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SAP BusinessObjects Web Intelligence Rich Client is a full-client reporting tool offered with Business Objects XI R3. This reporting tool is very similar to the Webi Java version that most end users are used to seeing in XI R2; however it offers a very important functionality of being able to work on reports offline without being connected to a CMS. It also provides equivalent report creation, editing, formatting, printing, and saving functionality that is found in Business Object’s original full-client reporting tool, Desktop Intelligence.
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Webi Rich Client
Eric Molner
22009 SAP BusinessObjects User Conference
Learning Points
Creating and Editing – Putting Together a Report Working with Reports
Merging data from Multiple Sources Ranking Track Changes Formulas and Variables Formatting and Displaying of Data
Connected, Offline, and Standalone Mode – Discussing the differences between the three modes
Review BOBJ Reporting Client Tools – Webi, Deski, Crystal Reports 2008, Webi Rich Client
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Who Am I ?
Eric Molner is a Chicago-based Consultant with Analytics8. He has extensive real-world expertise with the entire BusinessObjects product suite and all aspects of aBI project including:
Business analysis Report design & best practices Database design System testing Data quality management
Contact: [email protected]
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What we do
Assist our customers in the definition and development of a best fit data and BI solution through…
“It is reassuring to know that I can pick up the phone and talk to someone I can trust, who understands our business based on a long
association, and whose advise is 100% objective”
David Walker, Director of Global IT - Swiss Re.
Chicago • Sydney • Melbourne
Business and Technology requirements analysis & strategic definitions Data Warehouse project management/implementation ETL and data transformation and migration Business Intelligence implementation Dashboard & Scorecard implementation Training and Knowledge transfer System Profiler
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Typical Reporting Deployment
Web Intelligence (Webi) – Web-based UI
where a user can interact with reports by conducting ad-hoc analysis
Desktop Intelligence (Deski) – Full client version of Webi that allows users to continue reporting on their local machine
Crystal Reports – Long time standard reporting tool that satisfies simple to complex reporting needs.
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Throw In Web Intelligence Rich Client
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What is Webi Rich Client ?
Webi Rich Client “the spork” A new tool offered with Business Objects XI3.1 Similar to the Webi Java version Capability to work on reports offline without being
connected to a CMS
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Login
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New Document
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New Document – Data source selection
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Open Document
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Report Panel
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Query Panel
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Query Panel
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Rich Client Working Modes
Connected Mode – Connected to the CMS
Offline Mode – Working with local data sources
NOT connected to a CMS, BUT applies CMS Security
Standalone Mode – NOT connected to a CMS and security is NOT applied
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Connected Mode
What Can You Do ? import documents to the CMS export documents to the CMS open local documents create, edit, and refresh documents save documents locally
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Offline Mode
What Can You Do ? open local documents create, edit, and refresh documents
This requires a local universe/data source and local connection server
save documents locally
Note: Cannot Import or Export documents to a CMS The security information for a CMS is stored in a local security information file (extension LSI) in the LocData folder under the BusinessObjects Web Intelligence
Rich Client installation folder. One computer can store
LSI files for several CMSs.
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Standalone Mode
What Can You Do ? open local documents create, edit, and refresh local documents save documents locally
Note: Cannot Import or Export documents to a CMS
You cannot work with documents or universes that have been secured by a CMS.
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Demo Time
What we will Cover Query Panel Report Panel Common Report Functionality
Merging data from multiple Sources
Ranking Track Changes Formulas and Variables Formatting and Displaying
of Data
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How are they similar ?
Compatible with numerous data sources: Semantic layer – Universe Raw SQL Microsoft Excel CSV files
Varying degrees of user interactivity
Leveraging the same enterprise backbone for distribution
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How do they differ ?
Feature & Usability Comparison What does one offer that another does not?
Technical Comparison How are they different “behind the scenes”?
Business Use Comparison When is each the right tool for the job?
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Web Intelligence (Thin Client)
Feature & Usability Web-based Tightly integrated with other components of BOBJ tool
set (Xcelsius via Live Office) Connected to CMS required Web behavior is extensible via Java SDK
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Web Intelligence (Thin Client)
Technical Interface impact can be tailored to environment (zero-
footprint vs full-featured Java client) .wid file extension Services specific to Web Intelligence in BOE:
Web Intelligence Job Service – receives Webi document request and forwards it to the Webi server for processing
Web Intelligence Processing Service – processes Webi document requests
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Web Intelligence (Thin Client)
Business Usage Primary strength is ad-hoc reporting Generate formatted reports that are easily modified Speed of report development makes it most often the
first stop for enterprise users
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Desktop Intelligence (Deski)
Feature & Usability Original Business Objects full client windows
application High comfort level of some longtime users Flexibility and robustness of full desktop software Extensible via VBA macros
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Desktop Intelligence (Deski)
Technical Requires a desktop install and client middleware .rep file extension Services specific to Deski in BOE:
Desktop Intelligence Cache Service – handles viewing requests and manages viewable pages
Desktop Intelligence Job Service – processes scheduling requests & generates instances of the document
Desktop Intelligence Processing Service – handles viewing requests and generates the documents
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Desktop Intelligence (Deski)
Business Usage Initially the single point for both enterprise reporting
and ad-hoc querying Still has a faithful set of users because it was the first
reporting tool that came with BOBJ. Frequently are still found in the enterprise where:
Heavy VBA customization Legacy BOBJ deployments
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Crystal Reports 2008
Feature & Usability Full client desktop tool for report development More programmatic Satisfies high volume reporting Flexibility and robustness of full desktop software Extensible via VBA macros Pixel perfect
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Crystal Reports 2008
Technical Requires a desktop install .rpt file extension Standalone Viewer available Services specific to Crystal Reports in BOE:
Crystal Reports Cache Service – determines if user request can be satisfied with cached report page
Crystal Reports Job Service – schedules & processes report objects, generates instances of the document
Crystal Reports Processing Service – generates report pages for viewing, retrieves data for the report, and converts the data to one or more EPF files
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Crystal Reports 2008
Business Usage Is a mainstay of boardroom-quality enterprise
reporting, and has been for years Often burst to a set of users with custom data, or
refreshed with prompts by the end user as-needed Front line reporting often leverages previously created
Crystal reports for ease of use High Volume Printing (e.g. Invoices or Financial
Statement)
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Webi Rich Client
Feature & Usability Enables offline creation and editing of Web
Intelligence documents Is essentially a hybrid of Webi and Deski (spork) Use of local datasources No CMS connection required
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Webi Rich Client
Technical Runs in a self-contained Java executable Creates .wid files, leverages the same Webi services Is Java only but no Java application server is necessary Three connectivity options:
Standalone (no CMS or security) Online (connected to CMS, can import and export) Offline (disconnected from CMS, security is still applied)
Supports multiple data sources like Excel and CSV
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Webi Rich Client
Business Usage Used for offline Web Intelligence report access and
modification Incorporate local data Enables creation and formatting of reports in multiple
modes Ease of transitioning from Deski
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Key Learnings
Creating and Editing – Putting Together a Report Working with Reports
Merging data from Multiple Sources Ranking Track Changes Formulas and Variables Formatting and Displaying of Data
Review BOBJ Reporting Client Tools – Webi, Deski, Crystal Reports 2008, Webi Rich Client
Connected, Offline, and Standalone Mode – Discussing the differences between the three modes
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Questions
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Thank you for participating
Please remember to complete and return your evaluation form following this session.
SESSION CODE:
1102