Edit Desktop Intelligence

Desktop Intelligence XI R3
Date: Presenter:Mr.Suresh
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How The Course is Organized

1. 2. 3. 4. 5. 6. 7. 8. Introduction to Desktop Intelligence Getting Started with Desktop Intelligence Manipulating Data using Simple Calculations, Sorts and Filters Simple Drilling Using Different Presentation Styles to View Data Simple Queries Sharing Reports with Colleagues End of Course Challenge
Starting Desktop Intelligence

2-tier Desktop Intelligence A 2-tier Desktop Intelligence deployment has a specific client server configuration where the program files to run the report engine are on the same machine. 3-tier Desktop Intelligence Desktop Intelligence 3-tier mode, is the lighter version of the Desktop Intelligence in 2-tier mode. It has specific configuration where a light client version of the Desktop Intelligence report engine connect to the web server for all the middleware used for data connections. Users can access 3-tier mode via Infoview or from the start menu if they have a connection to Business Objects server.
Basic Differences
Action Format a table with custom formats Apply a templates Create complex calculations Create user objects and variables 2-tier Deployment Yes Yes Yes Yes 3-tier Deployment Yes Yes Yes Yes
Use VBA macros and Add-ins

Access data using free-hand SQL Add a different data provider Use XML data Send a document to users via email
Yes
Yes Yes Yes Yes
No
No No Yes Yes
Logging in to Desktop Intelligence

Desktop Intelligence XI Release 2 Desktop Intelligence
1. Enter your system name in the System box 2. Enter your username and password
3. Choose your authentication mode in the Authentication list

4. Click OK
Getting Help
For general help:
Getting Help
To read the Desktop Intelligence Users Guide:
Getting Help
For a quick guided tour of BusinessObjects:
Opening a Document
To open a document held in a local or shared folder:
Click the Open button in the Report Toolbar.
demo2.rep
Parts of the Document Window

The Data Manager Click the Data Manager button to hide the Data Manager panel. More reports, accessed by clicking a Report tab
Data in a Table Block
The Status Bar
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Blocks
Data is displayed in Blocks:
Table Block Financial Block
Chart Block
Crosstab Block
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Refreshing a Report
The last time the data was refreshed is shown in the Status Bar: To refresh the data:
Click the Refresh Data button in the Standard Toolbar.
When the data is refreshed, the new date is shown in the Status Bar
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Resizing a Column
You can use drag and drop to resize a table column:
Move the mouse pointer over the table column border. Drag and drop the border.
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Resizing Rows
You can use drag and drop to resize table rows:
Move the mouse pointer over the table row border.
Drag and drop the border.
The rows are resized, but not the heading row.
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Resizing the Heading Row

You can use drag and drop to resize the heading row:
Move the mouse pointer over the table headings border.
Drag and drop the border.
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Specifying Row and Column Size

You can specify the size of columns and rows by using the AutoFit feature:
Specify the width Specify the height
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Dragging and Dropping Columns

You can move columns by dragging and dropping them:
Select the column you want to move.
Drag and drop the column.
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Changing Column Titles

You can change the titles of columns:
Double click on the title you want to change.
Stor e
Type the new title.
Press the Enter key.
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Applying Calculations to Columns

BusinessObjects provides many automatic calculation functions:
Move the mouse pointer over a column in a table.
Click on right mouse button.
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Adding a Sum
You can sum data in a column automatically:
Click on the Measure column you want to sum.
Click the Insert Sum button in the Report Toolbar.
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Adding a Percentage
You can add percentage data to a column automatically:
Click on the Measure column you want to add percentages to. Click the Show as Percentage button in the Report Toolbar.
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Counting Rows of Data

Desktop Intelligence provide two functions for counting rows of data:
Count - counts distinct values only Count All - counts all rows in a column, including duplicates and empty rows
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Counting Distinct Rows of Data

Use the Count function to count distinct rows:
Click on the column you want to apply the Count to.
Click the Insert Count button in the Report Toolbar. Unique rows
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Counting All Rows of Data

Use the Count All function to count all rows:
Right click on the column you want to apply the Count All function to. Choose Count All.
All rows
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Sorting Data
BusinessObjects lets you sort the data in columns automatically. There are 3 types of sort:
Sort in ascending order - A to Z, 1 to 9, dates past to present Sort in descending order - Z to A, 9 to 1, dates present to past Custom sort - you can sort on multiple columns, select special month and day sorts or design your own
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Applying a Sort
The sort options are shown in the Report Toolbar:
Click on the column you want to sort.
Click the Insert Sort button in the Report Toolbar.
Click the appropriate sort button.

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Applying a Custom Sort
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Filtering Data
BusinessObjects lets you view only the data you want to see.
Click on the column you want to filter.
Click the Insert Filter button in the Report Toolbar.
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Review
Resizing columns and rows Moving columns Changing table column titles Moving tables Moving report titles Applying calculations Applying sorts Applying filters
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Drilling on Data
BusinessObjects allows you to drill to different levels within your data.
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Using Drill Mode

Click on the Drill button in the Standard Toolbar.
BusinessObjects creates a duplicate report for drilling.
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Drilling Down
Move the mouse pointer over the data you want to drill down on.
Double click the left mouse button.
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Drilling Across Data

The Drilling Toolbar
Click on the dropdown box.
Choose the data you want to drill across to.
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Drilling Up Data
Move the mouse pointer over the data you want to drill up on.
Double click the left mouse button.
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Review
Switching on drill mode Drilling down Drilling across data Drilling up
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Using Different Presentation Styles to View Data
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Presentation Styles
BusinessObjects has different block types that you can use to format data in your report:
Table Block Chart Block
Financial Table
Crosstab Block
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Tables
A table is the default style for presenting data. All the reports you have used so far in this course have been in this format.
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Financial Tables
A financial table is very like an ordinary table except that the headings run vertically rather than horizontally.
Horizontal data Vertical data
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Crosstabs
A crosstab looks like a spreadsheet with data in cells.
Table Crosstab
Row and column headings describe the content of the cells

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Charts
You can also present data in a chart BusinessObjects provides many types of chart:
Area Column Line Pie XY (Scatter) 3-D Area 3-D Column 3-D Line 3-D Pie
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Creating Tables
In a report, click the Insert Table button in the Report Toolbar. Click where you want the top left hand corner of the block to appear.
Select variables
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Creating a Financial Table

Select an existing table. Click the Rotate Table button in the Report Toolbar.
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Creating Crosstabs
There are 2 ways to create a crosstab: Turn an existing table into a crosstab From scratch, using the Crosstab Wizard
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Creating a Crosstab from a Table

Select the column of data you want to move. Drag and drop the data to the top right corner.
Tip: If you drop in the wrong place, you wont get a crosstab. Dont worry just click the Undo button and try again.
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Creating a Crosstab using the Wizard

Click the Insert Crosstab button in the Report Toolbar.
Click where you want the top left hand corner of the block to appear.
Select variables
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Creating Charts
There are 2 ways to create a chart: Turn an existing table or crosstab into a chart From scratch, using the Chart Wizard
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Creating a Chart from a Crosstab

Select the crosstab.
Click the Chart Type button in the Report Toolbar.
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Creating a Chart using the Chart Wizard

Click the Insert Chart button in the Report Toolbar. Drag out an rectangle representing the size of your chart in the report area.
Select variables Select the chart type
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Review
BusinessObjects has different block types that you can use to format data in your report: Tables, Financial Tables, Crosstabs, Charts You create tables using the Table Wizard You create financial tables by using the Rotate button You create crosstabs by dragging and dropping or the Crosstab Wizard You create charts from tables or the Chart Wizard
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Simple Queries
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Business Objects
Desktop Intelligence specializes in the provision of decision support systems (DSS)
Query
Databases
Analyze
Users
Local Files
Direct access to data Short learning curve Secure data User-friendly interface
Results
Report
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Classes, Objects, and Universes
You get information by using everyday business language:

An Object is anything you want to see in a report
Universe Class
Object
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Objects
There are three types of Object in a Universe:
a Dimension
a Detail
a Measure
can be combined with a...
to gain more information on an entity.
to analyze summary information.
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eFashion
The Course Universe
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Building and Running a Query
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Query Process CLIENT User SERVER
BusinessObjects Query
Data Provider
Results
Database (Data Source)
Report
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Documents
A Document is composed of three main parts:

1 Data Provider
Blocks, providing views of the Data Provider Report Pages

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Data and Network Protection

Desktop Intelligence protects users by protecting both:
The data in the database
The network
The Observer
User Writes Query that returns 5000000 Rows!!! Market Crashes
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Sharing Reports with Colleagues
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Sharing Reports
You can share your reports with colleagues by sending them to users, or by publishing them in the repository. When you send reports:
They go to named users and do not remain on the repository once all the recipients have retrieved them. This is ideal for communicating information to individual people rather than to groups of users.
When you publish reports:

They remain on the repository until the BusinessObjects supervisor removes them. This is ideal for communicating information across an organization or enterprise.
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Sending a Report
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Sending a Report continued...

Group User
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Sending a Report continued...
Efashion.rep
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Publishing a Report
Efashion.rep
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Retrieving Documents
You can retrieve documents:
that have been sent to you that have been published on the repository, for your group
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Retrieving Documents Sent to You
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Retrieving Published Documents
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Review
Sharing reports with colleagues Sending documents Publishing documents Retrieving documents sent to you Retrieving published documents
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Report Creation and Analysis
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What You Will Be Able To Do

Display the results of a simple query in a specified presentation style Create reports that allow for the restriction of data Use the Slice And Dice panel Create single, multiple, and extended scopes of analysis
Enhance the level of information presented in a report

Use the Report Manager
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Understanding Conditions
You can restrict a query so that it returns data related to a subset of values for an object rather than all values.
Lets examine the condition:
Store Equal to e-Fashion Austin Magnolia.
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Understanding Conditions (continued)

A condition has three elements. These are (for Store e-Fashion Austin Magnolia example):
Equal to
object
Condition
operator operand
These three elements are defined as follows:

Object : Operator : Operand : a field or column of data specification of the relationship between the the object value to be searched for object and the operand
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Types of Conditions
There are four types of conditions that you can use in BusinessObjects:
Single- and multi-value conditions
Prompted condition Multiple condition
Predefined condition
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Applying Single-Value Conditions

With a single-value condition, you limit data returned from a single result object. For example, you need to produce a report showing Sales revenue for all stores in 1999.
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Applying Single-Value Conditions (cont.)
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Applying Multi-Value Conditions

In the previous example, you could only select one value (a single year) for the condition. What about using several values? For example, you need to produce a report showing Sales revenue for the states California, Florida, and Texas. To select multiple values, the procedure is much the same as before, except you use a different operator.
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Applying Multi-Value Conditions (cont.)
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Applying Multi-Value Conditions (cont.)
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Applying Prompted Conditions

When you use a prompted query condition, BusinessObjects asks you to choose which data to retrieve before running the query. For example, you need to produce a report showing Sales revenue for all stores based on a year that the user specifies when running the query.
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Applying Prompted Conditions (continued)
Which year?
2000
Type the question: Which year? Then year: 2000 Type thepress Enter or click outside this box. Then press Enter or click OK.
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Applying Prompted Conditions (continued)
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Understanding Wildcards in Conditions

Sometimes you may want to search for partial values. You can search for any single character or any number of characters. In BusinessObjects, you use the following wildcards:
_ = any single character
% = any number of characters (including none)
For example, you need to display the Sales revenue for all product categories beginning with the letter B.
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Understanding Wildcards in Conditions
B%
Type the pattern: B% Then press Enter or click outside the box.
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Relational operators determine the type of comparison to be made between two values in conditional expressions or between a value and a set of values. Relational operators are usually expressed as symbols. However, in BusinessObjects they are represented as follows.
Using Relational Operators in Conditions
Symbol = <> > >= < <=
BusinessObjects Equivalent Equal to Not equal to Greater than Greater than or equal to Less than Less than or equal to
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Using Relational Operators (continued)

Relational operators are mostly used with numeric data and often with dates. For example, create a query that displays a product category when its Sales revenue is over 1,000,000.
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Drag and drop to delete
1000000
Type the number: 1000000 Then press Enter or click outside the box.
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You may sometimes need to apply more than one condition (to produce a report that focuses more precisely on certain data). When you specify more than one condition in a query, the relationship between the conditions must use either the AND or the OR operator. These are logical operators.
AND means that both conditions must be met. OR means that either one of the conditions must be met.
Logical Operators for Multiple Conditions
The following Venn diagram illustrates these points.
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Logical Operators (continued)

For example, you need to produce a report showing that the store e-Fashion Montreal 42nd sold Accessories.
Logically: A AND B
All Database Rows
Circle A:
All rows that meet the condition
Circle B:
All rows that meet the condition
Store = e-Fashion Montreal 42nd
(Product) Lines = Accessories
Area C: Rows that

meet conditions of both A as well as B. Logically: A OR B
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Display a table showing all the Product Lines that eFashion Montreal 42nd sells as well as all stores that sell Accessories. Tip: This requires you to use the OR operator.
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Double click the AND operator to change it into an OR operator.

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When you specify three or more conditions in a query, the structure of the logical operators assumes a processing priority. You must organize your conditions in the appropriate priority for the result you need. For example, view the Sales revenue for Trousers and City Trousers from the store e-Fashion Montreal 42nd.
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Right click the second AND operator to display the speedmenu, then shift it right. Double click the AND operator to change it into an OR operator.
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You need to change the query to show the Sales revenue for all stores that sell Trousers, as well as the revenue for City Trousers only from eFashion Montreal 42nd.
Double click to change it to OR.
Right click, then shift it left.
Right click, then shift it right.

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Using Condition Objects

Predefined conditions use condition objects. You can apply one or more predefined conditions when you build a query. For example, display the Sales revenue by Categories for each store and use a condition object to restrict the results to T-Shirts only.
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Using Condition Objects
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Using Condition Objects (continued)
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Using Condition Objects (continued)

You can keep track of the data you have retrieved by displaying or printing the contents of your prompt along with the report. This is especially useful in reports that have no column to display the contents of the prompt (unlike this table that displays T-Shirts).
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Review
During this module, you developed skills in building more powerful queries. These queries let you create more focused reports. You learned how to restrict data using:
Single- and multi-value conditions Prompted conditions
Wildcards in conditions
Relational operators in conditions Multiple conditions with logical operators
Predefined condition objects
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Exploring the Slice and Dice Panel

The Slice and Dice Panel is a pop-up window that provides a graphical representation of the structure of the report you are working on. Slice-and-dice panel enables you to switch the position of data in a report.
Work with master/detail reports Display and remove data Rename and reset and delete blocks Turn tables and crosstabs into charts and vice versa Apply, edit and delete breaks, filters, sorts, ranking and calculations
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Exploring the Slice and Dice Panel (cont.)
a. Show/hide the available variable box b. Apply breaks, filters, sorts, ranking and calculations c. Report variables d. View all variables, dimensions only, measures only, or all variables by data provider e. Show masters in master/detail reports. f. Show the variables in the active table, chart or crosstab. g. Show the name and type of each block
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Understanding Aggregations
Aggregation is a process that adjusts and displays measurable quantities at various requested levels. Only objects that measure quantities can be aggregated. For instance, examine the sales revenue for each store on a quarterly basis, then on a yearly basis (without the benefit of drilling).
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Applying Aggregations
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Applying Aggregations (cont.)
Drag and drop
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Viewing Data In Different Presentation Styles

With slice and dice you can change the block style in which you view the data. By dragging and dropping icons in the Block Structure box of the Slice and Dice Panel, you can convert between the block types:
Tables Charts Crosstabs Financial blocks
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Converting to a Crosstab
Where you have at least two dimensions and a single measure object in a block, it is often easier to analyze the data in a crosstab. For example, you have a table and need to view it in a crosstab so that you can better compare sales revenue between stores and years.
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Converting to a Crosstab (cont.)

Note: To convert back to a table, drag Year back down to where it was.
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Converting to a Chart
When you want a chart, you need at least one dimension and a single measure object in a block.
Pie charts work better when there are only a handful of dimensions, whereas bar charts can represent more dimensions more effectively.
For example, you have a table and need to view it in a chart presentation to visually compare revenue between years.
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Converting to a Chart (cont.)
Right click the tab.
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Applying Functions
The Slice and Dice Panel Toolbar makes some of the core features of Desktop Intelligence easy to access.
Insert Calculation Apply Ranking Apply Sort
Apply Filter
Apply Break
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Sorting Data
With slice and dice you can re-sort the rows of your data block. The sort function can order rows alphabetically or numerically and can be ascending or descending. For example, to view the stores having the lowest and highest sales revenues, you need to sort the rows by revenue.
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Sorting Data (continued)
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Sorting Data (continued)

To sort in descending order, double click the icon.
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Filtering Data
Sometimes you may want to view only the data you need and hide the data you do not want to view. For example, you need to focus only on store revenue for 1999.
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Filtering Data (continued)
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Applying Calculations to Data

You can insert calculated values into your report block. For example, find the total revenue for the period 19992001. You also need to know how many stores have reported revenue and how many rows of data are in the report.
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Applying Calculations to Data (continued)
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To insert a calculation on a crosstab:
Double click the button.
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Applying Breaks to Data

With slice and dice you can break your report block into logical parts; or in other words, according to selected data and values. This function also gives you the important feature of displaying subtotals. For example, show 1999 revenue subtotals for each region in a table.
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Applying Breaks to Data (continued)
Select 1999.
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Applying Breaks to Data (continued)
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Ranking Data (continued)

You may only want to show the extreme ranges of the data (the largest numbers and the smallest numbers in a report). Like filtering, it hides the data you do not want to display. You can rank data contained in tables, crosstabs or master cells in master/detail reports. For example, you need to display a report showing the three stores with the highest sales revenue.
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You need to total the revenue figures for the top three stores of each year.
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Creating a Sectioned Report

This report is similar to the one you just made by breaking a table, but it effects the entire report rather than the way the break function effected only a data block.
For example, compare sales revenue figures for each store and every year in separate sections of your table.
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Creating a Sectioned Report
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Review
During this module, you learned how to use the main features of the Slice and Dice Panel. These features included:
Aggregating values Converting blocks to different formats Tables

Charts Master/detail (sectioned)
Crosstabs
Applying the following functions to data blocks Sorts Filters Calculations Breaks Ranking
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Drilling
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Understanding Drill Concepts

Drill mode lets you break down data and view it from different angles and at different levels of detail to discover the driving factors behind a good or bad business result. The following concepts help you understand drilling:
Hierarchies Drill Mode Scope of Analysis
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Hierarchies
Objects in a Desktop Intelligence universe are grouped in folders and organized in a specific (hierarchical) order. The eFashion universe uses the following hierarchies:
Store (Region, State, City, Store name) Time Period (Year, Quarter, Month, Week)
Products (Lines, Category, SKU desc, Color, Unit Price MSRP)
The following diagram shows how the Store hierarchy is structured.
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Hierarchies (continued)
West California Colorado
LA
San Francisco Colorado Springs
Denver
e-Fash. LA
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Drill Mode
Drill hierarchies only contain dimension objects. In drill mode, you drill on dimension objects, for example from Year to Quarter to Month. At each level, measures such as Sales Revenue are aggregated. You can only drill on dimension objects, not measures (such as revenue) or details (such as a stores postal code).
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Scope of Analysis
The scope of analysis follows the hierarchical structure as shown in this dialog box. Before you can analyze data in drill mode, you must set up the scope of analysis. Analysis in this context means data at different levels of detail.
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Using Default Hierarchies

Each class within a universe with its associated dimensions provides the default hierarchies that you use for drilling. Before you can drill on a hierarchy, you must first set the scope of analysis.
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Setting the Scope of Analysis

When you define a default scope of analysis, you use objects from the same hierarchy.
For example, analyze Sales revenue figures geographically.
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Setting the Scope of Analysis (continued)
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Double click to drill down.
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Drilling Through a Default Hierarchy

When you are drilling on a hierarchy, you may need to drill further than the scope of analysis allows.
Rather than resetting the scope of analysis back in the Query Panel, you can use a short cut that lets you add more drillable dimensions.
This process of appending more dimensions on-the-fly is called Drilling Through. For instance, drill through your current table to view Store names.
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Drilling Through a Default Hierarchy (cont.)
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Drilling on a Chart
It is just as easy to drill on a chart as on a table. For example, you have a chart showing Sales revenue by Region, and you need to drill on it to view more detail.
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Drilling on a Chart (continued)

Right click to display speedmenu.
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Drilling on a Chart (continued)
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Drilling on Multiple Hierarchies

If a single hierarchy does not fit your analysis requirements, then you can create a report where you can drill down on several dimensions from different hierarchies. You can also drill on multiple hierarchies within a crosstab or chart. For example, analyze your data for several dimensions that are only found in different hierarchies.
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Drilling on Multiple Hierarchies
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Drilling on Multiple Hierarchies (continued)
Note: When you drill on multiple hierarchies you can drill down through your data in any order you like. However, when drilling back up, be sure to drill the same way you drilled down. To help with this, right click and use the drill speedmenu to see where to go next.
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Using Predefined Custom Hierarchies

Predefined custom hierarchies are hierarchies that the universe designer sets up. These hierarchies bring together objects from different classes, which allow more specialized analysis.
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Setting the Scope of Analysis

It is just as easy to set the scope of analysis for predefined custom hierarchies as it is for default hierarchies.
For example, analyze your Sales revenue figures by Year, Quarter, and State.
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Extending the Scope of Analysis

You learned how to bring in more data from the database by editing the scope of analysis.
Extending the scope of analysis is similar, but you add several dimensions at once.
For example, extend your analysis by drilling on City and Store name, which are not available in your current scope of analysis.
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Extending the Scope of Analysis (continued)
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Printing Drill Information

You can print the object values that you have drilled on in your reports. For example, print the high-level information along with a low-level drill result.
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Printing Drill Information (continued)
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Printing Drill Information (continued)
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User-defined Custom Hierarchies

Sometimes the default order of existing hierarchies is not right for your analysis or you need to drill on a hierarchy that has objects from different classes.
User-defined hierarchies let you create your own hierarchies using any dimensions available in the document.
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User-defined Custom Hierarchies (cont.)

You can edit a user-defined hierarchy by:
changing the order of the dimensions it contains, adding dimensions to it, removing dimensions from it, renaming it, or
deleting it.
For example, analyze revenue figures by Region, State, and Year.

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User-defined Custom Hierarchies (cont.) Double click, then

type name of hierarchy here: Time/Location(Custom)
Time/Location(Custom)
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Saving a View With Snapshot

This feature copies the current report and displays the copy in a new tab inside the document. This lets you keep track of your analysis steps (from drilling).
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Saving a View With Snapshot (continued)
This is your snapshot, notice the icon.
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Review
During this module, you learned how to expand the drill capability and concepts of drilling, hierarchies, and scope of analysis. The hierarchies you can drill on:
Default hierarchies Predefined custom hierarchies User-defined custom hierarchies
The methods to drill through data. The methods and rationale for extending the scope of analysis.
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Report Enhancement
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Creating Variables
A variable is a formula or calculation that has a name. Variables are usually displayed in columns alongside corresponding data. Variables are useful when:
You want to use a formula repeatedly. You want to use the same formula in different blocks and on different report tabs within a document. You want to process data from different databases.
You want to use variables for analysis in drill mode.
For example, create a variable in a separate column to calculate the sales tax for each product line.
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Creating Variables (continued)
Right click the column to display the speedmenu.
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Sales Tax
Type the name of your variable: Sales Tax

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17.5 %
Your new variable.
Type the amount of your value: 17.5

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Creating Alerters
Use alerters to draw attention to items of data in a block. Alerters can highlight data in two ways:
By changing the format of values
By displaying a comment next to certain results
For example, highlight (in large, bold, red letters) Sales Tax amounts over 40,000 for any product line.
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Creating Alerters (continued)
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Big Tax
40000
Type the name of your alerter: Big Tax
Type the amount: 40000
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Be sure to select the Font tab.
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Using Text Alerters

You need to display a comment in a column to the right of Sales Tax when it exceeds 40,000 for any product line.
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Using Text Alerters (continued)

Type the name of this alerter: High Tax
Comment
High Tax
Insert another new column.
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Because we started in a blank column, this field is blank.
High Tax
Select the same options as before.
Type the words to insert into the table: High Tax
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If you apply an alerter to a column that already has data, it will replace the data. This feature could be useful, for instance, for hiding names.
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Report Manager
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Understanding the Report Manager

The Report Manager offers a comprehensive way of creating, opening, navigating, and manipulating reports. From one window, you can manage all the variables in your report, work on the structure and formatting of report components, and use the navigation view to go quickly from section to section or report to report.
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Using a New Work Flow

Start new documents from within the Report Manager:
Right click to display speedmenu.
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Using New Work Flow (continued)

Create and run this query.
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Using Multiple Data Sources

These are a few of the possible relationships between data sources, microcubes, and data blocks.
Source
Local Data Store
Report
Data Blocks 1
eFashion Universe
3 Excel File 4 5 eStaff Universe

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For example, create a report that includes a table showing total revenue per Region and another table showing total employee salary per Region.
Create the first table by standard procedure.
Using Multiple Data Sources (continued)
Then create a second table.
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You can also use data from non-BusinessObject sources. For example, incorporate data from a separate Excel file
Start off by creating a standard table.
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Enterprise Reporting
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What You Will Be Able To Do

Test complex queries without the need to run the query. Produce reports that include combined data from multiple sources. Build and test new queries without retrieving data from the repository.
Include running calculations in your reports.

Produce reports that include formatting features that others can utilize.
Work more easily with reports that contain a lot of detailed information, using folding and the Outline View.
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Objects
There are three types of Object in a Universe:
a Dimension
a Detail
a Measure
can be combined with a...
to gain more information on an entity.
to analyze summary information.
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Building a Query
Where do you build queries?
Shows the classes and objects in your selected universe.
Move objects here to specify the query.
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Building and Running a Query

How do you build a query?
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Query Process
What are the steps in the query process?
CLIENT User
SERVER
BusinessObjects Query Results Database (Data Source) Report
Data Provider
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The Query Results
The new block contains data based on your query.
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Documents
What are the three main parts of a document?
1 Data Provider
Blocks, providing views of the Data Provider Report Pages

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Presentation Styles
What block types can you use?
Table Block Chart Block
Financial Table
Crosstab Block
207
Restricting Data
How can you restrict the data in your queries?
208
Results After Restricting Data

In this example, only the sales revenue figures for e-Fashion Austin Magnolia are displayed:
209
Creating a Variable
How would you create a variable for 5% Sales Tax in the table below?
Right click the Sales Tax column. Choose the Variables option. Add the formula: =<Sales revenue> * 5%
210
Working with Data Providers
211
Data Provider
A query is a type of Data Provider. The data provider contains the data you have chosen to retrieve from the data source. Using this data set we can build interactive reports.
212
Types of Data Providers

Universe Personal Data Files Stored Procedures Freehand SQL XML Data Provider VBA Data Provider
213
Building and Editing a Query

For large reports or for testing:
You can press the Esc key to stop processing.
Partial results are shown by a warning triangle in the Status Bar:

214
Building and Testing New Queries

You can build and test new queries without retrieving data from the repository Benefits:
In the design phase you may not need to retrieve data every time you change a query or its conditions Especially useful if the query retrieves a lot of data and takes a long time to run
215
You can suppress the data retrieval process when you run a query
Click the Edit Data Provider button.
Distributing Queries without Returning Data
216
217
218
The data is in the data provider, but has been removed from the report. Only the column headings are displayed.
219
Refreshing Data
When youve finished developing the query, you can populate the table with data to see the Testing with no data: final results:
Click the Refresh button. Refresh populates the report with data.
220
Saving Structure But Not Data

After viewing the data, you can still close the document without the data: Click the Edit Data
Provider button.
When development is complete, remember to uncheck the Do Not Retrieve Data box.
221
Running Calculations
222
Adding a Cumulative Total

To add a variable to calculate the running total at the end of each row:
Create a column in the table.
=RunningSum(<Sales revenue>) =RunningSum()
Right click in the column and choose the Variables option.
223
Adding a Cumulative Total

Click OK and then Insert to display the results:
224
Adding a Break
Breaks are good for highlighting when a variable, such as Store Name, changes:
Click on the data column you want to break. Click on the Break button.
225
Adding a Calculated Value

You can build your own formulas as well as using calculations supplied by BusinessObjects
226
Creating Templates and Styles
227
Creating a Template
To create a template:
Create a report Format the layout and structure of the report Save the report as a template
228
Creating a Template
Create a report and format the layout and structure.
229
Creating a Template
Type a name and save the report as a template.
My Template.ret
230
Applying a Template
When you create a new document, you can apply predefined formatting using a template:
Click on the New Report Wizard button.
231
Applying a Template
Choose a template.
232
Applying a Template
Create the query for the report.
233
Applying a Template
The new report is formatted using a template and populated using data return by your query:
234
Styles
You can use styles to define the layout of tables, crosstabs, breaks, sections and other report components BusinessObjects provides a set a standard report styles You can modify supplied styles to create your own
235
Changing the Standard Report Style
236

Use the tabs to change different parts of the report.
237

You can change different components in the report.
238
Applying the Standard Report Style

Your existing report.
239
240
The Standard Report Style is applied.
241
Outlining and Folding Reports
242
Outlining and Folding

Folding
Allows you to build a summary (folded) report that displays only high level information
Outlining
Views and hides selected levels of information detail in a report
243
Folding a Report
A typical report with a Break on Region and a Sum on Sales revenue.
244
Folding a Report
245
Folding a Report
246
Folding a Report
The report is folded.
Only Region and total Sales revenue for each region.
247
Folding a Report
A final summary table, produced by deleting the header row and blank rows and Sum column.
248
Outlining
You can use Outlining to simplify a complex report.
249
Outlining
250
Outlining
Section breaks and break levels are shown.
Buttons to select outline levels.
Click on 2.
251
Outlining
Level 1 and 2 information is displayed.
Click on 1 to display only Level 1 information.
252
Outlining
Only Level 1 information is displayed.
Click on an arrow to re-display a sections detail.
253
Outlining
The section detail is expanded.
254
Switching Off Outlining
255
Review
Folding reports Outlining
Switching on Outline mode Selecting levels of detail for display Switching off Outline mode
256
Advanced Report Building
257
Changing the Orientation of Data

You can use the Slice and Dice feature to change the orientation of rows and columns
Select the table and click on the Slice and Dice button.
258

The block structure is shown.
259

Drag and drop the objects to change the orientation. Click the Slice and Dice button again.
260

The data orientation changes.
261
Adding Breaks
You can add breaks to improve the layout of data in crosstabs Click Format, Breaks.
262
Adding Breaks
263
Adding Breaks
The break formats the headers across the table columns.
264
Managing Page Breaks

You can break up large reports that spread over several pages by setting page breaks You can continue headers and footers from page to page
265

A long table that runs onto more than one page.
266

Select the table.
267
268
269

Page break Page break footer header after before page break. page break. Repeat header on every page.
Page break here
Show Footer.
270

You can add variables and formulas:
=Sum(<Sales revenue>)
271

You can carry over subtotals in the page break header:
=RunningSum(<Sales revenue>) - Sum(<Sales revenue>)
272

You can add a grand totals in the table footer:
=Sum(<Sales revenue>)
273
Conditional Reporting
You can insert conditional statements for hiding blocks and other report components:
274
Select the table.
275
=Sum(<Sales revenue>) < 40000000
276
The table disappears!
WHY? As the condition is TRUE, (the sum of sales revenue values is less than 40 million), the table is hidden.
277
Report Manager - Map Tab

The Map tab in Report Manager allows you to work with lists of reports and reports with multiple sections
Navigation
Structure
278

Navigator view
List all the reports in a document Shows section names of the currently displayed report Click on a section to move to it You can also rename reports Right click for context speedmenu
279

Structure view
List all components in the selected report Click on a component to it in the report window You can drag and drop to move components Right click component, breaks, sort, filters, to display context speedmenu Hidden components are shown in italic
280
Report Printing
You can display reports in Print Preview to see how they will look when you print them You can set up:
Page size and orientation (portrait/landscape) Fit to print Margins Page numbering Order of printing
281
Report Printing - Page Setup

Specify Landscape or Portrait. Specify the paper size. Specify a percentage of normal size. Specify the number of pages.
282
Report Printing - Margins

Specify the margins
and see the effects.
283
Report Printing - Page Number and Order Specify the number of

the first page useful if you are printing part of a report.
Specify the order the pages are printed.
284
285

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Desktop Intelligence XI R3

How The Course is Organized

Starting Desktop Intelligence

Use VBA macros and Add-ins

Logging in to Desktop Intelligence

3. Choose your authentication mode in the Authentication list

Parts of the Document Window

Data in a Table Block

The Status Bar

The rows are resized, but not the heading row.

Resizing the Heading Row

Specifying Row and Column Size

Specify the width Specify the height

Dragging and Dropping Columns

Drag and drop the column.

Changing Column Titles

Type the new title.

Press the Enter key.

Applying Calculations to Columns

Click the Insert Sum button in the Report Toolbar.

Counting Rows of Data

Counting Distinct Rows of Data

Counting All Rows of Data

Click the Insert Sort button in the Report Toolbar.

Click the appropriate sort button.

Applying a Custom Sort

Click the Insert Filter button in the Report Toolbar.

Using Drill Mode

BusinessObjects creates a duplicate report for drilling.

Double click the left mouse button.

Drilling Across Data

Click on the dropdown box.

Choose the data you want to drill across to.

Double click the left mouse button.

Using Different Presentation Styles to View Data

Horizontal data Vertical data

Row and column headings describe the content of the cells

Creating a Financial Table

Creating a Crosstab from a Table

Creating a Crosstab using the Wizard

Creating a Chart from a Crosstab

Click the Chart Type button in the Report Toolbar.

Creating a Chart using the Chart Wizard

Classes, Objects, and Universes

You get information by using everyday business language:

can be combined with a...

to gain more information on an entity.

to analyze summary information.

The Course Universe

Building and Running a Query

Query Process CLIENT User SERVER

A Document is composed of three main parts:

Blocks, providing views of the Data Provider Report Pages

Data and Network Protection

The data in the database

Sharing Reports with Colleagues

When you publish reports:

Sending a Report continued...

Sending a Report continued...

Retrieving Documents Sent to You

Retrieving Published Documents

Report Creation and Analysis

What You Will Be Able To Do