CoE Desktop Intelligence Part1 v3

8/3/2019 CoE Desktop Intelligence Part1 v3

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An Introduction to Business Object DesktopIntelligence


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Copyright 2008 Adaequare Inc.

All Rights Reserved. Un Authorized Duplication Prohibited

Course Module

Introduction to Business Objects

Advantages of Business Objects

Important Terminology

Working with Tables


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An integrated query, reporting and analysis solution.

Allows you to access and analyze the data in your corporatedatabases directly from your desktop.

Provides a business-intelligent, semantic layer (Universe)that isolates business users from technicalities of thedatabase.


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BO Basic Architecture


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Data Access

BUSINESS OBJECTS let you access data from a wide range of sources.

Relational databases (RDBMS), such as ORACLE, Microsoft SQL

Server, Informix and IBM DB2, Teradata, Sybase.

Multidimensional (OLAP) databases, such as Microsoft OLAP Services,

Hyperion Essbase, and ORACLE Express.

XML Documents.

Text files and spreadsheets.

Packaged applications such as SAP.

Virtually any data source using Microsoft Visual Basic for Applications

(VBA) procedures.


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Center Management Server Database

Stores the following

Users created by the Administrator.Universes created by the Designer.Documents sent by users so that other users can retrieve and viewthem.

Enforces security - Users access rights to view the different componentslike universes, documents, etc.

Every user login is first validated against the CMS database.


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Full Client Deployment (2 Tier)

Greater flexibility for designing reports.Potentially faster response.Useful for a small group of POWER USERS.

Thin Client Deployment (3 Tier)

Client / middleware installation not needed.Useful for large deployments.

Intended users are not POWER USERS.

BO Client Deployment Options


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Introduction to BO products

BusinessObjects Data Integrator

BusinessObjects Rapid Marts

Web Intelligence

Desktop Intelligence

OLAP Intelligence

Crystal Reports

Crystal Enterprise

Crystal Analysis

Performance Management


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Introduction to BO products

Primary Business Objects Enterprise products

Desktop Intelligence - Full client reporting tool.

Web Intelligence - Thin client reporting tool.

Crystal Reports - Full client reporting tool.

Designer - Interface to design universes. CMC - User administration and metadata

management.

Data Integrator - Accessing and integrating datafrom disparate sources

Performance - Customized analytic

Management - applications for users OLAP Intelligence - Full Client reporting tool

(based on MDDB)


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BO Architecture - How The Products Fit In

Business Objects Full Client

Business Objects Thin Client Web Server Web Intelligence

Application Server

Desktop Intelligence

Crystal Reports

Performance Management

Web Intelligence

Infoview

CMS Database

Data

Warehouse


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Course Module




Working with Tables

Working with Chart


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Little or no dependence on Information Systems department to producereports.

Steep learning curve - faster learning.

Extremely user-friendly interface.

Multi-level Security.

Easy Maintenance.


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A universe is a semantic layer that maps the data structure found in

databases (tables, columns, etc) to business terms.

A universe can represent any specific business area, process, or department.

For example, a universe can relate to a department in a company such asmarketing or accounting.

What is a Universe


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Objects

There are three types of objects in a Universe:

Dimension Detail Measure

to gain more

information

on an entity.

to analyze

summary

information.

can be combined with a...


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Class

A class is a logical grouping of objects within a universe. In general, thename of a class reflects a business concept that conveys the category ortype of objects.

A class can be further divided into subclasses.

A designer defines hierarchies of classes and subclasses into a model thatbest reflects the business concepts of the company.


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Building and Running a Query


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Data

ProviderReport

Database(Data Source)

Query Process

CLIENT SERVER

User Users build queries

against the universe in

the Query Panel

BO infers the SQL

and returns correctresults in report format.

Users customize

returned data according

to requirements


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A document is composed of three main parts:

Documents

Data Provider1

Blocks, providing

views of the Data

Provider

2

Report Pages3


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Using the Query Panel

Data available

in your

database.

This is where you put the data you

want to have in your report.

Limit data in your report so that you

can focus on specific information.


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Presentation Styles

BO displays data in 3 different ways.

Tables

Charts

Free standing cells.

Tables are of 4 basic types

Vertical Tables

Horizontal Tables

Crosstab Tables

Forms


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Course Module




Working with Tables

Working with Chart


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Vertical Tables

Display data in either rows or columns.

Have a header and a footer as special rows or columns.


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Horizontal Tables

A financial table is very much like an ordinary table except that the headingsrun vertically rather than horizontally.

Vertical data

Horizontal data


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Crosstab Tables

A Crosstab representation specifies the intersection of Column/Row

Display data in both rows andcolumns.

Corresponding data appearsat the intersection of columns

and rows. Can display both row totals

and column totals.

At least 3 variables areneeded to build a crosstab.

Row and column headingsdescribe the content of the

cells


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Creating Vertical Tables

METHOD 1 - Using Report Manager

Open Report Manager Window, if it is not open.

Click on the Data tab of the report manager. A list of all variables in the data provideris displayed.

Select variables from the Report Manager and drag to drop them in the Resultobjects box. To select multiple variables, use the CTRL key. Cursor changes to

Create table cursor. A table is created for those variables.

METHOD 2 Using Insert Table Wizard


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METHOD 1 - Using Report Manager

Create a list table using the same steps as followed before.

Click inside one of the dimension columns.

Drag the column to the upper right corner of the table.

When the cursor turns to Turn to Crosstab release the mouse button. The tablebecomes a cross tab.

METHOD 2 - Using Insert Crosstab WizardNote: You need AT LEAST 2 dimension / detail objects and 1 measure object to

create a crosstab.

Creating crosstab tables


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Course Module




Working with Tables

Working with Chart


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charts

Charts are the graphic equivalent of tables and crosstabs.

Desktop Intelligence has a very powerful and easy-to-use charting feature. Onecan produce sophisticated and visually appealing charts to display a simplesummary of your data or complex relationships in it.


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Creating charts

BO has 5 basic types of charts

1. 2-D and 3-D column

2. 2-D and 3-D Line

3. 2-D and 3-D Area

4. 2-D and 3-D Pie5. X-Y Scatter


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Creating charts

Charts can be created in multiple ways

Use the Insert Chart wizard.

Turn an existing table / crosstab into a chart.

Copy and Paste an existing table / crosstab and turn it into a chart.

Note - To create a chart you need at least one measure object and onedimension / detail object.


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Saving Reports from Desktop Intelligence

Reports can be saved from DI in the following formats

Text (.txt) or Rich text (.rtf)

Can be opened in different applications and on platforms other thanWindows.

Spreadsheet format (Microsoft Excel)

Each value from the exported data, appears in a different cell.

Portable Document Format (.pdf)

Reports cannot be edited or analyzed, but useful for high quality printed

copies.

HTML Format (.htm)

Reports are easy to view over the Web.


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Resizing columns

You can resize a column automatically by:

Double clicking on the right hand column border You can resize a row automatically by:

Double clicking on any data row border

You can resize header rows automatically by:

Double clicking on the heading row border

Double - Click

You can also resize by using drag

and drop on the border.

Drag n Drop


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Dragging and Dropping Columns

You can move columns by dragging and dropping them:

Select the column you

want to move.

Drag and drop the

column.


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Changing Column Titles

You can change the titles of columns:

Double click on the title

you want to change.

Type the new title.

Press the Enter key.

Store


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Moving Tables

You can move tables on the report page:

Click anywhere in the

table.

Drag and drop the table.

Move the mouse pointer over

the border.


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Applying Calculations to Columns

Desktop Intelligence provides many automatic calculation functions:

Move the mouse pointer over a

column in a table.

Click on right mouse

button.


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Adding a Sum

You can sum data in a column automatically:

Click on the Measure

column you want to sum.

Click the Insert Sum button in

the Report Toolbar.


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Adding a Percentage

You can add percentage data to a column automatically:

Click on the Measure column

you want to add percentages

to.

Click the Show as

Percentage button in

the Report Toolbar.


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Counting Rows of Data

Desktop Intelligence provide two functions for counting rows of data:

Count - counts distinct values only

Count All - counts all rows in a column, including duplicates and empty rows


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Counting Distinct Rows of Data

Use the Count function to count distinct rows:

Click on the column you want to

apply the Count to.

Click the Insert Count

button in the Report

Toolbar.

Unique rows


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Counting All Rows of Data

Use the Count All function to count all rows:

Right click on the column you

want to apply the Count All

function to.

Choose Count All.

All rows

S ti D t


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Sorting Data

Desktop Intelligence lets you sort the data in columns automatically.

There are 3 types of sort:

Sort in ascending order - A to Z, 1 to 9, dates past to present

Sort in descending order - Z to A, 9 to 1, dates present to past

Custom sort - you can sort on multiple columns, select special month and daysorts or design your own


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Applying a Sort

The sort options are shown in the Report Toolbar:

Click on the column you

want to sort.

Click the Insert Sort button in the

Report Toolbar.

Click the appropriate sort button.

A l i C t S t


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Applying a Custom Sort


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Filtering DataNote:

You can apply more than one filter

Be careful that if you apply more than one filter that they do notcontradict

You can mix Simple and Complex filters

You can apply global filters

Apply to all tables, charts, etc. on the page

You can apply filters on just one table, chart, etc.

You can apply a filter on a variable that is not used in the report


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Applying Conditions

You can restrict a query so that it returns data related to a subset of values for an

object rather than all values.

Three types of conditions are available in Desktop Intelligence:

Single and multi-value conditions

Prompted condition

Predefined condition


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Applying Conditions

A condition has three elements. These are (for example):

object

operator

operand

Condition

Store Equal to e-Fashion Austin Magnolia

These three elements are defined as follows:

Object :a field or column of data.

Operator:specification of the relationship between the object and the operand.

Operand :the object value to be searched for.


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Applying single-value conditions


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Applying multi-value conditions

A l i t d diti


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Type the question: Which

year?

Then press Enter or click

outside this box.

Which year?

2000

Applying prompted conditions

U d t di Wild d i diti


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Type the pattern: B%

Then press Enter or click outside the box.

B%

Understanding Wildcards in conditions


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Logical operators in multiple conditions

Double click the AND operator to change it into an

OR operator.


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Slice & Dice

Once the basic data has been fetched from the database, users might want to

view it from various angles. Slice and Dice mode actually works on the Micro-

cube of data that has been created when the user first ran the query.

Purpose: To view data from various angles and at various levels. Done using:

Slice and Dice Panel. Invoked using the icon on the toolbar or Using menu item

Analysis > Slice and Dice


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Slice & Dice Panel

Break Filter Sort Rank Calculator


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Slice & Dice functions

Sort - Sort any column in ascending / descending order

Filter - Apply a filter to keep data that satisfies some criteria.

Calculator - Perform a calculation on any column like Sum of a column,

Average of column, etc.

Break - Break up data in a table grouping it by a particular value.

Rank - Rank data as Top Nor Bottom N.


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CoE Desktop Intelligence Part1 v3

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Transcript of CoE Desktop Intelligence Part1 v3