BI_BOBJ_300%20Business%20Objects%20For%20Power%20Users

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BI_BOBJ_300 Business Objects For Power Users
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Course Content

• Introduction
• Unit 1 Business Objects Infoview
• Unit 2 Basic Report Design
• Unit 3 Modifying Existing Reports
• Unit 4 Adding Objects
• Unit 5 Query Filters
• Unit 6 Creating Queries
• Course Summary

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Prerequisites and Roles

• Prerequisites
• Successfully completed BEX_300 Or CM_BEX_300
• Successfully completed BEX_305 Or CM_BEX_305
• Course must be on training plan

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Benefits of Business Objects (BOBJ)

• Ability to join different data sources to create
  ad-hoc reports
• Examples GRADS, Remedy, FDB, BEx
• Web interface where users can check out reports
  in their role-based folders, saving their own
  formatted views of the report
• Interactive-mode, where power users can refresh
  the data
• After changes to the query have been made
• In the end user reports
• Supports conditional formatting, alerts, and
  drill-downs

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Terminology
Universe Contains objects mapped to data in the database may be created from various data sources
Classes Logical groupings of objects that map to data in the database
Dimensions Retrieves data, typically character-type
Details Provides descriptive data about the dimension
Measures Retrieves numeric data resulting from calculations on data in the database
Query Filter Predefined filter that restricts the information retrieved from the database
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Unit 1

• Business Objects
• Infoview

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Unit 1 Business Objects Infoview

• How to Access
• Using Infoview

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Business Objects Software Needs

• myReports tab on myUK portal
• Same Power User access as for BEx-Analyzer
• Received after passing BI_BOBJ_300 assessment
• Business Objects Infoview local client
• Check with your IT support to load software
• Call Customer Service tech support at 7-5599, if
  you are unsure of who your IT person is

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How to Access In Production

• Log on to the myUK portal
• Click on myReports

Disclaimer You will not have the Power User
functionality until you pass your assessment and
course credit has been processed
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How to Access In Production

• Click on Options and select Open in New Window
• Provides larger viewing area

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How to Access In Production

• When Business Objects InfoView opens, click
  Document List
• Use either the menu or the toolbar
• Contains the reports to which you have access
• Click Yes when the Security Information box
  appears

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Business Objects - Infoview

• Favorites folder is the default folder
• Contains all the reports you create and modify
• Other Power Users can not access reports here

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Business Objects - Infoview

• You will be able to see the title, type, and
  owner of the report
• You also can search for title of a report

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Business Objects - Infoview

• To view other reports, click on the Expand icon
  to the left of Public Folders or double-click on
  the folder
• BW role determines access to folders
• Double-click on the appropriate folder to display
  the reports

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Business Objects - Infoview

• To open a report, double-click on it
• A system message may display letting you know
  that the document is being retrieved (processed)

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Reports

• Are created using universes
• Example

FI_Missy BOBJ_300 Exercise Report
Report
Universe
Funds Center Balances Budget vs Actual
QZPU_C02_5008
BEx Query
ZPU_C02
BEx Infocube
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Business Objects - Infoview

• Left side Navigation Map
• Right side Report details
• To view any prompts (variables), click User
  Prompt Input

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Business Objects - Infoview

• Left side User Prompt Inputs (Variables)
• Right side Report details

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Displaying Reports

• To display an existing report, open the report
• Displays report with the most recent refresh date

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Exercise 1.1

• Displaying a Report

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Summary

• How to Access
• Using Infoview

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Unit 2

• Basic Report
• Design

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Unit 2 Basic Report Design

• Report Design
• Edit Report Screen
• Report Manager
• Grids

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Report Design

• Report format can consists of
• One or more reports
• Similar to multiple worksheets in an Excel file
• One or more blocks
• Table, cross tab, form, or chart
• Returned Data

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Edit Report Screen

• To make changes to the report use the Edit Report
  screen
• After running the report, click on Edit
• When the screen displays, the Edit Report button
  will be highlighted

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Edit Report Screen
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Report Manager Data Tab

• Allows viewing the data objects available in a
  document
• Organized alphabetically (default)
• Recommended to arrange by query

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Report Manager Template Tab

• Allows adding and changing the type of blocks in
  a report by dragging and dropping templates
• Also provides templates for adding
• Last Refresh Date
• Page Number
• Page Number/Total Pages

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Report Manager Map Tab

• Allows viewing and navigating through reports and
  sections in document
• Click on Structure to view the structure of the
  report

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Report Manager

• Properties Tab
• Allows formatting the report and blocks within
  the report
• Click on a part of the report to view its
  properties, i.e., table, cell, title, header,
  etc.

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Report Manager - Thumbtacks

• Used to keep the Report Manager displayed
• Click on the thumbtack to collapse the Report
  Manager
• Click on one of the Report Manager buttons to
  open again, and then click on the thumbtack to
  keep it open

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Report Manager

• Simple to configure how the tabs display
• Use the Configure Views icon

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Report Manager

• Data tab in front of other tabs (default view)
• Properties tab below Data tab
• Allows both tabs to be viewed simultaneously
• Tabs become clickable buttons

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Report Manager

• Data tab on left, Properties tab on right
• Collapsing Report Manager as vertical toolbar
• Tabs become clickable buttons

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Grids

• Use grids to line up report features, such as the
  title, graphs, charts, tables, etc.
• Click on Show User Settings icon

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Grids

• Can
• Change the measurement unit
• Show grid
• Snap to grid
• Change grid spacing

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Grids

• Select your settings and click OK
• Grid displays in background of report

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Summary

• Report Design
• Edit Report Screen
• Report Manager
• Grids

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Unit 3

• Modifying
• Existing Reports

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Unit 3 Modifying Existing Reports

• Edit Report Mode
• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data

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Edit Report Mode

• Provides access to change the report including
• Format changes
• Sorting data
• Adding/deleting/rearranging columns
• Refresh data
• Using free standing cells
• Adding breaks, graphics
• Tracking data changes
• Access to Edit Query mode
• Not all functions above taught in this course

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Using Save As

• Remember! Use the Save As functionality if you
  are changing an existing report
• Ensures that you do not make changes to another
  persons report
• Two ways to save
• Save As
• Save to my computer As

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Using Save As

• To save the report in BOBJ, click on the
  drop-down icon to the right of the Save icon and
  select Save As
• To drop the report on your computer in Excel or
  pdf format, click on Save To My Computer As
• Cannot upload back to Business Objects

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Using Save As

• Click on My Favorites folder
• Enter the new name for the report in the Name
  field
• Important! Use the Business Objects Naming
  Standards

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Using Save As

• Click on Advanced to change the description of
  the report
• Change the Description field
• Include the universe name in the description

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Using Save As

• Enter keywords including universe name and AD/MC
  User ID
• Recommended to not select Refresh on Open

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Using Save As

• Click OK
• After saving, the new name will display in the
  report window header

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Rearranging Columns

• To rearrange columns, click on column heading an
  hold down the mouse button
• Move the column to the new location and release
  the mouse button to drop the column
• Note As you move the column heading, the system
  will highlight possible drop sites

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Rearranging Columns

• Column will display in its new location

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Titles and Headings

• Consist of a formula
• Ex. Funds Center Balances Budget vs Actual
• Funds Center Balances Budget vs Actual
• Ex. Funds Center Key
• NameOf(Funds Center Key)
• Can be changed easily using the Formula Editor
  toolbar

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Title or Heading Changes

• To change the title of the report or a column
  heading, click on it
• Click Show/Hide Formula Editor

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Title or Heading Changes

• When the Formula Editor toolbar displays, make
  the change

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Title or Heading Changes

• Should start with an Equals sign ()
• Keep descriptive words between double quotes

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Title or Heading Changes

• May contain formula functions, such as NameOf
• Click on Formula Editor to display more functions
• May contain data object strings
• Contained within brackets and parentheses

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Title or Heading Changes

• After making the change, click on Validate
• If Enter is pressed instead of Validate, a system
  message may display, click No, and then click on
  Validate

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Title or Heading Changes

• Change will display
• Formatting may need to be adjusted

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Remove Objects

• To remove an object (column/field), click on the
  column heading
• Drag and drop object on the Data tab

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Remove Objects

• Removed object no longer displays

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Refresh Data

• To refresh the data in the report, click on
  Refresh Data
• If you have set a filter to require a response by
  the user, a prompt for the filter will display,
  and the user will need to respond unless the
  filter has been set as optional

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Refresh Data

• To choose new values, click on Refresh Values
• Choose the new values by either
• Clicking on the value in the left window and
  clicking on the Add icon
• Double-clicking on the value

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Refresh Data

• After choosing new values or to use current
  values, click on Refresh Data
• Retrieving data system message displays
• Note Length of time to run the query will depend
  on how much data is being requested and how busy
  the system is at the moment

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Refresh Data

• Query will display in a new document with the new
  refresh date

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Document Properties

• Use to edit query description and set properties
  such as refresh on open, enhanced viewing, and
  report tab order
• Right-click on document and select Document
  Properties
• Must be on box, not on data

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Document Properties

• Document Information displays (to the right of
  document)
• Created by
• Modified by
• Creation Date
• Name
• Description
• Keywords

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Document Properties

• Default settings include
• Refresh On Open
• Recommended to not use due to potential time
  issues for end users
• Report Order
• Can set the order of report tabs

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Table Properties

• To set properties on a table, either
• Click to select the whole table
• Right-click on the table and select Edit Format
• Select either Cell, All table cells, or Table

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Table Properties

• Can set various properties for the table, such as
• Autofit Width
• Autofit Height
• Wrap Text
• Merge Cells
• Text Formatting

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Exercise 3.1

• Modifying a Report

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Summary

• Edit Report Mode
• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data

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Unit 4

• Adding
• Objects

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Unit 4 Adding Objects

• Edit Query Screen
• Data Provider
• Results Objects
• Query Filters
• Adding Objects

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Edit Query Screen

• To add objects to the report, move into edit
  query mode by clicking on Edit Query
• Note This process might take a few seconds
  depending on report size

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Edit Query Screen
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Data Provider

• Contains three different types of objects grouped
  into classes
• Dimensions
• Details
• Measures

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Data Provider

• Classes
• Logical groupings of objects that map to data in
  the database
• Dimensions
• Retrieves data typically character-type
• Examples Company Code, GL Account, etc.
• Note if using a BEx universe, most details will
  be found under the L01 dimensions, not the L00
  dimension. If a class contains L00 dimensions, it
  is due to hierarchies in BEx , such as cost
  centers.

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Data Provider

• Details
• Provides descriptive data about the dimension
• Example Prime Vendor dimension has the details
  Prime Vendor Street Name, Prime Vendor Region,
  etc.
• Measures
• Retrieves numeric data resulting from
  calculations on data in the database
• Examples Amount in FM Area Currency, Capital
  Expenditures, Current Expenditures, etc.

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Data Provider

• Query Filter
• Predefined filter that restricts the information
  retrieved from the database
• May prompt the user to select a value before
  proceeding

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Result Objects

• Displays the objects chosen for the query
• Objects can be
• Added from the Data Provider frame
• Removed from query

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Query Filters

• Displays the filters used in the query
• Can consist of
• Constant
• Directly chosen from a list
• Prompted

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Adding Objects

• Add objects to the Results Objects frame using
  one of the following methods
• Drag and drop the object
• Double-clicking on the object

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Adding Objects

• Once objects are in the Result Objects frame,
  rearrange them by dragging and dropping

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Adding Objects

• When finished, click on Run Query
• If prompt window displays, either choose the new
  value or click Run Query

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Adding Objects

• System message displays while the data is being
  retrieved
• Notice that the new objects are listed in the
  Data list, but not in the report

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Adding Objects

• To add the object to the report, drag and drop it
  to the location where it should be placed
• Note Drag and drop as you did when rearranging
  fields

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Adding Objects

• Added objects will display

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Exercise 4.1

• Adding Objects

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Summary

• Edit Query Screen
• Data Provider
• Results Objects
• Query Filters
• Adding Objects

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Unit 5

• Query
• Filters

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Unit 5 Query Filters

• Query Filters
• Value Lists
• Using Prompts
• Complex Filters

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Query Filters

• Consists of three elements
• Object on which you want to filter data
• UK Fiscal Year/Period Key
• Operator used to show the relationship between
  the object and operand
• Equal to
• Operand (values) used for filtering
• V6/004/2009

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Query Filters

• Place the object in the Query Filters frame
• Use the Operator Drop-down icon to select the
  operator

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Query Filters

• Enter the operand (value) by typing it into the
  Operand field or using the Drop-down List icon
  and selecting one of the following
• Value(s) from list choose the value(s) from a
  list
• Prompt the user of the report will enter the
  value
• Constant enter a value (not recommended)

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Query Filters Values List

• If selecting from a value list, the List of
  Values window will open, displaying the values
  for the object

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Value List

• Select the value by either double-clicking on it
  or highlighting it, then clicking on the Add icon
• Click OK to close the window

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Value List

• When making a different selection from the value
  list, refresh the value list by clicking on
  Refresh Values

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Using Prompts

• If prompting user for value, click on the Prompt
  Properties icon
• Prompt property settings include
• Prompt text
• Prompt with list of values
• Keep last values selected
• Select only from list
• Optional prompt
• Set default values

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Using Prompts
Option Definition
Prompt Text Will default to Enter value(s) for (object name) User can change default
Prompt with List of Values Displays all values for the object Allows user to select desired values
Keep last values selected Defaults to last value(s) selected by user on the previous refresh User can change the value or refresh using the last selection
Select only from list Prevents users from typing values that do not exist in the database
Optional prompt Allows users to refresh the document without the need to enter a response to the prompt or by entering a partial response to the prompt Note If no response is entered, the filter is not applied
Set default values Defines the default value(s) that appear in the prompt can be defined by entering value(s) into the Type a value field or choosing the value(s) from a list
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Using Prompts

• Tips
• When the prompt is for a date, do not select
  Prompt with List Values if you want the user to
  see the popup calendar
• Be careful using optional prompts display a
  dialogue box to inform users if a value is not
  entered, the filter will not be applied
• Prompt with List of Values does have a limit, so
  all values may not show

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Complex Filters

• Two types of complex filters
• AND operator returns values that are true for
  both (all) filters
• OR operator returns values if either filter is
  true

Filter A data
Filter B data
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Complex Filters

• With two or more filters in the query, an AND
  operator automatically created
• Can be switched by double-clicking on the
  operator

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Complex Filters

• With more than two filters, priorities must be
  set
• Accomplished by positioning and grouping the
  filters
• To group filters together, drag and drop one
  filter on top of the other filter
• Double-click on the operator to switch between
  AND and OR
• Brackets will denote the filter groupings
• Filters by top down and left to right

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Complex Filters

• Examples

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Exercise 5.1

• Creating a Query Filter

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Summary

• Query Filters
• Value Lists
• Using Prompts
• Complex Filters

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Unit 6

• Creating
• Queries

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Unit 6 Creating Queries

• Creating Queries
• Document Properties
• Report Property Options

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Creating Queries

• From main Infoview menu screen
• To create a new query, click on the New drop-down
  icon and select Web Intelligence Document
• Double-click on the universe you want to use
• Only see universes for which you have access

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Creating Queries

• To create a new query from Edit Report screen
• Click on the New icon
• When the system message appears, click Yes
• If you have not saved any changes on the current
  document, click No, save the changes first

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Creating Queries

• New query will open using the same universe as
  the previous query did

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Exercise 6.1

• Creating A Query

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Summary

• Creating Queries
• Document Properties
• Report Property Options

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Power User Help Websites

• myHelp website
• http//myHelp.uky.edu/rwd/HTML/BW.html
• Contains Quick Reference Cards (QRCs), updated
  course manuals, Simulations, BW Frequently Asked
  Questions, and other job aids
• IRIS website
• http//www.uky.edu/IRIS/BW/
• Contains Documentation, Assistance Support, and
  other references
• For questions or assistance contact
• BI-Requests_at_email.uky.edu

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Course Summary

• Understand Business Objects Infoview
  functionality
• Display a report
• Understand Edit Report screen
• Modify an existing report
• Understand Edit Query screen
• Add new objects to query
• Create query filters
• Create a new report

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BI_BOBJ_300 Assessment

• To complete the assessment
• Follow the instructions for creating report
• Will need BOBJ software on your computer
• Check with your IT support to load the software
• Be sure to use BOBJ Naming Standards!