73 Selecting a Web Intelligence Report Panel
Transcript of 73 Selecting a Web Intelligence Report Panel
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Selecting a Web Intelligence report
panel
Business Objectsal i i S J l J P OOll f l ,p i l Iny
Procedure
1. Start the transaction using the menu path or transaction code.
Home Pageof InfoView
Go directly to: InfoView
li'l D o cu m e n t L i st
I i ! ; ] M y Favorites
~ M y Inhox[[h Mv Preferences
~ Informa tion OnDemand Services
@ ' Help
2. Click My Preferences.
DIn InfoView, you can view the panels available to you for creating and editing Web
Intelligence documents.
The InfoView Preferences page allows you to modify Web Intelligence settings.
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Selecting a Web Intelligence report
panel
Business Objectsal i i S J l J P OOll f l ,p i l Iny
Internal
InfoV iew Start Page:
0Home
o My Inf oV iew
o Favorites
Olnbox
o Folder: (unspecified) ~wse ..
oCategory: (unspecified) ~wse ..
oDashboa rd : (unspeci fi ed ) ~ws; :: :- I
o InfoVlew Page Layout: (unspecified) ~wse ..
.. Genera~ -1~1
Document Navigation View:
o Folder
oCategory
I
Ii
II
@ 9~ ir:
If>
Set the number of objects (msx.) per page: ~
3. Click the arrow before General" .
DThis is the InfoView Preferences page. The page is organized into different drop-down
sections that allow you to view and modify settings concerning InfoView and Web
Intelligence.
Internal
r F , i General _
.. Change Password _
.. Web Intelligence _
.. Desktop Intelligence _
.. Crystal Reports _
.. Dashboard and Analytics _
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Selecting a Web Intelligence report
panel
Business Objectsal i i S J l J P OOll f l ,p i l Iny
4. Click the arrow beforeWeb Intelligence ..
Internal
Se lec t a de fau I tv iew for mat :
G J Web (no downloading required)
o Interac tive (no downloading required)
o PDF (Adobe AcrobatReader requ ired)
When v iewing a document:
o Use the docu men t loca Ie to for mat the data
G J Use my pref err ed viewing local e to format the dat a
LI
Selec t a defau lt c reat ion/ed it ing too l:
G J Advanced (Java 2 required)
o Interac tive (no downloading required)
o Desktcp (Web Intelligence Rich Client required) '-- __ ----'
o Web Accessibility (508 Compliant)
5. Press [Enter] to continue.
In the Select default creation/editing tool section of the page, you can see that
the Advanced option is selected by default.
In Web Intelligence, there are four options provided for creating and editing Web
Intelligence documents. Your BusinessObjects System Administrator may decide
which of these panels you have the right to use. Or you may be able to select the
panel yourself.
The Advanced, the Interactive, the Desktop, and Web Accessibility options are
described in this lesson. The Desktop option, or Web Intelligence Rich Client, is used
in this course.
Press [Enter] to continue.
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Selecting a Web Intelligence report
panel
Business Objectsal i i S J l J P OOll f l ,p i l Iny
Web Intelligence Java Report Panel
D • "1.1." I I C ' P E d it Q u er y I [l] E d it R e p or t
ilffi 1 ~ 1 ! i l l 1 e P A d d Q ue ry I < 9 1 1m I I
G' R un Q uery .. I ® lJ I e"
t;:_/:__D_ot_ o_,:r=pr= op=er= ti8='======;-:::-1 R e su lt O b j e ct s :
1~"<F~:=,=====!....:ldI'l:..:....,"" To i nc lude dat a in t he re po rt ! se le ct ob je ct s in t he D at a t ab an d dr ag t hem he re. C li ck R un Quer y t o r et ur n t he dat a t o t he r epo rt ,
El·· ·~ . ,1<Fash ion
B··~Time period
~ _ Yea r
i · ·· · · _ Quarter
~ I I I Month
~ I I I Week
L H olida y (yin)
L T L a st y e a r
L···T This year
L...T Christmas period
~....Holiday period
~·~Store
$..:IProductI $HE Promot ions
! ± J . . . ~ Measures
'~
. ! E a Display by objects
Q D i sp l a y b y h i e ra r c h ie s
TXIt
Q u e r y F i lt e rs
T o f i l te r t he q ue ry J d r ag p r ed e fi n ed f il te rs h e re o r d r a g o b je c ts h e re t he n u se t he F i lt er E d i to r t o d e fi n e c us to m f il te rs ,
J I
6. Press [Enter] to continue.
The Advanced option has a drag and drop interface that allows you to create
sophisticated documents containing multiple reports, tables, and charts. You can
create complex filters, custom formulas, and highly formatted documents with
personalized page layouts.
A Java applet is downloaded the first time this panel is used from InfoView.
If advanced query and formula features are required, it is recommended that you use
the Advanced option.
Press [Enter] to continue.
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Selecting a Web Intelligence report
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Internal
Se lec t a de fau I tv iew for mat :
o Web (no downloading required)
o Inter act ive (no down load ing requ ired)
o PDF (Adobe AcrobatReader required)
When v iewing a document:
o Use the docu ment l oca I e t e for mat the data
o Use my pref err ed viewing local e te format the dat a
L
Selec t a defau lt c reat ion/ed it ing teo l:
o Advanced (Java 2 required)
o Interac tive (no downloading required)
o Desktep (Web Intel ligence Rich Client required)
Io Web Accessibility (508 Compliant)--------------~----~~--------------------------------------------------------------'[
~ Cancel I ~
7. Click the Interactive option.
DNow let's look at the Interactive option.
Title zone
Universe
IEn te r you r sea rch pat te rn here I~ .
El t. k eFashion
E I ~ T im e p erio d
I± I ~ Year
_ Q ua rte r
I± l ~ Month
I± l ~ W eek
~ H ol id ay ( yi n)
TLast y e a r
TThis year
TC h r is tm a s p e r io d
THoliday period
I±I IiiI store!±I_Product
I±I IiiI Promotions
I ± l I i i I M eas u r es
@ Display by objects
r. Display by hierarchies
Result Objects
To i nc tuae dat a i n r epo ris , se le ct o bje ct s on t he Un iv er se p ane am i add t hem her e b y c li ck ing t he ar row o r / .J si ng d rag- and- dro p.
C li ck Ru n Quer y t o r et ur n t he r es ul ts .
Query Filters
To f i lt er t he ql Jer y, s el ec t p re de fin ed f il te rs or o bj ec ts on tne Uni ve rse pane and add tnem her e b y c li cki ng t he ar row o r us in g
dr ag -and -dr op . S el ec t F il ter t o s p ec if y t he va lu es yo u wan t r et I. Jr ne d t o r epo rt s or s el ec t P romp t t o d ef in e a mes sag e so userc
can sel ec t vetoes o f the ir cho ice
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Selecting a Web Intelligence report
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Business Objectsal i i S J l J P OOll f l ,p i l Iny
8. Press [Enter] to continue.
The Interactive option does not provide as many features for formatting and
manipulating data as the Advanced option, but you can apply simple query filters and
combine queries.
Once you have run the query and created the document, you can use all the
advanced reporting and formatting features available in the Interactive View mode.
There is no need to download additional software to your workstation in order to use
this panel.
Press [Enter] to continue.
Internal
Se lec t a de fau I tv iew for mat :
@ Web (no downloading required)
o Interac tive (no downloading required)
o PDF (Adobe AcrobatReader required)
When v iewing a document:
o Use the docu men t loca Ie to for mat the data
@ Use my p refer red v iew ing locale ill format the data
L
Selec t a defau lt c reat ion/ed it ing too l:
o Advanced (Java 2 required)
@ Interac tive (no downloading required)
o Desktop (\Neb Intelligence Rich Client required) '-- __ ----'
o Web Accessibility (508 Compliant)
9. Click the Desktop option.
D
Now let's look at the Desktop option which opens the Web Intelligence Rich Client.
Note: If the Web Intelligence Rich Client has not been installed to your computer,
you may need to click Install Now.
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Selecting a Web Intelligence report
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Business Objectsal i i S J l J P OOll f l ,p i l Iny
Create Query
I I IT ] I ~ I E : l 1 t 3 J Add Query I ~ I lEI I
reate Query ~
~ RunQuery r l 1 8 t i Close ~
The Web Intelligence Rich Client runs on your desktop.
It has a drag and drop interface that allows you to create sophisticated documents
containing multiple reports, tables, and charts. You can create complex filters, custom
formulas, and highly formatted documents with personalized page layouts.
Press [Enter] to continue.
TX1ftesult Objects
~---======'=::::;-::::--lf=""f . '=======-.: .Ml. : . . . . . . . . , . Toincludedata inthe report, select objects inthe Data tab and drag them here, ClickRun Query to return the data to
El...f . k eFashion the report,
B"~ Timeperiod
~ .. .. Year
: ... . Quarter
I±l." Month
i ± I . . , " Week
L Holiday (yin)
, TLast year
> . .'V Thisyear,.....Christmasperiod
'..V Holiday period
~H~IStore~HiiiProductI±l"~ Promotions
i ± I . . 1 i ' : ! Measureshuery Filters
Tofilter the query, drag predefined filters here or drag objects here then use the Filter Editor to define custom filters,
Last Refresh Date: (Thisdocument hasnever been reFreshedlL.::
10. Press [Enter] to continue.
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Selecting a Web Intelligence report
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Business Objectsal i i S J l J P OOll f l ,p i l Iny
Se lec t a de fau I tv iew for mat :
o Web (no downloading required)
o Inter act ive (no down load ing requ ired)
o PDF (Adobe AcrobatReader required)
When v iewing a document:
o Use the docu ment l oca I e t e for mat the data
o Use my pref err ed viewing local e te format the dat a
Internal
L
Selec t a defau lt c reat ion/ed it ing teo l:
o Advanced (Java 2 required)
o Interac tive (no downloading required)
o Desktep (Web Intel ligence Rich Client required)
I------'
______ O_ W_e_b_A_c_ce_s_sib_i_li~~~_08_Co_m~p_lia_n~0~ ![
~ Cancel I ~
11. Click the Web Accessibility option.
DNow let's look at the WebAccessibility option.
Internal
Umverse Objects
El~:<"E l ~ T ime pe ri od e xpan de d
I ± I " Year
II I Quar te r
I ± I " Month
I ± I " Week
~ Ho lid~y (yi n)
I± I I£ l storeI±I IrJ Product
I± I I£ l Promotions!±Iii:] Measures
Result Objects
Scope of Ana lysis I None
12. Press [Enter] to continue.
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Selecting a Web Intelligence report
panel
Business Objectsal i i S J l J P OOll f l ,p i l Iny
The Web Accessibility option is similar to the Interactive option in that no software is
downloaded to your workstation.
This panel offers more reporting features that are available in the Interactive option,
but it is a simplified interface, which is essentially made available for developers who
want to deploy a customized version of Web Intelligence.
Press [Enter] to continue.
Internal
.. Genera~ --1~1
Select a defau I tv iew fur mat :
@ Web (no downloading required)
o Interactive (no downloading required)
o PDF (Adobe AcrobatReader requ Ired)
When v iewing a document:
o Use the documen t loca Ie to fur mat the da ta
@ Use my prefer red v iew ing loca le to fur ma t the data
. . Change Password - - 1 1
. . Web Intemgence - - - 1 1
1
1S81eet a defau It c reat ion!ed i ting too I: I'
@ Advanced (Java 2 requ ired)
o Interactive (no downloading required) I'
o Desktop (Web Intelligence Rich Client required) '-- __ ----'
o Web Accessibility (508 Compliant) I_ ______:____:__________:--=--- -,
~ Cancel I ~
If'. - . -
13. Click OK.
D
Once you select the report panel that is most appropriate for your needs, you must
remember to validate your choice.
Clicking OK will validate the change and return you to the Infoview home page.
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