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Copyright
No part of the computer software or this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from Business Objects S.A. The information in this document is subject to change without notice. If you find any problems with this documentation, please report them to Business Objects S.A. in writing at documentation@businessobjects.com. Business Objects S.A. does not warrant that this document is error free. Copyright Business Objects S.A. 2003. All rights reserved. Printed in France.
Trademarks
The Business Objects logo, WebIntelligence, BusinessQuery, the Business Objects tagline, BusinessObjects, BusinessObjects Broadcast Agent, Rapid Mart, Set Analyzer, Personal Trainer, and Rapid Deployment Template are trademarks or registered trademarks of Business Objects S.A. in the United States and/or 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 company, product, or brand names mentioned herein, may be the 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 252.2277013. U.S. Patent Numbers 5,555,403, 6,247,008, and 6,578,027. 362-50-610-01
Contents
Preface Maximizing Your Information Resources 7 Information resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 About this tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Lesson 1 Accessing a Document and Navigating Reports 17
Logging into InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Setting your WebIntelligence viewing options . . . . . . . . . . . . . . . . . . . . . . . 26 Searching for a WebIntelligence document . . . . . . . . . . . . . . . . . . . . . . . . . 28 Navigating the reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Saving the document as an Excel spreadsheet . . . . . . . . . . . . . . . . . . . . . . 36 Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Lesson 2 Working With Prompts, Filters, Sorts, and Drilling to More Detail 41
Setting your WebIntelligence drill options . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Opening a corporate document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Filtering a report to focus on a time period . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Sort sales revenue results by state . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Drilling to more detailed information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Printing a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Saving a document to a personal category . . . . . . . . . . . . . . . . . . . . . . . . . 61 Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Contents
Lesson 3
67
Setting your create/edit options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Building a query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Filtering the query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Creating a prompt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Running the query to generate a report . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Saving the document as a corporate document . . . . . . . . . . . . . . . . . . . . . 93 Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Lesson 4 Organizing the Data in Your Document 99
Opening a document in Edit mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Group the report into sections for each quarter . . . . . . . . . . . . . . . . . . . . . 104 Add a break to a table to split out product line information . . . . . . . . . . . . 106 Sort the sales revenue results to prioritize high results . . . . . . . . . . . . . . . 109 Add sum and average calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Apply a currency format to cell values . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Saving your changes as a personal document . . . . . . . . . . . . . . . . . . . . . 116 Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Lesson 5 Incorporating Drill Capabilities 119
Setting your drill options in InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Opening a document in Edit mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Setting the scope of analysis for drill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Testing the document drill capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Saving the document as personal document . . . . . . . . . . . . . . . . . . . . . . 137 Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Contents
Lesson 6
141
Opening a document in Edit mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Naming the reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Inserting a chart in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Defining the page layout of the report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Formatting a chart title and legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Display alternate row colors in the table . . . . . . . . . . . . . . . . . . . . . . . . . . 167 Inserting a company logo in the page header . . . . . . . . . . . . . . . . . . . . . . 169 Saving the document to InfoView Corporate Documents . . . . . . . . . . . . . 172 View the final document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Allocating appropriate security rights to users . . . . . . . . . . . . . . . . . . . . . . 191 Index 193
Contents
Contents
preface
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.
Information resources
Whatever your Business Objects profile, we can help you quickly access the documentation and other information you need.
Where do I start?
Below are a few suggested starting points; there is a summary of useful web addresses on page 12. Documentation Roadmap 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 from the products 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. Documentation on the web 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 Buy printed documentation 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 Search the Documentation CD 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.
Information resources
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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.
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
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Services
A global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business.
Services
12
Content
Overview of Business Objects documentation. Links to Online Customer Support, Documentation Supply Store, Documentation Roadmap, Tips & Tricks, Documentation mailbox.
Business Objects product information Information about the full range of Business Objects products. www.businessobjects.com Developer Suite Online www.techsupport.businessobjects.com Knowledge Base (KB) www.techsupport.businessobjects.com 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. 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. Practical business-focused examples.
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Content
Starting point for answering questions, resolving issues. Information about registering with Worldwide Customer Support. The range of Business Objects training options and modules.
Business Objects Consulting Services Information on how Business Objects can help maximize your business intelligence investment. www.businessobjects.com/services/ consulting.htm
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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
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.
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What are the sales revenue Access a WebIntelligence figures for stores in the three document in InfoView. Answer a states for which I am responsible? prompt to return specific data to the document. Navigate the reports and save the document as an Excel spreadsheet. 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? 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? Filter and sort report values to focus the report information. Drill report values to analyze detail data behind summary information without launching Edit mode.
Create a new document, build a query with filters, and generate a standard report. Save the document to InfoView as a personal document.
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Lesson Business Question 4 How can I set up a document to show how much revenue each product line generated this year for each eFashion store? 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? How can I format a document so that the reports reflect the corporate identity of my organization?
Learn How To Edit a document to add sections, breaks, sorts, and predefined calculations. Select a number format for the displayed values. 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. 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.
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Sample documents
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.
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.
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Or Click the Help button on the InfoView toolbar, then click Multimedia Quick Tours on the welcome page of the online help.
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$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.
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lesson
18
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 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.
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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.
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NOTE
If the appearance of InfoView differs from the examples given in this tutorial, this is either because the display options selected on your InfoView Options page are different to those illustrated here or because your administrator has defined a custom look and feel for the user interface to match your corporate standards. 3. Click the Click here link for new users.
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InfoView checks your PC and then displays information about your browser in the Client Configuration Details section of the page.
NOTE
If your configuration needs modifying, InfoView displays a message to say that a problem has been found. If you see this message, click the online Help button on the InfoView toolbar to find out what you or your BusinessObjects administrator will need to reconfigure on your PC. You have finished checking the configuration of your browser. Before you log into InfoView for the first time, you also need to check that the browser type and version on your PC is supported.
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Ensure your browser type and version is compatible 1. Click the Online Help link on the browser check page.
2. If your browser is listed among the supported browsers, continue to step 3. Or If your browser is not supported, contact your BusinessObjects administrator to request a supported browser. 3. Click Back To Login. InfoView displays the Login page. You are ready to log into InfoView and start the tutorial.
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Access InfoView
You use your web browser to access InfoView. If your browser is not already open, launch your browser now and open the InfoView login page by pointing your browser to the InfoView bookmark or URL provided by your BusinessObjects administrator. Once you are on the login page, you are ready to start.
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2. In the Name box, type your user name. 3. In the Password box, type your password.
NOTE
Your user name and password are decided by your BusinessObjects administrator. Contact your administrator if you dont already know them. 4. Click OK.
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Before you open a WebIntelligence document, you need to set your viewing options, so that you can interact with the report data. Opting to view the document in an interactive format will allow you to filter, sort, and drill the values displayed in the reports.
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The View tab lists the options available to you for WebIntelligence documents.
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3. Select HTML (Interactive). 4. Click OK, to confirm the new setting. InfoView displays the home page.
You are ready to access the Store Sales Revenue_1 document and interact with the information in reports.
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You want to view the document and interact with the report information, without editing the document format or the data it contains. Opening a document with a prompt
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View a document
1. Click the name of the Sales Store Revenue_1 document.
A prompt box appears. The prompt allows you to select the US states that are relevant to the information that you require.
The names of the US states for which the eFashion company has data are listed on the left of the Prompts dialog box. You want to view the sales revenue figures for two eastern US states, for which you are responsible: DC and New York.
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2. Select DC, and then click the Add >> button to add it to the list of selected values.
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WebIntelligence returns the data for DC and New York from the database and displays the document. Information corresponding DC and New York appears in the reports.
5. Click the Toggle to Draft Mode button on the report toolbar. In Draft Mode you can view the entire report without page breaks.
TIP Use the scroll bars to position the document so that you can see the table and the chart. You can also resize the different panes in the window by placing the cursor over a pane border and dragging to enlarge or reduce the pane size.
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b a Document Map
Allows you to navigate from report-to-report within a document and from section-to-section within reports. Displays the document and its reports. Displays the values selected for a prompt and allows you to select different value(s) and run the query again to return those values to the document.
TIP If the Document Map or the Prompts Pane are hidden, click the Fold/Unfold arrow to display them.
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The document contains two reports. The names of each report display on the report tabs at the bottom of your browser window.
The first report contains a table and a chart that display the annual and quarterly figures for sales revenue for each city in the DC and New York states. The Document Map provides links to the reports, sections, tables, and charts in the document.
2. Click 2002. You jump to the report section that displays 2002 information.
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2. In the Document Map, click the + sign next to the name of the Stores report. 3. Click the e-Fashion Washington Tolbooth link to view information for stores in DC.
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You can navigate documents page-by-page. By default, WebIntelligence displays documents in Page mode. In Page mode, the reports in the document are presented page-by-page on your screen, according to the paper size and orientation defined by the creator of the document.
You notice that sales revenue in 2003 is lower in Q4 than Q1 - Q3. You will now learn how to save the document as an Excel file so you can share the information with colleagues in a meeting.
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The Save page appears. It lists the different ways to save your document.
2. In the Save to my computer section, click Microsoft Excel format (.xls) 3. Click Save to my computer.
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A file download box appears. You copy the document from the server to your local computer.
Depending on the version of Microsoft Windows installed on your PC, the graphical design of this dialog box may be different from the illustration above. 4. Select Save this file to disk. 5. Click OK. A Save As dialog box appears.
6. Browse to the folder where you want to save the new Excel file. 7. Click Save.
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The file is copied to the selected folder. You may or may not see the Excel generated file displayed on your screen. 8. When the downloading process is finished, click the Close button in InfoView.
9. From the Start menu on your PC, launch Microsoft Excel and open the file you just saved. The document opens in Excel. The formatting of the original document is retained.
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10. With your cursor, select InfoView browser window on your desktop and expand the window. The save page appears again.
11. Click Close. The original document appears again. 12. You dont want to consult the document again, so click the Close button at the top right of the open document.
Close button
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2. Click Logout again. InfoView closes. You have now completed lesson 1.
lesson
42
Overview
Business questions
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?
Learning Objective
In this lesson you will learn how to analyze the quarterly sales revenue figures for eFashion city branches over the past two years to find out the reasons for low results. Once you have identified the problem months, you will print out the document in PDF format and save the document to a new Personal Documents category in InfoView. You will use InfoView and WebIntelligence to do the following: select your WebIntelligence drill options open a corporate document filter and sorting report information sort sales revenue results by state drill to more detailed information save a document to a personal category print a report log out of InfoView
Time
20-25 minutes.
Sample documents
One sample document accompanies this lesson: Store Sales Revenue_2 WebIntelligence format file (lesson2.wid)
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NOTE Store Sales Revenue_2 demonstrates what the document will look like at the end of Lesson2. To follow the steps in this lesson, you will need to open Store Sales Revenue_1. To find out how to access this document, see Open a corporate document on page 46.
If you are starting this lesson after having logged out from Lesson 1, refer to Logging into InfoView on page 23 to find out how to log in to InfoView and set your viewing options.
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3. In the WebIntelligence Documents section, verify that HTML (Interactive) is selected. 4. In the Drill Options section, select Start drill on a duplicate report. 5. In the General Drill Options section select Synchronize drill on report block.
You are ready to access the Store Sales Revenue_1 document and interact with the information in the reports.
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The following section tells you how to open a corporate document from an InfoView document category called Tutorial. This is the category name recommended to your administrator in the appendix of this guide (see Installing the Sample Documents and Data Sources on page 177). However, your administrator may have chosen to install the documents you need in a different category. If this is the case, contact your administrator for more information.
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The Tutorial page appears. This is the page that contains links to each of the documents that you use for this tutorial.
The prompt for US states appears. In this lesson, you will add Massachusetts to the list of states for which you want sales information, and then analyze the sales revenue by filtering values and then drilling to more detail.
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3. Click DC and then click the >> button. DC appears in the Values Selected pane. 4. Repeat step 3 to add Massachusetts and New York to the Values Selected pane.
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WebIntelligence returns data for Washington DC, New York, and Massachusetts to the document. The information for the three states displays in the reports.
You are particularly interested by sales revenue performance for the last half of each year. To focus on this information, you need to filter the document values to only display results for Q3 and Q4.
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The Document Map pane to the left of the page toggles to the Dynamic Filters pane. The Dynamic Filters pane contains a box listing the four quarters.
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3. Press the Ctrl key, and while keeping the key pressed, click Q3 and Q4 in the list. Q3 and Q4 are highlighted.
4. Click Apply. The report changes to display only information for Q3 and Q4 in each year.
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The data for Q1 and Q2 is available in the document, but is hidden from the report. 5. Click the Toggle to Draft Mode button on the report toolbar. 6. Scroll down the report to see the values for 2002 and 2003.
Notice that it wasnt necessary for WebIntelligence to run the query again to retrieve the filtered data from the database. This is because, when you filter reports the information contained in the document remains unchanged the values you dont include in the filter are simply hidden from the report. You have decided to review the sales revenue for each state over four quarters, and you want to sort the data for sales revenue within each state to see quickly the best performing cities.
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7. Position the pointer back over any value in the Quarter column. 8. Select Filter by from the shortcut menu. 9. Click the Remove button in the Dynamic Filters pane.
The report appears with no filter on the Quarter column. Values for all four quarters are displayed on the report.
You want to display the sales revenue results for each state in descending order from highest to lowest. To do this, you will apply a sort.
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2. Move the pointer down to Sort on the shortcut menu. A second shortcut menu appears. It lists three possible sort orders: - Default - Ascending - Descending 3. Select Descending.
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The table appears with the sales revenue figures sorted in descending order within each state.
You will now remove the sort on Sales Revenue so that the quarters are ranked from Q1 to Q4. 4. Position the pointer over any value in the Sales Revenue column. 5. Move the pointer down to Sort on the shortcut menu. 6. Select Default. The descending sort is removed from the Sales Revenue column.
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The document appears in drill mode. WebIntelligence creates a duplicate report in the document. This is because you set your drill options to Start drill on a duplicate report (see Set your drill options in InfoView on page 44). The report tab on the duplicate report displays the Drill icon to show that this is the drillable report.
The Drill icon appears on the report tab of the duplicate report
The drillable values on the table have hyperlinks to show you can access more detailed information for these values. The Quarter column header has an up arrow to show you can access more summary information by drilling up up on the values in this column.
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2. Place the pointer over Q1 in the Quarter column. The Drill shortcut menu appears.
The table and chart display results for month instead of for quarter.
The Drill filters toolbar appears. The toolbar displays Q1. This indicates that the monthly results displayed on the table are for the months in Q1.
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These are the results that interest you the monthly performance of the eFashion shops over the last quarter of each year. You will now print a copy of the drilled report to distribute paper copies to other members of your team during a meeting.
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Printing a report
You want to Print a report from the document you are viewing so that you can distribute printouts to colleagues at a meeting. You do this by Viewing the document as a PDF file, and printing the report from the PDF.
NOTE
To view documents in PDF format, you need Acrobat Reader installed on your PC.
Print a report
1. Click the link View in PDF Format.
Acrobat Reader opens within your browser, and the document appears in PDF format.
Printing a report
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You want to navigate to the drilled report while viewing the document in PDF format. 2. Click the bookmark called Sales by store (1). This is the drilled report. If the bookmarks are not visible, click the Bookmarks tab on the left of your browser window. The Acrobat Reader status bar displays the page numbers from the start of the selected report to the end of the document.
The status bar displays the page range 6-9 for the drilled report
3. Click the Print button on the Acrobat toolbar. 4. In the Print Range section of the Print dialog box, select Pages from: and then type the page range of the drilled report into the from and to list boxes.
Type the start and end page numbers here to specify the page range of the printout
5. Make sure that the appropriate network or local printer is selected. 6. Click OK. The printout retains the page layout and formatting properties of the report. You want to return to the HTML view of the WebIntelligence document. 7. In the report toolbar, click View in HTML format.
The document displays in HTML format as before. 8. Click the Drill button to end Drill mode. Before you log out of InfoView to end your user session, you want to save the drilled document under a new document name, into your Personal Documents area in InfoView.
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3. You can accept the default name, or type a name of your choice in the Document Name box. You cannot use the following characters in document names: /\:*<>| Notice that he Description and Keywords boxes display the information typed in by the person who created the original document. You can modify the information if you want, by deleting and/or typing text into each box. You need to create the new document category Stores now, so that you can save the document to the Stores category.
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3. Click Create. InfoView creates the category and displays a confirmation message.
4. Click Close. InfoView displays the Save page again. Now, the new category appears.
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5. Select the Stores category. 6. Select the Refresh When Opened check box. This means that WebIntelligence will return the latest data from the database to the document automatically each time you open the document, and launch the prompt for State. 7. Click OK. WebIntelligence saves the document to the Stores category on your Personal Documents page. 8. To see the document listed on your Personal Documents page, click the Home button on the InfoView toolbar then click the Stores link under Personal Documents.
Your personal copy of the Store Revenue_1 document is listed in the Stores category.
You are ready to either: log out of InfoView now and continue this tutorial later (see Logging out of InfoView on page 65) Or continue the next lesson in this tutorial now (see Creating a New Document on page 67)
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lesson
68
Overview
Business questions
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?
Learning Objective
In this lesson you will learn how to create a new document containing sales revenue information for product line sales by store, and how to create a query filter that enables other users to specify the information they want to return to the document. You will use InfoView and WebIntelligence to do the following: set your create/edit options build a query filter the query create a prompt run the query and generate a report save the document to the Corporate Documents page in InfoView log out of InfoView
Time
20-25 minutes.
Sample documents
One sample document accompanies this lesson: Revenue for Current Year WebIntelligence format file (lesson3.wid)
NOTE Revenue for Current Year demonstrates what the document will look like at the end of Lesson3. To follow the steps in this lesson, you will create a new document from scratch based on the sample eFashion universe.
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If you are starting this lesson after having logged out from Lesson 2, refer to Logging into InfoView on page 23 to find out how to log in to InfoView and set your viewing options.
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2. Click the Create/Edit tab. The Create/Edit tab appears. It lists the options that you can set to apply automatically each time you wish to create a document. 3. Verify that the Java Report Panel radio button is selected. If it is not, select it now.
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You are ready to create a new document using the WebIntelligence Java Report Panel.
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Building a query
You want to Specify the data you want WebIntelligence to retrieve from the eFashion data source and return to your document. You do this by Selecting the eFashion universe and defining a query that specifies the objects on the universe that you want to include in the document.
InfoView displays the list of universes you can access. 2. Click the eFashion universe.
Click eFashion universe
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The first time you use the Java Report Panel you need to download an applet to your PC. Depending on your browser security settings, you may receive this Security Warning asking you if you want to install and run the WebIntelligence Report Panel.
3. Click Yes. Or If you receive no security warning, the Java Report Panel opens directly. A series of connection boxes inform you of each stage of the connection process.
Building a query
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The WebIntelligence Java Report Panel containing the eFashion universe appears in the browser.
Query Manager
The report panel opens in Query View. This is where you define the data content of a document. Query View has three zones displayed by default: Query Manager provides the Data and Properties tabs Result Objects pane where you specify objects for inclusion in the query Query Filters pane where you define filters to limit the query size
The Data tab displays the objects on the eFashion universe. The universe is mapped to the eFashion database. Each object you see in the Data tab represents specific data available on the database. An object can be one of the following: Dimension forms the subject matter for a query. You want to retrieve data about these subjects. - Example: Country, Year, Product Line Detail describes a dimension. - Example: Account Reference, Address, Invoice Number Measure calculation based on one or more dimensions. - Sales Revenue, Profit Margin, Annual Salary
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The dimensions and measures in a universe are contained in classes. Classes are folders that are used to organize objects in a universe:
4. Release the mouse button. The Year dimension is now in the Results Objects pane. You have not moved or copied the object Year. It remains in the universe.
Building a query
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The presence of Year in the Results Objects pane simply tells WebIntelligence that you want to retrieve information about Year.
5. 6. 7. 8. 9.
If necessary, you can remove an object from the Result Objects pane by selecting the object and dragging it back to the Query Manager. Click [Quarter] and drag it over to the Result Objects pane. The Quarter dimension appears in the Result Objects pane. Expand the Store class. Click [Store name] and drag it over to the Result Objects pane. Expand the Product class. Click [Lines] and drag it over to the Result Objects pane.
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10. Expand the Measures class. 11. Click Sales [Revenue] and drag it over to the Result Objects pane. The WebIntelligence Report Panel should appear as shown below.
Before you run the query and generate a report, you need to create filters so that the information WebIntelligence returns to the document is limited to information for a specific year and specific product lines.
Building a query
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Pre-defined filters are created by your administrator on the universe. You cannot edit or delete pre-defined filters.
This filter will limit the data returned to the document to data for the current year. You need to create a custom filter to exclude data for accessories.
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You use the Filter Editor to define the filter that will prevent information about accessories appearing when the results are returned for the query. 4. Click the arrow next to Operator, and then select Different from in the drop down list box.
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5. Select the Value(s) from list radio button. A List of all the values for Lines appears.
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6. Select Accessories and click the >> button to the right of the list.
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The new filter Lines different from Accessories appears in the Query Filters pane below the pre-defined filter This Year.
Before you run the query and generate the report, you need to create a prompt so that each regional sales manager viewing or analyzing the document can specify the state for which they want to see information.
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Creating a prompt
You want to Give regional sales managers viewing or analyzing the document the ability to view results for a selected state only. You do this by Creating a prompt that will display a message telling the user to select a state from a list when they open or refresh the document.
Define a prompt
1. The Store class should still be open. If it is not, expand it now. 2. Click the [State] dimension and drag it over to the Query Filters pane, as shown below.
Creating a prompt
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3. Verify that Equal to is the selected operator in the Operator drop down list box 4. Select the Prompt radio button. A default text for the prompt appears in the Prompt text box.
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6. Verify that the Prompt with list of values radio button is selected. If it is not, select it now. This means that the sales managers consulting the document will be able to select the state they want from a list, instead of needing to type the name of the state. 7. Clear the Keep last value(s) check box. The Filter Editor dialog box should appear as shown below.
8. Click OK.
Creating a prompt
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You return to Query View. The Query Filter pane lists the new prompt.
You are ready to run the query and generate a standard report.
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A prompt box appears. This is the prompt that you created in the query. It asks you to select a state.
2. Click California in the State list, then click the >> button at the right of the list.
3. Click OK. A progress box appears. It shows the estimated time it will take for to retrieve the data and return the results to the document.
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When the query has completed, a standard report appears containing a table. The table displays the results for the objects and filters you defined for the query. The Edit Report button on the toolbar is pressed in. This shows you that the WebIntelligence Report Panel now displays in Report view. When you are in Report View, the Data tab only lists the objects included in the document. Each report in the document is indicated by a report tab at the bottom of the report panel.
Each column in the table corresponds to an object in the query. The column headers display the name of each object. You can reposition the column borders to take into account the number of characters of column values.
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2. Click the border and holding down the mouse button, drag the border to the left to reduce the width of the Year column. 3. Repeat step 1. and 2. for the border between the columns for Quarter and Store name. 4. Expand the border between Store name and Lines. The table should now look as shown below.
In the following lesson, you will learn how to break up the table into smaller more manageable sections. You will also sort the data, add calculations, and define a custom number format for one of the table columns. First of all, you modify the default title of the report so that the title describes the data that the report contains.
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If the Properties tab is not maximized, click the Show/Hide Manager button on the Report toolbar to display all the Report Manager tabs.
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4. Type the following report title in the Text box: Product Line Sales by Store
5. Press Enter. The new title appears in the title cell on the report.
Before making more modifications to your new report (see Lesson 4), you will save the document to the Corporate Documents area in InfoView. This will make the document available to other users.
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Select Save as a corporate document. The Save to Corporate Documents dialog box appears.
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NOTE
Domains and Groups are created by your BusinessObjects administrator. This means that the Domains and Groups you see displayed in the Save to Corporate Documents dialog box may be different from those illustrated here. 2. In the Name box, type: Revenue for Current Year (<your name>) For example: Revenue for Current Year (Maria Sullivan) We advise you to include your name after the document name for the purposes of this tutorial, so that you and your colleagues can each save your own version of the document to the Corporate Documents page under a different name. 3. Type the following in the Description box: Report showing eFashion store revenue for lines other than accessories for the current year. 4. Select the Tutorial category. Or Select a different category where you want to save the document. 5. Type the following words in the Keywords box: store revenue current year eFashion 6. Select Refresh on open. This means that WebIntelligence will run the query each time the document is opened and display the prompt you created on state. This allows each person opening the document to specify the state for which they want to view and analyze data.
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NOTE
Domains and Groups are created by your BusinessObjects administrator. This means that the Domains and Groups you see displayed in the Save to Corporate Documents dialog box may be different from those illustrated here. 8. Click OK. The document is saved to the InfoView Corporate Documents page.
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9. To see the document listed on the Corporate Documents page, select your other browser window that displays InfoView and then on the Home page, click the Corporate Documents link.
10. Click the link to the category where you saved your document. Or Click All documents. Your new document is listed on the Corporate Documents page.
You are ready to either: log out of InfoView now and continue this tutorial later (see Logging out of InfoView on page 97) Or continue the next lesson in this tutorial now (see Organizing the Data in Your Document on page 99)
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lesson
100
Overview
Business question
How can I set up a document to show how much revenue each product line generated this year for each eFashion store?
Learning objective
In this lesson you will learn to structure the document to allow regional managers to specify one state, and then view the results for that state only. You will use InfoView and WebIntelligence to do the following: open a document in Edit mode group the report into sections for each quarter add a break to a table to split out product line information sort the sales revenue results to prioritize high results add sum and average calculations apply a currency format to cell values save your edits as a personal document log out of InfoView
Time
20-25 minutes.
Sample documents
One sample document accompanies this lesson: Revenue for Non Accessory Lines WebIntelligence format file (lesson4.wid)
NOTE Revenue for Non Accessory Lines demonstrates what the document will look like at the end of Lesson 4. To follow the steps in this lesson, you will open the document you created in Lesson 3 or open the sample document provided with Lesson 3 called Revenue for Current Year.
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If you are starting this lesson after having logged out from Lesson 3, refer to Logging into InfoView on page 23 to find out how to log in to InfoView. If you havent already set your create/edit options as explained in Lesson 3 in Setting your create/edit options on page 70, then set your options now.
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The WebIntelligence Java Report Panel launches and the prompt for the document appears. 4. Select California and click the >> button.
5. Click OK. The document showing sales revenue results for the current year in California appears.
You will improve this report by editing and restructuring the information.
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3. Release the mouse button. The report is separated into sections. Each section header displays the value of a quarter.
This section header displays the quarter value Q1. The table in the Q1 section only includes information for Q1.
You want to split out the information within each section by product line so that the results for each product line are grouped together. To do this, you will add a break.
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The table in each section is broken up into smaller tables sorted by the name of each product line.
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3. Select the Lines column again, then click the Properties tab to the left of the displayed report.
The options for the properties and page layout for the table breaks appear here. 4. Select Center values across break. The names of each line are centered across each break.
5. Select Avoid page break in block. This will ensure that the breaks in the table are not split across different report pages.
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2. Click the arrow next to the Sort button on the Report toolbar.
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3. Select Descending from the drop down list. The values in the Sales Revenue column are sorted in descending order within each break.
You want to add calculations to provide the sum and average of the sales revenue results for each product line per quarter.
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3. Verify that the Sales Revenue column cells are still selected. If the cells are not selected, click a cell in the Sales Revenue column now.
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4. Click the arrow next to the Insert Sum button and select Average from the drop down list as shown below.
A new table footer is inserted under the Sum row. The table footer displays the average sales revenue for each product line.
A table footer displays the average sales revenue result for each line
The new calculations use the default number format. You want to format the sum and averages differently.
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3. Click Currency in the Format Type list. The Properties pane lists the available currency formats.
5. Click OK.
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The sales revenue values are now in the new currency format.
6. Right-click a footer cell containing the sum of sales revenue for one of the lines, and repeat step 2. to step 5. 7. Right-click a footer cell containing an average value, and repeat step 2. to step 5. The sum and average values are now in the same format as the sales revenue values.
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3. Type a description in the Description box. 4. Select the Stores category you created earlier in Saving a document to a personal category on page 61. Or Select another personal document category.
5. Type in some key words that describe the document in the Keywords box.
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6. Make sure that Refresh on open is checked. This means that WebIntelligence will run the query each time the document is opened and display the prompt you created on state. 7. Click OK. The document is saved to your InfoView personal directory.
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lesson
120
Overview
Business question
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?
Learning objective
In this lesson you will learn how to include a scope of analysis in a document, so that people consulting the document can perform drill analysis on the values displayed in reports. You will use InfoView and WebIntelligence to do the following: set your drill options in InfoView open a document in Edit mode set the scope of analysis for drill test the drill capabilities of the document save the drillable document as a personal document log out of InfoView
Time
20-25 minutes.
Sample documents
One sample document accompanies this lesson: Revenue for Non Accessories Drill Active WebIntelligence format file (lesson5.wid)
NOTE
Revenue for Non Accessories Drill Active demonstrates what the document will
look like at the end of Lesson 5. To follow the steps in this lesson, you will open the document you worked on in Lesson 4 or open the sample document provided with Lesson 4 called Revenue for Non Accessory Lines.
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If you are starting this lesson after having logged out from Lesson 4, refer to Logging into InfoView on page 23 to find out how to log in to InfoView. If you havent already set your create/edit options as explained in Lesson 3 in Setting your create/edit options on page 70, then set your options now.
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2. Click the View tab. The View tab appears. It lists the options that you can set to apply automatically each time you wish to view and drill on WebIntelligence documents. 3. Select the HTML (Interactive) radio button. 4. Select the Start drill on a duplicate report radio button. 5. Check the Synchronize drill on report blocks check box.
6. Click OK. InfoView saves your new View settings. The InfoView home page appears.
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3. The prompt for state appears. Before WebIntelligence can display the document, you need to select the state for which you want to retrieve information. 4. From the list of states, select Texas, and then click the >> button. Texas appears in the Values Selected box.
5. Click OK. The document opens. The reports display results for Texas.
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The document opens in Query View. The Result Objects pane displays the objects included in the query. The Query Filters pane displays the filters that limit the data returned to the report. The Data tab displays the objects on the universe on which the document is based.
You will edit the query to include a scope of analysis for drill.
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The Scope of Analysis pane appears underneath the Query Filters pane.
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Depending on the size of your browser window, the Scope of Analysis pane may be minimized. You can expand the pane using your pointer. 2. Position the pointer over the separator between the Query Filters pane and the Scope of Analysis pane. An arrow appears.
3. Drag the separator line up until you can see the objects on the Scope of Analysis Pane.
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The Scope of Analysis is set to Custom by default. The objects that appear in white are the objects in the Results Objects pane. No other object higher or lower on the universe hierarchy than each object in the Results Objects pane appear in the Scope of Analysis pane. You will next set a scope of analysis of 2 for the query. This will allow you to drill down to detailed data two levels below the data displayed by the objects selected in the Result Objects pane when you view the reports in Drill mode.
Hierarchies radio button The data available on the eFashion universe displays in hierarchies. 2. Expand the top level of each hierarchy by clicking the + arrows. Now you can see the hierarchical relationship between the objects for drill. Each hierarchy organizes objects that return data for related information. For example, the Time period hierarchy includes Year, Quarter, Month, Week and so on. This means that when you return values for Year to the report and include two levels of analysis, you will be able to drill down from Year to Quarter and then drill down again from Quarter to Month.
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You will find out how to drill later in this lesson, in Testing the document drill capabilities on page 133.
Now that the drill hierarchies are displayed, it is easy to select the levels of information you want to make available in the document. The hierarchies for each object appear. 3. Click the down arrow new to the Scope of Analysis drop down list box.
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The objects 1 and 2 levels below the objects displayed in the Result Objects pane appear in gray. 5. Click the Hierarchies radio button at the bottom right of the Query Manager. 6. Click the All Objects radio button. The universe classes and objects appear listed again in the Data tab.
Now that you have set up the document to have drill ability, you will run the query.
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The Connecting box appears while the query is being processed. The prompt box appears. 2. Select Texas from the list of states, then click the >> button. Texas appears in the Values Selected box. 3. Click OK The query finishes running, then document opens and displays results for Texas on the report.
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WebIntelligence has inserted a duplicated report in the document. You drill on the duplicate of the original report. This is the option you set at the start of this lesson in Setting your drill options in InfoView on page 122. This allows you to drill up or down the values on the duplicate report without modifying the original.
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The dimensions that have dimensions below them on the hierarchy are shown as hyperlinks. For example, the hyperlinks on values for Lines show you can drill down from product line information to product category information. The dimensions that have dimensions above them on the hierarchy have an up arrow on the column header. For example, the arrows next to the Quarter values on each section header indicate that you can drill up the hierarchy to see summary results for Year.
The Lines column header changes to Category. The values in the Category column are the different product categories in the Trousers product line.
Drill filter displayed on the Drill toolbar
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A drill filter appears at the top of the report pane. The filter shows that because you drilled down to categories by clicking on Trousers, the table now displays results for the categories in the trousers product line. You can view values for categories in different product lines by selecting a different product line name from the filter. 3. To see the sales revenue for dresses instead of trousers, click the arrow next to the filter, then select Dresses from the Lines drop down list box.
The Category column now displays values for the product categories in the Dresses product line.
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You have verified that more detailed product information is available to the document, if a product manager wants to work in drill mode to explore more detailed data. You will now quit drill mode, and save the document to include the scope of analysis you added when you modified the query earlier in this lesson in Setting the scope of analysis for drill on page 127.
The drill icon on the drilled report tab has changed to the view icon
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The current name of the document appears in the Name text box.
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2. In the Name text box, rename the document by typing: Revenue for Non Accessories Drill Active 3. In the Description box type: Drillable document showing eFashion store revenue for lines other than accessories for the current year. 4. Select the Stores category your created in Create a new category called Stores on page 63. 5. Type the following words in the Keywords box: analysis, product lines, store revenue, current year, eFashion 6. Select Refresh on open. WebIntelligence will run the query each time the document is opened and display the prompt you created on state. Select the document domain to which you belong. 7. Click OK. The document is saved to your InfoView Personal Documents page. 8. To see the document listed on your Personal Documents page, select your other browser window that displays InfoView and then click the Personal Documents link on the home page.
9. Click the link to the category where you saved your document. Or Click All documents.
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You are ready to either: log out of InfoView now and continue this tutorial later (see Logging out of InfoView on page 140) Or continue the next lesson in this tutorial now (see Giving a Document Your Corporate Look on page 141)
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lesson
142
Overview
Business question
How can I format a document so that the reports reflect the corporate identity of my organization?
Learning objective
In this lesson you will learn how to personalize the format your document by to produce a presentation-level report that reflects your corporate style. You will use InfoView and WebIntelligence to do the following: open a document in Edit mode name the reports insert a chart in a report define the page layout for the table and chart format a chart title and legend display alternate row colors in the table insert the company logo in the page header save the document to the InfoView Corporate Documents page log out of InfoView
Time
25 to 30 minutes.
Sample documents
One sample document accompanies this lesson: Revenue for Non Accessories Corporate Standard WebIntelligence format file (lesson6.wid)
NOTE
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If you are starting this lesson after having logged out from Lesson 5, refer to Logging into InfoView on page 23 to find out how to log in to InfoView. If you havent already set your create/edit options as explained in Lesson 3 in Setting your create/edit options on page 70, then set your options now.
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Edit
2. Click Edit. The Java Report Panel launches. 3. The prompt for state appears. Before WebIntelligence can display the document, you need to select the state for which you want to retrieve information.
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4. From the list of states, select Texas, and then click the >> button. Texas appears in the Values Selected box. 5. Click OK. The document opens. The reports display results for Texas.
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Rename a report
1. Verify that the first report in the document is selected. Or Click the first report tab in the document to select the report. 2. Right-click the first report tab. A shortcut menu appears.
3. Select Rename Report. The Report Properties tab appears in the left frame of your browser window. 4. In the Name text box, type: Sales by Line 5. Press the Enter key. The new name appears on the report tab.
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6. To rename the second report in the document, repeat steps2. to 5., but name the second report: Sales by Category 7. Press the Enter key. The report information is clearly indicated by the names or each report displayed on the report tabs.
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The table appears in Structure View. Only the structure of the table is displayed. There is no data. Working in Structure View saves time when you make multiple modifications to report formats. This is because you can make multiple formatting changes to reports without requesting the server to implement each modification to the report data. Once you have completed your modifications you can return to Results View to see the results in the new format.
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If the Templates tab is not visible, click the Show/Hide Manager button on the Report toolbar to display the Report Manager tabs. The Templates tab lists the different templates for reports, tables, charts, and free-standing cells.
3. Click the + sign next to Charts. The different chart templates are listed. 4. Click the + sign next to Bar. The different types of bar chart templates are listed here. 5. Click Vertical Grouped.
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6. Drag the Vertical Grouped template over to the Report panel and drop it to the right of the table as shown below. Be sure to drop the chart template inside the two Section dividers, so that the chart will appear within the report sections.
Section dividers
You will now add the objects that you want to be included in the chart. When you view the report again in Results View the chart axes and bars will display the values for these objects.
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2. Select the Lines dimension. 3. Hold the mouse button down and drag Lines to the chart. 4. Position Lines under the x-axis. The ToolTip Place dimension objects here appears.
5. Drop Lines onto the x-axis. 6. In the Data tab, select the Sales Revenue measure and drag it to the y-axis. 7. Drop Sales Revenue onto the y-axis when the ToolTip Place measure objects here appears.
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Now that you have allocated objects to the chart, you can populate the chart with data by switching to Results View.
The report is displayed in Results view. The new chart appears to the right of the table. The values for the objects you allocated to the chart display on the chart bars and axes.
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3. With the chart still selected, drag the border to the right until the values for lines on the x-axis display more clearly.
If you cant drag the chart border far enough in one move, use the scroll button at the bottom of the report panel to scroll further to the right and then drag the chart border to the right again.
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4. Position your pointer on the bottom border until an arrow appears. 5. Drag the border down until the values for sales revenue on the y-axis display more clearly.
You can reduce the size of the text that displays the sales revenue values on the X-axis and the size of the text that displays the names of the lines on the Y-axis. To do this, you will modify the properties of the X-axis values and Y-axis values.
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Click the arrow here to display the list of chart elements you can format
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X-axis grid
X-axis values
Y-axis values
You want to hide the X-axis grid from displaying on the chart.
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3. In the Grid section of the options, make sure that Show grid is not selected.
4. In the Apply To section, click the arrow next to the button that displays Y-Axis Values, and then select Y-Axis Values from the list. 5. In the Grid section of the options, leave Show grid selected. WebIntelligence applies the new format settings to the chart.
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6. Click the Properties tab. 7. Click the Report Page Layout sub-tab. 8. In the Page Size section of the options, click the arrow on the button that displays the orientation, then select Landscape from the drop-down list.
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The page orientation of the report changes to Landscape. This change only applies to the current report. The orientation of the second report in your document remains unchanged. 9. Click the arrow on the button that displays the size.
10. Select A3 from the drop-down list 11. To preview how the document will appear once the page size is applied, click the View Page Layout button on the Report toolbar.
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section divider
The Section Format tab appears. 3. Click the Page Layout sub-tab.
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4. Select Start Section on a new page. 5. Select Avoid page break in section. 6. Click the View Results button to view the properties applied to the results on the report. WebIntelligence applies the page layout properties you defined for the section and displays the results on the report. For the moment, you want to continue making more formatting changes without needing to navigate the page breaks. 7. Click the View Page Layout button again to return to Normal mode.
The report appears in Normal Mode. The page breaks and margins no longer appear.
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5. Select Chart Title from the drop down list. The formatting options for chart titles appear.
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6. In the text box, type: Quarterly Revenue by Line 7. In the Font section, click the Regular button and select Bold from the drop-down list.
8. In the Color section, click the color and select dark blue from the drop down list. The title displays in the new format.
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5. Select Chart Data from the drop down list. The Data options appear.
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Add a legend
1. 2. 3. 4. Select the chart. Click the Properties tab. Click the Chart Properties sub-tab. Under Display, select Axis Legend.
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5. To position the axis legend below the chart, click the button.
The button that appears next to the Axis Legend check box displays the position of the legend
The axis legend moves below the chart. You have finished your formatting modifications to the chart and can now move on to format the table.
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This means that WebIntelligence will apply the background color displayed in the Color list box to every two rows of the table. 5. Click the arrow on the button next to Color, and then select Light Gray from the drop down list.
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To give the document a corporate look and feel, you insert the eFashion logo in the page header.
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Insert a logo
1. Click the View Page Layout button on the top toolbar. 2. Click the report page on an empty area above the section header that displays Q1 The page header boundary appears.
The page header appears here at the top of the report page
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5. In the URL text box type the file name of the eFashion logo: efashion_logo.gif.
WebIntelligence inserts the following string in front of the file name: boimg:// 6. Press the Return key. The logo appears on the page header of the selected report.
7. Select Apply to all reports. The logo will appear on all the report pages in the document. You may need to resize the page header to display the logo correctly.
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8. Click an empty area of the report page above the page header area.
9. Click the Properties tab. 10. Click the Report Properties sub-tab. The options for sizing page headers and footers appear.
Ensure that Set header height is checked. 11. Click the + arrow to increase the size of header height to 2.0 cm. The eFashion logo displays correctly. Now that you have finished your formatting changes, you can save the document to the Corporate Documents page on InfoView, so that product line managers across your organization can access the document.
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2. In the Name box, type: Revenue for Non Accessories Corporate Standard (<your name>) For example: Revenue for Non Accessories Corporate Standard (Maria Sullivan) We advise you to include your name after the document name for the purposes of this tutorial, so that you and your colleagues can each save your own version of the document to the Corporate Documents page under a different name.
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3. Type a meaningful description of the document in the Description box. 4. Select the Tutorial category. Or Select a different category where you want to save the document. 5. Type some keywords, which will help people search for the document if they need to, in the Keywords box. 6. Select Refresh on open.
WebIntelligence will run the query each time the document is opened and display the prompt you created on state.
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Each person opening the document will specify the state for which they want to view and analyze data. 7. Select the document domain to which you belong. 8. Click OK. The document is saved to the InfoView Corporate Documents page. 9. To see the document listed on the Corporate Documents page, select your other browser window that displays InfoView and then click the Corporate Documents link on the home page.
10. Click the link to the category where you saved your document. Or Click All documents. Your new document is listed on the Corporate Documents page.
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2. Select any state. 3. Click Run Query. InfoView displays the document with the information for the state you requested. You now have the document structure and the drill capabilities required by product managers to analyze sales revenue for product lines by quarter for eFashion shops in their state. You are ready to log out of InfoView now.
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appendix
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Overview
This tutorial comes with sample WebIntelligence documents based on data from the fictional retail store eFashion. In order for you to use this tutorial, your administrator needs to make the sample documents and eFashion universe accessible to you in InfoView and provide you with the appropriate security rights. The procedures in this appendix are intended for your BusinessObjects administrator. They require the use of Supervisor and InfoView, as well as access to the Business Objects server. This appendix tells administrators how to: set up the eFashion universe and data source make the sample documents accessible to users in InfoView give users the security rights that correspond to the product modules demonstrated in this tutorial
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If you are not using efashion.zip Microsoft Access, this Or compressed archive efashion.tar contains scripts that enable you to create the eFashion database on an RDBMS. Refer to the Read Me file in the archive for full information.
If you have already installed the Demo Kit, continue to Configuring the eFashion universe for InfoView on page 180. If you performed a custom installation or chose not to install the Demo Kit when you installed InfoView and WebIntelligence, you need to install the Demo Kit now.
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Installing the Demo Kit from the product CD The Demo Kit is in the Demonstrations directory on the setup wizard.
For full information on how to install the Demo Kit using the setup wizard, see the Demonstrations section in the: Installation and Configuration for Windows guide or Installation and Configuration for Unix guide
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When you perform a standard installation of the BusinessObjects suite, these documents are installed with the Demo Kit materials by default in the following directory on the BusinessObjects server: $INSTALLDIR\demo\documents If you have already installed the Demo Kit, continue to Creating corporate document categories for the sample documents on page 183. If you performed a custom installation or chose not to install the Demo Kit when you installed InfoView and WebIntelligence, you need to install the Demo Kit now. (For full information about installing the Demo Kit, see Installing the eFashion universe and data source on page 179.)
NOTE
In Lesson 6 of the tutorial, users need to link the image file efashion_logo.gif to their WebIntelligence document. You will need to provide users of the tutorial with the URL to this file so they can type the URL into their document.
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2. Launch InfoView. InfoView creates your personal documents directory: $INSTALLDIR\nodes\<server name>\<cluster name>\storage\user\<your user name> 3. Paste the sample documents into your personal documents directory.
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Creating corporate document categories for the sample documents To create corporate document categories for the sample documents: 1. In InfoView, click Corporate Documents. 2. Click the Manage Categories button next to the Corporate Documents title.
3. Type the category name (for example, Tutorial) in the Categories box, then click Create.
The new Tutorial category appears listed on the Corporate Categories page. We recommend you create a sub-category for each lesson in the tutorial, so that users can easily identify the document(s) relevant to a specific lesson.
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4. Click the link to the Tutorial category. 5. Click the Manage Categories button next to the Tutorial title.
The new sub-category appears listed. 7. Repeat steps 4 to 6 to create a sub-category for each lesson. The Tutorial category list looks like this:
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Saving the documents to the InfoView categories You need to make the sample documents accessible to users of the tutorial via the Corporate Documents page on InfoView. To do this, you: open and save the WebIntelligence (wid files) upload and save the Excel spreadsheet (xls file).
NOTE
Before you can do this, you need to copy the sample documents to your personal folder on the BusinessObjects server. (If you havent done this already, see Saving the documents to the InfoView categories on page 185). Saving the wid files To make the WebIntelligence documents available to users of the tutorial, you need to open each document you pasted to your Personal Documents area on InfoView (seeCopying the documents to your personal documents folder on page 182 ) and save the documents to the Corporate Documents page. To save a document as a corporate document: 1. Verify that the Create/Edit options tab on your InfoView Options page has the Java Report Panel selected as your WebIntelligence document editor.
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2. On the Personal Documents page, click View Details. This will allow you to open each selected documents in the Java Report Panel. 3. Click Edit next to one of the sample documents.
The selected document opens in the Java Report Panel. 4. Click the arrow next to the Save button on the report panel toolbar, then select Save as a corporate document... 5. Type the document name as it should appear in InfoView. The following table lists the names used for each sample WebIntelligence document in the tutorial: File Name lesson1.wid lesson2.wid lesson3.wid lesson4.wid lesson5.wid lesson6.wid lesson1.xml Document Name Store Sales Revenue_1 Store Sales Revenue_2 Revenue for Current Year Revenue for Non Accessory Lines Revenue for Non Accessories Drill Active Revenue for Non Accessories Corporate Standard Store Sales Revenue
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6. Select the category and sub-category where you want the selected document to appear on the Corporate Documents page in InfoView.
The following table lists the suggested category and sub-category names for each sample WebIntelligence document: File Name lesson1.wid lesson1.xls lesson2.wid lesson3.wid lesson4.wid lesson5.wid lesson6.wid InfoView Category Tutorial Tutorial Tutorial Tutorial Tutorial Tutorial Tutorial InfoView Sub-Category Lesson 1 Lesson 1 Lesson 2 Lesson 3 Lesson 4 Lesson 5 Lesson 6
7. Select a document domain and user group. For full information about creating domains and groups, see the Supervisors Guide. 8. Check Refresh on open. This will activate any prompts when the users of the tutorial open a sample document with prompts.
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9. Click OK. 10. Close the Java Report Panel browser window. 11. Repeat steps 3. to 10. for each document. When you return to InfoView via your web browser, the sample WebIntelligence documents appear listed on the Corporate Documents page in the categories you specified. Uploading the xls file to the InfoView Corporate Documents page You need to upload the xls file from the BusinessObjects server to the Corporate Documents page in InfoView. 1. On the InfoView home page, click add a document.
2. Click browse to locate the file. 3. To confirm the file path, click OK. The file opens in the associated application within InfoView. 4. Click the Save link on the InfoView toolbar. The Save options appear. 5. Click Save as Corporate Document.
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6. Delete the file name and type the document name you want InfoView to display.
The name used for the sample xls document is as follows. File Name lesson1.xls Document Name Store Sales Revenue
7. Click the Categories tab, and the select the appropriate category and sub-category.
The following table lists the suggested category and sub-category for the sample Excel file. File Name lesson1.xls 8. Click OK. InfoView Category Tutorial InfoView Sub-Category Lesson 1
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9. Click the Main tab again, and select the Domain where you want to save the document and then select the Group(s) to which you want to give access. For full information about creating domains and groups see the Supervisors Guide. 10. Click OK. InfoView displays a message to confirm that the document has been saved.
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Index
A
activating structure view 148 adding break 106 calculations 111 chart 148 chart title 162 color to chart 164 data to chart 152 name to report 146 objects to chart 151 allocating security rights 191 applying number formats 113 average inserting calculation 111 changing page orientation 158 chart adding and formatting 162 adding color 164 adding data 152 adding objects 151 defining page layout 158 formatting 162 inserting 148 resizing 153 resizing axis text 155 selecting template 149 checking browser version 22 color adding to chart 164 alternate table rows 167 column resizing 90 configuring efashion connection 180 consultants Business Objects 11 Corporate Documents open document 46 saving document 172 saving sample files 182 saving to 93 create options setting 70 creating custom filter 79 new personal category 63 prompt 83 query 72 sections 104 custom filter creating 79
B
break adding 106 sorting data 109 browser checking configuration 19 building query 72 Business Objects consulting services 11, 13 documentation 10 Documentation Supply Store 9 support services 11 training services 11, 13
C
calculation inserting 111
Index
194
D
data adding to chart 152 sorting 54 sorting in a break 109 data definition defining in query 75 defining custom filter 79 page layout 158 prompt 83 query data definition 75 demo materials 9 demo kit setting up 179 descending apply sort 54 Developer Suite 10, 12 displaying alternate row colors 167 scope of analysis pane 127 document formatting 144 open for editing 102 open in edit Mode 124 save as Excel 36 save to Corporate Documents 93 save to Personal Documents 61 searching 28 testing drill 133 viewing 29 viewing final 175 viewing page by page 35 Document Map using 33
documentation CD 9 feedback on 10 on the web 9 printed, ordering 9 roadmap 9 search 9 Documentation Supply Store 9 drill activating Drill Mode 56 down 134 ending session 136 on duplicate report 56 setting options 44, 122 setting scope of analysis 127 testing in document 133 Drill Mode activate 56 duplicate report drilling 56
E
Edit Mode opening document 124 edit options setting 70 editing document 102, 144 education see training efashion installing universe and data source 179 ending drill session 136 Excel save as 36
F
feedback on documentation 10 filter custom 79 defining 50 pre-defined 78
Index
195
filtering query 78 using custom filter 79 formatting chart 162 chart title 162 document 144
M
multimedia quick tours 10
N
naming report 146 navigating reports 32 number format customizing 113
G
generating report 87 grouping data in sections 104
O
Online Customer Support 11 opening corporate document 46 document to edit 102, 144 in Edit Mode 124
H
HTML pane using Document Map 33 HTML panel description of 32
I
InfoView accessing 23 log out 65 logging out 40 setting drill options 44 inserting calculations 111 chart 148 company logo 169 installing demonstration materials 179
P
page layout defining 158 PDF viewing report 59 Personal Category creating 63 Personal Documents saving to 61, 116 pre-defined filter using 78 printing report as PDF 59 prompt creating 83
K
Knowledge Base 12
Q L
landscape setting page orientation 158 logging out of InfoView 40, 65 logo inserting 169 query building 72 creating 72 filtering 78 running 87
Index
196
R
renaming report 146 report drill on duplicate 56 generate 87 naming 146 navigating 32 report tabs using 34 resizing chart 153 chart axis text 155 table columns 90 restricting data using filters 50 running query 87
S
sample files setting up 181 save as Excel 36 saving as personal document 116 report as PDF 59 sample files to Corporate Documents 182 to Corporate Documents 93, 172 to Personal Documents 61 scope of analysis setting level 127 search documentation 9 searching for WebIntelligence document 28 section create 104 security rights allocate to users 191 selecting chart color 164 chart template 149 view format 26
set up sample files 181 setting create options 70 drill options 122 scope of analysis 127 WebIntelligence options 26 sort apply descending 54 data by a dimension 54 sorting data in a break 109 splitting information using breaks 106 starting drill 56 InfoView 23 structure view activating 148 sum inserting calculation 111 support customer 11
T
table add break 106 adding color 167 defining page layout 158 resizing columns 90 tabs using report tabs 34 template selecting chart 149 testing drill capabilities 133 Tips & Tricks 10 training on Business Objects products 11
U
using pre-defined filter 78
Index
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V
view format selecting 26 viewing document 29 final document 175 page by page 35 report as PDF 59
W
web customer support 11 getting documentation via 9 useful addresses 12 WebIntelligence drill options 44 setting options 26
Index
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Index