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WebIntelligence™ 3.1
Webi Rich Client Reporting




            56132 Parkview
            Shelby Twp, MI 48316
            586.677.8300 Phone
            586.677.8301 Fax
            http://www.cttsbi.com




                                    Last Revised: 5/18/2009
WebIntelligence™ 3.1 Rich Client - Overview




                      Trademarks & Copyrights

The Business Objects logo, Business Miner, Business Query, and WebIntelligence are
registered trademarks of Business Objects S.A. The Business Objects tagline, Broadcast
Agent, Business Objects, Personal Trainer, Rapid Deployment Templates, and Set
Analyzer are trademarks of Business Objects S.A. All screen shots from Business
Objects software products are copyrighted by Business Objects, S.A., all rights reserved.

Microsoft, Windows, Windows NT, Access, Microsoft Windows VBA, the Visual Basic
Logo, and other names of Microsoft products referenced herein are either registered
trademarks or trademarks of Microsoft Corporation in the United States and/or other
countries.

Oracle is a registered trademark of Oracle Corporation. All other names of Oracle
products referenced herein are trademarks or registered trademarks of Oracle
Corporation.

All other product and company names mentioned herein are the trademarks of their
respective owners. CTTS is not an authorized partner of Business Objects S.A.

                           © 2009 – Creative Technology and Training Solutions, LLC         1-2
WebIntelligence™ 3.1 Rich Client - Overview



Chapter Objective
 Upon completion of this chapter, the
  student should have an understanding of:
   Creating Documents Using Universes,
    External Data Sources or by Importing
    Documents.
   Creating Documents with Multiple Queries
    from the Same Universe.
   Creating Documents with Multiple Queries
    from Multiple Universes.
   Creating Documents with Queries from Both
    a Universe and an External Data Source

           © 2009 – Creative Technology and Training Solutions, LLC         1-3
WebIntelligence™ 3.1 Rich Client - Overview



         Logging Into Rich-Client

                                                          1. Select System



                                                                    2. Enter User Name and
                                                                    Password




   3. Select
Authenication(if
  necessary)

                                                 4. Click Log On


                   © 2009 – Creative Technology and Training Solutions, LLC                  1-4
WebIntelligence™ 3.1 Rich Client - Overview



 Creating New Documents-Using a Universe


                                      OR-- Select from
                                      Previously Used
                                         Universes




5. Click to View
Additional Data
    Sources



                   © 2009 – Creative Technology and Training Solutions, LLC         1-5
WebIntelligence™ 3.1 Rich Client - Overview



 Creating New Documents-Using a Universe


                                      OR-- Select from
                                      Previously Used
                                         Universes




5. Click to View
Additional Data
    Sources



                   © 2009 – Creative Technology and Training Solutions, LLC         1-6
WebIntelligence™ 3.1 Rich Client - Overview



 Creating New Documents-Using a Universe


                                      OR-- Select from
                                      Previously Used
                                         Universes




5. Click to View
Additional Data
    Sources



                   © 2009 – Creative Technology and Training Solutions, LLC         1-7
WebIntelligence™ 3.1 Rich Client - Overview


          Creating New Documents:
          Using a Universe


                  5. Select Universe




6. Click Next.          7. Select Universe



                                                8. Click OK



                     © 2009 – Creative Technology and Training Solutions, LLC         1-8
WebIntelligence™ 3.1 Rich Client - Overview


     Creating New Documents:
     From Other Data Sources

                                    2. Select a Recent Document of
                                         Click folder to Browse for
                                                 Documents




1. Mouse-over
 Open Folder




                © 2009 – Creative Technology and Training Solutions, LLC         1-9
WebIntelligence™ 3.1 Rich Client - Overview


   Creating New Documents:
   From Other Data Sources



                                         4. Select Data File



                                                                            5. Click Open




3. Change File
    Type
                 © 2009 – Creative Technology and Training Solutions, LLC                   1 - 10
WebIntelligence™ 3.1 Rich Client - Overview


Creating New Documents:
From Other Data Sources


                                           6. Select All
                                              Fields




                                                           8. Click Next




  7. Check for 1st
  Row Contains
  Column Names
                     © 2009 – Creative Technology and Training Solutions, LLC        1 - 11
WebIntelligence™ 3.1 Rich Client - Overview


Creating New Documents:
From Other Data Sources



                                    9. Click Run
                                       Query




        © 2009 – Creative Technology and Training Solutions, LLC        1 - 12
WebIntelligence™ 3.1 Rich Client - Overview


Creating New Documents:
From Other Data Sources


                                          Results are
                                          Displayed




        © 2009 – Creative Technology and Training Solutions, LLC        1 - 13
WebIntelligence™ 3.1 Rich Client - Overview


  Importing Documents:
  To the Repository

                                          2. Click Folder to
                                             Browse for
                                             Documents




1. Mouse-over Import
  Folder to Import a
   Document to the
     Repository

                       © 2009 – Creative Technology and Training Solutions, LLC        1 - 14
WebIntelligence™ 3.1 Rich Client - Overview


        Importing Documents:
        To the Repository



                                                                                    4. Select the
                                                                                     Document


  3. Navigate to the
Folder Location of the
      Document
                                           5. Click Add




                         © 2009 – Creative Technology and Training Solutions, LLC                   1 - 15
WebIntelligence™ 3.1 Rich Client - Overview


      Importing Documents:
      To the Repository




                                                                                    Click Remove if you
                                                                                      Need to Remove
                                                                                    Documents from the
                                                                                          Import.

                                               6. Click
                                                Import
   Selected Report is
   Displayed Below.
Multiple Documents Can
 be Imported Together.

                         © 2009 – Creative Technology and Training Solutions, LLC                  1 - 16
WebIntelligence™ 3.1 Rich Client - Overview


Importing Documents:
To the Repository

                                                7. Import was
                                               Successful. Click
                                                    Link to




         © 2009 – Creative Technology and Training Solutions, LLC        1 - 17
WebIntelligence™ 3.1 Rich Client - Overview


Importing Documents:
To the Repository


        Check Mark Indicates
         the Document has
          Been Imported.

                                                              8. Click Close




          © 2009 – Creative Technology and Training Solutions, LLC             1 - 18
WebIntelligence™ 3.1 Rich Client - Overview



Using an Imported Document
                                1. Mouse-Over Open Folder
                                and Click Folder to Browse
                                      for Documents




       © 2009 – Creative Technology and Training Solutions, LLC        1 - 19
WebIntelligence™ 3.1 Rich Client - Overview



Using an Imported Document



                                                                       3. Select Document




                                                                          4. Click Open




 2. Select WID as
 Document Type
                    © 2009 – Creative Technology and Training Solutions, LLC                1 - 20
WebIntelligence™ 3.1 Rich Client - Overview



Using an Imported Document




 WID Document
   Displayed
                © 2009 – Creative Technology and Training Solutions, LLC        1 - 21
WebIntelligence™ 3.1 Rich Client - Overview



   Contact Information:
Michael Ward
(586) 677-8300
MichaelWard@cttsbi.com

BusinessObjects™ 3.1 Training Classes:
Desktop Intelligence™ 3.1 Basic Reporting (2 Days)
Desktop Intelligence™ 3.1 Intermediate Reporting (1 Day)
Desktop Intelligence™ 3.1 Advanced Reporting (1 Day)
Desktop Intelligence™ 3.1 Advanced Crosstabs & Functions (1/2 Day)
Desktop Intelligence™ 3.1 Foundations (1 Day)
WebIntelligence™ 3.1 Intro To InfoView (1 Day)
WebIntelligence™ 3.1 Basic Reporting (1 Day)
WebIntelligence™ 3.1 Intermediate Reporting (1 Day)
WebIntelligence™ 3.1 Advanced Reporting (1 Day)
WebIntelligence™ 3.1 Rich Client (1 Day)
BusinessObjects™ 3.1 Designer (2 Days)
BusinessObjects™ 3.1 Scheduler (2 Hours)
BuisnessObjects™ 3.1 Administration (2 Days)
                       © 2009 – Creative Technology and Training Solutions, LLC
WebIntelligence™ 3.1 Rich Client - Overview



Desktop Intelligence                                       WebIntelligence
  3.1 Reporting                    DI 3.1                   3.1 Reporting
                                Foundations
      DI 3.1                       1 Day
 Basic Reporting
     2 Days




       DI 3.1                      BO 3.1                      Webi 3.1
  Interm Reporting                Designer                   Basic Reporting
       1 Day                       2 Days                        1 Day




                                   BO 3.1                       Webi 3.1
       DI 3.1
                                Administration                Intermediate
   Adv Reporting
                                                                Reporting
       1 Day                      2 Days
                                                                  1 Day




       DI 3.1                                                    Webi 3.1
   Adv Crosstabs                    BO 3.1                      Advanced
      1/2 Day                     Rich Client                   Reporting
                                     1 Day                        1 Day




                     © 2009 – Creative Technology and Training Solutions, LLC

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Rich Client Intro

  • 1. WebIntelligence™ 3.1 Webi Rich Client Reporting 56132 Parkview Shelby Twp, MI 48316 586.677.8300 Phone 586.677.8301 Fax http://www.cttsbi.com Last Revised: 5/18/2009
  • 2. WebIntelligence™ 3.1 Rich Client - Overview Trademarks & Copyrights The Business Objects logo, Business Miner, Business Query, and WebIntelligence are registered trademarks of Business Objects S.A. The Business Objects tagline, Broadcast Agent, Business Objects, Personal Trainer, Rapid Deployment Templates, and Set Analyzer are trademarks of Business Objects S.A. All screen shots from Business Objects software products are copyrighted by Business Objects, S.A., all rights reserved. Microsoft, Windows, Windows NT, Access, Microsoft Windows VBA, the Visual Basic Logo, and other names of Microsoft products referenced herein are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. All other names of Oracle products referenced herein are trademarks or registered trademarks of Oracle Corporation. All other product and company names mentioned herein are the trademarks of their respective owners. CTTS is not an authorized partner of Business Objects S.A. © 2009 – Creative Technology and Training Solutions, LLC 1-2
  • 3. WebIntelligence™ 3.1 Rich Client - Overview Chapter Objective  Upon completion of this chapter, the student should have an understanding of:  Creating Documents Using Universes, External Data Sources or by Importing Documents.  Creating Documents with Multiple Queries from the Same Universe.  Creating Documents with Multiple Queries from Multiple Universes.  Creating Documents with Queries from Both a Universe and an External Data Source © 2009 – Creative Technology and Training Solutions, LLC 1-3
  • 4. WebIntelligence™ 3.1 Rich Client - Overview Logging Into Rich-Client 1. Select System 2. Enter User Name and Password 3. Select Authenication(if necessary) 4. Click Log On © 2009 – Creative Technology and Training Solutions, LLC 1-4
  • 5. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents-Using a Universe OR-- Select from Previously Used Universes 5. Click to View Additional Data Sources © 2009 – Creative Technology and Training Solutions, LLC 1-5
  • 6. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents-Using a Universe OR-- Select from Previously Used Universes 5. Click to View Additional Data Sources © 2009 – Creative Technology and Training Solutions, LLC 1-6
  • 7. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents-Using a Universe OR-- Select from Previously Used Universes 5. Click to View Additional Data Sources © 2009 – Creative Technology and Training Solutions, LLC 1-7
  • 8. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents: Using a Universe 5. Select Universe 6. Click Next. 7. Select Universe 8. Click OK © 2009 – Creative Technology and Training Solutions, LLC 1-8
  • 9. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents: From Other Data Sources 2. Select a Recent Document of Click folder to Browse for Documents 1. Mouse-over Open Folder © 2009 – Creative Technology and Training Solutions, LLC 1-9
  • 10. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents: From Other Data Sources 4. Select Data File 5. Click Open 3. Change File Type © 2009 – Creative Technology and Training Solutions, LLC 1 - 10
  • 11. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents: From Other Data Sources 6. Select All Fields 8. Click Next 7. Check for 1st Row Contains Column Names © 2009 – Creative Technology and Training Solutions, LLC 1 - 11
  • 12. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents: From Other Data Sources 9. Click Run Query © 2009 – Creative Technology and Training Solutions, LLC 1 - 12
  • 13. WebIntelligence™ 3.1 Rich Client - Overview Creating New Documents: From Other Data Sources Results are Displayed © 2009 – Creative Technology and Training Solutions, LLC 1 - 13
  • 14. WebIntelligence™ 3.1 Rich Client - Overview Importing Documents: To the Repository 2. Click Folder to Browse for Documents 1. Mouse-over Import Folder to Import a Document to the Repository © 2009 – Creative Technology and Training Solutions, LLC 1 - 14
  • 15. WebIntelligence™ 3.1 Rich Client - Overview Importing Documents: To the Repository 4. Select the Document 3. Navigate to the Folder Location of the Document 5. Click Add © 2009 – Creative Technology and Training Solutions, LLC 1 - 15
  • 16. WebIntelligence™ 3.1 Rich Client - Overview Importing Documents: To the Repository Click Remove if you Need to Remove Documents from the Import. 6. Click Import Selected Report is Displayed Below. Multiple Documents Can be Imported Together. © 2009 – Creative Technology and Training Solutions, LLC 1 - 16
  • 17. WebIntelligence™ 3.1 Rich Client - Overview Importing Documents: To the Repository 7. Import was Successful. Click Link to © 2009 – Creative Technology and Training Solutions, LLC 1 - 17
  • 18. WebIntelligence™ 3.1 Rich Client - Overview Importing Documents: To the Repository Check Mark Indicates the Document has Been Imported. 8. Click Close © 2009 – Creative Technology and Training Solutions, LLC 1 - 18
  • 19. WebIntelligence™ 3.1 Rich Client - Overview Using an Imported Document 1. Mouse-Over Open Folder and Click Folder to Browse for Documents © 2009 – Creative Technology and Training Solutions, LLC 1 - 19
  • 20. WebIntelligence™ 3.1 Rich Client - Overview Using an Imported Document 3. Select Document 4. Click Open 2. Select WID as Document Type © 2009 – Creative Technology and Training Solutions, LLC 1 - 20
  • 21. WebIntelligence™ 3.1 Rich Client - Overview Using an Imported Document WID Document Displayed © 2009 – Creative Technology and Training Solutions, LLC 1 - 21
  • 22. WebIntelligence™ 3.1 Rich Client - Overview Contact Information: Michael Ward (586) 677-8300 MichaelWard@cttsbi.com BusinessObjects™ 3.1 Training Classes: Desktop Intelligence™ 3.1 Basic Reporting (2 Days) Desktop Intelligence™ 3.1 Intermediate Reporting (1 Day) Desktop Intelligence™ 3.1 Advanced Reporting (1 Day) Desktop Intelligence™ 3.1 Advanced Crosstabs & Functions (1/2 Day) Desktop Intelligence™ 3.1 Foundations (1 Day) WebIntelligence™ 3.1 Intro To InfoView (1 Day) WebIntelligence™ 3.1 Basic Reporting (1 Day) WebIntelligence™ 3.1 Intermediate Reporting (1 Day) WebIntelligence™ 3.1 Advanced Reporting (1 Day) WebIntelligence™ 3.1 Rich Client (1 Day) BusinessObjects™ 3.1 Designer (2 Days) BusinessObjects™ 3.1 Scheduler (2 Hours) BuisnessObjects™ 3.1 Administration (2 Days) © 2009 – Creative Technology and Training Solutions, LLC
  • 23. WebIntelligence™ 3.1 Rich Client - Overview Desktop Intelligence WebIntelligence 3.1 Reporting DI 3.1 3.1 Reporting Foundations DI 3.1 1 Day Basic Reporting 2 Days DI 3.1 BO 3.1 Webi 3.1 Interm Reporting Designer Basic Reporting 1 Day 2 Days 1 Day BO 3.1 Webi 3.1 DI 3.1 Administration Intermediate Adv Reporting Reporting 1 Day 2 Days 1 Day DI 3.1 Webi 3.1 Adv Crosstabs BO 3.1 Advanced 1/2 Day Rich Client Reporting 1 Day 1 Day © 2009 – Creative Technology and Training Solutions, LLC