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Getting Started with WebIntelligence

BusinessObjects 6.5

Windows and UNIX

2
2

Getting Started with WebIntelligence

Copyright

Copyright © 2004 Business Objects. All rights reserved.

Trademarks Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and

other countries.

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

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

All other names mentioned herein may be trademarks of their respective owners.

Use restrictions

This software and documentation is commercial computer software under Federal Acquisition regulations, and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense. The use, duplication, or disclosure by the U.S. Government is subject to restrictions set forth in

subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at 252.227-

7013.

Patents

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

6,289,352.

Part Number

362-50-650-01

Contents

Getting Started with BusinessObjects

3
3

Preface

Maximizing your information resources

 

7

Information resources

 

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. 9

. Useful addresses at a glance

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Services

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11

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About this tutorial

 

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14

Lesson 1

Accessing a document and navigating reports

 

19

Logging into InfoView

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24

Setting your WebIntelligence viewing options

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27

Searching for a WebIntelligence document

 

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29

Navigating the reports

 

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33

Saving the document as an Excel spreadsheet

 

37

Logging out of InfoView

 

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41

Lesson 2

Working with prompts, filters, sorts, and drilling to more detail

 

43

Setting your WebIntelligence drill options

 

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46

Opening a corporate document

 

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48

Filtering a report to focus on a time period

 

51

Sort sales revenue results by state Drilling to more detailed information

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55

 

57

Printing a report

 

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60

Saving a document to a personal category

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62

Logging out of InfoView

 

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66

 

Contents

4
4

Getting Started with BusinessObjects

 

Lesson 3

Creating a new document

67

 

Setting your create/edit options

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70

. Filtering the query Creating a prompt

Building a query

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. Running the query to generate a report

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72

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78

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83

87

Saving the document as a corporate document

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93

Logging out of InfoView

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97

 

Lesson 4

Organizing the data in your document

99

 

. Group the report into sections for each quarter

Opening a document in Edit mode

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102

104

Add a break to a table to split out product line information

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106

Sort the sales revenue results to prioritize high results

 

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Add sum and average calculations

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111

Apply a currency format to cell values Saving your changes as a personal document

 

113

 

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116

Logging out of InfoView

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118

 

Lesson 5

Incorporating drill capabilities

119

 

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. Setting the scope of analysis for drill Testing the document drill capabilities

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Setting your drill options in InfoView Opening a document in Edit mode

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122

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124

127

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133

Saving the document as personal document

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137

Logging out of InfoView

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140

Contents

Getting Started with BusinessObjects

5
5

Lesson 6

Giving a document your corporate look

141

Opening a document in Edit mode

. Inserting a chart in a report

Naming the reports

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144

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148

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158

Defining the page layout of the report Formatting a chart title and legend Display alternate row colors in the table

. Inserting a company logo in the page header

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162

167

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169

Saving the document to InfoView Corporate Documents

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172

View the final document Logging out of InfoView

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175

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176

Appendix A

Installing the sample documents and data sources

 

177

Setting up the eFashion universe and data source

 

179

Setting up the sample documents

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181

. Allocating appropriate security rights to users

 

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191

Index

193

 

Contents

6
6

Getting Started with BusinessObjects

Contents

preface

Maximizing your information resources

preface Maximizing your information resources
8
8

Getting Started with WebIntelligence

Overview

Information, services, and solutions

The Business Objects business intelligence solution is supported by thousands of pages of documentation, available from the products, on the Internet, on CD, and by extensive online help systems and multimedia.

Packed with in-depth technical information, business examples, and advice on troubleshooting and best practices, this comprehensive documentation set provides concrete solutions to your business problems.

Business Objects also offers a complete range of support and services to help maximize the return on your business intelligence investment. See in the following sections how Business Objects can help you plan for and successfully meet your specific technical support, education, and consulting requirements.

Maximizing your information resources

Information resources

Getting Started with WebIntelligence

9
9

Whatever your Business Objects profile, we can help you quickly access the documentation and other information you need.

Where do I start?

The Documentation Roadmap references all Business Objects guides and multimedia, and lets you see at a glance what information is available, from where, and in what format.

View or download the Business Objects Documentation Roadmap at www.businessobjects.com/services/documentation.htm

Documentation Roadmap

You can access electronic documentation at any time from the product you are using. Online help, multimedia, and guides in Adobe PDF format are available from the product Help menus.

The full electronic documentation set is available to customers with a valid maintenance agreement on the Online Customer Support (OCS) website at www.businessobjects.com/services/support.htm

You can order printed documentation through your local sales office, or from the online Business Objects Documentation Supply Store at www.businessobjects.com/services/documentation.htm

Buy printed documentation

Search across the entire documentation set on the Business Objects Documentation CD shipped with our products. This CD brings together the full set of documentation, plus tips, tricks, multimedia tutorials, and demo materials.

Order the Documentation CD online, from the Business Objects Documentation Supply Store, or from your local sales office.

Search the Documentation CD

Information resources

10
10

Getting Started with WebIntelligence

Multimedia

Are you new to Business Objects? Are you upgrading from a previous release or expanding, for example, from our desktop to our web solution? Try one of our multimedia quick tours or Getting Started tutorials. All are available via the Online Customer Support (OCS) website or on the Documentation CD.

How can I get the most recent documentation?

You can get our most up-to-date documentation via the web. Regularly check the sites listed below for the latest documentation, samples, and tips.

Open to everyone, this is a regularly updated source of creative solutions to any number of business questions. You can even contribute by sending us your own tips.

www.businessobjects.com/forms/tipsandtricks_login.asp

Tips & Tricks

We regularly update and expand our documentation and multimedia offerings. With a valid maintenance agreement, you can get the latest documentation – in seven languages – on the Online Customer Support (OCS) website.

Product documentation

Developer Suite Online provides documentation, samples, and tips to those customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support (OCS) website.

Developer Suite Online

Send us your feedback

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: documentation@businessobjects.com

NOTE
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: www.businessobjects.com/services/support.htm

Maximizing your information resources

Services

Getting Started with WebIntelligence

11
11

A global network of Business Objects technology experts provides customer

support, education, and consulting to ensure maximum business intelligence benefit to your business.

How we can support you?

Business Objects offers customer support plans to best suit the size and

requirements of your deployment. We operate three global customer support

centers:

Americas: San Jose, California and Atlanta, Georgia

Europe: Maidenhead, United Kingdom

Asia: Tokyo, Japan and Sydney, Australia

Online Customer Support

Our Customer Support website is open to all direct customers with a current maintenance agreement, and provides the most up-to-date Business Objects product and technical information. You can log, update, and track cases from this site using the Business Objects Knowledge Base.

Having an issue with the product?

Have you exhausted the troubleshooting resources at your disposal and still not found a solution to a specific issue?

For support in deploying Business Objects products, contact Worldwide Customer Support at: www.businessobjects.com/services/support.htm

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,

For more information, contact your local sales office, or contact us at:

www.businessobjects.com/services/consulting.htm

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 website:

www.businessobjects.com/services/education.htm

Services

12
12

Getting Started with WebIntelligence

Address

Content

Overview of Business Objects documentation. Links to Online Customer Support, Documentation Supply Store, Documentation Roadmap, Tips & Tricks, Documentation mailbox.

www.businessobjects.com/services/

Feedback or questions about documentation.

Product documentation

The latest Business Objects product documentation, to download or view online.

support.htm

 

Business Objects product information

Information about the full range of Business Objects products.

Developer Suite Online

Available to customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support (OCS) website. Provides all the documentation, latest samples, kits and tips.

www.techsupport.businessobjects.com

Knowledge Base (KB)

Technical articles, documents, case resolutions.

Also, use the Knowledge Exchange to learn what challenges other users – both customers and employees – face and what strategies they find to address complex issues. From the Knowledge Base, click the Knowledge Exchange link.

Tips & Tricks

Practical business-focused examples.

www.businessobjects.com/forms/

tipsandtricks_login.asp

Maximizing your information resources

Getting Started with WebIntelligence

13
13

Address

Content

Online Customer Support

 

Starting point for answering questions, resolving issues.

www.businessobjects.com/services

Information about registering with Worldwide Customer Support.

The range of Business Objects training options and modules.

www.businessobjects.com/services/

education.htm

 

Business Objects Consulting Services

Information on how Business Objects can help maximize your business intelligence investment.

www.businessobjects.com/services/

consulting.htm

 

Useful addresses at a glance

14
14

Getting Started with WebIntelligence

About this tutorial

This tutorial shows you how to use the core features of WebIntelligence to answer typical business questions. Six lessons teach you the steps you need to follow to view, analyze, format, and create WebIntelligence documents. Each lesson is accompanied by a sample document(s) based on the sample eFashion universe and database.

Audience

This tutorial is intended for business users who:

are using WebIntelligence for the first time or

would like to discover the new features in the latest WebIntelligence version

What you need to do the tutorial

To do the lessons in this tutorial, you need:

an Internet browser installed on your PC

a URL to the InfoView server at your company or group

your login and password to InfoView

security rights to use the full WebIntelligence feature set and to access the sample WebIntelligence documents

Contact your BusinessObjects administrator, if you need any more information about accessing InfoView or the demo WebIntelligence documents.

NOTE
NOTE

Your administrator needs to copy the sample documents, universe, and data source onto the Business Objects server and configure your user profile appropriately. Full information on how your administrator can do this is provided in Installing the sample documents and data sources on page 177 of this tutorial.

Maximizing your information resources

Getting Started with WebIntelligence

What you will learn in each lesson

with WebIntelligence What you will learn in each lesson This tutorial is based on business information

This tutorial is based on business information for a national retail store eFashion that sells fashion merchandise in 11 US cities.

It is the year 2003. You use WebIntelligence to view, analyze, and create reports based on data about eFashion sales, products, and stores.

The following table lists the business questions you will ask and the WebIntelligence product features you will use to answer them:

15
15

Lesson

Business Question

Learn How To

 

1

What are the sales revenue figures for stores in the three states for which I am responsible?

Access a WebIntelligence document in InfoView. Answer a prompt to return specific data to the document. Navigate the reports and save the document as an Excel spreadsheet.

2

What are the sales revenue figures per city in Massachusetts in the second half of 2001, 2002, and 2003. Which state demonstrated the highest sales revenue over all quarters for those years? Which months in Q4 account for high or low results?

Filter and sort report values to focus the report information. Drill report values to analyze detail data behind summary information without launching Edit mode.

3

How can I set up a document to show how much revenue each product line generated this year for the eFashion store? How can I enable different regional sales managers to access the same document and be able to view only the information for the state(s) they specify?

Create a new document, build a query with filters, and generate a standard report. Save the document to InfoView as a personal document.

 

About this tutorial

16
16

Getting Started with WebIntelligence

 

Lesson

Business Question

Learn How To

4

How can I set up a document to show how much revenue each product line generated this year for each eFashion store?

Edit a document to add sections, breaks, sorts, and predefined calculations. Select a number format for the displayed values.

5

How can I set up a document so that Product Line managers can drill to more detailed data for the product categories for which they are responsible?

Set your drill options in InfoView. Edit a document to include a scope of analysis so that the document becomes drillable. Drill on report values in Edit mode.

6

How can I format a document so that the reports reflect the corporate identity of my organization?

Edit a document to add a chart and personalize the report formatting. Add a corporate logo, select format options for fonts and colors, and format the chart.

Maximizing your information resources

 

Sample documents

Getting Started with WebIntelligence

17
17

At the beginning of each lesson, the tutorial provides an illustration of the WebIntelligence document that the lesson will teach you to analyze or build. Your BusinessObjects administrator needs to make these documents and the eFashion universe upon which they are based available to you in InfoView.

upon which they are based available to you in InfoView. The information your administrator needs to

The information your administrator needs to do this is in Installing the sample documents and data sources on page 177 at the end of this tutorial.

About this tutorial

18
18

Getting Started with WebIntelligence

Multimedia Quick Tour

For some of the tasks described in this tutorial there are animated demonstrations in the multimedia Quick Tour. To access the Quick Tour:

Click the Help button on the WebIntelligence Java Report Panel and then select Quick Tours from the online help menu. Or

Click the Help button on the InfoView toolbar, then click Multimedia Quick Tours on the welcome page of the online help.

NOTE
NOTE

If the welcome page of the online help does not appear when you click the InfoView help button, you need to click Show in the top right corner of the help page, so that the Contents tab appears. You can then click InfoView – WebIntelligence Online Help, on the Contents tab, to view the welcome page.

Conventions used in this guide

The conventions used in this guide are described in the table below.

Convention

Indicates

This font

Code, SQL syntax, computer programs. For example: @Select(Country\Country Id). This font is also used for all paths, directories, scripts, commands and files for UNIX.

Some code

more code

Placed at the end of a line of code, the symbol ( ) indicates that the next line should be entered continuously with no carriage return.

$DIRECTORYPATHNAME

The path to a directory in the Business Objects installation/configuration directory structure. For example:

$INSTALLDIR refers to the Business Objects installation directory.

$LOCDATADIR refers to a subdirectory of the BusinessObjects installation directory called locData.

Maximizing your information resources

lesson

Accessing a document and navigating reports

lesson Accessing a document and navigating reports
lesson Accessing a document and navigating reports
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Getting Started with WebIntelligence

Overview

Business question

What are the sales revenue figures for stores in the three states for which I am responsible?

Learning Objective

In this lesson you will learn how to access WebIntelligence documents from InfoView, and how to navigate the information displayed in reports. You will:

log into InfoView

set your WebIntelligence viewing options

search for a WebIntelligence document

navigate the reports in a document

save the document as an Excel spreadsheet

log out of InfoView

Time

20-25 minutes

Sample documents

Two sample documents accompany this lesson:

Store Sales Revenue_1 – WebIntelligence format file (lesson1.wid)

Store Sales Revenue (xls) – Microsoft Excel format file (lesson1.xls)

NOTE
NOTE

Before you start, make sure you have access to the sample documents that accompany each lesson of this tutorial. For full information see Installing the sample documents and data sources on page 177.

Before you start

Getting Started with WebIntelligence

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The first time you use InfoView you need to check that your browser settings are optimized for Business Objects product technology.

NOTE
NOTE

To run the check the browser on your PC needs to be JavaScript enabled. Click the online Help in your web browser toolbar and search for JavaScript or security settings to find out how to check your settings. Enable JavaScript, if necessary.

Run the browser configuration check

1.

Launch your web browser.

2.

Point your browser to the InfoView bookmark or URL. The InfoView login page appears.

Launch your web browser. 2. Point your browser to the InfoView bookmark or URL. The InfoView
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Getting Started with WebIntelligence

NOTE
NOTE