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    BusinessObjects Live Office XI 3.1

    User Guide

    Live Office XI 3.1

    windows

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    2008 Business Objects, an SAP company. All rights reserved. Business Objects

    owns the following U.S. patents, which may cover products that are offered and

    Copyright

    licensed by Business Objects: 5,295,243; 5,339,390; 5,555,403; 5,590,250;

    5,619,632; 5,632,009; 5,857,205; 5,880,742; 5,883,635; 6,085,202; 6,108,698;

    6,247,008; 6,289,352; 6,300,957; 6,377,259; 6,490,593; 6,578,027; 6,581,068;

    6,628,312; 6,654,761; 6,768,986; 6,772,409; 6,831,668; 6,882,998; 6,892,189;6,901,555; 7,089,238; 7,107,266; 7,139,766; 7,178,099; 7,181,435; 7,181,440;

    7,194,465; 7,222,130; 7,299,419; 7,320,122 and 7,356,779. Business Objects and

    its logos, BusinessObjects, Business Objects Crystal Vision, Business Process

    On Demand, BusinessQuery, Cartesis, Crystal Analysis, Crystal Applications,

    Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Crystal

    Vision, Desktop Intelligence, Inxight and its logos , LinguistX, Star Tree, Table

    Lens, ThingFinder, Timewall, Let There Be Light, Metify, NSite, Rapid Marts,

    RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are

    trademarks or registered trademarks in the United States and/or other countries

    of Business Objects and/or affiliated companies. SAP is the trademark or registered

    trademark of SAP AG in Germany and in several other countries. All other names

    mentioned herein may be trademarks of their respective owners.

    Business Objects products in this release may contain redistributions of software

    licensed from third-party contributors. Some of these individual components may

    Third-party

    Contributors

    also be available under alternative licenses. A partial listing of third-party

    contributors that have requested or permitted acknowledgments, as well as required

    notices, can be found at: http://www.businessobjects.com/thirdparty

    2008-09-03

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    ContentsAbout this document 7Chapter 1

    Who should read this document .................................................................8

    How to use this document...........................................................................8

    Getting Started with Live Office 11Chapter 2

    Overview....................................................................................................12

    About Live Office content ..........................................................................12

    Live Office concepts.............................................................................13

    Live Office object types .......................................................................17

    Live Office architecture.........................................................................17

    What's New in Live Office XI 3?................................................................18

    New Features in Live Office XI 3..........................................................18

    Feature enhancements for Live Office XI 3..........................................18

    Live Office toolbar .....................................................................................18

    Live Office ribbon menu.......................................................................21To hide or show the Live Office toolbar................................................21

    Logging on to BusinessObjects Enterprise................................................21

    Working with Crystal Reports Content in Live Office 23Chapter 3

    Overview....................................................................................................24

    Inserting Crystal Reports content..............................................................24

    Logging on to secured databases........................................................24

    Insert Wizard: Choose Document........................................................27Insert Wizard: Specify Parameter Values ............................................29

    Insert Wizard: Choose Data.................................................................31

    Insert Wizard: Set Filters......................................................................34

    BusinessObjects Live Office XI 3.1 User Guide 3

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    Insert Wizard: Summary.......................................................................36

    Summary page.....................................................................................37

    Data Refresh Options................................................................................38

    Additional Info.......................................................................................40

    Modifying Crystal Reports content.............................................................40

    Viewing and modifying general object properties.................................40

    Adding custom content to Live Office objects......................................42

    Modifying parameter values.................................................................42

    Modifying fields ....................................................................................45

    Modifying filters....................................................................................46

    Working with Web Intelligence Content in Live Office 49Chapter 4

    Overview....................................................................................................50

    Upgrading content from the previous version......................................50

    Inserting Web Intelligence content.............................................................51

    Insert Wizard: Choose Document........................................................53

    Insert Wizard: Specify Query Contexts................................................55

    Insert Wizard: Specify Prompt Values..................................................57

    Insert Wizard: Choose Data.................................................................58

    Insert Wizard: Summary.......................................................................61

    Summary page.....................................................................................61

    Adding more Web Intelligence report parts...............................................62

    Data Refresh Options................................................................................63

    Additional Info.......................................................................................65

    Modifying Web Intelligence content...........................................................66

    Viewing and modifying general object properties.................................66

    Modifying prompt values......................................................................68

    Working with Queries in Live Office 71Chapter 5

    Overview....................................................................................................72

    4 BusinessObjects Live Office XI 3.1 User Guide

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    Inserting Queries.......................................................................................72

    To launch the Live Office Insert Wizard................................................73

    Insert Wizard: Choose Universe...........................................................75

    Insert Wizard: Specify Query................................................................77

    Insert Wizard: Specify Query Context..................................................87

    Insert Wizard: Specify Prompt Values..................................................89

    Insert Wizard: Summary.......................................................................91

    Summary page.....................................................................................91

    Modifying Queries......................................................................................92

    Viewing and modifying general object properties.................................92

    Modifying prompt values......................................................................94Changing the universe location............................................................96

    Modifying the query definition...............................................................96

    Modifying a query context....................................................................97

    Performing Common Tasks with Live Office Objects 99Chapter 6

    Performing Common Tasks with Live Office............................................100

    Modifying objects by report................................................................100

    Publishing and Viewing Files..............................................................102

    Saving your data locally and to the repository...................................105

    Copying and pasting Live Office Objects...........................................106

    Distributing objects via Outlook..........................................................108

    Loading, updating, and refreshing existing content............................108

    Removing Live Office objects.............................................................110

    Performing Advanced Tasks 111Chapter 7

    Performing Advanced Tasks....................................................................112

    Managing prompt and parameter settings ........................................112

    Managing global Live Office properties..............................................119

    Managing document security and access .........................................125

    BusinessObjects Live Office XI 3.1 User Guide 5

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    Troubleshooting Live Office 129Chapter 8

    Enabling logging for Live Office...............................................................130

    Sample Live Office log files ...............................................................130

    Troubleshooting Live Office components................................................131

    Problem: LiveOffice menu disappeared.............................................132

    Problem: Object refresh failed............................................................132

    Problem: Object sorting and filtering lost when refreshing.................133

    Problem: Access denied to universe..................................................133

    Live Office object size limitations.......................................................134

    Reference 135Chapter 9

    Reference Sections.................................................................................136

    Live Office Insert Wizard....................................................................136

    Options dialog box..............................................................................137

    Live Office Object Properties dialog box............................................140

    Backward compatibility............................................................................141

    Unsupported features.........................................................................141

    Get More Help 143Appendix A

    Index 147

    6 BusinessObjects Live Office XI 3.1 User Guide

    Contents

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    About this document

    1

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    Go to this section To do this

    About Live Office content onpage 12

    Understand key Live Office conceptsand product enhancements.

    Inserting Crystal Reports contenton

    page 24

    Create and modify Crystal Reports

    documents from withinyour Microsoft

    Office applications.

    Inserting Web Intelligence contenton

    page 51

    Create and modify Web Intelligence

    documents from withinyour Microsoft

    Office applications.

    Inserting Queries on page 72

    Build, edit, and refresh universe

    queries from within your Microsoft

    Office applications.

    Performing Common Tasks with Live

    Office on page 100

    Performing common tasks with Live

    Office objects such as saving docu-

    ments and removing objects.

    Performing Advanced Tasks on

    page 112

    Perform more complex Live Office

    tasks such as managing prompts and

    configuring Single Sign On authenti-

    cation.

    Troubleshooting Live Office on

    page 129

    Enable Live Office logging and trou-

    bleshoot common Live Office errors.

    Reference Sections on page 136

    Review reference material including

    backward compatibility information

    and a list of unsupported and depre-

    cated features.

    BusinessObjects Live Office XI 3.1 User Guide 9

    1About this document

    How to use this document

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    10 BusinessObjects Live Office XI 3.1 User Guide

    About this document

    1 How to use this document

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    Getting Started with LiveOffice

    2

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    Overview

    BusinessObjects Live Office (Live Office) gives you access to up-to-dateinformation you use everyday to do your job and make important business

    decisions. It gives you real-time data that is verifiable and easily refreshed.

    Live Office is built in to Microsoft Office applications you already use. The

    information you need is at your finger tips and available in a familiar, easy

    to use format. Live Office empowers business workers like you to easily

    access corporate data from within Microsoft Office Excel, Word, Outlook,

    and PowerPoint without depending on IT expertise to use complex business

    intelligence tools.

    Note:

    If you are not sure whether or not you have the appropriate rights, contact

    your BusinessObjects Enterprise administrator.

    You can format the imported data by using standard Microsoft Excel

    functionality and the features of Live Office.

    This document provides a high-level overview of Live Office concepts,

    features, and functionality, and user interface to quickly familiarize you with

    the product.

    Related Topics

    About Live Office content on page 12

    Live Office concepts on page 13

    Live Office object types on page 17

    Live Office toolbar on page 18

    Logging on to BusinessObjects Enterprise on page 21

    About Live Office content

    Before you start working with Crystal Reports or Web Intelligence content inLive Office, you need to understand how Live Office content works.

    Related Topics

    Live Office concepts on page 13

    Live Office object types on page 17

    Live Office architecture on page 17

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    Live Office concepts

    To understand how Live Office data can answer your business questionsquickly and easily, you need to be familiar with the following key concepts:

    Report objects, including instances and parts

    Parameters and prompts

    Universes

    Context

    Related Topics

    What are report objects, instances, and parts? on page 13

    What are parameters and prompts? on page 15 What is a universe? on page 16

    What is a context? on page 16

    What are report objects, instances, and parts?

    When you use Live Office to insert data in a document, you can choose from

    Crystal Reports or Web Intelligence content stored in the BusinessObjects

    Enterprise repository. Reports stored in the BusinessObjects repository are

    called report objects.

    Report objects

    A report is a document you create containing information presented in tables,

    charts, and graphs. A report object supplies the data to the report. In Live

    Office, you work with report objects because they are connected to the most

    up-to-date content stored in databases. So, when you create a report, you'll

    know it will contain the latest information when people view it.

    When a report object is created with the Crystal Reports or Web Intelligence

    designer, its information may come from various databases. The report object

    returns data from the underlying data source or sources, either on demand

    from the database or based on the refresh option chosen.

    BusinessObjects Live Office XI 3.1 User Guide 13

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    Report instances

    An instance is a version of that object created by BusinessObjects Enterprise

    when users modify the source document or schedule reports. Each instance

    contains data that is current at the time the source report is processed.

    Essentially, a report instance is a report object that contains data that is

    retrieved from one or more databases. Typically, report objects are designed

    such that users can schedule several instances with varying characteristics.

    For example, if users run a report object containing parameters, they can

    schedule one instance that contains report data from a particular department,

    and schedule another instance that contains information from another

    department, even though both instances originate from the same report

    object.

    Report parts

    Report parts are sections of a report that are displayed by themselves,

    wiithout the rest of the report page. More precisely, report parts are objects

    that use hyperlinks to point from a source report object to a destination Live

    Office object. Report parts include objects such as text or charts.

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    The following diagram shows the relationship between report objects, report

    instances, and report parts in Live Office.

    What are parameters and prompts?

    Parameters

    Parameter is a Crystal Reports term. A parameter is a question that you

    need to answer before generating your report. The information you enter, or

    the way you respond, determines the information that appears in the report.For example, in a report used by sales people, there might be a parameter

    that asks the user to choose a sales region. The report would return the

    results for the specific region, instead of returning the results for all of the

    regions. Parameters may be either mandatory or optional.

    BusinessObjects Live Office XI 3.1 User Guide 15

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    Prompts

    Prompt is a Web Intelligence term, similar to a parameter. A prompt is a

    dynamic filter that displays a question every time you refresh the data in a

    report. You respond to prompts by typing or selecting the prompt value(s)you want to view before you refresh the data. Prompts may be either

    mandatory or optional.

    What is a universe?

    A Live Office universe is an abstraction of a database and presents data in

    non-technical terms for business users. A universe is a collection of data

    objects representing the information available in a database. Business users

    of Web Intelligence and Crystal Reports can connect to a universe and run

    queries against the database. For example, a database may contain a

    universe for sales data, and another for customer service data. Users can

    perform data analysis and create reports using the objects in the universe,

    without seeing, or having to know anything about, the underlying data

    structures in the database. Universes are created by universe design

    specialists.

    What is a context?

    A universe context indicates what types of business questions are answeredby the same universe objects. For example, a universe for Sales data might

    have a context for store sales, another for partner sales, and so on.

    Because contexts may share objects that are in the same universe, specifying

    a universe context helps to ensure your query retrieves the right data. For

    example, data on expenses from an employee expense account may be

    stored in the same database as data on expenses from marketing a product.

    Choosing the right universe context will ensure you get the appropriate

    expense data. Therefore, when you select a universe, you may have more

    than one universe context to choose from.

    Note:

    Contexts are defined by the system administrator.

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    Live Office object types

    Support for different kinds of data objects has been enhanced in this versionof Live Office. The following table explains how support for fields and report

    parts, such as charts and text, works in Live Office.

    Report partsFieldsLive Office content

    type

    YesYesCrystal Reports

    YesNAWeb Intelligence

    NAYesQuery Panel

    Note:

    Embedded Crystal Reports sub-reports are not supported.

    Related Topics Live Office concepts on page 13

    Live Office architecture

    BusinessObjects Live Office XI 3.1 architecture, uses the reliability of

    BusinessObjects Enterprise XI 3.1, and Web Services to provide enhanced

    performance, scalability, and deployment.

    BusinessObjects Live Office XI 3.1 User Guide 17

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    What's New in Live Office XI 3?

    New Features in Live Office XI 3

    New features for this version of Live Office include:

    Full support for Microsoft Office Outlook

    Support for Microsoft Office 2007

    Copy and paste objects across Microsoft Office applications

    Feature enhancements for Live Office XI 3

    Feature enhancements in this version of Live Office include:

    Support for suite-wide parameter and prompt enhancements

    Ability to view and access publication objects

    Integration of universe level security

    Business Objects Query Panel enhancements

    Support for user-specified preferred viewing locale (PVL)

    Enhanced Excel parameter binding functionality

    User experience enhancements, including a consolidated Object

    Properties window, improved progress status notifications, and improved

    performance when refreshing or accessing data.

    Customers can make the power of business intelligence available to business

    users inside the common Microsoft Office applications environment, with a

    minimum of disruption and down time, for optimized efficiency and

    productivity.

    Live Office toolbar

    The BusinessObjects Live Office toolbar provides you with quick access to

    some of the most common commands you will need to create and modify

    objects or run queries to answer your business questions.

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    It provides you with quick access to the Live Office objects in your MicrosoftOffice Excel, PowerPoint, Outlook, or Word documents. You can:

    Insert a report object

    Refresh all report objects

    Save an object to the BusinessObjects Enterprise repository

    Navigate to the source report for your Live Office object

    Access the Help for Live Office

    The toolbar contains the following buttons:

    For more information

    about the objects that

    you can insert, see In-

    serting Crystal Reports

    contenton page 24.

    Insert Crystal Reports

    Content

    For more information

    about the options youcan use, see Inserting

    Web Intelligence con-

    tenton page 51

    Insert Web Intelligence

    Content

    For information about

    the options that you can

    use, see Inserting

    Queries on page 72

    Insert Universe Query

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    Opens the Repository

    Explorer and allows you

    to select published doc-

    uments, Crystal Reportsor Web Intelligence

    documents for insertion.

    See Insert Wizard:

    Choose Documenton

    page 27.

    Open from Business

    Objects Enterprise

    For information about

    the options that you can

    use, see Publishing a

    document to Busines-

    sObjects Enterprise on

    page 103.

    Save To Business Ob-

    jects Enterprise

    For information about

    the options that you can

    use, see Publishing a

    document to Busines-

    sObjects Enterprise on

    page 103.

    Save As New to Busi-

    nessObjects Enter-

    prise

    Refreshes the data of all

    objects in the document

    against their source re-

    ports. For more informa-

    tion, see Data Refresh

    Options on page 38.

    Refresh All Objects

    Allows you to easilynavigate to any Live Of-

    fice object in the docu-

    ment.

    Go to Object

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    Displays the Online

    Help for Live Office.Help

    Live Office ribbon menu

    The BusinessObjects Live Office ribbon menu shown below, helps you create

    and modify reports or run queries to answer your business questions when

    using any Microsoft Office 2007 application.

    To hide or show the Live Office toolbar

    Right-click the any toolbar and select BusinessObjects Live Office.

    You can also Show or Hide the toolbar by navigating to View > Toolbars.

    The toolbar appears or disappears.

    Logging on to BusinessObjects Enterprise

    If you have not already logged on, you are prompted to log on to

    BusinessObjects Enterprise when you add or modify a Live Office object.

    You must also log on before you can publish a document or open a published

    document.

    To log on to BusinessObjects Enterprise

    1. Click Start > Programs > Microsoft Office, and select Microsoft Excel,

    Word, or PowerPoint to launch the application.

    BusinessObjects Live Office XI 3.1 User Guide 21

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    2. Click LiveOffice, click Options, the "Options" dialog box appears.

    3. Select the Enterprise tab, enter your BusinessObjects Enterprise logon

    credentials in the following fields:

    User name Password

    4. Verify the information in the Web Service URL and System fields to

    ensure that the application is pointing to the correct Central Management

    System (CMS).

    For example, if the Web Intelligence document you want to insert is on

    a CMS called businessobjects01, and the web services server is

    running on a server called businessobjects02, then the following

    information would be accurate:

    businessobjects01System

    http://businessobjects02:8080/dswsbob

    je/services/session

    Web Service URL

    5. Select an authentication method from the drop-down list, click Log On

    and then click OK.

    Note:

    The information for the System field, the Web Services URL field, andthe "Authentication" drop-down list, will be provided by your system

    administrator.

    Related Topics

    Logging on to BusinessObjects Enterprise automaticallyon page 126

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    Working with CrystalReports Content in Live

    Office

    3

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    Overview

    With Live Office, you can leverage the power, convenience, and reliabilityof Crystal Reports functionality from within the Microsoft Office applications

    you use everyday to make better business decisions. With point and click

    ease, you can easily monitor regional sales trends or analyze quarterly sales

    figures from within Microsoft Office Excel, Word, Outlook, or PowerPoint,

    and share that analysis with your colleagues for improved decision making.

    With Live Office, you have the comfort of knowing that the data you are

    accessing to make business decisions is reliable, up-to-date, and easily

    refreshed on demand from the database. Data accuracy is no longer a

    concern.

    With the easy to use "Live Office Insert Wizard", you can insert Crystal

    Reports report parts or fields into your Microsoft Office documents.

    Inserting Crystal Reports content

    Crystal Reports content can be added from the Live Office menu or by using

    the Live Office toolbar. Both methods launch the easy to use "Live Office

    Insert Wizard" which easily guides you through how to choose a report, select

    Crystal Reports data objects, and insert them in your Microsoft Office Excel,

    PowerPoint, Outlook or Word applications as Live Office objects to sharewith your colleagues.

    Logging on to secured databases

    For security purposes, your system administrator may have password

    protected certain Crystal Reports documents and repositories. Therefore,

    you may be prompted for database logon credentials when accessing or

    refreshing certain documents.

    Performing a consolidated database logon operation

    1. Log on to BusinessObjects Enterprise and select LiveOffice > Insert

    Crystal Reports content, or click the Insert Crystal Reports content

    toolbar button, to launch the Live Office Insert Wizard.

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    2. Navigate to the Crystal Reports document you want to access.

    3. When prompted, enter your log on information and password.

    Related Topics

    Logging on to BusinessObjects Enterprise on page 21

    To launch the Live Office Insert Wizard

    1. Open a Microsoft Office document.

    2. Log on to BusinessObjects Enterprise. For more information, see Logging

    on to BusinessObjects Enterprise on page 21.

    3. Select where you want to insert the Live Office object.

    4. Select Live Office > Insert > Crystal Reports content.

    Note:

    In Microsoft Excel, the Wizard can also be launched from Insert > Crystal

    Reports content.

    The "Live Office Insert Wizard" appears. If you have not already logged

    on to BusinessObjects Enterprise, you are prompted to do so.

    The "Live Office Insert Wizard " will guide you through choosing your

    document, selecting report content (fields or report parts), selecting

    parameters if required, and inserting data into your Microsoft Office document.

    Overview of the Live Office Insert Wizard for Crystal Reports

    content

    To use Crystal Reports functionality in Live Office, you select a series of

    options using the "Live Office Insert Wizard". The "Live Office Insert Wizard"

    is composed of five pages which are explained below:

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    To do this taskUse this page in the wizard

    Browse available reports. Locate the report you want to use.

    If the report you selected requires

    database logon credentials, you

    are again prompted to log on.

    For more information, see Insert

    Wizard: Choose Documenton

    page 27.

    Choose Document

    Choose parameter values from a

    pre-selected list of values.

    Specify whether youareprompted

    each time data is refreshed.

    For more information, see Insert Wiz-

    ard: Specify Parameter Values on

    page 29

    Note:

    This page only appears if your reportcontains predefined parameters. You

    cannot use Live Office to introduce new

    parameters into a report.

    Specify Parameter Values

    Select the Crystal Reports parts or

    fields you want to use to create your

    Live Office object.

    For more information, see Insert

    Wizard: Choose Data on page 31.

    Choose Data

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    To do this taskUse this page in the wizard

    Select filters to apply to data that youinsert as fields in your Live Office

    documents. For more information,

    see Insert Wizard: Set Filters on

    page 34.

    Note:

    This page only displays if you have

    selected to insert data as fields.

    Set Filters

    Type the name of your Live Officeobject.

    Verify its path in the repository

    before inserting it into your docu-

    ment.

    See Insert Wizard: Summaryon

    page 36

    Summary

    Insert Wizard: Choose Document

    The first page of the "Live Office Insert Wizard" is the "Choose Document"

    page and it displays the BusinessObjects Enterprise repository explorer so

    that you can navigate easily to the report you want to use. The "Choose

    Document" page displays all Crystal Reports to which you have access,

    including reports contained within publications.

    Tip:

    You can also use the search functionality to search by title, keywords, contentor all fields to locate a specific report quickly. If you are importing content to

    an email in Outlook, the search dialog will default to a content search based

    on the subject line of your email.

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    Note:

    If the report you select requires database logon credentials, you will be

    prompted again for your database logon credentials. See Logging on to

    secured databases on page 24.

    To locate your document using the explorer

    1. In the left-hand pane of the "Choose Document" page, navigate to and

    double-click the folder that contains the report you want to use. Using the

    buttons above the left-hand pane, you can switch between Folder and

    Category views for easy navigating.

    The folder hierarchy expands. If the report is contained within a displayed

    publication, select the publication instance to reveal its contents.

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    To specify parameter values from a list of values

    1. In the Specify Parameter Values page, select the parameter values you

    want to include from the available drop down list.

    2. Click Next.

    Note:

    You must select a value for every mandatory parameter. if the parameter

    is optional you may leave the value as unspecified.

    You can bind this list of parameter values to particular cells in your Microsoft

    Office Excel spreadsheet for easy updating. For information about parameter

    binding and modifying parameter values, see Modifying parameter values

    on page 42.

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    First, however, you must choose the data you want to include as report parts

    and insert it as a Live Office object into your Microsoft Office document. See

    Insert Wizard: Choose Data on page 31.

    Insert Wizard: Choose Data

    The third page of the Live Office Insert Wizard is the Choose Data page

    which prompts you to select the Parts or Fields of the report you want to

    include and insert into your Microsoft Office document.

    Tip:

    Click Switch to Fields to display the available objects as fields rather than

    as report parts.

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    Related Topics

    To select Parts as your data seton page 59

    To select Fields as your data seton page 33

    To select Parts as your data set

    1. Choose your preferred options for viewing report data:

    Click the Toggle Interactive Parameters button to adjust the

    parameter values in the Interactive Parameters pane. Use the drop

    down list under each parameter in the pane to adjust the value. After

    you have completed your parameter value selections click Apply.

    Note:

    The Toggle Interactive Parameters button will not appear if yourreport does not contain predefined parameters or if you click Switch

    to Fields.

    Click the Toggle Group Tree button to switch document view.

    For example, in a quarterly sales report, data could be grouped and

    sorted by sales person and product in document tree view for quick

    access.

    Click the right or left facing arrows in the toolbar to navigate to a

    particular page in a report. Click the Search icon to search text strings in the report such as a

    sales person's name.

    Choose a page magnification or zoom factor for the report from the

    available drop-down list for optimal display.

    2. In the document viewer, select the report parts or objects you want to

    include. For example, for a quarterly sales report, you could include the

    name of the sales person, their product class, and their sales total by

    quarter.

    Tip:

    You can select multiple report parts to insert into your Microsoft Office

    application by using ALT + Click.

    3. Click Next.

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    Next Step: Insert Wizard

    If you have inserted your data as report parts, the next page will be the

    Summary page. On this page you'll be able to name your Live Office object

    and verify its location in the repository before inserting the object in yourdocument.

    To select Fields as your data set

    This topic shows you how to insert Fields as a dataset in a Microsoft Office

    document.

    Note:

    The Select Fields dialog box does not appear if you have chosen to select

    Parts of a Crystal Report.

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    1. In the Choose Data page of the Live Office Insert Wizard, select the

    Switch to Fields option.

    2. In the Available Fields list, click a field that you want to include in the

    Report object, and then click the right arrow (>).The selected fields appear in the Selected Fields list.

    3. Use the up and down arrows to change the order of the included fields,

    as required.

    4. Click Next.

    Next Step: Insert Wizard

    If you have inserted your data as fields, the next page will be the Set Filters

    page. See Insert Wizard: Set Filters on page 34.

    Insert Wizard: Set Filters

    The Set Filters page will only appear if you have inserted your data as fields.

    You can apply filters to all available fields in your Crystal Reports documents

    to restrict the data in your report, even if the fields do not appear in your

    document.

    Note:

    In Microsoft PowerPoint, the Live Office object can show only 50 rows and50 columns of data. If you insert a Report View that contains more data than

    this, the data will be truncated. You can reduce the number of fields shown

    in the report object or add filters to reduce the data to fewer than 50 rows

    and columns.

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    To filter the data

    1. In the Set Filters page of the Live Office Insert Wizard, click the field that

    you want to filter.

    2. Select a suitable operator from the Operators drop-down list on the right.

    There are many different types of operators that you can choose. You

    can further qualify your operator with values from the Value lists. The

    options that you are presented with depend on the selected operator.

    Note:

    If you want to filter out null values, you can use the is null and is

    not null operators in combination with other operators. The is

    not equal to operator also filters out null values.

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    If you add a filter to a calculated field, you must type in the value,

    rather than select from the lists. Live Office cannot retrieve the

    calculated values from the underlying database.

    3. Select a value from the drop-down list of values for the operator youchose, and click Add Filter.

    The filter and applicable value appear under the field to which they apply.

    The filter is stored as a comment or bookmark on the field that contains

    the filter.

    4. Click Next.

    Insert Wizard: Summary

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    Summary page

    The "Summary" page is the last screen in the "Live Office Insert Wizard"

    before the current object is inserted into your Microsoft Office application.

    Follow the instructions below to complete the process of creating your Live

    Office object.

    1. From the "Summary" page, name your Live Office object and verify its

    path in the BusinessObjects repository

    2. Click Finish to insert your Live Office object into your Microsoft Office

    document.

    A progress bar appears as your Live Office object is inserted in yourMicrosoft Office document.

    You can now modify object properties, modify parameter or prompt settings,

    configure data refresh options, or save your Office document with the

    embedded Live Office object.

    Related Topics

    Data Refresh Options on page 63

    Saving your data locally and to the repositoryon page 105

    Adding more Objects from the same datasource

    You can quickly and easily add additional objects from the same data source

    into your Microsoft Office document.

    Note:

    The information in this section does not apply to Live Office objects embedded

    in a recieved email.

    1. Select the source Live Office object.

    2. Right-click,point to Live Office, and click New Object from Same Report.

    The source report relaunches in the Live Office Insert Wizard.

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    3. Select the additional report parts you want to add and insert them using

    the Live Office Insert Wizard.

    Tip:

    You can select multiple report parts of the same type by using ALT + Click.For example, you could select all countries in a sales report and insert them

    as a row set in your Microsoft Office document.

    Data Refresh Options

    The data that is returned when you refresh an object depends on:

    The type of object that was used as the source object.

    The data refresh option you select.

    You can change the refresh behavior for the Live Office report objects fromLiveOffice > Refresh Option or from the Live Office Object Properties dialog

    box.

    To configure refresh options for your Live Officeobjects

    1. In your Microsoft Office document, right-click the Live Office object for

    which you want to change the refresh properties.

    2. From the Live Office menu, click Refresh Option.

    The "Refresh Options" dialog box appears.

    3. Select the refresh option to use and click OK

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    DefinitionRefresh Option

    Refresh the latest instance of theselected Live Office object for a

    specific user. Select the user whose

    instance you would like to use from

    the drop down list, the default value

    is the Current User based on the

    database credentials used to log in.

    Note:

    When refreshing from the latest in-

    stance of a report contained in a

    Publication, Live Office retrievesthe report content from the latest

    Publication instance for the current

    user. The publication instance has

    to be published to an Enterprise lo-

    cation in report format. Instances

    set to be distributed directly to user

    Inbox cannot be accessed by Live

    Office.

    Latest Instance: From the latest in-

    stance scheduled by

    Refresh the data from the

    database. This is the default value.On Demand: From the database

    Refresh the selected instance

    based on data saved with a pub-

    lished report. This option is only

    valid after you have published the

    report with saved data.

    Use Report Saved Data: From

    saved data report

    Refresh the data from the selected

    instance only.

    Specific Instance: From a specific

    instance of the report

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    Additional Info

    Note:On Demand is the default option, and it will be the only available option if

    the report object does not have report instances or versions, and there is no

    saved data with the report.

    Note:

    If you choose to remove data when you save the document for security

    reasons, anyone opening the document will see a message that data has

    been removed. They must refresh the objects to view the imported Live Office

    objects. To refresh the objects, users need to have Live Office installed and

    have access to the source object in BusinessObjects Enterprise. For more

    information about concealing data, see Managing document security andaccess on page 125.

    Modifying Crystal Reports content

    There are many features in BusinessObjects Live Office (Live Office) that

    allow you to easily modify your existing Crystal Reports objects.

    This section contains the following, click the appropriate link to jump to the

    topic:

    Related Topics

    Viewing and modifying general object properties on page 40

    Adding custom content to Live Office objects on page 42

    Modifying parameter values on page 42

    Modifying fields on page 45

    Modifying filters on page 46

    Viewing and modifying general object properties

    You can also display and modify the properties for your Crystal Reports

    object. The Live Office Object Properties window allows you to view and

    modify all objects in the current document.

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    To view the properties of a Live Office object

    1. From within your Microsoft Office application, right-click your Live Office

    object and click Properties.

    The Object Properties dialog box appears.

    Note:

    The properties shown and tabs available depend on the type of object

    selected.

    2. Select the Object/Report which contains the object or objects you want

    to modify.

    3. Selelect one or more objects to modify the properties of.

    4. Do any of the following:

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    Click the General tab to view information about the object or objects

    and modify properties such as report location and object name.

    Click the Prompts tab to view current parameter settings and access

    the Specify Parameter Values window for the selected object orobjects.

    Click the Refresh tab to view and modify refresh options for the

    selected object or objects.

    Adding custom content to Live Office objects

    Live Office objects inserted as tables are comprised of rows and columns.

    You can insert columns or rows, and add your own custom content to theobject. The custom content will be retained when the object's data is

    refreshed.

    1. Go to the Live Office object.

    2. Select the cell, row or column adjacent to where the new column or row

    will be inserted.

    3. Right-click, point to Live Office, and click Insert Row orInsert Column.

    One row will be inserted above, or one column will be inserted to the left of

    the selected cell. Repeat until the desired number of rows or columns in

    inserted. After inserting the first row or column, the Live Office menu willenable Remove Row orRemove Column.

    To remove a row or column that has been added, you'll need to select at

    least one cell within the row or column. Right-click, point to Live Office, and

    click Remove Row orRemove Column.

    Modifying parameter values

    If your Live Office object is based on a report object that contains parameters,you can change the parameter values when you insert the object, or you can

    change the values later. If you do not specify parameter values when you

    insert Live Office objects into your Microsoft Office document, Live Office

    uses the current values.

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    Note:

    If the report object contains mandatory parameters, you must specify a

    parameter value before inserting the object.

    You can modify the Live Office properties so that you are prompted for the

    parameter values when you refresh the data. You can also use commands

    on the LiveOffice menu and the context menu to modify the parameter values

    and settings.

    Modifying Parameter or Prompt values and settings

    The Specify Parameter Values dialog box for Crystal Reports objects, or the

    Specify Prompt Values dialog box for Web Intelligence objects and Queries,

    allows you to set the values that will be used to specify what data is usedfor the selected Live Office object. There are two options available for all

    Office applications, and an additional third option in Excel. When working in

    Excel, you have the option to bind the values to a cell. Binding is a useful

    way to allow values to be updated automatically from within Excel. You can

    type the parameter or prompt value into the cell or, if the option is selected,

    you can select the value from a drop-down menu in the cell. For example, if

    you have an Activities by Region report, with a Select Region parameter,

    the binding cell might have the values East and West in the drop-down

    list of values. Upon selecting a value, the object's data would be updated to

    reflect the new selection.

    1. In the Microsoft Office document, right-click the Live Office object

    containing the parameter or prompt you want, then click Live Office >Prompt Setting.

    The Specify Parameter (or Prompt) Values dialog box is displayed.

    2. Select the parameter or prompt to modify, and choose from the following

    options to specify the value:

    Select the Always ask for value option if you want the Live Office

    object to prompt you for the parameter or prompt value every time it

    is refreshed.

    Select the Choose values list option to bind the Live Office object to

    specific parameter or prompt values. Click on the browse button to

    launch the Specify Parameter Values dialog box. Select the parameter

    or prompt values from the drop down menus or add new values.

    3. If you are working with an object in Microsoft Excel, the following additional

    option will be available:

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    Select the Choose Excel data range option if you want to bind the

    parameter or prompt to a range in the Excel spreadsheet.

    Note:

    Parameters and prompts that accept multiple discrete values can bebound to a range, or name variable, containing multiple cells.

    Choose one of the below options for selecting the range:

    Open the drop-down list and select an existing name variable.

    Type the address of the range.

    Click the specify range button to the right of the drop-down

    list. The "Bind Parameter" or "Bind Prompt" dialog box is displayed.

    Select an available range within the spreadsheet and click OK.

    Note:

    From the Bind Parameter or Bind Prompt dialog box, you can select

    a range anywhere on the current worksheet, or any other worksheet

    within the workbook.

    Additional options available for parameters and prompts bound to

    ranges:

    Append parameter list to the drop down of the binding cell:

    Checking this box will create a drop down in each of the selected

    cells with a list of all possible values for the selected parameter.

    Caution:

    Using this option for a parameter or prompt with a large list ofvalues will increase the overall size of the workbook; and may

    decrease performance and response time when data is

    refreshed.

    Update parameter list upon refresh: Checking this box will

    refresh the list of values available for the selected parameter.

    Caution:

    Using this option for a parameter or prompt with a large list of

    values will increase the overall size of the workbook; and may

    decrease performance and response time when data isrefreshed.

    Additional options for range type parameters and prompts:

    Include this value: Check this box to have the selected value

    included in the data set.

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    No lower/upper value: Checking this box causes the data set to

    disregard the lower or upper value of the parameter range.

    4. Click OK to close the Specify Parameter (or Prompt) Values dialog box.The report data will then be refreshed automatically.

    Tip:

    This is the default Live Office refresh behavior, to modify this behavior

    click Live Office > Options, the "Options" dialog box appears. Under the

    General section, use the check boxes to specify the preferred refresh

    behavior.

    To automatically refresh the data when cell binding changes

    This topic is relevant if you are using Live Office objects in Microsoft Office

    Excel.

    1. On the Live Office menu, click Options.

    2. In the Options dialog box, click the General tab.

    3. Select Refresh Live Office object when binding cell changes.

    4. Click OK.

    Note:

    When you refresh any single LiveOffice object, the Specify Parameter Values

    dialog box opens and allows you to modify the parameter values.

    Modifying fields

    You can add or remove fields from a report object that is based on a Crystal

    Reports document or document instance.

    To add or remove fields

    1. Click any cell in the Live Office object that you want to modify.

    2. On the LiveOffice menu, click Modify and then click Add/Remove Fields

    to open the Choose Data page of the Live Office Insert Wizard.

    3. Do one of the following:

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    To add a field, select it in the Available fields list; then click the right

    arrow (>).

    To remove a field, select it in the Selected fields list; then click the

    left arrow (

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    Note:

    If you add a filter to a calculated field, you must type in the values

    rather than selecting from the lists. Live Office cannot retrieve the

    calculated values from the underlying database. If you format individual cells in a report object and then change the

    filters, the formatted cells may disappear.

    6. Click Add Filterto add the filter to the field.

    The filter appears under the field to which it applies.

    7. Click OK to apply the changes.

    To remove a filter

    1. Select a cell in your document that contains the filter you want to remove.

    2. On the LiveOffice menu, click Modify, click Filter Setting, and then clickAdd/Modify to open the Filter Settings page of the Live Office Insert

    Wizard.

    Tip:

    You can also right-click the Live Office object, point to Live Office, point

    to Filter Settings, and click Add/Modify.

    3. In the Filter Settings page, select the filter that you want to delete, Remove

    Filter, and click OK.

    Choosing specific field values as filter settings

    You can also focus on or filter on a particular set of field values. to narrow

    down the data in your report. For example, if your report data contains

    information on a range of bicycles, you might have three fields containing

    the following information: Size, Color, and Price. The bicycles might come

    in four colors: red, black, blue, and green. If you want your report to display

    the size and price for the black bicycles only, you could use the Focus On

    Value filter setting to return that information. Alternatively, you can use theExclude Value to exclude specific values.

    To focus on a value

    1. Click the cell containing the field value that you want to include as a filter.

    For example, black bicycles.

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    2. On the LiveOffice menu, click Modify,click Filter Setting, and then click

    Focus On Value.

    Your report now displays size and price information for black bicycles.

    To restore the default view, remove the filter.

    To exclude a value

    1. Click the cell containing the value that you want to exclude.

    2. On the LiveOffice menu, click Modify, click Filter Setting, and then clickExclude Value.

    Live Office removes the rows in that field containing the selected value.

    In this example, all red bicycles would disappear from the field. To restore

    the default view, remove the filter.

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    Working with WebIntelligence Content in Live

    Office

    4

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    Overview

    Web Intelligence provides access to business information over intranet andextranets for powerful ad hoc queries and sophisticated, easy-to-use

    interactive analysis.

    With BusinessObjects Live Office (Live Office), you can easily and

    conveniently manipulate Web Intelligence data from within the Microsoft

    Office application environment.

    You can compile, analyze, and manipulate live Web Intelligence data from

    within the Microsoft Office Excel, PowerPoint, Outlook, and Word documents

    that you use everyday for improved collaborative decision making.

    Upgrading content from the previous version

    Earlier versions of Live Office supported inserting Web Intelligence fields

    into Microsoft Office documents. This version is backward compatible with

    the earlier versions of Live Office and you can therefore upgrade Web

    Intelligence content.

    To upgrade a Web Intelligence object from the previous version

    1. Open the Microsoft Office document that contains the Web Intelligence

    object from the previous version.

    2. Logon to BusinessObject Enterprise and launch the Live Office Insert

    Wizard.

    You will be prompted to upgrade.

    3. Click OK to convert the Web Intelligence document to this version of Live

    Office.

    4. After the upgrade process is complete, right click the object and select

    Add/Remove Fields to modify the field list setting or select RefreshObject to refresh the fields.

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    Inserting Web Intelligence content

    Web Intelligence content can be added from the Live Office menu or by using

    the Live Office toolbar. Both methods launch the easy to use "Live Office

    Insert Wizard" which easily guides you through how to choose a report, select

    Web Intelligence data objects, and insert them in your Microsoft Office Excel,

    PowerPoint, Outlook or Word applications as Live Office objects to share

    with your colleagues.

    To launch the Live Office Insert Wizard

    1. Open a Microsoft Office document.

    2. Log on to BusinessObjects Enterprise. For more information, see Logging

    on to BusinessObjects Enterprise on page 21.

    3. Select where you want to insert the Live Office object.

    4. Select Live Office > Insert > Web Intelligence content.

    Note:

    In Microsoft Excel, the Wizard can also be launched from Insert > Web

    Intelligence content.

    The "Live Office Insert Wizard" appears. If you have not already logged

    on to BusinessObjects Enterprise, you are prompted to do so.

    The "Live Office Insert Wizard " will guide you through choosing your

    document, selecting report content, selecting prompt values if required, and

    inserting data into your Microsoft Office document.

    Overview of the Live Office Insert Wizard for Web Intelligence

    content

    To use Web Intelligence functionality in Live Office, you select a series of

    options using the "Live Office Insert Wizard". The "Live Office Insert Wizard"is composed of five pages which are explained below:

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    To do this taskUse this page in the wizard

    Browse available reports. Locate the report you want to use.

    See Insert Wizard: Choose Docu-

    menton page 53.

    Choose Document

    If more than one context exists for

    the Web Intelligence data you have

    selected, you must specify the con-

    text you want to use. For example,Web Intelligence report parts that

    apply to either a Marketing or a Sales

    context.

    See Insert Wizard: Specify Query

    Contexts on page 55.

    Specify Context

    Choose prompt values from a pre-

    selected list of values.

    Specify whether youarepromptedeach time data is refreshed.

    See Insert Wizard: Specify Prompt

    Values on page 57

    Specify Prompt Values

    Select the Web Intelligence report

    part(s) that you want to use to create

    your Live Office object.

    See Insert Wizard: Choose Data on

    page 58

    Choose Data

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    To do this taskUse this page in the wizard

    Type the name of your Live Officeobject.

    Verify its path in the repository

    before inserting it into your docu-

    ment.

    See Insert Wizard: Summaryon

    page 61

    Summary

    Insert Wizard: Choose Document

    The first page of the "Live Office Insert Wizard" is the "Choose Document"

    page and it displays the BusinessObjects Enterprise repository explorer so

    that you can navigate easily to the report you want to use. The "Choose

    Document" page displays all Web Intelligence reports to which you have

    access, including reports contained within publications.

    Tip:You can also use the search functionality to search by title, keywords, content

    or all fields to locate a specific report quickly. If you are importing content to

    an email in Outlook, the search dialog will default to a content search based

    on the subject line of your email.

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    To locate your document using the explorer

    1. In the left-hand pane of the "Choose Document" page, navigate to and

    double-click the folder that contains the report you want to use. Using the

    buttons above the left-hand pane, you can switch between Folder and

    Category views for easy navigating.

    The folder hierarchy expands. If the report is contained within a displayed

    publication, select the publication instance to reveal its contents.

    Note:

    For a report instance to be imported, the instance must be stored

    somewhere on the BusinessObjects Enterprise system. Instances sent

    directly to an Inbox are not stored in the repository, and cannot be

    imported into Live Office.

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    2. In the right-hand pane of the "Choose Document" page, select the report

    you want to use, and click Next.

    Tip:

    Click a column heading, for example, Name, Owner, or Type, to sort

    available reports.

    You can search for a specific report or object by title or keywords using

    the search dialog above the frameset.

    If you are importing to an Outlook email, a suggestion folder will also

    be available. For your convenience, this folder will contain the results

    of a content search based on the email's subject line.

    The "Recent" folder also contains any reports you have created or

    modified most recently for ease of access.

    Next Step: Insert Wizard

    Note:

    If the report you selected has more then one context, the next page of

    the "Live Office Insert Wizard" will be the "Specify Context" page. See

    Insert Wizard: Specify Query Contexts on page 55.

    If the report you selected does not have more than one context, but

    contains prompts, the next page of the "Live Office Insert Wizard" will be

    the "Specify Prompt Values" page. See Insert Wizard: Specify Prompt

    Values on page 57

    If the report you selected does not contain prompts or more than one

    context, the next page of the "Live Office Insert Wizard " will be the

    "Choose Data" page. See Insert Wizard: Choose Data on page 58.

    Insert Wizard: Specify Query Contexts

    A context is a defined group of data objects in a universe that share a

    common business purpose. If the data you have selected is included in morethan one context, you must specify the context you want to use.

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    To specify context

    1. From the Specify Query Contexts page of the Live Office Insert Wizard,

    select a context from the list.

    2. Click Next.

    If the Web Intelligence report you select contains prompts, the next page

    will be the Specify Prompt Values; if the report does not contain prompts

    the Choose Data page appears.

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    Insert Wizard: Specify Prompt Values

    The Specify Prompt Values page will display only if prompts have beenspecified for the report. Prompts are either mandatory or optional. If all the

    prompts listed on this page are optional, you do not have to specify a prompt

    value at this stage, click Next and specify the prompt values when refreshing

    the object.

    1. On the "Specify Prompt Values" page, do one of the following for each

    prompt value you want to specify:

    Type a value in the search field, to search for a prompt value from a

    pre-selected list of options. Click the to specify Ignore case orCase sensitive for the search string. Click > to add it to your selected

    values.

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    Note:

    If the list of available values is empty or needs to be updated, click

    the Refresh List icon .

    Double-click on a displayed value to add it to the list of selected values.

    Type a prompt value and click > to add the value to the list of values.

    2. Click Next.

    The Choose Data page appears.

    Insert Wizard: Choose Data

    The fourth page of the Live Office Insert Wizard is the Choose Data page

    which prompts you to select the parts of the report you want to include and

    insert into your Microsoft Office document.

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    To select Parts as your data set

    1. Choose your preferred options for viewing report data:

    Click the Toggle Interactive Parameters button to adjust the

    parameter values in the Interactive Parameters pane. Use the drop

    down list under each parameter in the pane to adjust the value. After

    you have completed your parameter value selections click Apply.

    Note:

    The Toggle Interactive Parameters button will not appear if your

    report does not contain predefined parameters or if you click Switch

    to Fields.

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    Click the Toggle Group Tree button to switch document view.

    For example, in a quarterly sales report, data could be grouped and

    sorted by sales person and product in document tree view for quick

    access.

    Click the right or left facing arrows in the toolbar to navigate to a

    particular page in a report.

    Click the Search icon to search text strings in the report such as a

    sales person's name.

    Choose a page magnification or zoom factor for the report from the

    available drop-down list for optimal display.

    2. In the document viewer, select the report parts or objects you want to

    include. For example, for a quarterly sales report, you could include thename of the sales person, their product class, and their sales total by

    quarter.

    Tip:

    You can select multiple report parts to insert into your Microsoft Office

    application by using ALT + Click.

    3. Click Next.

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    Insert Wizard: Summary

    Summary page

    The "Summary" page is the last screen in the "Live Office Insert Wizard"

    before the current object is inserted into your Microsoft Office application.

    Follow the instructions below to complete the process of creating your Live

    Office object.

    1. From the "Summary" page, name your Live Office object and verify its

    path in the BusinessObjects repository

    2. Click Finish to insert your Live Office object into your Microsoft Office

    document.

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    A progress bar appears as your Live Office object is inserted in your

    Microsoft Office document.

    You can now modify object properties, modify parameter or prompt settings,

    configure data refresh options, or save your Office document with theembedded Live Office object.

    Related Topics

    Data Refresh Options on page 63

    Saving your data locally and to the repositoryon page 105

    Adding more Web Intelligence report

    partsYou can quickly and easily add additional report parts to your Live Office

    Web Intelligence document.

    To add report parts from the same source

    1. Select the source Live Office object in your Microsoft Office document.

    2. Right-click,point to Live Office, and click New Object from Same Report.

    The "Insert from Same Source" window appears.

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    3. Select the report parts you want to add and click the Insert button. Live

    Office will insert the part(s) automatically.

    When you are finished inserting additional parts from that source, click Close

    to return to your Office document.

    Data Refresh Options

    The data that is returned when you refresh an object depends on:

    The type of object that was used as the source object.

    The data refresh option you select.

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    You can change the refresh behavior for the Live Office report objects from

    LiveOffice > Refresh Option or from the Live Office Object Properties dialog

    box.

    To configure refresh options for your Live Officeobjects

    1. In your Microsoft Office document, right-click the Live Office object for

    which you want to change the refresh properties.

    2. From the Live Office menu, click Refresh Option.

    The "Refresh Options" dialog box appears.

    3. Select the refresh option to use and click OK

    DefinitionRefresh Option

    Refresh the latest instance of the

    selected Live Office object for a

    specific user. Select the user whose

    instance you would like to use from

    the drop down list, the default value

    is the Current User based on the

    database credentials used to log in.

    Note:

    When refreshing from the latest in-

    stance of a report contained in a

    Publication, Live Office retrieves

    the report content from the latest

    Publication instance for the current

    user. The publication instance has

    to be published to an Enterprise lo-

    cation in report format. Instances

    set to be distributed directly to user

    Inbox cannot be accessed by Live

    Office.

    Latest Instance: From the latest in-

    stance scheduled by

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    DefinitionRefresh Option

    Refresh the data from thedatabase. This is the default value.

    On Demand: From the database

    Refresh the selected instance

    based on data saved with a pub-

    lished report. This option is only

    valid after you have published the

    report with saved data.

    Use Report Saved Data: From

    saved data report

    Refresh the data from the selectedinstance only.

    Specific Instance: From a specificinstance of the report

    Additional Info

    Note:

    Use Report Saved Data is the default option if the Web Intelligence reportdoes not have an instance and is not set as Refresh On Open by the

    report creator.

    On Demand is the default option if the Web Intelligence report has been

    set as Refresh On Open by the report creator; and it will be the only

    available option if the report does not have instances, or if there is no

    saved data with the report.

    Latest Instance is the default option if the Web Intelligence report has

    an instance that is available to the current user.

    Note:

    If you choose to remove data when you save the document for security

    reasons, anyone opening the document will see a message that data has

    been removed. They must refresh the objects to view the imported Live Office

    objects. To refresh the objects, users need to have Live Office installed and

    have access to the source object in BusinessObjects Enterprise. For more

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    information about concealing data, see Managing document security and

    access on page 125.

    Modifying Web Intelligence contentYou can also modify existing Web Intelligence data objects. This section

    explains how to view and modify existing Live Office objects.

    This section contains the following, click the appropriate link to jump to the

    topic:

    Related Topics

    Viewing and modifying general object properties on page 66

    Modifying prompt values on page 68

    Viewing and modifying general object properties

    You can also display and modify the properties for your Web Intelligence

    object. The Live Office Object Properties window allows you to view and

    modify all objects in the current document.

    To view the properties of a Live Office object

    1. From within your Microsoft Office application, right-click your Live Office

    object and click Properties.

    The Object Properties dialog box appears.

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    Note:

    The properties shown and tabs available depend on the type of object

    selected.

    2. Select the Object/Report which contains the object or objects you want

    to modify.

    3. Selelect one or more objects to modify the properties of.

    4. Do any of the following:

    Click the General tab to view information about the object or objects

    and modify properties such as report location and object name. Click the Prompts tab to view current parameter settings and access

    the Specify Parameter Values window for the selected object or

    objects.

    Click the Refresh tab to view and modify refresh options for the

    selected object or objects.

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    Modifying prompt values

    You can change the prompt values when you insert the Web Intelligencedata object or you can change the values later. If you do not specify prompt

    values when you insert the object, Live Office uses the current prompt values.

    Modifying Parameter or Prompt values and settings

    The Specify Parameter Values dialog box for Crystal Reports objects, or the

    Specify Prompt Values dialog box for Web Intelligence objects and Queries,

    allows you to set the values that will be used to specify what data is used

    for the selected Live Office object. There are two options available for all

    Office applications, and an additional third option in Excel. When working in

    Excel, you have the option to bind the values to a cell. Binding is a useful

    way to allow values to be updated automatically from within Excel. You can

    type the parameter or prompt value into the cell or, if the option is selected,

    you can select the value from a drop-down menu in the cell. For example, if

    you have an Activities by Region report, with a Select Region parameter,

    the binding cell might have the values East and West in the drop-down

    list of values. Upon selecting a value, the object's data would be updated to

    reflect the new selection.

    1. In the Microsoft Office document, right-click the Live Office object

    containing the parameter or prompt you want, then click Live Office >Prompt Setting.

    The Specify Parameter (or Prompt) Values dialog box is displayed.

    2. Select the parameter or prompt to modify, and choose from the following

    options to specify the value:

    Select the Always ask for value option if you want the Live Office

    object to prompt you for the parameter or prompt value every time it

    is refreshed.

    Select the Choose values list option to bind the Live Office object to

    specific parameter or prompt values. Click on the browse button tolaunch the Specify Parameter Values dialog box. Select the parameter

    or prompt values from the drop down menus or add new values.

    3. If you are working with an object in Microsoft Excel, the following additional

    option will be available:

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    Select the Choose Excel data range option if you want to bind the

    parameter or prompt to a range in the Excel spreadsheet.

    Note:

    Parameters and prompts that accept multiple discrete values can bebound to a range, or name variable, containing multiple cells.

    Choose one of the below options for selecting the range:

    Open the drop-down list and select an existing name variable.

    Type the address of the range.

    Click the specify range button to the right of the drop-down

    list. The "Bind Parameter" or "Bind Prompt" dialog box is displayed.

    Select an available range within the spreadsheet and click OK.

    Note:

    From the Bind Parameter or Bind Prompt dialog box, you can select

    a range anywhere on the current worksheet, or any other worksheet

    within the workbook.

    Additional options available for parameters and prompts bound to

    ranges:

    Append parameter list to the drop down of the binding cell:

    Checking this box will create a drop down in each of the selected

    cells with a list of all possible values for the selected parameter.

    Caution:

    Using this option for a parameter or prompt with a large list ofvalues will increase the overall size of the workbook; and may

    decrease performance and response time when data is

    refreshed.

    Update parameter list upon refresh: Checking this box will

    refresh the list of values available for the selected parameter.

    Caution:

    Using this option for a parameter or prompt with a large list of

    values will increase the overall size of the workbook; and may

    decrease performance and response time when data isrefreshed.

    Additional options for range type parameters and prompts:

    Include this value: Check this box to have the selected value

    included in the data set.

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    No lower/upper value: Checking this box causes the data set to

    disregard the lower or upper value of the parameter range.

    4. Click OK to close the Specify Parameter (or Prompt) Values dialog box.The report data will then be refreshed automatically.

    Tip:

    This is the default Live Office refresh behavior, to modify this behavior

    click Live Office > Options, the "Options" dialog box appears. Under the

    General section, use the check boxes to specify the preferred refresh

    behavior.

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    Working with Queries in LiveOffice

    5

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    Overview

    A query is used to answer a business question from data stored in one ormore datab