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

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Title: BI_BOBJ_300 Business Objects For Power Users Subject: Business Objects Author: IRIS Training Keywords: Basics, Business Objects, Power Users – PowerPoint PPT presentation

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


1
BI_BOBJ_300 Business Objects For Power Users
2
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

3
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

4
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

4
5
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
6
Unit 1
  • Business Objects
  • Infoview

7
Unit 1 Business Objects Infoview
  • How to Access
  • Using Infoview

8
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

9
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
10
How to Access In Production
  • Click on Options and select Open in New Window
  • Provides larger viewing area

11
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

12
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

13
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

14
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

15
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)

16
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
17
Business Objects - Infoview
  • Left side Navigation Map
  • Right side Report details
  • To view any prompts (variables), click User
    Prompt Input

17
18
Business Objects - Infoview
  • Left side User Prompt Inputs (Variables)
  • Right side Report details

18
19
Displaying Reports
  • To display an existing report, open the report
  • Displays report with the most recent refresh date

20
Exercise 1.1
  • Displaying a Report

21
Summary
  • How to Access
  • Using Infoview

22
Unit 2
  • Basic Report
  • Design

23
Unit 2 Basic Report Design
  • Report Design
  • Edit Report Screen
  • Report Manager
  • Grids

24
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

25
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

26
Edit Report Screen
27
Report Manager Data Tab
  • Allows viewing the data objects available in a
    document
  • Organized alphabetically (default)
  • Recommended to arrange by query

28
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

29
Report Manager Map Tab
  • Allows viewing and navigating through reports and
    sections in document
  • Click on Structure to view the structure of the
    report

30
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.

31
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

32
Report Manager
  • Simple to configure how the tabs display
  • Use the Configure Views icon

33
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

34
Report Manager
  • Data tab on left, Properties tab on right
  • Collapsing Report Manager as vertical toolbar
  • Tabs become clickable buttons

35
Grids
  • Use grids to line up report features, such as the
    title, graphs, charts, tables, etc.
  • Click on Show User Settings icon

36
Grids
  • Can
  • Change the measurement unit
  • Show grid
  • Snap to grid
  • Change grid spacing

37
Grids
  • Select your settings and click OK
  • Grid displays in background of report

38
Summary
  • Report Design
  • Edit Report Screen
  • Report Manager
  • Grids

39
Unit 3
  • Modifying
  • Existing Reports

40
Unit 3 Modifying Existing Reports
  • Edit Report Mode
  • Using Save As
  • Rearranging Columns
  • Change Report Title
  • Remove Objects
  • Refresh Data

41
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

42
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

43
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

44
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

45
Using Save As
  • Click on Advanced to change the description of
    the report
  • Change the Description field
  • Include the universe name in the description

46
Using Save As
  • Enter keywords including universe name and AD/MC
    User ID
  • Recommended to not select Refresh on Open

47
Using Save As
  • Click OK
  • After saving, the new name will display in the
    report window header

48
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

49
Rearranging Columns
  • Column will display in its new location

50
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

51
Title or Heading Changes
  • To change the title of the report or a column
    heading, click on it
  • Click Show/Hide Formula Editor

52
Title or Heading Changes
  • When the Formula Editor toolbar displays, make
    the change

53
Title or Heading Changes
  • Should start with an Equals sign ()
  • Keep descriptive words between double quotes

54
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

55
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

56
Title or Heading Changes
  • Change will display
  • Formatting may need to be adjusted

57
Remove Objects
  • To remove an object (column/field), click on the
    column heading
  • Drag and drop object on the Data tab

58
Remove Objects
  • Removed object no longer displays

59
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

60
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

61
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

62
Refresh Data
  • Query will display in a new document with the new
    refresh date

63
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

64
Document Properties
  • Document Information displays (to the right of
    document)
  • Created by
  • Modified by
  • Creation Date
  • Name
  • Description
  • Keywords

65
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

66
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

67
Table Properties
  • Can set various properties for the table, such as
  • Autofit Width
  • Autofit Height
  • Wrap Text
  • Merge Cells
  • Text Formatting

68
Exercise 3.1
  • Modifying a Report

69
Summary
  • Edit Report Mode
  • Using Save As
  • Rearranging Columns
  • Change Report Title
  • Remove Objects
  • Refresh Data

70
Unit 4
  • Adding
  • Objects

71
Unit 4 Adding Objects
  • Edit Query Screen
  • Data Provider
  • Results Objects
  • Query Filters
  • Adding Objects

72
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

73
Edit Query Screen
74
Data Provider
  • Contains three different types of objects grouped
    into classes
  • Dimensions
  • Details
  • Measures

75
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.

76
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.

77
Data Provider
  • Query Filter
  • Predefined filter that restricts the information
    retrieved from the database
  • May prompt the user to select a value before
    proceeding

78
Result Objects
  • Displays the objects chosen for the query
  • Objects can be
  • Added from the Data Provider frame
  • Removed from query

79
Query Filters
  • Displays the filters used in the query
  • Can consist of
  • Constant
  • Directly chosen from a list
  • Prompted

80
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

81
Adding Objects
  • Once objects are in the Result Objects frame,
    rearrange them by dragging and dropping

82
Adding Objects
  • When finished, click on Run Query
  • If prompt window displays, either choose the new
    value or click Run Query

83
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

84
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

85
Adding Objects
  • Added objects will display

86
Exercise 4.1
  • Adding Objects

87
Summary
  • Edit Query Screen
  • Data Provider
  • Results Objects
  • Query Filters
  • Adding Objects

88
Unit 5
  • Query
  • Filters

88
89
Unit 5 Query Filters
  • Query Filters
  • Value Lists
  • Using Prompts
  • Complex Filters

90
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

91
Query Filters
  • Place the object in the Query Filters frame
  • Use the Operator Drop-down icon to select the
    operator

92
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)

93
Query Filters Values List
  • If selecting from a value list, the List of
    Values window will open, displaying the values
    for the object

94
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

95
Value List
  • When making a different selection from the value
    list, refresh the value list by clicking on
    Refresh Values

96
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

97
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
98
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

99
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
100
Complex Filters
  • With two or more filters in the query, an AND
    operator automatically created
  • Can be switched by double-clicking on the
    operator

101
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

102
Complex Filters
  • Examples

103
Exercise 5.1
  • Creating a Query Filter

104
Summary
  • Query Filters
  • Value Lists
  • Using Prompts
  • Complex Filters

105
Unit 6
  • Creating
  • Queries

106
Unit 6 Creating Queries
  • Creating Queries
  • Document Properties
  • Report Property Options

107
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

108
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

108
109
Creating Queries
  • New query will open using the same universe as
    the previous query did

109
110
Exercise 6.1
  • Creating A Query

111
Summary
  • Creating Queries
  • Document Properties
  • Report Property Options

112
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

113
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

114
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!
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