Storyboard SAP BusinessObjects Web Intelligence Course 1 ... · Storyboard SAP BusinessObjects Web Intelligence Course 1 Version Number: 1.0 `Page 1 of 35 Concept map Module 1 Module

Storyboard SAP BusinessObjects Web Intelligence Course 1

Version Number: 1.0 `Page 1 of 35

Concept map Module 1 Module 2 Module 3 Module 4 Title Accessing and navigating the system Overview of the program

environment in reading mode Running a predefined report How to save reports in different formats

Media Video, Show me, Rollovers (show layer)

Click hotspots (show layer), Try me Click hotspots (show layer), Try me

Click hotspots (show layer), Try me

Topics Overview of environment An overview of the Main toolbar, File tab, Property tab

Read a report Export a report Export a report document

How to Log into the URL Report panel and Status bar Refresh a report Email exported report to another user BI launch pad login and information An overview of how to navigate to

folder, folder description, expand folder and open report

Execute a report Save report to My Favorites folder

Accessing and navigating BI Answer prompts Drill down from report summary to

details

Media Option Descriptions: Try me: learner clicks on hotspots to advance. Show me: learner watches a screen recording. Roll over: learner moves mouse over the item and it appears. Pop up: learner moves mouse over the item and it appears. Click somewhere else to disappear. Hot spots: learner clicks on item and it appears. Click somewhere else to disappear. Audience Analysis Summary: The Target audience is: 1000 + Subscribed Business User and Business Information Analysts SME Contact details Primary SME: Secondary SME: N/A



Learning Outcomes (LO)

Outcome Priority / Weight Module 1 20%

1. Explain what BusinessObject is and why it is used? 2. Log into SAP BusinessObject standard login (Name.accesslevel) 3. Navigate Document tabs 4. Navigate Documents tab menu 5. Navigate Folders

Module 2 25% 6. Start Web Intelligence 7. Navigate Web Intelligence Reading mode menu and status bar 8. Navigate Left panel (Document summary, Navigation Map, User prompt inputs)

Module 3 30% 9. Open Generator and Wholesales report 10. Answer input prompts and choose form lists 11. Refresh the input prompts from the panel 12. Read and analyse the report 13. Complete a drill down report summary

Module 4 25% 14. Save a report as a Web intelligence document in My Favorites folder 15. Export a report as a *.pdf and Excel file 16. Email exported report

Total: 100%



Module / Context LO Numbe

r

Text on Screen and moderator input Objects on screen Duration

Splash Page SAP Business Objects Web Intelligence – Subscribed Business User – Basic

E-learning template 0.5 min

Welcome page 1. Accessing and navigating the system 2. Overview of the program

environment in reading mode 3. Running a predefined report 4. Save and share reports

E-learning template 0.5 min

Help Page E-learning template User timed

Module 1

Module / Context LO Number


Module 1 Overview of environment Why it is used?

Voice over: Welcome to the first SAP Business Objects Web Intelligence course – Subscribed Business User – Basic. In this course you will learn how to navigate in SAP BusinessObjects launch pad. Locate the elements that make the reading mode of your Web Intelligence report. Answer user prompts and analyse reports. Save your report to your folder and export and share your modified report.

SAP Business Objects Web Intelligence course Subscribed Business User – Basic

SAP BusinessObjects launch pad Reading mode Web intelligence Answer Prompts and analyse reports Save and share reports

Next button Module 1 Overview of environment Why it is used?

1 Voice over: Developing a new Information Management capability has been critical to resolve business issues with:

Un-trusted, non reconciled and unreliable source data with conflicting business datasets and multiple data definitions

Developing a new Information Management capability has been critical to resolve business issues with:

Un-trusted source data with conflicting business data sets

Inefficient utilisation of business resources

A poor IT delivery model

2 min





Inefficient utilisation of business resources for compiling and publishing of reports

A poor IT delivery model, which was unable to provision data in a timely fashion

Inefficient and costly energy forecast tolerances in wholesale; and

Poor management of our intellectual property and information assets.

To overcome those issues we have implemented an Information Management Program.

Inefficient and costly energy forecast tolerances in wholesale

Poor management of our intellectual property and information assets

Next button Module 1 Overview of environment Why it is used?

1 Voice over: SAP Business Objects is an agile platform that can handle substantial increase in metering data well into the future whilst maintaining our operational performance. SAP BusinessObjects is a front end application which allows business users to view, sort and analyse business intelligence data held in a central repository (the Common Data Store).SAP BusinessObjects: Enables you to access business and technical definitions for all data held in the Information Repository. Enables you to design, build and populate reports in a timely manner. Provides access to a single source of truth provides an enhanced Data Quality

SAP BusinessObjects is the central repository where we hold meter reads and standing data from our network distributors. It provides robust controls and assurance over meter and usage data.

Access business and technical definitions Design, build and populate reports Single source of truth for all data Enhanced Data Quality for reporting Full visibility of data lineage back to the business source systems





reporting process. Gives visibility for full data lineage back to the business source systems

Next button Module 1 Overview of environment Universe

1 Voice over: What is a universe? A universe is an abstraction of a data source that presents data to you in non-technical terms. A universe contains dimensions and measures that you combine using a query. This query generates for you a document containing one or more reports.

What is a dimension? A dimension is a collection of related data members, which represents one aspect of a business; for example products or sales. (appear on screen)

What is a measure? In a universe, a measure value, most commonly numerical, is derived from one or more dimensions, for example, sales revenue or profit margin. (appear on screen) This data is stored in the universe, from which you are able to make queries and create reports in a primary database, SAP BusinessObjects Web intelligence.

3 min

Next button

Product Sales item Sales

revenue

Profit margin





Module 1 URL - login 2 Show me: Voice over: You access Web Intelligence through SAP BusinessObjects Infrastructure. A link to launch Business Objects will be provided to all those with permission to view the system. To log in the launch pad. Go to the SAP BusinessObjects

launch pad web site: http://auszogesrwrd011:8080/BOE/BI Enter your user name and password,

and click Log On. For example, you would type in

Anthony.analyst (Username.accesslevel).

Enter your password e.g. SAP123 You must select Enterprise for

Authentication. This will open the SAP

BusinessObjects launch pad.

1 min

Next button Module 1 BI launch pad Home tab

2 Voice over: You have successfully logged into the BusinessObjects launch pad. Move over the screen to explore the icons. Rollover: My Recently Viewed Documents

A list of recently viewed reports. My Recently Run Documents

A list of recently run queries. Unread Messages in My Inbox

Send reports directly to other users (this option has been disabled).

Unread Alerts If you are subscribed to alerts you could access them here.

User timed





My applications These are the Applications installed for your login. In this login, the following programs are installed: Analysis Edition for OLAP (IA) Cristal Report for Enterprise Web Intelligence Application Explorer

Module 1 BI launch pad Home tab

2 Preferences (Pop up) The preferences are defined by the Administrator.

User timed


2 Help menu (Pop up) Here you can get help on any topic.

User timed


2 Search Bar (Rollover) Here you can look for documents.

User timed





Next button Module 1 BI launch pad Documents tab

3 My Documents navigation menu Show me Voice over: My Favorites

A folder with recently viewed reports.

Inbox A list of unread messages can be found in the inbox.

My Alerts Personal alerts are displayed here.

Subscribed Alerts Subscribed alerts are displayed here.

Personal Categories You can assign personal categories to you report.

1 min

Next button Module 1 BI launch pad Documents tab

5 Folders navigation menu Show me Voice over: There will be a folder for:

Customer Contact and Enquiries

Plan to Campaign Registration to Transfer

Service Order Management

Meter to Bill

Bill to Cash

Customer and Meter Data Management

Process and Solution Design Management

Team Workspaces

1 min

Next button





Module 1 BI launch pad Documents tab

5 Search navigation menu Show me: Voice over: Here you can search for the name of a particular document in the repository.

0.5 min

Next button Module 1 BI launch pad Documents tab Menu View

4 Documents tab Menu Bar Move over the screen to explore the icons. Rollover:

View (pop up) New (pop up) Organize (pop up) Send (pop up) More Actions (pop up) Details (pop up)

1 min

View View (rollover)Opens the highlighted document View latest instance. (Rollover) Opens the latest version of the highlighted document. Properties (Pop up)

User timed





Module 1 BI launch pad Documents tab menu View

4 Properties (Pop up) A depicted name and some specific keywords can help you find a document in the repository.

User timed

Module 1 BI launch pad Documents tab menu New

4 New Local Document (roll over) Creates a new document on the local hard drive with file name, title, description and keywords. Publication (roll over) Creates a new document in the repository with file name, title, description and keywords. Hyperlink (roll over) Creates a hyperlink (URL) to a document. For this functionality, you have to give it a name, description and keyword(s). Folder (roll over) Creates a new folder.

1 min

Module 1 BI launch pad Documents tab menu Send

4 Send BI Inbox (roll over) Send a document to another’s BI User inbox.

1 min





Email (roll over) Send a document via email to another user.

Module 1 BI launch pad Documents tab menu More Action

4 More Actions Modify (roll over) Opens current document in the appropriate application. Schedule (Pop up) Mobile Properties (Pop up) Categories (Pop up) Document Link (Pop up)

3 min


4 Schedule (Pop up) Enables you to schedule Reports to send alerts to inbox. This option has been disabled by the administrator.

User timed


4 Mobile Properties (Pop up) You can set the properties for publication onto mobile devices.

User timed






4 Categories (Pop up) For the moment, the categories are predefined by the Administrator.

User timed


4 Document link (Pop up) Enables you to email a link of the report to another user. To use this, copy and paste the link into your email or document.

User timed





Module 1 BI launch pad Documents tab menu

4 Roll over: Details opens Java details panel Refresh refreshes the data The Navigation icons help you to navigate through the list of documents.

1 min

Next button Module 1 Summary Voice over: This concludes this module.

You have familiarised yourself with the Business Objects launch pad. The next module familiarises you with the Web Intelligence application.

0.5 min



Module 2


r


Module 2 Open a report

6 Show me: Voice over: The quickest way to open an existing report is of course double-clicking on the file in My Recently Viewed Documents...

0.5 min


6 Voice over: ... or opening the report from the Documents tab in the launch pad. But for this time, let’s start the program first and open the report within Web Intelligence.

0.5 min

Next button Module 2 Web Intelligence Overview

6 Try me: Voice over: To start Web intelligence. Click on the Web intelligence icon.

User timed




r


Module 2 Web Intelligence Overview

6 Try me: Voice over: Web Intelligence opens. As you can see, it appears as a new tab in the launch pad. Click on the Open icon in the toolbar.

Uer timed


6 Try me: Voice over: Navigate through the folders to the file you want to open. Select the file “Generator and Wholesale Report” Click Open.

User timed




r


Module 2 Open a report with user prompt

6 Try me: Voice over: This report has a User Prompt. We leave it as it is for now and click Run Query.

User timed


6 Try me: Voice over: It takes a few minutes to retrieve the data from the server and generate the report.

User timed


6 Try me: Voice over: Since you are working in the rich client web interface your data will be saved for recovery.

User timed




r


Module 2 Web Intelligence Web Intelligence Overview Reading mode

6 Voice over: The document automatically opens in Reading mode. The Design mode will be explored in course 2 Next, let’s review the elements that make up the Web Intelligence in Reading mode.

0.5 min

Next button Module 2 Web Intelligence Web Intelligence Overview Reading mode menu

7 Voice over: Move over the screen to explore the icons. Menu bar items text (Rollover) New opens the dialog box Create a New Data Provider to assist you with creating a new query. Open opens the dialog box Choose a Document to assist you with opening an existing report. Save menu Save and save as – lets you choose to save a new version of your report in the repository. Print Exports the report for PDF printing

User timed




r


Find Find text in Tables and Cells on this report page. History List of dates corresponding to the instances of the scheduled document. Export Export to my computer in PDF, Excel or CSV format. Undo Redo Refresh Refresh data providers. Track Activate or de-activate data tracking mode. Drill Navigate the report by hierarchy. Filter Br Show or hide Report Filter tool bar. Show outline Fold or un-fold report elements.

Module 2 Web Intelligence Web Intelligence Overview Reading mode menu

7 Reading mode Roll over: The Design mode will be explored in course 2.

User timed




r


Module 2 Web Intelligence Web Intelligence Overview Reading mode help

7 Help (pop up) Get help on any topic.

User timed

Next button Module 2 Web Intelligence Overview Report tabs

7 Report tabs Show me: Voice over: In this document you have two reports. You have seen the summary report, and this will show you the detail report. Show me: Scrolling to the right to show all details.

1 min

Module 2 Web Intelligence Overview

7 Status Bar items Show me:

0.5 min




r


Status Bar Voice over: Track changes: Off Click to activate data tracking Navigation Helps you navigate the document. Quick display mode Is the standard display mode. Page display mode Is similar to Print layout in word. Screen size Access zoom options. Refresh Date Last refresh date and time.

Module 2 Refresh report

7 Show me: Perhaps you generated the report three months ago. To get the latest data from the repository, click on the Refresh icon.

0.5 min

Next button Module 2 Web Intelligence Overview Web Intelligence menu

7 Web Intelligence menu Show me: Filter Bar displays the Filter Bar Left Pane displays and hides the left pane. Outline displays Table Outlines Report Tabs displays and hides Report tabs. Status Bar displays and hides Status Bar. (Show me): set Left Pane to Normal.

0.5 min




r


Module 2 Web Intelligence Overview Left Pane

8 Document Summary pane Show me: Voice over: Here you find: Author Creation date Keywords and Description – which enables users to find your document. Statistics Document Options

0.5 min


8 Navigation Map pane Show me: Voice over: Shows all elements of the report. In this case, it contains the Summary report and the Detailed report.

0.5 min


8 Input Controls pane Show me: Voice over: Input Controls are similar to filters; you can generate them after you created the report.

0.5 min

QLD




r



8 User Prompt Input pane Show me: Voice over: This shows user prompts that were defined when the query was generated.

0.5 min


You have familiarised yourself with the elements of Web intelligence in Reading mode. In the next module, you will open and work with an existing report.

0.5 min



Module 3


r



9 Try me: Voice over: Navigate through the folders to the file you want to open. Select the file “Generator and Wholesale Report”. This is a report with number of National Meter Identifiers (NMIs) for Generator and Wholesales providers. Click Open.

User timed

Module 3 Answer prompts

10 Try me: Voice over: This Report was generated with a User Prompt to reduce the data of the query. Select the start date for your search in the ‘From Date’ field.

User timed




r



10 Try me: Voice over: Select the end date for your search in the ‘To Date’ field.

User timed


10 Try me: Voice over: Click on the Refresh data icon to see the list of Jurisdictions.

User timed




r



10 Try me: Voice over: Select Jurisdiction ‘QLD’ and click on the arrow icon to add it to the filter.

User timed


10 Try me: Voice over: Leave the optional filters LNSP, FRMP, LR, and Class code as they are for now. Click Ok.

User timed




r


Module 3 Read report

11 Show me: Voice over: The report shows all Generators and Wholesale providers in Queensland. LNSP: Market code of the associated local network service provider. FRMP: Market code of the associated Financially responsible Market Participant. LR: Market code of the associated local retailer. NMI Class Code: In this case either Generator or Whole sale providers. Count of NMI: number of National Meter Identifiers.

3 min

Module 3 Read a report

11 Detail Report Show me: scrolling to the right to show all details. Now you want to change the report to show all providers from NSW. Click on the question mark to open the user prompt panel.

0.5 min




r


Module 3 Refresh Execute report

12 Try me: Voice over: Select (Show List of Values) the Jurisdiction field to display the list and change it to NSW.

User timed

Module 3 Refresh Execute report

12 Try me: Voice over: Select ‘NSW’ and click on Run.

User timed




r


Module 3 Drill down from report summary to details

13 Show me: The values of the NMIs are hyperlinks, which you can use to drill down to details. Let’s drill down into the details from the Local Retailer POOL. There should be 24 Wholesale providers in Queensland.

1.5 min

Module 3 Drill down from report summary to details

13 Show me: Voice over: It opens a new window with the drill down details. Are there still 24 providers? Let’s check the data.

0.5 min


You have successfully opened and analysed an existing report. In the next module, you will save and share your modified report.

0.5 min



Module 4


r


Module 4 Export 14 Show me: Voice over: You can save Web Intelligence documents locally or in the repository. You can also export the data as Excel, PDF, text or *.csv file.

0.5 min




r


Module 4 Save as report document in repository

14 Show me: Voice over: Let’s save the current report as Web intelligence document in your own Favorites folder in the repository.

0.5 min


14 Show me: Voice over: You have the usual option to delete a file from the list, create a new folder, and refresh the items in the displayed folder and navigate through the list.

0.5 min




r



14 Show me: Voice over: Give it a name that is as specific as possible. Choose the right file type and add ‘Description’ and ‘Keywords’ to make it easier to find the report again. The option:’ Refresh on open’ ensures that you to get the latest data.

1 min

Next button Module 4 Export a report as PDF

15 Try me: Voice over: Let’s export a report as PDF. Select ‘Export current Report as PDF’.

User timed




r


Module 4 Save/open Report as PDF

15 Try me: Voice over: This option downloads the file and asks you what you want to do with the file? Click Open.

User timed

Module 4 Open Report as PDF

15 Try me: Voice over: This is the PDF of the summary report. Formatting is preserved in PDF and Excel. Let’s export the same report as an excel document.

User timed

Module 4 Export a report document as Excel

15 Try me: Voice over: Let’s export a Document as Excel.

User timed




r


Module 4 Export a report document as Excel file

15 Try me: Voice over: If you choose to ‘Export Document as Excel’ file, it is saved as Microsoft Office Excel 97-2003 Worksheet. It contains all generated reports, e.g. the summary and the detail report. Click Save.

User timed

Module 4 Export report document as Excel file

16 Try me: Voice over: This is the Excel file. Note that there are two tabs. One is the ‘Summary’ Report and the other is the ‘Detail’ Report. Now let’s send this Excel file to your colleague. The report is already open, so click on the office icon.

User timed




r


Module 4 Send exported report via Mail

16 Try me: Voice over: Select ‘E-mail’.

Module 4 Send exported report via Mail

16 Try me: Voice over: Your mail client opens with a new e-mail and the Excel report attached to it.

Next button




r


Summary Page Open BusinessObjects launch pad

Navigate and find an existing report

Locate elements that help you work with SAP Web Intelligence in reading mode

Answer user input prompts Analyse an existing report Save the report to your

Favorites folder Export and share your modified

report.

e-learning template 1 min