Transcript BI_BOBJ_300 Business Objects For Power Users

BI_BOBJ_300
Business Objects
For Power Users
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Course Content
• Introduction
• Unit 1 – Business Objects Infoview
• Unit 2 – Basic Report Design
• Unit 3 – Modifying Existing Reports
• Unit 4 – Adding Objects
• Unit 5 – Query Filters
• Unit 6 – Creating Queries
• Course Summary
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Prerequisites, Access and Software
• Prerequisites


UK_100, IRIS R/3 Access
Course must be on training plan
• Access

Determined by Area Security Officer
• Business Objects Infoview local client


Check with your IT support to load software
Call Customer Service tech support at 7-5599, if you are unsure
of who your IT person is
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Benefits of Business Objects (BOBJ)
• Ability to join different data sources to create ad-hoc reports
• Examples: GRADS, Remedy, FDB, BEx
• Web interface where users can check out reports in their
role-based folders, saving their own formatted views of the
report
• Interactive-mode, where power users can refresh the data
• After changes to the query have been made
• In the end user reports
• Supports conditional formatting, alerts, and drill-downs
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Terminology
Universe
Contains objects mapped to data in
the database; may be created from
various data sources
Classes
Logical groupings of objects that
map to data in the database
Dimensions
Retrieves data, typically charactertype
Details
Provides descriptive data about the
dimension
Measures
Retrieves numeric data resulting
from calculations on data in the
database
Query Filter
Predefined filter that restricts the
information retrieved from the
database
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Reports
• Are created using universes
 Example of BEx Universe:
Report
Universe
BEx Query
BEx Infocube
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Unit 1
Business Objects
Infoview
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Unit 1 – Business Objects Infoview
• How to Access
• Using Infoview
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How to Access
• Click on myReports
• Click on Options and
select Open in New
Window

Provides larger
viewing area
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BusinessObjects Infoview
• When Business Objects
InfoView opens, click
Document List

Use either the menu or
the toolbar

Contains the reports to
which you have access
• Click Yes if the Security
Information box appears
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Favorites Folder
• Default folder
• Contains reports you save here
• Other Power Users can not access reports here
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Public Folders
• To view other reports, click on the Expand icon to the left of
Public Folders or double-click on the folder

BW role determines access to folders
• Double-click on the appropriate folder to display the reports
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Finding a Report
• You will be able to see the title, type, and owner of the
report
• You also can search for title of a report
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Opening a Report
• To open a report, double-click on it
• A system message may display
letting you know that the document
is being retrieved (processed)
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Exercise
•Displaying a Report
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Navigation Map
• Use to move around the report, either the map or tabs
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User Prompt Input
• Can change variable values and refresh data
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Exporting Report
• Can




export the report in one of four formats:
Excel
Adobe PDF
Excel CSV (Comma-separated values)
Excel CSV (Comma-separated values) with options
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Summary
• How to Access
• Using Infoview
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Unit 2
Basic Report
Design
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Unit 2 – Basic Report Design
• Report Design
• Edit Report Screen
• Report Manager
• Grids
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Report Design
• Report format can consists of:
 One or more reports (sub-reports)
 Similar to multiple worksheets in an Excel file
 One or more blocks
 Table, cross tab, form, or chart
 Returned Data
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Edit Report Screen
• To make changes to the report use the Edit Report screen
• After running the report, click on Edit
• When the screen displays, the Edit Report button will be
highlighted
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Edit Report Screen
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Report Manager – Data Tab
• Allows viewing the data
objects available in a
document
 Organized
alphabetically
(default)
 Recommended to arrange
by query
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Data Tab
• Classes
 Logical groupings of objects that map to data in the
database
• Dimensions
 Retrieves data – typically character-type
• Details
 Provides descriptive data about the dimension
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Data Tab
• Measures
 Retrieves numeric data resulting from calculations on
data in the database
• Query Filter
 Predefined filter that restricts the information
retrieved from the database
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Template Tab
• Allows adding and changing
the type of blocks in a report
by dragging and dropping
templates
• Also provides templates for
adding:
 Last Refresh Date
 Page Number
 Page Number/Total Pages
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Map Tab
• Allows viewing and
navigating through reports
and sections in document
• Click on Structure to view
the structure of the report
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Properties Tab
• Allows formatting the report and
blocks within the report
• Click on a part of the report to
view its properties, i.e., table,
cell, title, header, etc.
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Thumbtacks
• Used to keep the Report
Manager displayed
• Click on the thumbtack to
collapse the Report
Manager
• Click on one of the Report
Manager buttons to open
again, and then click on the
thumbtack to keep it open
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Report Manager
• Simple to configure how the tabs display
• Use the Configure Views icon
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Report Manager
• Data tab in front of other tabs
(default view)
• Properties tab below Data tab
 Allows both tabs to be viewed
simultaneously
 Tabs become clickable buttons
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Report Manager
• Data tab on left,
Properties tab on right
• Collapsing Report
Manager as vertical
toolbar
• Tabs become
clickable buttons
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Grids
• Use grids to line up report features, such as the
title, graphs, charts, tables, etc.
• Click on Show User Settings icon
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Grids
• Can
 Change the measurement unit
 Show grid
 Snap to grid
 Change grid spacing
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Grids
• Select your settings and
click OK
• Grid displays in background
of report
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Exercise
•Edit Report Screen
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Summary
• Report Design
• Edit Report Screen
• Report Manager
• Grids
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Unit 3
Modifying
Existing Reports
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Unit 3 – Modifying Existing Reports
• Edit Report Mode
• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data
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Edit Report Mode
• Provides access to change the report including
 Format changes
 Sorting data
 Adding/deleting/rearranging columns
 Refresh data
 Using free standing cells
 Adding breaks, graphics
 Tracking data changes
 Access to Edit Query mode
• Not all functions above taught in this course
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Using Save As
• Remember! Use the Save As functionality if you are
changing an existing report
 Ensures that you do not make changes to another
•
person’s report
Two ways to save


Save As
Save to my computer As
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Using Save As
• To save the report in BOBJ, click on the drop-down icon
to the right of the Save icon and select Save As
• To drop the report on your computer in Excel or pdf
format, click on Save To My Computer As

Cannot upload back to Business Objects
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Using Save As
• Click on My Favorites folder
• Enter the new name for the report in the Name field
 Important! Use the Business Objects Naming
Standards
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Using Save As
• Click on Advanced to change the description of the report
• Change the Description field

Include the universe name in the description
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Using Save As
• Enter keywords
including universe
name and AD/MC
User ID
• Recommended to
not select Refresh
on Open
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Using Save As
• Click OK
• After saving, the new name will display in the report
window header
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Rearranging Columns
• To rearrange columns, click on column heading an hold
down the mouse button
• Move the column to the new location and release the mouse
button to drop the column

Note: As you move the column heading, the system will
highlight possible “drop sites”
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Rearranging Columns
• Column will display in its new location
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Titles and Headings
• Consist of a formula

Ex. Funds Center Balances: Budget vs Actual
 =“Funds Center Balances: Budget vs Actual”

Ex. Funds Center Key
 =NameOf([Funds Center Key])
• Can be changed easily using the Formula Editor toolbar
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Title or Heading Changes
• To change the title of the report or a column heading,
click on it
• Click Show/Hide Formula Editor
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Title or Heading Changes
• When the Formula Editor toolbar displays, make the
change
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Title or Heading Changes
• Should start with an Equals sign (=)
• Keep descriptive words between double quotes “ “
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Title or Heading Changes
• May contain formula functions, such as NameOf

Click on Formula Editor to display more functions
• May contain data object strings

Contained within brackets and parentheses
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Title or Heading Changes
• After making the change, click on Validate

If Enter is pressed instead of Validate, a system message
may display, click No, and then click on Validate
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Title or Heading Changes
• Change will display
• Formatting may need to be adjusted
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Remove Objects
• To remove an object (column/field), click on the column
heading
• Drag and drop object on the Data tab
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Remove Objects
• Removed object no longer displays
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Refresh Data
• To refresh the data in the
report, click on Refresh Data
• If you have set a filter to
require a response by the
user, a prompt for the filter
will display, and the user will
need to respond unless the
filter has been set as
optional
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Refresh Data
• To choose new values, click
on Refresh Values
• Choose the new values by
either:

Clicking on the value in the
left window and clicking on
the Add icon

Double-clicking on the
value
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Refresh Data
• After choosing new values or
to use current values, click on
Refresh Data
• Retrieving data system
message displays
 Note: Length of time to run
the query will depend on
how much data is being
requested and how busy
the system is at the
moment
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Refresh Data
• Query will display in a new document with the new
refresh date
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Document Properties
• Use to edit query description and set properties
such as refresh on open, enhanced viewing, and
report tab order
• Right-click on document and select Document
Properties
 Must be on box, not on data
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Document Properties
• Document Information
displays (to the right of
document)
 Created by
 Modified by
 Creation Date
 Name
 Description
 Keywords
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Document Properties
• Default settings include
 Refresh On Open
 Recommended to not use due
to potential time issues for
end users
• Report Order
 Can set the order of report
tabs
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Table Properties
• To set properties on
a table, either
 Click to select the
whole table
 Right-click on the
table and select Edit
Format
 Select either Cell,
All table cells, or
Table
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Table Properties
• Can set various properties
for the table, such as
 Autofit Width
 Autofit Height
 Wrap Text
 Merge Cells
 Text Formatting
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Exercise
•Modifying a Report
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Summary
• Edit Report Mode
• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data
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Unit 4
Adding
Objects
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Unit 4 – Adding Objects
• Edit Query Screen
• Data Provider
• Results Objects
• Query Filters
• Adding Objects
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Edit Query Screen
• To add objects to the report, move into edit query mode
by clicking on Edit Query

Note: This process might take a few seconds depending on
report size
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Edit Query Screen
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Data Provider
• Contains three different
types of objects grouped
into classes
 Dimensions
 Details
 Measures
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Data Provider
• Classes
 Logical groupings of objects that map to data in the
database
• Dimensions
 Retrieves data – typically character-type
 Examples: Company Code, GL Account, etc.
 Note: if using a BEx universe, most details will be found
under the L01 dimensions, not the L00 dimension. If a
class contains L00 dimensions, it is due to hierarchies in
BEx , such as cost centers.
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Data Provider
• Details
 Provides descriptive data about the dimension
 Example: Prime Vendor dimension has the details
Prime Vendor Street Name, Prime Vendor Region, etc.
• Measures
 Retrieves numeric data resulting from calculations on
data in the database
 Examples: Amount in FM Area Currency, Capital
Expenditures, Current Expenditures, etc.
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Data Provider
• Query Filter
 Predefined filter that restricts the information
retrieved from the database
 May prompt the user to select a value before
proceeding
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Result Objects
• Displays the objects chosen for the query
• Objects can be
 Added from the Data Provider frame
 Removed from query
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Query Filters
• Displays the filters used in the query
• Can consist of
 Constant
 Directly chosen from a list
 Prompted
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Adding Objects
• Add objects to the Results Objects frame using one
of the following methods:
 Drag and drop the object
 Double-clicking on the object
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Adding Objects
• Once objects are in the Result Objects frame,
rearrange them by dragging and dropping
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Adding Objects
• When finished, click on Run Query
• If prompt window displays, either choose the new value
or click Run Query
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Adding Objects
• System message displays while the data is being retrieved
• Notice that the new objects are listed in the Data list, but
not in the report
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Adding Objects
• To add the object to the report, drag and drop it to the
location where it should be placed

Note: Drag and drop as you did when rearranging fields
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Adding Objects
• Added objects will display
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Exercise
•Adding Objects
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Summary
• Edit Query Screen
• Data Provider
• Results Objects
• Query Filters
• Adding Objects
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Unit 5
Query
Filters
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Unit 5 – Query Filters
• Query Filters
• Value Lists
• Using Prompts
• Complex Filters
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Query Filters
• Consists of three elements
 Object on which you want to filter data
 UK Fiscal Year/Period Key
 Operator used to show the relationship between the
object and operand
 Equal to
 Operand (values) used for filtering
 V6/004/2009
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Query Filters
• Place the object in the Query Filters frame
• Use the Operator Drop-down icon to select the
operator
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Query Filters
• Enter the operand (value) by typing it into the
Operand field or using the Drop-down List icon and
selecting one of the following:
 Value(s) from list – choose the value(s) from a list
 Prompt – the user of the report will enter the value
 Constant – enter a value (not recommended)
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Values List
• If selecting from a value list, the List of Values
window will open, displaying the values for the
object
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Values List
• Select the value by either double-clicking on it or
highlighting it, then clicking on the Add icon
• Click OK to close the window
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Values List
• When making a different selection from the value
list, refresh the value list by clicking on Refresh
Values
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Using Prompts
• If prompting user for value, click on the Prompt
Properties icon
• Prompt property settings include:
 Prompt text
 Prompt with list of values
 Keep last values selected
 Select only from list
 Optional prompt
 Set default values
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Using Prompts
Option
Definition
Prompt Text
Will default to “Enter value(s) for (object name):”; User
can change default
Prompt with Displays all values for the object; Allows user to select
List of Values desired values
Keep last
values
selected
Defaults to last value(s) selected by user on the
previous refresh; User can change the value or refresh
using the last selection
Select only
from list
Prevents users from typing values that do not exist in
the database
Optional
prompt
Allows users to refresh the document without the need
to enter a response to the prompt or by entering a
partial response to the prompt
Note: If no response is entered, the filter is not applied
Set default
values
Defines the default value(s) that appear in the prompt;
can be defined by entering value(s) into the Type a
value field or choosing the value(s) from a list
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Using Prompts
• Tips
 When the prompt is for a date, do not select Prompt
with List Values if you want the user to see the popup
calendar
 Be careful using optional prompts display a dialogue
box to inform users if a value is not entered, the filter
will not be applied
 Prompt with List of Values does have a limit, so all
values may not show
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Complex Filters
• Two types of complex filters
 AND operator – returns values that are true for both
(all) filters
 OR operator – returns values if either filter is true
Filter
A data
Filter
B data
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Complex Filters
• With two or more filters in the query, an AND
operator automatically created
• Can be switched by double-clicking on the operator
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Complex Filters
• With more than two filters, priorities must be set
 Accomplished by positioning and grouping the filters
• To group filters together, drag and drop one filter
on top of the other filter
 Double-click on the operator to switch between AND
and OR
• Brackets will denote the filter groupings
 Filters by top down and left to right
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Complex Filters
• Examples
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Exercise
•Creating a Query Filter
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Summary
• Query Filters
• Value Lists
• Using Prompts
• Complex Filters
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Unit 6
Creating
Queries
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Unit 6 – Creating Queries
• Creating Queries
• Document Properties
• Report Property Options
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Creating Queries
• From main Infoview
menu screen

To create a new query,
click on the New dropdown icon and select Web
Intelligence Document

Double-click on the
universe you want to use
 Only see universes for
which you have access
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Creating Queries
• To create a new query from
Edit Report screen

Click on the New icon

When the system message
appears, click Yes
 If you have not saved any
changes on the current
document, click No, save
the changes first
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Creating Queries
 New query will open using the same universe as the
previous query did
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Summary
• Creating Queries
• Document Properties
• Report Property Options
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Power User Help Websites
• myHelp website:


http://myHelp.uky.edu/rwd/HTML/BW.html
Contains Quick Reference Cards (QRCs), Course manuals,
Frequently Asked Questions, and other job aids
• IRIS website


http://www.uky.edu/IRIS/BW/
Contains Documentation, Assistance & Support, and other
references
• For questions or assistance contact:

[email protected]
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Course Summary
• Understand Business Objects Infoview functionality
• Display a report
• Understand Edit Report screen
• Modify an existing report
• Understand Edit Query screen
• Add new objects to query
• Create query filters
• Create a new report
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BI_BOBJ_300 Assessment
• To complete the assessment
 Follow the instructions for creating report
 Will need BOBJ software on your computer
 Check with your IT support to load the software
 Be sure to use BOBJ Naming Standards!
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