BOW310 Web Intelligence: Report Design | PARTICIPANT HANDBOOK INSTRUCTOR-LED TRAINING Course Version: 15 Course Duration: 2 Day(s) Material Number: 50120674SAP Copyrights and Trademarks (© 2014 SAP AG. Al rights reserved. 'No part ofthis publication may bereproduced or transmitted in any form or fr any purpose without ‘the express permission of SAP AG. 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Sybasels an SAP company. ‘other product and service names mentioned are the trademarks of ther respective companies. Data contained inthis document serves Informational purposes only. National product specifications may vary.Those materials are subject to change without notice, These materials are provided by SAP AG anaitsafilated companies ("SAP Group’) for informational purposes only, without Fepresentaton or warranty of any kind, and SAP Grou shalt mat be labe Tor errors or omissions with respect tothe materials. The only warranties for SAP Greup products and services are those that are set forth in the express warranty statements accompanying such products and services, itary. Nothing herein should be construed as constituting an adaitional waranty. © Copyright. All rights reseropyright.Allights reserved,About This Handbook This handbook is intended to both complement the instructor-led presentation of this course and to serve asa reference for self-study. Typographic Conventions American English is the standard used in this handbook The following typographic conventions are also used. This information is displayed in the instructor's presentation mi Demonstration Procedure Warning or Caution Hint Related or Additional Information vy ¥ 4 Qo » = Facilitated Discussion User interface control Example text Window title Example text © Copyright. Allnghts reson v eyopyright.Allights reserved,Contents 19 a 25 a 34 7 55 57 al 63 67 72 6 83 89 95 99 m 113 126 130 133, 137 143 Course Overview Unit 1: Unit Unit 4: Web intelligence Lesson: Describing Web Intelligence Concepts. Lesson: Explaining Web Intelligence Core Functions: Lesson: Describing Web Intelligence and the SAP BusinessObjects Business Intelligence Platform Web Intelligence Documents with Queries Lesson: Creating Queries Lesson: Creating a Document Exercise 1: Create a Document With a Simple Query Lesson: Modifying a Document's Query Lesson: Modifying Queries Data Return Restrictions from Queries Lesson: Restricting Data with Query Filters Lesson: Modifying a Query with a Predefined Query Filter Lesson: Applying a Single-Value Query Filter Exercise 2: Filter Transactions in a Date Range. Lesson: Using Wildcards in Query Fitters Exercise 3: Restrict Data Lesson: Using Prompts to Restrict Data Exercise 4: Add a Prompt Lesson: Using Complex Filters Exercise 5: Restrict Data with Multiple Filters Web Intelligence Document Design Lesson: Modifying Web Intelligence Documents Lesson: Displaying Data in Tables Lesson: Using Tables Lesson: Presenting Data in Free-standing Cells Lesson: Presenting Data in Charts Exercise 6: Design Web Intelligence Reports © Copyneht = * By161 163 166 172 7 181 186 189 194 199 206 217 218 223 232 235 247 248 250 257 258 261 269 2 273 276 278 281 284 288 289 Unit 5: Unit 6: Unit 8: Unit 9: Presentation of Data in Documents Lesson: Using Breaks and Calculations Lesson: Using Sorts and Hiding Data Lesson: Formatting Breaks and Cross Tables Exercise 7: Format Breaks and Vertical Tables, Lesson: Filtering Report Data Lesson: Ranking Data Exercise 8: Enhance the Presentation of a Report Lesson: Highlighting Information with Formatting Rules Exercise 9: Create a Complex Formatting Rule Lesson: Organizing a Report into Sections Web Intelligence Document Formatting Lesson: Formatting Documents Exercise 10: Format and Print Reports Lesson: Formatting Charts Exercise LL: Format Charts Data Calculation Lesson: Applying Formulas and Variables Lesson: Using Formulas and Variables Drilling Functionality Lesson: Analyzing the Data Cube Lesson: Drilling in a Web Intelligence Document. Web Intelligence Documentation Management Lesson: Publishing Documents to the Corporate Repository Lesson: Logging In to the BI Launch Pad Lesson: Mariaging Documents in BI Launch Pad Lesson: Viewing a Web Intelligence Document in the BI Launch Pad Lesson: Sharing Web Intelligence Documents Lesson: Setting Bl Launch Pad Preferences Lesson: Logging Off From the BI Launch Pad Exercise 12: Manage and Share Web Intelligence Documents ‘opytight. All ights reserved,Course Overview ‘TARGET AUDIENCE This course is intended for the following audiences: + Application Consultant + Project Stakeholder + Super / Key / Power User © Copyneht =opyright.Allights reserved,Lesson 1 Describing Web Intelligence Concepts 2 Lesson 2 Explaining Web Intelligence Core Functions 6 Lesson 3 Describing Web intelligence and the SAP BusinessObjects Business Intelligence Platform 10 | UNIT OBJECTIVES Explain how Web Intelligence allows access to information Explain how Web Intelligence queries retrieve data from corporate databases Choose a presentation style to display data in Web Intelligence documents Explain how Web Intelligence allows you to analyze data at different levels of detail Describe the SAP BusinessObjects Business Intelligence platform Explain the relationship between the SAP BusinessObjects Business Intelligence platform, Web Intelligence, and the BI launch pad Describe the different methods available for sharing Web Intelligence documents with your colleagues Zope i ByDescribing Web Intelligence Concepts LESSON OVERVIEW This lesson expiains Web Intelligence concepts. Web Intelligence is a tool for analyzing the business information of your organization. Web Intelligence provides access to the information ‘that you need through the SAP BusinessObjects semantic layer. Business Example Your organization has chosen to use Web Intelligence to query your databases and to report, analyze, and share key data to make business decisions. This overview of Web intelligence and its semantic language supports you in your ability to use the application effectively. Therefore, you require the following knowledge: + Anunderstanding of how Web Intelligence allows you to access information + Anunderstanding of universes, the SAP BusinessObjects semantic layer that allows you to query your corporate databases using your own everyday business terms LESSON OBJECTIVES After completing this lesson, you will be able to’ + Explain how Web Intelligence allows access to information Information and Web Intelligence Getting the Right Information to Make Decisions — i. “esp Mair Eh Fest corinne orweneengeee As part of your job, you and your colleagues need quick and easy access to information to make correct decisions. ‘opytight. All ights reserved,You need to access information using your everyday business vocabulary without having to understand the technical details of information storage. Once you have analyzed this information, you need to be able to share it with your colleagues. Lesson: Describing Web Intelligence Concepts Web Intelligence allows business users to access and analyze corporate data from various data sources both online and offline, Business users can also share data and insights with colleagues, customers, and partners over intranets and extranet. Data Sources and Web Intelligence Documents ‘The data sources from which you can access data using Web intelligence are as follows: a + Relational databases + Online Analytical Processing (OLAP) servers + Personal data providers such as files in Microsoft Excel comma-separated values (.csv) files + Business Explorer (BW-BEX) queries based on InfoCubes + Webservices + Advanced Analysis workspaces + The SAP HANA data source Note: | > ‘The SAP HANA data source allows you to benefit from in-memory computing, You can use your Internet browser to log into the BI launch pad, the BI portal. You can then create and edit Web Intelligence documents (WiDs) and analyze the data displayed in these documents. You can use the Web intelligence Desktop, a standalone Microsoft Windows application that can be installed on your computer. The Web Intelligence Desktop lets you continue to work with WIDS when you are unable to connect to the BI launch pad, when you want to perform calculations, locally rather than on the server, and when your organization chooses to deploy Web Intelligence without installing SAP BusinessObjects Business Intelligence platform servers or an application server. You can also use the Web Intelligence Desktop when connected to the SAP BusinessObjects Business Intelligence platform repository. This repository is known as the Central Management Server (CMS). If you use the Web Intelligence Desktop when connected to the CMS, you are working in Connected mode. In this mode, you can publish documents that you have created locally so that users of BI launch pad can access them in the CMS repository. The Semantic Layer Web Intelligence allows you to access and analyze your organization's data from relational databases and OLAP servers by means of a semantic layer in one or more SAP BusinessObjects © Copyright. Allrartsresery 3 eyuniverses. This semantic layer is a view of your organization's data, presented as one or more universes. Unit: Web inteligence Web Intelligence also allows you to access data in other data sources such as a BEx Query or an Excel fle without a universe. Universes are based on business terminology with which you are familiar and are shared throughout an organization so they shield users from the technical complexities of the databases ‘where corporate information is stored, Web intelligence uses universes to provide access to data. Using a universe's business-oriented View of the data, you can create queries in Web Intelligence and get information using your own everyday terms. ‘To understand how the semantic layer functions for relational databases, you need to be familiar with the following terms: _ + Object Objects are elements in a universe that map to a specific set of data in a relational database. Each object in an SAP BusinessObjects universe is defined with a business term that is ‘commonly used in your organization, such as country, year, revenue, customer name, or customer address. + Folder Folders are logical groupings of related objects For example, a Store folder includes the objects State, City, and Store name. The Store folder can also include a sub-folder, called Store details, which contains other objects related to Stores, + Predefined Query Filter Predefined query filters are used to restrict the data returned by an object used in a query. ‘These elements can be identified by icons such as yellow filters. + Universe ‘An SAP BusinessObjects universe relates the objects for a business area, such as the finance, sales, human resources, or procurement departments, to the data of your organization stored inits databases. One example universe used throughout this course is called eFashion. This universe defines objects related to a fictional fashion company. Another universe used throughout the course is Island Resorts Marketing. This universe defines objects related to a fictional vacation resorts company. Universes are created by a universe designer who is familiar with the databases of your organization. The designer uses the universe design tool to create universes. The universe designer then makes the universes available to you and other users in the Bl launch pad. The BI launch pad is a part of the SAP BusinessObjects Business Intelligence portal. When you create WIDs, first select a universe to query the database where the required data is stored. a ‘opytight. All nights reserved,Lesson: Describing Web Intelligence Concepts Figure: Querying with Web Intligence Quick and Easy Access to Information Figure: Representation ofa Business Business intelligence software offers tools for generating reports automatically whenever they are needed and provides easy analysis and querying to help with the decision-making process. Many BI platforms require the intervention of an information service to produce personalized OLAP cubes which are then used for reporting. Web Intelligence users, however, have direct access to the source database, allowing for robust query and analysis options. This helps users, ‘to respond to both everyday questions and individual problems, allowing them to make good decisions quickly. LESSON SUMMARY You should now be able to: + Explain how Web Intelligence allows access to information Doone Moa = EGYExplaining Web Intelligence Core Functions LESSON OVERVIEW This lesson explains how Web Intelligence queries retrieve data from corporate databases and how to choose a presentation style to display data in Web Intelligence documents. Web Intelligence allow you to analyze data at different levels of detail Business Example Your organization has chosen to use Web Intelligence to query your database and to report, analyze, and share key data to make business decisions. You require the following knowledge to support you in your ability to use the application effectively: + Anunderstanding of how Web Intelligence queries retrieve data from corporate databases + Anunderstanding of how to choose a presentation style to display data in Web Intelligence documents + Anunderstanding of how Web Intelligence allow you to analyze data at different levels of detall LESSON OBJECTIVES After completing this lesson, you will be able to: + Explain how Web Intelligence queries retrieve data from corporate databases + Choosea presentation style to display data in Web Intelligence documents + Explain how Web Intelligence allows you to analyze data at different levels of detail Web Intelligence Querying ent opyright.Allights reserved,Lesson: Explaining Web Inteligence Core Functions To gather the required data, begin by creating a Web Intelligence document and selecting the data source that gives you access to the appropriate data, for example, an SAP BusinessObjects universe. Next, you use the Web Intelligence Query Panel to add and organize the objects which interest you from your selected universe. When you build a query in the Web Intelligence Query Panel, choose the universe objects and query filters which represent your business question. The query is sent to the Web Intelligence server when itis executed, if you are connected to the SAP BusinessObjects Business intelligence platform CMS, which generates the final Structured Query Language (SQL) statements, the language used to query the database. The SQL query is then sent to the database to retrieve the data mapped to the selected objects. ‘The database returns rows of data to the Web Intelligence server, which populates the data as a microcube, called a data provider. This information is then formatted and displayed in a Web Intelligence report as a simple table or a complex chart that you can use for analysis. ‘A Web Intelligence document can contain multiple reports, and each report can be bullt using. different queries. Once you run the query and retrieve the data you require, you can structure and organize the data in the Web Intelligence document. Web Intelligence Reporting You can use features of Web Intelligence documents to create professional reports from the data you retrieve, You can display the retrieved data as follows: mn + Asa table (horizontal, vertical, form, or cross table) + Asa chart (bar, box, column, line, map, pie, point, radar, or tag cloud) + Asa multiple-block report containing large amounts of data pecseoves ‘some cosine seize covers s20 esses suse, cite siaes a0 toes sass Figure: Reporting with Web inteligence Scope Area 7 SEUnit 1: Web inteligence Reports Analyzing ‘You can analyze reports and switch your business perspective by performing the following actions: + Changing the display to make important information more visible Dragging and dropping objects Inserting calculations + Performing multidimensional analysis, by looking at results on a global level or drilling down to amore detailed level of information Eom RES 5 Switch business "ana new perspective = | Figure 6: Analyzing with Web Inteligence qi | a Ph ere tatrairerscraarnas opyright.Allights reserved,Lesson: Explaining Web iteligence Gore Functions LESSON SUMMARY You should now be able to: + Explain how Web Intelligence queries retrieve data from corporate databases + Choose a presentation style to display data in Web intelligence documents + Explain how Web Intelligence allows you to analyze data at different levels of detail © Copyright. Al rghts reson EESAP ADescribing Web Intelligence and the SAP BusinessObjects Business Intelligence Platform LESSON OVERVIEW This lesson explains how users can access Web Intelligence either as a stand-alone application on a desktop or as a Web application from within the SAP BusinessObjects Business intelligence platform portal, also called the BI launch pad Business Example You need an understanding of the SAP BusinessObjects Business Intelligence (61) platform and how Web Intelligence and the BI launch pad work together. Therefore, you require the following knowledge: + Anunderstanding of the SAP BusinessObjects Business Intelligence platform + Anunderstanding of the relationship among the SAP BusinessObjects Business Intelligence platform, Web Intelligence, and the BI launch pad + Anunderstanding of the different methods available for sharing Web Intelligence documents with your colleagues LESSON OBJECTIVES After completing this lesson, you will be able to: + Describe the SAP BusinessObjects Business Intelligence platform + Explain the relationship between the SAP BusinessObjects Business Intelligence platform, Web Intelligence, and the BI launch pad + Describe the different methods available for sharing Web Intelligence documents with your colleagues SAP BusinessObjects Business Intelligence Platform ‘The SAP BusinessObjects Business Intelligence platform combines end-user insight with flexible systems management for a single BI standard, allowing administrators to confidently deploy and standardize their Bl implementations on a proven, scalable, and adaptive service-oriented architecture. The SAP BusinessObjects Business Intelligence platform stores, Web Intelligence documents; SAP Crystal Reports; SAP BusinessObjects Dashboards models; Analysis workspaces; spreadsheets; and other documents. With the SAP BusinessObjects Business Intelligence platform, you can access this information and organize it to suit your preferences. x0 opyright.Allrights reserved,