icts Web Intelligence

Transcription

1 Jim Brogden, Heather Callebaut Sinkwitz, Mac Holden, Dallas Marks, and Gabriel Orthous SAP Business* icts Web Intelligence The Comprehensive Guide Galileo Press Bonn

2 Foreword 19 Acknowledgments Features of Web Intelligence Core Product Functionality Web Intelligence Offline SAP BusinessObjects Bl 4.0 Client Tools Web Intelligence and the Microcube Reading Web Intelligence Reports Adjusting Web Intelligence Preferences Setting the View and Modify Selection Types Locale When Viewing a Document Drill Option Preferences Saving to Microsoft Excel Priority Web Intelligence Reporting and Analysis Environments Zero-Client Online Analysis Thin-Client Development Report Display Modes Summary Creating a Web Intelligence 4.0 Document Universe as a Data Source Direct Connection to a BEx Query Analysis Views as a Data Source The Query Panel in Web Intelligence Universe Outline Pane Query Properties Adding and Editing Queries Evaluating Generated SQL Script Adding Queries and New Data Providers Setting Up a Combined Query Creating BEx Queries 69 7

3 2.5 Query Filters Predefined Filters Custom Filters Quick Filters Subqueries Nested Conditions Prompted Queries Saving a Report to Refresh on Open Creating Prompted Filter a Setting Prompt Properties Summary jweafwi b3^wbbbjrrawjflp'rffir^ff rrfriwvlflffllwtltf^ ^TiiTTFii fijoottifrri^ rtiitfl Adding Data to Report Elements Populate a Cross Table Populate a Chart 89 Sections and Breaks Setting as Section Grouping Data with Breaks 92 Show/Hide Outline and Navigation Sorting and Ranking Sorting Ranking Conditional Formatting 100 Headers, Footers, and Background Images Summary 106»1 ;I37PT3 & 'JET773 mmmwmmmmmmtsmmm W The Web Intelligence 4.0 Reporting Interface 109 Reporting Toolbars 111 The Left Pane 120 Report Panel 123 Report Property Categories Report Elements Formatting Data Access 130 8

4 4.5.4 Analysis Page Setup and Layouts Summary Using Tables Add Report Elements While Designing Reports Manage Table Properties Table Types Horizontal Table Vertical Table Cross Table Form Table Converting Table Formats and Types Blank and Predefined Cells Blank Cells Predefined Cells Summary Adding Charts to a Report Chart Types Column Charts Line Charts Pie Charts Point Charts Bar Charts Other Chart Types Chart Properties Summary Properties that Enhance the Display of Data Drilling in Reports with Multiple Charts Hierarchical Charting with Relational Data Reports Functioning as Dashboards 190 9

5 7.5 Formatting Tips Measure Formatting Region Color and Value Axis Stacking Summary Formatting Report Properties Document Summary Report Map Input Controls Web Services Publisher Available Objects (Design Mode Only) Document Structures and Filters Data 8.9 Summary FJTl m t'jh)![ [<vjii«] 9.1 Filtering in the Query Panel Predefined Filters User-Defined Filters Value(s) from List Prompted Filters Filtering in the Report Panel Simple Filtering with the Filter Bar Element Filters Filtering with Input Controls Conditionally Hiding Report Elements Summary 238 Ijfpi y^tgrl E7i-jpy! it* h si I ifiif^s lyi ffixiroffi^tttt^^*^^j!?iyh^ 10.1 Setting the Scope of Analysis in the Query Panel Drill-Down Setup in the Report Panel Enabling Drill Drill Toolbar Drilling on Dimensions Drilling on Measures Drilling on Charts

6 Then Else Contents 10.3 Query Drill Option Taking a Snapshot User Settings for Drill Down Prompt When Drill Requires Additional Data Synchronize Drill on Report Blocks Hide Drill Toolbar on Startup Start Drill Session Summary 263 fs^j^i^i^s^wn^&pfc'f'i't^ wwipiy/hiip*1^^^ ' ' vi^u?"'"* *""i^^**lp5l*"" "Tr'* 11.1 Formulas and Variables Converting In-Place Objects into Formulas Exploring the Formula Editor Creating Variables Reporting Functions and Operators Aggregate Functions Character Functions Date and Time Functions Document Functions Data Provider Functions Misc. Functions Logical Functions Numeric Functions Set Functions Operators Formula Syntax Primary Formula Syntax Rules If - - Syntax Saving a Variable Modifying a Variable Summary Complex Filtering Options Filtering with Wildcards Nested Query Filters Database Ranking

7 12.2 Cascading and Optional Prompts Defining a Cascading List of Values in the Universe Design Tool Using a Cascading List of Values Object as a Prompted Filter in a Report Refreshing a Report with a Prompted List of Values Object Filter Optional Prompts Using Custom Freehand SQL Visually Tracking Data Changes in the Report Panel Showing and Hiding Data Changes Data Tracking Options Purging Data Identify and Modify Partial Results Data Preview Additional Queries and New Data Providers Text Files as a Data Source Web Services as a Data Source Microsoft Excel Files as a Data Source Summary 318 FW^^^Mraw^pn^g^^^^gsi^^ffi^1 fe& wvfdm-.^ Rpf-fiSSl'iTMiii'l{&.BFtSHS-Tal'liM^X^SK^^^KS^I^^^^^f^ifmmf^mW^^at Combining Multiple Queries from Same Data Source Combining Data from Different Universes Query Local Data Sources Using Web Intelligence Rich Client Data Synchronization Recommendations Summary 331 lwmw'w^i^f^!{^^wf^^f>^^wm^^^^^^^^^^^^^^^^^^^^ ^M^M^^^^^^^^^^^^^^^^^^^^Sm 14.1 Linking to Documents with the Web Viewer Adding Hyperlinks to Published Bl 4.0 Documents Insert a Hyperlink to a Web Page Adding Hyperlinks to Prompted Documents Linking with the Rich Internet Application Viewer Manually Creating Links Using the OpenDocument Syntax Structure Adding a Hyperlink to an SAP BusinessObjects Dashboard

8 14.3 OpenDocument Syntax Document Identifier Parameters Input Parameters Output Parameters Element Linking Adding Element Linking The Impact of Element Linking Summary Navigating in Bl Launch Pad Header Panel List Panel Tabs Setting Bl Launch Pad Preferences General Preferences Locales and Time Zone Preferences Changing Your Password Organizing in Folders versus Categories Folders Categories Organizing Objects Viewing, Printing, and Saving Objects in the Bl Launch Pad Web Intelligence Viewer Toolbar Additional Menu Options Summary 379 fajt( 16.1 Introducing Bl Workspaces Bl Workspaces Toolbar Bl Workspaces Module Library Setting Bl Workspaces... Preferences in the Bl Launch Pad Setting Web Intelligence Preferences in the Bl Launch Pad Working with Modules 390 Working with Web Intelligence Report Parts 392 Using a Bl Workspace as Default Home Tab 398 Summary

9 17.1 Creating Shortcuts and Hyperlinks Shortcuts Hyperlinks Tracking Data Changes Setting Reference Data Formatting Changed Data Displaying Tracked Data Advanced Tracking Techniques Searching within the Bl Launch Pad Search Facets Searchable Object Types Search Techniques Sorting and Filtering Content Creating Discussions Notes Discussion Threads Summary Copying and Pasting Copying and Pasting Between Applications Copying and Pasting Between Web Intelligence Documents Using the Send Feature in the Bl Launch Pad Bl Platform Inbox FTP Location File Location Exporting a Web Intelligence Report Export Options in the Bl Launch Pad Export Options in Web Intelligence Scheduling a Web Intelligence Report Scheduling in the Bl Launch Pad Viewing Latest Instance Viewing History Summary

10 19.1 Publication Roles The SAP BusinessObjects Administrator The Web Intelligence Report Designer The Publication Designer The Recipient Creating a Publication Naming the Publication Choosing the Source Documents Choosing Enterprise Recipients Choosing Dynamic Recipients Setting Publication Properties Testing the Publication Summary How Rich Client is Different Working in Offline Mode Working in Connected Mode Working in Standalone Mode Data Provider Options Importing a Universe from the CMS Query Panel in Rich Client Working with Web Intelligence Reports Opening Documents from the CMS Saving Reports Locally Exporting Reports to CMS Printing from Rich Client Sending Reports as Attachments Setting Preferences in Rich Client Summary Introduction to Live Office Integration with Web Intelligence Reports Live Office Ribbon Menu

11 21.2 Creating Live Office Documents with Web Intelligence Content Accessing the Live Office Wizard Selecting the Web Intelligence Document Setting Context Configuring Prompt Values Selecting Report Content Creating the Summary Adding More Content Setting Preferences Application Options Data Refresh Options Object Properties Summary 484 yyjbat W» nyrr^st'it'ji»n pititv^t^imtmwsll^sni^^^bsss^si^^bsspsbbstkss 22.1 Understanding Bl Mobile Architecture Client-Side Installation Bl Mobile Home Page Designing Reports for Mobile Viewing Supported Web Intelligence Features Report Design Basics Utilizing Images Creating Embedded Actions and Document Links On-Device Viewing, Analyzing, and Interacting Viewing Analyzing Interacting Summary 500»>]EsPfiT^ 23.1 Universe Basics Introducing the Information Design Tool Components of a Universe Creating a New Universe Project Creating Connections

12 23.4 Creating Data Foundations Inserting Tables into Data Foundation Inserting Joins into Data Foundation The Importance of Setting Cardinality Detecting Loops Detecting Aliases Detecting Contexts Creating Business Layers Creating Multisource Universes Universe Design Best Practices Design with the Business User in Mind Design for Performance Design for Maintainability Design for Governance Converting an Existing Universe to a.unx Universe Summary Color Enhancements Style Sheet Modification Enhanced Sorting Zone Formatting Hierarchical Navigation Waterfall Chart Summary 551 A Converting Desktop Intelligence Reports to Web Intelligence Documents 555 A.1 Report Conversion Tool 556 A.1.1 Analyze Existing Desktop Intelligence Report Usage 556 A.1.2 Identify Users with Desktop Intelligence Installed 557 A.1.3 Publish Locally Saved Desktop Intelligence Reports to the Repository 557 A.1.4 Prioritize, Consolidate, and Eliminate 558 A.1.5 Customize Conversion Plan and Roadmap 558 A.1.6 Perform Report Conversion

13 A.1.7 Execute Post-Conversion Analysis and Validation 561 A.1.8 Manually Create Unconverted Reports 561 A.1.9 Educate Users on Web Intelligence A. 2 Summary 562 B Third-Party Vendors 563 B. 1 Antivia 564 B.2 APOS Systems 565 B.3 Centigon Solutions 567 B.4 EBI Experts 567 B.5 EV Technologies 568 B.6 GB & Smith 569 B.7 InfoSol 571 B.8 LaunchWorks 572 B.9 Summary 574 C The Authors 575 Index 579 The SDK and Web Intelligence 4.0 ( 18