Vous êtes sur la page 1sur 68
BO XI Desktop & Web Intelligence Reporting Tools

BO XI Desktop & Web Intelligence Reporting Tools

BO XI Desktop & Web Intelligence Reporting Tools

Objective of the training

Objective of the training Target audience: Key user / End user / IT user Scope of

Target audience:

Key user / End user / IT user

Scope of the course

This training gives an overview of the usage of the reporting tools available with BO XI to create, modify and manage reports.

available with BO XI to create, modify and manage reports. Objectives Describe the architecture of BO

Objectives

Describe the architecture of BO XI

Describe the differents tools

Define the differents concepts

Follow the tutorial to learn the tools

- 2 -

Copyrights C&W University, all rights reserved

Agenda

Agenda 1. Introduction 2. General Overview 3. Architecture Overview 4. Vocabulary 5. Client Tools 6. Great

1. Introduction

2. General Overview

3. Architecture Overview

4. Vocabulary

5. Client Tools

6. Great Steps

- 3 -

7. Tutorial

Copyrights C&W University, all rights reserved

4. Vocabulary 5. Client Tools 6. Great Steps - 3 - 7. Tutorial Copyrights C&W University,

Agenda

Agenda 1. Introduction 2. General Overview 3. Architecture Overview 4. Vocabulary 5. Client Tools 6. Great

1. Introduction

2. General Overview

3. Architecture Overview

4. Vocabulary

5. Client Tools

6. Great Steps

- 4 -

7. Tutorial

Copyrights C&W University, all rights reserved

4. Vocabulary 5. Client Tools 6. Great Steps - 4 - 7. Tutorial Copyrights C&W University,

Introduction

Introduction « BI is the process Data WareHouse of taking raw data stored in databases and

« BI is the process

Data WareHouse

Introduction « BI is the process Data WareHouse of taking raw data stored in databases and

of taking raw data stored in databases and turning it into information »

data stored in databases and turning it into information » Dimensions & Measures - 5 -
data stored in databases and turning it into information » Dimensions & Measures - 5 -

Dimensions

&

Measures

- 5 -

Copyrights C&W University, all rights reserved

Vocabulary – Data WareHouse

A Data Warehouse is Collection of data Subject oriented Integrated Non-volatile With a history Organized to help decision making

- 6 -

Copyrights C&W University, all rights reserved

With a history Organized to help decision making - 6 - Copyrights C&W University, all rights

Vocabulary - Object

Vocabulary - Object An object is a named component that maps to a data or a

An object is a named component that maps to a data or a derivation of data

in the database.

Objects are qualified as one of three types:

Dimension

Dimension
Dimension

Detail Measure

Detail Measure
Detail Measure
Detail Measure
Detail Measure

Objects can also be grouped into Classes

Detail Measure Objects can also be grouped into Classes - 7 - Copyrights C&W University, all

- 7 -

Copyrights C&W University, all rights reserved

Agenda

Agenda 1. Introduction 2. General Overview 3. Architecture Overview 4. Vocabulary 5. Client

1.

Introduction

2.

General Overview

3.

Architecture Overview

4.

Vocabulary

5.

Client Tools

6.

Great Steps

7.

Tutorial

- 8 -

Copyrights C&W University, all rights reserved

5. Client Tools 6. Great Steps 7. Tutorial - 8 - Copyrights C&W University, all rights

General Overview

General Overview BusinessObjects Enterprise XI is the business intelligence platform platform supports the entire range of

BusinessObjects Enterprise XI is the business intelligence platform

platform supports the entire range of

Reporting Querying Analysis Publishing

platform-level support for

semantic layers data integration security

- 9 -

Copyrights C&W University, all rights reserved

General Overview
General Overview
General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights
General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights

Analysis

General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights
General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights
General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights

Query

General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights
General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights
General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights
General Overview Analysis Query Reporting Decision support is an iterative workflow - 1 0 - Copyrights

Reporting

Decision support is an iterative workflow

- 10 -

Copyrights C&W University, all rights reserved

General Overview

General Overview Semantic layer Business representation IS staff End Users Corporate database • Users construct

Semantic layer

Business

representation

General Overview Semantic layer Business representation IS staff End Users Corporate database • Users construct
General Overview Semantic layer Business representation IS staff End Users Corporate database • Users construct

IS staff

Overview Semantic layer Business representation IS staff End Users Corporate database • Users construct questions

End Users

Corporate

database

Users construct questions in every day business terms

Semantic Layer Business representation of Data called Universe

Tables and Columns from the DB are transformed into ‘Classes’ and ‘Objects’

- 11 -

Copyrights C&W University, all rights reserved

General Overview

General Overview All Business Objects products are now available under the same platform : Crystal Reports

All Business Objects products are now available under the same platform :

Crystal Reports BusinessObjects Web & Desktop Intelligence BusinessObjects OLAP Intelligence BusinessObjects Data Integrator

BusinessObjects Enterprise provides full web-based for the administration configuration

of the entire system.

- 12 -

Copyrights C&W University, all rights reserved

Agenda

Agenda 1. Introduction 2. General Overview 3. Architecture Overview 4. Vocabulary 5. Client

1.

Introduction

2.

General Overview

3.

Architecture Overview

4.

Vocabulary

5.

Client Tools

6.

Great Steps

7.

Tutorial

- 13 -

Copyrights C&W University, all rights reserved

Client Tools 6. Great Steps 7. Tutorial - 1 3 - Copyrights C&W University, all rights

Architecture Overview

Architecture Overview BusinessObjects Enterprise is a multi-tier system : 5 tiers. the client tier the application

BusinessObjects Enterprise is a multi-tier system : 5 tiers.

the client tier the application tier the intelligence tier the processing tier the data tier

- 14 -

Copyrights C&W University, all rights reserved

Architecture Overview – The 5 tiers

Architecture Overview – The 5 tiers - 1 5 - Copyrights C&W University, all rights reserved
Architecture Overview – The 5 tiers - 1 5 - Copyrights C&W University, all rights reserved

- 15 -

Copyrights C&W University, all rights reserved

Architecture Overview – Client Tier

Architecture Overview – Client Tier The Client tier is the only part of the BusinessObjects Enterprise

The Client tier is the only part of the BusinessObjects Enterprise system to directly interact within for

administrators end users

directly interact within for administrators end users - 1 6 - Copyrights C&W University, all rights

- 16 -

Copyrights C&W University, all rights reserved

Architecture Overview – Client Tier
Architecture Overview – Client Tier
Architecture Overview – Client Tier This tier is made up of the applications that enable people
Architecture Overview – Client Tier This tier is made up of the applications that enable people

This tier is made up of the applications that enable people to act on reports and other objects

- 17 -

to administer

to publish

to import

to manage

to design

- Central Management Console

- Central Configuration Manager

- Publishing Wizard

- Import Wizard

- InfoView

- Desktop & Web Intelligence for reports

- Universe Designer & Builder

Copyrights C&W University, all rights reserved

Architecture Overview – Application Tier

Architecture Overview – Application Tier The application tier hosts the server-side components that process requests

The application tier hosts the server-side components that process requests from the client tier as well as the components that communicate these requests to the appropriate server in the intelligence tier.

The application tier includes support for report viewing and logic to understand and direct web requests to the appropriate BusinessObjects Enterprise server in the intelligence tier.

BusinessObjects Enterprise server in the intelligence tier. - 1 8 - Copyrights C&W University, all rights

- 18 -

Copyrights C&W University, all rights reserved

Architecture Overview – Intelligence Tier
Architecture Overview – Intelligence Tier
Architecture Overview – Intelligence Tier The intelligence tier manages the BusinessObjects Enterprise system. It

The intelligence tier manages the BusinessObjects Enterprise system.

It maintains all of the security information, sends requests to the appropriate servers, manages audit information, and stores report instances.

manages audit information, and stores report instances. - 1 9 - Copyrights C&W University, all rights

- 19 -

Copyrights C&W University, all rights reserved

Architecture Overview – Processing Tier
Architecture Overview – Processing Tier
Architecture Overview – Processing Tier The processing tier accesses the data and generates the reports. It

The processing tier accesses the data and generates the reports. It is the only tier that interacts directly with the databases that contain the report data.

directly with the databases that contain the report data. - 2 0 - Copyrights C&W University,

- 20 -

Copyrights C&W University, all rights reserved

Architecture Overview – Data Tier

Architecture Overview – Data Tier The data tier is made up of the databases that contain

The data tier is made up of the databases that contain the data used in the reports.

of the databases that contain the data used in the reports. BusinessObjects Enterprise supports a wide

BusinessObjects Enterprise supports a wide range of corporate databases :

OLAP cubes, SAP Data Mart Relational DB through ODBC, OLEDB or directly in native XML, XLS,… files

- 21 -

Copyrights C&W University, all rights reserved

Agenda

Agenda 1. Introduction 2. General Overview 3. Architecture Overview 4. Vocabulary 5. Client Tools 6. Great

1. Introduction

2. General Overview

3. Architecture Overview

4. Vocabulary

5. Client Tools

6. Great Steps

- 22 -

7. Tutorial

Copyrights C&W University, all rights reserved

4. Vocabulary 5. Client Tools 6. Great Steps - 2 2 - 7. Tutorial Copyrights C&W

Vocabulary

Vocabulary Here a list of the most important concepts used in the BO world Document Data

Here a list of the most important concepts used in the BO world Document Data Warehouse Universe Object SQL query Group of data Formula Local variable Alerter Break & Section Drill Down

- 23 -

Copyrights C&W University, all rights reserved

Vocabulary – Data WareHouse

A Data Warehouse is Collection of data Subject oriented Integrated Non-volatile With a history Organized to help decision making

- 24 -

Copyrights C&W University, all rights reserved

With a history Organized to help decision making - 2 4 - Copyrights C&W University, all

Vocabulary - Document

Vocabulary - Document A document is the result generated by your reporting tool, containing The universe

A document is the result generated by your reporting tool, containing The universe selected for the source of data The query for selecting your data The design of the report

A document can be generated by

Crystal Reports Desktop Intelligence Web Intelligence

A document is not necesseraly compatible between reporting tools !!

- 25 -

Copyrights C&W University, all rights reserved

Vocabulary - Universe

Vocabulary - Universe A universe is a file that contains the following: Connection parameters for one

A universe is a file that contains the following:

Connection parameters for one or more database middleware.

SQL structures called objects that map to actual SQL structures in the database such as

columns tables database functions

A schema of the tables and joins used in the database.

Classes of object and Objects who are built from the database structures included in your schema.

Done with the Universe Builder or Designer by the IT staff

- 26 -

Copyrights C&W University, all rights reserved

Vocabulary - Universe
Vocabulary - Universe
Vocabulary - Universe Objects in classes Schema with tables with joins between tables - 2 7

Objects in classes

Schema with tables with joins between tables

in classes Schema with tables with joins between tables - 2 7 - Copyrights C&W University,

- 27 -

Copyrights C&W University, all rights reserved

Vocabulary - Object

Vocabulary - Object An object is a named component that maps to a data or a

An object is a named component that maps to a data or a derivation of data

in the database.

Objects are qualified as one of three types:

Dimension

Dimension
Dimension

Detail Measure

Detail Measure
Detail Measure
Detail Measure
Detail Measure

Objects can also be grouped into Classes

Detail Measure Objects can also be grouped into Classes - 2 8 - Copyrights C&W University,

- 28 -

Copyrights C&W University, all rights reserved

Vocabulary - Object

Vocabulary - Object Objects are qualified as one of three types: Dimension : Parameters for analysis.

Objects are qualified as one of three types:

- Object Objects are qualified as one of three types: Dimension : Parameters for analysis. Dimensions

Dimension : Parameters for analysis. Dimensions typically relate to a hierarchy such as geography, product, or time. For example.Last Name and City_Id

Detail : Provide a description of a dimension, but not focus for analysis. For example. Phone Number

Measure : convey numeric information used to quantify a dimension object. For example, Sales Revenue

- 29 -

Copyrights C&W University, all rights reserved

Vocabulary – SQL Query

An SQL Query is

Vocabulary – SQL Query An SQL Query is The language used to select data from the

The language used to select data from the Data Tier

Query is The language used to select data from the Data Tier Composed of conditions Can

Composed of conditions

Can be combined with another query (UNION/DIFFERENCE/INTERSECTION)

Done with the Query Panel

- 30 -

Copyrights C&W University, all rights reserved

Vocabulary – SQL Query

Different conditions can be applied

Vocabulary – SQL Query Different conditions can be applied Predefined to use conditions defined by the

Predefined

to use conditions defined by the universe designer using DESIGNER

cannot edit or delete

Simple

to use conditions that you apply by selecting values from an object list of values

let you limit the data returned only by result objects.

Complex

to use conditions that let you choose the exact operator and operand

apply on any object in the universe.

- 31 -

Copyrights C&W University, all rights reserved

Vocabulary – SQL Query

Vocabulary – SQL Query Complex Conditions - 3 2 - Copyrights C&W University, all rights reserved

Complex Conditions

- 32 -

Vocabulary – SQL Query Complex Conditions - 3 2 - Copyrights C&W University, all rights reserved
Vocabulary – SQL Query Complex Conditions - 3 2 - Copyrights C&W University, all rights reserved
Vocabulary – SQL Query Complex Conditions - 3 2 - Copyrights C&W University, all rights reserved
Vocabulary – SQL Query Complex Conditions - 3 2 - Copyrights C&W University, all rights reserved

Copyrights C&W University, all rights reserved

Vocabulary – Group of data
Vocabulary – Group of data

A group of data is

Vocabulary – Group of data A group of data is a selection of data from a

a selection of data from a dimension that you decide to put into a local group

from a dimension that you decide to put into a local group - 3 3 -

- 33 -

Copyrights C&W University, all rights reserved

Vocabulary - Formula

Vocabulary - Formula A formula is used when you want To make a calculation on existing

A formula is used when you want To make a calculation on existing measure Done with the Formula Editor

on existing measure Done with the Formula Editor - 3 4 - Copyrights C&W University, all

- 34 -

Copyrights C&W University, all rights reserved

Vocabulary – Local Variable

Vocabulary – Local Variable A local variable is a calculation done with the Formula Editor with

A local variable is a calculation done with the Formula Editor with a name done with Variable Editor Must be qualified as a Measure, Dimension or Detail

Must be qualified as a Measure, Dimension or Detail - 3 5 - Copyrights C&W University,

- 35 -

Copyrights C&W University, all rights reserved

Vocabulary - Alerter

Vocabulary - Alerter An Alerter is a Dynamic conditional formatting of a value in your report

An Alerter is a Dynamic conditional formatting of a value in your report

Dynamic because depending on the value Conditional because you can give some conditions to be activated Formatting because you can define the format in your report

- 36 -

Done with the Alerter Editor

Copyrights C&W University, all rights reserved

the format in your report - 3 6 - Done with the Alerter Editor Copyrights C&W

Vocabulary – Break & Section

Vocabulary – Break & Section A Break is Used when you want view totals and subtotals

A Break is Used when you want view totals and subtotals

Applied on a dimension On a measure

Defined with

Header Footer Others options

A Section is A high level of a break

Break & Section are done with Slice & Dice Editor

- 37 -

Copyrights C&W University, all rights reserved

Vocabulary – Break & Section
Vocabulary – Break & Section
Vocabulary – Break & Section Break & Section are done with Slice & Dice Editor -

Break & Section are done with Slice & Dice Editor

Break & Section are done with Slice & Dice Editor - 3 8 - Copyrights C&W

- 38 -

Copyrights C&W University, all rights reserved

Vocabulary – Drill Down

Vocabulary – Drill Down The Drill Down mode is a analysis mode that allows you to

The Drill Down mode is a analysis mode that allows you

to break down data and

to view it from different angles and on different levels of detail

to discover what the driving factor is behind a good or bad result.

The Drill Down mode use

Hierarchies (organization of objects in the universe ) to go more in deep with details.

A new window to open the new report after you made a right clic on the data you want to explore

- 39 -

Copyrights C&W University, all rights reserved

Vocabulary – Drill Down
Vocabulary – Drill Down
Vocabulary – Drill Down In Drill Down Mode or with Drill Through - 4 0 -

In Drill Down Mode or with Drill Through

– Drill Down In Drill Down Mode or with Drill Through - 4 0 - Copyrights

- 40 -

Copyrights C&W University, all rights reserved

– Drill Down In Drill Down Mode or with Drill Through - 4 0 - Copyrights

Agenda

Agenda 1. Introduction 2. General Overview 3. Architecture Overview 4. Vocabulary 5. Client

1.

Introduction

2.

General Overview

3.

Architecture Overview

4.

Vocabulary

5.

Client Tools

6.

Great Steps

7.

Tutorial

- 41 -

Copyrights C&W University, all rights reserved

Client Tools 6. Great Steps 7. Tutorial - 4 1 - Copyrights C&W University, all rights

Client Tools

Desktop Intelligence is the report designer with which

you can select your data you can use the data to create a report you can customize your report you can add more reports in your document

Web Intelligence = Desktop Intelligence through web client

Web Intelligence = Desktop Intelligence through web client InfoView is your document manager through a web

InfoView is your document manager through a web client with which

you can manage documents made with your reporting tool you can create new document and design it with WEBI

- 42 -

Copyrights C&W University, all rights reserved

Client Tools – Desktop Intelligence

Client Tools – Desktop Intelligence - 4 3 - Data Provider to make Query Data Manager
Client Tools – Desktop Intelligence - 4 3 - Data Provider to make Query Data Manager

- 43 -

Data Provider to make Query

Data Provider to make Query

Data Manager to view data

Data Manager to view data

Copyrights C&W University, all rights reserved

Slice and Dice to put break

Slice and Dice to put break

Drill Mode to go in deep

Drill Mode to go in deep

Client Tools – Query Panel

Client Tools – Query Panel - 4 4 - Scope of the analysis & selection of
Client Tools – Query Panel - 4 4 - Scope of the analysis & selection of

- 44 -

Client Tools – Query Panel - 4 4 - Scope of the analysis & selection of

Scope of the analysis & selection of the levels

SQL Viewer4 - Scope of the analysis & selection of the levels SQL Combine query Simple condition

SQL Combine queryof the analysis & selection of the levels SQL Viewer Simple condition Select another object Simple

Simple condition& selection of the levels SQL Viewer SQL Combine query Select another object Simple sort Complex

Select another objectof the levels SQL Viewer SQL Combine query Simple condition Simple sort Complex sort Copyrights C&W

Simple sortSQL Combine query Simple condition Select another object Complex sort Copyrights C&W University, all rights

Complex sortSQL Combine query Simple condition Select another object Simple sort Copyrights C&W University, all rights reserved

Copyrights C&W University, all rights reserved

Client Tools – Query Panel
Client Tools – Query Panel
Client Tools – Query Panel - 4 5 - Copyrights C&W University, all rights reserved
Client Tools – Query Panel - 4 5 - Copyrights C&W University, all rights reserved

- 45 -

Copyrights C&W University, all rights reserved

Client Tools – Query Panel - 4 5 - Copyrights C&W University, all rights reserved
Client Tools – Query Panel
Client Tools – Query Panel
Client Tools – Query Panel - 4 6 - Copyrights C&W University, all rights reserved
Client Tools – Query Panel - 4 6 - Copyrights C&W University, all rights reserved

- 46 -

Copyrights C&W University, all rights reserved

Client Tools – Slice and Dice Panel

Client Tools – Slice and Dice Panel Hide/Show the Section Break Add/remove a break for a
Client Tools – Slice and Dice Panel Hide/Show the Section Break Add/remove a break for a

Hide/Show the Section BreakClient Tools – Slice and Dice Panel Add/remove a break for a data Add/remove a filter

Add/remove a break for a dataTools – Slice and Dice Panel Hide/Show the Section Break Add/remove a filter for the data

Add/remove a filter for the dataHide/Show the Section Break Add/remove a break for a data - 4 7 - Copyrights C&W

- 47 -

Copyrights C&W University, all rights reserved

Apply ranking on the data4 7 - Copyrights C&W University, all rights reserved Sort ascdending/descending the data Make a calculation

Sort ascdending/descending the data- 4 7 - Copyrights C&W University, all rights reserved Apply ranking on the data Make

Make a calculation on a data4 7 - Copyrights C&W University, all rights reserved Apply ranking on the data Sort ascdending/descending

Client Tools – Slice and Dice Panel
Client Tools – Slice and Dice Panel
Client Tools – Slice and Dice Panel - 4 8 - Copyrights C&W University, all rights
Client Tools – Slice and Dice Panel - 4 8 - Copyrights C&W University, all rights
Client Tools – Slice and Dice Panel - 4 8 - Copyrights C&W University, all rights

- 48 -

Copyrights C&W University, all rights reserved

Client Tools – InfoView
Client Tools – InfoView
Client Tools – InfoView - 4 9 - Copyrights C&W University, all rights reserved
Client Tools – InfoView - 4 9 - Copyrights C&W University, all rights reserved

- 49 -

Copyrights C&W University, all rights reserved

Client Tools - InfoView
Client Tools - InfoView
Client Tools - InfoView You can manage all the documents (private or shared) - 5 0

You can manage all the documents (private or shared)

You can manage all the documents (private or shared) - 5 0 - Copyrights C&W University,

- 50 -

Copyrights C&W University, all rights reserved

Client Tools – Web Intelligence
Client Tools – Web Intelligence
Client Tools – Web Intelligence Once a new document is clicked, Web Intelligence is opening. You

Once a new document is clicked, Web Intelligence is opening. You can select the object to make your query.

- 51 - Copyrights C&W University, all rights reserved
- 51 -
Copyrights C&W University, all rights reserved
Client Tools – Web Intelligence
Client Tools – Web Intelligence
Client Tools – Web Intelligence Once you have have selected your objects with query editor, you

Once you have have selected your objects with query editor, you can design your report and customized your formats.

- 52 - Copyrights C&W University, all rights reserved
- 52 -
Copyrights C&W University, all rights reserved

Agenda

Agenda 1. Introduction 2. General Overview 3. Architecture Overview 4. Vocabulary 5. Client

1.

Introduction

2.

General Overview

3.

Architecture Overview

4.

Vocabulary

5.

Client Tools

6.

Great Steps

7.

Tutorial

- 53 -

Copyrights C&W University, all rights reserved

Client Tools 6. Great Steps 7. Tutorial - 5 3 - Copyrights C&W University, all rights

Great steps

Use the Desktop or Web Intelligence Select a Universe (created by the IT) Select a template report/blank Make your query and your conditions

Create new variables & formulas if needed

Select your objects to create your report

Add some calculations Put break on data

Format all your objects in your report Save your report into a document Publish it with the wizard

- 54 -

Copyrights C&W University, all rights reserved

report into a document Publish it with the wizard - 5 4 - Copyrights C&W University,

Agenda

Agenda 1. Introduction 2. General Overview 3. Architecture Overview 4. Vocabulary 5. Client Tools 6. Great

1. Introduction

2. General Overview

3. Architecture Overview

4. Vocabulary

5. Client Tools

6. Great Steps

- 55 -

7. Tutorial

Copyrights C&W University, all rights reserved

4. Vocabulary 5. Client Tools 6. Great Steps - 5 5 - 7. Tutorial Copyrights C&W

Tutorial

Lesson 1.

Business question

Tutorial Lesson 1. Business question How much revenue have eFashion outlets made this year? Learning objective

How much revenue have eFashion outlets made this year?

Learning objective

Learn how to create a simple query to build a report and format and organize the data in the report.

- 56 -

Copyrights C&W University, all rights reserved

Tutorial

Lesson 2.

Business question

Tutorial Lesson 2. Business question How is revenue affected by regional and seasonal differences? Learning objective

How is revenue affected by regional and seasonal differences?

Learning objective

Manipulate variables using drag and drop; organize a report in sections and rank data.

- 57 -

Copyrights C&W University, all rights reserved

Tutorial

Lesson 3.

Business question

Tutorial Lesson 3. Business question Which cities are generating the best margin? Learning objective Use the

Which cities are generating the best margin?

Learning objective

Use the Formula Editor to make calculations and create variables; use alerters to highlight interesting data.

- 58 -

Copyrights C&W University, all rights reserved

Tutorial

Lesson 4.

Business question

Tutorial Lesson 4. Business question How has sales revenue progressed from quarter to quarter? Learning objective

How has sales revenue progressed from quarter to quarter?

Learning objective

Display and format financial data in a table; calculate quarterly variance and publish the report.

- 59 -

Copyrights C&W University, all rights reserved

Tutorial

Lesson 5.

Business question

Tutorial Lesson 5. Business question How have product lines performed over the last four quarters? Learning

How have product lines performed over the last four quarters?

Learning objective

Learn how to organize and view reports which contain a lot of data using breaks to display totals and subtotals; learn about calculation contexts; learn how to use a template to quickly format reports to corporate standards.

- 60 -

Copyrights C&W University, all rights reserved

Tutorial

Lesson 6.

Business question

Tutorial Lesson 6. Business question How do the budget sales figures compare with the actual sales

How do the budget sales figures compare with the actual sales figures?

Learning objective

Learn how to bring data from a personal data file into BusinessObjects and combine it with data from a BusinessObjects Universe query; create and format a chart to compare data.

- 61 -

Copyrights C&W University, all rights reserved

Tutorial

Lesson 7.

Business question

Tutorial Lesson 7. Business question What factors impact sales revenue performance? Learning objective Learn how to

What factors impact sales revenue performance?

Learning objective

Learn how to use BusinessObjects drill mode to analyze your business data.

- 62 -

Copyrights C&W University, all rights reserved

Tutorial

Lesson 8.

Business question

Tutorial Lesson 8. Business question How much revenue did this product line make this week? Learning

How much revenue did this product line make this week?

Learning objective

Learn how to set up a report to prompt users to choose which data they want to get from the database; how to refresh a report to get the up-to-date data.

- 63 -

Copyrights C&W University, all rights reserved

- 6 4 - Copyrights C&W University, all rights reserved
- 6 4 - Copyrights C&W University, all rights reserved
- 6 4 - Copyrights C&W University, all rights reserved

- 64 -

Copyrights C&W University, all rights reserved

- 6 5 - Copyrights C&W University, all rights reserved
- 6 5 - Copyrights C&W University, all rights reserved
- 6 5 - Copyrights C&W University, all rights reserved

- 65 -

Copyrights C&W University, all rights reserved

Tervuren Plaza Av. de Tervuren laan 226 B - 1150 Brussels, Belgium T +32 2
Tervuren Plaza Av. de Tervuren laan 226 B - 1150 Brussels, Belgium T +32 2

Tervuren Plaza

Av. de Tervuren laan 226

B

- 1150 Brussels, Belgium

T

+32 2 777 41 11

F

+32 2 777 41 22

company@cw-thaler.com

www.cw-thaler.com

Copyrights These documents are the property of C&W University, and cannot be disposed of without

Copyrights

These documents are the property of C&W University, and cannot be disposed of without its prior consent. The recipient has the right to use the documents solely for its own internal information purposes. Reproduction of the documents in any form or by any means is strictly forbidden. The recipient therefore agrees not to disclose, copy, disseminate, redistribute, or publish any part of this document to any other party.

Tervuren Plaza Av. de Tervuren laan 226 B - 1150 Brussels, Belgium T +32 2
Tervuren Plaza Av. de Tervuren laan 226 B - 1150 Brussels, Belgium T +32 2

Tervuren Plaza

Av. de Tervuren laan 226

B

- 1150 Brussels, Belgium

T

+32 2 777 41 11

F

+32 2 777 41 22

company@cw-thaler.com

www.cw-thaler.com