6. Run new query so that a new table is inserted in the existing report.
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7. Synchronize the data so that you can display both the Sales revenue and Quantity sold per State
in a single data block. (Data Access -> Data objects -> Merge)
7. Chose State from Q1 and State Q3
8. Drag and drop State and both Measures
Your table should look like:
9. Save your document as 14W Activity Synchronizing data.
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Activity w15: Analyzing data
Objective
• Create a drillable document by defining a scope of analysis in the report.
Instructions
1. Create a new document showing Lines and Sales revenue.
2. Define the Scope of Analysis using the Lines hierarchy to display the following levels:
Category, SKU desc and Color.
Note: When you set the scope of analysis level, select the Custom option and drag the objects you
want to include into the Scope of Analysis zone to create a custom scope.
3. Run the query to view your results.
Your report should look like the example below:
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Note: Activate drill mode to enable drill down.
4. Save the document as w15 Drilling.
5. Drill on the report to answer the following questions:
Which jacket category has the highest revenue?
List the SKU descriptions for the items under the Outdoor category.
Which color under the Canvas Jacket SKU has the highest sales revenue?
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Activity w16: Working with WI Reach client
Objectives
• Log onto BI launch pad
• View the documents that are available to you.
• Open an existing document.
• Create a new folder.
• Save the document as a personal document.
Instructions
1. Connect to RDS
2. Start -> All Programs -> SAP Business Intelligence -> Web Intelligence Rich Client
3. Log onto BI launch pad with the user name and password supplied by the instructor.
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4. Browse to the Activity Documents folder
5. View the documents in Public Folders that are available to this user.
5. Save any document to My Analysis folder
6. Schedule the document to refresh on open.
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7. Save the document you exported to your computer as a Microsoft Excel spreadsheet.
8. Log off from BI launch pad
9. Save as 16W Working with WI Reach client Activity
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Activity w17: Combined queries
Objective
• Using Web Intelligence, create a document by combining queries, using the
Union, Intersection or Minus functions.
Instructions
1. Open eFashion
2. Create a new report showing Lines, Category, State
.
3. Add filter by Store name
4. Add a combined query - > Union
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5.Add again 3 dimensions Lines, Category, State (!important: query1 = query2)
6.Add filter Store name
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7. Run query
8. Save the document as 17W: Combined queries
Activity w18: Using subqueries
Objective
• Create a subquery using the results of one query as the starting point for a second query.
Instructions
You have been asked by the Manager of the Colorado Springs store of the eFashion Group to
produce a report that lists product lines and their Margin, when the lines' Margin is higher
than that of the Sweaters line.
1. Using the eFashion universe, create a new document and build a query using Lines and
Margin.
2. Using the subquery technique, return those lines with a higher Margin than the Sweaters
line.
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3. You also need to display a title.
4. Save the document as 18W Using subqueries.
The report should look like this:
Working
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Activity w19: Changing the data source
Objective
• In this activity, you change the data source from the development universe (eFashion) to the
production universe (eStaff).
Instructions
1. From the course resources, open the report from exercise W18.
The report looks like this:
2. Change the data source to the eStaff universe and map the objects as appropriate.
Data Access ->Tools -> Change source
3. Specify a new data source (eStaff)
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Note:To achieve the desired results, remove one object from the query and map another object
to a corresponding object in the new universe that has a different name.
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4. Use prompts enter values (Mini city, Pants, Wet wear, Long Sleeve)
Result shoul look like this:
5.Save 19W Changing the data source
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Activity w20: Calculation contexts
Objective
• Use extended syntax to redefine the calculation context of measures in a Web Intelligence
document.
Instructions
1. Create a document that shows in a single block:
• Sales revenue for each eFashion store.
• Total sales revenue for all stores.
• Average revenue for all stores. (=Average([Sales revenue]) ForAll([Store name])
• Highlight those stores whose revenue was above the average revenue for all stores.
2. Change the name of the report to Revenue Information for All Stores.
3. Save the document as Act_Calculationcontext.
Your document should look like this example:
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Activity w21: Character and date string functions
Objective
• Use the SubStr()functions in conjunction with the Length()function to do high-level string formatting.
Instructions
Create a report showing the year that each eFashion store opened.
1. Create a report using the eFashion universe and select the following objects:
Opening Date and Store name
2. Using the Opening Date object as the basis for the formulas, create new variables so that
the final report displays simply the year that each store opened, not the exact date and time.
Your report appears like this:
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Note: The Year opened object is formatted as a number, not a date, so you must format the
number to display without a comma to achieve the desired result.
3. Save the report as Act_YearOpened.
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Activity w22: Grouping data
Objective
• Use the If() function syntax to group data values.
Instructions
You want to group states into regions so that you can compare revenue per region.
1. Create a new document using the eFashion universe and select the following objects:
State and Sales revenue
2. Create a variable called Region and group the states by regions, based on the following
categories:
3. Insert the Region variable into the table so that its values are projected in a new column in
the table.
Your report should look like this example:
4. Save the document as Act_Groupdata_1.
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Activity w23: Modifying the calculation behavior
Objective
• Use the If() function to create a variable that calculates the projected revenue based on
revenue by store.
Instructions
Using the eFashion universe, you want to display the projected revenue for each store based
on the revenue generated to date. You need to create a variable to calculate this projection
based on the sales revenue.
This variable needs to look at the sales revenue, and if it falls above certain criteria, then a
different calculation needs to be performed.
1. Create a new Web Intelligence document using the eFashion universe.
2. Include the State, Store name and Sales revenue objects in the query.
3. Create a variable called Projected Revenue.
4. Define the formula to calculate each store’s projected revenue based on the following:
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5. Validate the syntax and verify that Web Intelligence has applied the Measure qualification
to the variable.
6. Drag the Projected Variable variable to the right of the last column in the table.
Your report appears like this example:
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Activity w24: Displaying data restricted by a filter or ranking
Objective
• Build a formula to override a ranking and calculate total values.
Instructions - Example 1
Create a document that displays the best sales revenue achieved for any year by state. For
purposes of comparison, you also want to display the total state revenue.
To achieve this, you need to create a new variable using the NoFilter() function. You will also
apply breaks, ranking and formatting to the table.
1. Use the eFashion universe to build a query with the appropriate objects.
2. Modify the document to display the data as shown in the following screen capture:
Note: To display the data as shown, apply a break to the table and format the break so the
break header and footer do not display.
3. Display a table header (Report element -> Table layout -> Show header).
4. On the Year column, display only the highest earning year for each state.
5. Create a new variable called Total revenue using the following syntax:
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=NoFilter([Sales revenue] In([State]))
Note: By putting In([State]) at the end of the formula, you change the way Web
Intelligence calculates data by default. This is known as changing the calculation context.
6. Add the new variable to the table and display the sum in the footer of both the Sales revenue
and the new Total revenue columns.
7. Verify the calculation displayed below the Total revenue column. Has the sum calculated
the data correctly?
8. Using the Formula toolbar, modify the formula used in the Total Revenue footer cell to
calculate the sum total accurately.
The final report appears like this:
9. Save the document as Act_NoFilter.
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Activity w25: Creating hyperlinks in the Interactive panel
Objectives
• In the Web Intelligence Interactive panel in BI launch pad, create two documents -- one to show
sales margin for all stores for all years and another to show store details.
• In the sales margin document create a hyperlink to a URL. Also, create a hyperlink on each
store name to open the store details document and display only the data for the store name
displayed in the hyperlink.
1. Log onto BI launch pad and verify that the Web Intelligence default view and the default
creating/editing preferences are set to Interactive.
2. Using the eFashion universe, create the hyperlink target document that displays store details and save the
document in the Favorites folder.
3. Create with eFashion, report same as on picture. Add filters with promt by Store name.
Save the document as Store Details.
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4. Create with eFashion, report same as on picture.
3. Using the eFashion universe, create a second document that displays the sales margin per
store and save the document in the Favorites folder.
Save the second document as Sales Margin per Store.
5. Click right button on Margin, chose Linking -> Add hyperlink ->Link to document ->Details
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6. From the Sales Margin per Store document, create a hyperlink on the Store name value
to link the two documents. Pass the value of the store name in the hyperlink to the Store
Details. document so that it displays the details for a specific store name.
7. Test that the hyperlinks work in the Interactive panel. Save the documents and log off from BI launch pad
8. Save doc