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BI_BOBJ_300 Business Objects For Power Users by IlsqWsUD

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									  BI_BOBJ_300
Business Objects
For Power Users



 BI_BOBJ_300 Business Objects for Power Users   1
Course Content

• Introduction
• Unit 1 – Business Objects Infoview
• Unit 2 – Basic Report Design
• Unit 3 – Modifying Existing Reports
• Unit 4 – Adding Objects
• Unit 5 – Query Filters
• Unit 6 – Creating Queries
• Course Summary




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Prerequisites and Roles

• Prerequisites
    Successfully completed BEX_300 Or CM_BEX_300

    Successfully completed BEX_305 Or CM_BEX_305

    Course must be on training plan




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Benefits of Business Objects (BOBJ)
• Ability to join different data sources to create ad-hoc reports
   • Examples: GRADS, Remedy, FDB, BEx
• Web interface where users can check out reports in their
  role-based folders, saving their own formatted views of the
  report


• Interactive-mode, where power users can refresh the data
    • After changes to the query have been made
    • In the end user reports
• Supports conditional formatting, alerts, and drill-downs


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Terminology

Universe       Contains objects mapped to data in the
               database; may be created from various data
               sources
Classes        Logical groupings of objects that map to data
               in the database
Dimensions     Retrieves data, typically character-type
Details        Provides descriptive data about the dimension
Measures       Retrieves numeric data resulting from
               calculations on data in the database
Query Filter   Predefined filter that restricts the information
               retrieved from the database




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Unit 1




         Business Objects
             Infoview
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Unit 1 – Business Objects Infoview

• How to Access
• Using Infoview




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Business Objects Software Needs

• myReports tab on myUK portal
      Same Power User access as for BEx-Analyzer

         Received after passing BI_BOBJ_300 assessment


• Business Objects Infoview local client
      Check with your IT support to load software

      Call Customer Service tech support at 7-5599, if you are unsure
       of who your IT person is




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How to Access – In Production

• Log on to the myUK
   portal




• Click on myReports




Disclaimer: You will not have the Power User functionality until
          you pass your assessment and course credit has
          been processed
                 BI_BOBJ_300 Business Objects for Power Users      9
How to Access – In Production

• Click on Options and
   select Open in New
   Window

    Provides larger
      viewing area




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How to Access – In Production

• When Business Objects
   InfoView opens, click
   Document List
      Use either the menu or
       the toolbar

      Contains the reports to
       which you have access



• Click Yes when the
   Security Information box
   appears

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Business Objects - Infoview
• Favorites folder is the default folder
    Contains all the reports you create and modify
    Other Power Users can not access reports here




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Business Objects - Infoview
• You will be able to see the title, type, and owner of the
   report




• You also can search for title of a report




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Business Objects - Infoview
• To view other reports, click on the Expand icon to the left of
   Public Folders or double-click on the folder
      BW role determines access to folders




• Double-click on the appropriate folder to display the reports




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Business Objects - Infoview
• To open a report, double-click on it




• A system message may display
   letting you know that the document
   is being retrieved (processed)




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Reports
• Are created using universes
    Example:

   Report


   Universe


   BEx Query


   BEx Infocube


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Business Objects - Infoview
• Left side – Navigation Map
• Right side – Report details
• To view any prompts (variables), click User Prompt Input




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Business Objects - Infoview
• Left side – User Prompt Inputs (Variables)
• Right side – Report details




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Displaying Reports
• To display an existing report, open the report
• Displays report with the most recent refresh date




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Exercise 1.1




 •Displaying a Report




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Summary

• How to Access
• Using Infoview




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Unit 2




          Basic Report
            Design
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Unit 2 – Basic Report Design

• Report Design
• Edit Report Screen
• Report Manager
• Grids




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Report Design

• Report format can consists of:
    One or more reports
       Similar to multiple worksheets in an Excel file


    One or more blocks
       Table, cross tab, form, or chart


    Returned Data



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Edit Report Screen
• To make changes to the report use the Edit Report screen

• After running the report, click on Edit



• When the screen displays, the Edit Report button will be
   highlighted




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Edit Report Screen




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Report Manager – Data Tab
• Allows viewing the data
  objects available in a
  document
    Organized     alphabetically
     (default)



    Recommended to arrange
     by query




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Report Manager – Template Tab
• Allows adding and changing
  the type of blocks in a report
  by dragging and dropping
  templates



• Also provides templates for
  adding:
    Last Refresh Date
    Page Number
    Page Number/Total Pages

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Report Manager – Map Tab
• Allows viewing and
  navigating through reports
  and sections in document




• Click on Structure to view
  the structure of the report




              BI_BOBJ_300 Business Objects for Power Users   29
Report Manager




• Properties Tab
    Allows formatting the report and
     blocks within the report

    Click on a part of the report to
     view its properties, i.e., table,
     cell, title, header, etc.




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Report Manager - Thumbtacks
• Used to keep the Report
  Manager displayed



• Click on the thumbtack to
  collapse the Report
  Manager



• Click on one of the Report
  Manager buttons to open
  again, and then click on the
  thumbtack to keep it open
              BI_BOBJ_300 Business Objects for Power Users   31
Report Manager

• Simple to configure how the tabs display
• Use the Configure Views icon




              BI_BOBJ_300 Business Objects for Power Users   32
Report Manager

• Data tab in front of other tabs
  (default view)




• Properties tab below Data tab
    Allows both tabs to be viewed
     simultaneously

    Tabs become clickable buttons


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Report Manager

• Data tab on left,
  Properties tab on right




• Collapsing Report
  Manager as vertical
  toolbar

   • Tabs become
     clickable buttons



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Grids

• Use grids to line up report features, such as the
   title, graphs, charts, tables, etc.



• Click on Show User Settings icon




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Grids

• Can
    Change the measurement unit
    Show grid
    Snap to grid
    Change grid spacing




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Grids

• Select your settings and
   click OK




• Grid displays in background
   of report




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Summary

• Report Design
• Edit Report Screen
• Report Manager
• Grids




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Unit 3




            Modifying
         Existing Reports
          BI_BOBJ_300 Business Objects for Power Users   39
Unit 3 – Modifying Existing Reports

• Edit Report Mode
• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data




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Edit Report Mode
• Provides access to change the report including
    Format changes
    Sorting data
    Adding/deleting/rearranging columns
    Refresh data
    Using free standing cells
    Adding breaks, graphics
    Tracking data changes
    Access to Edit Query mode
• Not all functions above taught in this course
               BI_BOBJ_300 Business Objects for Power Users   41
Using Save As
• Remember! Use the Save As functionality if you are
    changing an existing report

     Ensures that you do not make changes to another
        person’s report

•   Two ways to save
       Save As

       Save to my computer As




                  BI_BOBJ_300 Business Objects for Power Users   42
Using Save As
• To save the report in BOBJ, click on the drop-down icon
   to the right of the Save icon and select Save As




• To drop the report on your computer in Excel or pdf
   format, click on Save To My Computer As
      Cannot upload back to Business Objects




                 BI_BOBJ_300 Business Objects for Power Users   43
Using Save As
• Click on My Favorites folder



• Enter the new name for the report in the Name field
    Important! Use the Business Objects Naming
     Standards




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Using Save As
• Click on Advanced to change the description of the report



• Change the Description field
      Include the universe name in the description




                  BI_BOBJ_300 Business Objects for Power Users   45
Using Save As

• Enter keywords
   including universe
   name and AD/MC
   User ID




• Recommended to
   not select Refresh
   on Open




                BI_BOBJ_300 Business Objects for Power Users   46
Using Save As

• Click OK



• After saving, the new name will display in the report
   window header




                BI_BOBJ_300 Business Objects for Power Users   47
Rearranging Columns
• To rearrange columns, click on column heading an hold
  down the mouse button




• Move the column to the new location and release the mouse
  button to drop the column
      Note: As you move the column heading, the system will
       highlight possible “drop sites”




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Rearranging Columns
• Column will display in its new location




                BI_BOBJ_300 Business Objects for Power Users   49
Titles and Headings
• Consist of a formula
      Ex. Funds Center Balances: Budget vs Actual

         =“Funds Center Balances: Budget vs Actual”
      Ex. Funds Center Key

         =NameOf([Funds Center Key])


• Can be changed easily using the Formula Editor toolbar




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Title or Heading Changes
• To change the title of the report or a column heading,
   click on it




• Click Show/Hide Formula Editor




                 BI_BOBJ_300 Business Objects for Power Users   51
Title or Heading Changes
• When the Formula Editor toolbar displays, make the
   change




               BI_BOBJ_300 Business Objects for Power Users   52
Title or Heading Changes
• Should start with an Equals sign (=)



• Keep descriptive words between double quotes “ “




                BI_BOBJ_300 Business Objects for Power Users   53
Title or Heading Changes
• May contain formula functions, such as NameOf


      Click on Formula Editor to display more functions




• May contain data object strings
      Contained within brackets and parentheses




                  BI_BOBJ_300 Business Objects for Power Users   54
Title or Heading Changes
• After making the change, click on Validate



      If Enter is pressed instead of Validate, a system message
       may display, click No, and then click on Validate




                  BI_BOBJ_300 Business Objects for Power Users     55
Title or Heading Changes
• Change will display




• Formatting may need to be adjusted




               BI_BOBJ_300 Business Objects for Power Users   56
Remove Objects
• To remove an object (column/field), click on the column
  heading




• Drag and drop object on the Data tab




               BI_BOBJ_300 Business Objects for Power Users   57
Remove Objects
• Removed object no longer displays




               BI_BOBJ_300 Business Objects for Power Users   58
Refresh Data
• To refresh the data in the
   report, click on Refresh Data



• If you have set a filter to
   require a response by the
   user, a prompt for the filter
   will display, and the user will
   need to respond unless the
   filter has been set as
   optional




                 BI_BOBJ_300 Business Objects for Power Users   59
Refresh Data
• To choose new values, click
   on Refresh Values




• Choose the new values by
   either:
       Clicking on the value in the
        left window and clicking on
        the Add icon

       Double-clicking on the
        value
                   BI_BOBJ_300 Business Objects for Power Users   60
Refresh Data
• After choosing new values or
   to use current values, click on
   Refresh Data



• Retrieving data system
   message displays

    Note: Length of time to run
      the query will depend on
      how much data is being
      requested and how busy
      the system is at the
      moment
                  BI_BOBJ_300 Business Objects for Power Users   61
Refresh Data
• Query will display in a new document with the new
   refresh date




                  BI_BOBJ_300 Business Objects for Power Users   62
Document Properties

• Use to edit query description and set properties
  such as refresh on open, enhanced viewing, and
  report tab order

• Right-click on document and select Document
  Properties
    Must be on box, not on data




               BI_BOBJ_300 Business Objects for Power Users   63
Document Properties

• Document Information
  displays (to the right of
  document)
    Created by
    Modified by
    Creation Date
    Name
    Description
    Keywords

               BI_BOBJ_300 Business Objects for Power Users   64
Document Properties

• Default settings include
    Refresh On Open
       Recommended to not use due
        to potential time issues for
        end users



• Report Order
    Can set the order of report
     tabs




                BI_BOBJ_300 Business Objects for Power Users   65
Table Properties
• To set properties on
  a table, either
    Click to select the
     whole table


    Right-click on the
     table and select Edit
     Format
       Select either Cell,
        All table cells, or
        Table



                 BI_BOBJ_300 Business Objects for Power Users   66
Table Properties
• Can set various properties
  for the table, such as
    Autofit Width
    Autofit Height
    Wrap Text
    Merge Cells
    Text Formatting




               BI_BOBJ_300 Business Objects for Power Users   67
Exercise 3.1




 •Modifying a Report




               BI_BOBJ_300 Business Objects for Power Users   68
Summary

• Edit Report Mode
• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data




               BI_BOBJ_300 Business Objects for Power Users   69
Unit 4




                  Adding
                  Objects
         BI_BOBJ_300 Business Objects for Power Users   70
Unit 4 – Adding Objects

• Edit Query Screen
• Data Provider
• Results Objects
• Query Filters
• Adding Objects




                BI_BOBJ_300 Business Objects for Power Users   71
Edit Query Screen
• To add objects to the report, move into edit query mode
   by clicking on Edit Query
      Note: This process might take a few seconds depending on
       report size




                     BI_BOBJ_300 Business Objects for Power Users   72
Edit Query Screen




             BI_BOBJ_300 Business Objects for Power Users   73
Data Provider

• Contains three different
   types of objects grouped
   into classes
    Dimensions
    Details
    Measures




                  BI_BOBJ_300 Business Objects for Power Users   74
Data Provider

• Classes
    Logical groupings of objects that map to data in the
     database



• Dimensions
    Retrieves data – typically character-type
    Examples: Company Code, GL Account, etc.
       Note: if using a BEx universe, most details will be found
        under the L01 dimensions, not the L00 dimension. If a
        class contains L00 dimensions, it is due to hierarchies in
        BEx , such as cost centers.

                BI_BOBJ_300 Business Objects for Power Users         75
Data Provider

• Details
    Provides descriptive data about the dimension
    Example: Prime Vendor dimension has the details
     Prime Vendor Street Name, Prime Vendor Region, etc.

• Measures
    Retrieves numeric data resulting from calculations on
     data in the database

    Examples: Amount in FM Area Currency, Capital
     Expenditures, Current Expenditures, etc.




                BI_BOBJ_300 Business Objects for Power Users   76
Data Provider

• Query Filter
    Predefined filter that restricts the information
     retrieved from the database

    May prompt the user to select a value before
     proceeding




                 BI_BOBJ_300 Business Objects for Power Users   77
Result Objects

• Displays the objects chosen for the query




• Objects can be
    Added from the Data Provider frame
    Removed from query

              BI_BOBJ_300 Business Objects for Power Users   78
Query Filters

 • Displays the filters used in the query




 • Can consist of
     Constant
     Directly chosen from a list
     Prompted

                BI_BOBJ_300 Business Objects for Power Users   79
Adding Objects

• Add objects to the Results Objects frame using one
  of the following methods:
    Drag and drop the object
    Double-clicking on the object




               BI_BOBJ_300 Business Objects for Power Users   80
Adding Objects

• Once objects are in the Result Objects frame,
  rearrange them by dragging and dropping




              BI_BOBJ_300 Business Objects for Power Users   81
Adding Objects
• When finished, click on Run Query




• If prompt window displays, either choose the new value
  or click Run Query




               BI_BOBJ_300 Business Objects for Power Users   82
Adding Objects
• System message displays while the data is being retrieved




• Notice that the new objects are listed in the Data list, but
  not in the report




                BI_BOBJ_300 Business Objects for Power Users     83
Adding Objects
• To add the object to the report, drag and drop it to the
  location where it should be placed
      Note: Drag and drop as you did when rearranging fields




                 BI_BOBJ_300 Business Objects for Power Users   84
Adding Objects
• Added objects will display




               BI_BOBJ_300 Business Objects for Power Users   85
Exercise 4.1




 •Adding Objects




               BI_BOBJ_300 Business Objects for Power Users   86
Summary

• Edit Query Screen
• Data Provider
• Results Objects
• Query Filters
• Adding Objects




                BI_BOBJ_300 Business Objects for Power Users   87
Unit 5




                    Query
                    Filters
         BI_BOBJ_300 Business Objects for Power Users   88
Unit 5 – Query Filters

• Query Filters
• Value Lists
• Using Prompts
• Complex Filters




                BI_BOBJ_300 Business Objects for Power Users   89
Query Filters
 • Consists of three elements
     Object on which you want to filter data
        UK Fiscal Year/Period Key


     Operator used to show the relationship between the
      object and operand
        Equal to


     Operand (values) used for filtering
        V6/004/2009


                BI_BOBJ_300 Business Objects for Power Users   90
Query Filters

 • Place the object in the Query Filters frame


 • Use the Operator Drop-down icon to select the
   operator




                BI_BOBJ_300 Business Objects for Power Users   91
Query Filters




 • Enter the operand (value) by typing it into the
   Operand field or using the Drop-down List icon and
   selecting one of the following:
     Value(s) from list – choose the value(s) from a list
     Prompt – the user of the report will enter the value
     Constant – enter a value (not recommended)

                BI_BOBJ_300 Business Objects for Power Users   92
Query Filters – Values List

 • If selecting from a value list, the List of Values
   window will open, displaying the values for the
   object




                BI_BOBJ_300 Business Objects for Power Users   93
Value List

 • Select the value by either double-clicking on it or
   highlighting it, then clicking on the Add icon




 • Click OK to close the window
                BI_BOBJ_300 Business Objects for Power Users   94
Value List

 • When making a different selection from the value
   list, refresh the value list by clicking on Refresh
   Values




                BI_BOBJ_300 Business Objects for Power Users   95
Using Prompts

• If prompting user for value, click on the Prompt
  Properties icon



• Prompt property settings include:
    Prompt text
    Prompt with list of values
    Keep last values selected
    Select only from list
    Optional prompt
    Set default values
               BI_BOBJ_300 Business Objects for Power Users   96
Using Prompts
Option         Definition

Prompt Text    Will default to “Enter value(s) for (object name):”; User
               can change default
Prompt with Displays all values for the object; Allows user to select
List of Values desired values
Keep last      Defaults to last value(s) selected by user on the
values         previous refresh; User can change the value or refresh
selected       using the last selection
Select only    Prevents users from typing values that do not exist in
from list      the database
Optional       Allows users to refresh the document without the need
prompt         to enter a response to the prompt or by entering a
               partial response to the prompt
               Note: If no response is entered, the filter is not applied
Set default    Defines the default value(s) that appear in the prompt;
values         can be defined by entering value(s) into the Type a
               value field or choosing the value(s) from a list

                  BI_BOBJ_300 Business Objects for Power Users              97
Using Prompts

• Tips
    When the prompt is for a date, do not select Prompt
     with List Values if you want the user to see the popup
     calendar

    Be careful using optional prompts display a dialogue
     box to inform users if a value is not entered, the filter
     will not be applied

    Prompt with List of Values does have a limit, so all
     values may not show




                BI_BOBJ_300 Business Objects for Power Users     98
Complex Filters

• Two types of complex filters
    AND operator – returns values that are true for both
     (all) filters

    OR operator – returns values if either filter is true



        Filter                                             Filter
        A data                                             B data




                     BI_BOBJ_300 Business Objects for Power Users   99
Complex Filters

• With two or more filters in the query, an AND
   operator automatically created



• Can be switched by double-clicking on the operator




              BI_BOBJ_300 Business Objects for Power Users   100
Complex Filters

• With more than two filters, priorities must be set
    Accomplished by positioning and grouping the filters

• To group filters together, drag and drop one filter
   on top of the other filter
    Double-click on the operator to switch between AND
      and OR



• Brackets will denote the filter groupings
    Filters by top down and left to right
                BI_BOBJ_300 Business Objects for Power Users   101
Complex Filters

• Examples




             BI_BOBJ_300 Business Objects for Power Users   102
Exercise 5.1




 •Creating a Query Filter




               BI_BOBJ_300 Business Objects for Power Users   103
Summary

• Query Filters
• Value Lists
• Using Prompts
• Complex Filters




                BI_BOBJ_300 Business Objects for Power Users   104
Unit 6




                Creating
                Queries
         BI_BOBJ_300 Business Objects for Power Users   105
Unit 6 – Creating Queries

• Creating Queries
• Document Properties
• Report Property Options




                BI_BOBJ_300 Business Objects for Power Users   106
Creating Queries

• From main Infoview
   menu screen
      To create a new query,
       click on the New drop-
       down icon and select Web
       Intelligence Document



      Double-click on the
       universe you want to use
         Only see universes for
          which you have access




                  BI_BOBJ_300 Business Objects for Power Users   107
Creating Queries
• To create a new query from
   Edit Report screen
      Click on the New icon



      When the system message
       appears, click Yes
         If you have not saved any
          changes on the current
          document, click No, save
          the changes first




                  BI_BOBJ_300 Business Objects for Power Users   108
Creating Queries
    New query will open using the same universe as the
     previous query did




              BI_BOBJ_300 Business Objects for Power Users   109
Exercise 6.1




 •Creating A Query




               BI_BOBJ_300 Business Objects for Power Users   110
Summary

• Creating Queries
• Document Properties
• Report Property Options




                BI_BOBJ_300 Business Objects for Power Users   111
Power User Help Websites
• myHelp website:
       http://myHelp.uky.edu/rwd/HTML/BW.html
       Contains Quick Reference Cards (QRCs), updated course
        manuals, Simulations, BW Frequently Asked Questions, and other
        job aids

• IRIS website
       http://www.uky.edu/IRIS/BW/
       Contains Documentation, Assistance & Support, and other
        references

• For questions or assistance contact:
       BI-Requests@email.uky.edu




                    BI_BOBJ_300 Business Objects for Power Users         112
Course Summary
• Understand Business Objects Infoview functionality
• Display a report
• Understand Edit Report screen
• Modify an existing report
• Understand Edit Query screen
• Add new objects to query
• Create query filters
• Create a new report




               BI_BOBJ_300 Business Objects for Power Users   113
BI_BOBJ_300 Assessment

• To complete the assessment
    Follow the instructions for creating report

    Will need BOBJ software on your computer
       Check with your IT support to load the software

    Be sure to use BOBJ Naming Standards!




                BI_BOBJ_300 Business Objects for Power Users   114

								
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