Jim Brogden, Heather Sinkwitz, Dallas Marks, Gabriel Orthous. SAP BusinessObjects Web Intelligence. The Comprehensive Guide. S Galileo Press.

Transcription

1 Jim Brogden, Heather Sinkwitz, Dallas Marks, Gabriel Orthous SAP BusinessObjects Web Intelligence The Comprehensive Guide S Galileo Press Bonn

2 Acknowledgments 21 Foreword Features of Web Intelligence Core Product Functionality Web Intelligence Offline SAP BusinessObjects Bl 4.1 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 The HTML Viewer versus the Applet (Java) Viewer Web Intelligence Reporting and Analysis Environments Zero-Client Online Analysis Thin-Client Development Report Display Modes Saving in the Applet Viewer Saving in the HTML Viewer Summary SAP HANA Variable Support in SAP BusinessObjects... Bl 4.1 SP Support of Query Stripping Enabling Query Stripping Freeze Header Rows and Left Columns Freeze Rules Enabling Freeze Settings Custom Grouping Steps for Creating Custom Groups Custom Group Values in a Table 56 7

3 2.4 Merged Dimension Improvements Adding an Object to an Existing Merge Removing an Object from a Merged Dimension Instance Merging Objects with Hierarchies Usability Improvements New Input Control Features Improved Header and Footer Property Access Formula Editor Enhancements Query Editing and Refreshing Updates Customizing Color Properties Custom Color Palettes Creating a New Custom Color Palette Formatting Data Series Colors Defining Global Chart Palettes Modifying Default Styles Using Excel as a Data Source in the Bl Launch Pad Creating Queries from Excel Files Updating Published Excel Files Refreshable Queries Based on Excel Charting Enhancements Format Data Series Series Color Options New Waterfall Chart Properties Individual Line Widths in Line Chart Report Formatting Improvements 2.10 Summary ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^S Creating a Web Intelligence 4.1 Document Universe as a Data Source Direct Connection to an SAP 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 104 8

4 3.3.2 Adding Queries and New Data Providers Setting Up a Combined Query Creating SAP BEx Queries 113 Query Filters Predefined Filters Custom Filters Quick Filters Subqueries Nested Conditions Prompted Queries Saving a Report to Refresh on Open Creating a Prompted Filter Setting Prompt Properties Summary 127 yl 4.1 Adding Data to Report Elements Populating a Cross Table Populating a Chart Sections and Breaks Setting a Section Grouping Data with Breaks Outline Navigation 140 Enhanced Sorting and Ranking Sorting Ranking Conditional Formatting 150 Headers, Footers, and Background Images 154 Summary 157»X«1 5.1 The Web Intelligence 4.1 Reporting Interface Reporting Toolbars 162 The Side Panel 172 Report Panel 175 Report Property Categories Report Elements 179 9

5 5.5.2 Formatting Data Access Analysis Page Setup and Layouts Summary Using Tables Add Report Elements While Designing Reports Manage Table Properties Grouping Freezing Header Rows and Columns Table Types Horizontal Table Vertical Table Cross Table Form Table Converting Table Formats and Types Blank and Predefined Cells Blank Cells Predefined Cells Summary 211 ^^^^^^^^^^^^^^^^^^^S 7.1 Adding Charts to a Report Chart Types Column Charts Line Charts Pie Charts Point Charts Bar Charts Other Chart Types Chart Properties Zone Formatting Summary

6 8.1 Properties That Enhance the Display of Data Drilling in Reports with Multiple Charts Hierarchical Charting with Relational Data Reports Functioning as Dashboards Formatting Tips Measure Formatting Region Color and Value Axis Stacking Custom Color Enhancements Summary Formatting Report Properties Document Summary Report Map Input Controls Web Services Publisher Available Objects (Design Mode Only) Document Structures and Filters Data Style Sheet Modification Summary 294 {iljl " '''W^SuSSEBS 10.1 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 Report Element Filters Filtering with Input Controls Conditionally Hiding Report Elements Hierarchical Navigation with SAP BW Data Sources Summary

7 11.1 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 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 344 ^^^^^^^^^^^^^^^^^^^^^a^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^s 12.1 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 Miscellaneous Functions Logical Functions Numeric Functions Set Functions Operators Formula Syntax Primary Formula Syntax Rules If-Then-Else Syntax

8 Saving a Variable Modifying a Variable Input, Output, and Calculation Contexts Aggregates in Context Formulas Report Structure Operator and Keyword Combinations Context Operators Summary 378 ^^^^S 13.1 Complex Filtering Options Filtering with Wild Cards Nested Query Filters Database Ranking 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 Editing Auto-Generated SQL Scripts 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 Filter Preview Data Using Search to Filter Data Preview Values 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 SAP HANA as a Data Source Summary

9 '. "^^k >* _ j4 Contents 2ml13fffjAfn nffh3»m '.1 if«q V' ^'"SHSb./..' JsBfa* & 14.1 Combining Multiple Queries from the Same Data Source Combining Data from Different Universes Data Synchronization Recommendations Summary 423 * _' Linking to Documents with the HTML Viewer Adding Hyperlinks to Published SAP BusinessObjects Bl 4.1 Web Intelligence Documents Insert a Hyperlink to a Web Page Adding Hyperlinks to Prompted Documents Linking with the Applet Viewer Manually Creating Links Using the OpenDocument Syntax Structure Adding a Hyperlink to an SAP BusinessObjects Dashboard OpenDocument Syntax Document Identifier Parameters Input Parameters Output Parameters Element Linking Adding Element Linking The Impact of Element Linking Summary 453 ^^^^^^^^^^^^B^^^^^^^^E^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^S 16.1 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

10 16.3 Organizing in Folders and Categories Folders Categories Organizing Objects Viewing, Printing, and Saving Objects in Bl Launch Pad Web Intelligence Viewer Toolbar Additional Menu Options Summary Introducing Bl Workspaces BI 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 Working with Web Intelligence Report Parts Using a Bl Workspace as the Default Home Tab Printing Bl Workspaces Content Linking Summary 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

11 ' Contents Searchable Object Types Search Techniques Sorting and Filtering Content Creating Discussions Notes Discussion Threads Summary 517 J^H^^^S^^^^^a3«^^Sl^^^^^»^a^^31 m 19.1 Copying and Pasting Copying and Pasting between Applications Copying and Pasting between Web Intelligence Documents Using the Send Feature in Bl Launch Pad Bl Platform Inbox FTP Location File Location Exporting a Web Intelligence Report Export Options in Bl Launch Pad Export Options in Web Intelligence Scheduling a Web Intelligence Report Scheduling in Bl Launch Pad Viewing Latest Instance Viewing History Summary 537 ^^^^^^^^^5^^^S^^^^^S^^^^^^^^^^^^^^^^^S^^^^^S 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

12 Choosing Dynamic Recipients Setting Publication Properties Testing the Publication Mobile Publications 554 Summary How Web Intelligence Rich Client Is Different Working in Offline Mode Working in Connected Mode Working in Standalone Mode Data Provider Options Import a Universe from the CMS Query Panel in Web Intelligence Rich Client Working with Web Intelligence Reports Opening Documents from the CMS Saving Reports Locally Exporting Reports to CMS Printing from Web Intelligence Rich Client Sending Reports as Attachments Setting Preferences in Web Intelligence Rich Client 569 Summary Introduction to SAP BusinessObjects Live Office Integration with Web Intelligence Reports Live Office Ribbon Menu Creating SAP BusinessObjects Live Office Documents with Web Intelligence Content Accessing the Live Office Insert Wizard Selecting the Web Intelligence Document Setting Context Configuring Prompt Selecting Report Values 576 Content Creating the Summary Adding More Content

13 22.3 Setting Preferences Application Options Data Refresh Options Object Properties Summary New Features in SAP BusinessObjects Mobile Designing Reports for Mobile Viewing Mobile Categories Mobile versus MobileDesigned Mobile-Only Analytic Types Query and Formula Design Creating Sparklines Creating Bullet Graphs Creating Micro Bar Charts Creating Scorecards Report Linking Input Controls Mobile Thumbnails Summary Universe Basics Introducing the Information Design Tool Components of a Universe Creating a New Universe Project Creating Connections Creating Data Foundations Inserting Tables into a Data Foundation Inserting Joins into the Data Foundation The Importance of Setting Cardinality Detecting Loops Detecting Aliases Detecting Contexts Creating Business Layers Creating Multisource Universes

14 24.7 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 654 A Converting Desktop Intelligence Reports to Web Intelligence Documents 657 A.1 Report Conversion Tool (RCT) 658 A.2 Conversion to Web Intelligence 658 A.2.1 Analyze Existing Desktop Intelligence Report Usage 659 A.2.2 Identify Users with Desktop Intelligence Installed 659 A.2.3 Publish Locally Saved Desktop Intelligence Reports to the Repository 660 A.2.4 Prioritize, Consolidate, and Eliminate 660 A.2.5 Customize the Conversion Plan and Roadmap 660 A.2.6 Perform Report Conversion 662 A.2.7 Execute Post-Conversion Analysis and Validation 663 A.2.8 Manually Create Unconverted Reports 664 A.2.9 Educate Users on Web Intelligence A.3 Desktop Intelligence Compatibility Pack (DCP) 664 A.4 Summary 666 B Third-Party Vendors and SAP Partners 667 B. 1 Antivia 668 B.2 APOS Systems 668 B.3 Centigon Solutions 669 B.4 EV Technologies 670 B.5 GB & Smith 671 B.6 InfoSol 672 B.7 LaunchWorks 672 B.8 Summary 673 C The Authors 675 Index