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Performing On-Report Analysis with Web Intelligence

BusinessObjects Web Intelligence XI R2

Windows and UNIX

1

Copyright

Copyright © 2004 Business Objects. All rights reserved.

Trademarks

Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners.

Contains IBM Runtime Environment for AIX(R), Java(TM) 2 Technology Edition Runtime Modules (c) Copyright IBM Corporation 1999, 2000. All Rights Reserved.

This product includes code licensed from RSA Security, Inc. Some portions licensed from IBM are available at http://oss.software.ibm.com/icu4j.

Use restrictions

This software and documentation is commercial computer software under Federal Acquisition regulations, and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense. The use, duplication, or disclosure by the U.S. Government is subject to restrictions set forth in subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at 252.227-7013.

Patents

Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and

6,289,352.

Contents

Chapter 1

About Web Intelligence

11

How Web Intelligence performs business intelligence over the web

Interacting with Web Intelligence reports

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12

13

. Creating and editing Web Intelligence documents

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15

Chapter 2

Accessing Web Intelligence via InfoView

. Logging into InfoView

Overview

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19

20

21

. Logging out of InfoView

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22

Chapter 3

Setting your Web Intelligence options

 

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Overview

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26

Selecting Web Intelligence view formats

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27

Selecting your Drill options

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29

Setting your personal preferences

33

Setting the format locale

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36

Contents

Chapter 4

Navigating reports

39

. Accessing documents to view reports

Overview

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40

41

Refreshing results to view the latest results

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42

Answering prompts

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. 43

Finding your way around reports

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. 46

Searching for text in reports Viewing the document overview

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49

50

Chapter 5

Analyzing results

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Overview

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54

How drill analysis works

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55

Starting to drill

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56

Drilling on tables

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57

Drilling on sections

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60

. Changing how drilled results are filtered

Drilling on charts

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62

65

Drilling beyond report results

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Saving drilled results and ending Drill mode

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Using query drill

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71

4 Performing On-Report Analysis with Web Intelligence

Contents

Chapter 6

Inserting and organizing reports

75

Overview

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76

Inserting, deleting, and moving reports

Naming reports

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77

79

Viewing document properties

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81

Chapter 7

Formatting report pages

Overview

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83

84

. Defining report page layout

Inserting images

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85

Including titles on reports

Including cells with predefined formulas

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93

95

99

. Inserting and formatting hyperlinks

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103

Inserting HTML

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106

Chapter 8

Adding tables and cells to reports

107

Overview

. Inserting tables and free standing cells

. Transforming tables to different table types

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108

109

111

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Including table headers and footers

 

114

Adding and removing rows and columns

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115

Moving and swapping rows and columns

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116

Modifying the data included in tables and cells

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118

Removing tables and cells

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119

Chapter 9

Formatting tables and cells

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Overview

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121

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. Naming and tables and cells

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123

Aligning tables and cells

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124

Setting page breaks for tables

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Sizing cells

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125

126

Formatting cell values

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127

Contents

Merging cells

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129

Formatting numbers and dates

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. 130

Formatting cell borders

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. Setting cell background color

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131

133

134

137

Avoiding duplicate rows

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138

Working with alerters

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