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Building reports with the SAPBusinessObjects Web IntelligenceHTML Report Panel

SAP BusinessObjects XI 3.1 Service Pack 3

© 2010 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge,ByDesign, SAP Business ByDesign, and other SAP products and services

Copyright

mentioned herein as well as their respective logos are trademarks or registeredtrademarks of SAP AG in Germany and other countries. Business Objects and theBusiness Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, WebIntelligence, Xcelsius, and other Business Objects products and services mentionedherein as well as their respective logos are trademarks or registered trademarksof Business Objects S.A. in the United States and in other countries. BusinessObjects is an SAP company.All other product and service names mentioned arethe trademarks of their respective companies. Data contained in this documentserves informational purposes only. National product specifications may vary.Thesematerials are subject to change without notice. These materials are provided bySAP AG and its affiliated companies ("SAP Group") for informational purposesonly, without representation or warranty of any kind, and SAP Group shall not beliable for errors or omissions with respect to the materials. The only warranties forSAP Group products and services are those that are set forth in the expresswarranty statements accompanying such products and services, if any. Nothingherein should be construed as constituting an additional warranty.

2010-06-23

ContentsAbout Web Intelligence 11Chapter 1

How Web Intelligence performs business intelligence over the web.........12How Web Intelligence performs business intelligence offline....................12Interacting with Web Intelligence reports...................................................12

Viewing and printing Web Intelligence reports.....................................13Drilling on Web Intelligence reports......................................................13Performing on-report analysis..............................................................13

Creating and editing Web Intelligence documents....................................14Web Intelligence Query - HTML...........................................................14Web Intelligence Java Report Panel....................................................15Web Intelligence Rich Client................................................................15Web Intelligence HTML Report Panel..................................................16

Accessing Web Intelligence from InfoView 17Chapter 2

To log in to InfoView...................................................................................18To log out of InfoView................................................................................19Web Intelligence InfoView options.............................................................19

Web Intelligence document creation and viewing options...................19To set Web Intelligence drill options.....................................................24Web Intelligence locale options............................................................26

Returning data using queries 31Chapter 3

Creating, editing and saving documents...................................................32Building queries.........................................................................................32

To build and run a query.......................................................................32To add objects to a query.....................................................................34

Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 3

To remove objects from a query...........................................................34To remove a query................................................................................35To interrupt a query..............................................................................35

Setting the scope of analysis.....................................................................35Scope of analysis.................................................................................35Levels of scope of analysis..................................................................36To set the scope of analysis.................................................................37

Query contexts...........................................................................................37What is an ambiguous query?..............................................................37What is a context?................................................................................38Choosing a context when you run a query...........................................38

Web Intelligence query properties.............................................................38Allow other users to edit all queries property.......................................38Max retrieval time query property.........................................................39Max rows retrieved query property.......................................................39Query prompt order..............................................................................39Retrieve duplicate rows query property................................................40Query Stripping....................................................................................40Reset contexts on refresh query property............................................41Clear contexts query property..............................................................42Sample result set query property.........................................................42

Filtering data using query filters 43Chapter 4

Filtering the data selection in the query.....................................................44To select a predefined query filter..............................................................44To combine query filters.............................................................................44To create a custom query filter...................................................................44Nesting query filters...................................................................................45

To nest query filters..............................................................................45To create a prompt.....................................................................................46Query filter and prompt operators..............................................................47

4 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

Contents

Equal To operator.................................................................................47Not Equal To operator..........................................................................47Different From operator........................................................................47Greater Than operator..........................................................................47Greater Than Or Equal To operator......................................................47Less Than operator..............................................................................48Less Than Or Equal To operator..........................................................48Between operator.................................................................................48Not Between operator..........................................................................48In List operator.....................................................................................49Not In List operator...............................................................................49Matches Pattern operator.....................................................................49Different From Pattern operator...........................................................49Both operator........................................................................................49Except operator....................................................................................50

Displaying data in tables 51Chapter 5

Table types in Web Intelligence.................................................................52Vertical table.........................................................................................52Horizontal table....................................................................................52Crosstab...............................................................................................53Forms...................................................................................................54

To select a table or chart template.............................................................55Allocating data to tables.............................................................................56

To select a table or chart template.......................................................56To add an object to a table...................................................................57To remove an object from a table.........................................................58To reposition an object on a table........................................................58To reorder the columns or rows on a table...........................................59

To position a block on a report...................................................................60Formatting options for vertical and horizontal tables.................................61


Contents

To format a table...................................................................................62Formatting options for crosstabs...............................................................62

To format a crosstab.............................................................................63To display headers in a crosstab..........................................................63To center column values on a crosstab header....................................64

Formatting options for forms......................................................................65To format a form...................................................................................65

Organizing data with sections, breaks and sorts 67Chapter 6

Organizing the data in reports...................................................................68Grouping information with sections...........................................................68

To create a section on a report.............................................................70To create a subsection on a report.......................................................71To change the order of sections on a report.........................................72To remove a section from a report........................................................72To format a section...............................................................................73To format a section cell.........................................................................74To set the page layout for a section.....................................................74

Sorting the results displayed on reports....................................................75Sorting data in tables............................................................................76To sort values on a table......................................................................78To prioritize multiple sorts on a table....................................................79Applying sorts to sections.....................................................................80Using breaks........................................................................................81

Displaying data in charts 85Chapter 7

Chart types in Web Intelligence.................................................................86Bar charts.............................................................................................86Line charts............................................................................................86Area charts...........................................................................................87


Contents

Pie charts.............................................................................................87Radar, polar and scatter charts............................................................883D charts..............................................................................................882D charts..............................................................................................89

To select a table or chart template.............................................................90Allocating data to charts............................................................................91

To add objects to chart axes.................................................................91To reposition objects on a chart axis....................................................92To remove an object from a chart axis.................................................92

Chart formatting options............................................................................93Formatting options for 2D bar charts....................................................93Formatting options for 3D charts..........................................................94Formatting options for pie charts..........................................................95To change the chart size......................................................................96To format the chart background and border.........................................97Displaying data values.........................................................................97To format the chart legend..................................................................100Formatting chart axes.........................................................................101

Filtering the values displayed in reports 105Chapter 8

To create a report filter.............................................................................106

Report filter operators 107Chapter 9

Equal To operator....................................................................................108Not Equal To operator..............................................................................108Different From operator...........................................................................108Greater Than operator.............................................................................108Greater Than Or Equal To operator.........................................................108Less Than operator..................................................................................109Less Than Or Equal To operator.............................................................109


Contents

Between operator....................................................................................109Not Between operator..............................................................................109In List operator.........................................................................................109Not In List operator..................................................................................110Is Null operator........................................................................................110Is Not Null operator..................................................................................110

Formatting reports and report page layout 111Chapter 10

The Result Preview pane.........................................................................112Defining page size, orientation and margins...........................................115

To select the paper size......................................................................115To select the page orientation............................................................115To set margins....................................................................................116

Displaying report titles.............................................................................117To display the report title....................................................................117

Formatting page headers and footers.....................................................118To display or hide a header or footer..................................................118To specify cell contents for headers and footers................................118To set the height and background color of headers and footers........119To format a page header or footer cell...............................................120

Managing reports.....................................................................................120To insert a report................................................................................120To move a report................................................................................121To rename a report.............................................................................121To delete a report...............................................................................122

Formatting hyperlinks..............................................................................123To format hyperlinks...........................................................................123

Using standard calculations in reports 125Chapter 11

Standard calculations..............................................................................126


Contents

To insert or remove a calculation.............................................................127

Working with documents 129Chapter 12

To create a Web Intelligence document from InfoView............................130To open a Web Intelligence document from InfoView..............................130To delete a Web Intelligence document from InfoView............................130Saving documents...................................................................................131

To save a new Web Intelligence document in InfoView.....................131To save a Web Intelligence document as a PDF file..........................131To save a Web Intelligence document as an Excel spreadsheet.......132To save a Web Intelligence document as a CSV file..........................132Automatic saving and recovery..........................................................133

Printing Web Intelligence documents......................................................135To print a Web Intelligence report.......................................................136

Web Intelligence document properties....................................................136To view and set Web Intelligence document properties.....................139

More Information 141Appendix A

Index 145


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.



Refresh option in Infoview

With SAP BusinessObjects XI 3.1 SP3 refresh of Web Intelligence documentscreated from custom data sources like text, excel files and Custom DataProvider plug-in are supported in Infoview.

Note:The refresh option is available for Windows operating system only.

To refresh a text or excel file, set the RefreshOnServer registry to thefollowing values:

RefreshOnServer = NO or Disable to disable refresh on Server.

RefreshOnServer = YES or ENABLE to enable refresh on Server, bydefault it is set to YES or Enable.

RefreshOnServer = ALLOW_USE_WINDOWS_SHARE to enable refreshon Windows server only.

The registry path is: HKEY_LOCAL_MACHINE > SOFTWARE > BusinessObjects > Suite 12.0 > Default > Web Intelligence > Calculator > PDP.

Before refreshing a document from Infoview make sure that the followingpoints are taken care:1. The Custom Data Provider has to be on the BOE server, if it is clustered

then each and every cluster needs to be updated with the same copy ofCustom Data Provider.

2. Incase of a blocker issue and the file cannot be accessed from its originalsource location then the file should be placed in the default location foreach server.

The default server path is <Installdir>BusinessObjects\PersonalDPFilessymantec, you can change this path bychanging the value of Server_Path in the registry.

3. The Server Intelligence Agent (SIA) should be managed by a userauthentication valid in the network domain. Normally SIA is managedusing local system account; this practice is not recommended whendeploying Custom Data Provider in server.



4. For refreshing a document based on Generic WS, update thenet.properties file present at: <Installdir>\javasdk\jre\lib withthe following lines:

http.proxyHost=bluecoat-proxyhttp.proxyPort=8080http.nonProxyHosts=localhost|127.0.0.1|10.

Where, proxyHost is the name of the proxy server (e.g.proxy.mydomain.com),

proxyPort is the port number to use (default value is 80),

nonProxyHosts is a '|' separated list of hostnames which should beaccessed directly, ignoring the proxy server (default value is localhost &127.0.0.1)

Note:The .pac files are not supported, you have to explicitly configure the proxyserver in the proxy settings for the URL.

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 thescope 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

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

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, clickUse 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.





Returning data usingqueries

3

Creating, editing and saving documentsYou create Web Intelligence documents by first selecting a universe inInfoView. Each universe maps to a database containing corporate businessinformation. When you connect to a universe, Web Intelligence automaticallylaunches the document editor selected on the Web Intelligence DocumentPreferences page in InfoView.

After you have selected a universe, you use the objects in the universe tobuild a query to return data from the database to your Web Intelligencedocument.

After creating a document you can save it to the InfoView repository.

Building queries

To build and run a query

1. On the InfoView Home page, click the arrow next to New, then selectWeb Intelligence Document on the top toolbar. Alternatively, click AddQuery in the Query Panel if you are adding a query to a document thatalready contains at least one query.

2. Click the title of the universe on which you want to create a document.3. Click the + sign next to a class folder in the Universe Objects pane.

The class expands to show the objects that belong to the class.

4. Double-click an object in the Universe Objects pane; or Drag an objectfrom the Universe Objects pane and drop it onto the Result Objectspane; or select an object on the Universe Objects pane, then click >>.

5. Repeat the previous step for every object you want to include in the query.6. The next step depends on whether you want to generate a default

formatted report immediately to view the results or whether you want todesign the document structure now and then generate the results withyour personalized formatting.


Returning data using queries3 Creating, editing and saving documents

DescriptionOption

Do this to display the results corre-sponding to the query definition in avertical table, containing data for allof the objects included on the query.

Click Run.

Do this to select a specific table orchart template for the data or insertadditional reports and then allocatea sub-set of the query data to eachreport.

Click the Report tab at the top ofthe HTML Report Panel, specifythe structure of the document, andthen click Run.

How universe objects map to data

Classes and subclassesObjects are grouped into folders called classes. Each class can also containone or more subclasses. Subclasses contain objects that are a furthersubcategory of the objects in the upper level of the class.

The role of classes is to organize the objects into logical groups. When youcreate queries on the universe, classes help you to find the objects thatrepresent the information that you want to use in a query.

Dimension objectA dimension object represents data that provides the basis for analysis in areport. Dimension objects typically retrieve character-type data, for example;customer names, resort names, or dates.

Dimension objects appear as follows in the Web Intelligence query panel:

Detail objectA detail obect provides descriptive data about a dimension. A detail is alwaysattached to the dimension for which it provides additional information. Forexample, [Age] is a detail object that is associated with the (Customer]dimension.

Detail objects appear as follows in the Web Intelligence query panel:


3Returning data using queriesBuilding queries

Measure objectThe measure object retrieves numeric data that is the result of calculationson data in the database. For example, [Revenue] is the calculation of thenumber of items sold multiplied by item price. Measure objects are oftenlocated in a Measures class.

Measure objects appear as follows in the Web Intelligence query panel:

There are two types of measure:• classic measures - calculated by Web Intelligence• smart measures - calculated by the database on which the universe is

based

In certain situations, smart measures impact the way in which WebIntelligence displays calculations. For more information on smart measures,see theUsing Functions, Formulas and Calculations in SAP BusinessObjectsWeb Intelligence guide.

To add objects to a query

You must be on the Query tab of the HTML Report Panel.

1. Click + next to a class folder or double-click a class folder.2. Double-click an object in the class you expanded or drag the object to

the Result Objects pane or select the object then click >>.

To remove objects from a query

You must be on the Query tab of the HTML Report Panel.

• Drag the object from the Result Objects pane and drop it onto theUniverse Objects pane or select the object then click <<.


Returning data using queries3 Building queries

To remove a query

1. Select a the query you want to remove by right-clicking the appropriateQuery tab.

2. Click Remove.

To interrupt a query

When you interrupt a query, only partial data is returned to the document.The values displayed in the document do not accurately reflect the definitionin the query.

1. On the "Waiting - Refresh Data" dialog box, click Cancel.The "Interrupt Data Retrieval" dialog box appears.

2. Click OK.

Setting the scope of analysis

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.


3Returning data using queriesSetting the scope of analysis

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.


Returning data using queries3 Setting the scope of analysis

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.

To set the scope of analysis

1. On the Query tab, click the arrow next to the Scope of Analysisdrop-down list box.

2. Select a level for the scope of analysis.

Query contexts

What is an ambiguous query?

An ambiguous query is a query that contains one or more objects that canpotentially return two different types of information.

In a universe, certain dimensions may have values that are used for twodifferent purposes in the database. For example, the [Country] dimension inthe query below can return two types of information:

• Customers and the country in which they spent their vacation.• Customers and the country for which they have made their reservation.

The role that Country plays in this query is ambiguous. A country can beeither the country where a vacation was sold, or a country where a vacationis reserved. One is existing information (sales), and the other is futureinformation (reservations).

To avoid ambiguities in a query, the universe designer identifies the differentways that objects can be used in the universe, and implements restrictionson how these objects can be combined. These restrictions are called contexts.


3Returning data using queriesQuery contexts

What is a context?

A context is a defined group of objects that share a common businesspurpose. This business purpose is usually the type of information that theserelated objects represent. For example, a sales context is a grouping of allthe objects that can be used to create sales queries. A reservations contextis a grouping of all the objects that can be used in reservation queries.Contexts are defined in a universe by the universe designer.

You can combine any object within the same context to create a query. Youcan also combine objects in different contexts. If you use an object that iscommon to both contexts, Web Intelligence will try to determine the contextthat best fits the other objects in the query.

If it cannot determine a context, you are prompted to choose the context thatyou want to apply to the query.

Choosing a context when you run a query

When you create a query or refresh a report, you may be asked to choosea context before the query can run. Contexts are set up in a universe to avoidambiguous queries.

To choose a context when you run a query

1. Run the query containing multiple contexts.The "Select a Context" dialog box appears.

2. Select the context in the "Select a Context" dialog box.

Web Intelligence query properties

Allow other users to edit all queries property

When selected, other users who have the appropriate editing rights canaccess Query View and modify the queries in the document. When cleared,


Returning data using queries3 Web Intelligence query properties

only the report creator can modify the queries. This option is selected bydefault. Unlike the other query properties, which only apply to the selectedquery, this option applies to all of the queries in the document.

Max retrieval time query property

Maximum time that a query can run before the query is stopped. This canbe useful when a query is taking too long due to an excess of data, or networkproblems. You can set a time limit so a query can stop within a reasonabletime.

Max rows retrieved query property

The Max rows retrieved query property determines the maximum numberof rows of data that are displayed when a query is run. If you only need acertain amount of data, you can set this value to limit the number of rows ofdata in your document.

Max rows retrieved does not operate at the database level. If you set Maxrows retrieved to 1000, and your query returns 5000 rows, Web Intelligenceinitially retrieves all 5000 rows, before discarding 4000 and retaining onlythe first 1000 rows.

The Sample result set query property also applies a restriction on thenumber of rows in the query, but at the database level. If you set Max rowsretrieved to 2000 and Sample result set to 1000, the query retrieves amaximum of 1000 rows only.

This setting can be overridden by the limits set by your administrator in yoursecurity profile. For example, if you set the Max rows retrieved setting to400 rows, but your security profile limits you to 200 rows, only 200 rows ofdata will be retrieved when you run the query.

Query prompt order

Prompts are listed in the list. You can use the up and down arrows to movea prompt up or down the list to change the order in which they are executed.


3Returning data using queriesWeb Intelligence query properties

Retrieve duplicate rows query property

In a database, the same data may be repeated over many rows. You canchoose to have these repeated rows returned in a query, or to have onlyunique rows returned.

Query Stripping

Query Stripping enables you to optimize the query generation automatically.With Query Stripping enabled, Web Intelligence generates a query containingonly those objects that effectively contribute to a report. It improves theperformance of the report by sending the stripped query to the connectionserver.

Each time you refresh a query, Web Intelligence strips the objects which arenot contributing to the report (directly or indirectly) from the report as well asfrom the SQL Viewer tab. It refreshes only the query that is directly relatedto the report. The stripped objects get deleted from the report and appearas bold in the Data map to allow easy identification of the stripped objects.You can drag and drop these objects if you want them to appear in the reportagain. Once you drag and drop these objects, the column header of thereport displays the object definition and data cells display #Refresh . Refreshthe query again to allow the stripped objects data to appear in the report.

Note:• Query Stripping is applicable only for OLAP database users.• In a Query Stripping enabled document, if a query filter is used on a

Measure object, Web Intelligence does not strip the objects.

For more information about how to work with Web Intelligence, see BuildingReports with Web Intelligence Rich Client guide on SAP Help Portal:http://help.sap.com

To control Query Stripping

You can control the automatic query optimization by enabling or disablingQuery Stripping at two levels, namely, Query and Document level property.



http://help.sap.com

• Query level property: At Query level property, Query Stripping can beenabled or disabled only by Power users, who create a Web Intelligencereport and defines queries and initial structures of the report. QueryStripping at query level property is disabled by default. In case of multiplequeries in the same document, the query set for Query Stripping will bestripped and other queries would remain unaffected.

• Document level property: At Document level property, Query Strippingcan be enabled or disabled by all the users of Web Intelligence to changethe report objects for analysis. Query Stripping at document level propertyis disabled by default.

When you create a Web Intelligence document, by default the Query Strippingis disabled. A power user needs to enable this parameter to strip an objectfor a specific query. Web Intelligence fails to strip a query if the documentlevel property is enabled and query level property is disabled or vice-versa.Query Stripping works only when Query Stripping is enabled at both Queryand document level properties.

Once the Query Stripping is disabled at the document level property, WebIntelligence retains the default pattern of refreshing all the objects selectedin the query panel for a specific query sent to the connection server.

1. To enable Query Stripping at the query level for a specified query, selectEnable Query Stripping in the "Query Properties" tab while creating aWeb Intelligence report.

Note:Enable Query Stripping parameter is set only by the Power users whoneeds to edit Query or create query rights. The user of a report will notbe able to set this parameter.

2. To enable Query Stripping at the document level for a specified query,select Enable Query Stripping in the Document Properties tab.

As a result, Query Stripping is enabled for a specified query.

Reset contexts on refresh query property

When selected, you are prompted to choose a context each time a queryrequiring a context is run. When unselected, Web Intelligence retains thecontext specified the first time you run the query.


3Returning data using queriesWeb Intelligence query properties

Clear contexts query property

When this property is selected, Web Intelligence clears the contexts listedin the list when you next run the query or refresh the data.

Sample result set query property

The Sample result set property determines the maximum number of rowsthat a query returns. The property applies this restriction at the databaselevel. If the database supports sampling, Web Intelligence adds the restrictionto the SQL that Web Intelligence generates to return the data.

If you select the Fixed option, Web Intelligence uses fixed sampling. At eachdata refresh, the query returns the same rows. If you do not set the Fixedoption, Web Intelligence uses random sampling. At each data refresh, thequery returns a different set of sampled rows.

Sample result set is more efficient than the Max rows retrieved property,which discards rows beyond the maximum limit only after retrieving all therows in the query.

Not all databases support fixed and random sampling. If they are notsupported, the properties are disabled (in the Java Report Panel) or invisible(in Query - HTML). Sampling is not available at all in the HTML Report Panel.



Filtering data using queryfilters

4

Filtering the data selection in the queryYou define filters on the query to limit the data returned to the document toa specific business focus. For example, you can filter the query to returndata for a specific customer group or time period.

You define query filters on the Query Filters tab.

To select a predefined query filter• Double-click the predefined filter or drag it to the Query Filters pane.

When you run the query, the data corresponding to the query filters youselected is returned to the report.

To combine query filters1. Create the filters and add them to the Query Filters pane.

By default, Web Intelligence combines the filters with the AND operator.

2. Double-click the operator (Java Report Panel, Rich Client and Query -HTML) or click the arrow next to the operator checkbox and select theother operator (HTML Report Panel) to toggle between AND and OR.

To create a custom query filter1. In the Universe Objects pane, double-click the object you want to filter.2. Click the arrow next to the list box to view the available operators and

select the operator you need.

If you select the In list or Not in list operator, you need to separate eachvalue by a semicolon;) with no spaces. For example, if you want to filterthe [Country] object for US, Japan, and Germany you need to enter thevalues for country as follows: US;Japan;Germany

The operator you selected appears in the list box.

3. In the Value 1 text box, type the value(s) for which you want to retrievedata. If the operator you selected requires two values, type the secondvalue in the Value 2 text box.

4. Click OK.


Filtering data using query filters4 Filtering the data selection in the query

Nesting query filtersNesting query filters allows you to create more complex filter conditions thanis possible when you combine filters at the same level.

When you nest filters, you set the order in which Web Intelligence evaluatesthem. For example, Web Intelligence can return the data given by two queryfilters joined in an OR relationship (where either one filter condition or theother is true) and then further restrict this data by applying another filter toit. In this case, the two filters in an OR relationship are nested, then comparedwith the other filter in an AND relationship.

The following example illustrates this:

Example: List all sales made in Japan either in Q4 or where the revenuewas greater than 1000000

To answer this question you create the following nested query filter:

Country Equal To Japan

AND Quarter Equal To Q4

OR Revenue Greater Than1000000

Web Intelligence first returns sales data where the sale was made in Q4or the revenue was greater than 1000000, then restricts this data furtherby returning only those sales made in Japan.

To nest query filters

1. On the Query Filters tab, create at least one filter.2. Select the filter below which you want to insert the sub-filter.3. Click the + sign next to the Query Filters pane.

Web Intelligence adds the And operator or the Or operator one level belowthe selected filter.


4Filtering data using query filtersNesting query filters

4. Define a new filter on one of the dimensions or measures displayed onthe Universe Objects pane.The new filter is nested below the filter you selected above.

5. Create additional sub-filters, as appropriate.6. If you want to change the order of filters, select the filter you want to move,

and then either click the Move up arrow (to move the filter up) or clickthe Move down arrow (to move the filter down).The Move up and Move down arrows are situated to the right of theQuery Filters pane.

To create a prompt1. Click the Query Filters tab.2. In the Universe Objects pane, double-click the object you want to filter.

The object is added to the top of the Query Filters pane.

3. If necessary, choose a different operator by clicking the arrow next to thedrop-down list box and selecting the appropriate operator.

4. Select Prompt.

If you want users who answer the prompt to type the value(s) they wantto return to the document, or if you selected an object that representsdata for dates, for example, an invoice date, then verify that the With Listof Values option is not selected.

Or

If you want users who answer the prompt to be able to select the value(s)from a list that they want to return to the document, select With List ofValues.

Web Intelligence displays a message for the prompt in the Message textbox(es).

5. If you wish, change the default message(s) for the prompt by typing adifferent message into the Message text box(es).

6. Click OK.Web Intelligence adds the new prompt to the list of filters in the QueryFilters pane.


Filtering data using query filters4 To create a prompt

Query filter and prompt 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"

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.


4Filtering data using query filtersQuery filter and prompt operators

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.

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".


Filtering data using query filters4 Query filter and prompt operators

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").

Matches Pattern operator

Use the Matches Pattern operator to retrieve data that includes a specificstring or part of a string.

For example, to retrieve customers whose date of birth is 1972, create thefilter [DOB] Matches Pattern "72".

Different From Pattern operator

Use the Different From Pattern operator to return data that doesn't includea specific string.

For example, to retrieve customers whose date of birth is not 1972, createthe filter [DOB] Different From Pattern '72'.

Both operator

Use the Both operator to retrieve data that corresponds to two values.


4Filtering data using query filtersQuery filter and prompt operators

For example, to retrieve customers who have both a fixed and a mobiletelephone, create the filter [Account Type] Both 'Fixed' And 'Mobile'.

Except operator

Use the Except operator to retrieve data that corresponds to one value andexcludes another.

For example, to retrieve customers who have a fixed telephone and do nothave a mobile telephone, create the filter [Account Type] 'Fixed' Except'Mobile'.

The Except operator is more restrictive than Different From or Not InList. For example, a report that returns customers and that includes thefilter [Lines] Different From 'Accessories' excludes all salesrecords where the item sold is part of the 'Accessories' line. If the samecustomer has purchased Accessories and non-Accessories items, thecustomer still appears in the report, but their spending total includes onlynon-Accessories sales.

If the filter is [Lines] Except 'Accessories', only customers whohave bought no accessories are included in the report.Related Topics• Not In List operator• Different From operator


Filtering data using query filters4 Query filter and prompt operators

Displaying data in tables

5

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.

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.


Displaying data in tables5 Table types in Web Intelligence

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.

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.


5Displaying data in tablesTable types in Web Intelligence

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

To select a table or chart template1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.A document can contain multiple reports. The name of the selected reportappears in the Current report drop-down list box.

2. In the Report Definition pane, click the drop-down arrow next to the listbox.The available templates are listed.

3. Select the template you want.If you select a chart, a second list box opens with each chart sub-typerelated to the chart type you chose in the original list box. Click the chartsub-type you want to display in the report.

4. Click Apply.

Depending on the template you selected, one or more fields appear inthe Report Definition pane.

the following field(s) appear...If you select a...

columnshorizontal table

rowsvertical table

columns, rows, and a bodycrosstab

rowsform

X-axis, Y-axis2D chart

X-axis, Y-axis, and optionally a Z-Axis3D chart

X-axis, Y-axispie chart

X-axis, Y-axis, and optionally a Z-Axisradar chart


5Displaying data in tablesTo select a table or chart template

Once you have selected a template, you need to allocate each object tohe rows and columns of a table or to the different axes of a chart.

Allocating data to tablesBy default, when you define the query for a new document, Web Intelligencedisplays the results on a new report in a vertical table. You can select adifferent table or chart template before you run a new query to view theresults. You can also modify an existing report by applying a different tableor chart template.

To select a table or chart template

1. Make sure you are in Edit mode, with the HTML Report Panel open, andverify you are on the Report tab.A document can contain multiple reports. The name of the selected reportappears in the Current report drop-down list box.



4. Click Apply.




rowsvertical table


rowsform


Displaying data in tables5 Allocating data to tables







To add an object to a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, andverify you are on the Report tab.

A document can contain multiple reports. The name of the selected reportappears in the Current report drop-down list box.

The name of the selected report appears in the Current report drop-downlist box.

The objects included in the document are listed in the Result Objectspane. The selected report may contain some or all of the objects in thedocument.

2. Leave the displayed report selected, or Select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.

3. Drag an object from the Result Objects pane and drop the object ontothe Column, Row, Body, or Section of your choice, or click the radiobutton at the top of aColumn,Row, orBody pane, and then in theResultObjects pane either double-click the object you want to add or click the>> button.The object appears in the selected area on the table


5Displaying data in tablesAllocating data to tables

4. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.

To remove an object from a table



The name of the selected report appears in theCurrent report drop-downlist box.

The objects included in the document are listed in the Result Objectspane. The selected report may contain some or all of the objects in thedocument.

2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The objects included in the table appear positioned in the different areasof the report.

3. Drag an object from theColumn,Row, orBody pane you want to modify,and then drop the object onto the Result Objects pane, or click the radiobutton at the top of aColumn,Row, orBody pane, and then in theResultObjects pane either click the << button or Delete.The object is removed from the table.


To reposition an object on a table





Displaying data in tables5 Allocating data to tables

2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The objects included in the report appear in the different areas of thetable.

3. Drag an object from the Column, Row, or Body pane you want to moveit from, and then drop the object onto the Column, Row, or Body panewhere you want to move it.


To reorder the columns or rows on a table




2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The objects included in the report appear in the different areas of thetable.

3. In a Column, Row, or Body pane, drag the object you want to moveabove or below another object in the pane, or click the radio button nextto the Column, Row, or Body pane that contains the objects you wantto reorder.

4. Click the object you want to move, then click an arrow located to the rightof the selected pane.


5Displaying data in tablesAllocating data to tables

then click...you want to move anobject...If an a...

the Move Left arrow.to a column before an-other object,

vertical table

the Move Right arrow.to a column after anoth-er object,

the Move Up arrow.to a row above anotherobject,

horizontal table

the Move Down arrow.to a row below anotherobject,

the Move Up arrow.to a column before an-other object,

crosstab

the Move Down arrowto a column after anoth-er object,

the Move Left arrow.to a row above anotherobject,

the Move Right arrow.to a row below anotherobject,

the Move Left arrow.in the body before anoth-er object,

the Move Right arrow.in the body after anotherobject,

The objects appear in the new order.


To position a block on a reportYou can position blocks on reports.


Displaying data in tables5 To position a block on a report

1. Make sure you are in Edit mode with the HTML Report Panel open andverify you are on the Properties tab. If the Properties tab is not visible,select the More report options check box.A document can contain multiple reports. The name of the selected reportappears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The Result Preview pane displays the structure of the report.

3. On the Result Preview pane, click Report.The options for positioning the block, are named according to whetherthe block in the report is a table, crosstab, chart, or form.

4. In the Position text box, type the distance you want to position the blockfrom the left of the report margin.You can apply other modifications to the document using the tabs on theHTML Report Panel or run the report now to view the results.The measurement unit used for the position is specified in your locale.

5. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence applies the position you specified to the report block.

Formatting options for vertical andhorizontal tables

The following custom formatting options are available for vertical andhorizontal tables:

• font style, color, and alignment – of the cell values• width and height – of columns and rows• background color – for columns and rows, or for the entire table• border color and thickness – around the cells in specific columns and

rows• number and currency format – for cell values displaying numeric or

date/time data


5Displaying data in tablesFormatting options for vertical and horizontal tables

To format a table


2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The Result Preview pane displays the structure of the table.

3. To select the area of the table you want to format, click Columns, Rows,or Body on the Result Preview pane.

4. Click the object corresponding to the data you want to format. Forexample, if you want to format how the Sales revenue results display onthe table columns, click the [Sales revenue] object.

5. Specify the custom formatting options you want to apply.6. If you want to apply the formatting changes to all the objects in the

selected column, row, or body click Apply All.7. ClickRun, if you are generating the results for the first time, or clickApply,

if you have already generated the results once.Web Intelligence applies the formatting changes to the report results.

Formatting options for crosstabsThe following custom formatting options are available for crosstabs:

• font style, color, and alignment – of the cell values• width and height – of columns and rows• background color – for columns and rows, or for the entire crosstab• border color and thickness – around the cells in specific columns and

rows• number and currency format – for cell values displaying numeric or

date/time data


Displaying data in tables5 Formatting options for crosstabs

To format a crosstab


2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The Result Preview pane displays the structure of the crosstab.

3. To select the area of the crosstab that you want to format, clickColumns,Rows, or Body on the Result Preview pane.The object(s) included on the selected part of the crosstab appear on thepane to the right of the Result Preview pane. Each object represents atype of data included on the selected columns, rows, or body.

4. Click the object corresponding to the data you want to format. Forexample, if you want to format how the values of each quarter (Q1, Q2,and so on) display on the crosstab columns, click the [Quarter] object.


selected column, row, or body click Apply All.7. ClickRun, if you are generating the results for the first time, or clickApply,


To display headers in a crosstab

You can show or hide headers on crosstabs. Unlike other tables, crosstabsdo not automatically display headers with the names of the dimensions,details, and measures they include. You can choose to show or hide headersthat display the labels of the dimensions, measures, and details of the cellvalues.


5Displaying data in tablesFormatting options for crosstabs


2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The Result Preview pane displays the structure of the crosstab.

3. Click the Report area in the Result Preview pane.The Report Format options appear to the right of the Result Previewpane. The show or hide header options appear in the Crosstab sectionof the options.

4. If you want to display the headers, select the Show object name checkbox. If you want to hide the headers, unselect the Show object namecheck box.

5. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence applies the formatting changes to the report results.

To center column values on a crosstab header

Crosstabs with several dimensions on an axes or with several measures inthe body do not center repeated values across the column or row. You avoidthis by adding breaks and centering duplicate values on each break.

1. With the Properties tab open, select Columns on the Result Previewpane.

2. In the pane to the right of the Result Preview pane, select the objectwhose values you want to center.

3. Check Break, Remove duplicates, and Center value across break.When you run the report, the repeated values for the selected objectappear once and are centered.


Displaying data in tables5 Formatting options for crosstabs

Formatting options for formsThe following custom formatting options are available for forms:

• font style, color, and alignment – of the cell values• width and height – of the title cells and value cells• background color – for specific title or value cells, or for the entire form• border color and thickness – around the cells in specific title or value cells• number and currency format – for cell values displaying numeric or

date/time data

To format a form


2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The Result Preview pane displays the structure of the form.

3. To select the area of the form that you want to format, click Title or Valuearea in the Result Preview pane.The object(s) included on the selected part of the form appear on thepane to the right of the Result Preview pane. Each object represents atype of data included on the selected title or values.

4. Click the object corresponding to the data you want to format. Forexample, if you want to format how the store name appears on the titlecells of the form, click the [Store name] object.


selected title or value click Apply All.7. ClickRun, if you are generating the results for the first time, or clickApply,



5Displaying data in tablesFormatting options for forms


Displaying data in tables5 Formatting options for forms

Organizing data withsections, breaks and sorts

6

Organizing the data in reportsYou can make your reports easy to view and analyze by adding sections,breaks, sorts and calculations on the Properties tab.

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


Organizing data with sections, breaks and sorts6 Organizing the data in reports

Sales revenueQuarterCity

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.

Q1

Sales revenueCity

314430Austin

215874Dallas

572177Houston

Q2

Sales revenueCity

273608Austin

194689Dallas

619924Houston

Q3

Sales revenueCity

294798Austin

204066Dallas

533765Houston


6Organizing data with sections, breaks and sortsGrouping information with sections

Q4

Sales revenueCity

252644Austin

188791Dallas

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.

To create a section on a report



2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The objects included in the document appear in theResult Objects pane.

3. Drag the object on which you want to create a section onto the Sectionspane, or click the radio button next to Sections, then select the objecton which you want to create the section, and then finally either double-clickthe object or click the >> button.The object appears in the Sections pane.



Organizing data with sections, breaks and sorts6 Grouping information with sections

Web Intelligence displays the results organized into the sections youspecified, and each section cell displays one of the values returned bythe object you selected for the section.

To create a subsection on a report

You can add subsections within sections in a Web Intelligence report. Whenyou create a subsection, it sub-divides the information below the existingsection.1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.


2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.

The objects included in your query appear in the Result Objects pane.

Any dimensions or details that you have set as sections appear in theSections pane.

3. Drag the object on which you want to create a subsection onto theSections pane and drop the object to the right of the existing section; orclick the radio button next to Sections, then select the object on whichyou want to create the subsection, and then finally either double-click theobject or click the >> button.The object appears to the right of any existing sections in the Sectionspane.

4. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.The report displays organized in sections and subsections as youspecified.



To change the order of sections on a report

You can change the order in which sections appear on a report. When youview report results in InfoView, subsections appear below the section(s) theydetail. When you edit a report using the HTML Report Panel, however,subsections appear to the right of the sections they detail.



2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The dimensions or details set as sections appear in the Sections pane.From left to right: the highest-level section is the first section on theSections pane; the lowest-level section is the last section on the Sectionspane.

3. In the Sections pane, drag the object you want to move to the left or rightof another section; or click the radio button next to the Sections pane,then select dimension or detail you want to move, and then either clickthe Move Up arrow or the Move Down arrow to the right of the Sectionspane.

4. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence displays the results with the sections reordered, as youspecified.

To remove a section from a report

You can remove any section you have previously added to your report. Whenyou remove a section, the report data that was split out according to thedifferent values for the section is regrouped into a single table or chart. Forexample, if you remove a section on [Year] the modified report will displaythe data for all years in a single table or chart.






The objects included in your query appear in the Result Objects pane.

Any dimensions or details that you have set as sections appear in theSections box of the Report Definition pane.

3. Drag the object you want to remove from the Sections pane and dropthe object onto the Result Objects pane; or click the radio button nextto the Sections pane, then select the dimension or detail you want toremove from the Sections pane, and then either press Delete or clickthe << button.The dimension or detail no longer appears in the Report Definition pane.

4. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence displays the results without the sections you removed.

To format a section

You can format report sections.



3. Click Section(s) on the Result Preview pane.



4. To select the section you want to format, click on the object on which thesection is based.The selected section becomes more darkly shaded.

5. Set the formatting options for the section.6. ClickRun, if you are generating the results for the first time, or clickApply,

if you have already generated the results once.

To format a section cell

You can format section cells.



3. Click Section Cell(s) on the Result Preview pane.4. To select the section cell you want to format, click the object on which

the section is based.The selected object becomes more darkly shaded, and the section cellformatting options appear.

5. Set the formatting options you want for the selected cell.6. ClickRun, if you are generating the results for the first time, or clickApply,

if you have already generated the results once.Web Intelligence displays the section cell(s) with the format(s) youspecified.

To set the page layout for a section

You can set the page layout of sections.





3. Click Sections on the Result Preview pane.The objects on which there are sections, appear in the pane to the rightof the Result Preview pane.

4. To select the section for which you want to set page layout, click an object.5. In the Others section select the appropriate options.6. ClickRun, if you are generating the results for the first time, or clickApply,

if you have already generated the results once.Web Intelligence applies the properties to the selected section(s).

Sorting the results displayed on reportsYou can apply sorts to the values displayed in tables and sections to organizethe order in which values are displayed in a report.

The following sort orders are available:


6Organizing data with sections, breaks and sortsSorting the results displayed on reports

DescriptionSort order

This is sometimes referred to as thenatural order. Depending on the typeof data in the column or row, the re-sults are sorted as follows:• ascending numeric order for numer-

ic data• ascending chronological order for

date• Chronological order for months• alphabetical order for alphanumeric

data

Default

When selected, results are arrangedin ascending order: The smallestvalue at the top of the column movingto the highest value at the bottom.

For example: 100, 200, 300 or Cali-fornia, Colorado, Florida.

Ascending

When selected, results are arrangedin descending order: The highestvalue at the top of the column movingto the smallest value at the bottom.

For example: 300, 200, 100 or Flori-da, Colorado, California.

Descending

You define your own sort order.Custom (available in the Java ReportPanel)

Sorting data in tables

You can apply one or multiple sorts to a table and then prioritize the orderof the different sorts applied to the table. You can apply sorts to any


Organizing data with sections, breaks and sorts6 Sorting the results displayed on reports

dimensions, measures, or details displayed on a table. Sorting dimensionsand details helps you organize results chronologically, while sorting measureshelps you see highest or lowest results at a glance.

How the sorts are applied depends on whether the table includes a break.When you apply a sort to a table without breaks, the sort is applied to theselected row or column for the entire table. However, when you apply a sortto a table with breaks, the sort is applied to each break in the table.

In the example illustrated here, a descending sort is applied to Sales revenue:

In the second table with breaks on the Year and Quarter column, the Salesrevenue column is sorted from highest to lowest results in each break:



When you insert a break on a table, an ascending sort is added to the objectyou selected. You can change the sort order for each break.

To sort values on a table





TheResult Preview pane displays the structure of the block on the report(a table, crosstab, or form).

3. On the Result Preview pane, click the part of the block you want to sort.If you are working with a table or crosstab you can select the columns,or rows, or body. If you are working with a form you can select the titleor value.The objects on the selected part of the block are listed in the Select anobject to add/change/remove a property pane.

4. Select the object you want to sort. For example if you want to sort thesales revenue values so that the results display from the highest to lowestresults, select [Sales revenue].The selected object is shaded a darker color than the other objects.

5. In the Sort section of the properties options, select the sort order youwant to apply to the selected object.You can apply other modifications to the document using the tabs on theHTML Report Panel or run the report now to view the results.

6. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence applies the sort to the selected column, row, or break.

To prioritize multiple sorts on a table


2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.TheResult Preview pane displays the structure of the block on the report(a table, crosstab, or form). The pane to the right of the Result Previewpane displays the objects on the selected part of the block.

3. Click the Break and Sort Priority box on the Result Preview pane.The objects that have a sort applied to them appear in the Sort Prioritypane.



4. Select the object you want to move up or down the sort order.5. Drag the object to a higher or lower position on the list, or Ccick the Move

Up or Move Down arrow next to the Sort Priority paneYou can apply other modifications to the document using the tabs on theHTML Report Panel or run the report now to view the results.

6. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence applies the new sort order to the table.

Applying sorts to sections

A section contains two elements:

• the section cell – contains a value for a selected dimension or detail• the section – contains a block (table, chart, or form) displaying data

grouped according to the value in the section cell

When you apply a sort to a section, you sort the values displayed in thesection cells for that section. For example, if you apply a descending sort onthe Year section in the above report, the first section cell and table will displaydata for 2002 and the next section cell and table will display data for 2001.

To sort values in a section



3. Click the Section box in the Result Preview pane.4. Select a sort option radio button next to Sort.5. ClickRun, if you are generating the results for the first time, or clickApply,

if you have already generated the results once.Web Intelligence applies the sort to the results displayed in the report.



Using breaks

Breaks defined

A break is a division within a block in which data is grouped according to aselected dimension, detail, or measure into self contained sections. Thesesections are represented as smaller tables within the same block of data.

You use breaks to display all the data for each unique value of an object inseparate parts.

Using breaks has two main advantages:

• You can more efficiently organize how your data is represented.• You can display subtotals.

Breaks compared to sections

A section breaks up the data into multiple free-standing cells called sectionheaders. Each section header contains one value for a dimension, with ablock of data that corresponds to the dimension value.

A break divides the data up within one block. One column contains the valuesfor a dimension, detail, or measure, which are repeated for each other rowof values in the block.

Default sort order in breaks

When you insert a break on an object, the values for the object areautomatically sorted in ascending order as follows:

• If the values are numeric, the lowest value appears in the first row of thetable, the highest in the last row.

• If the values are alphabetical characters, then the values are sorted inalphabetical order from top to bottom.

You can change this sort order at any time.



You can set multiple breaks and set a sort priority on each break, so thatyou control how the data is displayed when you insert multiple breaks acrossseveral dimensions details, or measures.

To insert a break


2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The Result Preview pane displays the structure of the report block. (Ablock is a table, form, or chart).

3. On the Result Preview pane, click the part of the block on which youwant to apply or remove a break. If you are working with a table orcrosstab you can select the columns, or rows, or body. If you are workingwith a form you can select the title or value.

4. Select the object on which you want to apply or remove the break. Forexample, if you want to break up the table values for each quarter, select[Quarter].

5. The next step depends on whether you want to apply or remove a break.If you want to apply a break, select the Break check box. If you want toremove a break, unselect the Break check box.You can apply other modifications to the document using the tabs on theHTML Report Panel or run the report now to view the results.


Break properties

You can define the following properties for a break:



DescriptionBreak property

When selected, a header is displayedfor each break.Show Break Header

When selected, a footer is displayedfor each break.Show Break Footer

When selected, a break is only insertedfor each unique value of the selectedbreak object.

Remove Duplicates

Each break starts on a new page.Start on new page

To set break properties1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Properties tab. If the Properties tab is not visible,select the More report options check box.A document can contain multiple reports. The name of the selected reportappears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The Result Preview pane displays the structure of the report block. (Ablock is a table, form, or chart).

3. On the Result Preview pane, click the part of the block on which youwant to apply or remove a break.

4. Select the break whose properties you want to set.5. Select or clear break properties check boxes as required.

You can apply other modifications to the document using the tabs on theHTML Report Panel or run the report now to view the results.






Displaying data in charts

7

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.

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.


Displaying data in charts7 Chart types in Web Intelligence

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.

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.


7Displaying data in chartsChart types in Web Intelligence

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-Axisdisplay 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


Displaying data in charts7 Chart types in Web Intelligence

The same data can be displayed in a 2D bar chart.Related Topics• 2D charts

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.


7Displaying data in chartsChart types in Web Intelligence

The same data can be displayed in a 3D bar chart.Related Topics• 3D charts

To select a table or chart template1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.A document can contain multiple reports. The name of the selected reportappears in the Current report drop-down list box.



4. Click Apply.



Displaying data in charts7 To select a table or chart template



rowsvertical table


rowsform






Allocating data to chartsCharts can have two or three axes. To add data to charts, you allocatedimension and measure objects to the axes. Measure objects are alwaysplotted on the Y-axis, while dimension and detail objects can be plotted onthe X- or Z-axis

You can allocate dimensions, details, or measures to the chart axes.

To add objects to chart axes




7Displaying data in chartsAllocating data to charts

2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The objects included in the document appear in theResult Objects pane.

3. Drag an object from the Result Objects pane and drop the object ontothe axis of your choice, or click the radio button at the top of the axis panewhere you want to insert the object, and then in the Result Objects paneeither double-click the object you want to add or select an object and thenclick the >> button.The object appears in the appropriate axis pane.


To reposition objects on a chart axis



2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The objects included in the chart appear on each chart axis.

3. On one of the chart axis, select the object you want to move, then dragthe selected object above or below the other object(s) on the axis; orselect the radio button next to the chart axis that contains the object youwant to move, then select the object and then click the Move up or Movedown arrow located at the right of the Axis pane to move the selectedobject above or below the other object(s) on the axis.

To remove an object from a chart axis



Displaying data in charts7 Allocating data to charts


2. Leave the displayed report selected, or select a different report by clickingthe arrow next to the Current report drop-down list box, and then selecta different report from the list.The objects included in your chart appear on the axis.

3. Drag the object you want to remove from one of the chart axes and dropthe object onto the Result Objects pane, or click the radio button at thetop of the axis from which you want to remove the object, and then eitherpress the Delete key or click the << button.The object no longer appears on the axis.


Chart formatting optionsYou can personalize the formatting properties of the following areas on achart:

• chart size, background, and border – choose a color and a border linesize

• data – show or hide the data values and format the font size, style, andcolor

• legend – format the legend text and define a background and border style• chart axes – format the values and labels, and define the axis scale and

marker frequency• number format – select a number format for numbers, currency, time, or

dates

Formatting options for 2D bar charts

2D charts include an optional axis legend that lists the values displayed onthe bars or lines.


7Displaying data in chartsChart formatting options

In example illustrated here, a 2D bar chart includes the optional Z-axis.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.

Formatting options for 3D charts

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. Thefollowing example shows a 3D bar chart.


Displaying data in charts7 Chart formatting options

In the example illustrated here, the chart bars display sales revenue perquarter, per year. The [Sales revenue] measure is on the Y-axis, the [Quarter]dimension is on the X-axis, and the [Year] dimension is on the Z-axis.

Formatting options for pie charts

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 referred to by themeasure.



In the example illustrated here, the 3D pie chart shows sales revenue peryear. The measure on the Y-axis is [Sales revenue] and the dimensiondisplayed on the legend is [Year]. Like 2D pie charts, 3D pie charts displaymeasures for a single dimension. The graphical design of 3D pie charts,however, gives a three dimensional appearance.

To change the chart size



3. On the Result Preview pane, select the data area of the chart.TheChart Format options for chart data, appear to the right of theResultPreview pane.

4. In the Size section, type the measurement value(s) you want for the chartwidth and chart height into the Width and Height text boxes.



The measurement unit used for the position (for example, inches orcentimeters) is specified in your locale.


To format the chart background and border



3. On the Result Preview pane, select the data area of the chart.TheChart Format options for chart data, appear to the right of theResultPreview pane.

4. In the Background section of the options, click the arrow next to theColor list box, then select a color from the drop-down list or select NoFill to remove a background color from the chart.

5. In the Border section of the options, click the arrow next to the Color listbox, then select a color from the drop-down list.

6. Click the arrow next to the Size list box, then select a border size fromthe drop-down list or select None to remove a border from the chart.


Displaying data values

The data in charts is displayed in the bars, lines, segments, or markers onthe chart body. By default, Web Intelligence displays the data on the chart



graphically, but hides the values. You can opt to show the values on thechart body and then define how the values are formatted.

Showing the data values is particularly useful for pie charts because, unlikebar, line, and scatter charts, pie charts have no axis scale. The followingillustration shows two versions of the same 3D pie chart. The first versionhas the data values hidden. The second version has the data values shown.



On pie charts, you can also show the data values as percentages.

To show and format data values



3. On the Result Preview pane, select the data area of the chart.TheChart Format options for chart data, appear to the right of theResultPreview pane. If chart is a pie chart, the option Show in percentage



appears. This option to display chart values as percentages is not availablefor other chart types.

4. To show the data values on the chart, select Show data values. To hidethe data values on the chart, unselect Show data values.

5. If the selected chart is a pie chart and you want to display the data valuesas percentages, select Show in percentage.

6. Click the arrows on the list boxes next to Font to select the font style,size, and color from the drop-down lists, and either select or unselect theUnderline check box as appropriate.

7. Click the arrow on the list box next toColor to select a color for the values.8. ClickRun, if you are generating the results for the first time, or clickApply,


To format the chart legend



3. On the Result Preview pane, click Legend.The Legend Format options appear to the right of the Result Previewpane.

4. In the Text section, format the text font style, size, color, by clicking thearrows next to the Font and Color list boxes and selecting the formatsfrom the drop-down lists.

5. To wrap, underline, or strikethrough text select the appropriate checkboxes.

6. In the Background section of the options, click the arrow next to theColor list box, then select a color from the drop-down list or select Whiteto remove a background color from the legend.



7. In the Border section of the options, click the arrow next to the Color listbox, then select a color from the drop-down list.

8. Click the arrow next to the Size list box, then select a border size fromthe drop-down list or select None to remove a border from the legend.


Formatting chart axes

To format axis values



3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis.The Axis Format options for the selected axis appear to the right of theResult Preview pane.

4. In the Value section, format the text font style, size, color, by clicking thearrows next to the Font and Color list boxes and selecting the formatsfrom the drop-down lists.

5. If you want to format X-axis and Z-axis values to display at an angle, clickthe arrow next to the Orientation list box and select the appropriateorientation from the list.




To format axis labels




4. In the Label section, format the text font style, size, color, by clicking thearrows next to the Font and Color list boxes and selecting the formatsfrom the drop-down lists.


To format the axis scale






4. Select the appropriate options.

then select...If you want to...

select Axis Value.Show the axis values,

select Auto Frequency.Display the values at an automaticfrequency depending on the numberof values along the axis,

unselect Auto Frequency and thentype a number into the frequency textbox. (For example, if you want thevalues to display on the axis in unitsof 100, then type “100 ?).

Set the frequency at which valuesdisplay on the axis,

select Auto Scale in the chartProperties tab. After enabling theautoscale Y-axis, the minimum andmaximum range of values set for adocument initially is not displayed.

Web Intelligence enables you toauto scale Y-axis by calculating thenearest value for the maximum andminimum range of values set foreach chart block in a given report.Auto scale Y- axis is applicable forall kinds of charts, except the pie-chart.

To Auto-scale Y-axis,

select Logarithmic Scale.

Display the axis scale as a logarith-mic scale (Web Intelligence recalcu-lates the values as powers of ten,based on the range of data plottedon the chart),




To select a number format for axis values




4. Click the arrow next to the Number format list box, and then select theappropriate format from the drop-down list.




Filtering the valuesdisplayed in reports

8

You can filter the displayed values in reports to focus your analysis on specificvalues that interest you. For example, you can define filters so that the reportonly displays values for specific customer or sales period.

You use the Report Filters tab to create report filters.

To create a report filter1. In the Result Objects pane, double-click the object you want to filter or

select the object then click >>.The filtered object appears in the Report Filters pane.

2. Click the drop-down arrow next to the list box to view the list of operatorsand select the operator for the filter.

3. Click OK.

Web Intelligence adds the filter to the list of filters in the Report Filterspane.

You can create more filters on other objects, and then combine themusing And or Or.


Filtering the values displayed in reports8 To create a report filter

Report filter operators

9

Equal To operatorUse 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 operatorUse 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 operatorUse 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"

Greater Than operatorUse 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 operatorUse 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".


Report filter operators9 Equal To operator

Less Than operatorUse 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 operatorUse 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 operatorUse the Between operator to retrieve data between and including two values.

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


9Report filter operatorsLess Than operator

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

Not In List operatorUse 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 operatorUse 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.

Is Not Null operatorUse 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.


Report filter operators9 Not In List operator

Formatting reports andreport page layout

10

The Result Preview paneThe Result Preview pane provides a graphical preview of the structure ofthe selected report. You select an area of the report on the preview pane toapply your formatting changes. The following illustrations show how theResult Preview pane represents each block type on the report structure.

This image shows a preview of a report with a vertical table:

This image shows a preview of a report with a horizontal table:


Formatting reports and report page layout10 The Result Preview pane

This image shows a preview of a report with a crosstab:

This image shows a preview of a report with a form:


10Formatting reports and report page layoutThe Result Preview pane

This image shows a preview of a report with a chart:


Formatting reports and report page layout10 The Result Preview pane

Defining page size, orientation andmargins

To select the paper size



3. On the Result Preview pane, click Report.4. In the Paper Layout section click the arrow next to the Page size list

box, and then select the paper size you want to apply to the report.Web Intelligence allocates pages to reports from left to right first, andthen from top to bottom. This means that if a report is wider than the widthof the paper size you defined, Web Intelligence inserts page breaks.

5. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence applies the selected paper size to the report.

To select the page orientation




10Formatting reports and report page layoutDefining page size, orientation and margins

The Result Preview pane displays the structure of the report.

3. On the Result Preview pane, click Report.4. In the Paper Layout section click the arrow next to the Orientation list

box.5. Select the orientation you want to apply to the report.

You can apply other modifications to the document using the tabs on theHTML Report Panel or run the report now to view the results.

6. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence applies the selected orientation to the report page.

To set margins



3. On the Result Preview pane, click Report.4. In the Margins section, type a measurement for one or more margins.

The measurement unit used for the position (for example, inches orcentimeters) is specified in your locale.

5. ClickRun, if you are generating the results for the first time, or clickApply,if you have already generated the results once.Web Intelligence displays the report with the page margins you specified.


Formatting reports and report page layout10 Defining page size, orientation and margins

Displaying report titles

To display the report title

You can display a title in a report. This is useful if you want to print the report,and distribute it to colleagues. The report title appears at the top of the reportpage.



3. On the Result Preview pane, click Report.4. In the Report Title section of the options, select Show report title cell.

The Report Title area appears in the Result Preview pane.

5. Click the Report Title area in the Result Preview pane.The Report Title Format options appear to the right of the ResultPreview pane.

6. Type the report title into the Enter text here text box.7. Set the formatting options you want for the report title.8. ClickRun, if you are generating the results for the first time, or clickApply,

if you have already generated the results once.Web Intelligence displays the report title with the formats you chose.


10Formatting reports and report page layoutDisplaying report titles

Formatting page headers and footers

To display or hide a header or footer

You can display or hide headers and footers in a report.



3. On the Result Preview pane, click Report.You define the page headers and footers in the Headers section of theReport Format options.

4. Show or hide the page headers and footers as appropriate.5. ClickRun, if you are generating the results for the first time, or clickApply,

if you have already generated the results once.Web Intelligence shows or hides the report header as you specified.

To specify cell contents for headers and footers

You can set the content of headers and footers.

1. Verify that the header or footer you want to format is displayed on thereport.

2. Click Page Header or Page Footer on the Result Preview pane.The three cells you can use to display information, in the selected headeror footer, appear in the Page Header Format or Page Footer Formatpane.

3. Select the cell you want to use to display information.


Formatting reports and report page layout10 Formatting page headers and footers

4. In the Enter text here pane type the text or special field you want toappear in the selected header or footer cell.The following table provides the special fields you can use:

type...for example,To display...

[page]1the page number of thecurrent report page,

[pages]50the total number ofpages in the current re-port,

[page]/[pages]1/50

the page number of thecurrent report page overthe total number ofpages in the report

Page: [page]Page: 1text before or after thepage number,


To set the height and background color of headersand footers

You can set the height and background color of headers and footers.

1. Make sure the header or footer you want to format is shown on the report.2. Click Report on the Result Preview pane.

You define the height and background color in the Headers section of theReport Format options.

3. Set the height and background color.4. ClickRun, if you are generating the results for the first time, or clickApply,



10Formatting reports and report page layoutFormatting page headers and footers

To format a page header or footer cell

You can format headers and footers.

1. Make sure the header or footer you want to format is shown on the report.2. Click Page Header or Page Footer on the Result Preview pane.

The three cells you can use to display information, in the selected headeror footer, appear in the Page Header Format or Page Footer Formatpane.

3. Select the cell you want to format.4. Set the formatting options you want to apply to the selected header or

footer.5. ClickRun, if you are generating the results for the first time, or clickApply,

if you have already generated the results once.Web Intelligence displays the report header and footers with the formatsyou specified.

Managing reports

To insert a report

1. Make sure you are in Edit mode with the HTML Report Panel open andverify you are on the Report tab.The name of the selected report appears in theCurrent report drop-downlist.

2. Next to the drop-down list, click the hyperlink on: To manage reports inthis document, click here.The "Manage Reports" dialog box appears. The name(s) of each reportin the document appear here.

3. Click insert.The "Insert Report" dialog box appears. By default, Web Intelligencenames the new report “Report<number of reports> ?.

4. In the Name box, type a new name for the report, or leave the defaultname.


Formatting reports and report page layout10 Managing reports

5. Click OK.Web Intelligence inserts the new report at the end of the document.

6. Click Close.The Report tab appears. The selected report is the new, blank report.

To move a report

You can change the order of reports in a document. This enables you toorganize the document appropriately when you add or delete reports.


2. Next to the drop-down list, click the hyperlink on: To manage reports inthis document, click here.The "Manage Reports" dialog box appears.

3. Select the report you want to move.The selected report is shaded darker than the other reports.

4. Drag the selected report to a new position in the document.A red line indicates where the moved report will be inserted.

5. Release your cursor.The report appears in the new position.

6. Click Close.The Report tab appears.

To rename a report

When you create a new report, Web Intelligence names the report “Report1 ? by default. You can then rename the report to give the report a moremeaningful name. If you have several reports, naming each report makes iteasier to navigate through the document.

1. Make sure you are in Edit mode with the HTML Report Panel open andverify you are on the Report tab.


10Formatting reports and report page layoutManaging reports

The name of the selected report appears in theCurrent report drop-downlist.

2. Next to the drop-down list, click the hyperlink on: To manage reports inthis document, click here.The "Manage Reports" dialog box appears. The name(s) of each reportin the document appear here. The name(s) of the report(s) in the documentappear on the dialog box.

3. Select the report you want to rename.The selected report is shaded darker than the other reports.

4. Click rename.The "Rename Report" dialog box appears

5. In the Name text box delete the existing name and type a new name forthe report.

6. Click OK.The new report name appears in the "Manage Reports" dialog box. Thereport name does not appear in full, if the button for the report is shorterthan the name. A ToolTip displays the report name in full.

7. Click Close.The Report tab appears. The selected report is the renamed report.

To delete a report

Web Intelligence documents contain at least one report. You can delete anyadditional reports from the document. When you delete a report, all theinformation the report contains is lost.


2. Next to the drop-down list, click the hyperlink on: To manage reports inthis document, click here.The "Manage Reports" dialog box appears.

3. Select the report you want to delete.The selected report is shaded darker than the other reports.


Formatting reports and report page layout10 Managing reports

4. Click delete or press the Delete key.A message appears asking you to confirm you want to delete the selectedreport.

5. Click Yes.The Manage Reports dialog box appears again. The report is deletedfrom the document.

6. Click Close.The Report tab appears. The selected report is the report before thedeleted report.

Formatting hyperlinksSome reports contain hyperlinks to web pages or other Web Intelligencedocuments. You can modify the color of the hyperlinks. The color you selectis applied to all of the hyperlinks in the report.

Note:You need to use the Java Report Panel to insert hyperlinks into WebIntelligence reports.

To format hyperlinks



3. Click Report on the Result Preview pane.4. In the Format section of the report options, select a hyperlink color from

the drop-down list box.5. ClickRun, if you are generating the results for the first time, or clickApply,



10Formatting reports and report page layoutFormatting hyperlinks

Web Intelligence displays the hyperlinks on the report in the color youselected.


Formatting reports and report page layout10 Formatting hyperlinks

Using standard calculationsin reports

11

Standard calculationsYou can use standard calculation functions to make quick calculations onthe data in Web Intelligence reports. The following standard calculations areavailable:

DescriptionCalculation

Calculates the sum of the selected da-ta.Sum

Counts all rows for a measure objector count distinct rows for a dimensionor detail object.

Count

Calculates the average of the data.Average

Displays the minimum value of the se-lected data.Minimum

Display the maximum value of the se-lected data.Maximum

Displays the selected data as a percent-age of the total. The results of the per-centage are displayed in an additionalcolumn or row of the table.

Note:Percentages are calculated for the se-lected measure compared to the totalresults for that measure on the table orbreak. To calculate the percentage ofone measure compared to anothermeasure, you need to build a customcalculation.

Percentage

Applies the default aggregation functionto a standard measure, or the databaseaggregation function to a smart mea-sure.

Default


Using standard calculations in reports11 Standard calculations

When you apply a standard calculation to a table column, the calculationresult appears in a footer in the column. Web Intelligence adds a footer forthe result of each calculation if you apply multiple calculations to the samecolumn.

To insert or remove a calculation1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Properties tab. If the Properties tab is not visible,select the More report options check box.A document can contain multiple reports. The name of the selected reportappears in the Current report drop-down list box.


The Result Preview pane displays the structure of the report block. (Theblocks on which you can insert calculations are tables, crosstabs, orforms).

3. On the Result Preview pane, click the part of the block on which youwant to insert a calculation.If you are working with a table or crosstab you can select the columns,rows, or body. If you are working with a form you can select the title orvalue.

4. On the pane to the right of the Result Preview pane, select the objecton which you want to insert a calculation.The selected object becomes a darker shade than the other objects. Awhite check box appears next to the calculations you can insert for theselected object. Calculation check boxes are grayed out, if a calculationcannot be performed with the type of data on the selected object.

5. Select the calculation check box(es) for the calculation(s) you want toinsert for the selected object. To remove a calculation, unselect the checkbox.You can apply other modifications to the document using the tabs on theHTML Report Panel or run the report now to view the results.



11Using standard calculations in reportsTo insert or remove a calculation

The results of each calculation appear in the footer of the table. If thetable includes breaks, the calculation results appear in the break footer.Percentage calculations appear in an additional column or row next tothe values they calculate.


Using standard calculations in reports11 To insert or remove a calculation

Working with documents

12

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

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 documents12 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.


12Working 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 documents12 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.


12Working 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• Recovering autosaved documents

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/~WebIntelligence folder.

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 yourautosaved document. Web Intelligence regularly deletes documents fromthe folder based on the autosave settings.Related Topics• Saving documents automatically• How Web Intelligence manages autosaved documents


Working with documents12 Saving documents

How Web Intelligence manages autosaved documents

Web Intelligence saves documents automatically in the MyFavorites/~Web Intelligence 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 sizelimit, which is set in the CMC. When the total size of the documents in thefolder exceeds this limit, Web Intelligence deletes as many of the oldestdocuments in 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• Recovering autosaved documents

Printing Web Intelligence documentsYou print Web Intelligence documents report-by-report. You can print oneor multiple reports from a single document.


12Working with documentsPrinting Web Intelligence documents

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.

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 documents12 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


12Working 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.

Uncheck Auto-merge dimensionsto set Web Intelligence to not tomerge dimensions automatically evenif the auto-merge dimensions criteriaexits.

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

At Document level property, QueryStripping can be enabled or disabledby all the users of Web Intelligence tochange the report objects for analysis.Query Stripping at document levelproperty is disabled by default. QueryStripping is enabled at the documentlevel property only if it is enable at thequery level property. This feature isapplicable only for OLAP databaseusers. In a Query Stripping enableddocument, if a query filter is used on aMeasure object, Web Intelligence doesnot strip the objects.

Enable Query Stripping



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.


12Working with documentsWeb 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

Index2D bar charts

formatting options 932D charts 893D charts 88, 94508 compliance

and the HTML Report Panel 16

AActive Server Pages (ASP)

and the Java Report Panel 15adding charts to reports 13adding formulas to reports 13adding objects to charts 91adding objects to queries 34adding tables to reports 13aligning charts on reports 60aligning tables on reports 60Allow Other Users to Edit All Queries property

38ambiguous queries 37And operator 44, 45applying sorts to sections 80area charts 87ascending sort order 75Auto-Merge Dimensions document option 136autosaved documents

how Web Intelligence manages 135autosaving documents 133Average standard calculation 126

Bbackground color

setting on chart legends 100

background color (continued)setting on charts 97setting on footers 119setting on headers 119

bar charts 86Between operator 48, 109blocks

aligning on reports 60synchronizing drill on 25

border colorselecting on charts 97

border sizeselecting on charts 97

borderschanging the style of 62, 63, 65selecting color on chart legends 100selecting color on charts 97selecting size on chart legends 100selecting size on charts 97

Both operator 49break properties 82

setting 83breaks

centering values across 64compared to sections 81default sort order in 81defined 81displaying subtotals using 81effect on sorts 76inserting in tables 82organizing data with 81setting properties of 83

building queries 32business intelligence

and Web Intelligence 12offline 12


business intelligence (continued)over the web 12

Ccalculations

improving performance of 15standard 126

centering column values in crosstabs 64centering values across breaks 64Central Management Console (CMC)

and autosaving 133, 135changing the border style 62, 63, 65changing the currency format 62, 63, 65changing the height of charts 96changing the number format 62, 63, 65changing the order of prompts 39changing the order of sections 72changing the width of charts 96character strings

alphabetical order 81default sort order on 81

chart axesadding objects to 91removing objects from 92repositioning objects on 92

chart templatesselecting 55, 56, 90

charts2D charts 893D charts 88, 94adding objects to 91adding to reports 13aligning on reports 60area charts 87axis labels 86axis legend 93bar charts 86changing the height of 96changing the width of 96displaying axis values on 102displaying data in 91

charts (continued)displaying values logarithmically on 102displaying values on 97formatting data values on 99formatting font on legends 100formatting labels on 102formatting options 93formatting values on axes 101limitations when saving as Excel 132line charts 86pie charts 87polar charts 88radar charts 88scatter charts 88selecting background color 97selecting border color 97selecting border color of legends 100selecting border size 97selecting border size of legends 100selecting font on legends 100selecting templates 55, 56, 90setting frequency of axis value on 102setting number format on axes 104showing values as percentages on 99types of 86X-Axis 88, 89Y-Axis 88, 89, 95Z-Axis 88, 89, 93

choosing a query context 38classes

relationship with objects 33role of 33

classic measures 34Clear Contexts query property 42clearing query contexts 42CMC

and autosaving 133, 135CMS 12columns

reordering in tables 59combining query filters 44


Index

comma-separated values (CSV)saving documents as 132

contextsand universes 38choosing when running queries 38clearing 42defined 38resetting on refresh 41

Count standard calculation 126creating custom query filters 44creating documents 14, 32creating documents from InfoView 130creating prompts 46creating report filters 106creating subsections in reports 71crosstabs 53

centering column values in 64changing the background color of 63changing the currency format in 63changing the font style in 63changing the height of rows in 63changing the number format in 63changing the width of columns in 63displaying headers in 63formatting 62hiding headers in 63

CSVsaving documents as 132

currencychanging the format of 62, 63, 65

custom query filterscreating 44

custom scope of analysis level 36custom sort order 75

Ddata

analyzing 13comparing in bar charts 86displaying in charts 91displaying in crosstabs 53

data (continued)displaying in forms 54displaying in horizontal tables 52displaying in tables 56displaying in vertical tables 52displaying segments of 87displaying total amounts of 87displaying trends over time in 86displaying using the Document Locale 28displaying using the Preferred Viewing

Locale 28filtering 13filtering retrieval of 44filtering using report filters 106grouping with sections 68, 70grouping with subsections 71interrupting retrieval of 35sorting 13, 75

data samplingand Query - HTML 42and the Java Report Panel 42

databasessampling support in 42

default sort order 75in breaks 81on character strings 81on numeric values 81

Default standard calculation 126default universe 22deleting documents from InfoView 130deleting reports 122descending sort order 75detail objects

defined 33relationship with dimensions 33

Different From operator 47, 108Different From Pattern operator 49dimension objects

defined 33dimensions

centering repeated values in crosstabs 64displaying in crosstabs 53


Index

dimensions (continued)sorting on 76

displaying data using the Document Locale 28displaying data using the Preferred Viewing

Locale 28displaying footers in reports 118displaying headers in crosstabs 63displaying headers in reports 118displaying subtotals using breaks 81displaying text in footers 118displaying text in headers 118displaying titles on reports 117displaying values at an angle on axes 101displaying values on chart axes 102document creation and viewing options 19Document Locale

defined 26, 27displaying data using 28

document propertiesauto-merge dimensions 136enhanced viewing mode 136permanent regional formatting 136refresh on open 136setting 139use query drill 136viewing 139

documentscreating 32creating from InfoView 130deleting from InfoView 130editing 32how Web Intelligence manages autosaving

135inserting reports in 120navigating 13opening from InfoView 130permanently associating locales with 29printing 13, 135recovering autosaved documents 134saving 32saving as CSV 132saving as Excel 132

documents (continued)saving as PDF 131saving automatically 133saving in InfoView 131selecting creation and viewing options 19selecting the default universe for 22tools for creating and editing 14viewing 13

drillhiding the drill toolbar 24setting options 24snapshots 13starting 26starting on duplicate report 26synchronizing on blocks 25

drill modeand the scope of analysis 35

drill optionshide drill toolbar option 24prompt for additional data option 25setting 24start drill on duplicate report option 26start drill on existing report option 26start drill session option 26synchronize drill on report blocks option 25

drill snapshots 13Drill toolbar

hiding 24drilling on reports 13duplicate values

removing 64

Eediting documents 14, 32Enhanced Viewing Mode document option 136Equal To operator 47, 108Excel

saving documents as 132Except operator 50


Index

Ffiltering data 13filters

creating report filters 106report filters 106selecting a predefined query filter 44

fixed data sampling 42fonts

formatting on chart legends 100selecting on chart legends 100

footersdisplaying 118displaying text in 118formatting 120hiding 118setting the background color of 119setting the height of 119

formatting crosstabs 62, 63formatting fonts on chart legends 100formatting footers 120formatting forms 65formatting headers 120formatting labels on chart axes 102formatting options for charts 93formatting section cells 74formatting sections 73formatting tables 61, 62formatting values on chart axes 101forms 54

changing the background color of 65changing the currency format in 65changing the font style in 65changing the height of rows in 65changing the number format in 65changing the width of columns in 65formatting 65

formulasincluding in reports 13

free-standing cellsand section headers 81

functionsGetContentLocale 27GetLocale 27GetPreferredViewingLocale 28

GGetContentLocale function 27GetLocale function 27GetPreferredViewingLocale function 28Greater Than operator 47, 108Greater Than Or Equal To operator 47, 108grouping data with sections 68

Hheaders

displaying 118displaying in crosstabs 63displaying text in 118formatting 120hiding 118hiding in crosstabs 63setting the background color of 119setting the height of 119

heightchanging on charts 96setting on footers 119setting on headers 119

hiding footers in reports 118hiding headers in crosstabs 63hiding headers in reports 118hiding the drill toolbar 24horizontal tables 52HTML Report Panel

and 508 compliance 16and JSP 16building and running queries using 32defined 16Report Definition pane 55, 56, 90Report tab 57selecting as document creation tool 19


Index

hyperlinksand the Java Report Panel 123setting the color of 123

Iimproving calculation performance 15In List operator 49, 109InfoView 12

accessing Web Intelligence from 18creating documents from 130deleting documents from 130logging in to 18logging out of 19opening documents from 130saving documents in 131selecting document creation and viewing

options in 19selecting the default universe in 22selecting the document view format in 22selecting the query editor in 22selecting universes in 32setting drill options in 24setting locale options in 26setting the Preferred Viewing Locale in 28setting the Product Locale in 27

inserting breaks in tables 82inserting reports in documents 120inserting standard calculations 127interface locale

setting 27interrupting queries 35Is Not Null operator 110Is Null operator 110

JJava Report Panel

and data sampling 42and hyperlinks 123and the scope of analysis 36and Web Intelligence Rich Client 15

Java Report Panel (continued)defined 15selecting as document creation and viewing

tool 19Java Server Pages (JSP)

and interactive view format 19and on-report analysis 13and Query - HTML 14and the HTML Report Panel 16and the Java Report Panel 15

Llabels

formatting on chart axes 102Less Than operator 48, 109Less Than Or Equal To operator 48, 109line charts 86lists of values

selecting from in prompts 46locales

defined 26Document Locale 26, 27, 28permanently associating with documents 29Preferred Viewing Locale 26, 28Product Locale 26, 27

logging in to InfoView 18logging out of InfoView 19

Mmargins

setting the measurements of 116Matches Pattern operator 49Max Retrieval Time query property 39Max Rows Retrieved query property

compared to Sample Result Set property 39Maximum standard calculation 126measure objects

defined 34measures

displaying in crosstabs 53


Index

measures (continued)restrictions on in pie charts 87sorting on 76

Minimum standard calculation 126moving reports 121

Nnaming reports 120nesting query filters 45Not Between operator 48, 109Not Equal To operator 47, 108Not In List operator 49, 110number format

selecting for chart axes 104numbers

changing the format of 62, 63, 65selecting format of for chart values 104

Oobjects

adding to chart axes 91adding to queries 34adding to tables 57classic measure 34detail 33dimension 33measure 34relationship with classes 33removing from chart axes 92removing from queries 34removing from tables 58repositioning in charts 92repositioning in tables 58smart measure 34

on-report analysis 13opening documents from InfoView 130operators

And 44, 45Between 48, 109Both 49

operators (continued)Different From 47, 108Different From Pattern 49Equal To 47, 108Except 50Greater Than 47, 108Greater Than Or Equal To 47, 108In List 49, 109Is Not Null 110Is Null 110Less Than 48, 109Less Than Or Equal To 48, 109Matches Pattern 49Not Between 48, 109Not Equal To 47, 108Not In List 49, 110Or 44, 45

Or operator 44, 45organizing data using breaks 81

Ppage layout

setting for sections 74page numbers

displaying on reports 118page orientation

selecting 115page-to-page navigation 13paper size

selecting 115PDF

saving documents as 131Percentage standard calculation 126percentages

displaying on charts 99Permanent Regional Formatting document

option 136pie charts 87

formatting options for 95polar charts 88


Index

Portable Document Format (PDF) 13saving documents as 131viewing documents as 19

Preferred Viewing Localedefined 26, 28setting 28

previewing the structure of reports 112printing documents 135printing reports 13, 135, 136prioritizing sorts 79Product Locale

defined 26, 27setting 27

prompt operatorsBetween 48, 109Both 49Different From 47, 108Different From Pattern 49Equal To 47, 108Except 50Greater Than 47, 108Greater Than Or Equal To 47, 108In List 49, 109Less Than 48, 109Less Than Or Equal To 48, 109Matches Pattern 49Not Between 48, 109Not Equal To 47, 108Not In List 49, 110

promptschanging the order of 39creating 46

Properties tab 68

Qqueries

adding objects to 34Allow Users to Edit All Queries property 38ambiguous queries 37and query contexts 37building and running 32

queries (continued)building with Query - HTML 14changing prompt order in 39choosing contexts when running 38Clear Contexts property 42filtering data selection in 44interrupting 35Max Retrieval Time property 39query contexts defined 38removing 35removing objects from 34Reset Contexts on Refresh property 41restricting access to 38Retrieve Duplicate Rows property 40Sample Result Set property 42setting time limits for 39

Query - HTMLand data sampling 42and JSP 14and on-report analysis 14defined 14selecting as query editor 19

query contexts 37and universes 38choosing 38clearing 42defined 38resetting on query refresh 41

query editorQuery - HTML 14selecting 22

query filter operatorsBetween 48, 109Both 49Different From 47, 108Different From Pattern 49Equal To 47, 108Except 50Greater Than 47, 108Greater Than Or Equal To 47, 108In List 49, 109Less Than 48, 109


Index

query filter operators (continued)Less Than Or Equal To 48, 109Matches Pattern 49Not Between 48, 109Not Equal To 47, 108Not In List 49, 110

query filters 44adding complexity by nesting 45combining 44creating custom 44nesting 45reordering 45selecting predefined 44

Query Filters tab 44query properties

Allow Other Users to Edit All Queries 38Clear Contexts 42Max Retrieval Time 39Max Rows Retrieved 39Reset Contexts on Refresh 41Retrieve Duplicate Rows 40Sample Result Set 42

Query Stripping 40

Rradar charts 88random data sampling 42recovering autosaved documents 134Refresh on Open document option 136Remove Duplicates break property 82removing duplicate values 64removing objects from charts 92removing objects from queries 34removing queries 35removing sections from reports 72removing standard calculations 127renaming reports 121reordering query filters 45Report Definition pane 55, 56, 90report filter operators

Between 48, 109

report filter operators (continued)Different From 47, 108Equal To 47, 108Greater Than 47, 108Greater Than Or Equal To 47, 108In List 49, 109Is Not Null 110Is Null 110Less Than 48, 109Less Than Or Equal To 48, 109Not Between 48, 109Not Equal To 47, 108Not In List 49, 110

report filters 106creating 106

Report tab 57report titles

displaying 117reports

aligning charts on 60aligning tables on 60analyzing data in 13applying a paper size to 115applying page orientation to 115changing the order of sections in 72creating sections in 70creating subsections in 71deleting 122displaying footers in 118displaying headers in 118displaying page numbers on 118displaying the total number of pages in 118displaying titles on 117drilling on 13duplicating 26filtering data in 13hiding footers in 118hiding headers in 118inserting in documents 120interacting with 12, 19making drillable 26moving 121


Index

reports (continued)naming 120navigating 13previewing structure of 112printing 13, 135, 136removing sections from 72renaming 121saving 13setting margin measurements of 116sorting data in 13viewing 13, 19viewing in PDF 19

repositioning objects on chart axes 92Reset Contexts on Refresh query property 41resetting query contexts on refresh 41restricting rows at database level 42restricting the number of rows in a query 39Result Preview pane 60, 73, 74, 79, 80, 82, 83,

115, 116, 117defined 112

Retrieve Duplicate Rows query property 40retrieving a sample result set 39retrieving duplicate rows 40rows

reordering in tables 59restricting number of at database level 39,

42restricting number of at query level 39retrieving duplicates 40sampling at database level 42

running queries 32

SSample Result Set query property

compared to Max Rows Retrieved property42

sampling rows at database level 42saving documents 32saving documents as CSV 132saving documents as Excel 132saving documents as PDF 131

saving documents in InfoView 131scatter charts 88scope of analysis

and drill mode 35and universe hierarchies 35custom 36defined 35impact on document size 36levels of 36setting 37

section cells 81and sorts on sections 80formatting 74

sectionsapplying sorts to 80changing the order of 72compared to breaks 81creating in reports 70creating subsections in 71formatting 73formatting section cells 74grouping data with 68removing from reports 72setting the page layout of 74

selecting a predefined query filter 44selecting border color on chart legends 100selecting border size on chart legends 100selecting chart templates 55, 56, 90selecting fonts on chart legends 100selecting number format for chart axes 104selecting table templates 55, 56, 90selecting the document view format 22selecting the page orientation 115selecting the paper size 115selecting the query editor 22selecting the query universe 32setting break properties 83setting document properties 139setting drill options 24setting frequency of chart values 102setting report margins 116setting the background color of footers 119


Index

setting the background color of headers 119setting the color of hyperlinks 123setting the height of footers 119setting the height of headers 119setting the interface locale 27setting the page layout of sections 74setting the Preferred Viewing Locale 28setting the Product Locale 27setting the scope of analysis 37setting time limits for queries 39Show Break Footer break property 82Show Break Header break property 82smart measures 34

and standard calculations 126sort order

ascending 75custom 75default 75, 81descending 75

sorting data 75sorting data in tables 76, 78sorts

and table breaks 76applying to tables 78prioritizing 79types of 75

standard calculations 126inserting in reports 127removing from reports 127

Start on New Page break property 82starting drill mode 26subclasses 33subtotals

displaying using breaks 81Sum standard calculation 126

Ttable breaks

compared to sections 81default sort order in 81defined 81

table breaks (continued)displaying subtotals using 81organizing data with 81

table templatesselecting 55, 56, 90

tablesadding breaks to 81adding objects to 57adding to reports 13aligning on reports 60changing the background color of 62changing the currency format in 62changing the font style in 62changing the height of rows in 62changing the number format in 62changing the width of columns in 62crosstabs 53formatting 61forms 54horizontal tables 52inserting breaks in 82prioritizing sorts in 79removing objects from 58reordering columns in 59reordering rows in 59repositioning objects in 58selecting templates 55, 56, 90sorting data in 76, 78types of 52vertical tables 52

tabsProperties 68Query Filter 44Report Filters 106

titlesdisplaying on reports 117

toolbarsDrill toolbar 24

total number of pagesdisplaying on reports 118


Index

Uuniverse hierarchies

and the scope of analysis 35universes

and query contexts 38defined 32selecting as query universe 32selecting default 22selecting the query universe 32

Use Query Drill document option 136

Vvalues

displaying as pecentages on charts 99displaying at an angle on chart axes 101displaying logarithmically on chart axes 102displaying on chart axes 102displaying on charts 97, 99formatting on chart axes 101formatting on charts 99selecting display frequency on chart axes

102sorting in sections 80

vertical tables 52view format

selecting 22viewing document properties 139viewing reports 13

WWeb Intelligence

accessing from InfoView 18

Web Intelligence (continued)and business intelligence 12and InfoView 12using offline 12

Web Intelligence interfacesetting the locale of 27

Web Intelligence Rich Client 12and the Java Report Panel 15and the scope of analysis 36defined 15selecting as document creation and viewing

tool 19WID documents 12

working with in CMS 15working with locally 15

widthchanging on charts 96

XX-Axis

displaying on radar charts 88

YY-Axis 95

displaying on radar charts 88

ZZ-Axis 93

displaying on 2D charts 89displaying on 3D charts 88


Index

Documents

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