Bo Webi Intelligroup

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2 2005 Intelligroup, Inc. Confidential & proprietary

Web Intelligence

Web Intelligence provides business users an easy to use interactive and

flexible user interface for building and analyzing reports on corporate data over the web, on secured intranets and extranets.

To use Web Intelligence from you local computer, you log into the businessintelligence portal InfoView via your Internet browser. Then, depending on your

security profile, you can interact with the reports in corporate documents or editor build your own documents using a Web Intelligence report panel or querypanel.

Before 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


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Logging into InfoView

To log into InfoView:

1. Launch your web browser.

2. Point your browser to the InfoView bookmark or URL. The InfoView login pageappears.

3. If the System box is blank, type the name of the InfoView server followed by acolon (:), 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.


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Logging into InfoView


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The InfoView Home page


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Creating new document

Click New to get the drop

down listSelect Web intelligencedocument from the list tocreate a new Webidocument


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select a universe fromthe list in InfoView.




Once you are connectedto a universe,

the universe objectsappear in Edit Query Tab.

You can see two tab -Edit Query and EditReport.



Creating new Web Intelligence document

1. On the InfoView Home page, click New and select Web intelligencedocument from the list.

2. You create Web Intelligence documents by selecting a universe in InfoView.Click the title of the universe on which you want to create a document.

Each universe maps to a database containing corporate business information.This database can be a relational database or an OLAP (On-Line AnalyticalProcessing) database. Although the data is stored differently in relational and

OLAP databases, you access it in the same way through a universe.

3. Once you are connected to a universe, the universe objects appear in theQuery Manager.

4. You build a query by selecting objects in the Query Manager Data page, andadding them to the Results Objects pane. You can set various properties for the query.

5. Run the query to get the data for each object.



Building the query

You build a query by selecting objects in the Data tab and dragging them ontothe Result Objects pane.

You can add objects one-by-one or add all the objects in a class folder at once.

You can also remove objects from the Result Objects pane at any time.

Adding an object to a query

To add an object to a query:1. Verify you are in Query View.

The Edit Query button is pressed in when you are working in Query View.



Adding an object to a query

2. In the Data tab, open a class.The class expands to show the objects that belong to the class.

3. Select an object and drag it over to the Result Objects pane.The object or class appears in the Result Objects pane.

4. Run Query



Setting the scope of analysis

In a universe, the objects within each class are usually represented in a hierarchy.For example, a class called Time period contains the objects Year , Quarter ,

Month , and Week arranged in a hierarchy as follows:

The scope of analysis for a query is extra data that you can retrieve from thedatabase to give more details on the data returned by each of the objects in aquery. This extra data does not appear in the initial result document, but it remainsavailable in the data cube, so you can pull this data in to the report to allow you toaccess more detail at any time. This process of refining the data to lower levels of

detail is called drilling down on an object.

In the universe, the scope of analysis corresponds to the hierarchical levels belowthe object selected for a query. For example, a scope of analysis of one leveldown for the object Year, would include the object Quarter, which appearsimmediately under Year.



Setting levels of analysis

When you set the scope of analysis for a query, you include dimensions one or more levels down the hierarchy tree for each dimension that you have added tothe Result Objects pane.

When you run the query, the dimensions included in the scope of analysis arereturned to the cube for that document, but are not projected onto the reports thatthe document contains. They can be added to the reports at any time, withouthaving to run the query again. Values for the dimensions in the scope of analysis

can also be viewed by switching a report to Drill mode, and then drilling down tothem from the values displayed on the report.

To set the scope of analysis:1. Verify that you are in Query View.The Edit Query button on the Web Intelligence toolbar is pressed in when you are

in Query View.2. Click the Show/Hide Scope of Analysis Pane button so that it appearspressed in. The Scope of Analysis panel appears at the bottom of the ResultObjects pane. The default scope of analysis is None .




Each dimension in the Result Objects pane appears in the Scope of Analysis pane.




3. Click the down arrow in the Scope of Analysis drop-down list box.4. Select a level for the scope of analysis.




The level appears in the list box and the dimensions that are hierarchically beloweach dimension in the Result Objects pane appear in the Scope of Analysis pane.

5. If you want to add selected dimensions to the scope of analysis or create acustom scope of analysis, select dimensions in the Query Manager and drag themacross to the Scope of Analysis panel.



Viewing and editing the SQL behind the query definition

When you build a query, it automatically generates the appropriate SQL to retrievethe data from the database that you are accessing. You can view and edit this SQL.

To view the SQL behind a query:1. Verify you are in Query view.If the reports are displayed, click Edit Query to go to Query view.2. On the query panel toolbar, click View SQL .The SQL Viewer dialog box appears, displaying the SQL behind the query.3. If you want to re-use the SQL in another application, click Copy to copythe SQL to the clipboard.

Editing the SQL behind a query1. Verify you are in Query view.If the reports are displayed, click Edit Query to go to Query view.2. On the query panel toolbar, click View SQL .The SQL Viewer dialog box appears, displaying the SQL behind the query.3. Click Use custom SQL .The SQL becomes editable.4. Edit the SQL then click Validate to ensure that it is correct.5. Click Save to save the new SQL.


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Types of combined query

You can combine queries in three relationships: union

intersection minus In a union combination, Web Intelligence takes the all the data from both queries,eliminates duplicate rows, and builds a combined data set.In an intersection combination, Web Intelligence returns the data that is common toboth queries.

In a minus combination, Web Intelligence returns the data in the first query thatdoes not appear in the second.

Building a combined query1. Create an initial query in the Query Panel.2. Click Combined Query on the toolbar.Web Intelligence adds a copy of the initial query to the data provider.The second query has the following characteristics: It contains the same report objects as the original query. It does not contain the filters defined on the original query. It is combined with the original query in a UNION relationship.


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Building a combined query


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Multiple data providers

You can include one or multiple data providers in a single Web Intelligencedocument. When you include multiple data providers, those data providers can be

based on a single universe or on multiple universes available in InfoView.

A maximum number of 15 data providers is supported per document.

To add a new query to a document:1. With the Java Report Panel open, make sure you are in Query View.

The Edit Query button is pressed in when you are in Query View.The query or data providers already defined for the document appear here.


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2. Click the Add Query button on the Query toolbar.


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The Universe dialog box appears.You can create a new query on a universe

already used in the document or select adifferent universe.3. In either of the two lists, select theuniverse on which you want to define aquery.4. Click OK .5. Define the objects, filters, and scope of analysis, and properties you want for thequery.6. If you want to return the data from justthe new query now, click the arrow next tothe Run Query button on the toolbar, thenselect the new query from the drop-downlist of data providers.


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If you want to return the data from all of the data providers in the entiredocument, simply click the Run Query button on the toolbar.

The New Query dialog box appears.

You need to choose how you want to include the data from the new query into thedocument.7. Select the appropriate option.8. Click OK .


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Merging dimensions

Merged dimensions and data synchronization are new in Web Intelligence XI R2.They enormously increase the power and flexibility of Web Intelligence by allowing

you to synthesise data from different sources in the same report, rather than simplyincluding the data.

You merge dimensions when your report draws related data from different dataproviders. For example, you have a report showing revenue and sales targets. Thereport contains sections based on the year, and each section shows revenue and

sales targets. If revenue and sales target data comes from two different dataproviders, Web Intelligence does not know that it is related. You tell Web Intelligencethat the data is related by merging the two data providers on the common dimension,year.

When you merge dimensions, Web Intelligence creates a new dimension that

contains all the values from the original dimensions that make up the mergeddimension. You use this dimension in reports as you use any other report object. Youcan add report objects from all the data providers synchronized through the mergeddimension in the same block as the merged dimension.


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Merging dimensions

1. Click Merge Dimensions button on the toolbar.The Merge Dimensions dialog box appears.


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Merging dimensions

2. Select the dimensions you want to merge in the boxes at the top of the dialogbox.

Note: When you select a dimension, all dimensions of different data types aredisabled because you cannot merge dimensions of different data types.

3. Click Values to view the values associated withthe dimensions.4. Click Merge .The Create Merged Dimension dialog boxappears. You use this dialog box to specify theproperties of the merged dimension.5. Select the dimension in the Source Dimensiondrop-down list.The source dimension provides the default name,description and number formats for the mergeddimension.6. Type the merged dimension name in theMerged Dimension Name box and the mergeddimension description in the Description box.


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Merging dimensions

7. Click OK .The merged dimension name appears in the Merged Dimensions box and the

dimensions that are part of the merged dimension appear in the boxes alongside it.Because an original dimension can be part of one merged dimension only, it nolonger appears in the box above that lists the original dimensions in the query.

8. Click OK to close the Merged Dimensions dialog box.Web Intelligence adds the merged dimensions to the list of merged dimensions in

the Data tab.Once you have created a merged dimension you caninclude it in a report as you include any other report object.Merged dimensions appear under the Merged Dimensionsfolder in the Data tab. You can expand each merged

dimension to see the dimensions that are merged in it.


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Query filters and Report filters

You can apply filters at two levels within a document:

query filters these filters are defined on the query; they limit the data retrievedfrom the data source and returned to the Web Intelligence document

report filters these filters limit the values displayed on reports, tables, charts,sections within the document, but they dont modify the data that is retrieved fromthe data source; they simply hide values at the report level

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

The operator used areEqual , Not Equal, Greater than, Greater than or equal to, Less than,Less than or equal to, Between, Not between, In list, Not in list, Is null, Is not Null,Matches pattern, Different from pattern, Except


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Prompts

A prompt is a dynamic filter that displays a question every time you refresh the datain a document. You answer prompts by either typing or selecting the value(s) you

want to view before you refresh the data. Web Intelligence retrieves only the valuesyou specified from the database and returns those values to the reports within thedocument. Prompts allow multiple users viewing a single document to specify adifferent sub-set of the database information and display it in the same report tablesand charts. Prompts also reduce the time it takes for the data to be retrieved fromthe database.

To create a prompt, you need tospecify three elements:

a filtered object an operator a prompt message


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Prompts

For example, to prompt users to select a specific year, you define a prompt on the[Year] dimension. If your prompt looks like this:

Prompt Equal To (Select a year) it means that the user will see the message Select a year and be prompted toenter a value for Year.

You can create multiple prompts on a document.For example,

Prompt Equal To (Select a year) ANDCity In List (Select a city) When the user runs the query, Web Intelligence displays the prompt dialogbox with the prompt message(s).


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Prompts

When you run the queryor refresh the documentdata, Web Intelligencedisplays the prompts.

Ad d Q Filt


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Advanced Query Filters

In a business situation, you often want to analyze the data on a databaseaccording to multiple criteria that you cannot specify by combining simplefilters.

Example: In this example, you are a financial analyst at a retail store chain. Your business question has two criteria: You want to run a report that shows salesrevenue results for years 2002 and 2003 only for states that achieved salesgreater than or equal to $3M in Year 2003.

To retrieve data that matches both criteria of your question, you need to define asub-set of the data using the advanced filter option and then apply the filter onsales revenue to the sub-set.

There are three steps to building an advanced filter:

selecting objects and defining query filters for the main query selecting objects for the advanced filter adding simple query filters to the advanced filter

B ildi Ad d Filt


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Building Advanced Filters

I ti g d f tti g t bl


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Inserting and formatting tables


When you create a new document, Web Intelligence generates a new reportwith a vertical table and standard formatting. This initial table includes all of thedata in the query behind the document.

You can edit the table contents, personalize the formatting, or turn the table intoa different table type or chart. You can also insert more tables onto the samereport or onto new reports within the same document.



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We can Use Web Intelligence table templates

work in Structure or Results View add tables to reports duplicate tables apply a different template to existing tables add or remove table rows or columns

move or swap table rows or columns replace table columns and rows modify tables to create cross tabs clear and remove tables format tables and table cells

set properties for table headers and footers set page layout for tables display properties for empty table cells avoid duplicate row aggregation


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What are free-standing cells?

Free-standing cells are single cells that stand alone in a report.

You can use free-standing cells to display information that addsmeaning to your report,

such as:

text comments type messages or questions or to add titles

images display logos, icons, or photographs on reports formulas or calculations add custom formulas or calculations

the last refresh date display he date when the document results

were refreshed with the most recent data from the database

the Drill Filter function display the names of the objects by which the dataon a drilled report is filtered

page numbers display the page number of each report page

About charts and chart templates


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Web Intelligence offers standard chart formats to graphically display

your business information.

Choosing the appropriate chart template

You can select one of five basic chart types in Web Intelligence: bar charts

line charts

area charts

pie charts radar, polar, and scatter charts



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Bar charts

Bar charts display data in bar form, either vertically or horizontally. Bar charts are useful if you want to comparesimilar groups of data; for example one timeperiod to another. There are five types of bar charts:grouped, bar and line, stacked, percent, and 3D.

Line charts

Line charts connect specific data values with lines, either horizontally or vertically. Line charts are useful if youwant to show trends or changes in data over time. Thereare five types of line charts: mixed, stacked, percent, 3D,and 3D surface.

Ab t h t d h t t l t


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Area charts are line charts in which the area between the linesand axis are filled in. Area charts are useful if you want to

emphasize the size of the total data in a report, as opposed to thechanges in the data. You may not want to use an area chart if youhave a sharp contrast between specific data points. Use a linechart instead. You can use more than one measure object on theY-axis as long as the measures are of the same type and scale; for

example, Number of Guests, and Future Guests. There are fivetypes of area charts: absolute, stacked, percent, 3D area, and 3Dsurface.

Pie charts display data as segments of a whole. Pie charts are

useful if you want to show how each part of your report datacontributes to the total. You can only include one measure objectin a pie chart. If you have several measures in your report, youshould choose another chart type. There are four types of piecharts: pie, 3D pie, ring, 3D ring.


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F tti g b d d t


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Formatting numbers and dates

These are the formats that you can apply to values displayed in

cells and on chart axes.You can select from a range of predefined formats or create your owncustom formats.

default formats

applying predefined formats defining custom formats

Including Images on Reports


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You can insert images in Web Intelligence reports. For example, you can insert acompany logo or images of the products the report highlights.

How you display images in reports ?

To ensure the security of reports image files are usually located on a Secured webserver on your corporate network. To display an image in areport, you link aselected area of the report to an image file on a web server. There are two ways to

link to images:

Type the file name onlyIf the image file has been installed by your administrator on the images directory on

the BusinessObjects server, you can simply type the file

name. The images directory is typically:\ImagesWhen you type the file name, Web Intelligence automatically insertsboimg:// before the file name, which maps to the file on the server.(For example: boimg://efashion_logo.gif)



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Type the URL and the file name

If image files are located on another web server, you need to type the

URL as well as the file name. For example:

http://www.internal.businesscompany.com/images/company_logo.gif

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

Using Sections and Breaks
http://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gifhttp://www.internal.businesscompany.com/images/company_logo.gif


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Using Sections

To make reports easyto navigate, you candivide the report intosections that grouprelated data together.The tables and chartsin a section onlydisplay the datarelevant to the

dimension on whichthe section is created.



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g

Using Breaks

A break is a division in aresult table in which datais grouped according to aselected value into self-contained parts. Theseparts are represented as

smaller tables. You usebreaks to display all thedata for each unique valueof a dimension in separatetables.Using breaks has twomain advantages: you can more efficientlyorganize how your data isrepresented you can display subtotals

H B k Diff t f S ti


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How Breaks are Different from Sections

W ki g ith St d d l l ti


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Working with Standard calculations

You can use standard calculation functions to make quick calculations on thedata in WebIntelligence reports.

Calculations


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Inserting calculations

Alerters


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Alerters

Alerters enable you to highlight results that meet or fail specific business targets .

Sub Alerter


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Sub Alerter

An alerter can be made of multiple sub-alerters, each containing one or multipleconditions. Sub-alerters allow you to apply different conditions and differentformatting to a single object.

For example, in a single alerter defined for [Sales revenue], one sub-alerter canhighlight high results in green and a second sub-alerter can highlight low results inred. You can include a maximum of eight sub-alerters in an alerter.

Custom Calculations


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Custom Calculations

Custom calculations allow you to add additional calculations to your reportbeyond its base objects and the standard calculations provided byWebIntelligence.

You can add formulas in two ways:

by typing or dragging and dropping the formula components into the Formulatoolbar

by using the Formula Editor to build the formula

Formula Toolbar

Entering the Formula


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By Typing

By Dragging and Dropping

Saving Formulas as Variables


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Saving formulas as variables has the advantages of:

Allowing you to re-use a formula in a report without the need to re-create iteach time

Simplifying complex formulas by breaking them down into variables.

There are two ways of saving a formula as a variable:

using the Create Variable dialog box you save an existing formula as a

variable using the Variable Editor you create the formula and save it as a variable

at the same time

Variables


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Creating a variable using the Create

Variable dialog box:

Create your formula in the formulatool bar or select an existing

formula and select create variableicon. Then type the name,Description and select thequalification of the object.

Troubleshooting Formulas


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This chapter describes the errors that WebIntelligence generates when you

create a formula that contains an error.The errors are :

# DIV/0 # MULTIVALUE # OVERFLOW

# SYNTAX # INCOMPATIBLE # ERROR

Organizing data in reports


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You use drill to analyze the results displayed in reports. Drilling on reports letsyou look deeper into your data to discover the details behind a good or badsummary result displayed in tables or charts.

Drill Options:

The options for drill allow you to choose whether you want to:

drill directly on the selected report or create a duplicate report and drill onthe duplicate

be prompted with a message or not, whenever a new query is necessaryduring a drill action

synchronize your drill actions on all the blocks in the drilled report

display or hide the Drill toolbar

Setting Drill options


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O n the Infoview toolbar click options and then the WebI documentpreferences .

Scope Of Analysis


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The scope of analysis is the ability to include additional data in a document, whichis not displayed in the reports. When you start Drill mode, you can drill on any of the displayed results down to the detailed data included in the scope of analysis.

You can select a predefined level for the scope of analysis or define your owncustom level.

Predefined the scope of analysis is the same for each dimension in thereport.

Customized you specify the dimensions in each class to which you wantto be able to drill.

Drill Mode


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Opening a Report in Drill Mode

Drilling Down

Drill Modes


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Drilling Up

Drilling By

When you drill down or up, you move through a hierarchy one dimension at a time. However,

you can get another view of the data by slicing it in a different way, and then look at the datain other hierarchies. To do this, you drill by the other dimensions that interest you.

Drilling out of Scope Of Analysis


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When you are drilling a WebIntelligence report, you may want to drill up or down toa dimension that lies outside the scope of analysis defined for the document. Toreturn the additional data, WebIntelligence must run a new query that includesthe additional dimension(s) you specify. This is called extending the scope of

Analysis .

Informs you that anew query isnecessary to returnadditional data.

Drilling out of Scope Of Analysis


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The dialog box lists the dimensions in the hierarchy above and below the drilledvalue. The dimensions already included in the document are checked. The dialogbox also displays the filters that you can select to filter the new query.

Drilling on Measures


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When you drill on a measure value, WebIntelligence performs the drill action

one level down for each related dimension in the block and displays thenew measure calculation for the displayed dimensions.

Drilling on charts


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Drilling down, up, or by on a chart, provides you with a graphical explanationfor why summary results are particularly high or low.

The following section of this guide tells you how to drill on: dimensions by drilling on chart axes measures by drilling on the data bars or markers in the body of the chart dimensions by drilling on the chart legend

Open Document Function


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OpenDocument is a function that enables you to open a Web Intelligence documentusing a URL. You can use OpenDocument syntax to create a hyperlink in onedocument that opens another document containing related information. Bothdocuments need to be stored on the corporate repository and be accessible viaInfoView.

How OpenDocument syntax worksOpenDocument syntax enables you to define a hyperlink in a report cell that links to

another document.Example: Link a report, showing sales revenue results for US states to a

document showing store information for the state you choose

In this example, a crosstab in a Web Intelligence report displays sales revenueresults per US state for each quarter. A particularly high result interests you. Youwould like to find out more information about the retail outlets in a specific state, tounderstand more about their operating conditions, and find out the name of thestore managers you could contact across that state.

You click on the hyperlink on the cell that displays New York. A document opens that contains detailed information about the stores in New York.



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Using prompts so the hyperlink filters the results in the opened document

The hyperlink can be defined to pass parameters that enter one or more values asthe response to prompts on the target document. This enables you to dynamicallyfilter the document you open by the specific values you want to analyze.

In the example given above, the target document has a prompt on the [State] objectand the OpenDoc hyperlink in the parent document requests Web Intelligence to

use the value that is clicked as the value for the prompt. So, when the hyperlink onNew York is clicked, only values for the New York state are returned to thedocument that opens. If the hyperlink on DC had been clicked, only values for theDC state would have been returned to the opened document.

However, you can specify a value in the hyperlink that is different to the value

displayed in the hyperlink. For example, you could create the hyperlink in the cellthat displays the sales revenue values and specify that the target report is filtered bywhichever state is displayed on the same table row as the clicked hyperlink.



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You can filter the target document by as many prompts as you like.For example, the same hyperlink could also filter the target document by whichever state, product line, and quarter is displayed on the same table row.


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Thank you

Bo Webi Intelligroup

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