SAP Business Objets Webi Training Material ppt

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					Business Objects XI R2
Web Intelligence
         Introduction to WebIntelligence
Web Intelligence is designed as a solution for the increasingly
complex requirements of today’s organizations.
    Multi-tier, thin-client decision support system (DSS)
    Allows to access the data in corporate databases or data
     warehouses from within office, home, or around the world, using
     corporate intranet, extranet, or the Internet.

                               Server       Databases

                  Using WebIntelligence
   Creating WebIntelligence documents
     Web Panel
           Java Report Panel
           Query-HTML
           HTML Report Panel
     HTML documents to Web Browser
   Saving WebIntelligence documents.
   Accessing WebIntelligence (through InfoView)
     No data processing on client
   Database Client Software & Processing on Server
         WebI and Desktop Intelligence
   WebIntelligence and Desktop Intelligence share the same
    semantic layer and query technology.
     The sharing of user rights.
     The sharing of documents.
           WebIntelligence users can view and refresh documents created in
            Desktop Intelligence.
     The sharing of the InfoView module
              WebIntelligence Components
   WebIntelligence InfoView
     Allows users to read and refresh WebIntelligence and Crystal
      Reports documents.

   WebIntelligence Reporter
     Allows users to use the Web Panel to create new WebIntelligence
      documents or edit existing ones.

   WebIntelligence InfoView Explorer
     Allows users to drill to more detailed levels of data in
      WebIntelligence and Crystal Reports documents.
   Enables users to view, refresh
    and schedule WebIntelligence
   Allows user to view Crystal
    Reports, MS-Office documents,
    Desktop Intelligence Reports.
   Accessed from Web Browser
     HTTP requests to Web Server
     Web Server integrated with
      BusinessObjects Enterprise XI
     WebIntelligence Server
      generates HTML
     HTML returned to Web Browser
   Corporate Categories and Folders
     Hierarchical view of categories
   Personalization using skins
     No programming required to
      personalize the views
   View Microsoft Office, PDF
   Upload Programs and Hyperlink
           WebI – Getting Started
 The Initial HTML Login Page

 Call up your login page from a client
 From your client’s Internet browser, type in the
   URL to the InfoView login page
 Standard URL is
InfoView Login

         Name of the server on which BO-XI
         is deployed

         User name and Password

        For standard Business Objects
        login choose Enterprise option in
        Authentication mode
             InfoView Start Page

               Title Area   Objects Area

                 Accessing Documents
   User can view the list of documents by selecting the respective folders.
   Personal documents can be seen by clicking on Favorites folder.
   Inbox documents can be seen by clicking on Inbox folder.
   Corporate documents can be seen by clicking on Public folder.
Accessing Links
            Creating WebI documents
Web Panel Overview

   The Web Panel comes in three versions:
     Java Report Panel
     Query - HTML
     HTML Report Panel
                             Java Report Panel
 Web Panel Toolbar                   Formula Bar

Classes and

                     Report View                   Formulas and
                     Query - HTML
 Web Panel Toolbar        Result Objects

Classes and

                            Query Filters
                  HTML Report Panel
       Menu Bar


Classes and
                                      Section and
         Document Creation Process
   Basic steps to create a WebIntelligence document:
       Select a universe and open the Web Panel.
       Build the document query using the universe’s objects.
       Run the query by clicking the Run Query button.

   The WebIntelligence system processes your request and
    displays the resulting document on the Document Results
            Document Creation Process
1.   Open the Web Panel to create
     a new document
2.   The Available Universes page
     opens. It lists all the universes you
     have the right to access.

3.   Select the universe you want to
     base the new document on. The
     Web Panel opens with the
     selected universe’s objects loaded
     in the Classes and Objects panel.

4.   Add Objects from the universe
     you just selected.

5.   Run the Query
             Document Creation Process
   Multiple queries in a single report

   User can include one or multiple
    queries in a single report by clicking
    on the Add Query button.

   The queries can be based on a single
    universe or on multiple universes
    available in InfoView.

   Queries can be synchronized on a
    common dimension. Hence the data
    from the multiple queries can be
    shown in same block.
              Document Creation Process
Actions on queries

                         •Double-click the object in the Classes and
To add an object
                         Objects panel.The object is added to the Detail
                         panel. (You may need to drag it to the precise
To remove an object      desired position.)
                         Note: If you drag and drop a class or subclass,
                         all of its objects may be inserted.
To insert an object      •Drag the object to the desired position in the
                         Section/ Detail panels.
                         Note: If you drop a class or subclass in the
To move an object
                         Detail panel, all of its objects may be inserted.
              Document Creation Process
Actions on queries

                         •Drag the object back to the Classes and
To add an object
                         Objects panel.

                         •Right-click the object, then select Delete from
To remove an object      the contextual menu.

                         •Select the object in the Section/Detail panel
To insert an object      then press the Del key.

To move an object
              Document Creation Process
Actions on queries

                         •Click and drag the object until the cursor is
To add an object
                         directly over one of the objects already in the
                         Detail panel. The new object is inserted to the
To remove an object      left of that object.

To insert an object

To move an object
              Document Creation Process
Actions on queries

                         •Drag the object to the desired position.
To add an object
                         •The position of the object will be corresponding
                         to that in the output of the query when
To remove an object      executed.

To insert an object

To move an object

   Move a cell from a table to
    create the section cell

   Select a dimension object
    listed on the Data tab (objects
    and classes tab)

                                          Report with sections
       Working with Reports
          Tables and Charts
   Tables                   Area Charts
   Financial Tables         Stacked Area Charts
   Forms                    Percent Area Charts
   Cross tabs
   Grouped Bar Charts       3D Area Charts
   Line and Bar Charts      3D Volume Charts
   Stacked Bar Charts       Pie Charts
   Percent Bar Charts
   3D Bar Charts            Doughnut Charts
   Mixed Line Charts        Radar Line Charts
   Stacked Line Charts      Stacked Radar Area Charts
   Percent Line Charts
                             Polar Charts
   3D Line Charts
   3D Surface Charts        Simple Scatter Charts
               Working with Reports
Simple tabular report can be converted into charts, crosstab
and freeform

Right click on the table header and
select Turn To option

Select the format you want to turn
             Working with Reports
Examples …
Table                    Form

Crosstab                 Line and Bar
                       Working with Reports
Examples …
3D Bar Charts                    3D Line Charts

Stacked Radar Charts             Area Charts
          Working with Document Data
The user may want to restrict the amount of data displayed in
a document, or perform calculations on data. These options help
the user to analyze data by allowing him to look at it from
different viewpoints. With WebIntelligence the user can:

Use predefined or user-defined conditions to restrict the type of data
retrieved from the database.

Include prompts with the document, so that the reader can pre-select
a condition value.

Make calculations on the document data and include them as part of
the document table or chart.
       Working with Document Data
The major difference between query conditions and
document filters is that a condition is applied to the query and
limits the data retrieved from the database, whereas the filter
is applied to the data in the document to hide information and
display only the information that you want to appear.

You can apply two different types of conditions or filters
to a query object:
     Predefined: This type of condition is defined by Designer while
      creating the universe.
     User-defined: User-defined conditions and filters let you set up
     your own custom conditions to use in your document. They
     perform the same function as predefined conditions, but they also
     let you personalize the final document results.
               Pre-Defined Conditions
Pre-defined condition objects can be found in their respective

              User-Defined Conditions
Following are the ways to apply
the User-defined conditions to an
 Drag the object from the Data
Panel into the Query Filters Panel.
Filter Editor will popup.

Select the Operator (Equal to,

Greater than etc)
Select Operand Type

Based on the selection of Operand

Type, select / enter the values in the
right hand side of the Filter Editor.
Click OK
   Alerters are used to highlight results that meet or fail specific
    Business targets.

   Alerters are dynamic. They always highlight the latest results.

   Alerters can contain multiple conditions. Hence help to
    highlight information that meets multiple Business criteria.

   An alerter can be made of multiple sub-alerters, each
    containing one or multiple conditions.
Steps to create an Alerter:
          Click the Edit Report button.
          Select a table column, row, section cell, or a free-standing cell.
          Click the Alerters button on the report panel toolbar.
          Select New.
          Enter Name & Description.
          Select an Object, Condition & value of Operand.
          Click Format to modify formatting properties.
          Click OK to save changes.
   Ranking allows the user to isolate the top and bottom records
    in a set based on a variety of criteria.
   Ranking options available in Web Intelligence are:

     Rank the top and/or bottom n records based on sum of a related
     Rank the top and/or bottom n% of the total number of records
      based on the value of a related measure as a percentage of the
      total value of the measure.
     Rank the top and/or bottom n records based on the cumulative
      sum of a related measure.
     Rank the top and/or bottom n records based on the value of a
      related measure as a cumulative percentage of the total value
      of the measure.
   Steps to apply Ranking:

   Select a block that you want to rank.
   Click Rank.
   Select Top/Bottom & enter number
    of records.
   Select the measure on which the
    ranking is based in the Based on
   Click For Each and select the
    dimension on which the ranking is
    based ranking is based on a
    particular dimension rather than all
    dimensions in the block.
   Select the rank calculation mode in
    the Calculation mode list (e.g.
    count, sum).
   Click OK.
                      Sorting Report Data
   Sorts are applied to organize the order in which results are
   Sort orders available in Web Intelligence are:
     Default  Depending on type of data in column or row, referred as
      ‘natural’ order
     Ascending  smallest value at the top of the column moving to the
      highest value at the bottom
     Descending  Highest value at the top of column moving to the lowest
      value at the bottom
     Custom  User’s own order
   To apply sorts:
     Select the section cell or table cells to be sorted
     Click the down arrow next to the Apply/Remove Sort button on the
      Report toolbar and then, select Ascending or Descending or Custom
      from the drop-down list
                            Drill Mode
   Drill mode allows user to analyze the data in a document by
    breaking it down and view it from different angles and levels of

   To pinpoint the driving factor behind a good or bad result. In drill
    mode, user can analyze data in different levels of detail by
    analyzing the data retrieved from the database.

   When working in drill mode, user is guided through the
    necessary steps by dynamic graphical features.
                             Drill Mode
   Hierarchies and Dimensions :
     Hierarchies can be created at Universe by universe designer
     Highest level object of the class is at the top and the most detailed at
      the bottom
        Example of Resort hierarchy:
           • Country
           • Resort
           • Service Line
           • Service
     The Universe classes are the default hierarchies for drilling
     Universe designer can also set up custom hierarchies
     Hierarchies can also be created and edited at report level
                          Drill Mode
   Document can be made drillable in two ways:             Start Drill Mode

        With the document definition open in the Web Panel, click on
         the Drill button on the toolbar.

        While viewing the document click on the Drill icon on the top
         left corner.

   After you enable drill mode and run the query, the following
    changes take place in the document:

        The drillable information in document tables is underlined,
         representing hyperlinks to the other levels.
        Some of the headers may contain an up arrow, to indicate that
         you can drill up a level.
                              Drill Mode
   Planning the Scope of Analysis
     Custom Scope of Analysis :
      When you select a custom
      scope of analysis, you fill in the
      hierarchy manually

        •   One level of analysis
        •   Two levels of analysis
        •   Three levels of analysis
                            Drill Mode
   Setting the Scope of Analysis:

   Click the Scope of Analysis button in the toolbar.
    The objects which are already present in Result Objects pane will be
    shown as gray.
    The other objects Represent different levels you can include in their
    corresponding scope of analysis.

   To change the scope of analysis click Scope of Analysis dropdown.
    Select the level of analysis you want for the report.

   If you’ve selected Custom Scope of Analysis, fill in the hierarchy by
    dragging the object from the Hierarchies list to the Custom Scope of
    Analysis section.
                           Drill Mode
    Setting Up A Drillable Document

      Objects in Query

    Add one level to the
    Scope of Analysis

One Level of Analysis
                           Drill Mode
After enabling drill mode and run the query, following table can be seen:
If you position your cursor over one of the hyperlinks, the tool tip
indicates that you can drill down to Quarter. Right click on the column
value shows the popup menu which guides about the drill options.
                  Schedule Documents
   Documents can be scheduled from WebIntelligence.

   Scheduled documents can be sent to different users or groups.

   Different scheduling options are available.

   User can schedule the document by clicking on the Schedule
    link available below the document name.
                    Scheduling Options

User can select different
options for scheduling:
     When

     Destination

     Format

     Caching Options

     Server Group
                   Scheduling Options

   When:

      Specify the interval of the
       document to run

      Select the days in case of
       weekly interval

      Select Start Time and End
                    Scheduling Options

   Destination:
      If it’s a default location,
       the document will be
       stored there

      If it’s a specific location,
       the user will have to
       specify different options
                 Scheduling Options

Format & Caching Options:

     Specify the format in
      which the document has
      to be saved

     Specify the Caching
                     Scheduling Options

   Specify the Server Group and click on Schedule to schedule the document
Discussion Panel
Thank You

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