Xi3 Web Intelligence HTML Report Panel en

Building reports using the Web Intelligence HTML Report Panel
Copyright
2008 Business Objects. All rights reserved. Business Objects owns the following U.S. patents, which may cover products that are offered and licensed by Business Objects: 5,555,403; 5,857,205; 6,289,352; 6,247,008; 6,490,593; 6,578,027; 6,831,668; 6,768,986; 6,772,409; 6,882,998; 7,139,766; 7,299,419; 7,194,465; 7,222,130; 7,181,440 and 7,181,435. Business Objects and the Business Objects logo, BusinessObjects, Business Objects Crystal Vision, Business Process On Demand, BusinessQuery, Crystal Analysis, Crystal Applications, Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Desktop Intelligence, Inxight, the Inxight Logo, LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Let there be light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in the United States and/or other countries of Business Objects and/or affiliated companies. All other names mentioned herein may be trademarks of their respective owners. Business Objects products in this release may contain redistributions of software licensed from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at: http://www.businessobjects.com/thirdparty
Third-party Contributors
Contents
Chapter 1 About Web Intelligence 11 How Web Intelligence performs business intelligence over the web.........12 How Web Intelligence performs business intelligence offline....................12 Interacting with Web Intelligence reports...................................................12 Viewing and printing Web Intelligence reports.....................................13 Drilling on Web Intelligence reports......................................................13 Performing on-report analysis..............................................................13 Creating and editing Web Intelligence documents....................................14 Web Intelligence Query - HTML...........................................................14 Web Intelligence Java Report Panel....................................................15 Web Intelligence Rich Client................................................................15 Web Intelligence HTML Report Panel..................................................15 Chapter 2 Accessing Web Intelligence from InfoView 17
To log in to InfoView...................................................................................18 To log out of InfoView................................................................................18 Web Intelligence InfoView options.............................................................19 Web Intelligence document creation and viewing options...................19 To set Web Intelligence drill options.....................................................21 Web Intelligence locale options............................................................23 Chapter 3 Creating and editing documents 27
To create a Web Intelligence document with the HTML Report Panel......28 To edit a Web Intelligence document with the HTML Report Panel..........28
Contents
Chapter 4
Building and editing queries
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Creating and editing documents................................................................30 To select a universe..............................................................................30 To edit a Web Intelligence document...................................................30 How universe objects map to data............................................................30 Classes and subclasses.......................................................................30 Dimension object..................................................................................31 Detail object..........................................................................................31 Measure object.....................................................................................31 Building queries.........................................................................................32 To build and run a query in the HTML Report Panel............................32 To add objects to a query in the HTML Report Panel..........................33 To remove objects from a query in the HTML Report Panel................33 To set query properties in the HTML Report Panel..............................33 Controllling how queries retrieve data.......................................................34 Max retrieval time query property.........................................................34 Max rows retrieved query property.......................................................34 Retrieve duplicate rows query property................................................34 Setting the scope of analysis.....................................................................35 Scope of analysis.................................................................................35 Levels of scope of analysis..................................................................35 To set the scope of analysis in the HTML Report Panel......................36 Query contexts...........................................................................................37 What is an ambiguous query?..............................................................37 What is a context?................................................................................37 To choose a context when you run a query..........................................38 Choosing a context when you run a query...........................................38 Reset contexts on refresh query property............................................38 Using queries.............................................................................................39 To run a query......................................................................................39
Contents
To interrupt a query..............................................................................39 To remove a query................................................................................39 Chapter 5 Table types in Web Intelligence 41
Vertical table..............................................................................................42 Horizontal table..........................................................................................42 Crosstab....................................................................................................43 Forms.........................................................................................................44 Chapter 6 Allocating data to tables 45
To select a table or chart template.............................................................46 To add an object to a table.........................................................................47 To remove an object from a table..............................................................48 To reposition an object on a table..............................................................48 To reorder the columns or rows on a table................................................49 Chapter 7 Chart types in Web Intelligence 51
Bar charts..................................................................................................52 Line charts.................................................................................................52 Area charts................................................................................................52 Pie charts...................................................................................................53 Radar, polar and scatter charts.................................................................53 3D charts...................................................................................................54 2D charts...................................................................................................55 Chapter 8 Allocating data to charts 57
To add objects to chart axes......................................................................58 To remove an object from a chart axis.......................................................58 To reposition objects on a chart axis.........................................................59
Contents
Chapter 9
Grouping information with sections
61
To create a section on a report..................................................................64 To create a subsection on a report............................................................64 To remove a section from a report.............................................................65 To change the order of sections on a report..............................................66 Chapter 10 Multi-report documents 69
To insert a report........................................................................................70 To duplicate a report..................................................................................71 To rename a report....................................................................................71 To move a report........................................................................................72 To delete a report.......................................................................................73 Chapter 11 Saving documents 75
To save Web Intelligence documents in InfoView......................................76 To save updates to a document that has already been saved..................76 To save a document with a new name or to a new category.....................77 Chapter 12 Sorting the results displayed on reports 79
Chapter 13
Sorting data in tables
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To sort values on a table............................................................................83 To prioritize multiple sorts on a table.........................................................84 Chapter 14 Applying sorts to sections 87
To sort values in a section.........................................................................88
Contents
Chapter 15
Breaks
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Breaks defined...........................................................................................90 Breaks compared to sections....................................................................90 Default sort order in breaks.......................................................................90 To insert a break........................................................................................91 Break properties........................................................................................91 To set break properties.........................................................................92 Chapter 16 Using standard calculations in reports 93
Standard calculations................................................................................94 To insert or remove a calculation...............................................................95 Chapter 17 The Result Preview pane 97
Chapter 18
Defining page size, orientation and margins
101
To select the paper size...........................................................................102 To select the page orientation..................................................................102 To set margins.........................................................................................103 Chapter 19 Displaying report titles 105
To display the report title..........................................................................106 Chapter 20 Aligning tables and charts on the report page 107
To position a block on a report.................................................................108 Chapter 21 Formatting sections 109
To format a section..................................................................................110 To format a section cell............................................................................110
Contents
To set the page layout for a section.........................................................111 Chapter 22 Formatting page headers and footers 113
To display or hide a header or footer.......................................................114 To specify cell contents for headers and footers.....................................114 To set the height and background color of headers and footers..............115 To format a page header or footer cell.....................................................116 Chapter 23 Formatting hyperlinks 117
To format hyperlinks.................................................................................118 Chapter 24 Formatting vertical and horizontal tables 119
Formatting options for vertical and horizontal tables...............................120 To format a table......................................................................................120 Chapter 25 Formatting crosstabs 121
Formatting options for crosstabs.............................................................122 To format a crosstab...........................................................................122 To display headers in a crosstab........................................................123 To center column values on a crosstab header..................................123 Formatting forms......................................................................................124 Formatting options for forms..............................................................124 Chapter 26 Formatting charts in the HTML Report Panel 127
Formatting options available for charts....................................................128 Formatting options for 2D bar charts..................................................128 Formatting options for 3D charts........................................................129 Formatting options for pie charts........................................................129 Personalizing chart formats.....................................................................130
Contents
Chart formatting options.....................................................................130 Formatting chart axes.........................................................................136 Chapter 27 Keyboard shortcuts for accessibility in the HTML Report Panel 141
Configuring JAWS...................................................................................142 Logging in and selecting the HTML Report Panel as your document editor........................................................................................................142 To log in to InfoView...........................................................................142 To select the HTML Report Panel as your document editor...............143 Creating and editing Web Intelligence documents..................................144 To create a new Web Intelligence document......................................144 To edit a Web Intelligence document.................................................144 Navigating the HTML Report Panel frames.............................................145 Overview of the browser window frames...........................................145 Navigating between the report panel tabs..........................................147 Selecting a tab....................................................................................148 Using the Back and Next buttons to navigate between tabs..............149 Navigating the Query tab....................................................................149 Navigating the Properties tab.............................................................154 Navigating the Format tab..................................................................158 Logging out.........................................................................................160 Third party shortcuts................................................................................160 Appendix A Get More Help 161
Index
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Contents
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About Web Intelligence
About Web Intelligence How Web Intelligence performs business intelligence over the web
How Web Intelligence performs business intelligence over the web

Web Intelligence provides business users an easy to use interactive and flexible user interface for building and analyzing reports on corporate data over the web, on secured intranets and extranets. The Web Intelligence software is installed by your administrator on a web server on your corporate network. To use Web Intelligence from your local computer, you log into the business intelligence portal InfoView via your Internet browser. Then, depending on your security profile, you can interact with the reports in corporate documents or edit or build your own documents using a Web Intelligence report panel or query panel.
How Web Intelligence performs business intelligence offline

Web Intelligence can be used offline as Web Intelligence Rich Client, a standalone Microsoft Windows application, equivalent to the Java Report Panel, that you can install on your computer. Web Intelligence Rich Client lets you continue to work with Web Intelligence (WID) documents when you are unable to connect to a CMS, when you want to perform calculations locally rather than on the server, and when you want to work with Web Intelligence documents without installing a CMS or application server. Web Intelligence Rich Client can also be used when connected to a CMS.
Interacting with Web Intelligence reports

Depending on your security profile and on how Web Intelligence is deployed across your organization, you can view, analyze, or enhance and modify the data displayed on reports.
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About Web Intelligence Interacting with Web Intelligence reports
Viewing and printing Web Intelligence reports

Once logged into the business intelligence portal InfoView, you can access Web Intelligence documents and view reports. Onscreen navigation is made easy with page-to-page navigation buttons and a document map that allows you to jump from section to section or report to report. The same document can provide the information adapted to each user due to prompts that request each user, who opens the document, to specify the data they want to return to the reports. When you print reports, Web Intelligence automatically generates a copy of reports in Portable Document Format (PDF) format for optimum print quality.
Drilling on Web Intelligence reports

Drilling on Web Intelligence reports enables you to analyze the detailed data behind the displayed results. You can turn the report you are viewing into a drillable report or drill on a duplicate of the original report to retain a version of the results before your drill analysis. Once you have found the information you need, you can save a snapshot of the drilled report to share the results of your analysis with other Web Intelligence users, or save the document in Excel or Portable Document (PDF) format to print or email to other business contacts.
Performing on-report analysis

Viewing Web Intelligence reports in Interactive view format enables you to enhance reports and fine-tune the data reports contain, to highlight the information that most interests you on demand. On-Report Analysis is designed for: users who need to build queries and then want to build reports report consumers who need to manipulate the reports created by others
With On-Report Analysis you can:
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About Web Intelligence Creating and editing Web Intelligence documents
view document metadata to understand the data behind reports and see how reports are structured and filtered filter and sort results add new tables and charts add formulas and create variables format and change the layout of charts and tables slice and dice results by adding other data to charts and tables
Note: On-report analysis of Web Intelligence reports in Interactive view
format is only available if your administrator has deployed Web Intelligence in JSP mode.
Creating and editing Web Intelligence documents

You can create or edit Web Intelligence documents using several tools: Web Intelligence Query - HTML on page 14 Web Intelligence Java Report Panel on page 15 Web Intelligence Rich Client on page 15 Web Intelligence HTML Report Panel on page 15
Web Intelligence Query - HTML

Designed for users requiring a pure HTML environment to build queries, Web Intelligence Query HTML offers the ability to define the data content of documents on multiple data sources. You can use Query HTML to create new documents from scratch or edit the queries in documents created using any of the other Web Intelligence tools. Used together with On-Report Analysis, Query HTML provides a complete solution for building queries and designing powerful reports in a pure HTML environment. Once you have run the queries to generate a standard report, you can leverage Web Intelligence On-Report Analysis features to format multiple reports, add formulas, and create variables.
Note: Web Intelligence Query HTML and On-Report Analysis in Interactive
view format are only available, if your administrator has deployed Web Intelligence in JSP mode.
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Web Intelligence Java Report Panel

The Java Report Panel is designed for users who need more flexibility with designing report layout and defining formulas and variables. A graphical Formula Editor enables you to build formulas rapidly using drag-and-drop.
Note: The Web Intelligence Java Report Panel is available if your
administrator has deployed Web Intelligence in ASP mode and if your administrator has deployed Web Intelligence in JSP mode.
Web Intelligence Rich Client

Web Intelligence Rich Client is a locally installed Microsoft Windows application that lets you work with Web Intelligence (WID) documents that are stored locally or in a CMS. When working without a CMS connection you can work on your local machine with either CMS-secured or unsecured documents. Web Intelligence Rich Client is based on the Web Intelligence Java Report Panel and provides equivalent document creation, editing, formatting, printing and saving capabilities. There are a number of reasons for using Web Intelligence Rich Client to work with WID documents: You want to work with Web Intelligence documents but you are unable to connect to a CMS (while traveling, for example). You want to improve calculation performance: Web Intelligence Rich Client performs calculations locally, rather than on the server, and local calculations can perform better than server calculations. You want to work with Web Intelligence documents without installing a CMS or application server.
Web Intelligence HTML Report Panel

Designed for users who need to build basic reports, the HTML Report Panel provides query and report features in a simple wizard-like interface. Each
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document is based on a single data source and can contain multiple reports, displaying different subsets of information. In addition, the HTML Report Panel is 508 compliant and can be customized for specialized deployments.
Note: The Web Intelligence HTML Report Panel is only available if your
administrator has deployed Web Intelligence in JSP mode.
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Accessing Web Intelligence from InfoView
Accessing Web Intelligence from InfoView To log in to InfoView
You access Web Intelligence reports and set global Web Intelligence options from InfoView, the corporate business intelligence portal.
To log in to InfoView
Before you can use InfoView and Web Intelligence you need the following information: a URL to the InfoView server the InfoView server name and port number your login and password your authentication, which controls the InfoView resources available to you
Contact your adminstrator for these details if you do not already know them. You access Web Intelligence by using your web browser to log into InfoView, the corporate business intelligence portal. Once you are in InfoView, you can analyze and enhance Web Intelligence reports. 1. Launch your web browser. 2. Point your browser to the InfoView bookmark or URL. The InfoView login page appears. 3. If the System box is blank, type the name of the InfoView server followed by a colon (:), and then type the port number. 4. In the Username box, type your user name. 5. In the Password box, type your password. 6. In the Authentication box, select the authentication provided to you by your administrator. 7. Click Log On. The InfoView home page appears.
To log out of InfoView

When you finish using InfoView or Web Intelligence you need to log out, instead of simply closing your web browser. Logging out of InfoView ensures that any preferences you modified during your InfoView session are saved. It also lets your administrator track how
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Accessing Web Intelligence from InfoView Web Intelligence InfoView options
many users are logged into the system at any given time and thus optimize InfoView and Web Intelligence performance. Click Log Out. The login page appears. You are logged out of InfoView
Web Intelligence InfoView options

Web Intelligence document creation and viewing options
You can set your Web Intelligence options to determine how you create, view and interact with documents using Web Intelligence. You create documents using a query editor to build the query to retrieve the document data. After the query returns the data to the document, you can view and interact with the data.
Document creation option Description You create documents using the Java Report Panel, a Java applet than launches in your Web browser. The Java Report Panel is a combined query building, report editing and data analysis environment. If you choose Advanced as your document creation option, you also use the Java Report Panel for working with the data returned by the query. The View format option is not taken into account. The Java Report Panel provides the richest feature set of all Web Intelligence query building, report editing and data analysis environments. Interactive You build queries using Query HTML, an HTML-based query editor.
Advanced
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Document creation option
Description You build queries, edit reports and analyze data using Web Intelligence Rich Client, a standalone version of the Java Report Panel that runs outside your web browser. You create documents using the HTML Report Panel, a 508-compliant query-building and report-viewing environment.
Desktop
Web Accessibility
You can use the following view formats to view and interact with existing Web Intelligence documents, or documents that you have just created using a query editor:
View format Description Use HTML format when you want to open reports, answer prompts, navigate reports, and/or perform drill analysis. Use Interactive format when you want to apply filters, sorts, calculations, modify formatting and data displayed on tables and charts, and/or perform drill analysis. Interactive Use Interactive format if you are using Query HTML to define queries, and you want to format reports based on those queries and add formulas and variables. Interactive view format is only available if your administrator has deployed Web Intelligence in JSP mode. PDF Use PDF mode when you want to view static reports.
HTML
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To select the Web Intelligence query editor

1. Click the Preferences button on the InfoView toolbar. 2. ClickWeb Intelligence Preferences to display the Web Intelligence options. 3. Select the query editor beneath Select a default creation/editing tool. 4. Click OK.
To select the Web Intelligence view format

You can select different view formats for Web Intelligence documents depending on how you want to interact with the information displayed on the reports. You select your Web Intelligence view options in InfoView. When you modify your view options, the new settings are implemented the next time you open a Web Intelligence document. 1. Click the Preferences button on the InfoView toolbar. 2. Click Web Intelligence Preferences to display the Web Intelligence options. 3. In the Select a view format section, select the view format.
To select a default universe for new documents

1. Click Preferences on the Infoview toolbar. 2. ClickWeb Intelligence Preferences to display the Web Intelligence options. 3. Click Browse beneath Select a default universe and browse to the universe you want to select as the default.
To set Web Intelligence drill options

Drilling on reports lets you look deeper into data to discover the details behind a good or bad summary result displayed on a table, chart, or section. Before you begin a drill session, you can set your drill options in InfoView to specify how reports will change each time you drill. 1. Click Preferences on the Infoview toolbar.
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2. Click Web Intelligence Preferences to display the Web Intelligence options. 3. Select the drill options under Drill options and Start drill session.
Hide drill toolbar option

When you drill on a value displayed on a report, the Drill toolbar appears and displays the value on which you drilled. The value displayed on the toolbar filters the results displayed on the drilled report. For example, if you drill on year 2001, the results displayed on the drilled table are Q1, Q2, Q3, and Q4 for year 2001. This means that the quarterly values you drilled to are filtered by 2001.
Note: If the drilled report includes dimensions from multiple queries, a ToolTip
appears when you rest your cursor on the value displayed on the filter. The ToolTip displays the name of the query and the dimension for the value. The Drill toolbar allows you to select alternative values on the same level, in order to filter the results differently. For example, if you use the Drill toolbar illustrated above to select 2002, the results displayed on the drilled table would be Q1, Q2, Q3, and Q4 for year 2002. You can opt to hide the Drill toolbar when you start drill mode. The Drill toolbar is only useful if you want to select filters during your drill session.
Prompt when drill requires additional data option

When you drill the results displayed on a Web Intelligence report, you may want to drill to higher- or lower-level information that isnt included in the scope of analysis for the document. When this is the case, Web Intelligence needs to run a new query to retrieve the additional data from the data source. Since queries on large selections of data may take a long time to be completed, you can choose to be prompted with a message every time a new query is necessary. The prompt message asks you whether you want to run the additional query or not. In addition, the prompt lets you apply filters to the extra dimensions you include in the new query. This means you can restrict the size of the query to only the data necessary for your analysis. You need permission from your administrator to drill out of the scope of analysis during a drill session.
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Synchronize drill on report blocks option

When you select the Sychronize drill on all report blocks option, the display of all blocks changes to correspond with your drill actions. For example, if you drill down on a block from year to quarter, and your report also contains a chart showing data by year, the chart display also changes to display data by quarter. If you do not select the option, only the drilled block changes in response to drill actions.
Start drill session option

The Start drill session option controls how Web Intelligence behaves when you start drill mode.
Start drill session on existing report option

When you select Start drill session on existing report, the current report becomes drillable when you start drill mode. When you end drill mode, the report displays the drilled values.
Start drill session on a duplicate report option

When you select Start drill on a duplicate report, Web Intelligence creates a duplicate of the current report when you start drill mode, and you drill on the duplicate. This allows you to compare the results of the original report with the results you discover during your drill analysis.
Web Intelligence locale options

The locale determines how a Web Intelligence document displays data. It affects, for example, the formatting of numbers and the default sort order. Three locale settings combine to determine how Web Intelligence displays data:
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Locale Product locale
Description The locale in which InfoView displays data by default. The locale associated with a particular Web Intelligence document. When you save a document, the document locale becomes the current product locale or the preferred viewing locale. You can permanently associate a locale with a document. For more information, see To permanently associate a locale with a document on page 25. The locale in which you choose to view documents
Document locale
Preferred viewing locale
The product locale

The product locale is the locale that InfoView uses by default. You set the product locale in the Infoview General preferences.
To set the product locale 1. Click Preferences on the main InfoView toolbar. 2. Click General to display the general options. 3. Select the product locale from the Product locale list.
The document locale

The document locale is the locale associated with a particular document. By default, the document takes the product locale when you save a document, or the preferred viewing locale if this is different from the product locale and your settings give the preferred viewing locale priority. The document retains this locale until the next time it is saved, when it again takes either the product locale or the preferred viewing locale.
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You can permanently associate the current document locale with a document. For more information, see To permanently associate a locale with a document on page 25. The GetContentLocale() Web Intelligence function returns the document locale.
To display data using the document locale 1. Click Web Intelligence Preferences to display the Web Intelligence options. 2. Click Use the document locale to format the data beneath When viewing a document.
The preferred viewing locale

The preferred viewing locale is the locale that you choose to dislay data. The preferred viewing locale overrides the product locale if it is different from the product locale and your settings give the preferred viewing locale priority.
To set the preferred viewing locale 1. Click Preferences on the main InfoView toolbar. 2. Click General to display the general options. 3. Select the preferred viewing locale from the Preferred viewing locale list. 4. Click Web Intelligence Preferences to display the Web Intelligence options. 5. If you want data to be formatted using the preferred viewing locale, click Use my Preferred Viewing Locale to format the data beneath When viewing a document.
To permanently associate a locale with a document

1. In Web Intelligence Interactive, select Document > Properties from the menu to display the" Document Properties" dialog box. 2. Select Permanent regional formatting. 3. Save the document. The current document locale is associated permanently with the document and overrides the product locale and the preferred viewing locale.
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Creating and editing documents
Creating and editing documents To create a Web Intelligence document with the HTML Report Panel
To create a Web Intelligence document with the HTML Report Panel
Example:
To edit a Web Intelligence document with the HTML Report Panel

Depending on your security profile, you can edit how results appear on report tables and charts or edit the queries that make up the data definition of documents. 1. Make sure you are logged into InfoView. 2. On the InfoView home page, navigate to the document you want to open. You do this by clicking the folders in My Folders or Public Folders, or by entering a keyword or the title of the document in the Search box on the InfoView home page. 3. Click Modify below the document name. The document opens in the HTML Report Panel, as selected on your Web Intelligence Document Preferences page in InfoView. For more information on setting the HTML Report panel as your document editor, see To select the Web Intelligence query editor on page 21.
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Building and editing queries
Building and editing queries Creating and editing documents
Creating and editing documents

You create Web Intelligence documents by first selecting a universe in InfoView. Each universe maps to a database containing corporate business information. When you connect to a universe, Web Intelligence automatically launches the document editor selected on the Web Intelligence Document Preferences page in InfoView. After you have selected a universe, you use the objects in the universe to build a query to return data from the database to your Web Intelligence document.
To select a universe
1. On the InfoView Home page, click the arrow next to New on the top toolbar. 2. Click Web Intelligence Document. 3. Click the title of the universe on which you want to create a document. Your selected query editor opens and displays the objects in the universe.
To edit a Web Intelligence document

1. Navigate to the document you want to open on the InfoView home page. 2. Click Modify below the document name. The document opens in the Web Intelligence document editor you selected in the InfoView preferences.
How universe objects map to data

Classes and subclasses
Objects are grouped into folders called classes. Each class can also contain one or more subclasses. Subclasses contain objects that are a further subcategory of the objects in the upper level of the class.
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Building and editing queries How universe objects map to data
The role of classes is to organize the objects into logical groups. When you create queries on the universe, classes help you to find the objects that represent the information that you want to use in a query.
Dimension object
A dimension object represents data that provides the basis for analysis in a report. Dimension objects typically retrieve character-type data, for example; customer names, resort names, or dates. Dimension objects appear as follows in the Web Intelligence query panel:
Detail object
A detail obect provides descriptive data about a dimension. A detail is always attached to the dimension for which it provides additional information. For example, [Age] is a detail object that is associated with the (Customer] dimension. Detail objects appear as follows in the Web Intelligence query panel:
Measure object
The measure object retrieves numeric data that is the result of calculations on data in the database. For example, [Revenue] is the calculation of the number of items sold multiplied by item price. Measure objects are often located in a Measures class. Measure objects appear as follows in the Web Intelligence query panel:
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Building and editing queries Building queries
There are two types of measure: classic measures - calculated by Web Intelligence smart measures - calculated by the database on which the universe is based In certain situations, smart measures impact the way in which Web Intelligence displays calculations. For more information on smart measures, see the Using Functions, Formulas and Calculations in Web Intelligence guide.
Building queries
To build and run a query in the HTML Report Panel
1. Click the + sign next to a class folder in the Universe Objects pane. The class expands to show the objects that belong to the class. 2. Double-click an object in the Universe Objects pane; or Drag an object from the Universe Objects pane and drop it onto the Result Objects pane; or select an object on the Universe Objects pane, then click >>. 3. Repeat the previous step for every object you want to include in the query. 4. The next step depends on whether you want to generate a default formatted report immediately to view the results or whether you want to design the document structure now and then generate the results with your personalized formatting.
Option Click Run. Description Do this to display the results corresponding to the query definition in a vertical table, containing data for all of the objects included on the query.
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Building and editing queries Building queries
Option Click the Report tab at the top of the HTML Report Panel, specify the structure of the document, and then click Run.
Description Do this to select a specific table or chart template for the data or insert additional reports and then allocate a sub-set of the query data to each report.
To add objects to a query in the HTML Report Panel

You must be on the Query tab of the HTML Report Panel. 1. Click + next to a class folder or double-click a class folder. 2. Double-click an object in the class you expanded or drag the object to the Result Objects pane or select the object then click >>.
To remove objects from a query in the HTML Report Panel

You must be on the Query tab of the HTML Report Panel. Drag the object from the Result Objects pane and drop it onto the Universe Objects pane or select the object then click <<.
To set query properties in the HTML Report Panel

1. On the Query tab, click the Expand Properties Zone button. The query properties options appear. 2. Set the properties.
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Building and editing queries Controllling how queries retrieve data
Controllling how queries retrieve data

Max retrieval time query property
Maximum time that a query can run before the query is stopped. This can be useful when a query is taking too long due to an excess of data, or network problems. You can set a time limit so a query can stop within a reasonable time.
Max rows retrieved query property

The Max rows retrieved query property determines the maximum number of rows of data that are displayed when a query is run. If you only need a certain amount of data, you can set this value to limit the number of rows of data in your document. Max rows retrieved does not operate at the database level. If you set Max rows retrieved to 1000, and your query returns 5000 rows, Web Intelligence initially retrieves all 5000 rows, before discarding 4000 and retaining only the first 1000 rows. The Sample result set query property also applies a restriction on the number of rows in the query, but at the database level. If you set Max rows retrieved to 2000 and Sample result set to 1000, the query retrieves a maximum of 1000 rows only. This setting can be overridden by the limits set by your administrator in your security profile. For example, if you set the Max rows retrieved setting to 400 rows, but your security profile limits you to 200 rows, only 200 rows of data will be retrieved when you run the query.
Retrieve duplicate rows query property

In a database, the same data may be repeated over many rows. You can choose to have these repeated rows returned in a query, or to have only unique rows returned.
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Building and editing queries Setting the scope of analysis
Setting the scope of analysis

Scope of analysis
The scope of analysis for a query is extra data that you can retrieve from the database to give more details on the results returned by each of the objects in a query. This extra data does not appear in the initial result report, but it remains available in the data cube, so you can pull this data in to the report to allow you to access more detail at any time. This process of refining the data to lower levels of detail is called drilling down on an object. In the universe, the scope of analysis corresponds to the hierarchical levels below the object selected for a query. For example, a scope of analysis of one level down for the object Year, would include the object Quarter, which appears immediately under Year. You can set this level when you build a query. It allows objects lower down the hierarchy to be included in the query, without them appearing in the Results Objects pane. The hierarchies in a universe allow you to choose your scope of analysis, and correspondingly the level of drill available. In the Java Report Panel and in Web Intelligence Rich Client, you can also create a custom scope of analysis by selecting specific dimensions for the Scope of Analysis pane.
Note: You cannot set the scope of analysis when working in query drill mode
because this drill mode causes Web Intelligence to modify the scope dynamically in response to drill actions.
Levels of scope of analysis

You can set the following levels for scope of analysis:
Level Description Only the objects that appear in the Results Objects pane are included in the query.
None
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Building and editing queries Setting the scope of analysis
Level
Description For each object in the Results pane, one, two, or three objects lower down the hierarchy tree are included in the query. The data from these objects is stored in the cube until you add them to the document.
One level down Two levels down Three levels down
Custom All objects added manually to the Note: This option is available in the Scope of Analysis panel are included Java Report Panel and in Web Intelliin the query. gence Rich Client only.
Including a scope of analysis in a document increases the document size significantly. This is because the data necessary for the scope you specify is saved with the document, even though it is not visible in the reports unless you start drill mode and drill down to the data to display the corresponding values. In order to minimize the size of documents and optimize performance, we recommend that you only include a scope of analysis in documents where you are certain that users will need to drill. We suggest the following method because it will be easier for you to set the scope of analysis seeing the hierarchy of the classes and objects.
To set the scope of analysis in the HTML Report Panel

1. On the Query tab, click the arrow next to the Scope of Analysis drop-down list box. 2. Select a level for the scope of analysis.
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Building and editing queries Query contexts
Query contexts
What is an ambiguous query?
An ambiguous query is a query that contains one or more objects that can potentially return two different types of information. In a universe, certain dimensions may have values that are used for two different purposes in the database. For example, the [Country] dimension in the query below can return two types of information: Customers and the country in which they spent their vacation. Customers and the country for which they have made their reservation.
The role that Country plays in this query is ambiguous. A country can be either the country where a vacation was sold, or a country where a vacation is reserved. One is existing information (sales), and the other is future information (reservations). To avoid ambiguities in a query, the universe designer identifies the different ways that objects can be used in the universe, and implements restrictions on how these objects can be combined. These restrictions are called contexts.
What is a context?
A context is a defined group of objects that share a common business purpose. This business purpose is usually the type of information that these related objects represent. For example, a sales context is a grouping of all the objects that can be used to create sales queries. A reservations context is a grouping of all the objects that can be used in reservation queries. Contexts are defined in a universe by the universe designer. You can combine any object within the same context to create a query. You can also combine objects in different contexts. If you use an object that is common to both contexts, Web Intelligence will try to determine the context that best fits the other objects in the query. If it cannot determine a context, you are prompted to choose the context that you want to apply to the query.
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Building and editing queries Query contexts
To choose a context when you run a query

Click the context in the Select a Context dialog box.
Choosing a context when you run a query

When you create a query or refresh a report, you may be asked to choose a context before the query can run. Contexts are set up in a universe to avoid ambiguous queries.
To choose a context when you run a query

Click the context in the Select a Context dialog box.
Reset contexts on refresh query property

When selected, you are prompted to choose a context each time a query requiring a context is run. When unselected, Web Intelligence retains the context specified the first time you run the query.
To reset contexts on query refresh in the HTML Report Panel

1. On the Query tab, click the Expand Properties Zone button.
The query properties options appear.
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Building and editing queries Using queries
2. Select Reset contexts on refresh.
Using queries
To run a query
1. 2. 3. 4. 5. Select the report objects. Define the scope of analysis Define query filters. Set query properties. Click Run.
To interrupt a query
When you interrupt a query, only partial data is returned to the document. The values displayed in the document do not accurately reflect the definition in the query. 1. On the "Waiting - Refresh Data" dialog box, click Cancel. The "Interrupt Data Retrieval" dialog box appears. 2. Click OK.
To remove a query
1. Select a the query you want to remove by right-clicking the appropriate Query tab.
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Building and editing queries Using queries
2. Click Remove.
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Table types in Web Intelligence
Table types in Web Intelligence Vertical table
A Web Intelligence report displays results in a block. You can format the block as a specific type of table.
Vertical table
Vertical tables display header cells at the top of the table and the corresponding data in columns. By default, the header cells display the names of the dimensions, details, and measures included in the table. The body cells display the corresponding values.
Horizontal table
Horizontal tables display header cells at the left of the table and the corresponding data in rows. By default, the header cells display the names of the dimensions, details, and measures included in the table. The body cells display the corresponding values.
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Table types in Web Intelligence Crosstab
Crosstab
Crosstabs display values for dimensions across the top axis and on the left axis. The body displays the values of a measure that correspond to the cross-section of the dimensions. For example, this crosstab displays values for [Quarter] across the top axis and displays values for [State] on the left axis. The body displays values that [Sales Revenue] for each quarter in each state.
You can include multiple dimensions in crosstabs. For example, this crosstab displays two dimensions. The values for the [Sales Revenue] measure are values each state by quarter for each line.
When you create crosstabs that include a dimension(s) in the body, the body cell values are calculated according to a multi-dimensional data model. The values displayed in the body are calculated according to all of the coordinates on the table axes, whether or not there is a row for the specific coordinate in the SQL result.
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Table types in Web Intelligence Forms
Forms
Forms are useful in your report if you want to display detailed information per customer, product, or partner. For example, a form is a useful way of displaying individual customer records with information such as the customer account, name, address, and so on. Forms are also useful for formatting address labels for envelopes.
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Allocating data to tables
Allocating data to tables To select a table or chart template
By default, when you define the query for a new document, Web Intelligence displays the results on a new report in a vertical table. You can select a different table or chart template before you run a new query to view the results. You can also modify an existing report by applying a different table or chart template.
To select a table or chart template

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. In the Report Definition pane, click the drop-down arrow next to the list box. The available templates are listed. 3. Select the template you want. If you select a chart, a second list box opens with each chart sub-type related to the chart type you chose in the original list box. Click the chart sub-type you want to display in the report. 4. Click Apply. Depending on the template you selected, one or more fields appear in the Report Definition pane.
If you select a... horizontal table vertical table crosstab form 2D chart 3D chart the following field(s) appear... columns rows columns, rows, and a body rows X-axis, Y-axis X-axis, Y-axis, and optionally a ZAxis
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Allocating data to tables To add an object to a table
If you select a... pie chart radar chart
the following field(s) appear... X-axis, Y-axis X-axis, Y-axis, and optionally a ZAxis
Once you have selected a template, you need to allocate each object to he rows and columns of a table or to the different axes of a chart.
To add an object to a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. The name of the selected report appears in the Current report drop-down list box. The objects included in the document are listed in the Result Objects pane. The selected report may contain some or all of the objects in the document. 2. Leave the displayed report selected, or Select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. 3. Drag an object from the Result Objects pane and drop the object onto the Column, Row, Body, or Section of your choice, or click the radio button at the top of a Column, Row, or Body pane, and then in the Result Objects pane either double-click the object you want to add or click the >> button. The object appears in the selected area on the table 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
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Allocating data to tables To remove an object from a table
To remove an object from a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. The name of the selected report appears in the Current report drop-down list box. The objects included in the document are listed in the Result Objects pane. The selected report may contain some or all of the objects in the document. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the table appear positioned in the different areas of the report. 3. Drag an object from the Column, Row, or Body pane you want to modify, and then drop the object onto the Result Objects pane, or click the radio button at the top of a Column, Row, or Body pane, and then in the Result Objects pane either click the << button or Delete. The object is removed from the table. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
To reposition an object on a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list.
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Allocating data to tables To reorder the columns or rows on a table
The objects included in the report appear in the different areas of the table. 3. Drag an object from the Column, Row, or Body pane you want to move it from, and then drop the object onto the Column, Row, or Body pane where you want to move it. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
To reorder the columns or rows on a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the report appear in the different areas of the table. 3. In a Column, Row, or Body pane, drag the object you want to move above or below another object in the pane, or click the radio button next to the Column, Row, or Body pane that contains the objects you want to reorder. 4. Click the object you want to move, then click an arrow located to the right of the selected pane.
If an a... you want to move an object... to a column before another object, vertical table to a column after anoththe Move Right arrow. er object, then click...
the Move Left arrow.
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Allocating data to tables To reorder the columns or rows on a table
If an a...
you want to move an object...
then click...
to a row above another the Move Up arrow. object, horizontal table to a row below another the Move Down arrow. object, to a column before another object, the Move Up arrow.
to a column after anoththe Move Down arrow er object, to a row above another the Move Left arrow. object, crosstab to a row below another the Move Right arrow. object, in the body before anoththe Move Left arrow. er object, in the body after another the Move Right arrow. object,
The objects appear in the new order. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
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Chart types in Web Intelligence
Chart types in Web Intelligence Bar charts
A Web Intelligence report displays results in a block. You can format the block as a specific type of chart.
Bar charts
Bar charts display data in bar form, either vertically or horizontally. Bar charts are useful if you want to compare similar groups of data; for example one time period to another. There are five types of bar charts: grouped, bar and line, stacked, percent, and 3D.
2D bar charts include the optional Z-Axis. Including data on the Z-Axis enables you to show an additional break down of the results displayed on the chart bars. 3D bar charts do not include an axis legend. You can clearly see what information is displayed on the chart bars by looking at the axis labels.
Line charts
Line charts connect specific data values with lines, either horizontally or vertically. Line charts are useful if you want to show trends or changes in data over time. There are five types of line charts: mixed, stacked, percent, 3D, and 3D surface.
Area charts
Area charts are line charts in which the area between the lines and axis are filled in. Area charts are useful if you want to emphasize the size of the total data in a report, as opposed to the changes in the data. You may not want
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Chart types in Web Intelligence Pie charts
to use an area chart if you have a sharp contrast between specific data points. Use a line chart instead. You can use more than one measure object on the Y-axis as long as the measures are of the same type and scale; for example, Number of Guests, and Future Guests. There are five types of area charts: absolute, stacked, percent, 3D area, and 3D surface.
Pie charts
Pie charts display data as segments of a whole. Pie charts are useful if you want to show how each part of your report data contributes to the total. Pie charts have a single axis displayed on the body of the pie. This is the Y-Axis. Each segment of the pie chart displays a value for the measure on the Y-Axis. The pie chart legend indicates the dimension on the X-Axis. You can only include one measure object in a pie chart. If you have several measures in your report, you should choose another chart type. There are four types of pie charts: pie, 3D pie, ring, 3D ring.
Radar, polar and scatter charts

In radar charts, the X- and Y-axis connect at the charts center. Radar charts are useful if you want to look at several different factors related to one item. For example, you could use a radar chart to display revenue data for different services within a hotel. On one axis, you could display revenue for the rooms. On another you could display revenue for the restaurant, and so on.
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Chart types in Web Intelligence 3D charts
Scatter charts are similar to line graphs, except that the data points are plotted without a line connecting them. Scatter charts are useful if you want to make a comparison between specific data points. There are four types of radar, polar, and scatter charts: radar line, stacked radar, polar, and scatter.
3D charts
3D charts include three axes: the Y-Axis always displays values for measures (such as sales totals, margins, quantities and so on); the X- and Z-Axis display values for dimensions (that is, key indicators, such as time, geography, service lines, and so on). In the 3d bar chart displayed below, the chart bars display sales revenue per quarter, per year. The [Sales revenue] measure is on the Y-Axis, the [Quarter] dimension is on the X-Axis, and the [Year] dimension is on the Z-Axis
To see how this data is displayed in a 2D bar chart, see 2D charts on page 55.
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2D charts
The 2D bar chart below includes an optional Z-Axis with the values for quarter. Including data on the Z-Axis enables you to show an additional break down of the results displayed on the chart bars. The [Sales revenue] measure is on the Y-Axis, the [Year] dimension is on the X-Axis, and the [Quarter] dimension is on the Z-Axis. Notice that because the Z-Axis cannot be represented graphically on a 2D chart, the legend provides the information for the Z-Axis values.
To see the same data displayed in a 3D bar chart, see 3D charts on page 54.
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Allocating data to charts
Allocating data to charts To add objects to chart axes
Charts can have two or three axes. To add data to charts, you allocate dimension and measure objects to the axes. Measure objects are always plotted on the Y-axis, while dimension and detail objects can be plotted on the X- or Z-axis You can allocate dimensions, details, or measures to the chart axes.
To add objects to chart axes

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the document appear in the Result Objects pane. 3. Drag an object from the Result Objects pane and drop the object onto the axis of your choice, or click the radio button at the top of the axis pane where you want to insert the object, and then in the Result Objects pane either double-click the object you want to add or select an object and then click the >> button. The object appears in the appropriate axis pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
To remove an object from a chart axis

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in your chart appear on the axis.
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Allocating data to charts To reposition objects on a chart axis
3. Drag the object you want to remove from one of the chart axes and drop the object onto the Result Objects pane, or click the radio button at the top of the axis from which you want to remove the object, and then either press the Delete key or click the << button. The object no longer appears on the axis. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
To reposition objects on a chart axis

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the chart appear on each chart axis. 3. On one of the chart axis, select the object you want to move, then drag the selected object above or below the other object(s) on the axis; or select the radio button next to the chart axis that contains the object you want to move, then select the object and then click the Move up or Move down arrow located at the right of the Axis pane to move the selected object above or below the other object(s) on the axis.
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Allocating data to charts To reposition objects on a chart axis
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Grouping information with sections
Grouping information with sections To create a section on a report
Sections allow you to split report information into smaller, more comprehensible parts.
Example: Grouping quarterly revenue results into sections on a report
You are the regional sales manager in Texas. You receive a report showing 2003 annual revenue for stores in your region, broken down by cities and quarters.
City Austin Austin Austin Austin Dallas Dallas Dallas Dallas Houston Houston Houston Houston Quarter Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Sales revenue 314430 273608 294798 252644 215874 194689 204066 188791 572177 619924 533765 520332
To make a comparison of the results for each city per quarter, you set [Quarter] as a section value. The report is broken up into four separate sections by quarter. Q1
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City Austin Dallas Houston
Sales revenue 314430 215874 572177
Q2
City Austin Dallas Houston Sales revenue 273608 194689 619924
Q3
Q4
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You can create a single section or include multiple sections with subsections in a report. You can also remove and reposition sections within a report. You can create a section from one of two sources:
on a dimension already displayed on a table or chart on a dimension included in the document but not displayed on a table or chart
You cannot create a section with a measure object.
To create a section on a report

1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the document appear in the Result Objects pane. 3. Drag the object on which you want to create a section onto the Sections pane, or click the radio button next to Sections, then select the object on which you want to create the section, and then finally either double-click the object or click the >> button. The object appears in the Sections pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the results organized into the sections you specified, and each section cell displays one of the values returned by the object you selected for the section.
To create a subsection on a report

You can add subsections within sections in a Web Intelligence report. When you create a subsection, it sub-divides the information below the existing section.
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Grouping information with sections To remove a section from a report
1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in your query appear in the Result Objects pane. Any dimensions or details that you have set as sections appear in the Sections pane. 3. Drag the object on which you want to create a subsection onto the Sections pane and drop the object to the right of the existing section; or click the radio button next to Sections, then select the object on which you want to create the subsection, and then finally either double-click the object or click the >> button. The object appears to the right of any existing sections in the Sections pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. The report displays organized in sections and subsections as you specified.
To remove a section from a report

You can remove any section you have previously added to your report. When you remove a section, the report data that was split out according to the different values for the section is regrouped into a single table or chart. For example, if you remove a section on [Year] the modified report will display the data for all years in a single table or chart. 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list.
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Grouping information with sections To change the order of sections on a report
The objects included in your query appear in the Result Objects pane. Any dimensions or details that you have set as sections appear in the Sections box of the Report Definition pane. 3. Drag the object you want to remove from the Sections pane and drop the object onto the Result Objects pane; or click the radio button next to the Sections pane, then select the dimension or detail you want to remove from the Sections pane, and then either press Delete or click the << button. The dimension or detail no longer appears in the Report Definition pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the results without the sections you removed.
To change the order of sections on a report

You can change the order in which sections appear on a report. When you view report results in InfoView, subsections appear below the section(s) they detail. When you edit a report using the HTML Report Panel, however, subsections appear to the right of the sections they detail. 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The dimensions or details set as sections appear in the Sections pane. From left to right: the highest-level section is the first section on the Sections pane; the lowest-level section is the last section on the Sections pane. 3. In the Sections pane, drag the object you want to move to the left or right of another section; or click the radio button next to the Sections pane, then select dimension or detail you want to move, and then either click the Move Up arrow or the Move Down arrow to the right of the Sections pane.
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4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the results with the sections reordered, as you specified.
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Multi-report documents
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Multi-report documents To insert a report
Documents can contain one or multiple reports. This means you can display different sub-sets of document information on different report tabs.
Example: A multi-report document with global sales results, regional results, and individual store records
In this example, you are a sales analyst at the eFashion store. You want to distribute global and regional results to all sales managers and also provide them with store manager and address details for each store. You create a document with three reports:
a summary report with global sales results displayed on a chart a regional report divided into sections by region showing sales results, sum, and averages per region on a table a third report with store details presented on a form per store
When you view the document in InfoView, the report tabs appear at the bottom of your browser window. The reports and sections are indexed in the map.
To insert a report
1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. The name of the selected report appears in the Current report drop-down list. 2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. The name(s) of each report in the document appear here. 3. Click insert. The "Insert Report" dialog box appears. By default, Web Intelligence names the new report Report<number of reports>. 4. In the Name box, type a new name for the report, or leave the default name. 5. Click OK. Web Intelligence inserts the new report at the end of the document. 6. Click Close.
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Multi-report documents To duplicate a report
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The Report tab appears. The selected report is the new, blank report.
To duplicate a report
Instead of creating new reports from scratch, you can duplicate existing reports and then rename and modify the duplicates. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. The name of the selected report appears in the Current report drop-down list. 2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. The name(s) of each report in the document appear here. 3. Select the report you want to duplicate. The selected report is shaded darker than the other reports. 4. Click duplicate. The duplicate report appears in the "Manage Reports" dialog box. The duplicate has the same name as the original report followed by a number in brackets (1 for the first duplicate, 2 for second duplicate, and so on). 5. Click Close, or if you want to rename the duplicate, click Rename and then type a new name into the Name box, click OK, and then click Close. The Report tab appears. The selected report is the duplicate report.
To rename a report
When you create a new report, Web Intelligence names the report Report 1 by default. You can then rename the report to give the report a more meaningful name. If you have several reports, naming each report makes it easier to navigate through the document. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. The name of the selected report appears in the Current report drop-down list.
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Multi-report documents To move a report
2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. The name(s) of each report in the document appear here. The name(s) of the report(s) in the document appear on the dialog box. 3. Select the report you want to rename. The selected report is shaded darker than the other reports. 4. Click rename. The "Rename Report" dialog box appears 5. In the Name text box delete the existing name and type a new name for the report. 6. Click OK. The new report name appears in the "Manage Reports" dialog box. The report name does not appear in full, if the button for the report is shorter than the name. A ToolTip displays the report name in full. 7. Click Close. The Report tab appears. The selected report is the renamed report.
To move a report
You can change the order of reports in a document. This enables you to organize the document appropriately when you add or delete reports. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. The name of the selected report appears in the Current report drop-down list. 2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. 3. Select the report you want to move. The selected report is shaded darker than the other reports. 4. Drag the selected report to a new position in the document. A red line indicates where the moved report will be inserted. 5. Release your cursor.
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Multi-report documents To delete a report
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The report appears in the new position. 6. Click Close. The Report tab appears.
To delete a report
Web Intelligence documents contain at least one report. You can delete any additional reports from the document. When you delete a report, all the information the report contains is lost. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. The name of the selected report appears in the Current report drop-down list. 2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. 3. Select the report you want to delete. The selected report is shaded darker than the other reports. 4. Click delete or press the Delete key. A message appears asking you to confirm you want to delete the selected report. 5. Click Yes. The Manage Reports dialog box appears again. The report is deleted from the document. 6. Click Close. The Report tab appears. The selected report is the report before the deleted report.
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Multi-report documents To delete a report
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Saving documents
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Saving documents To save Web Intelligence documents in InfoView
To save Web Intelligence documents in InfoView

Before you can save a document, you need to run the query at least once. You save documents to InfoView, the enterprise business intelligence portal. Depending on whether you want exclusive access to documents or whether you want to share documents with other users, you can save documents to personal or public folders. 1. With the document open, click Save as (in the Java Report Panel) or Document > Save (in Web Intelligence Interactive) on the main toolbar above the displayed reports. The InfoView Save as page opens. 2. In the Name box, type the name of the document. 3. In the Description box, type a meaningful description of the document (optional). 4. In the Keywords box, type keywords that you or other users can use to search for the document in the future (optional). 5. Select the Folders tab and navigate to the folder where you want to save the document. 6. Select the Categories tab and choose the categories you want to associate with the document. 7. Select Permanent regional formatting to associate the document formatting locale permanently with the document. 8. Click Refresh on open to refresh the document data when the document is opened. 9. Click OK. The document is saved in InfoView.
To save updates to a document that has already been saved

With the document open, click Save on the main toolbar above the displayed reports.
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Saving documents To save a document with a new name or to a new category
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The document is saved with the same name and to the same category in InfoView as the first time the document was saved.
To save a document with a new name or to a new category

1. With the document open, click the arrow next to Document on the main toolbar above the displayed reports. 2. Click Save As. The InfoView Save page opens. 3. In the Title box, type the new title you want to give the document. 4. In the Description box, type a meaningful description of the document (optional). 5. In the Keywords box, type keywords that you or other users can use to search for the document in the future (optional). By default, the document is saved to the current location displayed in the Location box. 6. To save the document to the displayed location, leave the Location box unchanged, or To save the document to a different location, click Change... then, on the Select Folders page, select the folder where you want to save the document, and then click OK. 7. Next to Categories, select the Public or Personal folder where you want to document to be stored in InfoView. 8. Click OK. The document is saved in InfoView.
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Saving documents To save a document with a new name or to a new category
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Sorting the results displayed on reports
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Sorting the results displayed on reports
You can apply sorts to the values displayed in tables and sections to organize the order in which values are displayed in a report. The following sort orders are available:
Sort order Description This is sometimes referred to as the natural order. Depending on the type of data in the column or row, the results are sorted as follows: ascending numeric order for numeric data ascending chronological order for date Chronological order for months alphabetical order for alphanumeric data When selected, results are arranged in ascending order: The smallest value at the top of the column moving to the highest value at the bottom. For example: 100, 200, 300 or California, Colorado, Florida. When selected, results are arranged in descending order: The highest value at the top of the column moving to the smallest value at the bottom. For example: 300, 200, 100 or Florida, Colorado, California. Custom (available in the Java Report Panel) You define your own sort order.
Default
Ascending
Descending
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Sorting data in tables
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Sorting data in tables To sort values on a table
You can apply one or multiple sorts to a table and then prioritize the order of the different sorts applied to the table. You can apply sorts to any dimensions, measures, or details displayed on a table. Sorting dimensions and details helps you organize results chronologically, while sorting measures helps you see highest or lowest results at a glance. How the sorts are applied depends on whether the table includes a break. When you apply a sort to a table without breaks, the sort is applied to the selected row or column for the entire table. However, when you apply a sort to a table with breaks, the sort is applied to each break in the table. In the example illustrated here, a descending sort is applied to Sales revenue:
In the second table with breaks on the Year and Quarter column, the Sales revenue column is sorted from highest to lowest results in each break:
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Sorting data in tables To sort values on a table
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When you insert a break on a table, an ascending sort is added to the object you selected. You can change the sort order for each break.
To sort values on a table

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the block on the report (a table, crosstab, or form).
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Sorting data in tables To prioritize multiple sorts on a table
3. On the Result Preview pane, click the part of the block you want to sort. If you are working with a table or crosstab you can select the columns, or rows, or body. If you are working with a form you can select the title or value. The objects on the selected part of the block are listed in the Select an object to add/change/remove a property pane. 4. Select the object you want to sort. For example if you want to sort the sales revenue values so that the results display from the highest to lowest results, select [Sales revenue]. The selected object is shaded a darker color than the other objects. 5. In the Sort section of the properties options, select the sort order you want to apply to the selected object. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the sort to the selected column, row, or break.
To prioritize multiple sorts on a table

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the block on the report (a table, crosstab, or form). The pane to the right of the Result Preview pane displays the objects on the selected part of the block. 3. Click the Break and Sort Priority box on the Result Preview pane. The objects that have a sort applied to them appear in the Sort Priority pane. 4. Select the object you want to move up or down the sort order.
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5. Drag the object to a higher or lower position on the list, or Ccick the Move Up or Move Down arrow next to the Sort Priority pane You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the new sort order to the table.
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Applying sorts to sections
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Applying sorts to sections To sort values in a section
A section contains two elements: the section cell contains a value for a selected dimension or detail the section contains a block (table, chart, or form) displaying data grouped according to the value in the section cell
When you apply a sort to a section, you sort the values displayed in the section cells for that section. For example, if you apply a descending sort on the Year section in the above report, the first section cell and table will display data for 2002 and the next section cell and table will display data for 2001.
To sort values in a section

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. 3. Click the Section box in the Result Preview pane. 4. Select a sort option radio button next to Sort. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the sort to the results displayed in the report.
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Breaks
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Breaks Breaks defined
Breaks defined
A break is a division within a block in which data is grouped according to a selected dimension, detail, or measure into self contained sections. These sections are represented as smaller tables within the same block of data. You use breaks to display all the data for each unique value of an object in separate parts. Using breaks has two main advantages: You can more efficiently organize how your data is represented. You can display subtotals.
Breaks compared to sections

A section breaks up the data into multiple free-standing cells called section headers. Each section header contains one value for a dimension, with a block of data that corresponds to the dimension value. A break divides the data up within one block. One column contains the values for a dimension, detail, or measure, which are repeated for each other row of values in the block.
Default sort order in breaks

When you insert a break on an object, the values for the object are automatically sorted in ascending order as follows: If the values are numeric, the lowest value appears in the first row of the table, the highest in the last row. If the values are alphabetical characters, then the values are sorted in alphabetical order from top to bottom.
You can change this sort order at any time. You can set multiple breaks and set a sort priority on each break, so that you control how the data is displayed when you insert multiple breaks across several dimensions details, or measures.
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Breaks To insert a break
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To insert a break
1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report block. (A block is a table, form, or chart). 3. On the Result Preview pane, click the part of the block on which you want to apply or remove a break. If you are working with a table or crosstab you can select the columns, or rows, or body. If you are working with a form you can select the title or value. 4. Select the object on which you want to apply or remove the break. For example, if you want to break up the table values for each quarter, select [Quarter]. 5. The next step depends on whether you want to apply or remove a break. If you want to apply a break, select the Break check box. If you want to remove a break, unselect the Break check box. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
Break properties
You can define the following properties for a break:
Break property Show Break Header Description When selected, a header is displayed for each break.
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Breaks Break properties
Break property Show Break Footer
Description When selected, a footer is displayed for each break. When selected, a break is only inserted for each unique value of the selected break object. Each break starts on a new page.
Remove Duplicates
Start on new page
To set break properties

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report block. (A block is a table, form, or chart). 3. On the Result Preview pane, click the part of the block on which you want to apply or remove a break. 4. Select the break whose properties you want to set. 5. Select or clear break properties check boxes as required. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
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Using standard calculations in reports
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Using standard calculations in reports Standard calculations
Standard calculations
You can use standard calculation functions to make quick calculations on the data in Web Intelligence reports. The following standard calculations are available:
Calculation Sum Description Calculates the sum of the selected data. Counts all rows for a measure object or count distinct rows for a dimension or detail object. Calculates the average of the data. Displays the minimum value of the selected data. Display the maximum value of the selected data. Displays the selected data as a percentage of the total. The results of the percentage are displayed in an additional column or row of the table. Percentage Note: Percentages are calculated for the selected measure compared to the total results for that measure on the table or break. To calculate the percentage of one measure compared to another measure, you need to build a custom calculation. Applies the default aggregation function to a standard measure, or the database aggregation function to a smart measure.
Count
Average Minimum
Maximum
Default
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Using standard calculations in reports To insert or remove a calculation
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When you apply a standard calculation to a table column, the calculation result appears in a footer in the column. Web Intelligence adds a footer for the result of each calculation if you apply multiple calculations to the same column.
To insert or remove a calculation

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report block. (The blocks on which you can insert calculations are tables, crosstabs, or forms). 3. On the Result Preview pane, click the part of the block on which you want to insert a calculation. If you are working with a table or crosstab you can select the columns, rows, or body. If you are working with a form you can select the title or value. 4. On the pane to the right of the Result Preview pane, select the object on which you want to insert a calculation. The selected object becomes a darker shade than the other objects. A white check box appears next to the calculations you can insert for the selected object. Calculation check boxes are grayed out, if a calculation cannot be performed with the type of data on the selected object. 5. Select the calculation check box(es) for the calculation(s) you want to insert for the selected object. To remove a calculation, unselect the check box. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
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Using standard calculations in reports To insert or remove a calculation
The results of each calculation appear in the footer of the table. If the table includes breaks, the calculation results appear in the break footer. Percentage calculations appear in an additional column or row next to the values they calculate.
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The Result Preview pane
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The Result Preview pane provides a graphical preview of the structure of the selected report. You select an area of the report on the preview pane to apply your formatting changes. The following illustrations show how the Result Preview pane represents each block type on the report structure. This image shows a preview of a report with a vertical table:
This image shows a preview of a report with a horizontal table:
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This image shows a preview of a report with a crosstab:
This image shows a preview of a report with a form:
This image shows a preview of a report with a chart:
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Defining page size, orientation and margins
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Defining page size, orientation and margins To select the paper size
To select the paper size

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. 4. In the Paper Layout section click the arrow next to the Page size list box, and then select the paper size you want to apply to the report. Web Intelligence allocates pages to reports from left to right first, and then from top to bottom. This means that if a report is wider than the width of the paper size you defined, Web Intelligence inserts page breaks. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the selected paper size to the report.
To select the page orientation

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. 4. In the Paper Layout section click the arrow next to the Orientation list box.
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Defining page size, orientation and margins To set margins
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5. Select the orientation you want to apply to the report. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the selected orientation to the report page.
To set margins
1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. 4. In the Margins section, type a measurement for one or more margins. The measurement unit used for the position (for example, inches or centimeters) is specified in your locale. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the report with the page margins you specified.
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Defining page size, orientation and margins To set margins
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Displaying report titles
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Displaying report titles To display the report title
To display the report title

You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. 4. In the Report Title section of the options, select Show report title cell. The Report Title area appears in the Result Preview pane. 5. Click the Report Title area in the Result Preview pane. The Report Title Format options appear to the right of the Result Preview pane. 6. Type the report title into the Enter text here text box. 7. Set the formatting options you want for the report title. 8. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the report title with the formats you chose.
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Aligning tables and charts on the report page
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Aligning tables and charts on the report page To position a block on a report
To position a block on a report

You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. The options for positioning the block, are named according to whether the block in the report is a table, crosstab, chart, or form. 4. In the Position text box, type the distance you want to position the block from the left of the report margin. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. The measurement unit used for the position is specified in your locale. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the position you specified to the report block.
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Formatting sections
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Formatting sections To format a section
To format a section
You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. Click Section(s) on the Result Preview pane. 4. To select the section you want to format, click on the object on which the section is based. The selected section becomes more darkly shaded. 5. Set the formatting options for the section. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
To format a section cell

You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list.
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Formatting sections To set the page layout for a section
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The Result Preview pane displays the structure of the report. 3. Click Section Cell(s) on the Result Preview pane. 4. To select the section cell you want to format, click the object on which the section is based. The selected object becomes more darkly shaded, and the section cell formatting options appear. 5. Set the formatting options you want for the selected cell. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the section cell(s) with the format(s) you specified.
To set the page layout for a section

You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. Click Sections on the Result Preview pane. The objects on which there are sections, appear in the pane to the right of the Result Preview pane. 4. To select the section for which you want to set page layout, click an object. 5. In the Others section select the appropriate options. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the properties to the selected section(s).
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Formatting sections To set the page layout for a section
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Formatting page headers and footers
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Formatting page headers and footers To display or hide a header or footer
To display or hide a header or footer

You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. You define the page headers and footers in the Headers section of the Report Format options. 4. Show or hide the page headers and footers as appropriate. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence shows or hides the report header as you specified.
To specify cell contents for headers and footers

You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Verify that the header or footer you want to format is displayed on the report. 2. Click Page Header or Page Footer on the Result Preview pane. The three cells you can use to display information, in the selected header or footer, appear in the Page Header Format or Page Footer Format pane.
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Formatting page headers and footers To set the height and background color of headers and footers
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3. Select the cell you want to use to display information. 4. In the Enter text here pane type the text or special field you want to appear in the selected header or footer cell. The following table provides the special fields you can use:
To display... for example, type... [page]
the page number of the 1 current report page, the total number of pages in the current re- 50 port, the page number of the current report page over 1/50 the total number of pages in the report text before or after the page number, Page: 1
[pages]
[page]/[pages]
Page: [page]
5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
To set the height and background color of headers and footers

You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure the header or footer you want to format is shown on the report. 2. Click Report on the Result Preview pane. You define the height and background color in the Headers section of the Report Format options. 3. Set the height and background color. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
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Formatting page headers and footers To format a page header or footer cell
To format a page header or footer cell

You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure the header or footer you want to format is shown on the report. 2. Click Page Header or Page Footer on the Result Preview pane. The three cells you can use to display information, in the selected header or footer, appear in the Page Header Format or Page Footer Format pane. 3. Select the cell you want to format. 4. Set the formatting options you want to apply to the selected header or footer. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the report header and footers with the formats you specified.
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Formatting hyperlinks
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Formatting hyperlinks To format hyperlinks
Some reports contain hyperlinks to web pages or other Web Intelligence documents. You can modify the color of the hyperlinks. The color you select is applied to all of the hyperlinks in the report.
Note: You need to use the Java Report Panel to insert hyperlinks into Web
Intelligence reports.
To format hyperlinks
1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. Click Report on the Result Preview pane. 4. In the Format section of the report options, select a hyperlink color from the drop-down list box. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the hyperlinks on the report in the color you selected.
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Formatting vertical and horizontal tables
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Formatting vertical and horizontal tables Formatting options for vertical and horizontal tables
Formatting options for vertical and horizontal tables

The following custom formatting options are available for vertical and horizontal tables: font style, color, and alignment of the cell values width and height of columns and rows background color for columns and rows, or for the entire table border color and thickness around the cells in specific columns and rows number and currency format for cell values displaying numeric or date/time data
To format a table
1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the table. 3. To select the area of the table you want to format, click Columns, Rows, or Body on the Result Preview pane. 4. Click the object corresponding to the data you want to format. For example, if you want to format how the Sales revenue results display on the table columns, click the [Sales revenue] object. 5. Specify the custom formatting options you want to apply. 6. If you want to apply the formatting changes to all the objects in the selected column, row, or body click Apply All. 7. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
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Formatting crosstabs
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Formatting crosstabs Formatting options for crosstabs
Formatting options for crosstabs

The following custom formatting options are available for crosstabs: font style, color, and alignment of the cell values width and height of columns and rows background color for columns and rows, or for the entire crosstab border color and thickness around the cells in specific columns and rows number and currency format for cell values displaying numeric or date/time data
To format a crosstab
1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the crosstab. 3. To select the area of the crosstab that you want to format, click Columns, Rows, or Body on the Result Preview pane. The object(s) included on the selected part of the crosstab appear on the pane to the right of the Result Preview pane. Each object represents a type of data included on the selected columns, rows, or body. 4. Click the object corresponding to the data you want to format. For example, if you want to format how the values of each quarter (Q1, Q2, and so on) display on the crosstab columns, click the [Quarter] object. 5. Specify the custom formatting options you want to apply. 6. If you want to apply the formatting changes to all the objects in the selected column, row, or body click Apply All. 7. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once.
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Formatting crosstabs Formatting options for crosstabs
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Web Intelligence applies the formatting changes to the report results.
To display headers in a crosstab

You can show or hide headers on crosstabs. Unlike other tables, crosstabs do not automatically display headers with the names of the dimensions, details, and measures they include. You can choose to show or hide headers that display the labels of the dimensions, measures, and details of the cell values. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the crosstab. 3. Click the Report area in the Result Preview pane. The Report Format options appear to the right of the Result Preview pane. The show or hide header options appear in the Crosstab section of the options. 4. If you want to display the headers, select the Show object name check box. If you want to hide the headers, unselect the Show object name check box. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
To center column values on a crosstab header

Crosstabs with several dimensions on an axes or with several measures in the body do not center repeated values across the column or row. You avoid this by adding breaks and centering duplicate values on each break.
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Formatting crosstabs Formatting forms
1. With the Properties tab open, select Columns on the Result Preview pane. 2. In the pane to the right of the Result Preview pane, select the object whose values you want to center. 3. Check Break, Remove duplicates, and Center value across break. When you run the report, the repeated values for the selected object appear once and are centered.
Formatting forms
Formatting options for forms
The following custom formatting options are available for forms: font style, color, and alignment of the cell values width and height of the title cells and value cells background color for specific title or value cells, or for the entire form border color and thickness around the cells in specific title or value cells number and currency format for cell values displaying numeric or date/time data
To format a form
1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. To select the area of the form that you want to format, click Title or Value area in the Result Preview pane.
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The object(s) included on the selected part of the form appear on the pane to the right of the Result Preview pane. Each object represents a type of data included on the selected title or values. 4. Click the object corresponding to the data you want to format. For example, if you want to format how the store name appears on the title cells of the form, click the [Store name] object. 5. Specify the custom formatting options you want to apply. 6. If you want to apply the formatting changes to all the objects in the selected title or value click Apply All. 7. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
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Formatting charts in the HTML Report Panel
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Formatting charts in the HTML Report Panel Formatting options available for charts
Formatting options available for charts

Formatting options for 2D bar charts
2D charts include an optional axis legend that lists the values displayed on the bars or lines.
In example illustrated here, a 2D bar chart includes the optional Z-axis. Including data on the Z-axis enables you to show an additional break down of the results displayed on the chart bars. The [Sales revenue] measure is on the Y-axis, the [Year] dimension is on the X-axis, and the [Quarter] dimension is on the Z-axis.
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Formatting charts in the HTML Report Panel Formatting options available for charts
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Formatting options for 3D charts

3D bar charts do not include an axis legend. You can clearly see what information is displayed on the chart bars by looking at the axis labels. The following example shows a 3D bar chart.
In the example illustrated here, the chart bars display sales revenue per quarter, per year. The [Sales revenue] measure is on the Y-axis, the [Quarter] dimension is on the X-axis, and the [Year] dimension is on the Z-axis.
Formatting options for pie charts

Pie charts have a single axis displayed on the body of the pie. This is the Y-axis. Each segment of the pie chart displays a value for the measure on the Y-axis. The pie chart legend indicates the dimension referred to by the measure.
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Formatting charts in the HTML Report Panel Personalizing chart formats
In the example illustrated here, the 3D pie chart shows sales revenue per year. The measure on the Y-axis is [Sales revenue] and the dimension displayed on the legend is [Year]. Like 2D pie charts, 3D pie charts display measures for a single dimension. The graphical design of 3D pie charts, however, gives a three dimensional appearance.
Personalizing chart formats

Chart formatting options
You can personalize the formatting properties of the following areas on a chart: chart size, background, and border choose a color and a border line size data show or hide the data values and format the font size, style, and color legend format the legend text and define a background and border style chart axes format the values and labels, and define the axis scale and marker frequency number format select a number format for numbers, currency, time, or dates
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To change the chart size

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, select the data area of the chart. The Chart Format options for chart data, appear to the right of the Result Preview pane. 4. In the Size section, type the measurement value(s) you want for the chart width and chart height into the Width and Height text boxes. The measurement unit used for the position (for example, inches or centimeters) is specified in your locale. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
To format the chart background and border

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, select the data area of the chart.
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The Chart Format options for chart data, appear to the right of the Result Preview pane. 4. In the Background section of the options, click the arrow next to the Color list box, then select a color from the drop-down list or select No Fill to remove a background color from the chart. 5. In the Border section of the options, click the arrow next to the Color list box, then select a color from the drop-down list. 6. Click the arrow next to the Size list box, then select a border size from the drop-down list or select None to remove a border from the chart. 7. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
Displaying data values

The data in charts is displayed in the bars, lines, segments, or markers on the chart body. By default, Web Intelligence displays the data on the chart graphically, but hides the values. You can opt to show the values on the chart body and then define how the values are formatted. Showing the data values is particularly useful for pie charts because, unlike bar, line, and scatter charts, pie charts have no axis scale. The following illustration shows two versions of the same 3D pie chart. The first version has the data values hidden. The second version has the data values shown.
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On pie charts, you can also show the data values as percentages.
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To show and format data values 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.
2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, select the data area of the chart. The Chart Format options for chart data, appear to the right of the Result Preview pane. If chart is a pie chart, the option Show in percentage appears. This option to display chart values as percentages is not available for other chart types. 4. To show the data values on the chart, select Show data values. To hide the data values on the chart, unselect Show data values.
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5. If the selected chart is a pie chart and you want to display the data values as percentages, select Show in percentage. 6. Click the arrows on the list boxes next to Font to select the font style, size, and color from the drop-down lists, and either select or unselect the Underline check box as appropriate. 7. Click the arrow on the list box next to Color to select a color for the values. 8. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
To format the chart legend

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Legend. The Legend Format options appear to the right of the Result Preview pane. 4. In the Text section, format the text font style, size, color, by clicking the arrows next to the Font and Color list boxes and selecting the formats from the drop-down lists. 5. To wrap, underline, or strikethrough text select the appropriate check boxes. 6. In the Background section of the options, click the arrow next to the Color list box, then select a color from the drop-down list or select White to remove a background color from the legend. 7. In the Border section of the options, click the arrow next to the Color list box, then select a color from the drop-down list. 8. Click the arrow next to the Size list box, then select a border size from the drop-down list or select None to remove a border from the legend.
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9. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
Formatting chart axes

To format axis values
1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis. The Axis Format options for the selected axis appear to the right of the Result Preview pane. 4. In the Value section, format the text font style, size, color, by clicking the arrows next to the Font and Color list boxes and selecting the formats from the drop-down lists. 5. If you want to format X-axis and Z-axis values to display at an angle, click the arrow next to the Orientation list box and select the appropriate orientation from the list. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
To format axis labels

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box.
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A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis. The Axis Format options for the selected axis appear to the right of the Result Preview pane. 4. In the Label section, format the text font style, size, color, by clicking the arrows next to the Font and Color list boxes and selecting the formats from the drop-down lists. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
To format the axis scale

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis. The Axis Format options for the selected axis appear to the right of the Result Preview pane. 4. Select the appropriate options.
If you want to... Show the axis values, then select... select Axis Value.
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If you want to...
then select...
Display the values at an automatic frequency depending on the number select Auto Frequency. of values along the axis, unselect Auto Frequency and then type a number into the frequency text box. (For example, if you want the values to display on the axis in units of 100, then type 100).
Set the frequency at which values display on the axis,
Display the axis scale as a logarithmic scale (Web Intelligence recalculates the values as powers of ten, select Logarithmic Scale. based on the range of data plotted on the chart),
5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
To select a number format for axis values

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis. The Axis Format options for the selected axis appear to the right of the Result Preview pane.
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4. Click the arrow next to the Number format list box, and then select the appropriate format from the drop-down list. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results.
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Keyboard shortcuts for accessibility in the HTML Report Panel
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Keyboard shortcuts for accessibility in the HTML Report Panel Configuring JAWS
Configuring JAWS
Screen reading software, such as JAWS, is used to read and navigate the InfoView and Web Intelligence HTML Report Panel interface, as well as online documentation. To use assistive technology, such as JAWS, you need to contact your System Administrator to configure your computer system. Installing JDK 1.4 will not be sufficient. Business Objects provides ToolTips in the Web Intelligence HTML Report Panel to read crucial link descriptions. In order to use these ToolTips, you will have to configure JAWS to read and navigate links. For information on configuring JAWS, see:
http://www.freedomscientific.com/HTML_challenge/files/links_chal lenge.html
Reading links
Business Objects provides ToolTips in the Web Intelligence HTML Report Panel to read crucial link descriptions. In order to use these ToolTips, you will have to configure JAWS to read and navigate links. For information on configuring JAWS, see:
http://www.freedomscientific.com/HTML_challenge/files/links_chal lenge.html
Logging in and selecting the HTML Report Panel as your document editor
To log in to InfoView
Before logging into InfoView, you need to launch your web browser and open the InfoView login page. 1. Type the InfoView URL into the browser address bar.
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Keyboard shortcuts for accessibility in the HTML Report Panel Logging in and selecting the HTML Report Panel as your document editor
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2. Press Enter. The InfoView log in page appears. 3. Press the Tab key until you reach the Login button. 4. Press Enter. Your cursor moves to the Name text box. 5. Type your user name. 6. Press the Tab key once. Your cursor moves to the Password text box. 7. Type your InfoView password. Your BusinessObjectss administrator can provide you with the correct password. 8. Press Enter. The InfoView home page opens. You are ready to select the Web Intelligence HTML Report Panel as your document editor.
To select the HTML Report Panel as your document editor

Before selecting the HTML Report Panel, you must have logged into InfoView. 1. Press the Tab key until you reach the Options button. 2. Press Enter. The Options page opens. 3. Press the Tab key until you reach Create/Edit tab, then press Enter. The Create/Edit options page opens. 4. Press the Tab key until you reach the Web Intelligence option in the Document Type section of the Create/Edit options page. 5. Press the Down arrow and/or Up arrow until Web Intelligence is selected. 6. Press the Tab key until you reach the Java Report Panel option in the Web Intelligence Documents section of the Create/Edit options page. 7. Press the Down arrow and/or Up arrow until HTML Report Panel is selected. 8. Press the Tab key once to reach the OK button.
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Keyboard shortcuts for accessibility in the HTML Report Panel Creating and editing Web Intelligence documents
9. Press Enter. The InfoView home page opens again. You are ready to create or edit a Web Intelligence document.
Creating and editing Web Intelligence documents

To create a new Web Intelligence document
1. On the InfoView home page, press the Tab key until you reach New Document. 2. Press Enter. The list of universes opens. 3. Press the Tab key until you reach the name of the universe on which you want to build the document. 4. Press Enter. The HTML Report Panel launches and the Query tab opens. The objects on the selected universe are listed in the Universe Objects pane. You select objects to build a query. The query defines the data content of the document.
To edit a Web Intelligence document

1. On the InfoView home page, press the Tab key until you reach the name of the document category or document storage area where the document is stored. 2. Press Enter. 3. If the document is stored within a category, press the Tab key until you reach the appropriate category, then press Enter. If the document is not stored within a category, press the Tab key until you reach All Documents then press Enter. The documents are listed. 4. Press the Tab key until you reach the name of the document you want to edit.
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Keyboard shortcuts for accessibility in the HTML Report Panel Navigating the HTML Report Panel frames
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5. Press the Enter key. The document opens. 6. Press the Tab key until you read the Edit link, then press Enter. The document opens in Edit mode within the HTML Report Panel.
Navigating the HTML Report Panel frames

Overview of the browser window frames
To enable navigation using keyboard shortcuts, your web browser window is divided into four frames. Each frame stretches from left to right.
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Frame
Description
Contains the five toolbar buttons you use to navigate InfoView. From left to right: Home the InfoView home page MyInfoView personalized portal page Options select your preferred format and functionality here 1. BusinessObjects Enterprise InfoView Help access to online help, guides, and multimedia demos Logout end each InfoView
session by logging out here

This frame remains unchanged wherever you navigate Displays the tabs available to you on the HTML Report Panel. The maximum number of tabs are: Query tab you define the data content for the document here Query Filters tab you define filters and prompts for the document here Report tab you define the structure of reports here Report Filters tab you define filters for individual reports here Properties tab you define breaks, sorts, and calculations for reports here Format tab you define formatting for reports here The content of this frame remains unchanged when you work within the HTML Report Panel. 3. The body of the selected tab
2. Tab selection frame
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Frame
Description Contains the report panel buttons: Back takes you to the previous tab. (This button is grayed out on the Query tab.) Next takes you to the next tab. (This button is grayed out on the Format tab.) Run or Apply runs the query the first time you generate the document; applies modifications if you are editing a document you have already run The content of this frame remains unchanged when you work within the HTML Report Panel.
4. Navigation frame
Navigating from frame to frame

The following table tells you how to navigate between the frames on the browser window and how to select each option within a frame.
If you want to... move to the next frame, move to the previous frame, use the following shortcut... Ctrl+Tab Ctrl+Shift+Tab
select the next element within a frame, Tab
Navigating between the report panel tabs

Depending on your security profile, the Web Intelligence HTML Report Panel provides up to six tabs positioned at the top of the report panel. You use
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these tabs to define the query for a document and to define the reports the document contains. In addition, the bottom of the report panel provides three buttons; for additional navigation between the tabs and for running queries or applying modifications.
Note: To view all the tabs available to you, select the More Report Options
check box at the top right of the report panel.
Selecting a tab
The HTML Report Panel tabs provide all the options you need to define the data content, structure, and properties of a Web Intelligence document.
The following table provides the keyboard shortcuts for accessing each tab:
To navigate to the... Query tab Query Filters tab Report tab Report Filters tab Properties tab Format tab use the following shortcut... Ctrl+Shift+q Ctrl+Shift+q then Ctrl+Shift+n Ctrl+Shift+r Ctrl+Shift+r then Ctrl+Shift+n Ctrl+Shift+p Ctrl+Shift+f
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Using the Back and Next buttons to navigate between tabs

You can also navigate the report panel from tab-to-tab using the Back and Next buttons. The following table provides the keyboard shortcuts for using the Back and Next buttons.
To select the... Next button Back button use the following shortcut... Ctrl+Shift+n Ctrl+Shift+b
Navigating the Query tab

The Query tab is where you define the data content and query properties for the document. To select the Query tab, press Ctrl+Shift+q To move to the next item in the frame, press the Tab key To move to the previous item in the frame, press Shift+Tab
Building queries using keyboard shortcuts

The following table lists the keyboard shortcuts that enable you to manipulate the objects you want to add or remove from the query and select the query properties.
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Task
Shortcuts Press the Tab key until you reach the Universe title in the Universe Objects pane. Press Ctrl+Enter. The universe expands and the class folders appear. Press the Down arrow or Up arrow to select the folder, or Press the Tab key to move to a class folder, then press Enter to select it. Press Ctrl+Enter.
Expand the tree of class folders on the Universe pane.
The class folder expands. With the cursor positioned on an item in the Universe Objects pane: Press the Down arrow or Up arrow to select the object, or Press the Tab key until you reach the object, then press Enter to select the object. Press Enter. The object is added to the Query Filters pane. Select an operator for the filter. To maximize the list of operators, press the Alt+Down arrow. Press the Down arrow or the Up arrow to until you reach the appropriate operator on the list. Press Enter. Press the Tab key until the operators are selected.
Select an object to be filtered and add the object to the Query Filters pane.
The operator is selected.
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Task
Shortcuts Press the Tab key until the Constant radio button is selected. Press the Space bar: f the Constant option was not already selected, pressing the Space bar selects the option If the Constant option was already selected, pressing the Space bar unselects the option Verify that the Constant radio button is selected. Press the Tab key until the Value1 text box is selected, then type the value(s) for the filter. If you type more than one value, each value must be separated by a semi-colon (;). For filters based on operators that require two values, such as the Between operator, you need to type the second value into the Value2 text box: Press the Tab key until the Value2 text box is selected, then type the value.
Make the filter a standard filter based on a constant value.
Type a constant to specify the filter val ue.
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Task
Shortcuts Press the Tab key until the Prompt radio button is selected. If the Constant option is selected, you need to unselect it by pressing the Space bar and then press the Tab key to reach the Prompt option. Press the Space bar: If the Prompt option was not already selected, pressing the Space bar selects the option. If the Prompt option was already selected, pressing the Space bar unselects the option. Verify that the Prompt option is selected (see the preceding row in this table for information). Press the Tab key until you reach the with List of Values check box. Press the Shift bar.
Make the filter a prompt and define the prompt message.
Make the prompt message display the List of Values.
The List of Values check box is selected. First you need to define the filter or prompt (see the preceding rows in this table for information). Once the filter or prompt is defined, press the Tab key until the OK button on the Query Filters pane is selected. Press Enter.
Add the newly defined filter or prompt to the Query Filters pane.
The filter appears listed in the pane below the Query Filters pane.
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Task
Shortcuts Press the Tab key until you reach the drop-down box next to Select an operator to combine multiple filters that displays the And or Or operator. To maximize the list of operators, press Alt+Down arrow. Press the Down arrow or the Up arrow to select a different operator, then press Enter.
Select And or Or to combine multiple filters.
The new operator combines the filters. Press the Tab key until you reach the filter you want to move in the Query Filters pane. To select the filter, press Enter, then: To move the filter up, press the Tab key until you reach the Move the selected object up arrow to the right of the Query Filters pane To move the filter down, press the Tab key until you reach the Move the selected object up arrow to the right of the Query Filters pane. Press Enter.
Change the order of multiple filters.
The selected filter is moved. Press the Tab key until you reach the filter you want to edit in the Query Filters pane. To select the filter, press Enter. You can edit the definition of the filter by pressing the Tab key until you reach the appropriate options in the Query Filters pane.
Edit a filter already listed on the Query Filters pane.
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Task
Shortcuts Press the Tab key until you reach the filter you want to remove. To select the filter, press Enter. Press Delete.
Remove a filter from the query.
The filter is removed from the query.
To generate the reports with the filters, press Ctrl+Shift+a.
Navigating the Properties tab

The Properties tab is where you can add breaks, sorts, and predefined calculations to the reports To select the Properties tab, press Ctrl+Shift+p To move to the next item in the frame, press the Tab key. To move to the previous item in the frame, press Shift+Tab.
Note: Depending on which part of the report you select, not all of the
properties options are available. For example, if you select a column that contains the names of States, the Sum, Average, and Percentage calculations are grayed out. The tab key does not move to grayed out options.
Defining breaks, sorts, and calculations using keyboard shortcuts

The following table lists the keyboard shortcuts that enable you to define these properties for reports.
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Task
Shortcuts Press the Tab key until you reach the zone on the Report Preview pane that represents the appropriate part of the report. Press Enter. The objects on the selected report area are displayed in the pane on the right of the Report tab. Press the Tab key until you reach the object on which you want to place the break, sort, or calculation. To select the object, press Enter. Press the Tab or Shift+Tab keys until you reach the Ascending or Descending option for sorts. Press the Shift bar to select the sort option. Press the Tab key until you reach the Ascending or Descending sort order check box currently applied. Press the Shift bar to unselect the option. Press Shift+Tab to move back to the Default sort order option. To select the Default order, press the Shift bar.
Select the part of the report and the object on which you want to add a break, sort, or calculation.
Apply an ascending or descending sort.
Remove a sort.
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Task
Shortcuts Press the Tab key until you reach the Break and Sort Priority zone on the Report Preview pane. Press Enter. The objects on which there are breaks are listed in the Sort Priority pane. Press the Tab key until you reach the object you want to move, then press Enter. To move the filter up, press the Tab key until you reach the Move the selected object up arrow to the right of the Sort Priority pane, or: To move the filter down, press the Tab key until you reach the Move the selected object up arrow to the right of the Sort Priority pane. Press Enter.
Prioritize multiple sorts.
The selected object is moved. Add a break. Press the Tab key until you reach the Break check box. To add a break and activate the break options, press the Space bar. Press the Tab key to reach the appropriate option and then press the Space bar: If the option was not already selected, pressing the Space bar selects the option. If the option was already selected, pressing the Space bar unselects the option.
Set break display properties (such as, Show break footer or Remove duplicates).
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Task
Shortcuts Press the Tab key until you reach the Break check box. To remove a break and deactivate the break options, press the Space bar. Press the Tab key until you reach the Break and Sort Priority zone on the Report Preview pane. Press Enter. The objects on which there are breaks are listed in the Break Priority pane. Press the Tab key until you reach the object you want to move, then press Enter. To move the filter up, press the Tab key until you reach the Move the selected object up arrow to the right of the Break Priority pane, or: To move the filter down, press the Tab key until you reach the Move the selected object up arrow to the right of the Break Priority pane. Press Enter.
Remove a break.
Prioritize multiple breaks on a report.
The selected object is moved. Press the Tab key until you reach the check box for the calculation you want to add. Press the Shift bar.
Insert a calculation.
The check box for the selected calculation is checked. The calculation will be applied to the values for the selected object when you run the report.
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Task
Shortcuts Press the Tab key until you reach the check box for the calculation you want to remove. To deactivate and remove the calculation, press the Shift bar .
Remove a calculation.
The check box for the selected calculation is unchecked. The calculation will not be applied to the values for the selected object when you run the report.
To generate the reports with the sorts, breaks, and calculations, press Ctrl+Shift+a.
Navigating the Format tab

The Format tab is where you can modify the formatting of individual reports. To select the Format tab, press Ctrl+Shift+f. To move to the next item in the frame, press the Tab key. To move to the previous item in the frame, press Shift+Tab.
Defining formatting for reports

The following table lists the keyboard shortcuts that enable you to define formatting for reports.
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Task
Shortcuts Press the Tab key until you reach the zone on the Report Preview pane that represents the part of the report you want to format. Press Enter. The objects on the selected report area are displayed in the pane on the right of the Report tab. Press the Tab key until you reach the object you want to format. To select the object, press Enter. Press the Tab key until you reach the check box or drop-down list for the formatting option you want to select, then: to select a check box, press the Space bar to maximize a drop-down list and select an option, press Alt+Down arrow, then use the Down arrow or Up arrow to highlight an option, then press Enter to apply the formatting properties to all of the objects in the selected area of the report, press the Tab key until you reach the Apply Format button, and then press Enter
Select an element of a report and select the object you want to format. (When you run the report, the formatting is applied to the cells and cell values that display the results for the selected object).
Select and apply a formatting property to the selected object(s).
o generate the reports with the sorts, breaks, and calculations, press Ctrl+Shift+a.
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Keyboard shortcuts for accessibility in the HTML Report Panel Third party shortcuts
Logging out
To log out of InfoView
1. Press the Tab key until you reach the Logout button on the InfoView toolbar. 2. Press Enter. The InfoView Logout page appears. 3. Press the Tab key until you reach the second Logout button near the end of the page. 4. Press Enter.
Third party shortcuts

The following section details information on the shortcuts available for third party applications used with Section 508 compliant InfoView and Web Intelligence.
JAWS Navigation Shortcuts
JAWS shortcuts are available for navigating InfoView and Web Intelligence. See http://www.freedomscientific.com for specific shortcuts for using JAWS software on desktop or laptop computers with InfoView. JAWS software is currently only available for windows.
Adobe Navigation Shortcuts
Adobe Acrobat 5.0 shortcuts are available for navigating InfoView. See http://www.adobe.com for specific shortcuts for using Adobe software with InfoView and Web Intelligence.
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Get More Help
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Online documentation library
Business Objects offers a full documentation set covering all products and their deployment. The online documentation library has the most up-to-date version of the Business Objects product documentation. You can browse the library contents, do full-text searches, read guides on line, and download PDF versions. The library is updated regularly with new content as it becomes available. http://support.businessobjects.com/documentation/product_guides/
Additional developer resources
http://devlibrary.businessobjects.com
Online customer support
The Business Objects Customer Support web site contains information about Customer Support programs and services. It also has links to a wide range of technical information including knowledgebase articles, downloads, and support forums. http://www.businessobjects.com/support/
Looking for the best deployment solution for your company?
Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in relational and multidimensional databases, in connectivities, database design tools, customized embedding technology, and more. For more information, contact your local sales office, or contact us at: http://www.businessobjects.com/services/consulting/
Looking for training options?
From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Find more information on the Business Objects Education web site: http://www.businessobjects.com/services/training
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Do you have a suggestion on how we can improve our documentation? Is there something you particularly like or have found useful? Drop us a line, and we will do our best to ensure that your suggestion is included in the next release of our documentation: mailto:documentation@businessobjects.com
Note: If your issue concerns a Business Objects product and not the
documentation, please contact our Customer Support experts. For information about Customer Support visit: http://www.businessobjects.com/support/.
Business Objects product information
For information about the full range of Business Objects products, visit: http://www.businessobjects.com.
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164
Index
C
calculations inserting in HTML Report Panel 95 removing in HTML Report Panel 95 classes 30 InfoView (continued) selecting document creation and viewing options in 19 Web Intelligence locale options 23
L
locale associating with a document 25
D
default universe 21 dimensions defined 31 document locale defined 24 displaying data using 25 documents saving in InfoView 76 selecting creation and viewing options 19 drill options hide drill toolbar option 22 prompt for additional data option 22 setting 21 start drill on duplicate report option 23 start drill on existing report option 23 start drill session option 23 synchronize drill on report blocks option 23
M
max rows retrieved query property 34
P
paper size selecting 102 preferred viewing locale defined 25 setting 25 product locale defined 24 setting 24
Q I
Infoview logging in to 18 InfoView accessing Web Intelligence from 18 logging out of 18 saving documents in 76 queries adding objects to in HTML Report Panel 33 building and running in HTML Report Panel 32 interrupting 39 removing 39 removing objects from 33
165
Index
queries (continued) running in HTML Report Panel 39 Query - HTML defined 14 query context choosing 38 query editor selecting 21 query editors Query - HTML 14 query properties max retrieval time 34 max rows retrieved 34 reset contexts on refresh 38 retrieve duplicate rows 34
S
scope of analysis setting in the HTML Report Panel 36 sections grouping information with 62 standard calculations 94 subclasses 30
U
universe selecting 30 selecting default 21
R
reports deleting in HTML Report Panel 73 displaying the report title 106 drilling on 13 inserting in HTML Report Panel 70 moving in HTML Report Panel 72 renaming in HTML Report Panel 71 viewing and printing 13
V
view format selecting 21
W
Web Intelligence and business intelligence 12
166

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Building reports using the Web Intelligence HTML Report Panel

Building reports using the Web Intelligence HTML Report Panel

Building reports using the Web Intelligence HTML Report Panel

Building and editing queries

Building reports using the Web Intelligence HTML Report Panel

To interrupt a query..............................................................................39 To remove a query................................................................................39 Chapter 5 Table types in Web Intelligence 41

Building reports using the Web Intelligence HTML Report Panel

Grouping information with sections

Sorting data in tables

To sort values in a section.........................................................................88

Building reports using the Web Intelligence HTML Report Panel

Defining page size, orientation and margins

To position a block on a report.................................................................108 Chapter 21 Formatting sections 109

To format a section..................................................................................110 To format a section cell............................................................................110

Building reports using the Web Intelligence HTML Report Panel

To format hyperlinks.................................................................................118 Chapter 24 Formatting vertical and horizontal tables 119

Building reports using the Web Intelligence HTML Report Panel

Building reports using the Web Intelligence HTML Report Panel

Building reports using the Web Intelligence HTML Report Panel

About Web Intelligence

How Web Intelligence performs business intelligence over the web

How Web Intelligence performs business intelligence offline

Interacting with Web Intelligence reports

Building reports using the Web Intelligence HTML Report Panel

About Web Intelligence Interacting with Web Intelligence reports

Viewing and printing Web Intelligence reports

Drilling on Web Intelligence reports

Performing on-report analysis

With On-Report Analysis you can:

Building reports using the Web Intelligence HTML Report Panel

About Web Intelligence Creating and editing Web Intelligence documents

Note: On-report analysis of Web Intelligence reports in Interactive view

Creating and editing Web Intelligence documents

Web Intelligence Query - HTML

Building reports using the Web Intelligence HTML Report Panel

About Web Intelligence Creating and editing Web Intelligence documents

Web Intelligence Java Report Panel

Web Intelligence Rich Client

Web Intelligence HTML Report Panel

Building reports using the Web Intelligence HTML Report Panel

About Web Intelligence Creating and editing Web Intelligence documents

administrator has deployed Web Intelligence in JSP mode.

Building reports using the Web Intelligence HTML Report Panel

Accessing Web Intelligence from InfoView

Accessing Web Intelligence from InfoView To log in to InfoView

To log out of InfoView

Building reports using the Web Intelligence HTML Report Panel

Accessing Web Intelligence from InfoView Web Intelligence InfoView options

Web Intelligence InfoView options

Building reports using the Web Intelligence HTML Report Panel

Accessing Web Intelligence from InfoView Web Intelligence InfoView options

Document creation option

Building reports using the Web Intelligence HTML Report Panel

Accessing Web Intelligence from InfoView Web Intelligence InfoView options

To select the Web Intelligence query editor

To select the Web Intelligence view format

To select a default universe for new documents

To set Web Intelligence drill options

Building reports using the Web Intelligence HTML Report Panel

Accessing Web Intelligence from InfoView Web Intelligence InfoView options

Hide drill toolbar option

Prompt when drill requires additional data option

Building reports using the Web Intelligence HTML Report Panel