vanderbilt business objects users group 1 reporting techniques & formatting beginning &...

Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group11

Reporting Techniques & Reporting Techniques & FormattingFormattingBeginning & AdvancedBeginning & Advanced

Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 22

AgendaAgenda

• Customizing Your WorkspaceCustomizing Your Workspace• Personal DocumentsPersonal Documents• Managing ReportsManaging Reports• Report LayoutReport Layout• Page LayoutPage Layout• Working With BreaksWorking With Breaks• FormattingFormatting• Q&AQ&A


Customizing Your Customizing Your WorkspaceWorkspace


• Best Practices – menu & toolbarsBest Practices – menu & toolbarsAccess via Access via right-click in toolbar arearight-click in toolbar area or by or byVIEW > TOOLBARSVIEW > TOOLBARS

Customizing Your WorkspaceCustomizing Your Workspace


• Best Practices – Query panelBest Practices – Query panelMake sure the 3 buttons on top-left are always pressedMake sure the 3 buttons on top-left are always pressed



• Best Practices – Slice & Dice panelBest Practices – Slice & Dice panelMake sure the 3 buttons on top-left are always pressedMake sure the 3 buttons on top-left are always pressed



• Changing default file save locationChanging default file save location Access via TOOLS > OPTIONS > FILE LOCATIONS Access via TOOLS > OPTIONS > FILE LOCATIONS



Customizing Your WorkspaceCustomizing Your Workspace• BO User’s Guides, accessed via HELPBO User’s Guides, accessed via HELP

Accessing Data and Data AnalysisAccessing Data and Data Analysis Reporting Techniques and FormattingReporting Techniques and Formatting


Customizing Your WorkspaceCustomizing Your Workspace• Deciphering BO query error codesDeciphering BO query error codes

Accessed via HELP > ERROR CODES EXPLAINEDAccessed via HELP > ERROR CODES EXPLAINED


Managing ReportsManaging Reports


• Insert a new blank reportInsert a new blank reportRight-click on Report tab, similar to ExcelRight-click on Report tab, similar to Excel



• Copy an existing reportCopy an existing reportCreates new report based on existing oneCreates new report based on existing one



• Renaming and deleting a reportRenaming and deleting a report



Report LayoutReport Layout


• When your report contains several pages, there are a number of options in Business Objects to manage the page layout so that your report reads fluently and coherently and you obtain good printed copy.



• Setting Margins and Header/FooterSetting Margins and Header/Footer– Click VIEW > PAGE LAYOUT to viewClick VIEW > PAGE LAYOUT to view– Click and drag to adjust spacing for either Click and drag to adjust spacing for either

margin or header/footermargin or header/footer



• Adding Page#, Date and TimeAdding Page#, Date and Time– Access VIEW > PAGE LAYOUTAccess VIEW > PAGE LAYOUT

Only way to view Page# commandsOnly way to view Page# commands

– Use INSERT > SPECIAL FIELD menuUse INSERT > SPECIAL FIELD menu Choose DATE and TIME or PAGE #sChoose DATE and TIME or PAGE #s



• Managing tables over multiple Managing tables over multiple pagespages



• If you have trouble with page breaks cutting If you have trouble with page breaks cutting off data in cells, right-click in a cell and off data in cells, right-click in a cell and select FORMAT TABLE > PAGE LAYOUT tab.select FORMAT TABLE > PAGE LAYOUT tab.



Report LayoutReport LayoutRunning Headers & FootersRunning Headers & Footers


• In PAGE LAYOUT view, right-click a cell, In PAGE LAYOUT view, right-click a cell, select FORMAT TABLE > PAGE LAYOUT tab select FORMAT TABLE > PAGE LAYOUT tab and check Page Break Header/Footer.and check Page Break Header/Footer.



Report LayoutReport LayoutRunning Headers & FootersRunning Headers & Footers


Page LayoutPage Layout


• How to lay out the different report components on a page to obtain a clear, professional look to your reports. – Positioning report components– Using Report Manager to structure

report layout– Hiding and displaying report

components



• Positioning Report Components– Relative positioning– Aligning blocks and cells– Displaying delimiters– Positioning components using the

grid



• Using Report Manager to structure report layout– Organizing the report in Report Mgr– Formatting components in Report

Mgr– Naming components in Report Mgr



• Hiding and displaying Report Components– Manually hide or display– Set up condition which determines

whether hidden or displayed



Breaking Up DataBreaking Up Data


• How to break up the data in tables and crosstabs and how to make and display simple calculations in tables and crosstabs



• Working with breaks– What is it?– Insert and remove breaks– Formatting breaks



• Formatting Breaks– Showing headers & footers– Folding breaks– Merging Cells– Value-based breaks

• Organizing multiple breaks• Managing breaks over multiple

pages



Formatting Sections, Formatting Sections, Tables, and CellsTables, and Cells


– How to format sections in a report and how to format the cells, rows and columns that make up tables and crosstabs.

Formatting S,T, & CFormatting S,T, & C


– Demonstration Formatting Sections Formatting Tables Formatting Cells



– Using hyperlinks in BO reports



Q & AQ & A

Thank you for your time!

vanderbilt business objects users group 1 reporting techniques & formatting beginning &...

Documents

structure report layout

page layout view

grid page layout slide

report tab

existing report

new report

report manager

workspace slide