sap businessobjects web intelligence...7 contents foreword 19 acknowledgments 21 1 sap...
TRANSCRIPT
Jim Brogden, Heather Sinkwitz, and Mac Holden
SAP® BusinessObjects Web Intelligence
Bonn � Boston
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Contents at a Glance
1 SAP BusinessObjects Web Intelligence XI 3.1 ........................ 23
2 The SAP BusinessObjects Universe ......................................... 41
3 Creating a Web Intelligence XI 3.x Query .............................. 67
4 Creating a Web Intelligence XI 3.x Report ............................. 99
5 Filtering Data .......................................................................... 139
6 Displaying Data with Tables ................................................... 163
7 Formatting Web Intelligence Reports .................................... 185
8 Using Formulas and Variables ................................................. 215
9 Scope of Analysis and Drilling Down ...................................... 241
10 Displaying Data with Charts ................................................... 269
11 Working Within InfoView ....................................................... 297
12 Using Multiple Data Sources .................................................. 325
13 Extending Query Panel Functionality ..................................... 345
14 Advanced Universe Design Topics ........................................... 365
15 Linking in Web Intelligence Reports ....................................... 387
16 Sharing a Web Intelligence Report ......................................... 407
17 Web Intelligence Rich Client .................................................. 431
18 Connecting SAP BusinessObjects Live Office to Web Intelligence XI 3.x ........................................................... 449
19 Introducing the Web Intelligence SDK .................................. 463
20 Customizing Web Intelligence Using Web Intelligence Extensions Points ................................................................... 487
21 Web Intelligence SDK Sample Applications ........................... 513
22 Creating BI Widgets ................................................................ 529
A Third-Party Vendors ................................................................ 541
B Web Intelligence XI 3.1 Service Pack 2 ................................... 555
C The Authors ............................................................................. 561
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Contents
Foreword ................................................................................................... 19Acknowledgments ..................................................................................... 21
1 SAP BusinessObjects Web Intelligence XI 3.1 ......................... 23
1.1 Features of Web Intelligence ....................................................... 231.1.1 Core Functionality .......................................................... 251.1.2 Web Intelligence Offline ................................................ 271.1.3 Launching Web Intelligence Rich Client .......................... 271.1.4 Web Intelligence and the Microcube .............................. 28
1.2 Web Intelligence InfoView Preferences ....................................... 291.3 Setting Web Intelligence Preferences in InfoView ........................ 30
1.3.1 Setting the Default View Format .................................... 311.3.2 Locale When Viewing a Document ................................. 341.3.3 Select the Default Creation/Editing Tool ......................... 341.3.4 Drill Option Preferences ................................................. 351.3.5 Saving to Microsoft Excel Priority ................................... 36
1.4 Reporting Analysis Environments ................................................ 361.4.1 Zero-Client Online Analysis ............................................ 371.4.2 Thin-Client Development ............................................... 37
1.5 Viewing and Saving Reports ........................................................ 371.5.1 Report Viewing Modes ................................................... 381.5.2 Saving Web Intelligence Reports .................................... 38
1.6 Summary .................................................................................... 39
2 The SAP BusinessObjects Universe .......................................... 41
2.1 What Is a Universe? .................................................................... 412.1.1 Design with the Business User in Mind ........................... 422.1.2 Primary Elements in a Universe ...................................... 432.1.3 Creating a New Universe ................................................ 442.1.4 Setting Query Limits ....................................................... 462.1.5 Object Types .................................................................. 472.1.6 Creating Classes and Objects .......................................... 482.1.7 Object Properties Described ........................................... 48
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2.1.8 Object Definition Properties ........................................... 502.1.9 Table Joins in the Universe ............................................. 512.1.10 Join Types ...................................................................... 522.1.11 How to Join Tables ......................................................... 522.1.12 Editing Joins ................................................................... 532.1.13 Right-Click on a Join to Edit Join Properties ................... 552.1.14 Options .......................................................................... 552.1.15 Edit Join Properties ........................................................ 56
2.2 Publish a Universe to SAP BusinessObjects Enterprise ................. 572.2.1 Run an Integrity Check on Your Universe ........................ 572.2.2 Save and Export ............................................................. 582.2.3 Importing a Universe ...................................................... 59
2.3 Using a Universe to Create a Web Intelligence Report ................. 602.4 Getting to Know the Designer Toolbars ....................................... 612.5 OLAP Universes .......................................................................... 632.6 Summary .................................................................................... 64
3 Creating a Web Intelligence XI 3.x Query ................................ 67
3.1 Tour of the Query Panel .............................................................. 683.1.1 The Query Manager Pane ............................................... 693.1.2 Query Manager Properties ............................................. 713.1.3 Display Universe Objects by Hierarchies ......................... 72
3.2 Query Basics ............................................................................... 743.2.1 Evaluating Generated SQL .............................................. 743.2.2 Adding Additional Queries ............................................. 763.2.3 Merging Dimensions ...................................................... 773.2.4 Setting Up a Combined Query ........................................ 82
3.3 Result Objects ............................................................................ 843.4 Query Filters ............................................................................... 86
3.4.1 Predefined Filters ........................................................... 873.4.2 Custom Filters ................................................................ 873.4.3 Quick Filters ................................................................... 913.4.4 Creating a Subquery ....................................................... 923.4.5 Creating Nested Conditions ............................................ 93
3.5 Prompted Queries ....................................................................... 943.6 Summary .................................................................................... 96
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4 Creating a Web Intelligence XI 3.x Report .............................. 99
4.1 The Web Intelligence Report Panel ............................................ 1004.1.1 Working in the Report Panel .......................................... 1014.1.2 Viewing Web Intelligence Reports .................................. 109
4.2 Report Elements and Properties .................................................. 1094.3 Adding Data to Report Elements ................................................ 1144.4 Sections and Breaks .................................................................... 116
4.4.1 Sections ......................................................................... 1164.4.2 Breaks ............................................................................ 117
4.5 Sorting and Ranking .................................................................... 1194.5.1 Sorting ........................................................................... 1194.5.2 Ranking .......................................................................... 123
4.6 Alerters ....................................................................................... 1264.7 Headers, Footers, and Background Images .................................. 130
4.7.1 Background Images ........................................................ 1314.8 Adjusting Page Layouts ............................................................... 1324.9 Align and Relative Position ......................................................... 1334.10 Summary .................................................................................... 136
5 Filtering Data ............................................................................ 139
5.1 Query Filtering ............................................................................ 1395.1.1 Predefined Filters ........................................................... 1405.1.2 User-Defined Filters ....................................................... 1445.1.3 Prompted Filters ............................................................ 147
5.2 Report Filtering ........................................................................... 1495.2.1 Standard Report Filters ................................................... 1505.2.2 Standard Block Filters ..................................................... 1535.2.3 Simple Report Filters ...................................................... 157
5.3 Filtering Reports with Input Controls .......................................... 1595.4 Summary .................................................................................... 162
6 Displaying Data with Tables ..................................................... 163
6.1 Using Tables ................................................................................ 1656.1.1 Add Report Elements While Viewing Reports ................. 165
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6.1.2 Adding Objects to Data Tables When Editing or Creating a Report ........................................................... 168
6.1.3 Table Properties ............................................................. 1686.2 Table Types ................................................................................ 172
6.2.1 Horizontal Table ............................................................. 1736.2.2 Vertical Table ................................................................. 1736.2.3 Crosstab Table ................................................................ 1746.2.4 Form Table ..................................................................... 174
6.3 Grouping Data ........................................................................... 1756.3.1 Set as Section ................................................................. 1756.3.2 Grouping Data with Breaks ............................................. 178
6.4 Converting Table Formats and Types ........................................... 1796.5 Free-Standing Cells ..................................................................... 1806.6 Summary .................................................................................... 183
7 Formatting Web Intelligence Reports ...................................... 185
7.1 Report Formatting ...................................................................... 1867.1.1 Primary Uses of Web Intelligence Reporting
Documents .................................................................... 1867.1.2 Preparing Reports for the Three Primary Report
Functions ...................................................................... 1897.2 Formatting Sections and Breaks .................................................. 190
7.2.1 Formatting Sections ....................................................... 1907.2.2 Formatting Breaks .......................................................... 1937.2.3 Adding Charts to Sections .............................................. 195
7.3 Formatting Data Tables ............................................................... 1977.3.1 Formatting a Vertical Table ............................................. 1977.3.2 Column and Row Properties of a Table ........................... 1997.3.3 Formatting a Crosstab .................................................... 201
7.4 Formatting Numbers and Dates .................................................. 2047.4.1 Number Format .............................................................. 2067.4.2 Date/Time Format .......................................................... 206
7.5 Formatting Table Values While Viewing Reports ......................... 2117.6 Summary .................................................................................... 214
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8 Using Formulas and Variables .................................................. 215
8.1 Formulas and Variables ............................................................... 2168.1.1 Creating Formulas .......................................................... 2168.1.2 Exploring the Formula Editor .......................................... 2198.1.3 Creating Variables .......................................................... 2208.1.4 Using the Variable Editor ................................................ 222
8.2 Reporting Functions and Operators ............................................ 2228.2.1 Aggregate Functions ....................................................... 2238.2.2 Character Functions ........................................................ 2258.2.3 Date & Time Functions ................................................... 2268.2.4 Document Functions ...................................................... 2278.2.5 Data Provider Functions ................................................. 2288.2.6 Misc. Functions .............................................................. 2298.2.7 Logical Functions ........................................................... 2318.2.8 Numeric Functions ......................................................... 2318.2.9 Operators ....................................................................... 232
8.3 Formula Syntax ........................................................................... 2358.3.1 Primary Formula Syntax Rules ......................................... 2368.3.2 If – Then – Else Syntax .................................................... 2368.3.3 Saving a Variable ............................................................ 2378.3.4 Modifying a Variable ...................................................... 238
8.4 Summary .................................................................................... 239
9 Scope of Analysis and Drilling Down ....................................... 241
9.1 Setting the Scope of Analysis in the Query Panel ......................... 2429.1.1 Scope Level Options ....................................................... 246
9.2 Drill-Down Setup in the Report Panel ......................................... 2499.2.1 Enabling Drill ................................................................. 2499.2.2 Drill Toolbar ................................................................... 2509.2.3 Drilling on Dimensions ................................................... 2519.2.4 Drilling on Measures ...................................................... 2579.2.5 Drilling on Charts ........................................................... 257
9.3 Query Drill Option ...................................................................... 2639.4 Taking a Snapshot ....................................................................... 2659.5 User Settings for Drill Down ....................................................... 265
9.5.1 Prompt When Drill Requires Additional Data ................. 266
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9.5.2 Synchronize Drill ............................................................ 2669.5.3 Hide Drill Toolbar ........................................................... 2669.5.4 Start Drill Session ........................................................... 266
9.6 Summary .................................................................................... 267
10 Displaying Data with Charts .................................................... 269
10.1 Chart Types ................................................................................. 27010.1.1 Bar Charts ...................................................................... 27110.1.2 Line Charts ..................................................................... 27710.1.3 Area Charts .................................................................... 28010.1.4 Pie Charts ....................................................................... 28410.1.5 Radar Charts .................................................................. 285
10.2 Chart Properties .......................................................................... 28710.3 Convert a Chart with Turn To ...................................................... 291
10.3.1 Convert a Chart in Edit Mode ......................................... 29110.3.2 Convert a Chart While Viewing a Report ........................ 293
10.4 Adding Charts to a Report – Viewing a Report ............................ 29410.5 Summary .................................................................................... 295
11 Working Within InfoView ........................................................ 297
11.1 Accessing InfoView ..................................................................... 29711.2 Navigating in InfoView ............................................................... 299
11.2.1 Header Panel .................................................................. 29911.2.2 Workspace Panel ............................................................ 301
11.3 Setting InfoView Preferences ...................................................... 30511.3.1 General Preferences ........................................................ 30511.3.2 Changing Your Password ................................................ 308
11.4 Organizing in Folders Versus Categories ...................................... 30911.4.1 Folders ........................................................................... 30911.4.2 Categories ...................................................................... 31011.4.3 Organizing Objects ......................................................... 311
11.5 Viewing, Printing, and Saving Objects in InfoView ...................... 31211.5.1 Document Options ......................................................... 31311.5.2 Viewing Options ............................................................ 31311.5.3 Printing Options ............................................................. 31411.5.4 Additional Options ......................................................... 314
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11.6 Creating Shortcuts and Hyperlinks in InfoView ............................ 31511.6.1 Shortcuts ........................................................................ 31511.6.2 Hyperlinks ...................................................................... 316
11.7 Tracking Data Changes ................................................................ 31711.7.1 Setting Reference Data ................................................... 31811.7.2 Manual Versus Automatic Tracking ................................. 31811.7.3 Formatting Changed Data .............................................. 31911.7.4 Displaying Tracked Data ................................................. 32211.7.5 Advanced Tracking Techniques ....................................... 322
11.8 Searching within InfoView .......................................................... 32211.8.1 Simple Search ................................................................. 32311.8.2 Advanced Search ........................................................... 32311.8.3 Content Search ............................................................... 323
11.9 Summary .................................................................................... 324
12 Using Multiple Data Sources .................................................... 325
12.1 Accessing Multiple Data Sources ................................................. 32512.1.1 Accessing Multiple Data Sources from InfoView ............. 32612.1.2 Accessing Multiple Data Sources in Web Intelligence
Rich Client ..................................................................... 32812.2 Merging Dimensions ................................................................... 333
12.2.1 Manually Merging Dimensions ....................................... 33412.2.2 Edit Merged Dimension Names Before Merging ............. 336
12.3 Data Synchronization .................................................................. 33712.4 Working with Unsynchronized Data ........................................... 34012.5 Summary .................................................................................... 343
13 Extending Query Panel Functionality ....................................... 345
13.1 Complex Filtering Options .......................................................... 34513.1.1 Filtering with Wildcards ................................................. 34613.1.2 Nested Query Filters ...................................................... 34713.1.3 Database Ranking .......................................................... 350
13.2 Cascading and Optional Prompts ................................................ 35113.2.1 Defining a Cascading Lists of Values in Designer ............. 35213.2.2 Using a Cascading List of Values Object as a
Prompted Filter in a Report ............................................ 353
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13.2.3 Refreshing a Report with a Prompted LOV Object Filter ................................................................... 354
13.2.4 Optional Prompts ........................................................... 35513.3 Using Custom Freehand SQL ...................................................... 35613.4 Visually Tracking Data Changes in the Report Panel .................... 358
13.4.1 Showing and Hiding Data Changes ................................. 35913.4.2 Data Tracking Options .................................................... 35913.4.3 Purging Data .................................................................. 36013.4.4 Identify and Modify Partial Results ................................. 36113.4.5 User Settings .................................................................. 362
13.5 Summary .................................................................................... 363
14 Advanced Universe Design Topics ............................................ 365
14.1 @Functions ................................................................................ 36514.1.1 Creating an Object with an @Function .......................... 36614.1.2 @Aggregate_Aware Function ......................................... 36814.1.3 @Prompt Function ........................................................ 37014.1.4 @Select Function ........................................................... 37514.1.5 @Variable Function ....................................................... 37614.1.6 @Where Function ......................................................... 377
14.2 Linked Universes ......................................................................... 37714.2.1 Universe Linking Requirements ...................................... 37814.2.2 Universe Linking Restrictions and Limitations ................. 37814.2.3 Link Universes ................................................................ 378
14.3 Derived Tables ............................................................................ 38114.3.1 Create a Derived Table ................................................... 38114.3.2 Create a Nested Derived Table ....................................... 382
14.4 Lists of Values ............................................................................ 38414.4.1 Viewing or Editing a List of Values .................................. 38414.4.2 Tips for Editing a List of Values ....................................... 38414.4.3 Additional List of Values Settings .................................... 385
14.5 Summary ................................................................................... 385
15 Linking in Web Intelligence Reports ........................................ 387
15.1 Adding Hyperlinks While Viewing Reports .................................. 38715.1.1 Add Hyperlinks to Published Documents ........................ 388
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15.1.2 Editing Existing Links While Viewing a Report ................ 39115.1.3 Insert a Hyperlink to a Web Page .................................. 39215.1.4 Adding Hyperlinks to Prompted Reports ........................ 393
15.2 Adding Hyperlinks While Creating or Editing Reports .................. 39615.2.1 Manually Created OpenDocument URL Details .............. 39815.2.2 Using OpenDocument Syntax While Viewing a Report ... 39915.2.3 Add a Hyperlink to an External Site ................................ 40015.2.4 Create a Hyperlink to an Xcelsius Presentation ............... 401
15.3 OpenDocument Syntax ............................................................... 40215.3.1 Platform Parameters ....................................................... 40215.3.2 Input Parameters ............................................................ 40315.3.3 Output Parameters ......................................................... 404
15.4 Summary .................................................................................... 404
16 Sharing a Web Intelligence Report .......................................... 407
16.1 Copying and Pasting to Another Application ............................... 40716.2 Using the Send Feature in InfoView ............................................ 409
16.2.1 Business Objects Inbox ................................................... 40916.2.2 Email .............................................................................. 41116.2.3 FTP Location .................................................................. 41216.2.4 File Location .................................................................. 413
16.3 Exporting a Web Intelligence Report ........................................... 41316.3.1 Export Options in InfoView ............................................ 41416.3.2 Export Options in Web Intelligence ................................ 415
16.4 Scheduling a Web Intelligence Report ......................................... 41616.4.1 Scheduling in InfoView ................................................... 41616.4.2 Viewing Latest Instance .................................................. 42216.4.3 Viewing History .............................................................. 422
16.5 Creating Publications .................................................................. 42316.5.1 General Properties .......................................................... 42416.5.2 Source Documents ......................................................... 42416.5.3 Recipients ...................................................................... 42516.5.4 Personalization ............................................................... 42716.5.5 Formats .......................................................................... 42716.5.6 Destinations ................................................................... 42816.5.7 Additional Options ......................................................... 42816.5.8 Subscriptions .................................................................. 429
16.6 Summary .................................................................................... 430
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17 Web Intelligence Rich Client .................................................... 431
17.1 How Rich Client Is Different ........................................................ 43117.1.1 Working in Offline Mode ............................................... 43317.1.2 Working in Connected Mode ......................................... 43417.1.3 Working in Standalone Mode ......................................... 435
17.2 Data Provider Options ................................................................ 43517.2.1 Import a universe from the CMS ..................................... 43617.2.2 Query Panel in Rich Client .............................................. 437
17.3 Working with Web Intelligence Reports ...................................... 43717.3.1 Importing Reports from CMS .......................................... 44017.3.2 Saving Reports Locally .................................................... 44117.3.3 Exporting Reports to CMS .............................................. 44517.3.4 Printing from Rich Client ................................................ 44517.3.5 Sending Reports as Email Attachments ........................... 446
17.4 Setting Preferences in Rich Client ................................................ 44617.5 Summary .................................................................................... 447
18 Connecting SAP BusinessObjects Live Office to Web Intelligence XI 3.x ............................................................ 449
18.1 About Live Office ........................................................................ 44918.1.1 Integration with Web Intelligence Reports ..................... 45018.1.2 Live Office Toolbar ......................................................... 450
18.2 Creating Live Office Documents with Web Intelligence Content ................................................................... 45218.2.1 Accessing the Live Office Wizard .................................... 45218.2.2 Selecting the Web Intelligence document ....................... 45218.2.3 Setting Context .............................................................. 45318.2.4 Configuring Prompt Values ............................................. 45318.2.5 Selecting Report Content ............................................... 45418.2.6 Creating the Summary .................................................... 45518.2.7 Adding More Content .................................................... 455
18.3 Setting Preferences ..................................................................... 45618.3.1 Application Options ....................................................... 45618.3.2 Data Refresh Options ..................................................... 45918.3.3 Object Properties ........................................................... 460
18.4 Summary .................................................................................... 462
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19 Introducing the Web Intelligence SDK ................................... 463
19.1 What Can I Achieve with the SDK? ............................................. 46419.1.1 System Administration ................................................... 46419.1.2 Automation of Reporting ............................................... 46419.1.3 Interfacing with Other Internal or External Systems ........ 46419.1.4 Creation of Custom Solutions ......................................... 46419.1.5 Distribution of Applications ............................................ 46519.1.6 Embed Reporting into Applications ................................ 465
19.2 Getting Started with the SDK ...................................................... 46519.2.1 The SAP BusinessObjects Enterprise SDK
(.NET and Java) .............................................................. 46619.2.2 The Report Engine SDK (.NET and Java) ......................... 46719.2.3 The Java Server Faces SDK .............................................. 46919.2.4 The Web Services Consumer SDK (.NET and Java) .......... 47119.2.5 Other SDKs .................................................................... 472
19.3 The Java Program Object ............................................................ 47319.4 Selecting the Right SDKs ............................................................. 47419.5 Setting Up the Development Environment .................................. 476
19.5.1 Java SDK Setup .............................................................. 47619.5.2 Setup for .NET ................................................................ 479
19.6 Building Applications ................................................................. 48019.6.1 Authentication Objects .................................................. 48019.6.2 The InfoStore Class ......................................................... 48119.6.3 The SAP BusinessObjects Query Language ...................... 48219.6.4 The InfoObjects and InfoObject Classes .......................... 48419.6.5 Plug-ins .......................................................................... 484
19.7 Summary .................................................................................... 485
20 Customizing Web Intelligence Using Web Intelligence Extensions Points .................................................................... 487
20.1 What Are Web Intelligence Extensions Points? ............................ 48820.2 What Can I Achieve with Extension Points? ................................ 49020.3 Building Applications with Extension Points ................................ 491
20.3.1 Web Intelligence Customization Extension Points ........... 49220.3.2 Interactive Viewing Customization Using Extension
and Integration Points .................................................... 502
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20.3.3 Calculation Extension Points API .................................... 50720.3.4 Custom Data Provider Plug-in ........................................ 509
20.4 Summary .................................................................................... 511
21 Web Intelligence SDK Sample Applications ............................ 513
21.1 Connecting to the Central Management Server ........................... 51421.1.1 Connecting in Java ......................................................... 51521.1.2 Connecting in .NET ........................................................ 516
21.2 Displaying a Document List ........................................................ 51721.2.1 The OpenDocument Call ................................................ 51821.2.2 Displaying a Document List Using Java ........................... 51921.2.3 Displaying a Document List Using .NET .......................... 522
21.3 Amending the Viewer with Extension Points ............................... 52521.4 Summary .................................................................................... 527
22 Creating BI Widgets ................................................................. 529
22.1 About BI Widgets ....................................................................... 53022.2 Installation of BI Widgets Software ............................................. 53022.3 Creating BI Widgets Using Web Intelligence ............................... 532
22.3.1 Content Search ............................................................... 53222.3.2 Document List Explorer .................................................. 53322.3.3 Other File Types ............................................................. 53522.3.4 Outlook Objects ............................................................. 535
22.4 Setting BI Widget Properties ....................................................... 53522.4.1 Widget Options ............................................................ 53522.4.2 Program Options ............................................................ 537
22.5 Summary .................................................................................... 538
Appendices ..................................................................................... 539
A Third-Party Vendors ............................................................................. 541B Web Intelligence XI 3.1 Service Pack 2 ................................................. 555C The Authors ......................................................................................... 561
Index ......................................................................................................... 563
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SAP® BusinessObjects™ Web Intelligence® XI 3.1 is the industry’s most powerful ad hoc query, reporting, and analysis solution on the market today. Create, analyze, publish, and share enterprise-wide reports in min-utes with Web Intelligence XI 3.1.
SAP BusinessObjects Web 1 Intelligence XI 3.1
SAP BusinessObjects Web Intelligence is a best-in-class ad hoc query, reporting, and analysis tool designed with the business user in mind. With Web Intelligence XI 3.1, users have self-service access to company data through an easy-to-use web-based portal interface known as InfoView.
Web Intelligence provides business users with the tools to make better decisions and offer deeper insight into company data. The major benefits include the ability to drill, pivot, chart, track changes, publish, schedule, and share business informa-tion online and within a single online portal.
There are many aspects to developing Web Intelligence documents, and this book will explain every detail in creating highly functional and analytical reports. The features available in Web Intelligence allow you to analyze company data in a way that you have never done before. By learning to use the rich set of functions avail-able out of the box (OOB), you’ll be able to make more informed and accurate business decisions.
This chapter introduces you to the key features and core functionality of the Web Intelligence reporting tool. We’ll also discuss the steps for setting up the report viewing properties and introduce the reporting analysis environments.
Features1.1 of Web Intelligence
Web Intelligence has been known for many years by report developers as “WebI” (pronounced “webby”). It’s best known as a highly intuitive, web-based query
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SAP BusinessObjects Web Intelligence XI 3.11
and analysis tool that provides business users with the capability of creating and modifying queries without having to write a single line of SQL.
By reducing the level of complexity in report building, business users have unprec-edented opportunities to analyze and leverage company information. The Info-View portal makes sharing reports across the enterprise a breeze.
The architecture of the SAP BusinessObjects Enterprise solution allows Web Intel-ligence reports to operate purely within the web browser. This architecture sig-nificantly reduces deployment costs and complexity, making it easier for small to midsize companies to use the SAP BusinessObjects reporting suite.
Enterprise reporting is no longer just for executives. Business users leverage the strengths of Web Intelligence to interact with and analyze data on a daily basis. Web Intelligence plays a very important role in extending analysis across the enterprise to a large audience of casual users and power users, in addition to executives.
Key Advantages of SAP BusinessObjects Web Intelligence XI 3.1
Generate SQL without knowledge of underlying data structuresEE
Develop and analyze reports in a zero-client online portal structureEE
Self-service access to company data for business usersEE
Merge dimensions of multiple data providers for more robust reportsEE
Drill-down functionality in reportsEE
Extensive set of out-of-the-box (OOB) report section functionsEE
Ease-of-use in creating analytical documents with a variety of chart typesEE
Capability of adding functionality with Web Intelligence Extension PointsEE
Integration with Microsoft Office via SAP BusinessObjects Live OfficeEE
Integration with SAP NetWeaver BW and SAP NetWeaverEE
Customization through the SDK and with creating BI widgetsEE
Multidimensional reporting through OLAP universesEE
In the following sections, we’ll discuss the six primary functions of Web Intelli-gence: query, report, analyze, share, customize, and integrate.
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Features of Web Intelligence 1.1
Core Functionality1.1.1
The primary function of Web Intelligence XI 3.1 is to provide the capability of querying a set of data without any knowledge of the SQL language and interac-tively analyzing data to further restrict, expand, and modify the way information is displayed and delivered. After data is retrieved, formatting is easily applied to present results in a variety of customized formats.
The data retrieved with Web Intelligence is displayed in the report section by using report element templates. The available templates include data tables, charts, and free-hand cells to meet a wide variety of reporting requirements. After your query has been refreshed and results are returned, the data is easily visualized by insert-ing report templates and result objects into your reports.
Reports can be quickly organized by inserting breaks to group the data and by applying block- or report-level filters. These actions can be completed with just a couple clicks of the mouse. An extensive set of shortcut icons are available to assist with frequently used customizations. These icons are located at the top of the screen within Web Intelligence and grouped into three toolbars.
When you’re ready to share your work, you can easily publish your documents to the InfoView portal. Users across the enterprise will then have the opportunity to view and interact with your reports by logging into InfoView through a web browser without any installation requirements. Extended interaction is available to users by right-clicking on a report or report element for on-the-fly interaction and customization.
Primary Web Intelligence Functions
Following are descriptions of the primary Web Intelligence functions:
QueryEE : Building queries in Web Intelligence XI 3.1 has been significantly improved compared to previous versions. In Web Intelligence XI 3.1, you now have the capability of connecting to multiple universes within the same docu-ment and synchronizing your data through merged dimensions. In addition, you can quickly and graphically generate complex SQL statements within the Web Intelligence query panel that contain subqueries and unions (referred to as combined queries).
ReportEE : Over the course of this book, you’ll learn to create everything from simple reports to complex analysis documents with multiple report tabs. Unlock
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SAP BusinessObjects Web Intelligence XI 3.11
the full potential of Web Intelligence XI 3.1 by using the built-in editing and formatting features available for presenting data quickly and accurately. Report-ing with Web Intelligence is also very flexible and intuitive. Never again let your reporting solution cause the bottleneck in your business intelligence solution.
AnalyzeEE : Use drill filters, report filters, block filters, and built-in report func-tions to provide detailed, laser-targeted analysis. Discover the extensive list of report functions and contexts available for creating precise variables and formulas.
Provide deep analysis and deliver valuable analytical reports to the user com-munity with the functionality of Web Intelligence XI 3.1 and become a more insightful analyst and subject matter expert (SME) with your clients’ data. Per-form on-the-fly modifications to reports with an extensive set of options avail-able when you right-click on a report.
ShareEE : Publish your Web Intelligence report documents to the InfoView portal for collaborative analysis. The documents can then be scheduled to execute the generated SQL statements and distribute the data to enterprise user inboxes or emailed externally.
InfoView delivers Web Intelligence reports within the default folder structure or within a folder-like structure known as categories. Reports can also be deliv-ered in SAP BusinessObjects Dashboard Builder XI 3.1.
CustomizeEE : Ever wonder how to make modifications to the “look and feel” of Web Intelligence? Take your SAP BusinessObjects installation to the next level by editing the provided SDK to produce customized business intelligence reporting solutions.
Use Web Intelligence extension points to extend the functionality of Web Intel-ligence. Produce additional customizations by developing BI widgets with Web Intelligence data.
IntegrateEE : Discover the capabilities of integrating Web Intelligence with Micro-soft Office by using SAP BusinessObjects LiveOffice for flexible and portable reporting documents. The rich set of SAP BusinessObjects reporting tools now lends itself to integration.
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27
Features of Web Intelligence 1.1
Web Intelligence Offline1.1.2
Operating remotely in offl ine mode is no longer an aberration of report devel-opers. As of mid-2008, Web Intelligence report development is now possible in offl ine mode with the SAP BusinessObjects XI 3.1 client tool called Web Intelli-gence Rich Client .
This portable version of Web Intelligence provides report developers with the capability to disconnect from the Central Management Server (CMS) and work outside of InfoView. Web Intelligence Rich Client also provides the capability of using a local data source. You can import a TXT, CSV, or XLS as a local data source to create Web Intelligence documents.
Figure 1.1 shows the screen that appears when you launch Web Intelligence Rich Client . Click the Create a New Document icon to create a new Rich Client report. The two choices available are to create a new document that uses either a Universe or Local Data Source as the access type.
Create a New Document in Web Intelligence Rich ClientFigure 1.1
Launching Web Intelligence Rich Client1.1.3
Figure 1.2 shows the full list of SAP BusinessObjects XI 3.1 client tools currently available. The highlighted tool, Web Intelligence Rich Client, can be launched to connect to the SAP BusinessObjects Enterprise system or used in offl ine mode.
Web Intelligence Rich Client can be launched as your editing tool of choice by selecting Desktop as the default creation tool in the Preferences section.
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28
SAP BusinessObjects Web Intelligence XI 3.11
If Web Intelligence Rich Client doesn’t already exist on your PC, you can install it by going to the Default Creation/Editing Tool section located in the Web Intelli-gence settings on the Preferences page. This information will be discussed in detail over the next several pages.
Full List of SAP BusinessObjects XI 3.1 Client ToolsFigure 1.2
Web Intelligence and the Microcube1.1.4
After a query has been refreshed in Web Intelligence, the data is stored in memory in an unseen microcube. The microcube is a data storage structure existing within each report to store the query results behind the scenes. This structure provides the capability of displaying the data within any reporting block type, chart type, or combination of interactions while also providing the ability to drill down.
By storing the result data of each document for the last query that was success-fully executed, the microcube allows you to analyze data using different dimen-sions in separate report tabs and report blocks while only revealing the data that you request.
Until the data becomes visible on a report, it remains stored behind the scenes in the microcube.
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29
Web Intelligence InfoView Preferences 1.2
Web Intelligence InfoView Preferences1.2
InfoView is the centralized web portal designed to provide access to all of your business intelligence content, securely and within a single platform. InfoView allows you to create, modify, save, share, and analyze valuable company data from a single location.
By deploying SAP BusinessObjects XI 3.1, you’ll enable business users to make bet-ter and more informed decisions. The built-in structures of Web Intelligence work seamlessly within InfoView, providing the capability to analyze data with ease.
Web Intelligence now allows you to create and modify reports conveniently through an Internet browser or by working locally with Web Intelligence Rich Client.
Working in offl ine mode allows report developers to disconnect from the CMS and work locally with saved Web Intelligence documents. This new functionality fulfi lls the frequently requested task of saving and editing Web Intelligence docu-ments outside of InfoView.
Figure 1.3 shows a custom-formatted Web Intelligence report with drill fi ltersbeing viewed within InfoView and opened in a new window.
Web Intelligence Report Viewed in InfoViewFigure 1.3
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30
SAP BusinessObjects Web Intelligence XI 3.11
Setting Web Intelligence Preferences1.3 in InfoView
A number of configurable settings are available to enhance the user experience when viewing and interacting with Web Intelligence reports in InfoView. To begin adjusting settings for viewing and interacting with SAP BusinessObjects reporting objects, click the Preferences button located in the upper-right corner of InfoView (see Figure 1.4).
Click Preferences to modifya variety of report viewingand interacting settings.
Locating the Preferences Button in InfoViewFigure 1.4
Depending on your security rights, the Preferences page allows you to modify sev-eral General Settings and to modify the default settings for viewing and interacting with reporting documents created with the following products:
Set Reporting Tool PreferencesEE
Web IntelligenceEE
Desktop IntelligenceEE
Crystal ReportsEE
Dashboard and AnalyticsEE
Voyager ClientEE
Web Intelligence PreferencesEE
Default View FormatEE
Creation/Editing ToolEE
Select Default Universe (optional)EE
Drill Options EE
Start Drill SessionEE
Priority for Saving Report Data to Microsoft ExcelEE
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31
Setting Web Intelligence Preferences in InfoView 1.3
Setting the Default View Format1.3.1
When setting the default view format, you have three options: Web, Interactive, and PDF (see Figure 1.5). We discuss each of these options in the sections that follow.
Web Intelligence Default View FormatsFigure 1.5
Web View Format
The Web view format allows you to perform all of the basic functions of viewing and analyzing a report such as saving a document to the repository; saving fi les locally in either PDF, XLS, or CSV format; or viewing a report in one of the four view modes.
In the Web view format, only the report fi lter toolbar is available when viewing a Web Intelligence report in InfoView. This toolbar provides the same functionality as drill mode.
Drill Mode with the Web View Format
When viewing a report in InfoView, click the magnifying glass shortcut icon in the upper-right corner of a Web Intelligence report to start drill mode (see Figure 1.6).
Start Drill ModeFigure 1.6 in a Web Intelligence Document
The report fi lter toolbar allows users to perform drilling analysis on a report by either selecting a value from an existing prompt or adding a report fi lter object.
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32
SAP BusinessObjects Web Intelligence XI 3.11
Tip
Report fi lters provide the capability of fi ltering report data similar to the way data is re-stricted in the Where clause of a SQL statement. However, because the data has already been returned from the query and stored in the microcube , drill fi lters can limit your report data on the fl y by only displaying fi ltered data.
Interactive View Format
The Interactive view format provides the greatest level of interaction for report consumers. When selecting Interactive as the default view format, Web Intelli-gence users have access to the four toolbars shown in Figure 1.7.
This viewing format is most commonly reserved for power users or advanced report consumers that benefi t from the additional report functionality.
Report Toolbars Available in Interactive Viewing ModeFigure 1.7
In addition to the Formatting, Report, Formula, and Report Filter toolbars becom-ing available when viewing Web Intelligence documents with the Interactive View Format, every object on a report has an extensive list of additional features when right-clicking on a report element.
Figure 1.8 shows the menu options available after right-clicking on a measure column in a vertical table while viewing a report in the Interactive view format in InfoView, and the following list gives the suboptions for each menu option.
Insert:EE New Row or Column Above/Below the Selected Column
Format:EE Cell, All Table Cells, Table, Section, Report
Filter:EE Add Filter or Remove Filter
Turn Table ToEE : Turn the selected data table to any of the following available Chart and Table Types:
Four Data TablesEE
Nine Bar ChartsEE
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33
Setting Web Intelligence Preferences in InfoView 1.3
Eight Line ChartsEE
Eight Area ChartsEE
Four Pie ChartsEE
Four Radar ChartsEE
Features Available When Right-Clicking on a Vertical TableFigure 1.8
BreakEE : Insert/Remove, Properties
SortEE : None, Ascending, Descending, (Custom Sort and Remove Sort available for dimensional objects), Properties
Calculation: EE Sum, Count, Average, Min, Max, Percentage, Default
HyperlinkEE : New, Edit, Remove, Read Contents as Hyperlink
Order: EE Bring to Front, Send to Back, Bring Forward, Send Backward
AlignEE : Align Left, Center, Right, Top, Middle, Bottom, Relative Position
Remove: EE Row, Column, Table
Note
The Add Input Control feature is only available in SAP BusinessObjects Web Intelligence XI 3.1 SP 2. This powerful analysis feature provides a variety of components to fi lter result data. This selection is very easy to use and extremely helpful.
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34
SAP BusinessObjects Web Intelligence XI 3.11
PDF View Format
The PDF view format has very little interactive functionality. The primary feature of this viewing format is to open the Web Intelligence report in a PDF. After the document opens, you can print or save the PDF report.
You can view the report in Web view by clicking the View in HTML Format but-ton located in the upper-left toolbar of the report. Figure 1.9 shows this button in PDF view.
PDF reports can be easily shared with users across the enterprise, emailed, posted to an FTP site, or published to the SAP BusinessObjects XI 3.1 InfoView portal.
Switch to Web View
Web Intelligence Report Viewed in PDF ViewFigure 1.9
Locale1.3.2 When Viewing a Document
When viewing a Web Intelligence document, the data can be formatted by either the document locale or preferred viewing locale. To set the preferred viewing locale to be different from the default browser locale, follow these steps:
Click the Use My Preferred Viewing Locale1. to Format the Data option under the Web Intelligence preferences.
Open the General Preferences section.2.
Scroll down to Preferred Viewing Locale, and change the default from Use 3. Browser Locale to the locale of your choice.
Select the Default Creation/Editing1.3.3 Tool
Four editing tools are available to be used with Web Intelligence documents. Fol-lowing is a list of those tools with an explanation of each:
Advanced: EE The Advanced editing tool launches a Java applet to provide you with a Java report panel for developing and editing reports. This setting requires Java 2 and provides the most comprehensive set of functions.
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35
Setting Web Intelligence Preferences in InfoView 1.3
Interactive: EE The Interactive editing tool is a standalone HTML-based editor that doesn’t require Java 2 or other external technologies.
DesktopEE : The Desktop setting requires the Web Intelligence Rich Client. This is where you can download the Rich Client tool if it isn’t already installed. When the Desktop tool is selected as your editing tool of choice, Web Intelligence Rich Client is launched any time you edit or create a Web Intelligence docu-ment. The basic viewing of a report within InfoView is unaffected by this set-ting. This setting also requires that Java is installed on your PC for it to launch.
Web AccessibilityEE : This editing tool doesn’t require Java 2 or any other exter-nal technology and is best known for being 508 compliant.
Figure 1.10 shows the editing tool choices available for creating/editing a Web Intelligence document.
Selecting a Default Creation/Editing Tool for Web IntelligenceFigure 1.10
Drill Option Preferences1.3.4
In addition to providing drill fi lters in drill mode, many data tables and charts provide the capability of drilling down with a single click. This type of drilling is available when drill mode is activated and when dimension objects in report ele-ments don’t contain formulas.
Three settings are available for selection under Drill Options when setting Web Intelligence preferences. Any combination of these settings can be selected. The recommended combination is to select Prompt When Drill Requires Additional Data and Synchronize Drill on Report Blocks. You also have the choice of either showing or hiding the drill toolbar when opening a report.
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36
SAP BusinessObjects Web Intelligence XI 3.11
The three drill options are listed here:
Prompt When Drill Requires Additional DataEE
Synchronize DrillEE on Report Blocks
Hide Drill Toolbar on StartupEE
You also have the choice of defi ning where a drill session starts. Just beneath the Drill Options selections are two option buttons that allow you to start drill ses-sions on a duplicate or existing report. The default selection is On Existing Report . Figure 1.11 shows the available options as they appear in the Web Intelligence Preferences menu.
Drill Options Settings and Drill Session Start TypeFigure 1.11
Saving to Microsoft Excel Priority1.3.5
The fi nal setting in Web Intelligence Preferences is to assign the priority for saving reports to Excel. The default setting is to prioritize easy data processing in Excel.
Following are the two choices:
Prioritize the Formatting of the Documents EE
Prioritize Easy Data Processing in ExcelEE
Reporting Analysis Environments1.4
Web Intelligence reporting is delivered to business users in either a zero-client or thin-client method. Reporting documents are accessed through a web browser by logging on to the InfoView portal or opened in the locally installed Web Intelli-gence Rich Client tool.
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37
Viewing and Saving Reports 1.5
Zero-Client1.4.1 Online Analysis
You don’t have to install SAP BusinessObjects software to experience the ben-efi ts of Web Intelligence. With just a web browser, you can log on to InfoView to view, create, edit, analyze, schedule, or interact with Web Intelligence reporting documents.
Thin-Client1.4.2 Development
Since the addition of the Web Intelligence Rich Client, analysis has been extended to power users who need to analyze data while being disconnected from the CMS or enterprise portal.
When connected to the CMS, documents can be exported directly to the enterprise system for online analysis. Once published, reports created in Rich Client are easily shared with other enterprise users.
Viewing and Saving Reports1.5
Web Intelligence reports can be viewed in InfoView with four different viewing modes. Each mode displays data differently and can be easily switched.
Figure 1.12 shows the four modes for viewing a report in Web Intelligence. To change formats, click the small down arrow to the right of the View button to reveal the full list of view modes. Page mode allows you to view the report the way it fi ts on a page while also having the luxury of drilling into the data.
View Modes Available in Web IntelligenceFigure 1.12
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38
SAP BusinessObjects Web Intelligence XI 3.11
Report Viewing Modes1.5.1
Quick Display mode and Draft mode are very similar when viewing reports and show the data in the report elements the way they exist on the screen rather than optimized for printing. These two sections are very useful when analyzing data that will be either exported to Excel or just viewed.
Quick Display mode shows report headers and footers while Draft mode displays on the report body.
PDF mode is very convenient for viewing data that needs to be formatted for print-ing in a professional style. Is this mode, reports are converted to PDF within the same window. The drawback of PDF mode is that drill fi lters are no longer present.
Other functions available in Web view are the options to Edit (if proper permis-sions have been granted), Refresh Data, and Track Changes. If you edit a report, you’ll have the opportunity to modify the SQL in the Query Panel and access many features and properties in the Report Panel. Both panels will be discussed in detail over the course of this book.
To close, edit, save, or access the properties of a reporting document, click the Document button in the upper-left corner of the Web Intelligence default tool-bar. Figure 1.13 shows the list of actions available when you click the Document button.
Actions Available for an Opened Web Intelligence DocumentFigure 1.13
Saving Web Intelligence Reports1.5.2
Web Intelligence documents can be saved to the repository of the CMS by clicking Save As in the Document menu. Click Save to My Computer As to export the data to your PC as one of the following fi le types: XLS, CSV, or PDF.
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39
Summary 1.6
By clicking Save, you’ll overwrite the existing version. Depending on your rights, you can update Web Intelligence documents that reside in the folder structure within InfoView.
Summary1.6
Web Intelligence provides an extensive set of mature features that combine com-plex query building with detailed analytical reporting capabilities. This best-in-class reporting tool introduced in 1997 has evolved to become the standard ad hoc analysis and reporting tool for many corporations around the world.
The core functionality of Web Intelligence contains an extensive list of valuable features. Developing complex queries visually without knowledge of the underly-ing SQL makes report building much easier for business users. The ability to query multiple data sources within the same document and linking the results by merg-ing dimensions is an extremely valuable analytical report development feature.
Web Intelligence reports are easily viewed and analyzed by using only a web browser connected to the InfoView portal. Reporting documents can be shared with selected users across the enterprise and then scheduled to be refreshed and delivered to a user inbox or external email address.
You can take analysis offline with Web Intelligence Rich Client. Report developers now have the capability of saving Web Intelligence documents locally and ana-lyzing data without being connected to the CMS. This functionality is similar to Desktop Intelligence but with all of the advantages of Web Intelligence.
Chapter 2 will introduce you to the patented SAP BusinessObjects semantic layer known as the SAP BusinessObjects Universe.
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563
1st Monday of Month option, 4192D doughnut charts, 2842D pie charts, 2843D area chart, 2833D Bar, 1113D doughnut charts, 112, 2853D line chart, 2803D pie chart, 112, 2853D surface chart, 280, 283@Aggregate_Aware, 366, 368, 370@DerivedTable, 381, 383@Functions, 366, 367, 383, 385
@Aggregate_Aware, 367@DerivedTable, 381, 383@Prompt, 370, 371, 372, 374, 375@Script, 366@Select, 375@Variable, 376@Where, 377
.NET, 397@Prompt, 366, 370, 371, 375@Prompt Parameters, 370@Script, 366@Select, 366, 375, 376*.TXT, 329@Variable, 366, 376@Where, 366, 377
A
About, 301About Live Office button, 452Abs(), 231AbstractCustomDataProvider, 510AbstractCustomDataSource, 510AbstractCustomDSComponent, 510AbstractCustomDSExtension, 510Accessing InfoView, 297, 433
Action menu, 304Activating data tracking, 108Add filters, 151Adding charts, 294Adding hyperlinks, 387, 396, 400Adding queries, 76Adding sections, 176Addition, 233Add query, 76, 326, 327Add report filters, 158Advanced editing tool, 34Advanced (Java 2 required), 100Advanced Join Properties window, 54Advanced search, 323Advanced tab, 50, 54Advanced tracking techniques, 322Advanced universe design, 365Aggregate, 220Aggregate awareness, 368Aggregate functions, 223Aggregate measures, 368Aggregate navigation, 369Aggregation, 105Alerter, 105, 125, 126, 127, 129Alerter Editor, 128Alias, 42Align, 33, 292Align component, 133Aligning Report Elements, 134All, 234All Fields option, 330Always on Top checkbox, 537Analysis, 439Analysis Environments, 36Analyze, 26AND, 93AND operator, 348AND/OR, 87Apache, 45
Index
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564
Index
Appearance, 187Background color, 188Background image, 171, 188, 288Unvisited hyperlinks color, 188Visited hyperlinks color, 188
appendViewerContextParameters, 505Application Options button, 452Apply filter on universe, 142Area chart, 110, 112, 280
3D area, 2813D surface, 281Horizontal absolute, 281Horizontal percent, 281Horizontal stacked, 281Vertical absolute, 281Vertical percent, 281Vertical stacked, 281
Asc(), 225, 329ASP, 514Authentication Type, 44Auto-merge dimension, 79, 81, 338Available Universes section, 326Average(), 223Avoid Duplicate Row Aggregation, 170, 171Avoid Page Break in Table, 172
B
Background Color, 171Background image, 130, 131Bar charts, 110, 111, 271, 276
Horizontal bar and line, 272Horizontal grouped, 271Horizontal percent, 272Horizontal stacked, 272Vertical bar and line, 272Vertical grouped, 271Vertical percent, 272Vertical stacked, 271
Between Condition, 53BI Widgets, 26, 529
About, 530, 537Connect/disconnect, 531Content search, 532, 537Creating, 532Desktop, 537Document List Explorer, 533, 537Export options, 536File types, 535Host and Login Preferences, 538Install, 530Login/Logout, 538Login properties, 531Outlook objects, 535Program options, 537Properties, 535Quit, 538Recent Widgets, 537Refresh options, 536RSS Inbox, 537Show, 537Views, 537Xcelsius, 535
Blank cell, 112, 181, 182, 183Block, 235Block filter, 151, 153, 155Block Filter Editor, 154, 155Block headings, 178BlockName(), 229Body, 235BOE SDK, 476, 513BONOERROR, 508Borders, 171Bottom, 234Break, 33, 105, 117, 168, 175, 178, 190, 194, 202, 234, 235, 439
Footer, 198Objects, 178
Break properties, 178, 195Center Values Across Break, 195
Browsers, 297Build Formula option, 393Build objects, 368Burst, 407
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565
Index
Business object, 45BusinessObjects Enterprise, 44Business Objects Inbox, 409, 411Business Objects Labs, 487Business user, 42
C
C++, 489, 491, 507Caching, 421Cadenza, 468Calculation context, 251Calculation EP, 507Calculations, 439Calendar, 420Cancel, 218Cardinality, 53Cascading, 351Cascading List of Values, 354Cascading prompt filters, 354Case statement, 87Categories, 304, 309, 310
Moving, 311New, 311
Category icon, 302cdz_ui.jar, 495Ceil(), 231Cell Spacing, 169, 170Central Management Console (CMC), 76Changes in the Report Panel, 358Char(), 225Character, 220Character Functions, 225Chart, 110, 116, 217, 269
Categories, 269Properties, 287Types, 270
Chart and table types, 166Check Cardinalities, 58Check Integrity, 61Check syntax, 382CI_INFOOBJECTS, 482
CI_SYSTEMOBJECTS, 483Classes, 42, 43Classes and objects, 367Clear, 438Client-server mode, 434Client tools, 28Close, 313, 438Col, 234Collaboration, 315, 430, 449Column, 439ColumnNumber(), 229Combination charts, 276Combined query, 82, 83commonObject, 506Compatible dimension object, 333Complex Join Condition, 54Component, 109COM SDKS, 473Concatenation(), 225Condition, 87, 143Conditional Operators, 233Configuring prompt values, 453Connected, 433Connected mode, 434Connection, 45Connection(), 228Connection server, 434Constrained prompt, 374Content search, 323, 532, 533, 537Context, 55Controls tab, 45, 46Copy, 438
Excel, 408Copy as Text option, 407Copying, 407Copying and pasting, 407
Another application, 407Copying objects, 311Copy option, 407Core functionality, 25Cos(), 231Count(), 223Create Hyperlink option, 389
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566
Index
Create Hyperlink window, 395Create Variable, 218Creating
A cascading LOV, 353A Nested Group, 349A subquery, 92A universe, 44An object, 48Classes, 48Creating/editing tool, 35Formulas, 216Live Office documents, 452Objects, 48Publications, 423Variables, 220Veports, 99
Creation/editing tool, 28, 34, 100Crosstab, 109, 115, 173Crosstab aggregates, 202Crosstab display properties, 170Crosstab formatting, 202
Background color, 202Column headings, 202text color, 202
Crosstab table, 174Crosstab table type, 163CSV, 313, 329, 414, 415, 432CSV (With Options), 414, 415CUID, 518, 521, 524CurrentDate(), 226CurrentTime(), 226CurrentUser(), 229Current window, 404Custom data provider, 331, 436, 510CustomDataSource, 510CustomDSComponent, 510CustomDSExtension, 510Custom filter, 87Custom Filter Containing Two Wildcards, 347Custom Freehand SQL, 356Customization with JavaScript, 501Customize, 26
Custom number formatting, 208Custom properties, 208Custom Sort, 120, 122
Temporary values, 120Custom Sort dialog box, 120Custom Sort Type, 120Custom SQL, 356CUSTOM_VIEW_MODE, 506Cut, 438
D
Dashboards, 300Data, 438, 439Data Access Driver Development Kit (DDK), 509Data Access Driver SDK, 475Data Access Type option, 328, 331Database middleware, 45, 64Database Ranking, 350Database Ranking Parameters, 351Database tables and views, 44Data elements, 163Data/Properties, 438Data provider, 182, 220, 228, 333, 435DataProvider(), 228Data Provider Functions, 228DataProviderKeyDate(), 228DataProviderKeyDateCaption(), 228Data provider options, 435DataProviderSQL(), 228DataProviderType(), 228Data Refresh options, 459Data sources, 435Data synchronization, 79, 337, 338Data tab, 115, 164, 173Data table, 163, 168, 176, 179, 197Data Tracking Options, 318, 319, 359Data type, 334, 339, 371Date formatting, 204Date Formatting Reference, 210Date/Time Formatting, 206, 220
322_Book_tight.indb 566 3/5/10 4:10:44 PM
567
Index
Date & Time Functions, 226DayName(), 226DayNumberOfMonth(), 226DayNumberOfWeek(), 226DayNumberOfYear(), 226DaysBetween(), 226Default creation/editing, 34Default scope of analysis, 243Default toolbar, 106Default URLs, 298Define as Input control, 292Defining a Cascading Lists of Values in Designer, 352Definition tab, 45, 367Delete, 438Delete Query option, 327Delete report, 104Deleting objects, 312Derived table, 381, 382Derived Tables window, 382Derived virtual table, 365Designer, 44, 48, 58, 61, 351, 380, 381Designer toolbars, 61Desktop, 35, 100, 433Desktop Intelligence, 366, 402Destination, 421, 428Detail, 47Detect Cardinality, 53DHTML client, 488, 490dialogIntegration, 507Different from Pattern, 90Dimension, 47, 50Display
By Hierarchies, 73Data, 269New result data, 79Properties, 290Property – tables, 169Tracked data, 322Types, 132
Distinct, 234Distribute, 536Division, 233
DocmentCreationDate(), 227Document, 220
DocumentTime(), 227Properties, 80, 94, 263, 292Property categories, 80Type, 399Viewing, 307
DocumentAuthor(), 227DocumentCreationTime(), 227DocumentDate(), 227Document Format text box, 391Document Functions, 227Document Information category, 80Document List, 300, 301, 306Document List Explorer, 533, 537Document list using Java, 519Document list using .NET, 522Document menu, 313Document Name, 113, 181, 399DocumentName(), 181, 227Document Navigation, 306Document options, 313Document Options category, 81Document pane, 101, 103, 104DocumentPartiallyRefreshed(), 227Document Prompt
Select Object option, 393Doughnut chart, 112, 284Draft mode, 38, 109, 313Drag and drop, 530Drill, 31, 234, 439
Dimensions, 251Drill by, 256, 261Drill down, 241, 252Drill up, 255Measures, 257, 261, 263Setup, 249Toolbar, 250
Drill downBars and markers, 261Chart axis, 257Charts, 257, 261Legends, 260
322_Book_tight.indb 567 3/5/10 4:10:44 PM
568
Index
Query drill, 263Settings, 265Snapshot, 265
Drill filters,26, 35, 112, 164, 181, 227DrillFilters(), 227Drilling versus report filtering, 108Drill mode, 31, 249, 315Drill Options, 35, 36, 265Drill toolbar, 250Drill Up, 255Duplicate Query option, 327Duplicate report, 104Dynamic, 426Dynamically passing values, 393Dynamic Elements section, 400
E
Edit, 313, 314, 438Editing/creating a report, 178Existing hyperlinks, 391Formula, 62Joins, 53Links, 391Toolbar, 44, 57, 61, 62Join properties, 55, 56Merged dimension, 336Mode, 291, 398Palette, 290Properties, 366Query, 74, 439Query option, 326Ranking, 124Select Statement, 367Where Clause, 367
eFashion universe, 340Email, 411Embed reporting, 465Enabling drill, 249Enhanced viewing, 81Enterprise, 425Enterprise Items, 471
EnterpriseService, 516, 517EnterpriseSession, 481Equal to, 233Equi-join, 52EuroConvertFrom(), 231EuroConvertTo(), 231EuroFromRoundError(), 232EuroToRoundError(), 232Even(), 231Event, 421, 429Excel, 313, 404, 414, 415, 428, 432, 449Excel plug-in, 449Existing Filter Objects, 349Exit, 438Exp(), 232Export, 445
CSV, 415CSV (With Options), 415Excel, 415PDF, 415Web Intelligence, 415
Export options, 414, 536Export to CMS, 438, 445Export universe, 59Extended syntax keywords, 235Extended Syntax Operators, 235Extend Merged Dimension Values, 82Extend Merged Dimension Values setting, 339Extend scope of analysis, 255Extension Point API, 503External hyperlink, 397
F
Fact(), 232Features, 23Field Selection options, 330File, 438File location, 413File Transfer Protocol, 412Fill(), 225
322_Book_tight.indb 568 3/5/10 4:10:44 PM
569
Index
Filter, 29, 31, 32, 140Filter assignment type, 146Filter Editor, 156Filter icon, 155Filtering, 32, 139, 159, 150, 155, 346, 423, 439
Viewing reports, 151Filtering data, 139Filtering reports, 159Filter Instances by Type option, 423Filter pane, 150, 155Filter toolbar, 32Find, 314, 438Find Next, 438Find Previous, 438First(), 223First Row Contains Column Names option, 330Floor(), 232Folder and category management, 472Folder icon, 302Folders, 389
Moving, 311New, 311
Footer, 130ForAll, 235ForceMerge(), 229ForEach, 235Form, 109, 173Format, 421, 427
Breaks, 193Changed data, 319Chart, 294Crosstab, 201FormatDate(), 225FormatNumber(), 225Painter, 105Sections, 190Toolbar, 105, 185While viewing reports, 211, 213
Form display properties, 171Form table, 174Form table type, 163
Formula, 164, 215, 216, 217, 218, 235, 238
And text cell, 110, 112And variables, 215Bar, 62Editor, 198, 199, 218, 219Syntax, 235Toolbar, 215, 216Validation, 238
Free-standing cell, 110, 154, 180, 182, 183FTP location, 412Full outer join, 52Function categories, 223Functions, 222, 365, 367Function Specific Operators, 234, 235
G
General, 187Document properties, 187Name, 187Preferences, 299, 305Property - tables, 168Settings, 30
Generated SQL, 74Disable, 76
Generate LOV, 353Generic, 45GetContentLocale(), 229GetDominantPreferredViewingLocale(), 229GetLocale(), 230GetLocalized(), 230GetPreferredViewingLocale(), 230Go To Object, 451Graphics tab, 55Greater than, 233Greater than or equal to, 233Grid Lines, 56Grouped bar chart, 272Grouping data, 175, 178Group List, 410
322_Book_tight.indb 569 3/5/10 4:10:45 PM
570
Index
H
Header, 130Header Panel, 299Help, 73, 300, 439, 452Hewlett Packard, 45Hide changes/show changes, 322, 358Hide drill toolbar, 266hide_feature, 504hide_ui_element, 504, 525Hierarchy, 72, 243, 341Hierarchy of Cascading List of Values, 354History, 422Home, 300Horizontal charts
Absolute area charts, 282Bar and line chart, 111Bar chart, 273Grouped, 111Mixed charts, 278Mixed line chart, 278Percent, 111Percent bar chart, 275, 276Stacked, 111Stacked area chart, 282Stacked bar chart, 274
Horizontal table, 109, 172, 173Horizontal table display properties, 170Horizontal table type, 163Host and Login Preferences, 538, Hourly option, 417HSQLDB, 45HTML, 404HTMLEncode(), 225HTML Report Panel, 100HTTP session, 521Hyperion, 45Hyperlink, 33, 315, 316, 387, 388, 389, 391, 392, 393, 394, 395, 396, 397, 398, 399, 400, 401
Document format, 391Edit mode, 397
Interaction Properties section, 401Link behavior, 391Link to Document Instance option, 390Link to web page, 392Refresh on Open option, 390Report part, 390Select object, 391Setting hyperlink properties, 390Target Area Within a Document option, 390Target Area Within the Document option, 390Target Window text box, 391Tooltip, 391Use Complete URL Path to Complete Hyperlink option, 390Web page, 392Xcelsius, 401
Hyperlink options, 316, 388Hyperlink properties, 390, 391Hyperlinks, 182
Prompted Reports, 393
I
IBM, 45ibovariant.h, 508ICell, 497IDataProviderPanel, 499IDataSummaryPanel, 497Identifying object types, 51Identity, 471iDocID, 402IEnterpriseSession, 515If – Then – Else, 216, 230, 236IFramework, 501IInfoObjects, 520IJavaReportPanel, 496IJavaReportPanelPlugin, 495Import, 436, 440
From CMS, 438
322_Book_tight.indb 570 3/5/10 4:10:45 PM
571
Index
Reports from CMS, 440Universe, 59Universe from the CMS, 436
In, 235Inaccurate value, 340IncludeEmpty, 234Incompatible objects, 369Index, 234InfoObject, 484, 518Informix, 45InfoStore, 481, 482, 514, 522InfoView, 29, 37, 57, 67, 68, 76, 100, 180, 297, 315, 374
Access, 297Category icon, 302Document List, 301Export, 414Folder icon, 302Header Panel, 299Navigation, 299Preferences, 305Publications, 423Scheduling, 416Search, 304Send, 409Toolbar, 300Workspace Panel, 301Workspace toolbar, 302
InfoView Start Page options, 305InfoView toolbar, 299, 300, 416
About, 301Dashboards, 300Document List, 300Help, 300Home, 300Log Out, 301Open, 300
InfoView URL, 298InfoView viewer toolbar, 312InfoView workspace toolbar
Add, 303New, 303
InitCap(), 225
In List, 87, 348Inner join, 52input control, 162Input control, 102, 159, 160Input Message section, 332Input parameters, 402, 403Insert, 439
Crystal Reports button, 451Report, 104Rows and columns, 455Tables, 44Universe Query button, 451Web Intelligence button, 451
Instance Title, 416Integrate, 26Integration Points API, 488Integrity Check, 57, 58Interaction Properties section, 401Interactive editing tool, 35Interactive Report Panel, 100Interactive view format, 32Interpolation(), 223Intersection, 82, 83IPluginInfo, 485IPluginMgr, 485IQueryPanel, 498IReport, 497IReportingPanel, 496IResultObject, 500IsDate(), 231IsError(), 231ISessionMgr, 515IsLogical(), 231IsNull(), 231IsNumber(), 231IsPromptAnswered(), 228IsString(), 231IsTime(), 231ITable, 498Items Columns, 470Items Grid, 470IWebIRichClient, 500IWebIRichClientInstance, 500
322_Book_tight.indb 571 3/5/10 4:10:45 PM
572
Index
IWebIRichClientListener, 501IWebIRichClientPlugin, 493, 495, 501
J
J2EE, 476Java, 398, 399Java Program Object, 473Java Report Panel, 68, 100, 488Java SDK Setup, 476Java Server Faces, 466Java Server Faces SDK, 469Java Server Pages (JSPs), 487Java Swing, 491JIDE, 490Join settings, 53Join table, 52Join type, 44, 52JSF SDK, 478JSP, 491, 514, 522
L
Last(), 223LastDayOfMonth(), 226Last Day of Month option, 420LastDayOfWeek(), 226LastExecutionDate(), 181, 228LastExecutionDuration(), 228LastExecutionTime(), 228Last Refresh Date, 113, 181, 182Latest Instance option, 459Launch, 433Left(), 225Left join, 52LeftPad(), 225LEFTPANEL, 526LeftTrim(), 225Length(), 225Less than, 233Less than or equal to, 233Limit Execution Time To checkbox, 46
Limit the Execution Time setting, 46Limit the Size of the Result Set setting, 46Linear, 234Line charts, 110, 111, 277
3D line, 2773D surface, 277Horizontal mixed, 277Horizontal percent, 277Horizontal stacked, 277Vertical mixed, 277Vertical percent, 277Vertical stacked, 277
Line chart types, 277LineNumber(), 230Link behavior, 391Linked universes, 377, 378, 379, 380
Requirements, 378Restrictions and Limitations, 378
Linking, 387To Document option, 389To Web Page option, 389, 392Universes, 365, 378
List of Actions, 104List of Values (LOVs), 147, 148, 351, 365, 384, 469Live Office, 26
About, 452Adding more content, 455 Context, 453Enterprise options, 458General options, 456Help, 452Insert, 451Integration, 450Modify, 451Open, 451Preferences, 456Prompt values, 453Properties, 451, 460Refresh, 451, 459Report content, 454, 455Save, 451Search, 452
322_Book_tight.indb 572 3/5/10 4:10:45 PM
573
Index
Snapshot, 451Summary, 455Toolbar, 450, 456View, 452View options, 457Web Intelligence content, 452
Live Office Wizard, 452Ln(), 232loadDialgCB, 507Local data source, 27, 432Local documents, 433Locale, 34Local machine, 433Local universe, 434Log(), 232Log10(), 232Logical, 220Logical Functions, 231Logical Operators, 234Login As, 439Login/Logout, 538Log out, 301LOV, 352, 365, 384LOV pointer, 371Lower(), 225lsC, 403lsM, 403lsR, 403lsS, 399, 400, 403
M
Main toolbar, 106Managed Java Beans, 470Managing data providers, 469Manually created OpenDocument details, 398Manually merging dimensions, 334, 339Margins, 133Match(), 225Matches Pattern, 346, 347Mathematical Operators, 233Max(), 224
Measure, 47Median(), 224MENUBAR_DOCUMENT_MENU, 526Merge, 335Merged dimensions, 77, 78, 79, 325, 333, 335, 339, 340, 439
Name, 336Values, 337
Merge/Split Cells, 439Message Details section, 332mHTML, 428Microcube, 28, 32, 67, 86Microsoft, 45Microsoft PowerPoint, 450Min(), 224Minus, 82, 83Misc. Functions, 220, 229Mod(), 232Mode(), 224Modify, 304Modify hyperlink, 393Modify Object, 451Month(), 226Monthly option, 418MonthNumberOfYear(), 227MonthsBetween(), 227Move Query option, 327Move Report, 104Multidimensional data source, 63Multiple data providers, 340Multiple data sources, 326, 328Multiple queries, 339Multiple value control types, 160, 161Multiplication, 233
N
NAII, 404NameOf(), 230Navigating in InfoView, 299Navigation, 314nbPrompts, 399NCR, 45
322_Book_tight.indb 573 3/5/10 4:10:45 PM
574
Index
Nested condition, 93Nested derived table, 382, 383Nested Query Filters, 347Nesting Filters, 348Netezza, 45New, 438New Connection Wizard, 45New Hyperlink options, 388New window, 404NoFilter(), 230NoNull, 234Not equal to, 233NotOnBreak, 234not_persistent, 374Now option, 417Nth of Month option, 418Number format
Format types, 205Number Format, 204
Date/Time formatting, 207Number formatting, 204
Number properties, 206Number Formatting Reference, 208NumberOfDataProviders(), 229NumberOfPages(), 182, 230NumberOfRows(), 229Numeric, 220Numeric Functions, 231
O
Object, 42, 43, 312Object definition properties, 50Object properties, 48, 312, 460Object Properties button, 451Object Qualification, 51Objects
Copying, 311Deleting, 312Printing, 312Properties, 312Saving, 312
Sorting, 312Viewing, 312
Objects and variables, 146Object type, 47ODBC, 44Odd(), 231Office 2003, 449Office 2007, 449Offline, 432, 433Offline mode, 27, 433OLAP universes, 63Once option, 417On Demand option, 459On Existing Report, 36Open, 438OpenDocument, 387, 397, 398, 399, 474, 518, 534
Edit mode, 398OpenDocument.aspx, 397OpenDocument.jsp, 398, 399OpenDocument Syntax, 402Open Edge, 45Open menu, 300Operation Name box, 331Operators, 88, 145, 222, 232, 348, 367Optional dimension object, 272Optional Prompts, 351, 355OR, 93Oracle, 45Order
Bring Forward, 204Bring to Front, 203Send Backward, 204Send to Back, 203
Order selection, 203Organize menu, 303, 315Other data source
Text and Excel Files, 329Other Data Source
Excel, 325Web Services, 325, 329
Other Data Source option, 329, 331Other SDKs, 472
322_Book_tight.indb 574 3/5/10 4:10:45 PM
575
Index
Outer join, 52Outlook, 449, 529Outlook objects, 535Output Message section, 332Output parameters, 402, 404
P
Page, 182Page(), 230Page break, 56Page Content, 187
Horizontal Records per Page, 188Vertical Records per Page, 188
Page Content section, 188Page Layout, 130, 132, 187
Bottom Margin, 188Footer Height, 188Header Height, 188Left Margin, 188Page Orientation, 188Page Size, 188Right Margin, 188Show Page Footer, 188Show page Header, 188Top Margin, 188
Page Layout properties, 172, 188Page margins, 132Page mode, 37, 109, 313, 438Page navigation, 304Page navigation toolbar, 106Page number, 113Page Number, 182Page number cells, 110, 113Page number/total pages, 113, 182Parameter tab, 54paramObject, 505Parse, 49Partial Results, 361Passing parameters, 387Passing selected objects, 395Password, 44, 308, 439
Paste, 407, 438PDF, 313, 404, 414, 415, 428PDF mode, 38, 109, 314PDF view format, 34PDP, 329, 330Percentage(), 224Percent bar chart, 274, 275Percent chart, 283Percentile(), 224Percent line chart, 279Permanent Regional Formatting, 81Personal Data Provider, 329Personal Data Providers, 436Personalization, 427Pie chart, 110, 112, 284Pivot a crosstab, 174Placeholder Values, 411Platform parameters, 402Plug-ins, 484PointToPoint, 234Polar, 112Polar chart, 285, 286, 287Port Name box, 331Pos(), 225Power(), 232PowerPoint, 449Predefined filter, 87, 140, 141, 142Predefined query filter conditions, 93Preferences, 28, 29, 30, 35, 36, 100, 300, 333, 433, 456Previous(), 230Primary report functions, 189Print, 438, 445Printing options, 314Print/PDF tab, 56PRN, 329Product(), 224Product Locale setting, 308Prompt, 95, 373, 375, 429
Definition, 372Filter, 95, 140, 147, 354, 373, 393, 395Filter properties, 148
322_Book_tight.indb 575 3/5/10 4:10:45 PM
576
Index
LOV Object, 354Message, 371Name, 399Object, 373PromptSummary(), 227Properties, 95, 147Queries, 94Report, 395Summary, 113, 182User option, 393
Properties, 304, 308, 438Properties object, 522Properties tab, 50, 72, 113, 178, 287Property editor, 366Property formats, 114Property viewing preferences, 189Publications, 423
Additional options, 428Advanced, 429Destinations, 428Dynamic, 426Enterprise, 425Events, 429Formats, 427Personalization, 427Prompts, 429Properties, 424Recipients, 425Recurrence, 429Server Group, 429Source documents, 424Subscriptions, 429
Publish, 26, 407Publish a universe, 57Published document, 388Purging Data, 360
Q
QaaWS, 331Qualification, 50Qualification icons, 51
Quarter(), 227Query, 25
As a Web Service, 331, 436Basics, 74Builder, 483Drill, 263, 264Filter, 74, 86, 87, 93, 139, 349Filters pane, 69, 86, 88, 92, 144Filter types, 88HTML Panel, 100Limits, 46, 47Limit settings, 46Manager, 70, 74, 83Manager pane, 69, 70, 141Manager properties, 71Name, 71Panel, 69, 75, 76, 82, 84, 96, 97, 164, 356, 360, 385, 437QueryEvent, 500Summary, 113, 181QuerySummary, 181
Quick Display mode, 38, 109, 313, 438Quick filter, 91Quit BI Widgets, 538
R
Radar chart, 110, 112, 285Radar line chart, 112, 286Range Definition option, 330Rank(), 232Ranking, 105, 119, 123, 125, 439
Add a ranking, 124Properties, 123
Read Content, 392REBEAN, 467Recent Data Sources, 438Recent Documents, 438Recent Widgets, 537Recipient, 425Recurrence, 417, 429Redo, 438
322_Book_tight.indb 576 3/5/10 4:10:46 PM
577
Index
Reference data, 317Reference point, 108Refresh, 399, 455
All Objects button, 451Button, 302Data, 107Data button, 315Data Directly from the Database option, 536Object button, 451On Exit, 537On Open setting, 81, 94Options, 536Options button, 451Widget content, 537
RefValue, 322RefValue(), 230RefValueDate, 322RefValueDate(), 229RefValueUserResponse(), 229RelativeDate(), 227Relative position, 133, 134, 168, 172, 290RelativeValue(), 230Remove
Combined query, 84Document security, 442Dilter, 146Filter objects, 158Objects, 85Query Filter from a Nested Group, 350Result objects, 85Rows and columns, 455Section, 192Sort, 122
Rename Query option, 327Rename report, 104RENET, 467Repeat Footer on Every Page, 172Repeat Header on Every Page, 172Repeat on Every New Page, 172Replace(), 225Report, 25, 235
Report body, 103Report canvas, 197Report element, 109, 110, 114, 162, 165, 166, 179, 182, 197, 270Report Element properties, 113Report element type, 180ReportEngine, 466Report Engine Java SDK, 477Report Engine .NET, 480Report Engine SDK, 467, 475Report filter, 153ReportFilter(), 228Report filtering, 108, 149Report Filter pane, 150, 151Report Filter Summary, 113, 182ReportFilterSummary(), 228Report filter toolbar, 108, 158, 159Report footer, 103Report formatting, 186Report header, 103Reporting, 439Reporting toolbar, 105, 216Report Manager, 101, 115, 159, 166, 173, 339Report name, 390ReportName(), 230Report options, 104Report Order category, 82ReportPageViewer, 471Report Panel, 80, 94, 100, 101, 163, 164, 166, 173, 216, 333, 339Report Panel section, 101Report part, 390Report properties, 109, 186, 187Report Title, 164Report viewing, 109Reset to Default, 439Resolving Partial Results, 361Restart the Web Application Server Context, 493Result object, 74, 75, 84, 85, 103, 164, 173Result Objects pane, 69, 164
322_Book_tight.indb 577 3/5/10 4:10:46 PM
578
Index
Results Mode, 438Retrieve Data from the Latest Instance option, 536Rich Client, 431
Access, 433Connected mode, 434Data sources, 435Document security, 442Export, 445Import, 440Import a universe, 436Install, 431, 433Launch, 433Menus, 438Modes, 433Offline mode, 433Preferences, 446Printing, 445Query Panel, 437Reports, 437Save, 441Save As, 441Save for All Users, 442Send by Email Attachment, 446Standalone mode, 435
Right(), 225Right join, 52RightPad(), 226RightTrim(), 226Round(), 232Row, 234, 439RowIndex(), 230RSS feeds, 530RSS Inbox, 530, 537RunningAverage(), 224RunningCount(), 224RunningMax(), 224RunningMin(), 224RunningProduct(), 224RunningSum(), 224Run Object drop-down box, 417Run Query, 355, 372runQueryAsAService, 327, 332
S
SalesForce.com, 45SAP, 45SAP BusinessObjects, 50SAP BusinessObjects Enterprise .NET, 480SAP BusinessObjects Enterprise SDK, 466SAP BusinessObjects Live Office, 449 (see Live Office)SAP BusinessObjects Query Language, 482SAP NetWeaver, 63Save, 313, 314, 438
And export, 58As, 313, 438, 441As CSV (Data Only) option, 444As Excel, 443As New to BOE, 451As PDF, 443For All Users, 442Report to My Computer As, 313Reports, 37, 38Reports locally, 441To BOE button, 451To My Computer As, 313To My Computer As menu, 414
Scatter, 112Scatter chart, 285, 286, 287Scheduling, 407, 416
Caching, 421Destinations, 421Events, 421Formats, 421History, 422InfoView, 416Instance, 422Publications, 423Recurrence, 417Server Group section, 421
Scheduling Server Group section, 421Scope level options, 246
322_Book_tight.indb 578 3/5/10 4:10:46 PM
579
Index
Scope of analysis, 241, 243Scope of Analysis pane, 245SDK, 26SDKException, 520sDocName, 399, 402Search, 304, 322secEnterprise, 481, 514secLDAP, 481, 514Section, 116, 175, 176, 177, 190, 235, 271, 439Section master cell, 116, 193Section properties, 190, 192
Adding charts to sections, 195Appearance property category, 191Display property Category, 191General property category, 191Page Layout property category, 192Sorts, 192
Sections and breaks, 116Security, 433Security access levels, 50secWinAD, 481, 514secWinNT, 481Selecting report content, 454Selection Types, 393Select Object option, 393Select Palette, 290Select Prompts, 394Self, 235Send, 409
Business Objects Inbox, 409File Location, 413
Send by Email Attachment, 438Send by Email Attachment option, 446Sending reports as email attachments, 446
Email, 411FTP location, 412
Send To button, 409Separate data sources, 333Service Name box, 331Service Pack 2, 64, 95, 102, 145, 159SessionMgr, 481
Set as Section, 175, 176Set Outer Joins, 53Setting context, 453Setting join conditions, 53Setting preferences, 446Setting query limits, 46Setting reference data, 318Setting the scope of analysis, 242Setup for .NET, 479Share, 26, 407, 536Sharing
Copy and paste, 407Sharing a Web Intelligence report, 407Shortcut, 311, 315Shortcut icons, 166Show BI Widgets, 537Show changes, 358Show Columns with Empty Dimension Values, 170, 171Show Columns with Empty Measure Values, 170, 171Show/Hide drill toolbar, 250Show/Hide Scope of Analysis, 243Show Left Header, 170Show Object Name, 170Show Rows with Empty Dimension Values, 170Show Rows with Empty Measure Values, 170Show Table Footers, 169, 170Show Table Headers, 169, 170, 171Show Top Header, 170Show When Empty, 170, 171sIDType, 402Sign(), 232SI_KIND, 519Simple report filter, 153, 157Simple search, 323Sin(), 232Single data block, 154Single sign-on (SSO), 464, 489, 530Single value control types, 160sInstance, 403
322_Book_tight.indb 579 3/5/10 4:10:46 PM
580
Index
sKind, 402Snapshot, 265, 315, 439, 451Sorting, 33, 105, 119
Sort in a table, 119Sorting within a chart, 119Temporary values, 120
Sorting in charts, 122Sorting objects, 312Sorts, 168, 439Sort type, 119sOutputFormat, 404sPartContext, 403sPath, 402Specific Instance option, 460SQL, 32, 346SQL Expression Editor, 382SQL generated by your query, 74SQL syntax, 87SQL Viewer, 74, 75, 356Sqrt(), 232sRefresh, 399, 403sReportMode, 403sReportName, 404sReportPart, 404Stacked area chart, 282Stacked area radar, 112, 285, 286Stacked bar chart, 273Stacked line chart, 279Standalone, 433Standalone mode, 432, 435Standard block filter, 153Standard report filter, 150Standard toolbar, 62Start drill session, 266Start on a New Page, 172StdDev(), 224StdDevP(), 224Structure mode, 438sType, 399, 402Subquery, 92Subscribing to publications, 429, 430Subscriptions, 429Substr(), 226
Subtraction, 233Sum(), 224Sun, 45sViewer, 404sWindow, 404Sybase, 45Synchronize, 333, 342Synchronize drill, 36, 266Synchronizing data, 325System, 44
T
Table, 109, 165Table browser, 44TableCell, 523Table footer, 171Table formatting, 179
Add aggregate values, 198Adding and removing objects, 203
Table header, 171Table join, 51Table properties, 168
Appearance, 200Column and Row, 199Display, 199General, 199Sorts, 201Text format, 201Text Format, 200
Tables and Columns, 367Table type, 172, 179Tan(), 232targetWindow, 505Target Window, 391, 392, 401Target Window property, 397Template, 197Templates tab, 103, 110, 114, 269Text cells, 110Text Format, 168, 171
Alternate Row/Column Colors, 172Font Name, 171
322_Book_tight.indb 580 3/5/10 4:10:46 PM
581
Index
Horizontal Text Alignment, 172Size, 171Strikethrough, 172Style, 171Text Color, 172Underline, 171Vertical Text Alignment, 172Wrap Text, 172
Theta join, 52ThinCadenza.jar, 495Thin-client, 36, 37Time Formatting Reference, 210Time zone, 308ToDate(), 227Token, 402Tomcat, 492, 525ToNumber(), 232Toolbar, 31, 101Toolbars, 439Tools, 439Tooltip, 391, 392, 401Tooltip property, 397Top, 235Total number of pages, 113, 182Track data changes, 315, 317, 439
Reference data, 317Trim(), 226Truncate(), 232Turn Chart To, 180Turn Table To, 32, 180Turn To, 179, 180, 291, 292, 293, 439TXT, 329
U
UI components, 470UI Customization API, 503Undo, 438Undo/Redo, 314Union, 82, 83Unique identifier, 411UniqueNameOf(), 230
Universe, 27, 41, 42, 44, 48, 50, 51, 52, 55, 57, 60, 62, 70, 72, 142, 339, 365, 366, 370, 379, 383Universe class, 61Universe design, 365Universe element, 43UniverseName(), 229Universe object, 51, 72Universe option, 328Universe parameters, 45Universe Parameters box, 45Universes, 439Unsynchronized data, 337, 340Upper(), 226URL, 399URLEncode(), 226URL reporting, 474Use Automatically Generated Name, 410Use Browser Locale, 34Use Custom SQL, 74, 75Use Filter as Mandatory in Query checkbox, 142Use Query Drill, 81User-defined filter, 140, 144, 146Use Report Saved Data option, 460user_extension, 504, 505user.js, 503, 525User List, 410User name, 44UserResponse(), 229User Setting, 363User Settings, 362User settings for drill down, 265Use Specific Name, 411Using a Cascading List of Values Object as a Prompted Filter in a Report, 353Using tables, 165
V
Validate, 218Validate SQL, 75
322_Book_tight.indb 581 3/5/10 4:10:46 PM
582
Index
Value(s) from List, 148Var(), 224Variable, 221, 238Variable Editor, 216, 222, 223, 237Variables, 439Variable syntax, 237VarP(), 224Vertical absolute area chart, 282Vertical bar and line chart, 111, 277Vertical bar chart, 273Vertical grouped, 111Vertical grouped bar chart, 289Vertical mixed chart, 278Vertical mixed line chart, 278Vertical percent, 111Vertical percent area chart, 283Vertical percent bar chart, 275, 276Vertical percent chart, 279Vertical stacked, 111Vertical stacked area chart, 282Vertical stacked bar chart, 274Vertical stacked line chart, 279Vertical table, 109, 168, 172, 173, 175, 179, 340Vertical table display properties, 169Vertical table formatting, 197Vertical tables, 173Vertical table type, 163View, 304, 438, 439
History, 422Latest Instance, 304Latest Instance option, 422Locale, 308Menu, 314Mode, 109Object in Browser button, 452Options, 313Reports, 166, 293, 294Results, 116, 272Structure, 106, 114, 177, 217
Visually Tracking Data, 358
W
Web Accessibility, 35, 100Web Accessibility (508 compliant), 100WebI, 23WebiCalcPlugin, 508WebI.classpath, 495WEB-INF/lib, 476Web Intelligence, 23, 428Web Intelligence document, 69Web Intelligence extension points, 26Web Intelligence Preferences, 265, 433Web Intelligence Query Panel, 97Web Intelligence Rich Client, 27, 100, 326, 328, 333, 431webi_plugin.properties, 492, 493webiviewer.properties, 525Web Services, 325, 331, 432, 436, 466, 530Web Services Consumer Java SDK, 479Web Services Consumer SDK, 471Web Services consumer setup for .NET, 480Web view format, 31web.xml, 476Week(), 227Weekly option, 418Where, 235Where section, 367wid, 399Widget options, 535Widgets, 530Widget Views, 537Wildcard character, 89Wildcards, 346Window, 439Windows Vista, 530Word, 404, 449WordCap(), 226Workspace Panel, 299, 301, 416Workspace Toolbar, 302Wrap Text, 105WSDL, 331
322_Book_tight.indb 582 3/5/10 4:10:47 PM
583
Index
X
Xcelsius, 529X Day of Nth Week of the Month option, 420XLS, 329XLSX, 331
Y
Year(), 227
Z
Zero-client, 36, 37Zoom, 314
322_Book_tight.indb 583 3/5/10 4:10:47 PM