3 Setting BI Launch Pad and Web Intelligence Preferences

Transcription

1 3 Setting BI Launch Pad and Web Intelligence Preferences This session describes the various settings and preferences you can change (depending on permissions) to personalise your BI Launch Pad and Web Intelligence environment. Preferences determine what view is displayed after you log in as there are specific settings for the various objects that you view, such as viewers for Web Intelligence and other BusinessObjects documents (such as Crystal Reports). As a best practice, you should set your preferences before you begin to work with objects in BI Launch Pad. However, depending on your deployment, your SAP BusinessObjects Enterprise Administrator may have configured your system to use some predetermined settings by default. There a number of different preferences that can be set depending on your installation (in terms of your licensing agreement). We will only discuss the settings for BI Launch Pad and Web Intelligence. 3.1 General Preferences This section describes how to set your general viewing preferences for BI Launch Pad. General settings are used by BI Launch Pad and not Web Intelligence. These 1. Log on to BI Launch Pad. 2. On the Header Panel, click on Preferences : 3. Make any changes to settings (discussed on next page). 4. Click on Save or Save and Close to apply changes. NOTE These buttons are at the bottom of the screen. 33

2 Uncheck this setting to set your own preferences. If you want your Home tab to show a different view then use the Select Home tab preference to do that. If you prefer you can set your launch page to be the Documents tab rather than the Home tab. And you can decide what you default folders and categories you would like to display within the Drawers of the Documents tab. The summary information you want to see displayed (per object) in the List panel within the Documents tab. Number of windows you would like BI Launch Pad to use. See next page Document Viewing for more details. Documents (or objects) are listed in alphanumeric order based on their names. This setting controls how many objects are displayed per page. 34

3 In Document Viewing select how you want to view your documents. In the BI Launch Pad portal as tabs displays each document on a new tab within a single browser window. In multiple full screen browser windows, one window for each document mode you will have one window for BI Launch Pad portal and then individual windows for each document you have open. You then close each window individually by clicking on the Close button ( X in top right corner of window). 3.2 Changing Password for BI Launch Pad Use the Change Password settings to modify the password you use to Log On to BI Launch Pad. To change your password: 1. Provide your existing password. 2. Type a new password. 3. Type the new password again for validation purposes. Click Save and Close to confirm the changes. 3.3 Locales and Time Zone Preferences You can specify the language and time zone to use for BI Launch Pad sessions. This setting determines the language set and date format that is used by BI Launch Pad, i.e. the language used to display BI Launch Pad menus, data in documents, etc. Default setting Use browser locale is recommended, unless you are away from home and need to change the settings to reflect your language, etc. See next page for more details. See next page for more details. 35

4 Preferred Viewing Locale: Data in documents is displayed and saved using the Product Locale by default, but you can override this choosing a different locale here. This then becomes the default viewing/saving locale for all your documents, unless a document has been saved with a permanent locale applied to it (to enforce a particular locale). For Current Time-Zone select the appropriate time zone. It is important that you check this setting before you schedule any objects to run. The default time zone is local to the web server that is running SAP BusinessObjects Enterprise, not the Central Management Server (CMS) machine(s) to which each user connects. By properly setting your time zone, you ensure that your scheduled objects are processed in accordance with the time zone in which you are working. 3.4 Web Intelligence Preferences Before you work with Web Intelligence documents in BI Launch Pad, it is recommended that you set the Web Intelligence preferences to suit your query and reporting needs. Web is browser based HTML interface. Rich Internet Application is browser based Java interface. Desktop is Java based Windows application. PDF offers no interactivity. See overleaf for more details. Best to leave as No default universe, unless you only have access to a single universe. Documents can be viewed using the Product Locale by default, or in your preferred locale that was specified in Locales and Time Zone Preferred Viewing Locale. 36

5 Drill options and Start drill session are discussed in more detail Section using some examples. When saving to MS Excel format: If you want to display the data in a format that is similar to working in Web Intelligence, then select Prioritize the formatting of the documents. If you want to display the data in a text format then select Prioritize easy data processing in Excel. For Web Intelligence View and Modify preferences: 1. Web is HTML based interface that allows you to develop Web Intelligence reports and also enables users to interact with the reports in view mode. This interactivity is in view mode, therefore you can develop basic reports and other users with this setting can then modify the reports (but not the queries) to suit their requirements. 2. Rich Internet Application format offers the most functionality enabling you to perform all aspects of Web Intelligence. 3. Desktop offers the same Java based functionality as Advanced but requires an application to be installed on local machine(s). Discussed in detail later in the session on Web Intelligence Rich Client. 4. PDF offers very little (or no) interactivity and should only be selected if the documents are very static, i.e. require no interaction. 37