Business Objects Web Intelligence Business Objects Web Intelligence

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Business Objects Web Intelligence Business Objects Web Intelligence Slide 2 2005 Intelligroup, Inc. Confidential & proprietary Web Intelligence Web Intelligence provides business users an easy to use interactive and flexible user interface for building and analyzing reports on corporate data over the web, on secured intranets and extranets. To use Web Intelligence from you local computer, you log into the business intelligence portal InfoView via your Internet browser. Then, depending on your security profile, you can interact with the reports in corporate documents or edit or build your own documents using a Web Intelligence report panel or query panel. Before you can use InfoView and Web Intelligence you need the following information: a URL to the InfoView server the InfoView server name and port number your login and password your authentication, which controls the InfoView resources available to you Slide 3 2005 Intelligroup, Inc. Confidential & proprietary Logging into InfoView To log into InfoView: 1. Launch your web browser. 2. Point your browser to the InfoView bookmark or URL. The InfoView login page appears. 3. If the System box is blank, type the name of the InfoView server followed by a colon (:), and then type the port number. 4. In the Username box, type your user name. 5. In the Password box, type your password. 6. In the Authentication box, select the authentication provided to you by your administrator. 7. Click Log On. The InfoView home page appears. Slide 4 2005 Intelligroup, Inc. Confidential & proprietary Logging into InfoView Slide 5 The InfoView Home page Slide 6 Creating new document Click New to get the drop down list Select Web intelligence document from the list to create a new Webi document Slide 7 2005 Intelligroup, Inc. Confidential & proprietary Creating new document select a universe from the list in InfoView. Slide 8 2005 Intelligroup, Inc. Confidential & proprietary Creating new document Once you are connected to a universe, the universe objects appear in Edit Query Tab. You can see two tab - Edit Query and Edit Report. Slide 9 2005 Intelligroup, Inc. Confidential & proprietary Creating new Web Intelligence document 1. On the InfoView Home page, click New and select Web intelligence document from the list. 2. You create Web Intelligence documents by selecting a universe in InfoView. Click the title of the universe on which you want to create a document. Each universe maps to a database containing corporate business information. This database can be a relational database or an OLAP (On-Line Analytical Processing) database. Although the data is stored differently in relational and OLAP databases, you access it in the same way through a universe. 3. Once you are connected to a universe, the universe objects appear in the Query Manager. 4. You build a query by selecting objects in the Query Manager Data page, and adding them to the Results Objects pane. You can set various properties for the query. 5. Run the query to get the data for each object. Slide 10 2005 Intelligroup, Inc. Confidential & proprietary Building the query You build a query by selecting objects in the Data tab and dragging them onto the Result Objects pane. You can add objects one-by-one or add all the objects in a class folder at once. You can also remove objects from the Result Objects pane at any time. Adding an object to a query To add an object to a query: 1. Verify you are in Query View. The Edit Query button is pressed in when you are working in Query View. Slide 11 2005 Intelligroup, Inc. Confidential & proprietary Adding an object to a query 2. In the Data tab, open a class. The class expands to show the objects that belong to the class. 3. Select an object and drag it over to the Result Objects pane. The object or class appears in the Result Objects pane. 4. Run Query Slide 12 2005 Intelligroup, Inc. Confidential & proprietary Setting the scope of analysis In a universe, the objects within each class are usually represented in a hierarchy. For example, a class called Time period contains the objects Year, Quarter, Month, and Week arranged in a hierarchy as follows: The scope of analysis for a query is extra data that you can retrieve from the database to give more details on the data returned by each of the objects in a query. This extra data does not appear in the initial result document, but it remains available in the data cube, so you can pull this data in to the report to allow you to access more detail at any time. This process of refining the data to lower levels of detail is called drilling down on an object. In the universe, the scope of analysis corresponds to the hierarchical levels below the object selected for a query. For example, a scope of analysis of one level down for the object Year, would include the object Quarter, which appears immediately under Year. Slide 13 2005 Intelligroup, Inc. Confidential & proprietary Setting levels of analysis When you set the scope of analysis for a query, you include dimensions one or more levels down the hierarchy tree for each dimension that you have added to the Result Objects pane. When you run the query, the dimensions included in the scope of analysis are returned to the cube for that document, but are not projected onto the reports that the document contains. They can be added to the reports at any time, without having to run the query again. Values for the dimensions in the scope of analysis can also be viewed by switching a report to Drill mode, and then drilling down to them from the values displayed on the report. To set the scope of analysis: 1. Verify that you are in Query View. The Edit Query button on the Web Intelligence toolbar is pressed in when you are in Query View. 2. Click the Show/Hide Scope of Analysis Pane button so that it appears pressed in. The Scope of Analysis panel appears at the bottom of the Result Objects pane. The default scope of analysis is None. Slide 14 2005 Intelligroup, Inc. Confidential & proprietary Setting levels of analysis Each dimension in the Result Objects pane appears in the Scope of Analysis pane. Slide 15 2005 Intelligroup, Inc. Confidential & proprietary Setting levels of analysis 3. Click the down arrow in the Scope of Analysis drop-down list box. 4. Select a level for the scope of analysis. Slide 16 2005 Intelligroup, Inc. Confidential & proprietary Setting levels of analysis The level appears in the list box and the dimensions that are hierarchically below each dimension in the Result Objects pane appear in the Scope of Analysis pane. 5. If you want to add selected dimensions to the scope of analysis or create a custom scope of analysis, select dimensions in the Query Manager and drag them across to the Scope of Analysis panel. Slide 17 2005 Intelligroup, Inc. Confidential & proprietary Viewing and editing the SQL behind the query definition When you build a query, it automatically generates the appropriate SQL to retrieve the data from the database that you are accessing. You can view and edit this SQL. To view the SQL behind a query: 1. Verify you are in Query view. If the reports are displayed, click Edit Query to go to Query view. 2. On the query panel toolbar, click View SQL. The SQL Viewer dialog box appears, displaying the SQL behind the query. 3. If you want to re-use the SQL in another application, click Copy to copy the SQL to the clipboard. Editing the SQL behind a query 1. Verify you are in Query view. If the reports are displayed, click Edit Query to go to Query view. 2. On the query panel toolbar, click View SQL. The SQL Viewer dialog box appears, displaying the SQL behind the query. 3. Click Use custom SQL. The SQL becomes editable. 4. Edit the SQL then click Validate to ensure that it is correct. 5. Click Save to save the new SQL. Slide 18 2005 Intelligroup, Inc. Confidential & proprietary Types of combined query You can combine queries in three relationships: union intersection minus In a union combination, Web Intelligence takes the all the data from both queries, eliminates duplicate rows, and builds a combined data set. In an intersection combination, Web Intelligence returns the data that is common to both queries. In a minus combination, Web Intelligence returns the data in the first query that does not appear in the second. Building a combined query 1. Create an initial query in the Query Panel. 2. Click Combined Query on the toolbar. Web Intelligence adds a copy of the initial query to the data provider. The second query has the following characteristics: It contains the same report objects as the original query. It does not contain the filters defined on the original query. It is combined with the original query in a UNION relationship. Slide 19 2005 Intelligroup, Inc. Confidential & proprietary Building a combined query Slide 20 2005 Intelligroup, Inc. Confidential & proprietary Multiple data providers You can include one or multiple data providers in a single Web Intelligence document. When you include multiple data providers, those data providers can be based on a single universe or on multiple universes available in InfoView. A maximum number of 15 data providers is supported per document. To add a new query to a document: 1. With the Java Report Panel open, make sure you are in Query View. The Edit Query button is pressed in when you are in Query View. The query or data providers already defined for the document appear here. Slide 21 2005 Intelligroup, Inc. Confidential & proprietary Multiple data providers 2. Click the Add Query button on the Query toolbar. Slide 22 2005 Intelligroup, Inc. Confidential & proprietary Multiple data providers The Universe dialog box appears. You can create a new query on a universe already used in the document or select a different universe. 3. In either of the two lists, select the unive