WebIntelligence Visualize This! Parkview Shelby Twp, MI Phone Fax

Transcription

1 WebIntelligence Visualize This! Parkview Shelby Twp, MI Phone Fax Last Revised: 5/8/2017

2 Trademarks & Copyrights The Business Objects logo, Business Miner, Business Query, and WebIntelligence are registered trademarks of Business Objects S.A. The Business Objects tagline, Broadcast Agent, Business Objects, Personal Trainer, Rapid Deployment Templates, and Set Analyzer are trademarks of Business Objects S.A. All screen shots from Business Objects software products are copyrighted by Business Objects, S.A., all rights reserved. Microsoft, Windows, Windows NT, Access, Microsoft Windows VBA, the Visual Basic Logo, and other names of Microsoft products referenced herein are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. All other names of Oracle products referenced herein are trademarks or registered trademarks of Oracle Corporation. All other product and company names mentioned herein are the trademarks of their respective owners. CTTS is not an authorized partner of Business Objects S.A Creative Technology and Training Solutions, LLC 1-2

3 Topics Visualization what is it? Advantages of Using Existing Technology Building WebIntelligence Documents to be used for Data Visualization 2017 Creative Technology and Training Solutions, LLC 1-3

4 Visualization Definition Defined as a general term that describes any effort to help people understand the significance of data by placing it in a visual context. Patterns, trends and correlations that might go undetected in text-based data can be exposed and recognized easier with data visualization software Creative Technology and Training Solutions, LLC 1-4

5 My Visualization Definition A general term used to describe something that everybody talks about wanting, but really do not understand how to implement or utilize it. The new IN technology similar to what Executive Dashboards and Scorecards were 10 years ago Creative Technology and Training Solutions, LLC 1-5

6 Advantages of Pure Visualization Tools They Make pretty pictures You are now part of the IN crowd using the latest technology You enhance your employees resumes by training them in the new IN technology 2017 Creative Technology and Training Solutions, LLC 1-6

7 Disadvantages of Pure Visualization Tools New Hardware Purchases New Software Purchases Need to be trained and then to train others Most cannot drive to the reporting detail once a trend or pattern has been found without having to translate or transfer warehoused data into another format or another server 2017 Creative Technology and Training Solutions, LLC 1-7

8 My Question Why not use a technology (WebIntelligence) that you already have implemented? Can it provide Visualization (Charts)? Can you enhance the Visualizations with Tools that allow you to Discover the data? Can you drive from the Visualization to Physical data without having to migrate data? 2017 Creative Technology and Training Solutions, LLC 1-8

9 Answer YES to all questions! 2017 Creative Technology and Training Solutions, LLC 1-9

10 Webi Advantages Known technology Installation in place and paid for Limited, if any, training needed Using data sources that are already implemented with a solid knowledge base (Universes) Can still use outside sources if necessary (Excel, Free-Hand SQL, Bex) 2017 Creative Technology and Training Solutions, LLC 1-10

11 Webi s BIG Advantage Can Drive (Drill / Link) from the Visualization to the actual data without having to do anything special with the data This is something most, if not all, Visualization tools CANNOT do! 2017 Creative Technology and Training Solutions, LLC 1-11

12 The Big thing to Understand You have to have at least a small clue into what trends or patterns you are looking for / interested in: Sales vs Forecast Year over Year Revenue Streams Weak / Premier Performers 2017 Creative Technology and Training Solutions, LLC 1-12

13 Steps to Success Know all the data you want to utilize Reuse resources that are familiar Build Visualizations Utilize Input controls to help in Data Discovery (Document or Report Centric) Use Element Linking to drive changes in one Visualization based on Selection from another 2017 Creative Technology and Training Solutions, LLC 1-13

14 Document/Report Build 2. Run the Query 1. Create query for requested Objects using Known data source 2017 Creative Technology and Training Solutions, LLC 1-14

15 Document/Report Build 4. Select Delete 3. Right-Click on Border of block 2017 Creative Technology and Training Solutions, LLC 1-15

16 5. Select Chart Type to begin Building Visualizations 6. Drag to Location on Report 2017 Creative Technology and Training Solutions, LLC 1-16

17 7. Select Objects to add to Chart 2017 Creative Technology and Training Solutions, LLC 1-17

18 8. Resize Chart if Necessary 2017 Creative Technology and Training Solutions, LLC 1-18

19 9. Select Next Chart Type to add another Visualization 2017 Creative Technology and Training Solutions, LLC 1-19

20 10. Add Data Elements to Chart 2017 Creative Technology and Training Solutions, LLC 1-20

21 11. Select Data Elements to use in Detail 2017 Creative Technology and Training Solutions, LLC 1-21

22 13. Select Input Controls 12. Detail Block Created 2017 Creative Technology and Training Solutions, LLC 1-22

23 14. Click New 2017 Creative Technology and Training Solutions, LLC 1-23

24 15. Select Object utilize in Input Control 16. Select Next 2017 Creative Technology and Training Solutions, LLC 1-24

25 18. Select / Enter Control Properties 19. Click Next 17. Select Input Control Type 2017 Creative Technology and Training Solutions, LLC 1-25

26 21. Click Finish 20. Select Where to Assign Control 2017 Creative Technology and Training Solutions, LLC 1-26

27 22. New Input Control Created 23. Click New to Create Additional Input Control 2017 Creative Technology and Training Solutions, LLC 1-27

28 24. Select Object to be used for Input Control 25. Click Next 2017 Creative Technology and Training Solutions, LLC 1-28

29 26. Select Control Type WebIntelligence Visualize This! 27. Select / Enter Properties 28. Click Next 2017 Creative Technology and Training Solutions, LLC 1-29

30 30. Click Finish 29. Assign Control 2017 Creative Technology and Training Solutions, LLC 1-30

31 32. Click New 31. New Input Control Created 2017 Creative Technology and Training Solutions, LLC 1-31

32 33. Select Object 34. Click Next 2017 Creative Technology and Training Solutions, LLC 1-32

33 35. Select Control Type WebIntelligence Visualize This! 36. Enter / Select Properties 37. Click Next 2017 Creative Technology and Training Solutions, LLC 1-33

34 38. Assign Input Control 39. Click Finish 2017 Creative Technology and Training Solutions, LLC 1-34

35 42. Click on Linking/Element/Add Element Link 41. Click on Chart 40. New Input Control Created 2017 Creative Technology and Training Solutions, LLC 1-35

36 43. Select Object to Use as Filter 44. Click Nextg 2017 Creative Technology and Training Solutions, LLC 1-36

37 45. Set Control Properties 46. Click Next 2017 Creative Technology and Training Solutions, LLC 1-37

38 47. Set which Block will be affected by selecting in Bar Chart 48. Click Finish 2017 Creative Technology and Training Solutions, LLC 1-38

39 50. When Control Selections Made, Visualizations Change 51. Click on State Value Select Select Input Control Appearance Values 2017 Creative Technology and Training Solutions, LLC 1-39

40 Note when State value selected, New Input control appears 53. Click on another State value 52. Detail Block revised 2017 Creative Technology and Training Solutions, LLC 1-40

41 54. New York Selected 55. Note Detail block changes 2017 Creative Technology and Training Solutions, LLC 1-41

42 57. Select Rename Report 56. Right-Click on Report tab 2017 Creative Technology and Training Solutions, LLC 1-42

43 58. Enter Name 2017 Creative Technology and Training Solutions, LLC 1-43

44 Note: For Quick creation of Similar Report, we can simply Duplicate the report tab, which will also duplicate the Controls 59. Reset controls 60. Right-Click on Report tab, Select Duplicate Report 2017 Creative Technology and Training Solutions, LLC 1-44

45 61. Right Click on New Report tab, Select Rename Report Note: All Controls Duplicated 2017 Creative Technology and Training Solutions, LLC 1-45

46 62. Rename Report Tab 2017 Creative Technology and Training Solutions, LLC 1-46

47 64. Click New 63. Click X to Remove Input Control 2017 Creative Technology and Training Solutions, LLC 1-47

48 65. Select Object 66. Click Next 2017 Creative Technology and Training Solutions, LLC 1-48

49 68. Set Properties 67. Select Control Type 69. Click Next 2017 Creative Technology and Training Solutions, LLC 1-49

50 70. Assign Control 71. Click Finish 2017 Creative Technology and Training Solutions, LLC 1-50

51 72. Right Click on Pie Chart 73. Select Assign Data 2017 Creative Technology and Training Solutions, LLC 1-51

52 74. Revise to Display Margin 75. Click OK 2017 Creative Technology and Training Solutions, LLC 1-52

53 76. Chart Displays Margin 77. Right-Click on Bar Chart, Select Assign Data 2017 Creative Technology and Training Solutions, LLC 1-53

54 78. Revise from Sales Revenue to Margin 79. Click OK 2017 Creative Technology and Training Solutions, LLC 1-54

55 80. Drag Margin from Available Objects over Sales Revenue in Block 2017 Creative Technology and Training Solutions, LLC 1-55

56 81. Detail Block Revised to Display Margin Note: With the ability to Duplicate and Edit, New Visualization story can be created within Minutes 2017 Creative Technology and Training Solutions, LLC 1-56

57 Presentation Summary Visualizations with Controls can easily be created within WebIntelligence To Add or remove data from the Visualization Dataset, you simply revise what is in the Query Panel Visualizations can be controlled using Input Controls and/or Element Linking Visualization Stories can be duplicated and revised with ease 2017 Creative Technology and Training Solutions, LLC 1-57

58 Thank You! Contact Information: Michael Ward