73 Selecting a Web Intelligence Report Panel

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Selecting a Web Intelligence report

panel

Business Objectsal i i S J l J P OOll f l ,p i l Iny

Procedure

1. Start the transaction using the menu path or transaction code.

Home Pageof InfoView

Go directly to: InfoView

li'l D o cu m e n t L i st

I i ! ; ] M y Favorites

~ M y Inhox[[h Mv Preferences

~ Informa tion OnDemand Services

@ ' Help

2. Click My Preferences.

DIn InfoView, you can view the panels available to you for creating and editing Web

Intelligence documents.

The InfoView Preferences page allows you to modify Web Intelligence settings.

Copyright 2008 Business Objects SA. All rights reserved. 1 of 9




panel


Internal

InfoV iew Start Page:

0Home

o My Inf oV iew

o Favorites

Olnbox

o Folder: (unspecified) ~wse ..

oCategory: (unspecified) ~wse ..

oDashboa rd : (unspeci fi ed ) ~ws; :: :- I

o InfoVlew Page Layout: (unspecified) ~wse ..

.. Genera~ -1~1

Document Navigation View:

o Folder

oCategory

I

Ii

II

@ 9~ ir:

If>

Set the number of objects (msx.) per page: ~

3. Click the arrow before General" .

DThis is the InfoView Preferences page. The page is organized into different drop-down

sections that allow you to view and modify settings concerning InfoView and Web

Intelligence.

Internal

r F , i General _

.. Change Password _

.. Web Intelligence _

.. Desktop Intelligence _

.. Crystal Reports _

.. Dashboard and Analytics _





panel


4. Click the arrow beforeWeb Intelligence ..

Internal

Se lec t a de fau I tv iew for mat :

G J Web (no downloading required)

o Interac tive (no downloading required)

o PDF (Adobe AcrobatReader requ ired)

When v iewing a document:

o Use the docu men t loca Ie to for mat the data

G J Use my pref err ed viewing local e to format the dat a

LI

Selec t a defau lt c reat ion/ed it ing too l:

G J Advanced (Java 2 required)


o Desktcp (Web Intelligence Rich Client required) '-- __ ----'

o Web Accessibility (508 Compliant)

5. Press [Enter] to continue.

In the Select default creation/editing tool section of the page, you can see that

the Advanced option is selected by default.

In Web Intelligence, there are four options provided for creating and editing Web

Intelligence documents. Your BusinessObjects System Administrator may decide

which of these panels you have the right to use. Or you may be able to select the

panel yourself.

The Advanced, the Interactive, the Desktop, and Web Accessibility options are

described in this lesson. The Desktop option, or Web Intelligence Rich Client, is used

in this course.

Press [Enter] to continue.





panel


Web Intelligence Java Report Panel

D • "1.1." I I C ' P E d it Q u er y I [l] E d it R e p or t

ilffi 1 ~ 1 ! i l l 1 e P A d d Q ue ry I < 9 1 1m I I

G' R un Q uery .. I ® lJ I e"

t;:_/:__D_ot_ o_,:r=pr= op=er= ti8='======;-:::-1 R e su lt O b j e ct s :

1~"<F~:=,=====!....:ldI'l:..:....,"" To i nc lude dat a in t he re po rt ! se le ct ob je ct s in t he D at a t ab an d dr ag t hem he re. C li ck R un Quer y t o r et ur n t he dat a t o t he r epo rt ,

El·· ·~ . ,1<Fash ion

B··~Time period

~ _ Yea r

i · ·· · · _ Quarter

~ I I I Month

~ I I I Week

L H olida y (yin)

L T L a st y e a r

L···T This year

L...T Christmas period

~....Holiday period

~·~Store

$..:IProductI $HE Promot ions

! ± J . . . ~ Measures

'~

. ! E a Display by objects

Q D i sp l a y b y h i e ra r c h ie s

TXIt

Q u e r y F i lt e rs

T o f i l te r t he q ue ry J d r ag p r ed e fi n ed f il te rs h e re o r d r a g o b je c ts h e re t he n u se t he F i lt er E d i to r t o d e fi n e c us to m f il te rs ,

J I


The Advanced option has a drag and drop interface that allows you to create

sophisticated documents containing multiple reports, tables, and charts. You can

create complex filters, custom formulas, and highly formatted documents with

personalized page layouts.

A Java applet is downloaded the first time this panel is used from InfoView.

If advanced query and formula features are required, it is recommended that you use

the Advanced option.






panel


Internal


o Web (no downloading required)

o Inter act ive (no down load ing requ ired)

o PDF (Adobe AcrobatReader required)


o Use the docu ment l oca I e t e for mat the data

o Use my pref err ed viewing local e te format the dat a

L

Selec t a defau lt c reat ion/ed it ing teo l:

o Advanced (Java 2 required)


o Desktep (Web Intel ligence Rich Client required)

Io Web Accessibility (508 Compliant)--------------~----~~--------------------------------------------------------------'[

~ Cancel I ~

7. Click the Interactive option.

DNow let's look at the Interactive option.

Title zone

Universe

IEn te r you r sea rch pat te rn here I~ .

El t. k eFashion

E I ~ T im e p erio d

I± I ~ Year

_ Q ua rte r

I± l ~ Month

I± l ~ W eek

~ H ol id ay ( yi n)

TLast y e a r

TThis year

TC h r is tm a s p e r io d

THoliday period

I±I IiiI store!±I_Product

I±I IiiI Promotions

I ± l I i i I M eas u r es

@ Display by objects

r. Display by hierarchies

Result Objects

To i nc tuae dat a i n r epo ris , se le ct o bje ct s on t he Un iv er se p ane am i add t hem her e b y c li ck ing t he ar row o r / .J si ng d rag- and- dro p.

C li ck Ru n Quer y t o r et ur n t he r es ul ts .

Query Filters

To f i lt er t he ql Jer y, s el ec t p re de fin ed f il te rs or o bj ec ts on tne Uni ve rse pane and add tnem her e b y c li cki ng t he ar row o r us in g

dr ag -and -dr op . S el ec t F il ter t o s p ec if y t he va lu es yo u wan t r et I. Jr ne d t o r epo rt s or s el ec t P romp t t o d ef in e a mes sag e so userc

can sel ec t vetoes o f the ir cho ice





panel



The Interactive option does not provide as many features for formatting and

manipulating data as the Advanced option, but you can apply simple query filters and

combine queries.

Once you have run the query and created the document, you can use all the

advanced reporting and formatting features available in the Interactive View mode.

There is no need to download additional software to your workstation in order to use

this panel.


Internal


@ Web (no downloading required)




o Use the docu men t loca Ie to for mat the data

@ Use my p refer red v iew ing locale ill format the data

L

Selec t a defau lt c reat ion/ed it ing too l:


@ Interac tive (no downloading required)

o Desktop (\Neb Intelligence Rich Client required) '-- __ ----'

o Web Accessibility (508 Compliant)

9. Click the Desktop option.

D

Now let's look at the Desktop option which opens the Web Intelligence Rich Client.

Note: If the Web Intelligence Rich Client has not been installed to your computer,

you may need to click Install Now.





panel


Create Query

I I IT ] I ~ I E : l 1 t 3 J Add Query I ~ I lEI I

reate Query ~

~ RunQuery r l 1 8 t i Close ~

The Web Intelligence Rich Client runs on your desktop.

It has a drag and drop interface that allows you to create sophisticated documents

containing multiple reports, tables, and charts. You can create complex filters, custom

formulas, and highly formatted documents with personalized page layouts.


TX1ftesult Objects

~---======'=::::;-::::--lf=""f . '=======-.: .Ml. : . . . . . . . . , . Toincludedata inthe report, select objects inthe Data tab and drag them here, ClickRun Query to return the data to

El...f . k eFashion the report,

B"~ Timeperiod

~ .. .. Year

: ... . Quarter

I±l." Month

i ± I . . , " Week

L Holiday (yin)

, TLast year

> . .'V Thisyear,.....Christmasperiod

'..V Holiday period

~H~IStore~HiiiProductI±l"~ Promotions

i ± I . . 1 i ' : ! Measureshuery Filters

Tofilter the query, drag predefined filters here or drag objects here then use the Filter Editor to define custom filters,

Last Refresh Date: (Thisdocument hasnever been reFreshedlL.::






panel



o Web (no downloading required)

o Inter act ive (no down load ing requ ired)



o Use the docu ment l oca I e t e for mat the data

o Use my pref err ed viewing local e te format the dat a

Internal

L

Selec t a defau lt c reat ion/ed it ing teo l:



o Desktep (Web Intel ligence Rich Client required)

I------'

______ O_ W_e_b_A_c_ce_s_sib_i_li~~~_08_Co_m~p_lia_n~0~ ![

~ Cancel I ~

11. Click the Web Accessibility option.

DNow let's look at the WebAccessibility option.

Internal

Umverse Objects

El~:<"E l ~ T ime pe ri od e xpan de d

I ± I " Year

II I Quar te r

I ± I " Month

I ± I " Week

~ Ho lid~y (yi n)

I± I I£ l storeI±I IrJ Product

I± I I£ l Promotions!±Iii:] Measures

Result Objects

Scope of Ana lysis I None






panel


The Web Accessibility option is similar to the Interactive option in that no software is

downloaded to your workstation.

This panel offers more reporting features that are available in the Interactive option,

but it is a simplified interface, which is essentially made available for developers who

want to deploy a customized version of Web Intelligence.


Internal

.. Genera~ --1~1

Select a defau I tv iew fur mat :

@ Web (no downloading required)

o Interactive (no downloading required)

o PDF (Adobe AcrobatReader requ Ired)


o Use the documen t loca Ie to fur mat the da ta

@ Use my prefer red v iew ing loca le to fur ma t the data

. . Change Password - - 1 1

. . Web Intemgence - - - 1 1

1

1S81eet a defau It c reat ion!ed i ting too I: I'

@ Advanced (Java 2 requ ired)

o Interactive (no downloading required) I'

o Desktop (Web Intelligence Rich Client required) '-- __ ----'

o Web Accessibility (508 Compliant) I_ ______:____:__________:--=--- -,

~ Cancel I ~

If'. - . -

13. Click OK.

D

Once you select the report panel that is most appropriate for your needs, you must

remember to validate your choice.

Clicking OK will validate the change and return you to the Infoview home page.


Documents

73 Selecting a Web Intelligence Report Panel