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SUPER-USER FUNDAMENTALS
Overview of Business Objects (BOBJ), Basic Navigation,
and Creating & Formatting Reports
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Table of Contents
1. Introduction ............................................................................................................................ 4
1.1 The SuperUser Role ......................................................................................................... 4
1.2 Creating a PDF for Distribution ......................................................................................... 5
1.3 Saving a Report to Favorites or SuperUser Work Area Folders ........................................ 5
2. Design Mode Overview .......................................................................................................... 9
2.1 Accessing Design Mode.................................................................................................... 9
2.2 Available Objects .............................................................................................................. 9
2.3 Structure and Filters.........................................................................................................11
2.4 The Main Tool Bar ...........................................................................................................12
2.4.1 Left Side of Main Tool Bar-File Tab............................................................................13
2.4.2 Left Side of Main Tool Bar-Properties Tab .................................................................14
2.4.3 Report Elements Tab .................................................................................................15
2.4.4 Formatting Tab ..........................................................................................................17
2.4.5 Data Access Tab .......................................................................................................17
2.4.6 Analysis Tab ..............................................................................................................18
2.4.7 Page Setup tab ..........................................................................................................19
2.5 Viewing ModesPage and Quick Display .......................................................................21
2.6 Folding and Unfolding Report Data ..................................................................................22
2.7 Freezing Table Headers, Columns and Rows ..................................................................23
2.8 Tracking Changes in Data................................................................................................24
2.8 Drilling on Report Data .....................................................................................................27
3. Report Design Modifications .................................................................................................29
3.1 Columns in a Table ..........................................................................................................29
3.1.1 Add a Column ............................................................................................................29
3.1.2 Remove a Column .....................................................................................................30
3.1.3 Swap a Column .........................................................................................................30
3.1.4 Replace a Column .....................................................................................................30
3.2. Sections ..........................................................................................................................30
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1. Introduction
This guide provides the following information for City of Portland Web Intelligence (Webi) report
users who have the BOBJ Super User role:
Viewing Reports
How to execute basic edit (design) modifications in existing Webi reports to meet
bureau specific needs.
Note: Basic information on accessing, refreshing and viewing a Webi report is located in the
BOBJ End User Guide on the SAP Learning Center website. Please review that guide first if
you are new to Webi reports.
SAP Business Objects (BOBJ) is used to gather data from SAP, and Web Intelligence (Webi) is
the tool that is used to create web-based reports using the gathered data. Webi reports are built
using data that is refreshed nightly from SAP.
You can use the Java or HTML interface of SAP Business Objects Web Intelligence to perform
data analysis from the BI launch pad. You can choose which interface to launch by setting in
your Preferences settings in the BI launch pad.
Note: The screen shots in this guide are created with the HTML interface.
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Note: To request a report be promoted to your bureaus public folder, contact Chan Aaby:
chan.aaby@portlandoregon.gov
Step 2: Refresh the report, making changes to the prompts to generate the desired data.
Step 4: From here you can save the report to your desktop, print the report or e-mail to the
recipients directly from the PDF.
Note: The report must be in PDF format in order to print.
Users can access the report which can be useful if you are collaborating on the editing of a
report.
Step 1: Once you are logged into ireport.city, click on the Documents Tab at the top of the
page, open the Public Folders folder, and then the 1-SAP folder.
Step 2: Open any of the folders and right click on the report you want to edit.
Step 3: In the drop-down menu click on Organize>Copy.
Step 4: Choose the folder you wish to work in, either your Favorites folder or your Bureaus
Super User Workarea.
To access your Favorites folder click on My Documents and then My Favorites.
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To access your Super User Workarea, scroll to the bottom of the expanded 1-SAP folder in the
Public Folders, expand the Z-Super user workarea folder and then click on the folder for your
bureau.
Step 5: Once the folder you want to use is open, right click
in the report listing area of the folder and in the drop down
menu click on Organize>Paste. Your report is now available
for you to edit and to save the edits you make.
Note: In order for End-Users to access the edited report you must have it promoted to your
Bureaus folder in the 1-SAP folder. To request a report be promoted to your bureaus public
folder, contact Chan Aaby: chan.aaby@portlandoregon.gov
Step 6: If you want to delete the report, right click on the report and click on Organize>Delete.
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Once you are in Design mode, two new icons are available on the side panel:
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Option
Description
Undo
Redo
Cut
Copy
Paste
Remove
Edit
Edit query
Refresh Data
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Icon
Option
Description
Open
Open a document.
Save
Save As
Find
Export
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Icon
Option
Description
View
Document
Summary
Application
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Note: Some icons or buttons are context specific so are only available when you are in a
certain area of the report.
Icons
Sub Tab
Description
Tables
Cell
Section
Chart/Other
Tools
Position
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Icons
Sub Tab
Description
Linking
Table Layout
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Note: These icons work mostly the same as in a Word or Excel document.
Icon
Sub Tab
Description
Data Provider
Edit query
Purge all data within the report. To restore data user
has to refresh the report.
Open Prompts window to allow for choosing and
refreshing the available prompt filters.
Data Objects
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Icon
Sub Tab
Description
Filters
Data
Objects
Data
Tracking
Display
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Icon
Sub Tab
Description
Show or hide outline which provides the
ability to fold or unfold report elements.
Functions
Insert/Remove Calculations
Display or hide the formula bar under the
toolbars.
Icon
Sub Tab
Description
Report
Rename Report
Move Report
Page
Header
Footer
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Icon
Sub Tab
Description
Scale to Page
Margins
Display
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In Design document mode, you can access the different modes from the Main Tool Bar on the
Page Setup Tab > Display Subtab.
The Page view mode displays the page layout of reports, including page margins, headers, and
footers. Use Page view mode when you want to fine-tune the formatting of tables and charts
and the layout of report pages.
The Quick Display view mode is the default display mode.
It is a pagination mode that is based on the data, rather than the physical size of report pages.
The Quick Display view mode displays just the tables, reports, and free standing cells in
reports and displays a maximum number of records vertically and horizontally, depending on the
Quick Display settings. The Quick Display view mode also specifies the minimum page width
and height and the amount of padding around the edges of the report.
Because the Quick Display view mode restricts the number of horizontal and vertical rows, a
report might not contain all possible data. You can change the number of horizontal rows and
vertical rows displayed by changing the settings.
Use the Quick Display view mode when you want to focus on analyzing results, add
calculations or formulas, or add breaks or sorts to tables to organize results.
You can easily switch between the two modes by clicking on the icons.
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Result
Section
When a section is folded, section details are hidden and free cells only are
displayed.
Table or break
When a table or break is folded, the rows are concealed, and only
headers and footers are displayed. Tables must have headers and footers
to be folded and unfolded.
Vertical tables, horizontal tables and cross tables can be folded and
unfolded.
You can fold and unfold data in Reading and Design mode by activating the outline. Open a
Web Intelligence document.
1. Select a cell in the table.
2. Do one of the following:
In the Design mode, in the Analysis tab, select the Interact sub tab and click
Outline.
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The fold and unfold bars appear to the side of and above the report panel, depending on the
report structure. (see screenshot below).
3. Use the +/- or arrow icons on the bars, which
correspond to and are aligned with individual report
elements, to fold and unfold the report elements.
Vertical table
Horizontal table
Cross table
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Inserted data
Deleted data
Changed data
Increased values
Decreased values
To track changes:
1. Refresh and save your report in your Favorites folder or in the Super User Workspace if
you want other Super Users to access the report.
2. You can access the Track Changes icon in a variety of places
In any mode, click Track changes on the status bar at the bottom of the window.
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To compare the data with the last refresh, select Compare with last data refresh.
When you select this option, the current data becomes the reference data after each
data refresh. The report always shows the difference between the most recent data
and the data before the last refresh.
If this option is selected, the status bar displays Track changes: Auto-update.
To compare the data with a specific data refresh, select Compare with data refresh from
and select the date of the data refresh from the list.
When you select this option, the data refresh you choose becomes the reference
data. The report always shows the difference between the most recent data and the
data refresh you chose.
If this option is selected, the status bar displays Track changes: Fixed data.
4. Select the reports that you want to display data tracking from the Reports with data
tracking shown list.
5. Select Refresh data now to refresh the data when the dialog box closes.
6. Click OK to close the Data Tracking dialog box.
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The default settings for the changes that are tracked and how they are displayed are in the
screen shot below:
If you are in Design mode, you have the ability to change those options. You can choose the
elements you wish to track by checking and unchecking the boxes. You can also change the
formatting of how those changes are displayed. For numerical values you can change the
formatting and the % amount of increased or decreased value.
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In Design mode click on the Analysis Tab then the Interact subtab. Then click on the Drill
icon.
There are different ways to drill:
2. You can drill down by clicking on the link of the dimension you want to drill on:
You can drill up by clicking on the arrow in the right of the cell:
You can right-click on the cell you want to drill from and choose where you want to go using
the drop down menu.
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3. Once you have the report drilled to the level you want, you can save that version of the
report by taking a snapshot. Take a snapshot of the report by clicking on the snapshot
icon from the drop down menu on the drill icon. That snapshot will
appear in your document as with a new tab. If you are in Design
mode you can rename the report by right clicking the tab and
clicking on rename report.
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You can change the heading if you want by highlighting the heading and changing it in the
Function toolbar.
3.2. Sections
Another modification you can make to a report is to add and/or delete a section. Sections allow
you to split report information into smaller, more comprehensible parts and add totals or other
calculations to the sections. A section distributes 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. The sections sort numerically and alphabetically.
There are a few different ways you can add a section to an existing report.
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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. (See 3.3 for
detailed information on Breaks).
4. To add a section from an object that is not currently in a report, click on the Insert
Section tab.
Drag the field to the area between the header of the report and the report table.
5. Highlight the object you want to use to create sections from the available objects window
that opens and click on OK.
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Your report is now organized by sections by the object you chose. You can add totals to the
sections. (See 3.6 for information on how to add totals).
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2. Right-click the section in the Document Structure window and select Format Section
from the menu.
3.
4.
5.
6.
7.
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2. Select Report Elements > Behaviors > Hide on the Main Tool Bar to hide the section.
3. Select Report Elements > Behaviors > Hide When Empty to hide the section when it is
empty.
4. Select Report Elements > Behaviors > Hide When, select Hide when the following
formula is true, and type a formula in the box to hide the section when the formula is true.
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3.3 Breaks
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
Example of City of Portland reports that use breaks are the BA04 and BA06 reports. In the
report below the dimension Commitment Item Roll-Up & Description is repeated for each row of
values in the block.
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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 A to Z.
You can set multiple breaks across several dimensions details or measures and set a sort
priority on each break
2. In the Analysis tab, in the Display subtab, select Add Break from the Break dropdown list
or right click on the highlighted column, choose Break > Add Break.
The table is divided into as many mini tables as there are unique values in the column. Each
mini table has a footer.
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3. To change the priority of a break, select the dimension and click the Up or Down arrow
to move the dimension in the break priority.
4. To add a break, click Add and select the dimension on which you want to apply the
break.
5. To remove a break, select the dimension and click Remove.
6. To set the properties of a break, select the dimension and select the properties in the
opposite section in the dialog box.
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Description
Break header
Displays a header for each part of the table, crosstab, or form when
you insert a break.
Break footer
Apply Sort
Duplicate values:
Display all
Displays all values in the break, even when they are duplicated.
Duplicate values:
Display first
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Property
Description
Duplicate values:
Merge
Duplicate values:
Repeat first on
new page
Start on a new
page
Avoid page
breaks in block
Where possible, keeps each break section on the same page. This
option is not taken into account when a block is larger than one
page.
Repeat header on
every page
Repeats the header at the top of the table on every new page when
a table goes over onto a new page.
Repeat footer on
every page
Repeats the footer at the bottom of the table on every new page
when a table goes over onto a new page.
7. Click OK.
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3. Select the input control type. The list of control types is determined by the data type of
the report object.
4. Define the input control, select an input control, then set the properties.
Note: The available properties are determined by the control type.
Property
Description
Name
Description
List of values
The list of values available in the input control. You can use all values
of the report object on which the input control is based (the default) or
define your own custom list of values.
If you define a custom list of values for the report object, this setting
filters the data in the report element you assign to the input control
based on this list of values. Even when no values are selected in the
input control, any values not in the restricted list are excluded from the
report element filtered by the input control.
For example, if an input control based on the Fund dimension is
restricted to the values General Fund, a table filtered by the input
control shows data for General Fund only, even when no value is
selected in the input control.
If you deselect Use restricted List of Values, all values of Fund appear
in the table when no value is selected in the input control.
Allow selection of all This property allows you to show or hide the All Values option in an
values
input control. For example, you may want to hide the All values option
when the aggregation of the values makes no sense.
Filter operators
The operator that the input control uses to filter the associated report
elements.
Default values
The default values that the input control uses to filter the associated
report element.
Number of lines
The number of lines that the input control displays in the Input Control
pane. For example a list of five radio buttons with Number of lines set
to 3 displays only three radio buttons by default. You access the other
two radio buttons by using the scrollbar.
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5. Click Next.
6. In the Assign Report Elements panel, select the report elements you want the input
control to filter.
7. Click Finish.
The input control appears on the Input Controls pane.
3. Edit the input control properties in the Properties tab of the Edit Input Control dialogue
box.
4. Edit the report elements associated with the input control on the Dependencies tab.
5. Click OK to return to the document.
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The associated report elements are filtered based on the values you select.
rank the top and/or bottom n records by dimension (for example Commitment item)
based on the sum of a related measure (for example Actuals)
rank the top and/or bottom n% of the total number of records by dimension based on the
value of a related measure as a percentage of the total value of the measure
rank the top and/or bottom n records by dimension based on the cumulative sum of a
related measure
rank the top and/or bottom n records by dimension based on the value of a related
measure as a cumulative percentage of the total value of the measure
5. Select the measure on which the ranking is based in the Based on list.
6. Click Ranked By and select the dimension on which the ranking is based if you want to
rank by a particular dimension rather than by all dimensions in the block.
7. Select the rank calculation mode in the Calculation mode list.
8. Click OK.
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Parameter
Description
Top/Bottom
Based on
Ranked By
Calculation mode
The screen shot below shows a BA04 report with the following parameters applied.
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Note: Sorts applied to display rankings take precedence over sorts that you previously applied
to data. For example, if a list was previously sorted in alphabetical order the ranking sort
overrides the alphabetical order.
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Note: You cannot rank on an object whose values depend on the data order. This is because
the ranking changes the data order, which in turn changes the object data, which then requires
a recalculation of the ranking. The result is a circular dependency between the ranking and the
object that cannot be resolved.
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3.6 Calculations
When in Design mode you can add calculations to reports.
You can repeat this step to add multiple calculations to the same column.
A footer containing the result of the calculation is added below the column.
You can change the name that was added to the footer by highlighting the cell and changing the
name in the formula bar and then using formatting tools from the main menu to change font,
color, etc.
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