web intelligence training_cargill v1

7/31/2019 Web Intelligence Training_Cargill v1

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2002 IBM Corporation

Presentation Subtitle

Subtitle Second Line

Business Objects XIWeb Intelligence Training

PricewaterhouseCoopers


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Agenda


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Discussion to ETL Stage

KPI and DimensionDiscussionsleading to

the list of shortlistedKPIs

Shortlisted

KPIsmapped

againstthe

Functionand

Dimensions

Data Modelingdone on

the basis of

KPIsand the

commondimensions

Extraction,Transformation

and Loadingfrom SourceTables to the

Data-warehouse


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Universe Creation to Report Development

Modification in Universeproperties to cater toReporting/Dashboard

needs

Report Creation

as per the reqd.format

Arrange theMeasures andDimensions in

Folders

Adho

cPan

el

Dash

boar

d


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Agenda


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Web Intelligence

Web Based Reporting environment. On the fly reporting , without any thick client.

Simply use the URL for Info View from any where in the network.

To go to the ad-hoc panel:

Enter the user credentials and click Document List

After that, click New, then select Web Intelligence Document

A list of Universe names would appear. Select the Universe relevant to the analysis

If prompted for a Java Warning-Security message, click No

The ad-hoc panel would appear for analysis with all the measures (i.e. KPIs or Facts) as

well as the dimensions on the left panel (arranged in folders)


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Universe

Business representation of the organizations data that helps end users access datausing common business terms (thereby isolating them from the technical details of thedatabase

Collection of KPIs (facts) and dimensions in folder like structure Every KPI and its related dimension(s) is associated to a Universe. Conversely, every

Universe has one or more KPIs (and their related dimensions)


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http://admptn039m:8080/InfoViewApp/logon.jsp

Steps to go to the ad-hoc Panel
http://admptn039m:8080/InfoViewApp/logon.jsphttp://admptn039m:8080/InfoViewApp/logon.jsp


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Steps to go to the ad-hoc Panel


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Web Intelligence Report panel

A object represents data that provides the basis for analysis in a report. Both KPIs andDimensions are known as Objects in Web Intelligence parlance

Drag(or double-click) objects to be filtered(Query filters limit the data returned by a query to a document. The WebIntelligence returns only the values that meet the query filter applied.)

Drag(or double-click) objects to be selected( Only the objects [i.e.

dimensions/KPIs] selected here would be available for ad-hoc analysis.At any time during the analysis, more objects could be dragged ordropped from this pane)


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WebI Reports output

In the default format of the report, the KPIs and dimensions are arranged in the

order they are picked in the report panel.


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Save a WebI Report

Select the

Folder

The document saved in the Public Folder will be visible to every user. The document saved in the My Favorites folder will be only visible to

the user who created that report.


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Objectives : To create a new Web Intelligence Document. To build & work with queries. To apply Query Level Filters. To save a new Web Intelligence Document.

Exercise

1) Log on to the WebI portal, select the common relevant dimensions valuesfor Primary Sales Quantity and SNOP Budget Sales. The dimensions

areTime, Product, Region, Source Location and Physical Location. Also

selectPrimary Sales Qty and SNOP Budget Sales Qty. Apply a query filter to take

the values only for Sales Type=3 . Also make a query prompt askingthe userTo enter the Group Product of his choice

2) Drop the default report and create your own report by dragging andDropping the dimensions and KPIs in the ad hocpanel

3) Save the report in your own personal folder in the Server


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Agenda


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Report Level Filter

Filter applied on the Fiscal Year2011 only.

Note: The filter at thequery filter panel does aselection at the databaselevel, whereas the filter atreport level does aselection after thevalues are picked up fromthe database


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Objectives : To apply multiple Report Level Filters. To change the default and Clause to or Clause

Exercise

In the Report generated in the previous query,apply report level filter to Display values only for Fiscalyear =2011 and Month code=Sep, Oct and Nov AlsoDisplay value only forPrimary Sales Qty>0


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Break Report

Break onSales

Region


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Section Report

Sectioning of Reports Navigation across Sections


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Report Level Calculations


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Objectives : To organize data using Breaks & Sections. To do sub-totaling using Breaks To apply Report Level Calculations (average, count etc.)

Exercise

Contd. From the previous exercises:

1) Do a sectioning on the Months and a break on the Region

2) Do a sub-totaling on the Region to view the Primary Sales QtyRegion-wise

3) Find out the average Group Product-wise sales quantity


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Database Ranking

A Database ranking allows you to specify a ranking at the query and database levelso thatthe returned to the Web Intelligence by the query is already ranked.


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Report Level Sorting


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Objectives : To apply Report Level Sorting (ascending, descending as well as custom

sorting) To apply Database Ranking.( Top / Bottom ) To view and make changes in the reports in View Structure Mode

Exercise


1) Apply a report level sorting on the Primary Sales Qty2) Apply a Database Ranking to find out the top 3 and

bottom 3Regions w.r.t. the Primary Sales Qty


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Cross Tab Reporting


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Objectives : To populate dimensions horizontally and vertically using cross-tab reporting

format To populate measures/KPIs across the dimension combination

Exercise


1) Insert another report in the same panel.2) Make a cross tab report with year and month along the vertical axis and

regionsAlong the horizontal axis. Find the actual collections for the combination of

theseDimensions. Also show the budgeted collections for each Region.3) Merge the cells where required using the View Structure mode


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A user can use drill to navigate through hierarchical levels of detail.

Users can Drill-up to reach more summarized data and Drill-down on

a hierarchy to reach to greater levels of detail.

Drill up and Drill down


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Drill up

Drill down

Drill up and Drill down (Contd.)


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Structure Mode without Data shows theskeleton structure of the report.Changes in report structure andformatting may be quickly done in thismode

View Structure Mode


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View Structure Mode

Filters can be

applied at thesection, block orreport level


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Objectives : To navigate across hierarchies (drill-up, drill-down and drill-by) using the

Drill functionality

Exercise


1) Click the drill option and do a drill-up/drill-down on thedimensions


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Agenda


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Report Variables

Variables are used to do report level calculations. Variables may be used in some other variables. Thus any complex calculation

may be broken down into multiple variables and used in the report


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Objectives : To create variables using the available functions and operators in WebI. Use the variable for ad-hoc analysis

Exercise


1) Create a variable for the Variance measure (difference betweenBudget

Sales Qty and Actual Sales Qty).2) Create a variable for the variance % (=Variance/Budget). The

valueShould be 0 if the budget is 0


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Alerter (Conditional Formatting)

Similar to Conditional Formatting in Excel


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Exercise


1) Create an alerter which shows the figure for variance (calculatedin

the previous exercise ) in red and within parenthesis for all negativevalues

2) Deselect the alerter

Objectives : To create alerters for a measure.


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Agenda


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Report Charts


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Objectives : To create Alerters Apply the Alerters created to the respective column To convert the report into charts To change the chart formats as required.

Exercise


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Canned Reports

Canned Reports are pre-defined reports available to the users (in a ready-to-use) format.Typically canned reports are created where there is additional complexity involved in the

calculations or a report needs to be presented to the users in a custom-made format


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Objectives : Test everything learnt in the session

Exercise


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?


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THANK YOU!!

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