webi doc

Performing On-Report Analysis withWeb Intelligence

BusinessObjects XI 3.1 Service Pack 2

© 2009 SAP® BusinessObjects™. All rights reserved. SAP BusinessObjects andits logos, BusinessObjects, Crystal Reports®, SAP BusinessObjects Rapid Mart™,

Copyright

SAP BusinessObjects Data Insight™, SAP BusinessObjects Desktop Intelligence™,SAP BusinessObjects Rapid Marts®, SAP BusinessObjects Watchlist Security™,SAP BusinessObjects Web Intelligence®, and Xcelsius® are trademarks orregistered trademarks of Business Objects, an SAP company and/or affiliatedcompanies in the United States and/or other countries. SAP® is a registeredtrademark of SAP AG in Germany and/or other countries. All other namesmentioned herein may be trademarks of their respective owners.

2009-05-29

ContentsAbout Web Intelligence 15Chapter 1

How Web Intelligence performs business intelligence over the web.........16How Web Intelligence performs business intelligence offline....................16Interacting with Web Intelligence reports...................................................16

Viewing and printing Web Intelligence reports.....................................17Drilling on Web Intelligence reports......................................................17Performing on-report analysis..............................................................17

Creating and editing Web Intelligence documents....................................18Web Intelligence Query - HTML...........................................................18Web Intelligence Java Report Panel....................................................19Web Intelligence Rich Client................................................................19Web Intelligence HTML Report Panel..................................................20

Accessing Web Intelligence from InfoView 21Chapter 2

To log in to InfoView...................................................................................22To log out of InfoView................................................................................23Web Intelligence InfoView options.............................................................23

Web Intelligence document creation and viewing options...................23To set Web Intelligence drill options.....................................................27Web Intelligence locale options............................................................29

Web Intelligence viewing modes 33Chapter 3

To switch between viewing modes............................................................34Draft mode............................................................................................34Page mode...........................................................................................34PDF mode............................................................................................34

Performing On-Report Analysis with Web Intelligence 3

Quick Display mode.............................................................................35To select Enhanced Viewing mode......................................................37

Displaying and hiding report data 39Chapter 4

To display and hide report data.................................................................40

Displaying data in tables 41Chapter 5

Tables in Web Intelligence.........................................................................42Table types in Web Intelligence.................................................................42

Vertical table.........................................................................................42Horizontal table....................................................................................43Crosstab...............................................................................................43Forms...................................................................................................44

Creating, editing and removing tables.......................................................45To insert a table....................................................................................45To name a table....................................................................................46To change the table type using Turn To...............................................46To change the table type using drag and drop.....................................46To move columns in a table..................................................................46To remove a column from a table.........................................................47To remove a row from a table...............................................................47To add a column to a table...................................................................47To add a row to a table.........................................................................47To move columns in a crosstab............................................................48To add objects to a table......................................................................48To clear table or cell contents...............................................................48To remove a table.................................................................................48

Formatting tables and table cells...............................................................49To copy formatting using the Format Painter.......................................49To set cell height and width..................................................................49

4 Performing On-Report Analysis with Web Intelligence

Contents

To format text in table cells...................................................................50To align cell values...............................................................................51To merge cells......................................................................................51To format numbers and dates...............................................................51To align a table or cell on a report page...............................................51To format table borders........................................................................52To set the cell background color...........................................................52To insert an image in a table................................................................53To display a skin in a table...................................................................53To layer tables and cells.......................................................................53

Determining how tables display data.........................................................54Showing or hiding empty tables, rows or columns...............................54Aggregating duplicate rows..................................................................55To avoid page breaks in tables.............................................................55To view, activate and deactivate alerters..............................................55To filter data in a table..........................................................................56

Highlighting results using alerters..............................................................56Alerters defined....................................................................................56

Displaying data in free-standing cells 59Chapter 6

Free-standing cells defined........................................................................60To insert a free-standing cell in Web Intelligence......................................61

Using sections to group data 63Chapter 7

Grouping information with sections...........................................................64Creating and removing sections and subsections.....................................66

To create a section from a table cell in Web Intelligence.....................66To add a section based on object available in the document in WebIntelligences.........................................................................................67Creating subsections in Web Intelligence............................................67


Contents

To include sections in the Navigation Map...........................................67To remove a section in Web Intelligence..............................................68

Formatting sections...................................................................................68To select a background color for a section in Web Intelligence...........68To display an image on a section background in Web Intelligence......69To display a skin on a section background in Web Intelligence...........70To set the page layout for a section in Web Intelligence......................71

Displaying data in charts 73Chapter 8

Creating charts..........................................................................................74Chart types in Web Intelligence.................................................................74

Bar charts.............................................................................................74Line charts............................................................................................75Area charts...........................................................................................75Pie charts.............................................................................................76Radar, polar and scatter charts............................................................763D charts..............................................................................................762D charts..............................................................................................77

Adding, copying and removing charts.......................................................78To insert a blank chart and allocate data to the axes...........................78To duplicate a chart..............................................................................79To turn a table into a chart....................................................................79To remove a chart from a report...........................................................79To name a chart....................................................................................79

Positioning charts......................................................................................80To position a chart on the report page..................................................80

Changing the chart type.............................................................................80To change the chart type using TurnTo................................................80To change the chart type using drag and drop.....................................80

Formatting charts.......................................................................................81To select a 2D or 3D look for a chart....................................................81


Contents

To show, format or hide axis labels......................................................81To show, format or hide the axis grid....................................................81To select the data color........................................................................82To show values on pie charts as percentages.....................................82To select the style and color of a chart border.....................................82To remove the border of a chart...........................................................82To select the background color of a chart............................................83To show or hide chart walls and floors.................................................83To insert and format a chart title...........................................................83To set the page layout of charts...........................................................84To show, hide, position and format chart legends................................84Displaying and formatting chart data....................................................85

Formatting numbers and dates 89Chapter 9

Predefined and custom formats.................................................................90Predefined formats...............................................................................90Custom formats....................................................................................91

Filtering report data 97Chapter 10

Report filters defined..................................................................................98Types of report filter..............................................................................98

Query filters and report filters compared...................................................99Report filter operators................................................................................99

Equal To operator.................................................................................99Not Equal To operator..........................................................................99Different From operator........................................................................99Greater Than operator........................................................................100Greater Than Or Equal To operator...................................................100Less Than operator............................................................................100Less Than Or Equal To operator........................................................100


Contents

Between operator...............................................................................100Not Between operator........................................................................101In List operator...................................................................................101Not In List operator.............................................................................101Is Null operator...................................................................................101Is Not Null operator............................................................................102

Creating, editing and deleting report filters..............................................102To create a report filter in Web Intelligence........................................102To view the report filters in a Web Intelligence report.........................102To edit a report filter in a Web Intelligence report...............................103To edit one dimension in a report filter in Web Intelligence................103To delete a report filter in Web Intelligence........................................103To create simple report filters.............................................................104

Combining and nesting report filters........................................................105The AND and OR operators...............................................................105To combine report filters in Web Intelligence......................................105To nest report filters in Web Intelligence............................................106To change the order of nested report filters in Web Intelligence........107

Answering prompts 109Chapter 11

To enter values to answer a prompt........................................................110To enter dates to answer a prompt..........................................................110

Filtering data using input controls 113Chapter 12

Input controls defined..............................................................................114To add an input control............................................................................114To edit an input control.............................................................................116To highlight input control dependencies..................................................116To organize input controls........................................................................117To view the input controls map................................................................117


Contents

Using tables and charts as input controls................................................117To define a table or chart as an input control.....................................117

To filter data using input controls.............................................................118

Enhancing reports with calculations, formulas and variables 121Chapter 13

Calculations, formulas and variables.......................................................122Working with standard calculations.........................................................122

To insert a standard calculation in a table or crosstab.......................122To remove a standard calculation......................................................123

Working with formulas.............................................................................123The Formula toolbar...........................................................................123

Working with variables.............................................................................125To create a variable from a formula....................................................125To create a variable using the Variable Editor....................................125To edit a variable................................................................................126To delete a variable............................................................................126

Drilling on report data 127Chapter 14

What is drill?............................................................................................128Scope of analysis...............................................................................129Drill paths and hierarchies..................................................................131

To start and end drill mode in Web Intelligence.......................................132Retrieving more levels of data to the report.............................................132

To drill out of the scope of analysis....................................................132To choose a drill path when more than one is available..........................133To take a drill snapshot............................................................................134Drilling on dimensions in tables and sections..........................................134

Drilling down.......................................................................................134Drilling up...........................................................................................136Drilling by............................................................................................137


Contents

Drilling on measures in tables and sections............................................140To drill down on a measure value.......................................................140To drill up on a measure value...........................................................140

Synchronizing drill across multiple tables and charts..............................141Drilling on charts......................................................................................141

Drilling on dimensions via chart axes.................................................142Drilling on measures in charts............................................................142Drilling on axis legends......................................................................145

Using filters when you drill.......................................................................145To change a filter value on the Drill toolbar........................................146To add or remove a drill filter .............................................................146

Saving reports with drill filters..................................................................147Refreshing data in a drilled report with prompts......................................147Drilling with query drill..............................................................................147

Query drill defined..............................................................................147Drilling down with query drill...............................................................149Drilling up with query drill...................................................................149Query drill and drill snapshots............................................................150Query drill and other reports based on the same data provider.........150

Merging dimensions from multiple data providers 151Chapter 15

Merged dimensions defined....................................................................152When to merge dimensions.....................................................................152Choosing which dimensions to merge.....................................................152Creating, editing and deleting merged dimensions.................................153

To merge dimensions.........................................................................153To merge dimensions automatically...................................................153To edit a merged dimension...............................................................154To delete a merged dimension...........................................................154

Understanding the effects of merged dimensions...................................154Synchronizing data providers with different aggregation levels.........155


Contents

Detail objects and merged dimensions..............................................156Incompatible objects and merged dimensions...................................158Filtering merged dimensions..............................................................159Drilling on merged dimensions...........................................................161

Ranking report data 163Chapter 16

Ranking data............................................................................................164Rankings and sorts..................................................................................164Tied rankings...........................................................................................165Ranking parameters................................................................................167

Example of a ranking..........................................................................169Ranking and data order...........................................................................170Ranking workflows...................................................................................170

To create a ranking.............................................................................170Ranking examples...................................................................................171

Tracking changes in data 177Chapter 17

Tracking changes in your data.................................................................178Types of data change..............................................................................178Data tracking modes................................................................................179

Automatic data tracking mode............................................................179Manual data tracking mode................................................................179

To activate data tracking..........................................................................179To change the reference data..................................................................180Displaying changed data.........................................................................180

To display or hide changed data........................................................180Configuring the appearance of changed data....................................180How changed data is displayed in blocks..........................................181How changed data is displayed in reports with merged dimensions...183How changed data is displayed in sections.......................................184


Contents

How changed data is displayed in blocks with breaks.......................187How changed data is displayed in charts...........................................187

Data tracking limitations...........................................................................187Data tracking and drill.........................................................................188Data tracking and Refresh on Open...................................................188

Using the Web Intelligence formula language to track changed data.....188The RefValue function........................................................................189The RefValueDate function................................................................189Building formulas using the RefValue function...................................189

Changed data and the calculation context..............................................190

Linking to other documents 193Chapter 18

Linking to other documents.....................................................................194Cell text defined as a hyperlink..........................................................194A hyperlink associated with a cell......................................................195A link to another document in the CMS..............................................197

Working with hyperlinks...........................................................................202To link to another document from a hyperlink....................................202To edit a hyperlink..............................................................................203To delete a hyperlink..........................................................................203Formatting hyperlink colors................................................................203

URL Reporting using openDocument .....................................................204Structuring an openDocument URL ..................................................204openDocument parameter overview .................................................207Contextual report linking ....................................................................225

Working with documents 229Chapter 19

To create a Web Intelligence document from InfoView............................230To open a Web Intelligence document from InfoView..............................230To delete a Web Intelligence document from InfoView............................230


Contents

Saving documents...................................................................................231To save a new Web Intelligence document in InfoView.....................231To save a Web Intelligence document as a PDF file..........................231To save a Web Intelligence document as an Excel spreadsheet.......232To save a Web Intelligence document as a CSV file..........................232Automatic saving and recovery..........................................................233

Printing Web Intelligence documents......................................................235To print a Web Intelligence report.......................................................236

Web Intelligence document properties....................................................236To view and set Web Intelligence document properties.....................238

More Information 239Appendix A

Index 243


Contents


Contents

About Web Intelligence

1

HowWeb Intelligence performsbusinessintelligence over the web

Web Intelligence provides business users with an easy to use interactiveand flexible user interface for building and analyzing reports on corporatedata over the web, on secured intranets and extranets. The Web Intelligencesoftware is installed by your administrator on a web server on your corporatenetwork.

To use Web Intelligence from your local computer, you log into the businessintelligence portal InfoView via your Internet browser. Then, depending onyour security profile, you can interact with the reports in corporate documentsor edit or build your own documents using a Web Intelligence report panelor query panel.

HowWeb Intelligence performsbusinessintelligence offline

Web Intelligence can be used offline as Web Intelligence Rich Client, astandalone Microsoft Windows application, equivalent to the Java ReportPanel, that you can install on your computer. Web Intelligence Rich Clientlets you continue to work with Web Intelligence (WID) documents when youare unable to connect to a CMS, when you want to perform calculationslocally rather than on the server, and when you want to work with WebIntelligence documents without installing a CMS or application server.

Web Intelligence Rich Client can also be used when connected to a CMS.

InteractingwithWeb Intelligence reportsDepending on your security profile and on how Web Intelligence is deployedacross your organization, you can view, analyze, or enhance and modify thedata displayed on reports.


About Web Intelligence1 How Web Intelligence performs business intelligence over the web

Viewing and printing Web Intelligence reports

Once logged into the business intelligence portal InfoView, you can accessWeb Intelligence documents and view reports. Onscreen navigation is madeeasy with page-to-page navigation buttons and a document map that allowsyou to jump from section to section or report to report.

The same document can provide the information adapted to each user dueto prompts that request each user, who opens the document, to specify thedata they want to return to the reports.

When you print, Web Intelligence automatically generates a copy of reportsin Portable Document Format (PDF) format for optimum print quality. Youcan print reports directly from the Web Intelligence Java Report Panel orWeb Intelligence Rich Client without exporting to PDF.

Drilling on Web Intelligence reports

Drilling on Web Intelligence reports enables you to analyze the detailed databehind the displayed results. You can turn the report you are viewing into adrillable report or drill on a duplicate of the original report to retain a versionof the results before your drill analysis.

Once you have found the information you need, you can save a snapshotof the drilled report to share the results of your analysis with other WebIntelligence users, or save the document in Excel or Portable Document(PDF) format to print or email to other business contacts.

Performing on-report analysis

Viewing Web Intelligence reports in Interactive view format enables you toenhance reports and fine-tune the data reports contain, to highlight theinformation that most interests you on demand.

On-Report Analysis is designed for:

• users who need to build queries and then want to build reports• report consumers who need to manipulate the reports created by others


1About Web IntelligenceInteracting with Web Intelligence reports

With On-Report Analysis you can:

• view document metadata to understand the data behind reports and seehow reports are structured and filtered

• filter and sort results• add new tables and charts• add formulas and create variables• format and change the layout of charts and tables• slice and dice results by adding other data to charts and tables

Note:On-report analysis of Web Intelligence reports in Interactive view format isonly available if your administrator has deployed Web Intelligence in JSPmode.

Creating and editing Web Intelligencedocuments

You can create or edit Web Intelligence documents using the Web IntelligenceHTML Report Panel, Web Intelligence Query - HTML, Web Intelligence inInteractive mode, the Web Intelligence Java Report Panel and WebIntelligence Rich Client.

Web Intelligence Query - HTML

Designed for users requiring a pure HTML environment to build queries,Web Intelligence Query – HTML offers the ability to define the data contentof documents on multiple data sources. You can use Query – HTML to createnew documents from scratch or edit the queries in documents created usingany of the other Web Intelligence tools.

Used together with On-Report Analysis, Query – HTML provides a completesolution for building queries and designing powerful reports in a pure HTMLenvironment. Once you have run the queries to generate a standard report,you can leverage Web Intelligence On-Report Analysis features to formatmultiple reports, add formulas, and create variables.


About Web Intelligence1 Creating and editing Web Intelligence documents

Note:Web Intelligence Query – HTML and On-Report Analysis in Interactive viewformat are only available, if your administrator has deployed Web Intelligencein JSP mode.

Web Intelligence Java Report Panel

The Java Report Panel is designed for users who need more flexibility withdesigning report layout and defining formulas and variables. A graphicalFormula Editor enables you to build formulas rapidly using drag-and-drop.

Note:The Web Intelligence Java Report Panel is available if your administratorhas deployed Web Intelligence in ASP mode and if your administrator hasdeployed Web Intelligence in JSP mode.

Web Intelligence Rich Client

Web Intelligence Rich Client is a locally installed Microsoft Windowsapplication that lets you work with Web Intelligence (WID) documents thatare stored locally or in a CMS.

When working without a CMS connection you can work on your local machinewith either CMS-secured or unsecured documents.

Web Intelligence Rich Client is based on the Web Intelligence Java ReportPanel and provides equivalent document creation, editing, formatting, printingand saving capabilities.

There are a number of reasons for using Web Intelligence Rich Client towork with WID documents:

• You want to work with Web Intelligence documents but you are unableto connect to a CMS (while traveling, for example).

• You want to improve calculation performance: Web Intelligence RichClient performs calculations locally, rather than on the server, and localcalculations can perform better than server calculations.

• You want to work with Web Intelligence documents without installing aCMS or application server.


1About Web IntelligenceCreating and editing Web Intelligence documents

Web Intelligence HTML Report Panel

Designed for users who need to build basic reports, the HTML Report Panelprovides query and report features in a simple wizard-like interface. Eachdocument is based on a single data source and can contain multiple reports,displaying different subsets of information.

In addition, the HTML Report Panel is 508 compliant and can be customizedfor specialized deployments.

Note:The Web Intelligence HTML Report Panel is only available if youradministrator has deployed Web Intelligence in JSP mode.


About Web Intelligence1 Creating and editing Web Intelligence documents

Accessing Web Intelligencefrom InfoView

2

You access Web Intelligence reports and set global Web Intelligence optionsfrom InfoView, the corporate business intelligence portal.

To log in to InfoViewBefore you can use InfoView and Web Intelligence you need the followinginformation:

• 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

Contact your adminstrator for these details if you do not already know them.

Note:By default the InfoView server name and authentification method are notdisplayed on the InfoView logon page. You need to supply this informationonly if your administrator has made these options visible.

You access Web Intelligence by using your web browser to log into InfoView,the corporate business intelligence portal. Once you are in InfoView, youcan analyze and enhance Web Intelligence reports.

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 followedby 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.


Accessing Web Intelligence from InfoView2 To log in to InfoView

To log out of InfoViewWhen you finish using InfoView or Web Intelligence you need to log out,instead of simply closing your web browser.

Logging out of InfoView ensures that any preferences you modified duringyour InfoView session are saved. It also lets your administrator track howmany users are logged into the system at any given time and thus optimizeInfoView and Web Intelligence performance.

• Click Log Out.The login page appears. You are logged out of InfoView

Web Intelligence InfoView options

Web Intelligence document creation and viewingoptions

You can set your Web Intelligence options to determine how you create,view and interact with documents using Web Intelligence.

You create documents using a query editor to build the query to retrieve thedocument data. After the query returns the data to the document, you canview and interact with the data.


2Accessing Web Intelligence from InfoViewTo log out of InfoView

DescriptionDocument creation option

You create documents using theJava Report Panel, a Java appletthan launches in your Web brows-er.

The Java Report Panel is a com-bined query building, report editingand data analysis environment. Ifyou choose Advanced as yourdocument creation option, you alsouse the Java Report Panel forworking with the data returned bythe query. The Select a defaultview format option is not taken intoaccount.

The Java Report Panel providesthe richest feature set of all WebIntelligence query building, reportediting and data analysis environ-ments.

Advanced

You build queries using Query -HTML, an HTML-based query editor.Interactive

You build queries, edit reports andanalyze data using Web Intelli-gence Rich Client, a standaloneversion of the Java Report Panelthat runs outside your web browser.

Desktop

You create reports using the HTMLReport Panel, a 508-compliant queryand report building environment.

Web Accessibility

You can use the following view formats to view and interact with existingWeb Intelligence documents, or documents that you have just created usinga query editor:


Accessing Web Intelligence from InfoView2 Web Intelligence InfoView options

DescriptionView format

Use Web (HTML) format when youwant to open reports, answerprompts, navigate reports, and/orperform drill analysis.

Web

Use Interactive format when youwant to apply filters, sorts, calcula-tions, modify formatting and datadisplayed on tables and charts,and/or perform drill analysis.

Use Interactive format if you are us-ing Query – HTML to define queries,and you want to format reports basedon those queries and add formulasand variables.

Interactive format + Query HTMLprovides an approximate equivalentto the Java Report Panel or Web In-telligence Rich Client, in a pureHTML environment.

You can also use Interactive formatto view and work with reports gener-ated from the HTML Report Panel.Unline Query - HTML, which is apure query-building environment, theHTML Report Panel also allows youto define reports. After running yourquery, you can continue to work withthe report either by using Interactiveformat, or by returning to the HTMLReport Panel.

Interactive view format is only avail-able if your administrator has de-ployed Web Intelligence in JSPmode.

Interactive


2Accessing Web Intelligence from InfoViewWeb Intelligence InfoView options

DescriptionView format

Use PDF mode when you want to viewstatic reports.PDF

To select the Web Intelligence query editor

1. Click the Preferences button on the InfoView toolbar.2. Click Web Intelligence Preferences to display the Web Intelligence

options.3. Select the query editor beneath Select a default creation/editing tool.4. Click OK.

To select the Web Intelligence view format

You can select different view formats for Web Intelligence documentsdepending on how you want to interact with the information displayed on thereports. You select your Web Intelligence view options in InfoView. Whenyou modify your view options, the new settings are implemented the nexttime you open a Web Intelligence document.

1. Click the Preferences button on the InfoView toolbar.2. Click Web Intelligence Preferences to display the Web Intelligence

options.3. In the Select a view format section, select the view format.

To select a default universe for new documents

1. Click Preferences on the Infoview toolbar.2. ClickWeb Intelligence Preferences to display the Web Intelligence

options.3. Click Browse beneath Select a default universe and browse to the

universe you want to select as the default.



To set Web Intelligence drill options

Drilling on reports lets you look deeper into data to discover the details behinda good or bad summary result displayed on a table, chart, or section. Beforeyou begin a drill session, you can set your drill options in InfoView to specifyhow reports will change each time you drill.

1. Click Preferences on the Infoview toolbar.2. Click Web Intelligence Preferences to display the Web Intelligence

options.3. Select the drill options under Drill options and Start drill session.

Hide drill toolbar option

When you drill on a value displayed on a report, the Drill toolbar appearsand displays the value on which you drilled. The value displayed on thetoolbar filters the results displayed on the drilled report.

For example, if you drill on year 2001, the results displayed on the drilledtable are Q1, Q2, Q3, and Q4 for year 2001. This means that the quarterlyvalues you drilled to are filtered by 2001.

Note:If the drilled report includes dimensions from multiple queries, a ToolTipappears when you rest your cursor on the value displayed on the filter. TheToolTip displays the name of the query and the dimension for the value.

The Drill toolbar allows you to select alternative values on the same level,in order to filter the results differently. For example, if you use the Drill toolbarillustrated above to select “2002, ? the results displayed on the drilled tablewould be Q1, Q2, Q3, and Q4 for year 2002.

You can opt to hide the Drill toolbar when you start drill mode. The Drilltoolbar is only useful if you want to select filters during your drill session.

Prompt when drill requires additional data option

When you drill the results displayed on a Web Intelligence report, you maywant to drill to higher- or lower-level information that isn’t included in the



scope of analysis for the document. When this is the case, Web Intelligenceneeds to run a new query to retrieve the additional data from the data source.

Since queries on large selections of data may take a long time to becompleted, you can choose to be prompted with a message every time anew query is necessary. The prompt message asks you whether you wantto run the additional query or not. In addition, the prompt lets you apply filtersto the extra dimensions you include in the new query. This means you canrestrict the size of the query to only the data necessary for your analysis.

You need permission from your administrator to drill out of the scope ofanalysis during a drill session.

Synchronize drill on report blocks option

When you select theSychronize drill on all report blocks option, the displayof all blocks changes to correspond with your drill actions. For example, ifyou drill down on a block from year to quarter, and your report also containsa chart showing data by year, the chart display also changes to display databy quarter.

If you do not select the option, only the drilled block changes in response todrill actions.

Start drill session option

The Start drill session option controls how Web Intelligence behaves whenyou start drill mode.

Start drill session on existing report optionWhen you select Start drill session on existing report, the current reportbecomes drillable when you start drill mode. When you end drill mode, thereport displays the drilled values.

Start drill session on a duplicate report optionWhen you select Start drill on a duplicate report, Web Intelligence createsa duplicate of the current report when you start drill mode, and you drill onthe duplicate. This allows you to compare the results of the original reportwith the results you discover during your drill analysis.



Web Intelligence locale options

Locales determine how Web Intelligence displays its interface (for example,menu items and button text) and data (for example, date and numberformatting).

Web Intelligence has three locales:

DescriptionLocale

The locale in which the Web Intelli-gence interface is displayedProduct Locale

The locale of the data currently con-tained in the documentDocument Locale

The user's preferred locale for display-ing document dataPreferred Viewing Locale

The InfoView settings determine how the Document Locale and PreferredViewing Locale interact to display document data.

Related Topics• To permanently associate a locale with a document on page 31

The Product Locale

The product locale is used to display the Web Intelligence interface (forexample, menu items and button text).

Note:The GetLocale function returns the Product Locale.

To set the Product Locale1. Click Preferences on the main InfoView toolbar.2. Click General to display the general options.3. Select the product locale from the Product locale list.



The Document Locale

The Document Locale formats the data in a document. For example, theDocument Locale determines how Web Intelligence displays dates andnumbers.

If the Web Intelligence settings in InfoView give the user's Preferred ViewingLocale priority through the Use my Preferred Viewing Locale to formatthe data setting, Web Intelligence sets the Document Locale to the PreferredViewing Locale when the user opens a document. When the user saves thedocument, Web Intelligence saves this Document Locale with the document.

If the Web Intelligence settings do not give the user's Preferred ViewingLocale Priority, Web Intelligence formats the data according to the DocumentLocale saved with the document.

When a user creates a document, Web Intelligence always assigns the user'sPreferred Viewing Locale as the initial Document Locale, whether or not theWeb Intelligence settings in InfoView give the Preferred Viewing Localepriority.

A user can permanently associate the current Document Locale with adocument by saving the document with thePermanent Regional Formattingoption selected. Once a document has been saved with the option selected,Web Intelligence ignores the InfoView settings and always formats thedocument data using the saved Document Locale. This applies to all users,not just the user who selected the Permanent Regional Formatting option.

Note:The GetContentLocale function returns the Document Locale.

Related Topics• To permanently associate a locale with a document on page 31

To set the Document Locale1. Click Web Intelligence Preferences to display the Web Intelligence

options.2. Click Use the document locale to format the data beneath When

viewing a document.



The Preferred Viewing locale

The Preferred Viewing Locale is a user's preferred locale for displayingdocument data. The Document Locale becomes the user's Preferred ViewingLocale when the InfoView settings give the Preferred Viewing Locale priority.

Note:The GetPreferredViewingLocale function returns the Preferred ViewingLocale. The GetLocalized function also uses the Preferred Viewing Localeto display translated strings.

To set the Preferred Viewing Locale1. Click Preferences on the main InfoView toolbar.2. Click General to display the general options.3. Select the preferred viewing locale from the Preferred viewing locale

list.4. Click Web Intelligence Preferences to display the Web Intelligence

options.5. If you want data to be formatted using the preferred viewing locale, click

Use my Preferred Viewing Locale to format the data beneath Whenviewing a document.

To permanently associate a locale with a document

1. In Web Intelligence Interactive, select Document > Properties from themenu to display the" Document Properties" dialog box, then selectPermanent regional formatting.

2. In the Web Intelligence Java Report Panel or Web Intelligence Rich Client,right-click an empty area of the report, select Document Properties todisplay the Document Properties pane, then select PermamentRegional Formatting in the Document Options section of the pane.

3. Save the document.The current Document Locale is associated permanently with thedocument.





Web Intelligence viewingmodes

3

To switch between viewing modesYou can view Web Intelligence reports in different modes depending on howyou want to work with data and how you want the data to appear.

1. In Web Intelligence Interactive, select the report tab of the report youwant to view.

2. Click the arrow next to the View button on the main toolbar above thereport.

3. Select the viewing mode.Web Intelligence Interactive displays the report in the selected viewingmode.

4. In the Java Report Panel or Web Intelligence Rich Client, use SwitchPage/Quick Display on theReporting toolbar to alternate between Pagemode and Quick Display mode.

Draft mode

Draft mode displays just the tables, reports, and free standing cells in reports.

Use Draft mode when you want to focus on analyzing results, add calculationsor formulas, or add breaks or sorts to tables to organize results.

Page mode

Page mode displays the page layout of reports, including page margins,headers, and footers.

Use Page mode when you want to fine-tune the formatting of tables andcharts and the layout of report pages.

PDF mode

PDF mode displays the report in PDF format.


Web Intelligence viewing modes3 To switch between viewing modes

Use PDF mode when you want to view the report in PDF format or print thereport from within Adobe® Acrobat® Reader®.

Quick Display mode

Quick Display mode is the default display mode in Web Intelligence. It is apagination mode that is based on the data, rather than the physical size ofreport pages. Quick Display mode displays just the tables, reports, and freestanding cells in reports and displays a maximum number of records verticallyand horizontally, depending on the Quick Display settings. Quick Displaymode also specifies the minimum page width and height and the amount ofpadding around the edges of the report.

Because Quick display mode retricts the number of horizontal and verticalrows, a report might not contain all possible data.

Use Quick Display mode when you want to focus on analyzing results, addcalculations or formulas, or add breaks or sorts to tables to organize results.

The Quick Display mode properties are configurable either by youradministrator in the CMC, or directly in Web Intelligence.

NotesWhereconfig-ured

Property

CMCMaximum verti-cal records

CMCMaximum hori-zontal records

CMCMinimum pagewidth

CMCMinimum pageheight

CMCRight padding


3Web Intelligence viewing modesTo switch between viewing modes

NotesWhereconfig-ured

Property

CMCBottom padding

• Impacts horizontal tables and crosstabs only• Horizontal tables are never cut vertically• The number of rows in a horizontal table is

ignored in vertical records calculation

Web Intelli-gence

Vertical recordsper page

• Impacts vertical tables, forms and crosstabsonly

• The number of rows in a vertical table is ig-nored in horizontal records calculation

Web Intelli-gence

Horizontalrecords perpage

Other notes:• Table headers and footers do not count as rows.• Free standing cells and charts do not count as rows.• Section cells do not count as rows when the section is not empty.• Sections cells count as vertical rows when the section is empty.• The Avoid Page Break in Block option has no effect in Quick Display

mode

To change Quick Display mode settings in Web Intelligence

You can change the number of horizontal and vertical records per page inQuick Display mode in Web Intelligence.

1. In the Java Report Panel, set the Page Content > Vertical Records perpage and Page Content > Horizontal Records per page properties.

2. In Web Intelligence Interactive, right-click the report background, selectFormat Report to display the "Format Report" dialog box, and set theNumber of vertical records per page and Number of horizontalrecords per page in the General tab.

3. As a shortcut, vou can also use the icons on the Page Navigation toolbar(Java Report Panel) or main toolbar (Web Intelligence Interactive) toincrease or decrease these settings by increments of 50.



To select Enhanced Viewing mode

Your administrator can define minimum page margins, headers and footersthat are applied only when you view reports onscreen. This means that themaximum amount of information on report pages is visible when you viewreports via your computer screen. To apply the page definition set up by youradministrator you need to select Enhanced Viewing mode.

1. Select Document > Properties (in Web Intelligence Interactive) orright-click a report and select Document Properties (in the Java ReportPanel or Web Intelligence Rich Client).

2. Select Enhanced viewing mode.


3Web Intelligence viewing modesTo switch between viewing modes



Displaying and hiding reportdata

4

You can hide and display report data by folding and unfolding the display ofdifferent report elements.

You can fold and unfold sections, breaks and tables. Web Intelligenceconceals and displays data in different ways depending on the report element.

ResultReport ele-ment

When a section is folded, section details are hidden andfree cells only are displayed.

Section

When a table or break is folded, the rows are concealed andheaders and footers only are displayed. (Tables must haveheaders and footers to be folded and unfolded.)

Vertical tables and crosstabs only can be folded and unfold-ed.

Note:Folding and unfolding tables and breaks is supported by theWeb Intelligence Java Report Panel and Web Intelligence RichClient only.

Table or break

To display and hide report data1. Click Fold/Unfold on the report toolbar.

The Fold/Unfold bar appears to the left of the report.

2. User the icons on the bar, which correspond to and are aligned withindividual report elements, to fold and unfold specific report elements.

3. Use the icons at the bottom of the bar to fold and unfold all instances ofa type of report element.


Displaying and hiding report data4 To display and hide report data

Displaying data in tables

5

Tables in Web IntelligenceWhen you create a new document and run the query the first time to displaythe results, Web Intelligence generates a report that includes all of the resultsin a vertical table. You can modify how the table is organized, remove or adddata, change the table type to display the results differently or insert othertables. You can also insert free standing cells to display results in a singlecell.

Table types in Web IntelligenceA Web Intelligence report displays results in a block. You can format theblock as a specific type of table.

Vertical table

Vertical tables display header cells at the top of the table and thecorresponding data in columns. By default, the header cells display the namesof the dimensions, details, and measures included in the table. The bodycells display the corresponding values.


Displaying data in tables5 Tables in Web Intelligence

Horizontal table

Horizontal tables display header cells at the left of the table and thecorresponding data in rows. By default, the header cells display the namesof the dimensions, details, and measures included in the table. The bodycells display the corresponding values.

Crosstab

Crosstabs display values for dimensions across the top axis and on the leftaxis. The body displays the values of a measure that correspond to thecross-section of the dimensions. For example, this crosstab displays valuesfor [Quarter] across the top axis and displays values for [State] on the leftaxis. The body displays values that [Sales Revenue] for each quarter in eachstate.

You can include multiple dimensions in crosstabs. For example, this crosstabdisplays two dimensions. The values for the [Sales Revenue] measure arevalues each state by quarter for each line.


5Displaying data in tablesTable types in Web Intelligence

When you create crosstabs that include a dimension(s) in the body, the bodycell values are calculated according to a multi-dimensional data model. Thevalues displayed in the body are calculated according to all of the coordinateson the table axes, whether or not there is a row for the specific coordinatein the SQL result.

Forms

Forms are useful in your report if you want to display detailed informationper customer, product, or partner. For example, a form is a useful way ofdisplaying individual customer records with information such as the customeraccount, name, address, and so on.

Forms are also useful for formatting address labels for envelopes.


Displaying data in tables5 Table types in Web Intelligence

Creating, editing and removing tables

To insert a table

1. To display the Document Properties pane, click the Show left panearrow at the top left of the report.

2. Select Chart and Table Types from the drop down list in the DocumentProperties pane.The Left panel now displays all the types of tables, charts and freestanding cells that you can add to the report.

3. Select the table type that you want to add to the report in the Left paneland drag the table onto the report.

4. Right-click the table in the report, select Insert from the menu, then selectNew column or New row to add rows or columns to the table.

5. Select Available Objects from the drop-down list at the top of the leftpanel.

6. Drag the object that you want to associate with a column to the columnin the report table.The column is populated with the data from the report object.


5Displaying data in tablesCreating, editing and removing tables

7. Continue dragging objects to table columns until you have associatedobjects with all columns.

To name a table

1. Select the table, right click, select Format from the menu and then selectTable from the sub menu.

2. Select the General tab on the "Format Table" dialog box.3. Type the table name in the Name box.

To change the table type using Turn To

1. Right-click inside the table and select Turn table to from the menu.The "Turn To" dialog box appears.

2. Make sure that Tables is selected in the left pane.3. Select the type of table to which you want to change the current table in

the Available Formats area on the right.4. Click OK.

Web Intelligence changes the table to the type you selected.

To change the table type using drag and drop

1. Make sure that the Document Properties pane is displayed to the leftof the selected report. To display the Document Properties pane, clickthe Show left pane arrow at the top left of the report.

2. Select Chart and Table Types from the drop down list at the top of theLeft panel.

3. Select the table type to which you want to change the existing table anddrag it over the existing table.

To move columns in a table

1. Right-click in the table, select Format from the menu, then select Table.The "Format Table" dialog box appears.


Displaying data in tables5 Creating, editing and removing tables

2. Select the Pivot tab.3. Select objects in the Available Objects area, and click >> to add them

to the table.4. Select objects in the Column(s) area and click << to remove them from

the table.5. Drag objects in the Column(s) area to set the order of columns in the

table.6. Click OK.

To remove a column from a table

1. Select the column and right-click.2. Select Remove from the menu, then select Column.

To remove a row from a table

1. Select the row and right-click.2. Select Remove from the menu, then select Row.

To add a column to a table

1. Select a column in the table and right-click.2. Select Insert from the menu, select New Column, then select Left or

Right, depending on whether you want to insert the column to the left orright of the selected column.

To add a row to a table

1. Select a row in the table and right-click.2. Select Insert from the menu, select New Row, then select Above or

Below, depending on whether you want to insert the row above or belowthe selected row.


5Displaying data in tablesCreating, editing and removing tables

To move columns in a crosstab

1. Select the crosstab.2. Right-click and select Swap Axis from the menu.

Web Intelligence swaps the rows and columns of the crosstab.

To add objects to a table

1. Make sure that the Document Properties pane is displayed to the leftof the selected report. To display the Document Properties pane, clickthe Show left pane arrow at the top left of the report.

2. Select Available Objects from the drop down list at the top of the Leftpanel.

3. Select the object you want to add and drag it over to the table so that ared bar appears where you want to place the object.

4. Release the object.Web Intelligence adds the object to the table.

To clear table or cell contents

1. Select the cell or column within a table.2. Display the Formula bar by selecting View from the menu, then selecting

Toolbars, then Formula.3. Delete the cell formula in the Formula bar.

Web Intelligence removes the data from the cell(s).

To remove a table

1. Select the table.2. Right-click and select Remove from the menu, then select Table.


Displaying data in tables5 Creating, editing and removing tables

Formatting tables and table cells

To copy formatting using the Format Painter

You can quickly apply the formatting from a report, table or cell to otherreports, tables or cells using the Format Painter.

The formatting options applied depend on the objects you choose as thesource and target. In general, only properties that affect the visual formatting(for example font style, background color) are applied. Properties that affectthe display of data (for example, table properties such as "Avoid duplicaterow aggregation" property) are not applied.

1. Select the report, table or cell whose formatting you want to apply.2. Click the Format Painter to apply the formatting once, or double-click to

apply the formatting multiple times.

The Format Painter is the button furthest to the right on the Formattingtoolbar.

3. Click the report, table or cell to which you want to apply the formatting.

Web Intelligence applies the formatting to the report, table or cell youselected. If you single-clicked the Format Painter, it is deactivated.

If you double-clicked the Format Painter, it remains activated.

4. If you double-clicked, click the Format Painter again or press Esc to cancelthe formatting operation. (You can do this before applying the formattingfor the first time if you decide to abandon the formatting operation.)

To set cell height and width

1. Select the cell, right click, select Format from the menu and then selectCell from the sub menu.

2. Select the General tab in the "Format Cells" dialog box.3. Check the Specify width check box and enter the width of the cell, or

check Autofit width to set the width of the cell in relation to the cellcontent.


5Displaying data in tablesFormatting tables and table cells

4. Check the Specify height check box and enter the height of the cell, orcheckAutofit height to set the height of the cell relative to the cell content.

Note:Some Web Intelligence functions are incompatible with AutoFit cells. Ifyou place any of these functions in an AutoFit cell, Web Intelligencereturns the #RECURSIVE error message as the function output.

Effects of autofit and wrap text

The following table lists the effects of the autofit and wrap text features, whenused seperately and in combination:

EffectFeature

Text is wrapped at the end of the cell.Wrap text

Cell width is adjusted to display all the text.Autofit width

Cell height is adjusted to display all the text.Autofit height

Cell width and height is adjusted to display all the textAutofit width + autofitheight

Cell width is adjusted to accomodate the longest word.Because the cell height is not adjusted to the numberof lines of text, text might be truncated vertically.

Wrap text + autofit width

Cell height is adjusted to accommodate the numberof lines of text created by the wrap text. Because thecell width is not adjusted to the longest word, textmight be truncated horizontally.

Wrap text + autofitheight

Cell height and width is adjusted to the text and thereis no horizontal or vertical truncation.

Wrap text + autofitheight + autofit width

To format text in table cells

1. Select the cell, right-click, select Format from the menu then select Cellfrom the sub menu.

2. Select the Font tab in the Format Cells dialog box.3. Use the controls on the Font tab to format the text.


Displaying data in tables5 Formatting tables and table cells

To align cell values

1. Select the cell, right click, select Format from the menu and then selectCell from the sub menu.

2. Select the Alignment tab in the "Format Cells" dialog box.3. Use the radio buttons to set the horizontal format (left -justified, centered

or right-justified) and the vertical format (top, middle or bottom).4. To set the vertical and horizontal padding (the distance of the cell content

from the left and top cell borders) enter the padding distances in theVertical and Horizontal boxes.

To merge cells

1. Multi-select the cells or columns you want to merge by holding down Ctrland selecting each cell/column.

2. Select Merge cells.

To format numbers and dates

1. Select the cell containing the number or date you want to format.2. Right-click, select Format from the menu then select Cell from the sub

menu.The "Format Cells" dialog box appears.

3. Select the format from the list of formats and click OK.If the cell contains a number, the list of formats contains number formats.If the cell contains a date, the list of formats contains date formats.

To align a table or cell on a report page

1. Select the table, right-click, select Format from the menu then selectTable or Cell from the sub menu.

2. Select the Layout tab in the "Format Table" dialog box or the Alignmenttab in the "Format Cell" dialog box.

3. Select the alignment options.



• For a cell, you use the Alignment section of the dialog box to selectthe horizontal and vertical alignment of the cell text.

• For a table, you use the Within the Report section of the dialog boxto select either the absolute or relative position of the left and top ofthe table. If you select a relative option you also select the report objectrelative to which the table is positioned.

To format table borders

1. Select the cell, right-click, select Format from the menu and then selectCell from the sub menu.

2. Select the Border tab in the "Format Cells" dialog box.3. To set the style for all the borders of the selected cell, select the style

from the Settings applied to all borders list.4. To set the style for each border of the selected cell individually, select

the styles from the four lists in Settings per border.5. To remove borders, select None in the lists.6. Click the down arrow beside each drop down list to display the color editor

to choose the border color.7. Select the color in the Color Editor or click More colors... to display the

Custom Color Picker.8. Select the color in the Custom Color Picker or enter the red, green and

blue values of the color.

To set the cell background color

1. Select the cell, right-click, select Format from the menu and then selectCell from the sub menu.

2. Select the Font tab in the "Format Cells" dialog box3. Click the arrow next to Background to display the color editor.4. Select the color in the color editor or select More colors... to display the

Custom Color Picker. (To remove the color, select Default in the coloreditor.)

5. Select the color in the Custom Color Picker or enter the red, green andblue values of the color.


Displaying data in tables5 Formatting tables and table cells

To insert an image in a table

1. Select the table, right-click, select Format from the menu then selectTable from the sub menu.

2. Select the Appearance tab in the "Format Table" dialog box.3. Click Image URL.4. Type the file name in the Image from URL box (Web Intelligence inserts

the HTML tag boimg:// before the file name and links to the image fileon a corporate web server), or type the web server URL followed by thefile name of the image file (the URL and file name must not includespaces).

5. To specify an image on the file system, select Image from file, then clickAdd and browse to the image file.

6. Click the arrow to the right of the Display drop-down list box, and thenselect how you want the image to be displayedIf you selected Normal as the image display format, you can specify howyou want the image to be vertically and horizontally aligned by clickingthe arrows in the list boxes next to Position and selecting the appropriatevertical and horizontal position.

To display a skin in a table

1. Select the table, right-click, select Format from the menu and then selectTable from the sub menu.

2. Select the Appearance tab in the Format Table dialog box.3. Click Skin then select the skin from the list of server skins in the

drop-down list next to the Skin radio button.4. Type the skin spacing and padding in the Spacing and Padding boxes.

To layer tables and cells

Layering determines how tables and cells appear when they occupy thesame space in a report. An object further forward in the layering order appearsover an object further backward in the layering order.

1. Select the table or cell whose layer you want to set.



2. Right-click, click Order and click the layering option.

DescriptionOption

Make the table or cell the first object in the layering or-der.

Bring to front

Make the table or cell the last object in the layering or-der.

Send to back

Bring the table or cell one layer forward in the layeringorder.

Bring forward

Send the table or cell one layer backward in the layeringorder.

Send backward

Determining how tables display data

Showing or hiding empty tables, rows or columns

Sometimes tables or specific rows and columns display no values. Forexample, if a sales of a specific product are discontinued, table rows orcolumns that normally show results for that product appear empty. By default,Web Intelligence displays such empty rows, columns, or tables. You canchoose to display or hide empty tables, rows or columns.

To show or hide empty tables, rows or columns in WebIntelligence

1. Select the cell, right-click, select Format from the menu and then selectTable from the sub menu.

2. Select the General tab on the "Format Table" dialog box.3. To hide empty rows, uncheck Show empty rows.4. To hide empty columns, uncheck Show empty columns.5. To hide the entire table if it is empty, uncheck Show table when empty.


Displaying data in tables5 Determining how tables display data

Aggregating duplicate rows

When rows contain duplicate data, Web Intelligence aggregates measurevalues by default.

To avoid duplicate row aggregation

1. Select the cell, right click, select Format from the menu and then selectTable from the sub menu.

2. Select the General tab on the "Format Table" dialog box.3. Uncheck Avoid duplicate row aggregation.

To avoid page breaks in tables

1. Select the table, right-click, select Format from the menu then selectTable from the sub menu.

2. Select the Layout Properties tab in the "Format Table" dialog box3. Check Avoid page breaks in a block .

To view, activate and deactivate alerters

You can activate alerters created in the Java Report Panel to format data ina Web Intelligence table.

1. Select a column or columns in the table.2. Click Alerters on the Report toolbar.

The "Alerters" dialog box appears.

3. Check the box next to an alerter to activate it, or uncheck the box todeactivate the alerter.The table appearance changes according to which alerters are activated.


5Displaying data in tablesDetermining how tables display data

To filter data in a table

1. Select the object you want to filter in the table.2. Click the arrow to the right of Apply Filter on the Report toolbar and

select Add Filter from the menu to display the "Filter" dialog box.3. Use the "Filter" dialog box to create the filter.

Highlighting results using alerters

Alerters defined

Alerters enable you to highlight results that meet or fail specific businesstargets. You can create a simple alerter to highlight particularly high or lowresults with a specific color or with a text comment, such as “High Performer".

An alerter can contain up to six conditions. This enables you to highlightinformation that meets multiple business criteria. For example, you can definean alerter that highlights high revenue for a specific business activity orcustomer sector.

You can apply alerters to table body cells (by column or row), to section cells,to header cells, and to free-standing cells. However, you cannot apply alertersto entire tables or forms, or to charts.

Business Objects officially supports up to 30 alerters in a Web Intelligencedocument. You can apply those alerters to a maximum of 20 table columnsor rows, free-standing cells, or section cells on the reports.

Business Objects officially supports up to 10 different alerters on a singletable column or row, free-standing cell, or section cell.

You can define alerters to activate the following formatting changes to theselected table columns/rows or cells:

• text color, size and style• cell border colors and style• cell background display – specific colors, images, or hyperlinks to web

pages


Displaying data in tables5 Highlighting results using alerters

You can also define alerters that display a text or formula, an image, or ahyperlink. In this case, the results that meet the condition defined in thealerter will be replaced by the text for formula.

If you define an alerter with multiple conditions, each condition generatesthe same formatting changes. To generate different formatting changes fordifferent conditions, you must use sub-alerters.

Alerters are dynamic. This means that when you refresh reports with thelatest data on the database, the alerters highlight the new results accordingly.

If you apply an alerter to a table row or column with a break, the alerter isonly activated when the value that meets the condition in the alerter appearson the first row of that break.

Web Intelligence Interactive displays the formatting effects of alerters createdusing the Java Report Panel or Web Intelligence Rich Client. You cannotcreate new alerters in Web Intelligence Interactive.


5Displaying data in tablesHighlighting results using alerters


Displaying data in tables5 Highlighting results using alerters

Displaying data infree-standing cells

6

Free-standing cells definedFree-standing cells are single cells that stand alone in a report. You canplace any text or formula in a blank free-standing cell, or you can usepre-defined free standing cells that display specific information.

The free-standing cells are available in the Templates tab in the Java ReportPanel and Web Intelligence Rich Client, or in the Table, chart and cell typestab in the Left Panel in the Web Intelligence HTML viewer.

The available free-standing cells are listed below.• Formula and Text Cells:

• Blank Cell - Empty cell in which you can enter any text or formula.• Drill Filters - Uses the DrillFilters function to display details of the

drill filters applied to the report.• Last Refresh Date - Uses the LastExecutionDate function to display

the last date when the document was refreshed.• Document Name - Uses the DocumentName function to display the

document name.• Query Summary - Uses the QuerySummary function to display details

of the queries in the document.• Prompt Summary - Uses the PromptSummary function to display details

of the prompts in the document.• Report Filter Summary - Uses the ReportFilterSummary function to

display the report filters applied to the report.• Page Number Cells:

• Page Number - Uses the Page function to display the number of pagesin the report.

• Page Number/Total Pages - Uses the Page and NumberOfPagesfunctions to display the current page number and the total number ofpages in the report.

• Total Number of Pages - Uses the NumberOfPages function to displaythe total number of pages in the report.

For more information on the functions used in free-standing cells, see theUsing Functions, Formulas and Calculations in Web Intelligence guide, orsee the online help.


Displaying data in free-standing cells6 Free-standing cells defined

To insert a free-standing cell in WebIntelligence

1. Click View > Left Panel on the main menu to display the Left Panel.2. Click the Table, Chart and Cell Types tab at the bottom of the Left Panel.3. Expand the Report Elements > Free-Standing Cells element.

The free-standing cells are divided into two groups: Formula and TextCells and Page Number Cells.

4. Drag the free-standing cell you want onto the report.5. Add your own text or formula iif the cell you inserted is a blank cell.6. Right-click the cell and select Format > Cell to display the "Format Cell"

dialog box.7. Format the cell using the "Format Cell" dialog box.8. To delete the cell, select it and click the Delete button.


6Displaying data in free-standing cellsTo insert a free-standing cell in Web Intelligence


Displaying data in free-standing cells6 To insert a free-standing cell in Web Intelligence

Using sections to group data

7

Grouping information with sectionsSections allow you to split report information into smaller, morecomprehensible parts.

Example: Grouping quarterly revenue results into sections on a report

You are the regional sales manager in Texas. You receive a report showing2003 annual revenue for stores in your region, broken down by cities andquarters.

Sales revenueQuarterCity

314430Q1Austin

273608Q2Austin

294798Q3Austin

252644Q4Austin

215874Q1Dallas

194689Q2Dallas

204066Q3Dallas

188791Q4Dallas

572177Q1Houston

619924Q2Houston

533765Q3Houston

520332Q4Houston

To make a comparison of the results for each city per quarter, you set[Quarter] as a section value. The report is broken up into four separatesections by quarter.


Using sections to group data7 Grouping information with sections

Q1

Sales revenueCity

314430Austin

215874Dallas

572177Houston

Q2

Sales revenueCity

273608Austin

194689Dallas

619924Houston

Q3

Sales revenueCity

294798Austin

204066Dallas

533765Houston

Q4

Sales revenueCity

252644Austin

188791Dallas


7Using sections to group dataGrouping information with sections

Sales revenueCity

520332Houston

You can create a single section or include multiple sections with subsectionsin a report. You can also remove and reposition sections within a report.

You can create a section from one of two sources:

• on a dimension already displayed on a table or chart• on a dimension included in the document but not displayed on a table or

chart

You cannot create a section with a measure object.

Creating and removing sections andsubsections

To create a section from a table cell in WebIntelligence

1. With a Web Intelligence document open, right-click the table cell you wantto make into a section.

2. Click Set as Section.Web Intelligence removes the selected cell from the table and createsthe new section. The section cell at the top of each section displays oneof the values for the object on which the section is based. For example,if you create a section by selecting a table cell displaying “2001 ? whichis a value for the [Year] dimension, then each section cell displays a valuefor year, such as “2001, ? “2002, ? “2003, ? and so on.


Using sections to group data7 Creating and removing sections and subsections

To add a section based on object available in thedocument in Web Intelligences

1. With a report in a Web Intelligence document open, verify that theDocument Properties pane is displayed to the left of the selected report.(To display the Document Properties pane, click the Show left panearrow at the top left of the report.)

2. Click the arrow to the right of the drop-down list box, then selectAvailableObjects.

3. Select the object, on which you want to base a section, and thendrag-and-drop the selected object onto a blank area of the report abovethe tables and charts you want to include inside the section.Web Intelligence creates the new section and inserts each value on thedimension that you selected for the section, into the section cell.

Creating subsections in Web Intelligence

You can create a report with multiple sections. You create multiple sectionsin the same way you create a section:• by selecting a cell on a table and selecting Set as section from the

contextual menu• by selecting a dimension object listed on the Available Objects pane, and

then dragging and dropping the dimension below an existing section cell.

To include sections in the Navigation Map

1. With a Web Intelligence document open, right-click an empty area of thesection that you want to format. (Do not click the section cell. If you clickthe section cell, the formatting options available to you correspond tooptions you can use to format the individual cell, not the entire section.)The contextual menu appears.

2. Select Format > Section.The "Format Section" dialog box appears.

3. Click the General tab.


7Using sections to group dataCreating and removing sections and subsections

4. Select Include section in the Navigation Map.5. Click OK.

Web Intelligence creates hyperlinks to each of the section values andincludes the hyperlinks in the Navigation Map pane.

To remove a section in Web Intelligence

1. Right-click a section you want to remove. Make sure you select thesection, not the section cell.The contextual menu appears.

2. Select Remove Section.Web Intelligence removes the section and regroups the report dataaccordingly.

Formatting sections

To select a background color for a section in WebIntelligence

1. With a Web Intelligence document open, right-click an empty area of thesection that you want to format. (Do not click the section cell. If you clickthe section cell, the formatting options available to you correspond tooptions you can use to format the individual cell, not the entire section.)

2. The contextual menu appears.3. Select Format > Section .

The "Format Section" dialog box appears.

4. Click the Appearance tab.5. Click the arrow next to the color wash button, and then either select a

predefined color or click More colors to define a custom color, and thenclick OK.

6. Click OK.


Using sections to group data7 Formatting sections

Todisplay an image on a section background inWebIntelligence


2. Select Format > Section .The "Format Section" dialog box appears.

3. Click the Appearance tab.4. In the Pattern section, select Image (URL)5. In the Image (URL) text box, type the file name or URL for the image file.

The size of the image is defined when the image is created. You cannotmodify the size of the image using Web Intelligence.

6. Click the arrow to the right of the Display drop-down list box, and thenselect how you want the image to be displayed.

7. If you selected Normal as the image display format, you can specify howyou want the image to be vertically and horizontally aligned by clickingthe arrows in the list boxes next to Position and selecting the appropriatevertical and horizontal position.

8. Click OK.Web Intelligence applies the image you selected to the sectionbackground.

Specifying an image URL

There are two ways to specify an image URL in Web Intelligence:• If the image file has been installed by your administrator in the images

directory on the BusinessObjects Enterprise server (located at <INSTALLDIR>\Images), type boimg:// followed by the file name (for example,boimg:// efashion_logo.gif).

• If the image file is located on another web server, type the URL (forexample, http://www.internal.businesscompany.com/images/company_logo.gif).


7Using sections to group dataFormatting sections

Image display options

DescriptionOption

Displays the image once at the top leftof the report, section, table, or cell.Normal

Stretches the image over the entire re-port area.

Note:this option is only applied when youview or save the report as a PDF file.

Stretch (PDF only)

Repeats the image vertically and hori-zontally.Tile

Repeat the image horizontally across.Horizontal tile

Repeat the image vertically downward.Vertical tile

Note:The size of the image is defined when the image is created. You cannotmodify the size of the image using Web Intelligence.

To display a skin on a section background in WebIntelligence


2. Select Format > Section .The "Format Section" dialog box appears.

3. Click the Appearance tab.



4. In the Pattern section, select SkinThe list of available skins appears in the drop-down list box to the right.

5. Select the skin you want.6. Click OK.

To set the page layout for a section in WebIntelligence

1. Right-click an empty area of the section that you want to format. (Do notclick the section cell. If you click the section cell, the formatting optionsavailable to you correspond to options you can use to format the individualcell, not the entire section.)The contextual menu appears

2. Select Format > Section.The "Format Section" dialog box appears.

3. Click the Page Layout tab.4. To insert a page break so that the section appears at the top of a new

page, select Start on a new page.5. To prevent page breaks from occurring on the section, wherever possible,

select Avoid page breaks in a block.6. In the Position section, specify where you want to position the left edge

and the top edge of the section in relation to the left edge and top edgeof the report page.

7. Click OK.


7Using sections to group dataFormatting sections



Displaying data in charts

8

Creating chartsYou can include one or multiple charts on the reports in a Web Intelligencedocument. You can create a chart when you build or new document or insertcharts into an existing document.

If you are building a new document, you need to define the data definitionof the document by building a query before you select a chart template.

Once you have defined the query you go to Report View to define the chart(s)on report(s).

To create a chart, you follow three steps:• select a chart template• allocate dimensions and measures to the chart axes• view the results displayed on the chart

If you want to create a chart that displays the same data as a table on areport, you can copy the table first and then turn the duplicate table into achart using the "Turn To" dialog box.

Chart types in Web IntelligenceA Web Intelligence report displays results in a block. You can format theblock as a specific type of chart.

Bar charts

Bar charts display data in bar form, either vertically or horizontally. Bar chartsare useful if you want to compare similar groups of data; for example onetime period to another. There are five types of bar charts: grouped, bar andline, stacked, percent, and 3D.


Displaying data in charts8 Creating charts

2D bar charts include the optional Z-Axis. Including data on the Z-Axisenables you to show an additional break down of the results displayed onthe chart bars.

3D bar charts do not include an axis legend. You can clearly see whatinformation is displayed on the chart bars by looking at the axis labels.

Line charts

Line charts connect specific data values with lines, either horizontally orvertically. Line charts are useful if you want to show trends or changes indata over time. There are five types of line charts: mixed, stacked, percent,3D, and 3D surface.

Area charts

Area charts are line charts in which the area between the lines and axis arefilled in. Area charts are useful if you want to emphasize the size of the totaldata in a report, as opposed to the changes in the data. You may not wantto use an area chart if you have a sharp contrast between specific datapoints. Use a line chart instead.

You can use more than one measure object on the Y-axis as long as themeasures are of the same type and scale; for example, Number of Guests,and Future Guests. There are five types of area charts: absolute, stacked,percent, 3D area, and 3D surface.


8Displaying data in chartsChart types in Web Intelligence

Pie charts

Pie charts display data as segments of a whole. Pie charts are useful if youwant to show how each part of your report data contributes to the total.

Pie charts have a single axis displayed on the body of the pie. This is theY-Axis. Each segment of the pie chart displays a value for the measure onthe Y-Axis. The pie chart legend indicates the dimension on the X-Axis.

You can only include one measure object in a pie chart. If you have severalmeasures in your report, you should choose another chart type. There arefour types of pie charts: pie, 3D pie, ring, 3D ring.

Radar, polar and scatter charts

In radar charts, the X- and Y-axis connect at the chart’s center. Radar chartsare useful if you want to look at several different factors related to one item.For example, you could use a radar chart to display revenue data for differentservices within a hotel. On one axis, you could display revenue for the rooms.On another you could display revenue for the restaurant, and so on.

Scatter charts are similar to line graphs, except that the data points areplotted without a line connecting them. Scatter charts are useful if you wantto make a comparison between specific data points.

There are four types of radar, polar, and scatter charts: radar line, stackedradar, polar, and scatter.

3D charts

3D charts include three axes: the Y-Axis always displays values for measures(such as sales totals, margins, quantities and so on); the X- and Z-Axis


Displaying data in charts8 Chart types in Web Intelligence

display values for dimensions (that is, key indicators, such as time,geography, service lines, and so on). In the 3d bar chart displayed below,the chart bars display sales revenue per quarter, per year. The [Salesrevenue] measure is on the Y-Axis, the [Quarter] dimension is on the X-Axis,and the [Year] dimension is on the Z-Axis

The same data can be displayed in a 2D bar chart.

Related Topics• 2D charts on page 77

2D charts

The 2D bar chart below includes an optional Z-Axis with the values for quarter.Including data on the Z-Axis enables you to show an additional break downof the results displayed on the chart bars. The [Sales revenue] measure ison the Y-Axis, the [Year] dimension is on the X-Axis, and the [Quarter]dimension is on the Z-Axis. Notice that because the Z-Axis cannot berepresented graphically on a 2D chart, the legend provides the informationfor the Z-Axis values.


8Displaying data in chartsChart types in Web Intelligence

The same data can be displayed in a 3D bar chart.

Related Topics• 3D charts on page 76

Adding, copying and removing charts

To insert a blank chart and allocate data to the axes

1. Click the Show Left Pane arrow at the top left of the report to display theDocument Properties pane.

2. Click the arrow to the right of the drop-down list box, then select Chartand Table Types.

3. Select the chart type you want to add to the report, and then drag it ontoa blank area of the report.The Format Chart dialog box appears.

4. Verify the Pivot tab is selected.5. Select objects from the Available Objects list and drop them onto the

Y-Axis, X-Axis, and Z-Axis panes as appropriate.You can only place measure objects on the Y-Axis.

6. To view the data on the chart now, click OK, or click Apply and thenselect the General, Appearance, or Layout Properties tab(s) topersonalize how the chart is formatted.


Displaying data in charts8 Adding, copying and removing charts

To duplicate a chart

1. Select the chart you want to duplicate.2. Click Duplicate on the Report toolbar, or click the arrow next to the

Duplicate button and then select where you want the duplicate chart tobe positioned in relation to the original chart.Web Intelligence inserts the duplicate chart.

To turn a table into a chart

1. Right-click the table you want to turn into a chart.2. Click Turn table to...

The "Turn To" dialog box appears.

3. Select the chart type you want to create in the left pane.4. Click the appropriate format, and then click OK.

The different formats available for the selected chart type appear on theright.

To remove a chart from a report

1. Right-click the chart you want to remove.The contextual menu appears.

2. Select Remove Chart.Web Intelligence removes the selected chart from the report.

To name a chart

1. Right-click the chart and select Format > Chart.The Format Chart dialog box appears.

2. Click the General tab.3. In the Name text box, type the name you want to assign to the chart.


8Displaying data in chartsAdding, copying and removing charts

Positioning charts

To position a chart on the report page


2. Click the Page Layout tab.3. In the Position section, specify where you want to position the left edge

and the top edge of the chart in relation to left edge and top edge of thereport page.

4. Click OK.

Changing the chart type

To change the chart type using TurnTo

1. Right-click the chart you want to modify.2. Click Turn chart to...

The "Turn To" dialog box appears

3. Select the chart type you want in the left pane.4. Click the appropriate format on the right, and then click OK.

Web Intelligence modifies the chart according to the format you selectedand re-allocates the data to different chart axes, if necessary.

To change the chart type using drag and drop

1. To display the Document Properties pane, click the Show Left Panearrow at the top left of the report.

2. Click the arrow to the right of the drop-down list box, then select Chartand Table Types.

3. Select the chart format you want, and then drag it onto the chart you wantto modify.


Displaying data in charts8 Positioning charts

Web Intelligence transforms the chart on the report to the new chart typeyou selected and re-allocates the data to different chart axes, if necessary.

Formatting charts

To select a 2D or 3D look for a chart


2. Click the General tab.3. If you want to apply a 3D look to the chart, select 3D look; or, if you want

to apply a 2D look to the chart, verify that the 3D look option is notselected.

To show, format or hide axis labels


2. Click the General tab.3. Select or unselect the Show X Axis, Show Y Axis, and Show Z Axis

check boxes, as appropriate.4. Use the options in the formatting toolbar on theAppearance tab to format

the text, cell background, and cell borders of the axis labels.

To show, format or hide the axis grid


2. Click the Appearance tab, and then click Values on the appropriate axison the preview pane on the left.The options available for the selected axis appear.

3. To show or hide the grid on the selected axis, select or unselect Showgrid.


8Displaying data in chartsFormatting charts

4. To format the grid, verify that the Show grid option is selected, then clickthe arrow next to the color wash button, and then either select a predefinedcolor or click More colors... to define a custom color, and then click OK.

To select the data color

1. Right click the chart and select Format > Chart .The "Format Chart" dialog box appears.

2. Click the Appearance tab.3. n the Data: Primary Color section, click the arrow next to the color wash

button, and then either select a predefined color or click More colors...to define a custom color, and then click OK.

To show values on pie charts as percentages


2. Click the Appearance tab.3. In the Data section, select Show values as percentages.

To select the style and color of a chart border


2. Click the General tab.3. In the Chart borders section, click the arrow next to the drop-down list

box, and then select the style you want for the border4. Click the arrow next to the color wash button, and then either select a

predefined color or click More colors... to define a custom color, andthen click OK.

To remove the border of a chart

1. Right click the chart and select Format > Chart .


Displaying data in charts8 Formatting charts

The "Format Chart" dialog box appears.

2. Click the General tab.3. In the Chart borders section, click the arrow next to the drop-down list

box, and then select None.4. Click OK.

To select the background color of a chart


2. Click the General tab.3. Click the arrow next to the color wash button, and then either select a

predefined color or click More colors... to define a custom color, andthen click OK.

To show or hide chart walls and floors


2. Click the Appearance tab.3. Click the chart body area on the preview pane.

The options to show the chart floor and walls appear.

Note:You can show both walls and floors on 3D charts. You can only showfloors on 2D charts with a 3D look.

4. To show or hide the floor and/or walls on the chart, select or unselectShow floor, Show left wall, and/or Show right wall, as appropriate.

5. Click OK.

To insert and format a chart title




2. On the General tab, select Show Chart Title.3. Click the Appearance tab.4. Click Chart Title on the preview pane on the left.5. In the Chart Title pane on the right, type the title you want to give to the

chart.6. Use the options in the formatting toolbar on theAppearance tab to format

the text, cell background, and cell borders of the chart title.7. Click OK.

To set the page layout of charts


2. Click the Page Layout tab.3. Select the page layout options.4. Click OK.

To show, hide, position and format chart legends


2. Click the General tab.3. To display a legend, click Show legend, and then click the arrow next to

the drop-down list box and select where you want to position the legend(Left, Right, or Bottom) in relation to the chart.

4. To hide the legend, unselect Show legend.5. To format the legend, click the Appearance tab, then click Legend on

the chart preview pane, then format the legend using the controls on thetab.



Displaying and formatting chart data

To show or hide data values


2. Click the Appearance tab.3. To display or hide the figures for each result on the chart bars, lines,

markers, or segments, select or unselect Show data values.

To define the text and number format for axis values



3. Use the options in the formatting toolbar on theAppearance tab to formatthe text, cell background, and cell borders of the chart title.

4. If you want to change the number format applied to numerical values ordates, click the arrow next to the Number drop-down list box, and thenselect the appropriate format.

To set the frequency of values on an axis



3. If you want Web Intelligence to display values along the axis at anautomatic frequency, select Auto axis value frequency.

4. If you want to specify the frequency at which the values appear, deselectAuto axis value frequency, and then type the frequency you want



If you type “2 ? every two values appear on the axis; if you specify “3 ?every three values appear on the axis, and so on.

To define minimum and maximum values on the Y axis



3. To specify the minimum value, select Min. value, and then type minimumvalue you want, in the text box.

4. To specify the maximum value, selectMax. value, and then type maximumvalue you want, in the text box.

To move, add or remove data on charts

1. Right-click the chart you want to modify.2. Select Format > Chart .


3. Click the Pivot tab.4. To add objects to the chart, select objects from the Available Objects

list and drop them onto the Y-Axis, X-Axis, and Z-Axis panes asappropriate.

5. To move objects from one axis to another, select the object in theappropriate axis pane, and then drag the object to the pane for the axiswhere you want to move it.

6. To remove objects from the chart, select the object in the appropriateaxis pane, and then drop the object onto the Available Objects list.

7. Click OK.Web Intelligence displays the chart with the data allocated to the chartaxes as you specified.



To swap data on 3D chart axes

• Right-click the chart and select Swap axes on the menu.The data on the X-Axis is moved to the Z-Axis and the data on the Z-Axisis moved to the X-Axis.

Linear and logarithmic axes scales

By default, Web Intelligence displays the Y-axis on charts as a linear scale.You can set the axis to a logarithmic scale. Logarithmic scales allow you toexamine values that span many orders of magnitude without losinginformation on the smaller scales.

In a linear scale, the axis markers are evenly spaced. Linear scales arebased on addition. Consider, for example, the linear sequence: 1, 3, 5, 7, 9

To get the next number in the sequence, you add 2 to the previous number.

Logarithmic scales are based on multiplication rather than addition. In alogarithmic scale, the steps increase or decrease in size. Logarithmic scalesare based on multiplication (or division). Consider, for example, thelogarithmic sequence: 2, 4, 8, 16, 32

To get the next number in the sequence, you multiply the previous numberby 2. We can say that this sequence represents ``base 2.''

Consider the following sequence: 1, 10, 100, 1000, 10000

This sequence represents ``base 10,'' because you get the next term in thesequence by multiplying the previous term by 10.

To display the Y Axis logarithmically in Web Intelligence1. Right click the chart and select Format > Chart .


2. Click the Appearance tab, and then click Values on the Y-Axis area ofthe preview pane on the left.The options available for the Y-Axis appear.

3. To display the Y-Axis as a logarithmic scale, select Logarithmic scale.





Formatting numbers anddates

9

Predefined and custom formatsYou can change how values display in specific cells or on chart axes. Youdo this by applying predefined formats available in Web Intelligence or bycreating your own custom formats. You can save your custom formats forreuse on multiple blocks and reports in the same document.

Predefined formats

You can change how values display in specific cells or on chart axes. Youdo this by applying predefined formats available in Web Intelligence or bycreating your own custom formats. You can save your custom formats forreuse on multiple blocks and reports in the same document.

The following predefined formats are available for cells:

DescriptionFormat

The format defined for the object onthe universe.Default

Formats for decimal or integer values.Number

Formats for currency values.Currency

Date and time formats.Date/Time

Formats for true and false values.Boolean

Related Topics• To apply a custom number format to a cell on page 95• To define a custom format on page 94

To apply a predefined format to a cell

1. Right-click a cell and click Format Number on the shortcut menu.The "Format Number" dialog box appears.


Formatting numbers and dates9 Predefined and custom formats

2. Click a format in the Format Type list.The available formats for the format type you selected appear in theProperties pane.

3. Click OK.Web Intelligence applies the new format to the cell.

Custom formats

You can use the Custom format type to define a customized format for anycell. The following table lists the strings you can use to create custom formats:

ExampleDisplay(s)Character(s)

‘12345’ with the format#,##0 gives ‘12,345’ (ifyour locale defines thegrouping separator as acomma) or ‘12 345’ (ifyour locale defines thegrouping separator as aspace)

The corresponding digit.If the number has lessdigits than the number of# characters used tospecify the format, noleading zeros are insert-ed.

#

‘123’ with the format#0,000 gives ‘0,123’

The corresponding digit.If the number has lessdigits than the number of0 characters used tospecify the format, aleading zero(s) is insertedbefore the number.

0

‘1234567’ with the format#,##0 gives ‘1,234,567’(if you locale defines thegrouping separator as acomma) or ‘1 234 567’ (ifyour locale defines thegrouping separator as anon-breaking space)

The grouping separatoras defined by your locale.,


9Formatting numbers and datesPredefined and custom formats


‘12.34’ with the format#.#0 gives ‘12.34’ (if yourlocale defines the decimalseparator as a period) or‘12,34’ (if your locale de-fines the decimal separa-tor as a comma)

The decimal separator asdefined by your locale..

Displays a percentagesign (%) after the result

and multiplies the resultby 100.

[%]%

The % sign after the re-sult, but does not multiplythe result by 100.

%

‘1234567’ with the format# ##0 gives ‘1234 567’A non-breaking space ( )

‘705.15’ with the format$#.#0 gives ‘$705.15’ orwith the format #,#0 €gives ‘705,15 €’

The alphanumeric charac-ter.

1, 2, 3, a, b, c, $, £, €(and so on)

‘150’ with the format#,##0[Red] gives ‘150’#,##0[Blue] gives -’150’

The value in the specifiedcolor.

[Red], [Blue], [Green],[Yellow], [Gray], [White],[Dark Red], [Dark Blue],[Dark Green]

The first day of a monthwith the format d gives ‘1’

The number of the day inthe month with no leadingzeros. If the date for dayis less than two charac-ters, the date displayswithout a zero before it.

d




The first day of a monthwith the format dd gives‘01’

The number of the daywith leading zeros. If thedate for day is less thantwo characters, the datedisplays with a zero be-fore it.

dd

Monday’ with the formatddd gives ‘Mon’

The name of the day ab-breviated. The first letteris capitalized.

ddd

‘Monday’ with the formatdddd gives ‘Monday’

The name of the day infull. The first letter is cap-italized.

dddd

‘Monday’ with the formatdddd dd gives ‘Monday01’

The day of the week fol-lowed by a space and thenumber of the day.

dddd dd

‘January’ with the formatM gives '1'

The number of the monthwith no leading zeros. Ifthe number for month isless than two characters,the number displayswithout a zero before it.

M

‘January’ with the formatMM gives 01

The number of the monthwith leading zeros. If thenumber for month is lessthan two characters, thenumber displays with azero before it.

MM

‘January’ with the formatmmm gives Jan

The name of the monthabbreviated. The first let-ter is capitalized.

mmm

‘January’ with the formatmmmm gives January

The name of the monthin full. The first letter iscapitalized.

mmmm




‘2003’ with the format yygives ‘03’

The last two digits foryear.yy

‘2003’ with the formatyyyy gives ‘2003’All four digits for year.yyyy

‘21:05:03’ with the formath:mm:ss a gives ‘9:05:03PM’

The hour with no leadingzeros and the minutesand seconds with leadingzeros. The “a ? charac-ter displays AM or PM af-ter the time.

h:mm:ss a

‘21:00’ with the format HHgives ‘21’

The hour according to the24-hour clock.HH

‘21:00’ with the format hhgives ‘09’

The hour according to the12-hour clock.hh

‘7.15 am’ with the formatHH:mm gives ‘07:15’

The hour and minuteswith leading zeros.HH:mm

‘7.15 am’ with the formatHH:mm:ss gives‘07:15:00’

The hour, minutes, andseconds with leading ze-ros.

HH:mm:ss

‘07:15:03’ with the formatmm:ss gives ‘15:03’

The minutes, and sec-onds with leading zeros.mm:ss

To define a custom format

1. Right-click the cell(s) to which you want to apply a custom format.2. Select Format Number.

The "Number Format" dialog box appears.

3. In the Format Type list, select the format category that corresponds tothe data type in the selected cell.

4. Select the Custom check box.



Text boxes appear for you to type your custom format(s).

5. Select a format listed in the Properties pane, and then edit the selectedformat by typing additional characters in one or more text boxes.For example, if you want to create a custom format for Number values,type the custom format you want in the Positive, Negative, and Equalto Zero boxes. If you want to create a custom format for Boolean values,type the custom format you want in the True and False boxes.

6. Click Add.You cannot delete or edit custom formats. To change a custom format,you need to create a new custom format and apply the new format to theselected cell(s). Any custom formats not applied to cells in a documentare deleted automatically when you close the Web Intelligence JavaReport Panel.

To apply a custom number format to a cell

1. Right-click the cell(s) to which you want to apply the custom format.2. Select Format Number.

The Number Format dialog box appears.

3. Select Custom.4. The list of custom formats already included in the document appears in

the Properties pane.5. Select the custom format you want.6. Click OK.

Web Intelligence applies the custom format to the selected cell(s).





Filtering report data

10

Report filters definedYou can filter reports to limit the results that are displayed to specificinformation that interests you. For example, you can limit the displayed resultsto information for a specific customer or a sales period. The data you filterout remains within the Web Intelligence document; it is simply not displayedin the report tables or charts. This means you can change or remove reportfilters in order to view the hidden values, without modifying the query definitionbehind the document.

You can apply different filters to different parts of a report. For example, youcan limit the results in the entire report to a specific product line and thenlimit results in a table or chart further to focus on results for a specific regionor customer profile.

To create a report filter, you need to specify three elements:• a filtered object• an operator• a value(s)

You can include multiple filters in a report.

Types of report filter

There are three types of report filter in Web Intelligence:

• Standard report filters (available in all forms of Web Intelligence).

Standard report filters are the most flexible type of report filter. They canuse any filter operator and can filter on single values or lists of values.

• Quick filters (available in the Java Report Panel and Web IntelligenceRich Client).

Quick filters provide an easy way to create filters using the Equal Tooperator. They can filter on single values or lists of values.

• Simple report filters (available in the Web Intelligence HTML viewer, theJava Report Panel and Web Intelligence Rich Client).

Simple report filters provide an easy way to create filters using the EqualTo operator. They can filter on single values only.


Filtering report data10 Report filters defined

Query filters and report filters comparedYou can apply filters at two levels within a document:

• query filters – these filters are defined on the query; they limit the dataretrieved from the data source and returned to the Web Intelligencedocument.

• report filters – these filters limit the values displayed on reports, tables,charts, sections within the document, but they don’t modify the data thatis retrieved from the data source; they simply hide values at the reportlevel.

Report filter operators

Equal To operator

Use the Equal to operator to obtain data equal to a value.

For example, to return data for the US only, create the filter "County EqualTo US".

Not Equal To operator

Use the Not Equal To operator to obtain data not equal to a value.

For example, to return data for all countries except the US create the filter"County Not Equal To US".

Different From operator

Use the Different From operator to retrieve data different from a value.

For example, to retrieve data for all quarters execpt Q4, create the filter[Quarter] Different From "Q4"


10Filtering report dataQuery filters and report filters compared

Greater Than operator

Use the Greater Than operator to retrieve data greater than a value.

For example, to retrieve data for customers aged over 60, create the filter"[Customer Age] Greater than 60".

Greater Than Or Equal To operator

Use the Greater Than Or Equal To operator to retrieve data greater than orequal to a value.

For example, to retrieve data for revenue starting from $1.5M, create thefilter "[Revenue] Greater than or equal to 1500000".

Less Than operator

Use the Less Than operator to retrieve data lower than a value.

For example, to retrieve data for exam grades lower than 40, create the filter"[Exam Grade] Less Than 40".

Less Than Or Equal To operator

Use the Less Than Or Equal To operator to retrieve data less than or equalto a value.

For example, to retrieve data for customers whose age is 30 or less, createthe filter "[Age] Less Than Or Equal To 30".

Between operator

Use the Between operator to retrieve data between and including two values.


Filtering report data10 Report filter operators

For example, to retrieve data for weeks starting at week 25 and finishing at36 (including week 25 and week 36), create the filter "[Week] Between 25and 36".

Not Between operator

Use the Not Between operator to retrieve data outside the range of twovalues.

For example; to retrieve data for all the weeks of the year, except for andnot including weeks 25 through 36, create the filter "[Week] Not between 25and 36".

In List operator

Use the In List operator to retrieve data corresponding to values in a list ofvalues.

For example, to retrieve data for the US, UK and Japan only, create the filter[Country] In List ("US";"UK";"Japan").

Not In List operator

Use the Not In List operator to retrieve data that does not correspond tomultiple values.

For example, if you do not want to retrieve data for the US, UK and Japan,create the filter [Country] Not In ("US";"UK";"Japan").

Is Null operator

Use the Is Null operator to retrieve data for which there are no values in thedatabase.

For example, to retrieve customers without children (the children column inthe database has no value), create the filter [Children] Is Null.


10Filtering report dataReport filter operators

Is Not Null operator

Use the Is Not Null operator to return data for which there is a value in thedatabase.

For example, to return customers with children, create the filter [Children] Isnot Null.

Creating, editing and deleting reportfilters

To create a report filter in Web Intelligence

1. Select the report element (for example a table or section) you want tofilter. To filter the entire report, click outside all tables, sections and charts.

2. Click the arrow to the right of the Filter button on the Reporting toolbarand click Add Filter.The "Filter" dialog box appears

3. Select the operator you wish to use in the filter from the drop-down list.4. Select the values that you wish to use in the filter and click >> to add

them to the list of filter values5. To remove a value from the filter, select the value in the list of filter values,

then click <<.6. Click OK to close the dialog box and apply the report filter.

To view the report filters in aWeb Intelligence report

1. Display the Document Structure and Filters pane by selecting Leftpanel from the View menu then selecting Document Structure andFilters at the bottom of the Left panel.

2. The Document Structure and Filters displays the overview of the filtersin the report.


Filtering report data10 Creating, editing and deleting report filters

To edit a report filter in a Web Intelligence report


2. Navigate to the filter in the Document Structure and Filters pane,right-click it and select Edit Filter to display the Filter Editor.

3. Edit the filter using the Filter Editor.

To edit one dimension in a report filter in WebIntelligence


2. Select the filtered dimension in the Document Structure and Filterspane.

3. Click Edit.The Filter Editor appears.

4. Use the Filter Editor to edit the filter.

To delete a report filter in Web Intelligence

1. Display the Document Structure and Filters overview by selecting LeftPanel from the View menu then selecting Document Structure andFilters at the bottom of the Left Panel.

2. Select the filter you want to remove3. Click Remove or right-click the filter and select Remove Filter.

You can also remove individual parts of the filter by selecting thedimension, detail or measure individually then clickingRemove or clickingthe arrow to the right of Apply Filter on the Reporting toolbar, thenselecting Remove Filter.


10Filtering report dataCreating, editing and deleting report filters

To create simple report filters

The Report Filter toolbar provides a quick method for adding simple reportfilters to reports.

Simple report filters have the form <report_object>=<value>. They cancontain the "=" operator only and can filter on a single value only.

For more complex filters, use quick filters (which can contain the "=" or "Inlist"operators) or standard report filters (which can contain any operator).

Note:You also use the Report Filter toolbar when drilling on reports. In the contextof Drill, the Report Filter toolbar is known as the Drill toolbar.

1. Click Show/hide Report Filter toolbar on the main menu to display thetoolbar.

2. In Web Intelligence HTML, click the icon on the toolbar and select theobject on which you want to filter from the menu.You can add multiple objects to the toolbar to create multiple filters.

3. In the Java Report Panel or Web Intelligence Rich Client, drag the objecton which you want to filter to the toolbar.You can add multiple objects to the toolbar to create multiple filters.

4. Select the value on which you want to filter from the drop down list ofvalues.Web Intelligence filters the report on the value of the object you selected.For example, if you selected "US" from the list of values of the Countryobject, Web Intelligence filters the report to exclude all rows where Countrydoes not have the value "US".

5. To remove a filter, select it and click Delete.


Filtering report data10 Creating, editing and deleting report filters

Combining and nesting report filters

The AND and OR operators

You use the AND and OR operators to combine and nest query filters orreport filters. When you use AND to combine filters, Web Intelligence displaysonly the data that matches the criteria in both the filters linked by the operator.When you use OR, Web Intelligence returns the data that matches the criteriain either one of the filters linked by the operator.

You can mix the AND and OR operators when combining and nesting filters.For example, you can link three filters in the relationship (Filter1 OR Filter2)AND Filter3. In this case, Web Intelligence first restricts the data by theconditions in either Filter1 or Filter2. Web Intelligence then compares thisdata with the condition in Filter3 and returns only the data that correspondsto this condition.

To combine report filters in Web Intelligence

1. Display the Document Structure and Filters overview by selecting Leftpanel from the View menu then selecting Document Structure andFilters from the drop down list at the top of the Left panel.

2. Select the table that you want to filter in the Document Structure andFilters overview.

3. Click Add Filter.The Filter Editor appears.

4. Select the dimension, detail or measure that you want to include in thefilter, then click >> or drag the filter to the Filter pane to add it to the filter.

5. To remove a dimension, detail or measure from the filter, select it in theFilter pane, then click << or drag the dimension, detail or measure backto the Available Objects pane.

6. Select the dimension, detail or measure in the Filter pane.7. Select the operator that you want to use with the dimension, detail or

measure from the drop down list of operators.


10Filtering report dataCombining and nesting report filters

8. Type the value or values that you want to associate with the operator orclick Values to display the Quick Filter dialog box that you use to selectthe values by which to filter.

9. Click Update Filter.The filter on the dimension, detail or measure is updated in the Filterpane. For example, if you filtered the Country dimension to return onlythose rows where the country is ‘US’, the text reads ‘Country Equal ToUS’.

10. Repeat from step 4 for all dimensions, details and measures that youwant to include in the filter.When you add multiple dimensions, details or measures, Web Intelligencelinks them by default with the AND operator. To toggle between AND andOR, double click the operator.

Related Topics• The AND and OR operators on page 105

To nest report filters in Web Intelligence

When you nest filters you set up an order of precedence between them. WebIntelligence executes the first filter in the order or precedence, then appliessubsequent filters. (Country = ‘US’ AND Resort = ‘Bahamas Beach’) OR(Revenue > 500000) is an example of combined and nested filters. WebIntelligence filters according to the nested filter Country = US AND Resort =Bahamas Beach (which is also an example of a combined filter) then appliesthis filter along with the combined filter Revenue > 500000.

1. Create the initial filter.2. Select the dimension in the initial filter. (Select any of the dimensions or

operators in the initial filter if it is a combined filter.)3. Click Add Nested Filter.

Web Intelligence adds a nested OR operator to the initial filter.

4. Select the OR operator.5. Double click the OR operator to change it to AND if you want your nested

filter to be linked to the initial filter by an AND operator.6. Select the dimension(s) that you want to appear in the nested filter and

click >>, or drag them to the right of the operator that links the nestedfilter to the initial filter.


Filtering report data10 Combining and nesting report filters

To change the order of nested report filters in WebIntelligence

1. Select a dimension, detail or measure in the filter.2. Click Move up or Move down to change the place of the dimension,

detail or measure.


10Filtering report dataCombining and nesting report filters


Filtering report data10 Combining and nesting report filters

Answering prompts

11

To enter values to answer a prompt1. With a report in a Web Intelligence document open, click Refresh Data

on the right of the main toolbar above the report.The "Prompts" dialog box appears.

2. Select a prompt question.If the prompts are organized hierarchically in a tree, you need to selectthe prompt at the lowest level of the hierarchy first. This type of promptis referred to as a cascading prompt.The values you can choose are listed in the pane on the lower left.

If the list of values is not available, click Refresh values to display it. Thelist of values now appears together with the date on which it was lastrefreshed.

If the prompt has been answered previously, the values selected the lasttime appear in the prompt answer pane on the right. You can either leavethose values selected or use << to remove them.

The options you see when you answer prompts depend on (1) whetherthis is the first time the results have been refreshed or not and (2) theproperties set for the prompts when they were created.

3. Select the values from the list of choices in the pane on the left, for whichyou want to view results, or type the values into the text box, and clickthe >> to add them to the prompt answer box on the right.If you type multiple values, you need to separate each value with asemi-colon (;). For example: Florida;Texas.

4. Click Run Query.Web Intelligence retrieves the data for the values you specified, andreturns the results to the reports.

Note:If the prompt is optional, click Run Query without supplying a value. WebIntelligence ignores the prompt.

To enter dates to answer a prompt1. With a report in a Web Intelligence document open, click Refresh Data

on the right of the main toolbar above the report.


Answering prompts11 To enter values to answer a prompt

The "Prompts" dialog box appears.

2. To select a date, click the arrow to the right of the text box, select a datefrom the popup calendar, and then click >> to add the date you selectedto the list on the right.If the prompt has been answered previously, the values selected the lasttime appear in the prompt answer pane on the right. You can either leavethose values selected or use << to remove them.

3. If the prompt allows you to select multiple dates, and you want to viewresults for more than one date, repeat the previous step.

4. Click Run Query.Web Intelligence retrieves the data for the values you specified, andreturns the results to the reports.

Note:If the prompt is optional, click Run Query without supplying a value. WebIntelligence ignores the prompt.


11Answering promptsTo enter dates to answer a prompt


Answering prompts11 To enter dates to answer a prompt

Filtering data using inputcontrols

12

Input controls definedInput controls provide a convenient, easily-accessible method for filteringand analyzing report data. You define input controls using standard windowscontrols such as text boxes and radio buttons. You associate these controlswith report elements such as tables or section headers, and use the controlsto filter the data in the report elements. When you select values in the inputcontrol, Web Intelligence filters the values in the associated report elements.

You can also define tables and charts as input controls. When you select avalue in the table or chart, Web Intelligence filters the values in the associatedreport elements.

You can use input controls to analyze different scenarios by changing thevalue of variables. You define a variable with a constant value, then assignan input control, for example a slider, to the variable. You can then changethe value of the variable using the slider control; if the variable is part of aformula, you can use the slider control to examine different formula resultsbased on the variable value.

Input controls are report-specific. They are grouped on the Input Controlstab.

To add an input controlYou must have sufficient document modification rights to add input controls.

1. Select the Input Controls tab.2. Click New at the top of the Input Controls pane, or right-click an object

in a table or chart and select New input control to display the inputcontrols wizard.

If you selected an entire table or chart before clicking New, you can selectInclude objects from selected block only to restrict the list of objectsin the wizard to the objects in the table or chart you selected. If you didnot select a table or chart, or if you used the New input control menu todisplay the input controls wizard, this option is not available.

3. Select the report object to supply values for the input control, then clickNext.


Filtering data using input controls12 Input controls defined

If you right-clicked an object and selected New input control from themenu, the object you right-clicked is already selected.

4. Select the input control type.The list of control types is determined by the data type of the report object.

5. Define the input control properties.The available properties are determined by the control type and whetheryou are using Web Intelligence Interactive or the Web Intelligence JavaReport Panel/Web Intelligence Rich Client.

DescriptionProperty

The name of the input controlLabel

The description of the input controlDescription

The list of values available in the input control. You canuse all values of the report object on which the inputcontrol is based (the default) or define your own customlist of values.

List of values

If you define a custom list of values for the reportobject, this setting filters the data in the report ele-ment you assign to the input control based on thislist of values. Even when no values are selected inthe input control, Web Intelligence excludes any val-ues not in the restricted list from the report elementfiltered by the input control.

For example, if an input control based on the [Coun-try] dimension is restricted to the values "US" and"France", a table filtered by the input control showsdata for US and France only, even when no value isselected in the input control.

If you deselect Use restricted list of values, all val-ues of [Country] appear in the table when no valueis selected in the input control.

Use restrictedlist of values

The operator that the input control uses to filter the as-sociated report elements

Operator

The default values that the input control uses to filterthe associated report element

Default values


12Filtering data using input controlsTo add an input control

DescriptionProperty

The number of lines that the input control displays inthe Input Control pane. For example a list of five radiobuttons with Number of lines set to 3 displays threeradio buttons only by default. You access the other tworadio buttons by using the scrollbar.

Number of lines

The minimum numerical value you can select in the inputcontrol

Minimum value

The maximum numerical value you can select in theinput control

Maximum value

The amount by which the input control increases/de-screased a numerical value when you are choosing avalue

Increment

6. Click Next to display the Assign Report Elements wizard step.7. Select the report elements you want the input control to filter.

Note:Each time you save a document, Web Intelligence removes any inputcontrols that have no associated report elements.

8. Click Finish.The input control appears on the Input Controls pane.

To edit an input control1. Select the Input Controls tab.2. Click Edit on the input control to display the Edit Input Control dialog

box.3. Edit the input control properties on the Properties tab.4. Edit the report elements associated with the input control on the

Dependencies tab.

To highlight input control dependencies1. Select the Input Controls tab.2. Click Highlight dependencies on the input control.


Filtering data using input controls12 To edit an input control

The report elements associated with the input control are highlighted.

To organize input controls1. Select the Input Controls tab.2. Drag and drop input controls to move them up or down on the Input

Controls pane in Web Intelligence Java Report Panel and WebIntelligence Rich Client. Select an input control, then click Move theselected input control up/down at the top of the Input Controls paneto move the control up or down in Web Intelligence Interactive.

3. Select an input control, then click Remove at the top of the control toremove it from the Input Controls pane.

To view the input controls map1. Select the Input Controls tab.2. Click Map at the top of the Input Controls tab (Web Intelligence

Interactive) or select the Map tab, then click Input controls at the top ofthe tab (Web Intelligence Java Report Panel and Rich Client).

Using tables and charts as input controlsYou can define tables and charts as input controls. Table- and chart-basedinput controls appear in the Input Controls panel in the same way as regularinput controls, but you select values in the table or chart itself to filter thedependent report elements. When you select cells, columns or rows in tables,or clickable data areas in charts, Web Intelligence filters the values in theassociated report elements according to the values you selected.

When you click on a table or chart-based control in the Input Controls panel,Web Intelligence highlights the table or chart used as an input control.

When a report is in drill mode, table- and chart-based input controls aredisabled. They are re-enabled when drill mode is deactivated.

To define a table or chart as an input control

1. Select the table or chart, right-click and select Define as input control.


12Filtering data using input controlsTo organize input controls

2. Select All objects to define all the objects in the table or chart as thefiltering objects, or select Single object and select the object to define asingle object in the table or chart as the filtering object.

Note:You can select dimensions only as filtering objects when you define atable or chart as an input control.

3. Click Next and type a name and a description for the input control.4. ClickNext and select the report elements to be filtered by the input control.

Note:You cannot select the table or chart that you are defining as an inputcontrol from the list of report elements.

5. Click Finish.The table or chart input control appears in the Input Controls pane. Whenyou click on the control, Web intelligence highlights the table or chartdefined as the input control.

Related Topics• To edit an input control on page 116

To filter data using input controls1. Display the Input Controls pane by selecting the Input Controls tab.

Note:The input control displays the message "No dependent report elements"if the report elements filtered by the input control are no longer in thereport.

2. Select values in the input control.Web Intelligence filters the associated report elements based on thevalues you select. For example, if you select the "US" value of the[Country] dimension, the filter operator is Equal To, and there is a tableassociated with the input control, Web Intelligence filters the table on thecondition [Country] = "US".

3. To filter using a table or chart defined as an input control, select dimensionvalues in the table (rows, columns or cells) or chart (clickable data areas).


Filtering data using input controls12 To filter data using input controls

Note:• Tables or charts defined as input controls can filter using dimension

values only.• The input control shows the message "The table or chart is not in the

report" if the table or chart is no longer in the report.• The input control shows the message "Filtering dimensions not

available" if the filtering dimensions are no longer in the table or chart.The input control becomes usable again if you add the dimensions tothe table or chart.

• The input control shows the message "Control not usuable while thereport is in drill mode" if the report is in drill mode. Drill mode must beturned off to make the input control usable.

• Table- and chart-based input controls are indicated by an icon in thetop right-hand corner of the table or chart. Right-clicking the icondisplays the following menu:

DescriptionCommand

Edits the input controlEdit

Highlights the report elements filtered by the inputcontrol

Highlight dependen-cies

Removes the filters applied by the input controlReset

Disables or enables the input controlDisable/Enable

4. To remove all filters applied by input controls, click Reset at the top ofthe Input Controls pane.


12Filtering data using input controlsTo filter data using input controls


Filtering data using input controls12 To filter data using input controls

Enhancing reports withcalculations, formulas andvariables

13

Calculations, formulas and variablesYou can add calculations, formulas and variables (named formulas) to yourWeb Intelligence reports. For detailed information on the calculation powerthat calculations, formulas and variables add to your reports, see the UsingFunctions, Formulas and Calculations in Web Intelligence guide or the onlinehelp.

Working with standard calculations

To insert a standard calculation in a table or crosstab

You can insert standard calculations in tables or crosstabs to make quickcalculations on table data. For more information on the standard calculationsavailable in Web Intelligence, see the Using Functions, Formulas andCalculations in Web Intelligence guide or in the online help.

You can insert multiple calculations in a table or crosstab. When you applytwo calculations to a table or crosstab, a footer is added for each calculationresult. You insert multiple calculations in a table or crosstab in the same waythat you insert one calculation, but you repeat the procedure for as manycalculations as you want to insert.

1. Click Configure View > Toolbars > Reporting (Java Report Panel) orView > Toolbars > Report (Web Intelligence Interactive) to display theReport toolbar.

2. Click the table cell that contains the data you want to calculate.3. Click the arrow at the right of the Insert calculation-name button (where

calculation-name is the currently-selected calculation) on the Reporttoolbar, then select the calculation you want to insert from the drop-downmenu. You can also click the button directly to insert the currently-selectedcalculation.The currently-selected calculation is shown by the mathematical symbolon the button, and changes according to the type of data you select. Forexample, if the calculation is Sum, the button displays the Σ symbol.

Note:If you insert a percentage calculation, the results of the percentage aredisplayed in an additional column or row of the table.


Enhancing reports with calculations, formulas and variables13 Calculations, formulas and variables

4. To insert other calculations, click the arrow at the right of the button andselect the calculation from the drop-down menu.

A new row is added at the bottom of the table. The aggregated valueappears in the new row cell.

To remove a standard calculation

1. Right-click the cell that contains the calculation.2. Depending on the table type, select Remove > Row or Remove > Col

umn from the shortcut menu.

Working with formulas

The Formula toolbar

You display the Formula toolbar by clicking the Show/Hide Formula Toolbarbutton on the Reporting toolbar (Java Report Panel) or View > Toolbars >Formula (Web Intelligence Interactive). Now, when you select a cell, itsformula appears in the Formula toolbar.

The Formula toolbar has the following buttons (the order is differentdepending on the type of Web Intelligence you are using):

DescriptionButton

Opens the Formula Editor which allowsyou to build a formula using a graphicalinterface

Open Formula Editor

Allows you to save a formula as a vari-ableCreate variable

Clears all changes made to the formulasince the last save or validationClear changes

Verifies the formula syntax and re-places the current formulaValidate formula


13Enhancing reports with calculations, formulas and variablesWorking with formulas

To enter a formula directly into the Formula toolbar without using the VariableEditor, you can type the formula or drag report objects (Java Report Panelonly) to the formula toolbar.

To enter a formula in the Formula toolbar by typing the formula

1. Click Show/Hide Formula Toolbar (Java Report Panel or WebIntelligence Rich Client) or View > Toolbars > Formula (Web IntelligenceInteractive) to display the Formula toolbar.

2. In the Formula toolbar, type the formula.For example, to calculate the average revenue generated per item sold,type: =[Sales Revenue]/[Quantity Sold].Web Intelligence gives you suggestions for completing the component ofthe formula you are typing. To select a Web Intelligence suggestion, pressthe down arrow button to highlight it, then press Return, or select thesuggestion with your cursor.

3. To select a Web Intelligence suggestion, press the down arrow button tohighlight it, then press Return.

To enter a formula in the Formula toolbar by using drag and drop

• Drag reports objects onto the Formula toolbar.

Note:You cannot drag objects to the Formula toolbar in Web IntelligenceInteractive.

When you release an object, it appears in the Formula toolbar at thecursor position as if you had typed it directly.

To build a formula using the Formula Editor

1. Click the Open Formula Editor button on the Formula toolbar to displaythe Formula Editor.

2. Select the cell on the report where you want to include the formula.3. In the Data, Functions and Operators panes, double-click the report

objects, functions and operators you want to include in the formula, ortype the formula directly.


Enhancing reports with calculations, formulas and variables13 Working with formulas

For example, to create the formula =Average([Revenue]), double-clickthe Average() function, then double-click the Revenue object.When you double-click a function to include it in a formula, WebIntelligence places the cursor between the function parentheses.

Working with variables

To create a variable from a formula

1. Display the Formula toolbar.2. Type your formula in the Formula toolbar or select a cell containing a

formula.3. Click Create variable on the Formula toolbar

The "Create Variable" (Java Report Panel or Web Intelligence Rich Client)or "Variable Editor" (Web Intelligence Interactive) dialog box appears.

4. Type the variable name in the Name box.5. Select the variable type by selecting Dimension, Measure or Detail.6. If you select Detail, an "Associated Dimension" box appears. Click ...

next to the box to open the "Objects and Variables" dialog box and selectthe dimension you want to associate with the detail.

7. Click OK.The variable appears in the list of report variables in the Data tab.

To create a variable using the Variable Editor

1. Click Show Variable Editor on theReporting toolbar (Java Report Panelor Web Intelligence Rich Client) or Variable > New on the AvailableObjects tab of the Left Panel (Web Intelligence Interactive).

2. Type your formula in the Formula pane or use the functions and operatorson the Functions and Operators tab to build the formula.

3. Type the variable name in the Name box.4. Select the variable type by selecting Dimension, Measure or Detail.


13Enhancing reports with calculations, formulas and variablesWorking with variables

5. If you select Detail, an Associated Dimension box appears. Click ...next to the box to open the Objects and Variables dialog box and selectthe dimension you want to associate with the detail.

6. Click OK.The variable appears in the list of report variables.

To edit a variable

1. Select the variable in the list of report variables (on the Data tab in theJava Report Panel/Web Intelligence Rich Client or the Available Objectstab on the Left Panel in Web Intelligence Interactive).

2. Click the right mouse button and click Edit (Variable) on the shortcutmenu.The Variable Editor appears.

3. Edit the variable.4. Click OK to save the new variable definition.

To delete a variable

1. Select the variable in the list of report variables (on the Data tab in theJava Report Panel/Web Intelligence Rich Client or the Available Objectstab on the Left Panel in Web Intelligence Interactive).

2. Click the right mouse button and click Delete on the shortcut menu.


Enhancing reports with calculations, formulas and variables13 Working with variables

Drilling on report data

14

What is drill?You use drill to analyze the results displayed in reports. Drilling on reportslets you look deeper into your data to discover the details behind a good orbad summary result displayed in tables, charts, or sections.

Example: Why did sales of accessories, outwear, and overcoats rise inQ3?

You work for a US national fashion retail chain, and are in charge of salesof accessories, outerwear and overcoat clothing lines in western states.You see that revenue is much higher for Q3 than the other quarters.

To understand why, you drill down to look at the factors behind the result.


Drilling on report data14 What is drill?

You see that jewelry sales escalated in July (month #7).

Scope of analysis

The scope of analysis for a query is extra data that you can retrieve from thedatabase to give more details on the results returned by each of the objectsin a query. This extra data does not appear in the initial result report, but itremains available in the data cube, so you can pull this data in to the reportto allow you to access more detail at any time. This process of refining thedata to lower levels of detail is called drilling down on an object.

In the universe, the scope of analysis corresponds to the hierarchical levelsbelow the object selected for a query. For example, a scope of analysis ofone level down for the object Year, would include the object Quarter, whichappears immediately under Year.

You can set this level when you build a query. It allows objects lower downthe hierarchy to be included in the query, without them appearing in theResults Objects pane. The hierarchies in a universe allow you to chooseyour scope of analysis, and correspondingly the level of drill available.


14Drilling on report dataWhat is drill?

In the Java Report Panel and in Web Intelligence Rich Client, you can alsocreate a custom scope of analysis by selecting specific dimensions for theScope of Analysis pane.

Note:You cannot set the scope of analysis when working in query drill modebecause this drill mode causes Web Intelligence to modify the scopedynamically in response to drill actions.

Levels of scope of analysis

You can set the following levels for scope of analysis:

DescriptionLevel

Only the objects that appear in theResults Objects pane are included inthe query.

None

For each object in the Result Objectspane, one, two, or three objects lowerdown the hierarchy tree are includedin the query. The data from these ob-jects is stored in the cube until you addthem to the document.

• One level down• Two levels down• Three levels down

All objects added manually to theScope of Analysis panel are includedin the query.

Custom

Note:This option is available in the JavaReport Panel and in Web IntelligenceRich Client only.

Including a scope of analysis in a document increases the document sizesignificantly. This is because the data necessary for the scope you specifyis saved with the document, even though it is not visible in the reports unlessyou start drill mode and drill down to the data to display the correspondingvalues.


Drilling on report data14 What is drill?

In order to minimize the size of documents and optimize performance, werecommend that you only include a scope of analysis in documents whereyou are certain that users will need to drill.

We suggest the following method because it will be easier for you to set thescope of analysis seeing the hierarchy of the classes and objects.

Drill paths and hierarchies

When you analyze data in drill mode, you move along a drill path. Thesepaths are based on the dimension hierarchies set by the designer of theuniverse. Universe designers organize objects in classes in a hierarchy withthe most summary objects at the top and the most detailed at the bottom.So if you want to make a high-level report, you know that your query shouldinclude objects at the top of the list. If you want to see more detailedinformation, you can then switch to Drill mode and drill down on eachdimension value displayed in the reports.

For example, if the data from [Quarter] did not sufficiently explain a result,you could drill down to [Month] or [Week], depending on how the universedesigner set up the hierarchy. When you drill to a different level, measures,such as a [Revenue] or [Margin], are recalculated accordingly.

Drill paths usually follow the same hierarchy order as the classes on auniverse. For example, a class called Time typically includes the [Year]dimension at the top of the class, followed by the [Quarter], [Month], and[Week] dimensions. The hierarchies for drill within the Time hierarchy typicallyfollow the same order, because users want to drill annual results to analyzedetails for quarter, month, and so on. However, the universe designer canalso define custom hierarchies.

Note:A dimension can belong to several hierarchies. When you drill a result on adimension that belongs to more than one hierarchy, Web Intelligence promptsyou to select the drill path.

To view drill hierarchies

1. Open a document in Edit mode.2. Verify you are in Query View.


14Drilling on report dataWhat is drill?

3. Click the Data tab.4. Click the Hierarchies radio button.

To start and end drill mode in WebIntelligence

1. Click Drill on the main toolbar.A hyperlink appears on each drillable result.

2. Click Drill again to end drill mode.

Retrieving more levels of data to thereport

When you are drilling a Web Intelligence report, you may want to drill up ordown to a dimension that lies outside the scope of analysis defined for thedocument. To return the additional data, Web Intelligence must run a newquery that includes the additional dimension(s) you specify. This is calledextending the scope of analysis.

You can extend the scope of analysis during your drill sessions only if yoursecurity profile allows you to do so. Your security profile is controlled by yourBusinessObjects Enterprise administrator.

If your Drill options are not set to display the Extend the Scope of Analysisprompt message during drill, you will not be given the option to select filtersif you drill beyond the data already available in the document. In this case,Web Intelligence immediately runs a new query and returns data for all thevalues on the dimensions you are drilling.

To drill out of the scope of analysis

1. Hold your mouse cursor over a dimension value that is at the end of thescope of analysis.A ToolTip informs you that a new query is necessary to return theadditional data to the document.

2. Drill on the dimension.


Drilling on report data14 To start and end drill mode in Web Intelligence

If your Drill options are set for Web Intelligence to prompt you when adrill action requires a new query, the Extend the Scope of Analysis dialogbox appears.

The dialog box lists the dimensions in the hierarchy above and below thedrilled value. The dimensions already included in the document arechecked. The dialog box also displays the filters that you can select tofilter the new query.

3. Select the check boxes next to the dimensions you want to drill.4. Select the check boxes next to the filters you want to use to filter the

query.5. Click OK.

Web Intelligence runs a new query and returns the additional data to thedocument and the results for the dimension you drilled to appear on thetable.

To choose a drill path when more thanone is available

A dimension can belong to multiple hierarchies. When you drill down on sucha dimension value, Web Intelligence does not know which drill path to follow.You must define the drill path.

Note:If the dimension value you choose to drill on is the result of a previous drill,the drill path is already known. Therefore you do not need to select a drillpath.

1. Drill on the dimension.The "Select Drill Path" dialog box appears. The dialog box lists thedimensions in the hierarchy above and below the drilled value. A checkbox appears next to each dimensions below the current dimension youare drilling, so that you can select which of these dimensions you wantto retrieve from the database, in order to continue your drill action. Thedialog box also displays the filters that you can select to filter the newquery.

2. Select the path you want to drill.3. Click OK.


14Drilling on report dataTo choose a drill path when more than one is available

To take a drill snapshot• Click Snapshot on the main toolbar.

Web Intelligence makes a copy of the current state of the drilled reportas a seperate report.

Drilling on dimensions in tables andsections

Dimensions typically represent character-type data, such as customer orbusiness names, and dates. Web Intelligence makes calculations based onthe dimensions in a report. For example, if you create a report that calculatesa region’s total sales revenue for a given year, Web Intelligence calculatesthe [Sales revenue] measure based on the two dimensions: [State] and[Year].

When you drill on a dimension to see the more data behind the displayedresult, the sales revenue is calculated according to the values to which youdrill. If you drill on [Year] in the above example, Web Intelligence calculatesand displays sales revenue by state and quarter, because [Quarter] is thenext dimension in the time hierarchy below [Year].

Note:You cannot drill on detail objects.

Drilling down

You drill down to see the lower-level data that makes up the summary resultsdisplayed on reports. This helps explain why high or low results occurred.

Example: Using drill analysis to find out why sales decreased dramaticallyin 2003

In this example, you receive a report that shows sales revenue results forthe accessories line at the eFashion retail store. The following crosstabshows that the Accessories line decreased in 2003.


Drilling on report data14 To take a drill snapshot

To analyze more precisely when the decrease occurred, you drill down onthe cell value 2003, to view the detailed data for each quarter.

When you drill down on the cell value 2003, a filter appears in the Drilltoolbar to show that the quarterly values you have drilled to are filtered forthe year 2003. The drilled chart clearly shows that the problem arose in Q4of 2003.

To find out which of the of the categories within the Accessories line wasresponsible for the drop in revenue, you drill down again on the cell valueAccessories.

The drilled crosstab shows which categories were responsible for lowrevenue in Q4.


14Drilling on report dataDrilling on dimensions in tables and sections

Note:If you try to drill to a dimension that is already displayed in another column orrow of the same table, Web Intelligence automatically displays the next availabledimension in the drill path.

To drill down on a dimension value in a table or section cell

1. Verify you are in Drill mode2. On a table or section cell, place your pointer over the dimension value

on which you want to drill.A ToolTip appears, showing the next dimension in the drill path. If thedrilled report includes dimensions from multiple data providers, the ToolTipdisplays the name of the query and the dimension for the value.

3. Click the value.The drilled table or section displays data one dimension level down. TheDrill toolbar, at the top of the report, displays the values from which youdrilled. These values filter the values displayed on the drilled table.

Drilling up

You drill up on a dimension value to see how the more detailed dataaggregates to a higher-level result. For example, you may have drilled downon Year to examine data for each quarter. If you want to see how this dataaggregates to yearly results, you can drill up.

When you drill up on a dimension value, you move along the drill path fromlower- to higher-level data. For example, you may have drilled down on [Year]to [Quarter]. If you drill up on [Quarter], you return to [Year].

You can only drill up on a dimension value if you have previously drilled downto that dimension, or you have defined the appropriate drill path in the scopeof analysis.

To drill up on a dimension value

1. Verify you are in Drill mode.


Drilling on report data14 Drilling on dimensions in tables and sections

2. On a table or section cell, right-click the dimension value on which youwant to drill up, then on the shortcut menu click Drill up , or click the DrillUp icon next to the dimension value you want to drill up.If the table is a crosstab without headers that display the names of thedimensions on the table, then the Drill Up icon appears next to each valuefrom which you can drill up.The report now displays data one dimension level up. The filters thatfiltered the value you drilled up from, are removed from the Drill toolbar.

Drilling by

When you drill down or up, you move through a hierarchy one dimension ata time. However, you can get another view of the data by slicing it in adifferent way, and then look at the data in other hierarchies. To do this, youdrill by the other dimensions that interest you.

Note:You can only Drill by to a dimension that is included in the scope of analysisof the document.

Example: Drilling by the Products hierarchy to slice sales revenue resultsby product

You work as regional manager for California in a retail clothing store, andhave been sent the following report that shows quarterly sales revenue bystate:



You are only interested in analyzing the results in the state of California.In addition, you want to analyze the sales revenue broken down by eachproduct line you sell. To drill on California data, you place your pointer onthe table cell that says California.

If you drilled down now, however, you would drill to results for each citywithin California, because [City] is the dimension below [State]. Instead,you select Drill by from the drill menu and then you navigate through thedimensions on the Products hierarchy by selecting the sub-menus until youreach the [Lines] dimension.

The drilled report displays the detailed sales revenue results for eachproduct line sold in California.


Drilling on report data14 Drilling on dimensions in tables and sections

To drill by a dimension value

1. Verify you are in Drill mode.2. On a table or section cell, right-click the dimension value you want to drill

by.A shortcut menu appears, displaying the available drill paths.

3. Place your pointer on Drill by, then on the class to which you want todrill.

4. Click the dimension to which you want to drill.The report now displays data for the dimension to which you drilled.



Drilling on measures in tables andsections

When you drill on a measure value, Web Intelligence performs the drill actionone level down for each related dimension in the block and displays the newmeasure calculation for the displayed dimensions.

Example: Drill on annual sales revenue results to see the breakdown bycity and quarter

For example, you drill down on the year 2003 sales revenue value forCalifornia, which is displayed on a crosstab that shows sales revenue byyear in by state.

The drilled report displays sales revenue by quarter by city for California –the state on which you drilled.

To drill down on a measure value

1. Verify you are in Drill mode.2. Place your pointer over the measure value on which you want to drill.

A ToolTip appears, displaying the next dimension(s) in each related drillpath

3. Click the measure value.Your report now displays data one dimension level down. The tableheaders display the names of the dimensions you drilled to and the drillup arrow, which indicates you can drill back up to the summary results ifwished. The Drill toolbar displays the values that filter the results displayedon the drilled table or section.

To drill up on a measure value

1. Verify you are in Drill mode.2. Right-click the measure value on which you want to drill up, then click the

Drill up option on the shortcut menu, or click the Drill Up icon next to themeasure value you want to analyze.


Drilling on report data14 Drilling on measures in tables and sections

The drilled table now displays data one dimension level up.

Synchronizingdrill acrossmultiple tablesand charts

A Web Intelligence report can contain several tables or charts. The genericterm used to refer to tables and charts in this guide is a block. There are twoways to drill on a report with multiple blocks:

• drill simultaneously on each block in the report the contains the drilleddimension

• drill on only the current block of data

You set how Web Intelligence performs drill on reports with the Synchronizedrill on report blocks option.

If you set Web Intelligence to synchronize drilling across a report, you drillon each block in the report containing that drilled dimension. The nextdimension in the drill path replaces the previous dimension in all blocks ofthe report.

If you set Web Intelligence not to synchronize drilling on all blocks in a report,the next dimension in the drill path replaces the previous dimension only inthe current block of the report.

Related Topics• Synchronize drill on report blocks option on page 28

Drilling on chartsDrilling down, up, or by on a chart, provides you with a graphical explanationfor why summary results are particularly high or low.

You can drill on:

• dimensions – by drilling on chart axes• dimensions – by drilling on the chart legend• measures – by drilling on the data bars or markers in the body of the chart

You cannot Drill by dimensions on chart axes. However, you can Drill bydimensions on chart legends.


14Drilling on report dataSynchronizing drill across multiple tables and charts

Related Topics• Drilling on axis legends on page 145

Drilling on dimensions via chart axes

On 2D charts, you can drill on dimensions via the X-Axis. On 3D charts, youcan drill on dimensions via the X-Axis and the Z-Axis. Charts can containone or multiple dimensions on a single axis. When an axis contains multipledimensions, each possible combination of the dimension values appear onthe axis (this is sometimes referred to as a cartesian product).

When you drill on an axis value with multiple dimensions, the drilled resultsare filtered by both dimensions.

To drill on a chart axis

1. Verify you are in Drill mode.2. Place your pointer over the dimension value on which you want to drill.3. If you want to drill down on the dimension value, click the value. If you

want to drill up on the dimension value, right-click the value then selectDrill Up. If you want to drill down on the dimension value, right-click thevalue then select Drill Down. If you want to drill by the dimension value,right-click the value then select Drill By

Note:Drill by is not available if the axis has multiple dimensions.

Drilling on measures in charts

You can drill on the measures displayed on the following types of chart:

• bar charts – by drilling on the bars• line and radar line charts – by drilling on the data markers• pie chart – by drilling on the segments

When you drill on measures, Web Intelligence performs the drill action oneach dimension displayed on the chart axes. The new measure calculationsdisplayed on the bars or data markers on the drilled chart, correspond to the


Drilling on report data14 Drilling on charts

lower- or higher-level dimensions to which you drilled. The chart axis labelsdisplay the names of the drilled dimensions.

Example: Analyze detailed information for the sales revenue measure ona chart

For example, this 3D bar chart displays values for the [State] dimension onthe X-Axis and displays values for the [Lines] dimension on the Z-Axis. Thismeans that the chart bars display values for sales revenue per state perline.

As the example below shows, when you drill down on the bar for “CityTrousers ? in “California ? you also drill down from [State] to [City] on theX-Axis and from [Lines] to [Category] on the Y-Axis.

The drilled chart displays sales revenue per city per category for the “CityTrousers ? clothing line.


14Drilling on report dataDrilling on charts

To drill on a measure in a chart

1. Verify you are in Drill mode.2. Place your pointer on the measure value on which you want to drill.

On charts, each measure is represented by a bar (on bar charts) or by adata marker (on a line charts and radar line charts).

3. If you want to drill down on the measure value, click the bar or datamarker. If you want to drill up on the measure value, right-click the bar ordata marker, and then click Drill up.

Limitations when drilling measures on charts

When you drill on charts that are not bar charts, Web Intelligence may performthe drill action only on certain dimensions instead of performing the drill actionon all of the dimensions on the chart axes. When you drill on measures inthe following chart types, Web Intelligence only performs the drill action onthe values in the axis legend:

• area charts – 2D, 3D, and stacked• radar and scatter charts – all types

Note:You cannot drill on measures in 3D surface charts.


Drilling on report data14 Drilling on charts

Drilling on axis legends

You can drill on charts via the chart legend whenever the legend lists thedimensions displayed on the chart. When the chart legend lists the measuresdisplayed on the chart, drilling on the legend is not possible.

Drilling on a legend is useful, if you are working with a pie chart, becausethe axis labels, which display the names of the dimensions represented byeach pie segment, are not often displayed.

Note:You can only Drill by on a chart legend, if there is a single dimension on theaxis.

To drill on an axis legend

1. Verify you are in Drill mode.2. Place your pointer over the value on which you want to drill.3. To drill down the dimension value, click the color associated with the

value. To drill up the dimension value, right-click the color associated withthe value, then click Drill up ; or click the Drill Up icon. To drill by thedimension value, right-click the color associated with the value, then clickDrill by .

Using filters when you drillWhen you drill on a dimension or measure value in a table or chart, WebIntelligence filters the drilled results by the dimension or measure you drilledon. The filter is applied to all of the results displayed on the drilled report.

Filters appear as list boxes in the Drill toolbar. Each list box contains thevalues associated with that filter. You select the data displayed in a table orchart by choosing the appropriate values from the list boxes.

Note:You can also use the Drill toolbar outside Drill mode to quickly add simplereport filters to reports. In this context the toolbar is known as the ReportFilter toolbar.


14Drilling on report dataUsing filters when you drill

Example: Filtering drilled reports by different US states

For example, if you drill down on a table cell displaying “California, ? toview results for cities in California, Web Intelligence filters the values in theentire report for California and only displays results for California in thereport.

By changing the value of each filter, you can then see data for other valueson the drilled dimension. For example, you can select Colorado in the filteron State.

Note:If the drilled report includes dimensions from multiple data providers, a ToolTipappears when you rest your cursor on the value displayed on the filter. TheToolTip displays the name of the query and the dimension for the value.

Related Topics• To create simple report filters on page 104

To change a filter value on the Drill toolbar

1. Verify you are in Drill mode.2. In the Drill toolbar, click the drop-down arrow relating to the dimension

you want to filter.3. Click the value you want.

To add or remove a drill filter

1. Verify you are in Drill mode.2. Drag the dimension containing the values around which you want to filter

your report and drop it onto the Drill toolbar.A list box for the new filter appears on the Drill toolbar. You can select avalue from the list of values to filter the results displayed on the drilledtable, chart, or report.

3. To remove a drill filter, drag the dimension away from the Drill toolbar.


Drilling on report data14 Using filters when you drill

Saving reports with drill filtersWhen you save a document with reports in drill mode, Web Intelligencemaintains any filters that have been generated during drill. When you opena document saved in drill mode, Web Intelligence displays the Drill toolbaron the drilled reports showing the filters generated during the last drill session.

Note:Documents saved in drill mode take longer to open than documents savedin results mode.

Refreshing data in a drilled report withprompts

Some Web Intelligence reports contain prompts. When you refresh thedocument, the prompt(s) require(s) you to specify the value(s) you want toretrieve from the database and return to the report(s) in the document. Forexample, a prompt can require you to specify a year, for which you want toretrieve data. This drilled report shows values for Year 2003 – the yearselected for the prompt.

If the drilled report is filtered for Year 2003, and you then refresh the documentand select year 2002 to answer the prompt, Web Intelligence retrieves resultsfor 2002 instead of 2003. The drilled report then displays values for 2002.

Drilling with query drill

Query drill defined

You can set Web Intelligence to drill in query drill mode, which behavesdifferently from the standard drill mode described so far in this chapter. Whenyou activate query drill, Web Intelligence drills by modifying the underlyingquery (adding and removing dimensions and query filters) in addition toapplying drill filters.


14Drilling on report dataSaving reports with drill filters

Example: Drilling down from month to week

In this example, Month is the lowest dimension currently available in thequery from a time hierarchy, and Week is the dimension immediately belowit in the hierarchy.

If you drill down on Month = January, three things happen:

• Web Intelligence adds Week to the query scope of analysis.• Web Intelligence adds a query filter to restrict Month to January.• Web Intelligence adds a drill filter to restrict Month to January.

If you drill up from Week to Month, the process is reversed:

• Web Intelligence removes Week from the query scope of analysis.• Web Intelligence removes the query filter.• Web Intelligence removes the drill filter.

Note:Drill filters are not strictly necessary in query drill mode. Web Intelligence appliesthem for consistency with standard drill mode. For example, the DrillFiltersfunction returns the correct value in query drill mode because Web Intelligenceapplies drill filters to match the query filters.

When do you use query drill?

You use query drill when your report contains aggregate measures calculatedat the database level. It is designed in particular to provide a drill modeadapted to databases such as Oracle 9i OLAP, which contain aggregatefunctions that Web Intelligence either does not support, or cannot calculateaccurately at the report level during a drill session.

The kinds of aggregate functions that are candidates for drilling in query drillmode are: percentages, distinct counts, ranks, standard deviations andvariances, running aggregates, lead and lag functions. Because query drillmodifies the query at each drill operation, it ensures that these aggregatesare recalculated by the server each time you drill.

Query drill is also useful for reducing the amount of data that Web Intelligencemust store locally during a drill session. Because query drill reduces thescope of analysis when you drill up, Web Intelligence is able to purgeunecessary data.


Drilling on report data14 Drilling with query drill

To activate query drill in Web Intelligence

1. Click Document > Properties on the main toolbar to display the"Document Properties" dialog box.

2. Select Use query drill.

Drilling down with query drill

When you drill down, query drill behaves similarly to standard drill at thepoint where the data moves outside the scope of analysis.

When Web Intelligence filters a drilled dimension in query drill mode it doesso by adding a query filter in addition to a drill filter. For example, if you drillon Year=2001, Web Intelligence adds a filter at the query level to restrict theYear dimension to 2001. For this reason, the only value that appears in thedrill toolbar for the drilled dimension is the value on which you drilled (in thiscase 2001). This is different from standard drill mode, in which all values ofthe dimension are visible in the toolbar. As a result, you cannot change filtervalues in query drill mode (for example, drill on Year=2001 then switch toYear=2003) as you can in standard drill mode.

Because query drill automatically extends the scope of analysis, you canuse it only if your BusinessObjects XI administrator has granted you the theright to drill outside the scope. See your administrator for more details.

Drilling up with query drill

When you drill up, query drill removes dimensions from the query. Forexample, if you drill up from Month to Quarter, Web Intelligence removesMonth from the query. This has two consequences:

• Query drill is incompatible with drill snapshots.• Web Intelligence does not allow you to drill up beyond any dimension

that appears as one of the report objects. For example, if your reportdisplays Year, Quarter and Revenue, you cannot drill up from Quarter toYear because this would remove quarter from the list of report objects.


14Drilling on report dataDrilling with query drill

Related Topics• Query drill and drill snapshots on page 150

Query drill and drill snapshots

Do not use drill snapshots when working in query drill mode, because querydrill means that snapshots cannot be guaranteed to stay the same.

In query drill mode, snapshots change when you drill up beyond a dimensionthat you included in a snapshot. Because the drill up removes the dimensionfrom the underlying query, it also removes the dimension from the snapshot.

Query drill and other reports based on the same dataprovider

If your document contains other reports that contain dimensions on whichyou drill in query drill mode, these reports are affected because the querydrill modifies the dimensions they contain.

You can avoid this (at the cost of retrieving duplicate data into WebIntelligence) by creating a new data provider and rebuilding the other reportagainst it. Now when you drill in query drill mode, the other report remainsunaffected.

Example: Drilling on a dimension that appears in another report

If you have two reports based on a query that contains Year, Quarter andSales Revenue, and you use query drill to drill down to Year = 2001 on thefirst report, Web Intelligence also filters the data for Year in the secondreport to include 2001 only.


Drilling on report data14 Drilling with query drill

Merging dimensions frommultiple data providers

15

Merged dimensions definedYou can include multiple data providers in a Web Intelligence document.You often need to synchronize the data returned by these data providers.You do this by incorporating common dimensions into a merged dimension.

Merged dimensions and data synchronization were introduced in WebIntelligence XI R2. They enormously increase the power and flexibility ofWeb Intelligence by allowing you to synthesise data from different sourcesin the same report, rather than simply including the data.

For example, if you have one database that contains detailed customerinformation and another database that contains sales data, you cansynchronize the two data sources around the customer.

When to merge dimensionsYou merge dimensions when your report draws related data from differentdata providers. For example, you have a report showing revenue and salestargets. The report contains sections based on the year, and each sectionshows revenue and sales targets. If revenue and sales target data comesfrom two different data providers, Web Intelligence does not know that it isrelated. You tell Web Intelligence that the data is related by merging the twodata providers on the common dimension, year.

When you merge dimensions, Web Intelligence creates a new dimensionthat contains all the values from the original dimensions that make up themerged dimension. You use this dimension in reports as you use any otherreport object. You can add report objects from all the data providerssynchronized through the merged dimension in the same block as the mergeddimension.

Choosing which dimensions to mergeThe only restriction that Web Intelligence imposes on merged dimensionsis that they must be of the same data type: for example, character data. Butit does not make sense to merge unrelated dimensions even when their datatypes are the same. For example, it does not make sense to merge a


Merging dimensions from multiple data providers15 Merged dimensions defined

dimension containing customer names with a dimension containing salesregions.

Merged dimensions often have the same name in both data sources, butthis is not obligatory. It can make sense to merge dimensions with differentnames if they contain related data.

To merge dimensions correctly you need to be aware of the semantics ofthe data (what the data refers to) in the different data sources. The dimensiondata types and names are an approximate guide only to dimensions’ suitabilityfor merging.

Creating, editing and deleting mergeddimensions

To merge dimensions

1. Select the group of dimensions from different data providers that youwant to merge in the Available Objects section of the Left Panel by holdingdown the Ctrl key as you select the dimensions.

2. Click Merge at the top of the Left Panel.

Web Intelligence creates a merged dimension with the same name,description, qualification and data type as the first dimension you selected.

The original dimensions that make up the merged dimension appearbeneath it when you expand the merged dimension.

If you select any of these original dimensions, Merge/Unmerge isunavailable.

To merge dimensions automatically

You can set Web Intelligence to merge dimensions automatically under thefollowing circumstances:

• The dimensions have the same name• The dimensions have the same data type• The dimensions are in the same universe


15Merging dimensions from multiple data providersCreating, editing and deleting merged dimensions

1. With a Web Intelligence document open, click the arrow next to Documenton the main toolbar above the report.

2. Select Properties.The "Document Properties" dialog box appears.

3. Select Auto-merge dimensions.

To edit a merged dimension

1. Right-click the merged dimension in theAvailable Objects section of theLeft Panel then select Edit Properties on the menu to display the "CreateMerged Dimension" dialog box.

2. Type the merged dimension name in the Merged Dimension Name inthe Merged Dimension dialog box.

3. Type the description in the "Description" box.4. Select the dimension that provides default properties for the merged

dimension in the "Source Dimension" dialog box.

To delete a merged dimension

1. Select the merged dimension in theAvailable Objects section of the LeftPanel.The Merge button at the top of the Left Panel becomes the Unmergebutton when you select a merged dimension.

2. Click Unmerge.

Understanding the effects of mergeddimensions

Data synchronization through merged dimensions adds enormous power toWeb Intelligence. Merged dimensions also have implications for the resultsthat Web Intelligence displays in certain situations. You need to understandthese implications to work effectively with merged dimensions andsynchronized data.


Merging dimensions from multiple data providers15 Understanding the effects of merged dimensions

Synchronizing data providers with differentaggregation levels

You can synchronize data providers with different aggregation levels. Thiscan have implications for the way in which Web Intelligence calculatesmeasures.

Example: Synchronizing data providers with different aggregation levels

In this example you have two data providers as follows:

RevenueYearCustomer

15002004Jones

20002005Jones

12002005Smith

Number of salesCustomer

12Jones

10Smith

If you merge the two data providers and the table properties Avoidduplicate rows aggregation and Show rows with empty dimensionvalues are unchecked, Web Intelligence returns the following:

Number of salesRevenueYearCustomer

1215002004Jones

1212002005Jones

1012002005Smith


15Merging dimensions from multiple data providersUnderstanding the effects of merged dimensions

Web Intelligence cannot determine the number of sales per year forcustomer Jones because the data provider that stores the number of salesdoes not break them down by year. Web Intelligence therefore reproducesthe total number of sales on each row.

Note:Although the Number of Sales values are duplicated, if you add a standardcalculation to the bottom of the column (for example a Sum or Averagecalculation), the result is correct.

One way of adressing this issue is to add the dimensions to the seconddata provider that allow Web Intelligence to calculate to the appropriatelevel of data. If this is not possible, you must be aware of any situationswhere Web Intelligence cannot aggregate the data to the necessary levelof detail.

Detail objects and merged dimensions

Detail objects are associated with dimensions and provide additionalinformation about the dimension.

Web Intelligence XI R2 requires a one-to-one relationship betweendimensions and details (this means that a detail object can have one valueonly for each value of its associated dimension) and does not take detailobjects into account when synchronizing data. The following exampleillustrates why this is necessary.

Previous versions of Web Intelligence, as well as Desktop Intelligence andBusinessObjects, allow a one-to-many relationship between dimensions anddetails. If you migrate a report created using any of these products and thedetail object contains multiple values, Web Intelligence places the#MULTIVALUE error in the detail cell.

Example: Synchronizing data providers with detail objects

In this example you have two data providers, and [Address] is a detail objectrelated to [Customer]:



RevenueAddressCustomer

10000LondonJohn

15000LiverpoolPaul

Telephone NumberCustomer

1234John

5678Paul

If you create a merged Customer dimension to synchronize the dataproviders, and Address can have more than one value for each customer,the result is ambiguous because there is no common value around whichWeb Intelligence can synchronize the data.

For example, Paul might have addresses in Liverpool and London, whichmeans that there is no unique ‘Paul’ row with which Web Intelligence cansynchronize Paul's telephone number. Paul has a different telephonenumber for each address, and Web Intelligence does not know whichaddress to associate with the telephone number:

Telephone NumberAddressCustomer

1234LondonJohn

5678#MULTIVALUEPaul

If the relationship between Customer and Address is one-to-one, WebIntelligence can ignore Address in the synchronization. This removes theambiguity:


1234LondonJohn




5678LiverpoolPaul

Incompatible objects and merged dimensions

As a general rule, Web Intelligence does not allow you to place dimensionsfrom different data providers in the same table. This is to avoid Cartesianproducts (the display of all possible combinations of values from unrelatedobjects) or other ambiguous results, depending on the universe structure.

You can always place measures from different data providers in a table. WebIntelligence calculates the measure depending on what dimensions areavailable. For example, if you place a measure in a table that contains nodimensions from the same data provider as the measure, Web Intelligencedisplays its total value in the table.

You can place a merged dimension in a table as long as the table containsother dimensions from a data provider that participates in the merge. Youcan also place details from different data providers in a table, as long as thedetails are associated with dimensions that participate in a merged dimension.

In certain situations, it can be valid to place a dimension from another dataprovider in a table, even when Web Intelligence does not permit this. Thisoccurs when the incompatible dimension has a one-to-one or one-to manyrelationship with a dimension already in the table. The important point is thatthere is only one value of the incompatible dimension associated with thedimension in the table (one-to-one). On the other hand, the same value ofthe incompatible dimension can be associated with multiple values of thedimension in the table (one-to-many).

In the table below, the relationship between Address and Name conformsto these rules: Address has a one-to-one or one-to-many association withName. There is no one-to-many association in the other direction, betweenName and Address (one name with more than one address):



Incompatible dimension (Address)Dimension in table (Name)

LondonJohn

LondonPaul

LiverpoolGeorge

In this case the universe design is incorrect - the incompatible dimension(Address) should be defined as a detail of the dimension in the table (Name).If you encouter this situation, see your Business Objects administrator andask for a redesign of the universe.

If it is not practical to change the universe, create a variable at the reportlevel. Define this variable as a detail, associate it with the dimension in thetable, and supply the name of the incompatible dimension as the variabledefinition. The variable simply returns the same values as the incompatibledimension. Because it is defined as a detail of the dimension in the table,Web Intelligence allows you to place it in the same table as the dimension.

Filtering merged dimensions

Merging dimensions has implications for the way in which Web Intelligenceapplies filters.

Note:You cannot apply a filter a on merged dimension. You apply filters on thedimensions that make up the merged dimension.

Report filters and merged dimensions

When you apply a report filter to a dimension that is part of a mergeddimension, Web Intelligence applies the filter to all data providers that aresynchronized through the merged dimension.

Example: Filtering a merged dimension

In this example you have a report with the following data providers, whichare merged on the Country dimension



RevenueResortCountry

835,420French RivieraFrance

971,444Bahamas BeachUS

1,479,660Hawaiian ClubUS

Future GuestsCountry

46France

56US

If you apply the filter Country= ?US ? to the first block, Web Intelligencealso filters the second block to give the following result:

Future GuestsCountry

56US

If the Country dimensions are not merged the second block is unaffectedby the filter.

Section filters and merged dimensions

When a dimension that is part of a merged dimension is set as a sectionheader, any filter applied to the section also applies to blocks fromsynchronized data providers within the section.

Related Topics• Filtering a merged dimension on page 159



Block filters and merged dimensions

When you apply a block filter to a dimension that is part of a mergeddimension, Web Intelligence applies the filter to the block. Web Intelligencedoes not apply the filter to other data providers synchronized through themerged dimension.

Drilling on merged dimensions

When you merge dimensions, the new merged dimension belongs to thehierarchies of all dimensions involved in the merge.





Ranking report data

16

Ranking dataRanking allows you to isolate the top and bottom records in a set based ona variety of criteria. For example, if you have a block showing countries andassociated revenues, ranking allows you to rank the data in the block to showthe top 3 countries only, based on the revenue they generate.

Ranking allows you to answer business questions such as:

• Which 3 regions generate the most revenue?• Which are the bottom 10% of stores in terms of revenue generation?• What is the group of the best-performing stores that generates a combined

revenue of up to $10,000,000?

Web Intelligence allows you to rank data in many ways to answer these kindsof business questions. You can:

• rank the top and/or bottom n records by dimension (for example Country)based on the sum of a related measure (for example Revenue)

• rank the top and/or bottom n% of the total number of records by dimensionbased on the value of a related measure as a percentage of the totalvalue of the measure

• rank the top and/or bottom n records by dimension based on thecumulative sum of a related measure

• rank the top and/or bottom n records by dimension based on the valueof a related measure as a cumulative percentage of the total value of themeasure

Rankings and sortsWeb Intelligence sorts data as part of applying a ranking. For example, ifyou rank the top 3 stores by revenue, Web Intelligence sorts the stores indescending order by revenue generated.

The sorts that Web Intelligence applies in rankings take precendence oversorts that you have previously applied to your data. For example, if you havepreviously sorted the list of stores in alphabetical order, Web Intelligenceoverrides this sort when applying the ranking.


Ranking report data16 Ranking data

Tied rankingsWeb Intelligence assigns equal ranking values to tied rankings and pushesback the ranking values of the rows after the tie. This means that a bottomn ranking can return more than n records.

Example: Top and bottom tied rankings

The following table shows a tied ranking. The Top 3 ranking column showshow Web Intelligence ranks these records in a top 3 ranking; the Bottom 3Ranking column shows how Web Intelligence ranks these records in abottom 3 ranking.

Bottom 3 Rank-ingTop 3 RankingMeasureDimension

1410A

2320B

3130C

3130D

In each case Web Intelligence includes records up to and including rank3. This results in the following for a top 3 ranking:

MeasureDimension

30D

30C

20B

It results in the following for a bottom 3 ranking:


16Ranking report dataTied rankings

MeasureDimension

10A

20B

30C

30D


Ranking report data16 Tied rankings

Ranking parametersDescriptionParameter

When the calculation mode is Count,the ranking returns the top/bottom nrecords based on the measurespecified in the Based on parameter.For example, the top 3 countries byrevenue generated, the bottom 3year/quarter combinations by rev-enue generated.

When the calculation mode is Per-centage, the ranking returns thetop/bottom n% of the total number ofrecords based on the measurespecified in the Based on parameter.For example, if there are 100 recordsand you rank the top 10%, the rank-ing returns the top 10 records.

When the calculation mode is Cumu-lative Sum, the ranking returns thetop/bottom records for which the cu-mulative sum of the measure speci-fied in Based on does not exceed n.

When the calculation mode is Cumu-lative Percentage, the ranking returnsthe top/bottom records for which thecumulative sum of the measurespecified in Based on does not ex-ceed n% of the total of the measure.

Top/bottom


16Ranking report dataRanking parameters

DescriptionParameter

When the calculation mode is Count- the number of records to retrievebased on the measure.

When the calculation mode is Per-centage - the percentage of recordsto retrieve based on the measure.

When the calculation mode is Cumu-lative Sum - the cumulative sum thatthe measure must not pass.

When the calculation mode is Cumu-lative Percentage - the cumulativesum of the measure, represented asa percentage of the total, that themeasure must not pass.

n/n%

The measure on which the ranking isbased.Based on

The ranking dimension. If you specifya ranking dimension, Web Intelligenceuses the aggregated values of theBased on measure, calculated for thedimension, to determine the ranking. Ifyou do not specify this dimension, WebIntelligence uses the values of theBased on measure calculated for alldimensions in the block. (In otherwords, Web Intelligence returns thetop/bottom X rows in the block basedon the measure.)

Ranked By

The type of calculation used to createthe ranking. See the description of theTop/Bottom and n/n% parameters atthe top of this this table for more infor-mation.

Calculation mode


Ranking report data16 Ranking parameters

Example of a ranking

A table contains the following data:

RevenueQuarterYear

100Q12006

200Q22006

300Q32006

500Q42006

400Q12007

700Q22007

300Q32007

600Q42007

200Q12008

200Q22008

400Q32008

500Q42008

Total for Q1: 700

Total for Q2: 1100

Total for Q3: 1000

Total Q4: 1600

If you rank the top 2 of each Quarter based on Revenue, Web Intelligencefilters out all the rows for Q1 and Q3 because Q4 and Q2 have the highestaggregate revenues.


16Ranking report dataRanking parameters

Ranking and data orderYou cannot rank on an object whose values depend on the data order. Thisis because the ranking changes the data order, which in turn changes theobject data, which then requires Web Intelligence to recalculate the ranking.The result is a circular dependency between the ranking and the object thatWeb Intelligence cannot resolve.

If you create a rank on a measure whose values depend on the data order,for example a measure that that uses the Previous function or any of therunning aggregate functions such as RunningSum, Web Intelligence displaysthe #RANK error message in all cells in the block.

Ranking workflowsThere are two ways of ranking data in Web Intelligence. You can:

• create a ranking by using the Web Intelligence interface• use the Rank function to return a ranking value

When you rank the data in a block by using the Web Intelligence interface,you tell Web Intelligence to sort and filter the data in the block according tothe rank. For example, if you rank the top 3 countries in a block by revenue,Web Intelligence sorts the countries in descending order by revenue, thenfilters the block to remove all countries other than the 3 with the highestrevenue.

Note:When you create a ranking using the interface, Web Intelligence uses theRank function behind the scenes to assign ranking values.

To create a ranking

1. Select the block that you want to rank.2. Click Rank.

The "Create Rank" dialog box appears

3. Click Top and select the number of records if you want to rank the highestrecords in the block.


Ranking report data16 Ranking and data order

4. Click Bottom and select the number of records if you want to rank thelowest records in the block .

5. Select the measure on which the ranking is based in the Based on list.6. Click Ranked By and select the dimension on which the ranking is based

if you want to rank by a particular dimension rather than by all dimensionsin the block.

7. Select the rank calculation mode in the Calculation mode list.8. Click OK.

Ranking examplesIn the following examples, you have a dimension, Region, and a measure,Revenue, which give the following values:

% of Total RevenueRevenueRegion

7%1000000South East

13%2000000South West

20%3000000North East

24%4000000North West

33%5000000Central

Example: Rank the top 3 regions by revenue generated

1000000

ValueParameter

TopTop/Bottom

3n/n%


16Ranking report dataRanking examples

ValueParameter

Region (or unspecified because regionis the only dimension in the block andtherefore the default ranking dimen-sion)

For Each

RevenueBased on

CountCalculation mode

This ranking gives the following result:

RevenueRegion

5000000Central

4000000North West

3000000North East

To calculate this ranking, Web Intelligence:

• sorts the records in descending order• displays the top 3 records

Example: Rank the bottom 40% of regions by revenue

To perform this ranking you set the following parameters

ValueParameter

BottomTop/Bottom

40%n/n%

RegionFor Each


Ranking report data16 Ranking examples

ValueParameter

RevenueBased on

PercentageCalculation mode


RevenueRegion

1000000South East

2000000South West

To calculate this ranking, Web Intelligence:

• sorts the records in ascending order• works through the records until 40% of the total number of records are

displayed

Example: Rank the top regions whose cumulative revenue is less than orequal to 10,000,000

To perform this ranking you set the following parameters:

ValueParameter

TopTop/Bottom

10000000n/n%

RegionFor Each

RevenueBased on

Cumulative sumCalculation mode




RevenueRegion

5000000Central

4000000North West

To calculate this ranking, Web Intelligence:• sorts the records in descending order• works through the records until it reaches the record that causes the

the cumulative total of the measure to pass 10,000,000• includes those records that do not cause the cumulative total to pass

10,000,000

Example: Rank the bottom regionswhose cumulative revenue is less thanor equal to 30% of the total revenue

To perform this ranking you set the following parameters:

ValueParameter

BottomTop/Bottom

30%n/n%

RegionFor Each

RevenueBased on

Cumulative percentageCalculation mode


RevenueRegion

1000000South East



RevenueRegion

2000000South West

To calculate this ranking, Web Intelligence:• sorts the records in ascending order• works through the records until it reaches the record that causes the

cumulative total of the measure, expressed as a percentage of the overalltotal of the measure, to exceed 30%

• displays those records that do not cause the cumulative percentage topass 30%





Tracking changes in data

17

Tracking changes in your dataTo make informed and effective business intelligence decisions, you needto understand how the data on which you base those decisions changesover time. Web Intelligence allows you to track and display data changes tohelp you focus your analysis on key areas and avoid wasting time exploringirrelevant data.

When you track data changes, you select a particular data refresh as areference point. This data is known as the reference data. When you displaythe data changes, Web Intelligence places your current data in context byshowing how it relates to the reference data.

Here are some examples of the usefulness of data tracking:

• If an outlet no longer appears in a list of the top outlets by sales, WebIntelligence displays the outlet as deleted from the list. You can use thisinformation to investigate why the outlet is no longer a top performer.

• If sales have decreased in a region, data tracking displays the decrease.You can then drill down into the data for the region to understand whyrevenue is falling.

In both these cases, data tracking makes the current data more meaningfulby placing it in context with old data. Without this context it is much moredifficult to identify trends.

Types of data changeWeb Intelligence allows you to track the following types of data change:

• added data• removed data• modified data• increased data• decreased data

You configure the display of these changes through the Web Intelligenceinterface or the Web Intelligence formula language. The formula languageprovides advanced users with additional power and flexibility in displayingand formatting changed data.


Tracking changes in data17 Tracking changes in your data

Data tracking modes

Automatic data tracking mode

In automatic data tracking mode, Web Intelligence always compares thecurrent data with the data before the last refresh. To do this, Web Intelligencesets the current data as the reference data just before each refresh. Thereference data is always one refresh behind the current data.

Automatic data tracking is appropriate for scheduled documents when youwant to compare the current data with the data before the last refresh.

Manual data tracking mode

In manual data tracking mode, you select the reference data. Web Intelligencecontinues to use this data as a reference point until you update the referencepoint.

To activate data tracking1. Click Track on the main toolbar to display the "Activate Data Tracking"

dialog box.2. Select options in the dialog box.

DescriptionOption

The current data becomes the reference dataafter each data refresh. The report alwaysshows the difference between the most re-cent data and the data before the last refresh.

Auto-update the referencedata with each data refresh

The current data becomes the fixed referencedata and remains the reference data afterfurther data refreshes. The report alwaysshows the difference between the most re-cent data and this fixed reference data.

Use the current data as ref-erence data

3. Click "Refresh Now" to refresh the data when the dialog box closes.


17Tracking changes in dataData tracking modes

4. Click OK

To change the reference data1. Click Data Tracking Options on the main toolbar, or click the

Auto-update/Fixed Data hyperlink in the status bar to display the "DataTracking Options" dialog box.

2. Select the Reference Data tab.3. Select options.

DescriptionOption

The current data becomes the reference dataafter each data refresh. The report alwaysshows the difference between the most re-cent data and the data before the last refresh.

Auto-update the referencedata with each data refresh

The data you select becomes the fixed refer-ence data and remains the reference dataafter further data refreshes. The report al-ways shows the difference between the mostrecent data and this fixed reference data.

Use fixed reference datafrom

Displaying changed data

To display or hide changed data

• Click Hide Changes/Show Changes (the button tooltip text variesdepending on whether changed data is currently visible) to the right ofTrack on the main menu.

Configuring the appearance of changed data

You can configure the appearance (font style, size and color) of changeddata in your document. You can seperately configure the appearance of thefollowing changes:

• Inserted, deleted and changed dimension and detail values


Tracking changes in data17 To change the reference data

• Increased or decreased measure values

Measure values can also adopt the formatting of inserted or deleteddimension values. For example, if a dimension value disappears from a listof values in a block, and the block also shows a measure value for thedimension, both the dimension and measure values appear as deleted data.

Your Business Objects administrator defines the default appearance ofchanged data in the Central Management Server. When you configure theappearance of changed data in Web Intelligence, you override the CMSdefaults.

To configure the appearance of changed data

1. Click Data Tracking Options on the main toolbar to display the "DataTracking Options" dialog box.

2. Select the Format tab.3. Select each type of changed data you wish to display and click "Format"

to specify how you want the changes to appear.

How changed data is displayed in blocks

Example: Changed data in a simple block

This example uses a document with a block showing [Country], [Year] and[Revenue]. The original data was as follows:

RevenueYearCountry

10002003France

20002004France

10002002Japan

12002002Poland

After a refresh, the data is as follows:


17Tracking changes in dataDisplaying changed data

RevenueYearCountry

30002004France

9002003Japan

8002002Poland

9002004UK

When data tracking is activated and data changes displayed, the blockappears as follows:

FormattingRevenueYearCountry

[deleted data format-ting on all cells]10002003France

[increased data format-ting on Revenue cell]30002004France

[deleted data format-ting on all cells]10002002Japan

[inserted data format-ting on all cells]9002003Japan

[decreased data format-ting on Revenue cell]8002002Poland

[inserted data format-ting on all cells]9002004UK

• The rows showing revenue for France in 2003 and Japan in 2002 representdata that no longers exist after the refresh.

• The revenue for France in 2004 has increased.• The revenue for Poland in 2002 has decreased.


Tracking changes in data17 Displaying changed data

• The rows showing revenue for Japan in 2003 and the UK in 2004 appearedafter the refresh.

How changed data is displayed in reports withmerged dimensions

Web Intelligence displays a dimension as changed only if all the dimensionsthat participate in the merge are changed.

Example: Changed data and merged dimensions

In this example, Country is a merged dimension containing the Countrydimensions from two data providers. Before data refresh, the data is asfollows:

Sales (DP2)Country (DP2)Revenue (DP1)Country (DP1)

5000US10000US

4000France

3000UK5000UK

1000Germany1000Germany

After a data refresh, the data becomes:

Sales (DP2)Country (DP2)Revenue (DP1)Country (DP1)

4000US10000US

3000France4000France

4000UK6000UK

2000Poland



When displayed in a block with the merged Country dimension and datachanges displayed, the data appears as follows:

FormattingSalesRevenueCountry

[decreased data format-ting on Sales cell]400010000US

[inserted data format-ting on Revenue cell]30004000France

[increased data format-ting on Revenue andSales cells]

40006000UK

[deleted data format-ting on all cells]10001000Germany

[inserted data format-ting on Country andRevenue cells]

2000Poland

In the France row, France does not appear as inserted because a Francerow was not inserted in both data providers. Revenue appears as insertedbecause it is a new measure value after the data refresh.

In the Poland row, Poland appears as inserted because it is a newdimension value after the data refresh.

How changed data is displayed in sections

Example: Changed data in a report with sections

In this example you have a document with a block showing [Country], [Year]and [Revenue]. The original data was as follows:



RevenueYearCountry

10002003France

20002004France

10002002Japan

12002002Poland

2003US

2004US

After a refresh, the data is as follows:

RevenueYearCountry

30002004France

9002003Japan

8002002Poland

9002004UK

If you create a section on [Country] and display data changes, the reportappears as follows:

France [no formatting]

FormattingRevenueYear

[deleted data formatting on allcells]10002003




[increased data formatting onRevenue cell]30002004

Japan [no formatting]


[deleted data formattingon all cells]10002002

[inserted data formattingon all cells]9002003

Poland [no formatting]


[decreased data format-ting on Revenue cell]8002002

UK [inserted data formatting]


[inserted data formattingon all cells]9002004

Web Intelligence displays the data in the section header in either of two ways,depending on the changes in the data in the section:

• If all the rows in the block in the section have changed in the same way,the section header is displayed with the same formatting as the rows.



• If the rows have changed in different ways, or only some rows havechanged, the section header retains its default format.

Howchangeddata is displayed in blockswith breaks

When a block contains a break and the Center value across break blockproperty is set, Web Intelligence displays the centered value according rulessimilar to those for section headers.

• If all the rows in the break have changed in the same way, the centeredvalue is displayed with the same formatting as the rows.

• If the rows have changed in different ways, or only some rows havechanged, the centered value retains the default formatting.

How changed data is displayed in charts

When the data in a chart has changed, Web Intelligence displays a changeddata icon above the chart. When you click the icon, Web Intelligence changesthe chart to a table to allow you to see the details of the changes.

Data tracking limitationsIf the data provider behind a document is changed, or if the document datais cleared, Web Intelligence no longer displays changed data. If the dataprovider is changed, the current version of the document is no longercompatible with the reference version. If the data is cleared, the old data nolonger exists for comparison.

As a result, the following actions are incompatible with data tracking:

• Drill out of scope• Query drill• Deleting a query• Any modification (including modifications to security rights) that changes

the SQL generated by a data provider• Purging the document

When you perform any of these actions, Web Intelligence clears the datahistory of the document. It does so because these actions are incompatible


17Tracking changes in dataData tracking limitations

with the display of changed data. For example, if you modify a query, thedata in the document changes because of the modification. Any comparisonbetween this data and old data generated from a different query is misleading.

Data tracking and drill

When you use query drill or drill out of scope, Web Intelligence clears thedata history because these actions change the data provider. This shouldnot affect you because, when you start to drill, you have already identifiedthe data that requires further analysis. Data tracking has served its purposeand you can now continue with your data analysis.

Data tracking and Refresh on Open

When a document is set to refresh its data on opening (when the Refreshon open document property is selected), data tracking does not display thedifference between the data prior to the refresh and the data after the refresh.Web Intelligence treats the data after the refresh as new data because therefresh purges the document.

Using the Web Intelligence formulalanguage to track changed data

When you use the Web Intelligence interface to configure the display ofchanged data, Web Intelligence builds special behind-the-scenes alertersto display the changes. These special alerters do not appear in the list ofstandard alerters.

The Web Intelligence formula language allows you to build your own customalerters for formatting data changes. You can also use the formula languageto include special calculations based on data changes. For example, youcan include a calculation to show the difference between the previous valueand the current value of a measure.


Tracking changes in data17 Using the Web Intelligence formula language to track changed data

The RefValue function

The Web Intelligence formula language provides access to changed datathrought the RefValue function. This function gives the value of the referencedata for a measure. If there is no reference data, the function returns null.

For example, if the [Revenue] measure currently has the value 1000, andits reference value is 900, the formula RefValue([Revenue]) returns 900.

The RefValueDate function

The RefValueDate function returns the date of the reference data used fordata tracking.

Building formulas using the RefValue function

You can use the RefValue function to build formulas that give informationabout the current data in relation to the reference data.

Example: Finding the difference between the reference value and thecurrent value

The following formula returns the difference between the reference valueand the current value of the [Revenue] measure:

=If(Not(IsNull([Revenue])) Or Not (IsNull(RefValue([Revenue]))); [Revenue]-RefValue([Revenue]))

The following table shows data before a data refresh:

RevenueCustomer

2000Johnson

3000Smith


17Tracking changes in dataUsing the Web Intelligence formula language to track changed data

RevenueCustomer

3500Wilson

After refresh, the data changes as follows:

RevenueCustomer

3000Johnson

2500Smith

Placed in a third column, the formula returns the following figures:

DifferenceRevenueCustomer

10003000Johnson

-5002500Smith

3500Wilson

Changeddata and the calculation contextWhen data tracking is activated, Web Intelligence displays data as changedonly when the calculation context remains the same.

For example, if a measure value changes because you change the calculationcontext of a block, the new value is not flagged as changed.


Tracking changes in data17 Changed data and the calculation context

Example: Changing the calculation context

In this example you have a block showing [City], [Customer] and [Revenue]as follows:

RevenueCustomerCity

1000SmithSan Francisco

2000JonesSan Francisco

3000WilsonLos Angeles

4000HarrisLos Angeles

If you remove [Customer] from the block, Web Intelligence aggregatesrevenue by city:

CustomerCity

3000San Francisco

7000Los Angeles

Web Intelligence does not display the revenues as increased because theamount of revenue has not changed. Only the calculation context haschanged - revenues are now aggregated by city only, giving higher figures.

If, after a data refresh, Jones’ revenue falls to 1000 and Wilson’s revenuerises to 4000, the data appears as follows:

CustomerCity

2000San Francisco

8000Los Angeles


17Tracking changes in dataChanged data and the calculation context

Web Intelligence now displays the data as changed because, independentlyof the change of calculation context, the total revenue for San Franciscohas decreased and the total revenue for Los Angeles has increased.


Tracking changes in data17 Changed data and the calculation context

Linking to other documents

18

Linking to other documentsCells in Web Intelligence documents can be defined as hyperlinks. WebIntelligence hyperlinks are similar to the hyperlinks found on the World WideWeb that allow you to open a different web page from the page you arecurrently viewing.

When you click a cell that contains a hyperlink, Web Intelligence opens thetarget document specified in the link. The target document can be a WebIntelligence document, a Crystal Reports document, a site on the world wideweb, or any resource accessible through a hyperlink.

Hyperlinks can be either static or dynamic. A static hyperlink always links tothe same document in the same way. A dynamic hyperlink can link differentlydepending on the data in the document containing the hyperlink.

You can create different types of hyperlink:

• A cell where the cell text is the hyperlink text.• A cell with an associated hyperlink.• A link to another document in the CMS.

Cell text defined as a hyperlink

When you define the text in a cell as a hyperlink, the cell text itself becomesthe hyperlink text. For example, if you define a free-standing cell containingthe text http://www.businessobjects.com as a hyperlink, clicking on thecell takes you to the Business Objects web page.

This method is best suited for static hyperlinks, where the text in the cellalways remains the same and links to the same resource in the same way.

Note:It is possible to make this type of hyperlink dynamic by using the WebIntelligence formula language to change the cell text based on report data.

To define cell text as a hyperlink

1. Type the hyperlink text in the cell.


Linking to other documents18 Linking to other documents

2. If you are using Web Intelligence Interactive, right-click the cell and selectHyperlink > Read content as hyperlink from the menu.

Note:You can also right-click the cell and select Format > Cell from the menuto display the "Format Cells" dialog box, then select Read content asand select Hyperlink from the list.

3. If you are using the Java Report Panel, click the cell then set the Display> Read cell content as cell property to Hyperlink.

A hyperlink associated with a cell

When you associate a hyperlink with a cell, you define a hyperlink that WebIntelligence uses to link to the source document when the cell is clicked. Thecell text itself is not the hyperlink.

This is the recommended method for creating dynamic hyperlinks, for thefollowing reasons:

• It is specially tailored for working with the parameters in dynamichyperlinks.

• It shields you from the complexity of hyperlink syntax - you define yourhyperlink using a graphical interface and Web Intelligence generates andmanages the hyperlink behind the scenes.

• It allows you to define hyperlink text that is different from the cell text.

To add a hyperlink to a cell

1. Right-click the cell and select Hyperlink > New to display the "CreateHyperlink" dialog box.

2. Select Link to web page on the left of the dialog box. (Web IntelligenceInteractive only.)

3. Type or paste the hyperlink text into the box.4. Click Parse to extract the hyperlink parameters into the Customize URL

parameters area (which is not visible until you click Parse).


18Linking to other documentsLinking to other documents

Dynamic hyperlinks contain parameters whose values can change.Parameters appear as name=value parts at the end of the hyperlink afterthe question mark. For example, the URL

http://salesandproductreport/default.asp?reportname=products

contains one parameter, reportname, whose value is “products ?.

After you click Parse, each parameter appears on a separate line withthe parameter name on the left and the parameter value on the right. Thestatic part of the hyperlink (the part without the parameters) appears inthe Main section.

5. To tell Web Intelligence to supply data from formulas or variables asparameter values, click the arrow next to each parameter value and selectan option.

DescriptionOption

You build a formula in the Formula Editor to supply the for-mula output as the parameter value.

Build formu-la

You choose the object from the list in the "Select Object"dialog box to supply its value as the parameter value.

Select object

Note:When you modify a parameter, Web Intelligence modifies the full hyperlinksyntax in the box at the top of the screen.

6. To add or remove a parameter, modify the hyperlink syntax, then clickParse.

Note:You cannot add or remove parameters directly in the parameter list in theCustomize URL parameters area. You must modify the URL syntaxdirectly.

7. Click the arrow next to Cell content to change the text displayed in thehyperlink cell and choose one of the options.



DescriptionOption

You build a formula in the Formula Editor to supply the for-mula output as the cell content.

Build formu-la

You choose the object from the list in the "Select Object"dialog box to supply its value as the cell content.

Select object

8. Type the tooltip text in the Tooltip box or build a dynamic tooltip by usingthe Build formula or Select variable options.

DescriptionOption

You build a formula in the Formula Editor to supply the for-mula output as the tooltip.

Build formu-la

You choose the object from the list in the "Select Object"dialog box to supply its value as the tooltip.

Select object

The tooltip appears when you hover your mouse pointer over the cellcontaining the hyperlink.

9. Click the arrow next to Target window to define how the target URLappears.

DescriptionOption

The target URL replaces the Web Intelligence documentcontaining the hyperlink in the current window.

Current win-dow

The target URL opens in a new browser window.New window

A link to another document in the CMS

You link to another document in the CMS using the "Create Hyperlink" dialogbox (Web Intelligence Interactive only). When you create the link, WebIntelligence builds a formula using the OpenDocument function based on thechoices you make in the dialog box.



Note:You can work with the OpenDocument function directly by typing the syntaxinto a cell.

To link to another document in the CMS

1. Right-click the cell where you want to create the link and select Hyperlink> New from the menu to display the "Create Hyperlink" dialog box.

2. Select Link to a document on the left of the dialog box.3. Click Browse and select the target document in the Choose Document

dialog box, or type the document ID in the Document ID box.4. Click Refresh on open if you want Web Intelligence to refresh the data

of the target document when the hyperlink is selected.5. Click Link to document instance, then select an option from the drop

down-list , to link to an instance of the selected document.

DescriptionOption

The hyperlink opens the most recent instance.

Note:You cannot specify parameter values in the hyperlinkwhen you choose this option.

Most recent

The hyperlink opens the most recent instance ownedby the current user.

Note:You cannot specify parameter values in the hyperlinkwhen you choose this option.

Most recent - cur-rent user

The hyperlink opens the most recent instance whoseprompt values correspond to the values passed bythe hyperlink.

This option is useful when you want to link to alarge document that contains prompts.

Most recent -matching promptvalues

6. Click Report name and select the name of the report to link to a specificreport.



7. Click Report part, then click Select and right-click the report part (forexample a table), to link to a specific part of a report.

8. If you selected Report part, select Display report part only open thereport part only in the target document, or Position at report part (fulldocument available) to focus on the report part but display the wholereport in the target document.

9. For each prompt in the Document prompts section, select one of thefollowing options from the drop-down list:

DescriptionOption

You use the Formula Editor to build a formula to pass avalue to the prompt.

Build formula

You select an object whose value is passed to the prompt.Select object

The user specifies a value for the prompt when they clickthe hyperlink.

Prompt userat runtime

You configure the hyperlink to not pass a parameter to thetarget document, and the target document opens with thedefault value for the prompt. The default value is either thelast value specified for the prompt, or the default specifiedin the document.

Usedocumentdefault

10. Choose Build Formula or Select Variable from the Cell content list tospecify the content of the hyperlink cell.

DescriptionOption

You build a formula in the Formula Editor to supply the for-mula output as the cell content.

Build Formu-la

You choose a variable from the list in the "Select an Object"dialog box to supply its value as the cell content.

Select Vari-able

11. Type the tooltip text in the Tooltip box or build a dynamic tooltip by usingthe Build formula or Select object options.



DescriptionOption

You build a formula in the Formula Editor to supply the for-mula output as the tooltip.

Build formu-la

You choose the variable from the list in the "Select an Object"dialog box to supply its value as the tooltip.

Select object

The tooltip appears when you hover your mouse pointer over the cellcontaining the hyperlink.

12. Select New window or Current window from the Target window list todetermine how the target document opens.

DescriptionOption

The document opens in a new browser window.New window

The document opens in the current browser window andreplaces the document containing the hyperlink.

Target win-dow

Document instances and values passed to prompts

Hyperlinks supply values to prompts in the target document in two ways: bypassing values directly to prompts, or by opening a document instance basedon passed values.

In the first case, the hyperlink feeds values directly to the prompts in thetarget document. In the second case, Web Intelligence opens the documentinstance whose stored prompt values correspond to the values passed bythe hyperlink.

It is more efficient to choose a document instance based on passedparameters if the target document is large.

Certain combinations of instance and parameter settings are incompatibleor mutually dependent, as described in the following table:



Impact on parameter settingInstance setting

The hyperlink does not pass parame-ter values. All parameters are set toUse document default and cannotbe modified.

Most recent

The hyperlink does not pass parame-ter values. All parameters are set toUse document default and cannotbe modified.

Most recent - current user

You must specify at least one param-eter value. Without at least onespecified value, the hyperlink returnsan error when clicked.

The error occurs because the hyper-link is designed to retrieve an in-stance based on parameter values,but no value is provided for compari-son against the instance.

Most recent - matching prompt values

Related Topics• Linking to large documents on page 201

Linking to large documents

When the target document contains a large amount of data, it is more efficientto link to an instance than to open and retrieve the document with a passedparameter value. You can schedule and pre-retreive multiple instances withdifferent parameter values. This allows the document to be scheduled andpre-retrieved in advance with different parameter values.

When you click the hyperlink, Web Intelligence opens the appropriatepre-retrieved instance rather than using the passed value to open thedocument and retrieve the data.



Example: Linking to a large sales report

In this example you link to a large sales report that retrieves sales by region.The report has a parameter that allows the user to select the region. Thereare four regions - North, South, East, and West.

Your source document has a [Region] dimension. You do the following:

• Configure the hyperlink to pass the value of [Region] as a parameter• Create four instances of the sales report, one for each value of [Region]• Schedule these instances for pre-retrieval• Configure the hyperlink to open the latest instance whose parameter value

matches the value passed by the hyperlink

Assuming that the document has a [Region] dimension, the settings are asfollows:

Latest value matchLink to document instance setting

[Region]Most recent - matching prompt values

Working with hyperlinks

To link to another document from a hyperlink

To link to another document from a hyperlink, the hyperlink must first havebeen created.

1. Hover your mouse pointer over the cell to display the tooltip if a tooltip isdefined.

Note:If you used the Hyperlink dialog box to define the link and the FormulaBar is displayed, the hyperlink syntax generated by Web Intelligenceappears in the Formula Bar. Do not modify this syntax directly - use theHyperlink dialog box if you need to update it.

2. Click the hyperlink to open the target document.


Linking to other documents18 Working with hyperlinks

Depending on how the hyperlink is configured the target document opensin a new browser window, or it replaces the current document in thecurrent browser window.

To edit a hyperlink

1. Right-click the cell containing the hyperlink and select Hyperlink > Editfrom the menu to display the "Hyperlink" dialog box.

2. Edit the hyperlink using the "Hyperlink" dialog box.

To delete a hyperlink

• Right-click the cell containing the hyperlink and selectHyperlink >Deletefrom the menu.

Formatting hyperlink colors

You can define the colors that Web Intelligence uses to display hyperlinksthat have already been clicked (visited hyperlinks) and hyperlinks that havenot been clicked (unvisited hyperlinks).

To set hyperlink colors

1. Right-click a blank area on the report that contains hyperlinks and selectFormat Report on the menu.

2. Click the General tab.3. In the Hyperlink color section, click the arrows next to Visited and

Unvisited, then either select a predefined color or click More colors todefine a custom color.

4. Click OK.Web Intelligence applies the color settings you selected to the hyperlinksin the report.


18Linking to other documentsWorking with hyperlinks

URL Reporting using openDocumentURL reporting using openDocument provides URL access to multipledocument types by passing a URL string to a BusinessObjects Enterpriseserver. openDocument provides commands to control how reports aregenerated and displayed.

You can use openDocument in BusinessObjects Enterprise to createcross-system links to and from the following document types:

• .wid: Web Intelligence documents

• .rep: Desktop Intelligence documents

• .rpt: Crystal reports

• .car: OLAP Intelligence reports

Structuring an openDocument URL

The next sections explain how to use the openDocument function, and howto construct the URL.

An openDocument URL is generally structured as follows:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?<parameter1>&<parameter2>&...&<parameterN>

The exact syntax of the <platformSpecific> parameter depends on yourimplementation:

• For Java implementations, use openDocument.jsp in place of the<platformSpecific> parameter.

• For .NET implementations, use opendocument.aspx in place of the<platformSpecific> parameter.

The URL is constructed using the parameters listed in openDocumentparameter overview on page 207


Linking to other documents18 URL Reporting using openDocument

Joining parameters

Join parameters with the ampersand (&). Do not place spaces around theampersand. For example: sType=wid&sDocName=Sales2003

The ampersand is always required between parameters.

Spaces and special characters in parameter values

Because some browsers cannot interpret spaces, the parameters of the linkcannot contain spaces or other special characters that require URL encoding.To avoid the misinterpretation of special characters, you can define aURLEncoded string in the source database to replace the special characterwith an escape sequence. This will allow the database to ignore the specialcharacter and correctly interpret the parameter value. Note that certainRDBMS have functions that allow you to replace one special character withanother.

By creating an escape sequence for the plus sign (+), you can instruct thedatabase to interpret the plus sign as a space. In this case, a document titleSales Report for 2003 would be specified in the DocName parameter as:&sDocName=Sales+Report+for+2003&

This syntax prevents the database from misinterpreting the spaces in thetitle.

Trailing spaces in parameter values

Trim trailing spaces at the end of parameter values and prompt names. Donot replace them with a plus sign (+). The viewer may not know whether tointerpret the plus sign (+) as part of the prompt name or as a space. Forexample, if the prompt name displays:

Select a City:_

(where _ represents a space), enter the following text in the link:

lsSSelect+a+City:=Paris

where the spaces within the prompt name are replaced with the plus sign,and the trailing space is trimmed off.

For details on prompt parameters of the link, refer to openDocumentparameter overview on page 207 .


18Linking to other documentsURL Reporting using openDocument

Capitalization

All of the openDocument parameters are case sensitive.

Link length limit

The encoded URL cannot exceed 2083 total characters.

Parameter values in links to sub-reports

You cannot pass parameter values to a sub-report of a target Crystal report.

Using the lsS parameter with OLAP Intelligence reports

If the target document is an OLAP Intelligence report (.car) you can use theIsS parameter to specify prompts. The parameters are passed in as aURL-encoded string using the unique name of the parameter set up in theOLAP Intelligence report.

Example: Opening a report to a specific page

If 23CAA3C1-8DBB-4CF3-BA%2CB8%2CD7%2CF0%2C68%2CEF%2C9C%2C6F isthe URL-encoded unique name for the page parameter in the OLAPIntelligence report, you would use the following URL to open the OLAPIntelligence report to page 2:

http://<servername>:<port>/OpenDocument/<platformSpecific>?sType=car&sIDType=InfoObject&iDocID=440&lsS23CAA3C1-8DBB-4CF3-BA%2CB8%2CD7%2CF0%2C68%2CEF%2C9C%2C6F=2

Example: Opening a cube parameter

If 8401682C-9B1D-4850-8B%2C5E%2CD9%2C1F%2C20%2CF8%2C1%2C62 isthe URL-encoded unique name for the cube parameter opening thewarehouse cube in the catalogue FoodMart 2000 on MSAS, you would usethe following URL to open this cube parameter:

http://<servername>:<port>/OpenDocument/<platformSpecific>?sType=car&sIDType=InfoObject&lsS8401682C-9B1D-4850-8B%2C5E%2CD9%2C1F%2C20%2CF8%2C1%2C62=CATALOG%3DFoodMart%202000,CUBE%3Dwarehouse&iDocID=616



Using the lsM parameter with OLAP Intelligence reports

If the target document is an OLAP Intelligence report (.car) you can use theIsM parameter to specify prompts. The parameters are passed in as aURL-encoded string using the unique name of the parameter set up in theOLAP Intelligence report.

As was the case for the lsS parameter, lsM parameters are also passed inas a URL-encoded string using the unique name of the parameter set up inthe OLAP Intelligence report.

Example: Opening a report

http://<servername>:<port>/OpenDocument/<platformSpecific>?sType=car&sIDType=InfoObject&lsMADC216EA-D9A5-42B5-AE%2C21%2C84%2CA9%2CF9%2C6E%2C31%2C7=[%5BCustomers%5D.%5BCountry%5D.%26%5BMexico%5D],[%5BCustomers%5D.%5BCountry%5D.%26%5BCanada%5D]&iDocID=544

This is a memberset parameter opening up a report with Customers >Country > Mexico and Customers > Country > Canada in the view.

openDocument parameter overview

This section provides a brief overview of openDocument and includes a listof available parameters. Details about the available parameters, their specificuses, and relevant examples are also provided.

Note:The document containing the openDocument link is called the parentdocument, and it resides on the parent system. The document to which thelink points is called the target document, and it resides on the target system.

Table 18-3: Platform Parameters


Document identifier.iDocID on page 211




Document name.sDocName on page 212

Crystal object type.sIDType on page 212

The file type of target Desktop Intelligencedocument.sKind on page 213

The name of the folder and subfolder contain-ing the target document.sPath on page 213

The file type of target document or report.sType on page 214

A valid logon token for the current CMS ses-sion.token on page 214

Table 18-4: Input Parameters


Specifies a contextual prompt if there is anambiguity during SQL generation (BusinessObjects and Web Intelligence documents on-ly).

lsC on page 215

Specifies multiple values for a prompt, [NAME]is the text of the promptlsM[NAME] on page 216




Specifies a range of values for a prompt,[NAME] is the text of the prompt.lsR[NAME] on page 217

Specifies a value for a single prompt. [NAME]is the text of the prompt.lsS[NAME] on page 218

Indicates which specific instance of the targetreport to open.sInstance on page 219

In Crystal Reports, a report part is associatedto a data context.sPartContext on page 219

Indicates whether a refresh should be forcedwhen the target document or report is opened.sRefresh on page 220

For Crystal targets only, indicates whetherthe link should open the full target report orjust the report part specified in sReportPart.

sReportMode on page 221

Indicates which report to open if target docu-ment is multi-report.sReportName on page 221

Indicates which specific part of the target re-port to open.sReportPart on page 222



Table 18-5: Output Parameters


Forces the display of the prompt selectionpage.NAII on page 223

Indicates the format in which the target docu-ment is opened.sOutputFormat on page 224

Indicates the selected report viewer (CR &CA only).sViewer on page 224

Indicates whether the target report will openin the current browser window or whether anew window will be launched.

sWindow on page 225

openDocument platform parameters

This section details the openDocument platform parameters that are availableand gives examples on how to use the commands.








Note:Variables are denoted with angle brackets. You must substitute the propervalue for these variables. For example, you must use the name of your serverin place of <servername> where it is contained in the code samples below,and you must use your port number in place of <port>.

iDocID

ValuesMandatory?DescriptionSyntax

Document identifier (In-foObjectID).Yes*Document identifier.iDocID

Note:*One of sDocName or iDocID is mandatory.

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=SalesReport&iDocID=2010

Note:To obtain the document ID, navigate to the document within the CentralManagement Console (CMC). The properties page for the documentcontains the document ID and the CUID. Use this value for the iDocIDparameter.



sDocName


Document name.Yes*

Document name withoutextension

If multiple documentshave the same name,specify the correct docu-ment with iDocID.

sDocName

Note:*One of sDocName or iDocID is mandatory.

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+200

sIDType


• CUID

• GUID

• RUID

• ParentID

• InfoObjectID (de-fault)

Yes*Central ManagementServer (CMS) objectidentifier type.

sIDType

Note:*Only mandatory if the target is a Crystal report or OLAP Intelligence report(sType=rpt or sType=car) in an Object Package. Otherwise, use sPath andsDocName.



Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?iDocID=2010&sIDType=CUID

sKind


• FullClientYes*The file type of targetDesktop Intelligence doc-ument.

sKind

Note:*Only mandatory if the target is a Desktop Intelligence document. Otherwise,use sType.

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sKind=FullClient

sPath


Folder and/or subfolder:

[folder],[subfolder]Yes*

The name of the folderand subfolder containingthe target document.

sPath

Note:*Only mandatory if a value is specified for sDocName and is not unique.



Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+2005

sType


• wid

• rpt

• car

YesThe file type of targetdocument or report.sType

Note:This parameter is ignored for agnostic documents.

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid

token


The logon token for thecurrent CMS session.NoA valid logon token for

the current CMS session.token

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=Sales+in+2003&token=<logonToken>



openDocument input parameters

This section details the openDocument input parameters that are availableand gives examples on how to use the commands.







lsC


A prompt value that re-solves the ambiguity inthe SQL generation.

No

Specifies a contextualprompt if there is an ambi-guity during SQL genera-tion (Business Objectsand Web Intelligencedocuments only).

Note:Not supported by OLAPIntelligence

lsC



Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=SalesReport&iDocID=2010&lsC=Sales

lsM[NAME]


• Multiple prompt val-ues, separated by acomma. If the target isa Crystal report, eachvalue must be en-closed in squarebrackets. If the targetis a OLAP Intelligencereport, use the MDXWITH clause (refer toUsing the lsS parame-ter with OLAP Intelli-gence reports onpage 206 and Usingthe lsM parameterwith OLAP Intelli-gence reports onpage 207).

• no_value (only foroptional parameters)

NoSpecifies multiple valuesfor a prompt. [NAME] isthe text of the prompt.

lsM[NAME]

Note:You can remove an optional parameter from the prompt by setting it tono_value in the openDocument query string. If you leave an optionalparameter out of the openDocument query string, a default parameter valuewill be applied.



Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=rpt&sDocName=SalesReport&lsMSelect+Cities=[Paris],[London]

lsR[NAME]


• A range of values forthe prompt, separatedby a double period (..).If the target is a Crys-tal report, the rangemust be enclosed insquare bracketsand/or parentheses(use a square bracketnext to a value to in-clude it in the range,and parentheses toexclude it).


No

Specifies a range of val-ues for a prompt. [NAME]is the text of the prompt.

Note:Not supported by OLAPIntelligence

lsR[NAME]


Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=rpt&sDocName=SalesReport&lsRTime+Period:=[2000..2004)



lsS[NAME]


• A single prompt value(refer to Using the lsSparameter with OLAPIntelligence reports onpage 206 and Usingthe lsM parameterwith OLAP Intelli-gence reports onpage 207).


NoSpecifies a value for asingle prompt. [NAME] isthe text of the prompt.

lsS[NAME]


Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=SalesReport&iDocID=2010&lsSSelect+a+City=Paris



sInstance


• User (Link to latest in-stance owned by cur-rent user)

• Last (Link to latest in-stance for report)

• Param (Link to latestinstance of report withmatching parametervalues)

NoIndicates which specificinstance of the target re-port to open.

sInstance

Note:Use this parameter in combination with sDocName.

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sReportPart=Part1&sInstance=User

sPartContext


Data context of the reportpart.Yes*

In Crystal Reports, a re-port part is associated toa data context.

sPartContext

Note:*Only mandatory if a value is specified for sReportPart.



Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+2005&sReportPart=Part1&sPartContext=0-4-0

Note:The sReportPart and sPartContext parameters are supported with theregular DHML viewer (sViewer=html). Instead of the first page of the report,the DHTML viewer displays the page and context containing the part withthe part highlighted.

sRefresh


• Y (forces the docu-ment’s refresh)

• N (note that the re-fresh on open featureoverrides this value)

No

Indicates whether a re-fresh should be forcedwhen the target docu-ment or report is opened.

sRefresh

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=SalesReport&iDocID=2010&sRefresh=Y



sReportMode


• Full

• PartNo

For Crystal targets only,indicates whether the linkshould open the full tar-get report or just the re-port part specified in sReportPart.

sReportMode

Note:Defaults to Full if this parameter is not specified. Only applies if a value isspecified for sReportPart.

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sReportPart=Part1&sReportMode=Part

sReportName


Report name for Web In-telligence documents,sub-report for Crystal Re-ports, pages for OLAPIntelligence reports.

NoIndicates which report toopen if target documentis multi-report.

sReportName

Note:Defaults to the first report if this parameter is not specified.



Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=Sales+in+2003&sReportName=First+Report+Tab

sReportPart


Name of the report part.NoIndicates which specificpart of the target report toopen.

sReportPart

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sReportPart=Part1

Note:The sReportPart and sPartContext parameters are supported with theregular DHML viewer (sViewer=html). Instead of the first page of the report,the DHTML viewer displays the page and context containing the part withthe part highlighted.

openDocument output parameters

This section details the openDocument output parameters that are availableand gives examples on how to use the commands.









NAII


• Y (all prompts whosevalues are passedwith lsS, lsM or lsRare pre-selected)

No

Forces the display of theprompt selection page.

Note:Only supported by WebIntelligence documents.

NAII

Note:• If the document prompt values are purged, then NAII=Y raises the prompt

for any values not specified in the URL.• If the document prompt values are not purged, then NAII=Y raises the

prompt for any values not specified in the URL and pre-selects the defaultvalues.

• If all prompt values are specified in the URL, the prompt window doesnot appear even if NAII=Y is specified.

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=SalesReport&iDocID=2010&NAII=YsRefresh=Y



sOutputFormat


• H (HTML)• P (PDF)• E (Excel)• W (Word)

NoIndicates the format inwhich the target docu-ment is opened.

sOutputFormat

Note:Defaults to HTML if this parameter is not specified.

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sOutputFormat=E

sViewer


• html

• part (Crystal reportsonly)

• actx (Crystal reportsonly)

• java (Crystal reportsonly)

NoIndicates the viewer thatis used to view the docu-ment.

sViewer



Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sViewer=html

Example:

Note:In order to use parameters in the URL with the ActiveX viewer, :connect mustbe appended to the URL, followed by the parameters.

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sViewer=actx:connect&IsMCountry=[Thailand],[Norway]

sWindow


• Same (current browserwindow)

• New (new browserwindow is launched)

No

Indicates whether thetarget report will open inthe current browser win-dow or whether a newwindow will be launched.

sWindow

Example:

http://<servername>:<port>/OpenDocument/opendoc/<platformSpecific>?sType=wid&sDocName=SalesReport&iDocID=2010&sWindow=New

Contextual report linking

The openDocument feature allows you to create contextual links betweenCrystal reports, OLAP Intelligence reports and Web Intelligence documents.To do this, you construct a URL using the openDocument syntax and then



insert the URL into a Crystal report, OLAP Intelligence report or WebIntelligence document.

Contextual report linking allows report designers to specify associations fordocuments residing in either a Crystal Reports environment (unmanaged)or a BusinessObjects Enterprise environment (managed). Once theseassociations are created, users follow the resulting navigational pathsembedded in the linked documents.

This feature enables you to invoke Business Objects and Web Intelligencedocuments from Crystal Reports and vice versa. This feature relies onfunctionality that allows the user to do the following:

• Link Web Intelligence or Business Objects documents within the documentdomain.

• Link report objects in Crystal Reports.

Click the appropriate link to jump to that section:

• To insert a link into a Crystal report on page 226

• To create a link to another report or document from an OLAP Intelligencereport on page 227

• Creating links in Web Intelligence documents on page 228

To insert a link into a Crystal report

You can use openDocument to create hyperlinks in Crystal Reports. Tocreate a link to another report or document, use the Hyperlink Tab of thefield Format Editor.

1. Open the source report in Crystal Reports.2. Right-click the field in which you want to insert the openDocument link

and select Format from the shortcut menu.3. In the Format Editor, select the Hyperlink tab.4. Select A website on the Internet.5. In the “Hyperlink information ? area, leave the Website Address field

empty and click the Format Formula Editor button.



6. Enter the openDocument link in the following format:

"http://[openDocument parameters]"+{Article_lookup.Family_name}

Where [openDocument parameters] are described in openDocumentparameter overview on page 207, and the {Article_lookup.Family_name}enables the report to pass context-dependent data.

Note:Test your link in a browser window before inserting it into a report ordocument.

7. Click Save and Close to leave the Formula Workshop.8. Click OK in the Formula Editor to save the link.

To create a link to another report or document from an OLAPIntelligence report

You can use openDocument to create hyperlinks in OLAP Intelligence reports.

1. Open the source report in the OLAP Intelligence designer.2. On the Tools menu, select Action Manager .3. Click New to create a new action.4. Enter an action name.5. Select the area to which the action (the link) will apply.6. Enter the openDocument link using the parameters and syntax described

in this document.

Tip:Test your link in a browser window before inserting it into a report ordocument.

7. Click OK to save the link.8. Close the Action Manager dialog box.9. Create an Analysis Button on the source report.10. Right-click the Analysis Button.11. In the drop-down menu, select Properties and then Edit .12. Select Launch an action .13. Select the action that corresponds to the openDocument link created in

steps 3 through 6.



14. Click OK .

Creating links in Web Intelligence documents

You can define objects in a universe that allow Web Intelligence andBusinessObjects users to create reports whose returned values include linksto other reports and documents.

When these reports are exported to the repository, users can click returnedvalues displayed as hyperlinks to open another related document stored inthe document domain of the repository.You create these links using theopenDocument function in the definition of an object in Designer.

More information

For full information on creating links in Web Intelligence reports, see theBuilding Reports Using the WebIntelligence Java Report Panel guide.

You enable report linking in a universe by creating an object (the link object)whose returned values are the same as the values used as input to a promptin an existing report (the target report).

The openDocument function allows the values for the link object to bereturned as hyperlinks. When the user clicks the hyperlink, its value is usedas the prompt input for the target report.

You can create documents using the link object as you would with any otherobject. Users can then click the hyperlinks to access more detailed documentsrelated to the link object.

To create a link object, use the openDocument function in the object’s Selectstatement. The Select statement for a link object follows this order:

'<a href="http://<servername>:<port>/OpenDocument/<platformSpecific>?sDocName=<document name>&sType=<document type>&iDocID=<document id>&lsS<prompt message>='+object SELECT+'">'+object SELECT+'</a>'

The concatenation operator (+) applies for Microsoft Access databases. Usethe operator appropriate to your target RDBMS.

For more details on the Select statement, creating link objects, and usinglink objects in InfoView, refer to the Designer’s Guide.



Working with documents

19

To create a Web Intelligence documentfrom InfoView

1. Click Document List on the InfoView toolbar.2. Click New > Web Intelligence Document3. Select the universe on which you want to create the document and click

OK.

Note:If your InfoView Web Intelligence preferences specify a default universe,this step is omitted and the Web Intelligence query editor opens anddisplays the objects in the default universe.

4. The Web Intelligence query editor specified in the InfoView WebIntelligence preferences opens and displays the objects in the universeyou selected.

5. Build and run the query using the query editor.

To open a Web Intelligence documentfrom InfoView

1. Click Document List to show the documents available in InfoView.2. Navigate to the folder containing your document.3. Select the document and select Action > View or Action Modify

depending on whether you want to view or modify the document.The document opens in the view format or document editing tool selectedin your InfoView Web Intelligence options.

Related Topics• Web Intelligence document creation and viewing options on page 23

To delete a Web Intelligence documentfrom InfoView

1. From the InfoView home page, navigate to the folder that contains thedocument you want to delete.


Working with documents19 To create a Web Intelligence document from InfoView

2. Select the check box next to the name of the document you want to delete.3. Click Delete.

Saving documents

To save a newWeb Intelligence document inInfoView

1. With the document open in the Java Report Panel or Web IntelligenceHTML, click Save on the main toolbar.The Save Document dialog box opens.

2. Click Folders or Categories to display the repository by folders or bycategories.

3. In the Name box, type the name of the document.4. Click Advanced to display additional document options.5. In the Description box, type a meaningful description of the document

(optional).6. In the Keywords box, type keywords that you or other users can use to

search for the document in the future (optional).7. Select Refresh on open to refresh the document each time it is opened.8. Select Permanent Regional Formatting to preserve the document

regional formatting with the document.9. Click OK.

The document is saved in InfoView.

To save a Web Intelligence document as a PDF file

1. With the document open, click Document > Save to my computer as> PDF (in Web Intelligence HTML), or click the arrow next to Save, thenselect Save to my computer as, then select PDF (in the Java ReportPanel).The File Download dialog box appears.

2. Type a file name or accept the default name displayed.3. Select Save this file to disk, then click OK.


19Working with documentsSaving documents

4. Select a file location on your computer, then click Save.Web Intelligence saves a copy of your document in Adobe Acrobat PDFformat to the location you specified on your computer.

To save a Web Intelligence document as an Excelspreadsheet

1. With the document open, click Document > Save to my computer as> Excel (in Web Intelligence HTML) or click the arrow next to Save, thenselect Save to my computer as, then click Excel (in the Java ReportPanel).

Note:You can save the current report to Excel format in Web Intelligence HTMLby selecting Save report to my computer as > Excel from the menu.

The File Download dialog box appears.

2. Type a file name or accept the default name displayed.3. Select Save this file to disk, then click OK.4. Select a file location on your computer, then click Save.

Web Intelligence saves a copy of your document in Microsoft Excel formatto the location you specified on your computer. Each report within theWeb Intelligence document converts to a separate Excel worksheet withinthe Excel file.

Some Web Intelligence chart formats do not exist in Excel. These chartsare automatically converted to the closest corresponding chart formatavailable in Excel.

Web Intelligence starts a new Excel worksheet for each 65K rows ofexported data.

To save a Web Intelligence document as a CSV file

1. With the document open, click Document on the toolbar above thedisplayed reports (in Web Intelligence HTML), or click the arrow next toSave (in the Java Report Panel).


Working with documents19 Saving documents

2. Select Save to my computer as > CSV to save the document with thedefault options or Save to my computer as > CSV (with options) tochoose the options.

3. If you chose CSV (with options), choose the text qualifier, columndelimiter and character set in the "Save as CSV - Options" dialog box.

4. Select Set as default values in the "Save as CSV - Options" dialog boxif you want the options you chose in the previous step to be the defaultoptions when you save to CSV.

5. Click OK to close the "Save as CSV - Options" dialog box.The File Download dialog box appears.

6. Select Save this file to disk, then click OK.7. Type a file name or accept the default name displayed.8. Select a file location on your computer, then click Save.

Web Intelligence saves a copy of your document in CSV format to thelocation you specified on your computer.

Automatic saving and recovery

Saving documents automatically

If Web Intelligence is configured for autosave, and if you have the appropriatesecurity rights, Web Intelligence saves your documents automatically in theMy Favorites/~Web Intelligence folder as you work. Web Intelligenceuses the document name prefixed by the document ID and followed by theautosaved document ID to name autosaved documents. (If the document IDis -1, the document was not saved before being autosaved.)

Note:Web Intelligence Rich Client does not save documents automatically.

Web Intelligence saves documents at a regular interval, which is defined inthe CMC. This interval is reset each time you save a document manually,and each time Web Intelligence saves a document automatically. WebIntelligence also deletes the autosaved document when you save a documentmanually.


19Working with documentsSaving documents

In addition to regular autosaving, Web Intelligence saves documents whenyour Web Intelligence session times out.

Note:If you lose a Web Intelligence document before you can save it, check thefolder immediately for the autosaved version. The My Favorites/~WebIntelligence folder is not a permanent storage location for autosaveddocuments.

For more information on the settings and security rights that impact automaticsaving, see the documentation for the Central Management Console.

Related Topics• How Web Intelligence manages autosaved documents on page 235• Recovering autosaved documents on page 234

Recovering autosaved documents

If your session times out while you are working on a document, WebIntelligence automatically saves the document in the My Favorites/~WebIntelligence folder and displays a dialog box explaining that the sessionhas ended.

If you select Restore on the dialog box, Web Intelligence launches a newsession and re-opens the autosaved document. The next time you save thedocument manually, Web Intelligence saves it in its original folder.

If you select Close, you are redirected to the InfoView home page. Theautosaved document is available in the My Favorites/~Web Intelligencefolder.

In some cases, Web Intelligence cannot link to the autosaved document aftera server timeout or connection loss. In this case Web Intelligence does notoffer you the option to restore the autosaved document. You must check theMy Favorites/~Web Intelligence folder immediately for your autosaveddocument. Web Intelligence regularly deletes documents from the folderbased on the autosave settings.

Related Topics• Saving documents automatically on page 233• How Web Intelligence manages autosaved documents on page 235


Working with documents19 Saving documents

How Web Intelligence manages autosaved documents

Web Intelligence saves documents automatically in the My Favorites/~WebIntelligence folder.

Whenever you save a document manually, Web Intelligence also updatesthe autosaved document with the changes. As a general rule, WebIntelligence handles autosaving transparently and you do not accessautosaved documents directly. You need to access them directly when yourWeb Intelligence session timed out, and Web Intelligence was unable toreopen your autosaved document.

Note:If you need to access an autosaved document directly, check the MyFavorites/~Web Intelligence folder immediately. This folder is not apermanent storage location for autosaved documents.

The My Favorites/~Web Intelligence folder has a maximum size limit,which is set in the CMC. When the total size of the documents in the folderexceeds this limit, Web Intelligence deletes as many of the oldest documentsin the folder as necessary to make way for the latest document.

Web Intelligence also deletes all documents from the folder at a definedinterval, which is set in the CMC.

If you navigate away from your Web Intelligence document in your browserwithout saving the document, the document is lost and Web Intelligenceclears the contents of the My Favorites/~Web Intelligence folder.

Related Topics• Saving documents automatically on page 233• Recovering autosaved documents on page 234

Printing Web Intelligence documentsYou print Web Intelligence documents report-by-report. You can print oneor multiple reports from a single document.

Web Intelligence prints reports from left to right, and then top to bottom. If areport is wider than the width of the paper size defined in the Report PageLayout, Web Intelligence inserts page breaks for the printout.


19Working with documentsPrinting Web Intelligence documents

The paper size and page orientation for printing can be different from thepaper size and page orientation set for the reports when you view them inthe Java Report Panel or Web Intelligence Rich Client. This enables usersusing different printers to specify the appropriate layout when they print.

Web Intelligence prints documents directly in the Java Report Panel andWeb Intelligence Rich Client. Web Intelligence HTML exports the documentto PDF file that you can then print.

To print a Web Intelligence report

1. With the document open, click the arrow next to the View button on themain toolbar above the report.

2. Click PDF Mode.3. Print the document by using the Acrobat Reader Print command.

Web Intelligence document propertiesThe following table lists the Web Intelligence document properties that youcan view and/or set:

DescriptionProperty

The name of the document in InfoView.Title

The creator of the document.Author

Optional information that describes thedocument.Description

Optional keywords that can be used tosearch for the document in InfoView.Keywords

Informs you when the results were lastrefreshed with the latest data from thedatabase.

Last refresh date


Working with documents19 Web Intelligence document properties

DescriptionProperty

Informs you how long it took for WebIntelligence to retrieve the data fromthe database the last time the resultswere refreshed.

Duration of the previous refresh

Tells you the formatting locale of thedocument.Locale

Tells you the version of Web Intelli-gence software used to create thedocument.

Version

If the document was upgraded from aprevious version of Web Intelligencesoftware, the Web Intelligence versionused to create the original documentappears here

Previous version

When this option is checked, the ap-pearance of reports is optimized foronscreen viewing.

Enhanced viewing mode

When this option is checked, WebIntelligence automatically refreshesthe results in reports with the latestdata from the database each time thedocument is opened.

When Refresh on open is selected,data tracking does not display thedifference between the data prior tothe refresh and the data after the re-fresh. Web Intelligence treats thedata after the refresh as new databecause the refresh purges the doc-ument.

Refresh on Open

When this option is checked, Web Intel-ligence drills in query drill mode.Use query drill


19Working with documentsWeb Intelligence document properties

DescriptionProperty

When this option is checked, WebIntelligence automatically merges di-mensions with the same name andfrom the same universe. You see themerged dimension in the list of avail-able objects with the dimensionsmerged within it below.

Merged dimensions are the Web In-telligence mechanism for synchroniz-ing data from different data providers.

Auto-merge dimensions

When this option is checked, the docu-ment always behaves according to theformat locale with which it was saved.

Permanent regional formatting

Related Topics• Merged dimensions defined on page 152• Query drill defined on page 147

To view and set Web Intelligence documentproperties

1. With a Web Intelligence document open, click the arrow next toDocumenton the main toolbar above the report.

2. Select Properties.The Document Properties dialog box appears.

3. Set the properties as appropriate.


Working with documents19 Web Intelligence document properties

More Information

A

LocationInformation Resource

http://www.sap.comSAP BusinessObjects productinformation

Select http://help.sap.com > SAP BusinessObjects.

You can access the most up-to-date documentation cover-ing all SAP BusinessObjects products and their deploymentat the SAP Help Portal. You can download PDF versionsor installable HTML libraries.

Certain guides are stored on the SAP Service Marketplaceand are not available from the SAP Help Portal. Theseguides are listed on the Help Portal accompanied by a linkto the SAP Service Marketplace. Customers with a mainte-nance agreement have an authorized user ID to accessthis site. To obtain an ID, contact your customer supportrepresentative.

SAP Help Portal

http://service.sap.com/bosap-support > Documentation• Installation guides: https://service.sap.com/bosap-inst

guides• Release notes: http://service.sap.com/releasenotes

The SAP Service Marketplace stores certain installationguides, upgrade and migration guides, deployment guides,release notes and Supported Platforms documents. Cus-tomers with a maintenance agreement have an authorizeduser ID to access this site. Contact your customer supportrepresentative to obtain an ID. If you are redirected to theSAP Service Marketplace from the SAP Help Portal, usethe menu in the navigation pane on the left to locate thecategory containing the documentation you want to access.

SAP Service Marketplace

https://boc.sdn.sap.com/

https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibraryDeveloper resources


More InformationA

http://www.sap.com

http://help.sap.com/

http://service.sap.com/bosap-support

https://service.sap.com/bosap-instguides

https://service.sap.com/bosap-instguides

http://service.sap.com/releasenotes

https://boc.sdn.sap.com/

https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary

LocationInformation Resource

https://www.sdn.sap.com/irj/boc/businessobjects-articles

These articles were formerly known as technical papers.

SAP BusinessObjects articleson the SAP Community Net-work

https://service.sap.com/notes

These notes were formerly known as Knowledge Base ar-ticles.

Notes

https://www.sdn.sap.com/irj/scn/forumsForums on the SAP Communi-ty Network

http://www.sap.com/services/education

From traditional classroom learning to targeted e-learningseminars, we can offer a training package to suit yourlearning needs and preferred learning style.

Training


The SAP Support Portal contains information about Cus-tomer Support programs and services. It also has links toa wide range of technical information and downloads.Customers with a maintenance agreement have an autho-rized user ID to access this site. To obtain an ID, contactyour customer support representative.

Online customer support

http://www.sap.com/services/bysubject/businessobjectsconsulting

Consultants can accompany you from the initial analysisstage to the delivery of your deployment project. Expertiseis available in topics such as relational and multidimensionaldatabases, connectivity, database design tools, and customized embedding technology.

Consulting


AMore Information

https://www.sdn.sap.com/irj/boc/businessobjects-articles

https://service.sap.com/notes

https://www.sdn.sap.com/irj/scn/forums

http://www.sap.com/services/education





More InformationA

Index#MULTVALUE error message

and detail objects 156#RANK error message 170

2D charts 77drilling on 142

2D lookselecting for charts 81

3D chart axesswapping data on 87

3D charts 76drilling on 142

3D lookselecting for charts 81

3D surface chartsincompatibility with drilling on measures 144

508 complianceand the HTML Report Panel 20

Aactivating alerters 55activating data tracking 179activating query drill 149Active Server Pages (ASP)

and the Java Report Panel 19added data

tracking 178adding a description to merged dimensions 154adding chart titles 83adding charts to reports 17adding columns to tables 47adding data to charts 86adding drill filters 146adding formulas to reports 17

adding input controls 114adding objects to tables 48adding rows to tables 47adding tables to reports 17aggregating duplicate rows 55alerters

activating 55and data tracking 188deactivating 55defined 56extent of support for in Web Intelligence 56viewing 55

aligning cells 51aligning tables 51aligning values in cells 51Analysis panel

organizing input controls on 117analyzing data using drill 128And operator 105, 106answering prompts 110answering prompts with dates 110applying alerters to cells, tables or sections 56applying custom formats 95applying formatting with the Format Painter 49applying predefined formats 90area charts 75associating hyperlinks with cells 195associating lists of values with input controls

114, 116associating report elements with input controls

114, 116associating report objects with input controls

114, 116Auto-Merge Dimensions document option 236Auto-Merge Dimensions document property

153


autofit heighteffect of with autofit width 50effect of with wrap text 50

autofit widtheffect of with autofit height 50effect of with wrap text 50

automatic data tracking mode 179automatic dimension merging

enabling 153restrictions on 153

autosaved documentshow Web Intelligence manages 235

autosaving documents 233Average standard calculation

inserting in tables 122avoiding duplicate row aggregation 55avoiding page breaks in sections 71avoiding page breaks in tables 55axes

defining the number format on 85defining the text format on 85setting the frequency of values on 85swapping data on 87

axis gridformatting on charts 81hiding on charts 81showing on charts 81

axis labelsformatting on charts 81hiding on charts 81showing on charts 81

axis legendsdrilling on 145

axis scaleslinear 87logarithmic 87

Bbackground color

setting in cells 52setting in sections 68

background color (continued)setting on charts 83

background imagesdisplay options for 70displaying in sections 69displaying using a URL 69displaying using boimg protocol 69

bar charts 74drilling on measures in 142

barsdrilling on in bar charts 142

Between operator 100block filters

and merged dimensions 161blocks

synchronizing drill on 28boimg protocol 53boolean formats

custom 90, 91predefined 90

boolean valuesformatting 90, 91

bordersformatting on tables 52removing from charts 82selecting color of on charts 82selecting style of on charts 82

breakseffect on alerters 56

Bring Forward layering option 53Bring To Front layering option 53building charts 74building formulas using the Formula Editor 124business intelligence

and Web Intelligence 16offline 16over the web 16

Ccalculation context

and data tracking 190


Index

calculationsadding to reports 122improving performance of 19removing standard calculations 123standard 155

Cartesian product 158cascading prompts

answering 110cells

aligning 51aligning values in 51applying alerters to 56applying custom formats to 95applying predefined formats to 90associating hyperlinks with 195clearing the contents of 48defining text of as hyperlinks 194effects of autofit height in 50effects of autofit width in 50effects of wrap text in 50formatting boolean values in 90formatting currencies in 90formatting dates in 90, 91formatting numbers in 90, 91formatting text in 50free-standing 60inserting in reports 61layering 53merging in tables 51setting as section headers 66setting background color 52setting height and width of 49

Center Value Across Break propertyand data tracking 187

Central Management Console (CMC)and autosaving 233, 235configuring Quick Display mode in 35

changed dataand the Center Value Across Break property

187display of in blocks with breaks 187display of in charts 187

changed data (continued)display of in merged dimensions 183display of in sections 184display of in tables 181formatting 180, 181

changing the chart type 80changing the drill hierarchy when drilling 137,

139changing the order of report filters 107changing the reference data for data tracking

180changing the table type using drag and drop

46changing the table type using Turn To 46changing variable values using input controls

114chart axes

drilling on 142chart axis scales

linear 87logarithmic 87

chart legendsformatting 84hiding 84positioning 84showing 84

chart titlesadding 83formatting 83

chart wallsdisplaying 83hiding 83

charts2D charts 773D charts 76adding and formatting titles 83adding data to 86adding measures to 78adding objects to 78adding to reports 17allocating data to 78area charts 75


Index

charts (continued)axis labels 74bar charts 74building 74changing the chart type 80defining maximum value on Y axis 86defining minimum value on Y axis 86defining text and number formats 85display of changed data in 187displaying floors 83displaying walls 83displaying Y-axis logarithmically 87drilling on 141, 142drilling on axis legends 145drilling on chart axes 142drilling on measures in 142, 144duplicating 79fine-tuning the formatting of 34formatting axis grid on 81formatting axis labels on 81formatting legends 84hiding axis grid on 81hiding axis labels on 81hiding floors 83hiding legends 84hiding walls 83inserting 78limitations when drilling on measures in 144limitations when saving as Excel 232line charts 75linear axis scales defined 87logarithmic axis scales defined 87moving data on 86naming 79pie charts 76polar charts 76positioning 80positioning legends 84radar charts 76removing 79removing borders 82removing data from 86

charts (continued)scatter charts 76selecting 2D/3D look for 81selecting background color 83selecting border color 82selecting border style 82selecting data color on 82setting frequency of axis values 85setting page layout 84showing axis grid on 81showing axis labels on 81showing legends 84showing percentages on pie charts 82showing/hiding data values 85swapping data on 3D axes 87synchronizing drill across 141turning tables to 79types of 74using as input controls 117X-Axis 76, 77Y-Axis 76, 77Z-Axis 76, 77

choosing a drill path 133choosing which dimensions to merge 152clearing the contents of tables or cells 48CMC

and autosaving 233, 235configuring Quick Display mode in 35

CMS 16linking to documents in 197, 198

colorsselecting the background color on charts

83setting in sections 68

columnsadding to tables 47hiding when empty 54moving in crosstabs 48moving in tables 46removing from tables 47showing when empty 54

combining query filters 105


Index

combining report filters 105comma-separated values (CSV)

saving documents as 232Count standard calculation

inserting in tables 122creating

creating variables 123creating documents 18creating documents from InfoView 230creating report filters 102creating sections from table cells 66creating sections on objects 67creating simple report filters 104creating subsections 67creating variables from formulas 125creating variables using the Variable Editor 125crosstabs 43

drilling up in 136inserting standard calculations in 122moving columns in 48

CSVsaving documents as 232

currency formatscustom 90, 91predefined 90

currency valuesformatting 90, 91

custom date and time formats 90, 91custom formats

applying 95defining 94

custom number formats 90, 91custom scope of analysis level 130

Ddata

analyzing 17analyzing using drill 128changes to in charts 187changes to in merged dimensions 183changes to in sections 184

data (continued)changes to in tables 181comparing in bar charts 74displaying 40displaying date of last refresh 60, 61displaying in crosstabs 43displaying in forms 44displaying in horizontal tables 43displaying in vertical tables 42displaying segments of 76displaying total amounts of 75displaying trends over time in 75displaying using the Document Locale 30displaying using the Preferred Viewing

Locale 31drilling down on 134examples of ranking at report level 171examples of report-level ranking of 169filtering 17filtering at query level 99filtering at report level 99filtering in tables 56filtering using input controls 114, 118filtering using report filters 98filtering using simple report filters 104filtering with drill filters 146formatting changes to 180, 181grouping with sections 64hiding 40hiding changes to 180highlighting using alerters 56ranking at the report level 164ranking using the Rank function 170ranking using the Web Intelligence interface

170refreshing 110, 179refreshing in drilled reports containing

prompts 147returning reference data using RefValue

189returning the date of the reference data 189selecting the color of in charts 82


Index

data (continued)setting as reference data 178showing changes to 180sorting 17synchronizing from different sources 152tracking changes to 178tracking changes to using formulas 188

data markersdrilling on in line charts 142drilling on in radar line charts 142

data providerssynchronizing with different aggregation

levels 155data tracking

activating 179and alerters 188and charts 187and merged dimensions 183and sections 184and table breaks 187and tables 181and the calculation context 190and the Center Value Across Break property

187automatic mode 179changing the reference data for 180defined 178formatting changed data 180hiding changed data 180incompatibility with drilling out of scope

187, 188incompatibility with purging documents 187incompatibility with query drill 187incompatibility with Refresh on Open

property 188incompatibility with SQL changes 187manual mode 179returning reference data using RefValue

189showing changed data 180types of data change 178

data tracking optionsAuto-update the reference data 179, 180Use the current data as reference data

179, 180data values

showing/hiding on charts 85date and time formats

custom 90, 91predefined 90

date and time valuesformatting 90

datesanswering prompts with 110formatting 51

dates and timesformatting 90, 91

deactivating alerters 55decreased data

tracking 178Default standard calculation

inserting in tables 122default universe 26defining cell text as hyperlinks 194defining custom formats 94defining how input controls filter data 114, 116defining maximum value on chart Y axis 86defining minimum value on chart Y axis 86defining the number format on chart axes 85defining the text format on chart axes 85deleting documents from InfoView 230deleting hyperlinks 203deleting merged dimensions 154deleting report filters 103deleting variables 126detail objects

and #MULTVALUE 156and merged dimensions 156relationship with dimensions 156, 158

Different From operator 99dimensions

adding a description to merged dimensions154


Index

dimensions (continued)choosing which dimensions to merge 152deleting merged dimensions 154displaying in crosstabs 43drilling by 139drilling down on 136drilling on 134drilling on in charts 142, 145drilling on merged dimensions 161drilling up on 136merged dimensions defined 152merging automatically 153merging when detail objects are associated

156naming merged dimensions 154restrictions on placing in tables 158selecting for merging 153understanding the effects of merging 154when to merge 152

dispaying report data 40displaying a chart Y axis logarithmically 87displaying a skin on a section background 70displaying data using the Document Locale 30displaying data using the Preferred Viewing

Locale 31displaying footers 34displaying headers 34displaying images as section backgrounds 69displaying images using boimg protocol 69displaying images using URLs 69displaying page margins 34displaying prompts 110displaying skins in tables 53displaying the current page number 60, 61displaying the document name 60, 61displaying the drill filters in a report 60, 61displaying the Formula toolbar 123displaying the last refresh date 60, 61document creation and viewing options 23document instances

linking to in the CMS 198, 200

Document Localedefined 29, 30displaying data using 30

document propertiesauto-merge dimensions 153, 236enhanced viewing mode 236permanent regional formatting 236refresh on open 236Refresh on Open 188setting 238use query drill 236viewing 238

DocumentName function 60, 61documents

creating from InfoView 230deleting from InfoView 230displaying the names of 60, 61displaying the queries in 60, 61how Web Intelligence manages autosaving

235linking to large documents using hyperlinks

201linking to using hyperlinks 194, 197, 198,

202navigating 17opening from InfoView 230permanently associating locales with 31printing 17, 235recovering autosaved documents 234Refresh on Open property 188saving as CSV 232saving as Excel 232saving as PDF 231saving automatically 233saving in drill mode 147saving in InfoView 231selecting creation and viewing options 23selecting the default universe for 26tools for creating and editing 18viewing 17

Draft modedefined 34


Index

drag and dropchanging the chart type using 80changing the table type using 46

drillactivating query drill 149adding and removing drill filters 146and data tracking 188and drill paths 131changing values on drill toolbar 146choosing a drill path 133defined 128drill by 137, 139drill filters 145Drill toolbar 145drilling down 134drilling down on dimensions 136drilling down on measures 140drilling on axis legends 145drilling on chart axes 142drilling on charts 141drilling on dimensions 134drilling on measures 140drilling on measures in charts 144drilling on merged dimensions 161drilling out of scope 132drilling up 136drilling up on dimensions 136drilling up on measures 140hiding the drill toolbar 27limitations when drilling on charts 144query drill defined 147retrieving more levels of data 132setting options 27snapshots 17starting 28starting and ending drill mode 132starting on duplicate report 28synchronizing across charts 141synchronizing across tables 141synchronizing on blocks 28taking drill snapshots 134viewing drill hierarchies 131

drill by 139drill filters 145

adding and removing 146and drill down 134and prompts 147and query drill 147changing on Drill toolbar 146displaying 60, 61saving reports with 147

Drill Filters function 60, 61drill hierarchies

and drill by 137viewing 131

drill modeand input controls 117and the scope of analysis 129starting and ending 132

drill optionshide drill toolbar option 27prompt for additional data option 27setting 27start drill on duplicate report option 28start drill on existing report option 28start drill session option 28synchronize drill on report blocks option 28

drill pathsand universe hierarchies 131choosing between 133selecting 131

drill snapshots 17and query drill 150incompatibility with query drill 149, 150taking 134

Drill toolbar 145adding and removing filters on 146changing filter values on 146filters on during drill down 134hiding 27

drill upusing query drill 149

DrillFilters function 147drilling by different hierarchies 137, 139


Index

drilling down 134drilling down on dimensions in sections 136drilling down on dimensions in tables 136drilling down on measures 140drilling down using query drill 147, 149drilling on axis legends in charts 145drilling on chart axes 142drilling on charts 141, 142drilling on data 128drilling on dimensions in sections 134drilling on dimensions in tables 134drilling on measures in charts 142, 144drilling on measures in sections 140drilling on measures in tables 140drilling on merged dimensions 161drilling on reports 17drilling out of scope 132

incompatibility with data tracking 187, 188drilling up 136drilling up in crosstabs 136drilling up on dimensions 136drilling up on measures 140drilling up using query drill 147, 149drilling using query drill 147duplicate rows

aggregating 55avoiding aggregation of 55

duplicating charts 79

Eediting documents 18editing hyperlinks 203editing input controls 116editing report filters 103editing variables 126effects of report filters on merged dimensions

159ending drill mode 132Enhanced Viewing mode

defined 37selecting 37

Enhanced Viewing Mode document option 236entering formulas using the Formula toolbar

124Equal To operator 98, 99error messages

#RANK 170examples of report-level rankings 169, 171Excel

saving documents as 232extending the scope of analysis 132

Ffilltering data with drill filters 146filtering blocks containing merged dimensions

161filtering data 17filtering data in queries 99filtering data in reports 99filtering data in tables 56filtering data using input controls 114, 118filtering data using simple report filters 104filtering merged dimensions 159filtering sections 160filters

combining 105deleting report filters 103editing report filters 103report filters 98report filters and merged dimensions 159

fine-tuning the formatting of reports 34footers

displaying 34Format Painter

applying formatting with 49formats

applying custom formats 95applying predefined formats 90defining custom formats 94

formattingapplying with the Format Painter 49

formatting axis labels on charts 81


Index

formatting boolean values 90formatting changed data 181formatting chart legends 84formatting chart titles 83formatting currency values 90, 91formatting dates 51formatting dates and times 90formatting decreased data 180formatting increased data 180formatting inserted data 180formatting numbers 51, 90formatting numbers and dates 91formatting removed data 180formatting table borders 52formatting text in cells 50formatting the axis grid on charts 81forms 44Formula Editor

building formulas using 124opening 123

Formula toolbardisplaying 123entering formulas using 124

formulasadding to reports 122building using the Formula Editor 124creating variables from 125entering using Formula toolbar 124example using RefValue 189including in reports 17typing in the Formula toolbar 124using to track data changes 188validating 123

free-standing cells 60applying alerters to 56inserting in reports 61

frequencysetting for chart axis values 85

functionsDocumentName 60, 61DrillFilters 60, 61, 147GetContentLocale 30

functions (continued)GetLocale 29GetPreferredViewingLocale 31If 189LastExecutionDate 60, 61NumberOfPages 60, 61Page 60, 61PromptSummary 60, 61QuerySummary 60, 61Rank 170RefValue 189RefValueDate 189ReportFilterSummary 60, 61

GGetContentLocale function 30GetLocale function 29GetPreferredViewingLocale function 31Greater Than operator 100Greater Than Or Equal To operator 100grouping data with sections 64

Hheaders

displaying 34hiding axis labels on charts 81hiding changed data 180hiding chart floors 83hiding chart legends 84hiding chart walls 83hiding data values on charts 85hiding empty columns 54hiding empty rows 54hiding empty tables 54hiding report data 40hiding the axis grid on charts 81hiding the drill toolbar 27highlighting data using alerters 56highlighting input control dependencies 116


Index

horizontal records per pagechanging in the Java Report Panel 36changing in Web Intelligence Interactive 36restricting 35

horizontal tables 43Horizontal Tile image display option 70HTML Report Panel

and 508 compliance 20and JSP 20defined 20selecting as document creation tool 23

hyperlinksassociating with cells 195defining cell text as 194deleting 203editing 203linking to document instances with 200linking to documents with 202linking to large documents with 201passing values to prompts with 200setting colors 203

IIf function 189image display options

Horizontal Tile 70Normal 70Stretch 70Tile 70

imagesdisplay options for 70displaying on section backgrounds 69displaying using a URL 69displaying using boimg:// 69inserting in tables 53inserting using a file 53inserting using boimg 53

improving calculation performance 19In List operator 101including sections in the Navigation Map 67

incompatible objectsand merged dimensions 158placing in tables 158

increased datatracking 178

InfoView 16accessing Web Intelligence from 22creating documents from 230deleting documents from 230logging in to 22logging out of 23opening documents from 230saving documents in 231selecting document creation and viewing

options in 23selecting the default universe in 26selecting the document view format in 26selecting the query editor in 26setting drill options in 27setting locale options in 29setting the Preferred Viewing Locale in 31setting the Product Locale in 29

input controlsadding 114associating lists of values with 114associating report elements with 114, 116associating report objects with 114changing variable values using 114defined 114editing 116filtering data using 118highlighting dependencies 116organizing 117using charts as 117using tables as 117viewing the map of 117

inserting free-standing cells in reports 61inserting images in tables 53inserting standard calculations in tables 122inserting tables in reports 45interface locale

setting 29


Index

Is Not Null operator 102Is Null operator 101

JJava Report Panel

and the scope of analysis 130and Web Intelligence Rich Client 19availability of report filters in 98defined 19selecting as document creation and viewing

tool 23Java Server Pages (JSP)

and interactive view format 23and on-report analysis 17and Query - HTML 18and the HTML Report Panel 20and the Java Report Panel 19

LLastExecutionDate function 60, 61layering options

Bring Forwards 53Bring To Front 53Send Backwards 53Send To Back 53

layering tables and cells 53Left Panel

combining report filters using 105deleting report filters using 103editing report filters in 103editing report filters using 103merging dimensions in 153viewing report filters using 102

Less Than operator 100Less Than Or Equal To operator 100limitations when drilling on charts 144line charts 75

drilling on measures in 142linear axis scales 87

linking to document instances using hyperlinks200

linking to documents in the CMS 197, 198linking to documents using hyperlinks 194, 202linking to large documents using hyperlinks

200, 201lists of values

associating with input controls 114, 116locales

defined 29Document Locale 29, 30permanently associating with documents

31Preferred Viewing Locale 29, 31Product Locale 29

logarithmic axis scales 87logarithmic Y axis display 87logging in to InfoView 22logging out of InfoView 23

Mmanual data tracking mode 179Maximum standard calculation

inserting in tables 122measures

adding to charts 78and query drill 148displaying in crosstabs 43drilling down on 140drilling on in charts 142, 144drilling on in sections 140drilling on in tables 140drilling up on 140formatting decreases in 180formatting increases in 180limitations on drill in charts 144restrictions on calculating 155restrictions on in pie charts 76

merged dimensionsadding a description to 154and block filters 161


Index

merged dimensions (continued)and detail objects 156and incompatible objects 158and section filters 160choosing which dimensions to merge 152defined 152deleting 154display of changed data in 183drilling on 161filtering 159merging automatically 153naming 154placing in tables 158selecting default properties for 154understanding the effects of 154when to merge 152

merging cells in tables 51merging dimensions 153merging dimensions automatically 153Minimum standard calculation

inserting in tables 122modified data

tracking 178moving columns in crosstabs 48moving columns in tables 46moving data on charts 86multiple reports

and query drill 150

Nnaming charts 79naming merged dimensions 154naming tables 46Navigation Map

including sections in 67nesting report filters 106Normal image display option 70Not Between operator 101Not Equal To operator 99Not In List operator 101

number formatdefining for chart axis values 85

number formatscustom 90, 91predefined 90

NumberOfPages function 60, 61numbers

formatting 51, 90, 91

Oobjects

adding to charts 78adding to tables 48applying different formats to using

sub-alerters 56applying formats to using alerters 56creating sections on 67

OLAPand query drill 148

on-report analysis 17openDocument 204

intput parameters 215output parameters 222parameter overview 207platform parameters 210syntax 204

OpenDocumentlinking to documents using 197, 198

opening documents from InfoView 230opening the Formula Editor 123operators

And 105, 106Between 100Different From 99Equal To 99Greater Than 100Greater Than Or Equal To 100In List 101Is Not Null 102Is Null 101Less Than 100


Index

operators (continued)Less Than Or Equal To 100Not Between 101Not Equal To 99Not In List 101Or 105, 106

optional prompts 110Or operator 105, 106organizing input controls 117

Ppage breaks

avoiding in tables 55Page function 60, 61page layout

setting on charts 84page margins

displaying 34Page mode 34

defined 34Page Navigation toolbar

changing horizontal records per page using36

changing vertical records per page using36

page-to-page navigation 17pages

displaying the current page number 60, 61displaying the total number of 60, 61setting minimum height of 35setting minimum width of 35

parametersopenDocument 210, 215, 222openDocument overview 207

parts of a report-level ranking 167passing values to prompts in hyperlinks 200PDF

saving documents as 231PDF mode

defined 34

Percentage standard calculationinserting in tables 122

percentagesshowing values as on pie charts 82

Permanent Regional Formatting documentoption 236

pie charts 76drilling on measures in 142showing values as percentages 82

polar charts 76Portable Document Format (PDF) 17

saving documents as 231viewing documents as 23viewing reports in 34

positioning chart legends 84positioning charts 80predefined boolean formats 90predefined currency formats 90predefined date and time formats 90predefined formats

applying 90predefined number formats 90Preferred Viewing Locale

defined 29, 31setting 31

Previous functionand report-level rankings 170

printing documents 235printing reports 17, 34, 235, 236Product Locale

defined 29setting 29

prompt operatorsBetween 100Different From 99Equal To 99Greater Than 100Greater Than Or Equal To 100In List 101Less Than 100Less Than Or Equal To 100Not Between 101


Index

prompt operators (continued)Not Equal To 99Not In List 101

promptsanswering 110answering with dates 110displaying 110displaying a summary of 60, 61optional prompts 110passing values to in hyperlinks 200refreshing data in reports containing 147

PromptSummary function 60, 61purging documents

incompatibility with data tracking 187

Qqueries

building with Query - HTML 18displaying a summary of 60, 61modification of in query drill mode 147

Query - HTMLand JSP 18and on-report analysis 18defined 18selecting as query editor 23

query drillactivating 149and drill snapshots 150and the scope of analysis 148, 149compared to standard drill 147defined 147drilling down with 149drilling up with 149incompatibility with data tracking 187incompatibility with drill snapshots 149, 150side effects of 150when to use 148

query editorQuery - HTML 18selecting 26

query filter operatorsBetween 100Different From 99Equal To 99Greater Than 100Greater Than Or Equal To 100In List 101Less Than 100Less Than Or Equal To 100Not Between 101Not Equal To 99Not In List 101

query filterscombining 105compared with report filters 99

QuerySummary function 60, 61Quick Display mode 34

changing settings in the Java Report Panel36

changing settings in Web IntelligenceInteractive 36

changing settings using Page Navigationtoolbar 36

configuring in the CMC 35defined 35

quick report filters 98

Rradar charts 76radar line charts

drilling on measures in 142Rank function

and report-level rankings 170ranking data at the report level 164, 170ranking data using the Web Intelligence

interface 170ranking examples 169recovering autosaved documents 234reference data

automatically updating with each refresh179


Index

reference data (continued)returning the date of using RefValueDate

189returning using RefValue 189selecting manually 179, 180setting at a fixed date 179, 180setting for tracking data changes 178

Refresh on Open document option 236Refresh on Open document property

incompatibility with data tracking 188RefValue function 189

example of a formula using 189RefValueDate function

returning the reference date using 189removed data

tracking 178removing borders from charts 82removing charts 79removing columns from tables 47removing data from charts 86removing drill filters 146removing rows from tables 47removing sections 68removing standard calculations 123removing tables 48report elements

associating with input controls 114, 116report filter operators

Between 100Different From 99Equal To 98, 99Greater Than 100Greater Than Or Equal To 100In List 101Is Not Null 102Is Null 101Less Than 100Less Than Or Equal To 100Not Between 101Not Equal To 99Not In List 101

Report Filter toolbar 104, 145

report filterschanging order of 107combining 105compared with query filters 99creating 102creating simple report filters 104defined 98deleting 103editing 103effects on merged dimensions 159nesting 106quick report filters 98simple report filters 98standard report filters 98viewing 102

report objectsassociating with input controls 114

report-level rankings 164and data order 170and running aggregate functions 170and sorts 164and the #RANK error message 170and the Previous function 170and tied rankings 165creating using the Rank function 170creating using the Web Intelligence interface

170examples of 169, 171parts of 167workflows for creating 170

ReportFilter function 60, 61reports

adding calculations to 122adding sections to 66, 67adding subsections to 67aligning tables and cells in 51analyzing data in 17applying filters to 98, 102displaying the current page number in 60,

61displaying the drill filters in 60, 61displaying the number of pages in 60, 61


Index

reports (continued)displaying the prompts in 60, 61displaying the queries in 60, 61drilling on 17duplicating 28filtering data in 17filtering using simple report filters 104fine-tuning the layout of 34including charts in 74inserting charts in 78inserting tables in 45interacting with 16, 23making drillable 28navigating 17positioning charts in 80printing 17, 235, 236refreshing data in 147removing charts from 79removing sections from 68removing tables from 48restricting the number of rows in 35saving 17saving with drill filters 147setting minimum page height of 35setting minimum page width of 35sorting data in 17synchronizing data from different sources

in 152viewing 17, 23viewing in PDF 23, 34

restricting horizontal records per page 35restricting the number of rows in a report 35restricting vertical records per page 35restrictions on automatic dimension merging

153restrictions on calculating measures 155restrictions on detail objects 156rows

adding to tables 47aggregating duplicates 55avoiding aggregation of duplicates 55hiding when empty 54

rows (continued)removing from tables 47restricting the number of in a report 35showing when empty 54

running aggregate functionsand report-level rankings 170

Ssaving documents as CSV 232saving documents as Excel 232saving documents as PDF 231saving documents in drill mode 147saving documents in InfoView 231scatter charts 76scheduled documents

and automatic data tracking mode 179scope of analysis

and drill mode 129and query drill 148, 149and universe hierarchies 129custom 130defined 129drilling out of 132extending 132impact on document size 130levels of 130

section filtersand merged dimensions 160

sectionsapplying alerters to 56avoiding page breaks in 71creating based on objects 67creating from table cells 66creating subsections 67display of changed data in 184displaying images on background 69displaying skin on background 70drilling down on dimensions in 136drilling on dimensions in 134drilling on measures in 140


Index

sections (continued)filtering when section header is a merged

dimension 160grouping data with 64removing 68setting background color in 68setting page layout for 71setting the position of 71starting on a new page 71

security profileand extending the scope of analysis 132

segmentsdrilling on in pie charts 142

selecting a 2D or 3D look for charts 81selecting border color on charts 82selecting border style on charts 82selecting default properties for merged

dimensions 154selecting dimensions for merging 153selecting drill paths 131selecting Enhanced Viewing mode 37selecting the background color on charts 83selecting the data color on charts 82selecting the document view format 26selecting the query editor 26Send Backwards layering option 53Send To Back layering option 53setting data as reference data 178setting document properties 238setting drill options 27setting hyperlink colors 203setting minimum page height 35setting minimum page width 35setting the background color in sections 68setting the background color of cells 52setting the frequency of chart axes values 85setting the height of cells 49setting the interface locale 29setting the page layout of charts 84setting the page layout of sections 71setting the position of sections 71setting the Preferred Viewing Locale 31

setting the Product Locale 29setting the width of cells 49showing axis labels on charts 81showing changed data 180showing chart legends 84showing data values on charts 85showing empty columns 54showing empty rows 54showing empty tables 54showing percentages on pie charts 82showing the axis grid on charts 81side effects of query drill 150simple report filters 98, 104skins

displaying in tables 53displaying on section background 70

sortsand report-level rankings 164

SQLand data tracking 187

standard calculations 155inserting in tables 122removing 123

standard drill modecompared to query drill 147

standard report filters 98starting drill mode 28, 132starting sections on a new page 71Stretch image display option 70subsections

creating 67Sum standard calculation

inserting in tables 122swapping data on 3D chart axes 87switching between viewing modes 34synchronizing data providers with different

aggregation levels 155synchronizing dimensions 152synchronizing drill across charts 141synchronizing drill across tables 141syntax

openDocument 204


Index

Ttable breaks

effect of on changed data 187effect on alerters 56

table propertiesCenter Value Across Break 187

tables 136adding columns to 47adding objects to 48adding rows to 47adding to reports 17aggregating duplicate rows in 55aligning 51aligning cell values in 51applying alerters to 56avoiding duplicate row aggregation in 55avoiding page breaks in 55changing the type of using drag and drop

46changing the type of using Turn To 46clearing the contents of 48crosstabs 43defined 42display of changed data in 181, 187displaying skins in 53drilling down on dimensions in 136drilling on dimensions in 134drilling on measures in 140filtering data in 56fine-tuning the formatting of 34formatting borders 52formatting text in 50forms 44hiding when empty 54horizontal tables 43inserting 45inserting images in 53inserting standard calculations in 122layering 53merging cells in 51moving columns in 46

tables (continued)naming 46removing 48removing columns from 47removing rows from 47restrictions on dimensions in 158showing when empty 54synchronizing drill across 141turning to charts 79types of 42using as input controls 117vertical tables 42

taking drill snapshots 134text

formatting in cells 50text format

defining for chart axis values 85tied rankings 165Tile image display option 70toolbars

Drill toolbar 27, 134, 145Formula 123, 124Page Navigation 36Report Filter 104Report Filter toolbar 145

tracking data changes 178Turn To

changing the chart type using 80changing the table type using 46

turning tables to charts 79typing formulas in the Formula toolbar 124

Uunderstanding effects of merged dimensions

154universe hierarchies 131

and the scope of analysis 129universes

selecting default 26unvisited hyperlinks

setting the color of 203


Index

Use Query Drill document option 236using charts as input controls 117using formulas to track data changes 188using tables as input controls 117using Turn To to change the table type 46

Vvalidating formulas 123values

aligning in table cells 51defining maximum on chart Y axis 86defining minimum on chart Y axis 86formatting boolean 90, 91formatting currency 90formatting currnecy 91formatting date and time 90, 91formatting number 90, 91formatting on chart axes 85setting frequency of on chart axes 85showing as percentages on pie charts 82

Variable Editorcreating variables using 125

variables 123adding to reports 122changing values of using input controls 114creating from formulas 125creating using the Variable Editor 125deleting 126editing 126

vertical records per pagechanging in the Java Report Panel 36changing in Web Intelligence Interactive 36restricting 35

vertical tables 42view format

selecting 26viewing alerters 55viewing document properties 238viewing drill hierarchies 131viewing modes

Draft mode 34

viewing modes (continued)Enhanced Viewing mode 37Page mode 34PDF mode 34Quick Display mode 34, 35, 36switching between 34

viewing reports 17viewing reports in PDF 34viewing the filters in a report 102viewing the input controls map 117visited hyperlinks

setting the color of 203

WWeb Intelligence

accessing from InfoView 22and business intelligence 16and InfoView 16using offline 16

Web Intelligence HTMLavailability of report filters in 98

Web Intelligence interfacesetting the locale of 29

Web Intelligence Rich Client 16and the Java Report Panel 19and the scope of analysis 130availability of report filters in 98defined 19selecting as document creation and viewing

tool 23when to merge dimensions 152when to use query drill 148WID documents 16

working with in CMS 19working with locally 19

wrap texteffect of with autofit height 50effect of with autofit width 50


Index

XX-Axis

displaying on radar charts 76drilling on 142

YY axis

defining maximum value on 86defining minimum value on 86

Y axis (continued)displaying logarithmically 87

Y-Axisdisplaying on radar charts 76drilling on 142

ZZ-Axis

displaying on 2D charts 77displaying on 3D charts 76


Index


Index