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BusinessObjects 5.1.7 Enterprise Reporting Basic Report
BUSINESS OBJECTS
Basic Report Guide
Page 1
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
Overview
This section describes some of the more useful and basic report building features,
such as how to add conditions to the reports query, add breaks, apply view/hide
conditions.
What you will be able to do
At the end of this report, you will be able to:
 Creating blocks, building slice and dice tables
Charts
You can create simple chart by turning a table into a chart with the slice and dice.
1) Open slice and dice. Right click on the sheet type as shown below, and
select ‘Turn to Chart’.
Page 2
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
2) A window will then appear and ask you for selection on which types of
chart to use. The result is shown below. Select the line chart and then click
OK.
Page 3
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
3) You will see the chart as shown below.
Page 4
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
4) Activate the slice and dice again, you can see sheet name is now ‘Chart’.
Right click and turn it to back table again.
5) Another method to create the chart so that you can still see the table is by
using the insert chart function.
Page 5
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
6) Once you have click on the function, click on the report and drag to make
a rectangle dotted line as below.
Page 6
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
7) Pop up window will appear as shown and select use existing data from
the document.
8) Select the needed fields only. Ignore the rest, as you might not have
exactly the screen as shown below.
Page 7
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
9) Select line chart and click OK.
10) You will get the result as shown.
Page 8
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
Page 9
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
Drill
You can use drill function to zoom in to particular details or zoom out.
1) For example, based on the report below, activate the drill function by
clicking on the icon.
2) A new report will be created. Right click on the function that you want set
as a drill key and click it.
Page 10
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
3) You can now see it on the top bar which you can select based on specific
or general package types. Drag and Drop the month into the drill bar.
Page 11
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
Retrieve From
You can retrieve from Corporate Document (Standard Document that is stored in
the BO Repository). Follow the steps below.
1) Click on File/Retrive from
2) Select the category to retrieve, which is mostly based on the universe
name.
Page 12
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
3) Click on Retrieve
4) The report will be automatically imported and open
Page 13
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
Export to Excel
You can export the data which you have generated using BO to Ms Excel.
1) Right click on the data manage and select view data.
2) The data Manager will be open. Click on Export
Page 14
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
3) Select the Microsoft Excel file (*.xls) and the filename to create.
4) Click OK once done.
5) Opening the report in Excel will display the report.
Page 15
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
Publish as HTML in Intranet
You can publish the report as html and put into the Intranet for others to view
and download.
1) Click on File/Save As html
Page 16
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
2) It ask for you to save the document and it opens the default directory as
shown below
3) Enter the name of the document as you like and click on Save. You see the
screen below
4) Select the options as shown.
Page 17
BusinessObjects 5.1.7 Enterprise Reporting Basic Report
5) Click on OK.
Page 18

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Business objects BO guide

  • 1. BusinessObjects 5.1.7 Enterprise Reporting Basic Report BUSINESS OBJECTS Basic Report Guide Page 1
  • 2. BusinessObjects 5.1.7 Enterprise Reporting Basic Report Overview This section describes some of the more useful and basic report building features, such as how to add conditions to the reports query, add breaks, apply view/hide conditions. What you will be able to do At the end of this report, you will be able to:  Creating blocks, building slice and dice tables Charts You can create simple chart by turning a table into a chart with the slice and dice. 1) Open slice and dice. Right click on the sheet type as shown below, and select ‘Turn to Chart’. Page 2
  • 3. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 2) A window will then appear and ask you for selection on which types of chart to use. The result is shown below. Select the line chart and then click OK. Page 3
  • 4. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 3) You will see the chart as shown below. Page 4
  • 5. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 4) Activate the slice and dice again, you can see sheet name is now ‘Chart’. Right click and turn it to back table again. 5) Another method to create the chart so that you can still see the table is by using the insert chart function. Page 5
  • 6. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 6) Once you have click on the function, click on the report and drag to make a rectangle dotted line as below. Page 6
  • 7. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 7) Pop up window will appear as shown and select use existing data from the document. 8) Select the needed fields only. Ignore the rest, as you might not have exactly the screen as shown below. Page 7
  • 8. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 9) Select line chart and click OK. 10) You will get the result as shown. Page 8
  • 9. BusinessObjects 5.1.7 Enterprise Reporting Basic Report Page 9
  • 10. BusinessObjects 5.1.7 Enterprise Reporting Basic Report Drill You can use drill function to zoom in to particular details or zoom out. 1) For example, based on the report below, activate the drill function by clicking on the icon. 2) A new report will be created. Right click on the function that you want set as a drill key and click it. Page 10
  • 11. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 3) You can now see it on the top bar which you can select based on specific or general package types. Drag and Drop the month into the drill bar. Page 11
  • 12. BusinessObjects 5.1.7 Enterprise Reporting Basic Report Retrieve From You can retrieve from Corporate Document (Standard Document that is stored in the BO Repository). Follow the steps below. 1) Click on File/Retrive from 2) Select the category to retrieve, which is mostly based on the universe name. Page 12
  • 13. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 3) Click on Retrieve 4) The report will be automatically imported and open Page 13
  • 14. BusinessObjects 5.1.7 Enterprise Reporting Basic Report Export to Excel You can export the data which you have generated using BO to Ms Excel. 1) Right click on the data manage and select view data. 2) The data Manager will be open. Click on Export Page 14
  • 15. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 3) Select the Microsoft Excel file (*.xls) and the filename to create. 4) Click OK once done. 5) Opening the report in Excel will display the report. Page 15
  • 16. BusinessObjects 5.1.7 Enterprise Reporting Basic Report Publish as HTML in Intranet You can publish the report as html and put into the Intranet for others to view and download. 1) Click on File/Save As html Page 16
  • 17. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 2) It ask for you to save the document and it opens the default directory as shown below 3) Enter the name of the document as you like and click on Save. You see the screen below 4) Select the options as shown. Page 17
  • 18. BusinessObjects 5.1.7 Enterprise Reporting Basic Report 5) Click on OK. Page 18