23949067 Webi Training Manual

8/12/2019 23949067 Webi Training Manual

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Introducing Web Intelligence

Getting Started with InfoView

Managing documents in InfoView

Introduction

When the number of documents saved in your Favorites or in your Inbox becomestoo large to be easily manageable, documents can be assigned to folders andcategories, to make them easier to find. The section below reviews how to createfolders and categories to organize your documents. dditional information aboutmanaging the document lists within these folders and categories is also detailedbelow.

fter com!leting this unit you will be able to"

#anage folders and categories.

#anage documents in folders and categories.

dd a hy!erlink.

Managing folders andcategories

Creating a new folder

Folders are a way of classifying and organizing your documents. In the Info$iew%avigation &anel, you can create new folders to organize your documents. 'e!ending onthe access rights granted you by the (usiness )b*ects +nter!rise administrator, you mayalso be authorized to create new folders in &ublic Folders.

To create new folders

1. In the %avigation &anel, click to ex!and My Folders.

-. lick the Favoritesfolder./. lick the Newbutton on the %avigation (ar.

0. elect Folderfrom the dro!2down list.

The reate a %ew Folder !age o!ens in the Works!ace &anel.

3. Ty!e 4Submitted Business4 in the FolderNamefield.

5. Ty!e something in the 'escri!tion field.

6. Ty!e something in the Keywordsfield.


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7. lick K.

The new folder a!!ears in the %avigation &anel. 8ou can now save documents or otherob*ects to this new folder

.

%ote" 8ou may need to click the 9efresh button in order for the new folder to show.

Co!ying and moving documents andfolders

:sing the Works!ace &anel and %avigation &anel toolbars, you can co!y and movedocuments and folders to new locations. 8ou can co!y a document into a different folderand also co!y a sub folder into a different folder. When you move a document or folder,it is deleted from its original location.


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To copy documents and folders

1. In the %avigation &anel, click to ex!and the "ublic Folders.

-. elect the #eb Intelligence Sam!lesfolder.

/. elect the #eb Intelligence Sam!ledocument in the document list by selectingthe check box by the document name.

0. lick the rgani$ebutton from the Works!ace &anel toolbar located above thedocument list.

3. elect Co!y to a New Folderfrom the )rganize dro!2down menu.

The o!y !age o!ens in the Works!ace &anel.

5. elect the Sales Figuressub folder within My Folders % Favoritesas the co!ylocation.

6. lick K.7. In the %avigation &anel, select the Submitted Business folder.

;. lick the &efreshbutton on the %avigation toolbar.

The co!ied document dis!lays in the folder


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The o!y !age dis!lays in the Works!ace &anel.

1-. elect Favoritesas the location for a co!y of this folder.

1/. lick K.

co!y of the folder, including all of the ob*ects within the folder, is now located withinyour Favorites folder.

To move documents

1. elect the check box before the co!ied #eb Intelligence Sam!ledocument inFavorites > o!y of ales Figures.

-. To move the document to a new folder, click the rgani$ebutton.

/. elect Move to New Folderfrom the )rganize dro!2down menu.

The #ove !age o!ens in the Works!ace &anel.


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0. elect your Favoritesfolder as the new location for the document.

3. lick K.

The document has been moved to the new folder and removed from the old folder.

'eleting documents and folders

8ou can delete documents and folders by using the 'elete button on the %avigation&anel toolbar for folders and on the Works!ace &anel toolbar for documents.

To delete documents and folders

1. In the %avigation &anel, click to ex!and your Favorites.

-. elect the Co!y of Sales Figuressub folder within your Favorites folder./. lick the 'eletebutton on the %avigation toolbar.

dialog box dis!lays to confirm that the folder is to be deleted.


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0. lick K.

The Folder and all of the ob*ects contained in the folder have been deleted.

Creating categories

ategories are a way of organizing documents. category dis!lays only the documentsthat have been assigned to it, rather than the entire list of documents that are availableto you. This makes it easier to sort and find documents in document lists.(y creating categories that are a!!ro!riate to your business, you create a filing system,

in which each category contains documents related to a certain as!ect of your business,such as marketing, or sales.

In this section, you will learn how to create a new !ersonal category, as well as how toadd a document to an existing category.

To create a personal document category

1. elect the Show Categoriesbutton from the %avigation &anel toolbar.

The %avigation &anel view switches to dis!lay categories.

-. elect "ersonal Categoriesas the location for your new subcategory.

/. From the %avigation (ar, click Newto view the dro!2down menu.

The list of available o!tions dis!lays.


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0. elect Categoryfrom the %ew menu.

The reate %ew ategory !age dis!lays.

3. Ty!e 4My Sales 'ocuments4 as the name of the new category you want to createin the ategory %ame field.

5. In the 'escri!tionfield, ty!e 4eFashion sales documents4.

6. Ty!e 4Sales4 in the Keywordsfield.

7. lick K.

The new subcategory dis!lays in the %avigation &anel within &ersonal ategories.

%ote" The same !rocess should be followed to create or!orate ategories andsubcategories. ?owever, access to this functionality is determined by your (usiness)b*ects +nter!rise administrator.


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Managing documents in foldersand categories

:sing Info$iew, you can save documents to folders and categories. 8ou can also use

Info$iew to" search for s!ecific documents.

create a shortcut to a document.

filter documents in a list

Saving documents to !ersonal foldersand categories

8ou have multi!le o!tions for storing ob*ects in a category or folder. 8ou can move andco!y ob*ects to a folder or category, as reviewed earlier in this lesson. )r you can o!en aWeb Intelligence document and use the ave s feature to save the document to a newfolder or category location. For exam!le, you can o!en a Web Intelligence documentfrom your Inbox folder, and save it to a designated &ersonal ategory.

This o!tion is not available when viewing rystal 9e!orts in Info$iew. ?owever, they canbe ex!orted in different file formats using the document toolbar.

To save a Web Intelligence document in a personal category

1. )!en the Sales Figures folder within the #y Folders > Favorites folders.

-. )!en the #eb Intelligence Sam!le document from the list of ob*ects.

The document o!ens in the Works!ace &anel.

/. lick the 'ocumentdro!2down arrow on the document toolbar to view the menu.

0. elect Save asfrom the menu.

The ave )!tions !age o!ens


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3. Ty!e 4#eb Intelligence 'rill4 in the Title field.

5. Ty!e 4'rillable orders re!ort4 in the 'escri!tion field.

6. elect the checkbox &efresh on o!en.7. lick to ex!and the Categorieslist.

;. elect My Sales 'ocuments from the list of &ersonal ategories as the locationwhere you want to save the document.

1=. lick K.

The document has been saved as an ob*ect in the #y ales 'ocuments category.

Searching for documents

The earch feature in Info$iew enables you to search for documents within categories orfolders by the ob*ect title, keywords, or all fields. There is also an advanced searchfeature that allows you to be more s!ecific in your search criteria.

To search for documents in InfoView

1. )n the %avigation (ar, ty!e 4Sales4 in the Search (itlefield.

-. lick the )*ecute searchbutton.


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ny ob*ect with the word 4ales4 in the title dis!lays in the Works!ace &anel.

To search using complex search criteria1. lick the Search titledro!2down arrow and select +dvanced Search.

The dvanced earch !age o!ens.

-. elect the "ublic Foldercheckbox to search by location.

/. +nter #eb Intelligencein the Search by (itle field.

0. lick Search.

ny documents located in the !ublic folders having the word Web Intelligence in the titleare dis!layed.

Filtering documents in a list

(y default, all documents and ob*ects that you have access to view are dis!layed in yourfolder and category views. If you want to tem!orarily limit the ty!e of ob*ects dis!layedto im!rove search ca!abilities, you can add a Filter. !!lying a Filter to your ob*ect listsallows you to view only ob*ects of a certain ty!e. The various ob*ect ty!es that can befiltered to include Web Intelligence documents, 'eskto! Intelligence documents, rystal9e!orts, +xcel, &ower &oint, !rogram ob*ects, ob*ect !ackages, and text files.

To filter documents in a list1. lick the Feature Sam!lesfolder within the "ublic Folders.

-. lick the Filterdro!2down button on the Works!ace &anel toolbar to view theavailable filter ty!es.


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/. elect +dobe +crobat as the filter ty!e from the menu.8ou have filtered the (usiness )b*ects Feature am!les folder to only dis!lay dobecrobat documents.

0. To remove the filter, select +ll (y!esfrom the Filterdro!2down menu.

Creating a shortcut to a document


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hortcut is an ob*ect that !oints to another document in a different folder. 8ou cancreate shortcuts as o!!osed to co!ying and moving documents from one folder toanother.

To create a shortcut

1. lick to ex!and "ublic Folders.-. elect the check box in front of the #eb Intelligence Sam!ledocument located inthe #eb Intelligence Sam!lesfolder.

/. lick )rganize on the Works!ace &anel toolbar to access the dro!2down menu.

0. elect +dd Shortcutsto a new folder from the menu.The hortcut !age o!ens in the Works!ace &anel.

3. elect the Favoritesfolder within My Foldersas the location for the shortcut.

5. lick K.

shortcut to the document is now located in the Favorites document list. electing theshortcut from the document list will o!en the document.


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.

+dding ahy!erlin,

8ou can add a hy!erlink to Info$iew to easily access websites. The hy!erlink is stored asan ob*ect and saved in your folders or categories.

To add a hyperlink

1. lick the Newdro!2down button on the %avigation (ar to activate the menu.

-. lick -y!erlin,from the list.

The reate a %ew ?y!erlink !age dis!lays.


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/. +nter 4Business b.ects #eb Site4 in the (itlefield.

0. +nter 4(echnical su!!ort and !roduct information4 in the 'escri!tionfield.

3. +nter 4htt!/00www1businessob.ects1com4 in the 2&3field.

5. elect your Favorites%Submitted +!!licationsfolder as the location for thehy!erlink.

6. lick K.

The hy!erlink has been saved to the folder and is listed as an ob*ect in the document list.

Viewing a #eb Intelligence document inInfoView

Introduction


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In Info$iew, you can view documents that were created with Web Intelligence, 'eskto!Intelligence, )@& Intelligence and rystal 9e!orts if the system administrator hasauthorized you to view that format, as well as documents created with other non2(usiness )b*ects a!!lications.


A )!en and view a Web Intelligence document.A 9efresh the data in a Web Intelligence document.

A &rint a Web Intelligence document when viewing it in &'F format.

A lose a Web Intelligence document.

Viewing #eb Intelligencedocuments

To open a Web Intelligence document1. )!en the #eb Intelligence Sam!les folder within the &ublic Folders folder.

-. )!en the #eb Intelligence Sam!le document from the list of ob*ects.

%ote" To o!en the document, single2click on the document name. licking on thedocument name o!ens the most current version of the re!ort.

The document o!ens in the Works!ace &anel.

/. lick the -ide the Navigation "anelarrow to view the Web Intelligence documentin the full Info$iew window


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0. lick the 'ocumentdro!2down arrow on the document toolbar to view the menu.

This menu allows you to close and save the document. If you are authorized to createand edit Web Intelligence documents in one of the re!ort !anels, the +dit o!tion a!!earson the 'ocument menu as well.

.

3. lick the Viewdro!2down arrow on the document toolbar to view the menu.

This menu allows you to view the document in different modes" &age mode, 'raft mode

and &'F mode. It also allows you to dis!lay the @eft !anel


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5. If the @eft !anel o!tion is not already selected, click 3eft !anelon the $iew dro!2down menu.

The @eft !anel o!ens in the Info$iew Works!ace, next to the document you are currentlyviewing

The @eft !anel is com!osed of the"

%avigation #a! !ane

This !ane lists the different re!orts that are included in the document, and the sectionswithin each re!ort.

:ser &rom!t In!ut !ane

If you are viewing a document that !rom!ts you to select the values you want to a!!earin the re!ort, a list of the values you have selected a!!ears in this !ane.

Find !ane

This allows you to s!ecify search criteria for navigating to s!ecific data in the document.

(y default, the %avigation #a! !ane a!!ears automatically in the @eft !anel.

6. In the %avigation #a! !ane, click 4next to therders by Countryre!ort.

The re!ort folder ex!ands and dis!lays all the sections organized in the )rders byountry re!ort


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7. %avigate the re!ort by clicking on Italyin the Brou! Tree.

The re!ort re!ositions to show the details on Italy.;. lick on 2S+in the table.

The re!ort navigates to show the : section of data.

.

&efreshing a #ebIntelligence document

When you refresh a Web Intelligence document it retrieves the data from the databaseand returns the u!dated values to the re!ortCsD.

8ou can u!date the data in a document while kee!ing the same !resentation and

formatting.

%ote" 8ou can modify the data dis!layed in a document if you are authorized to createand edit documents using one of the Web Intelligence re!ort !anels, and if you have aconnection to the data source. 9efreshing the document does not change the Euerydefinition used to create the document it merely retrieves the most recent data from thedatabase that corres!onds to the underlying Euery.

8ou can refresh documents in the following ways"A #anually, whenever you choose

A +very time you or another user o!en a document

To refresh a document manually

1 ontinue viewing the#eb Intelligence Sam!ledocument.

- lick 9efresh 'ata from the toolbar in an o!en document.

The data is u!dated in the document.

To refresh a document every time it is opened


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(y default, this o!tion is not selected so that users will always see the original data thatwas retrieved when the document was created or last refreshed, and which was stored inthe document when it was saved.

To see the most recent data available in the database, users can refresh the documentmanually when they o!en it. )r you can choose to select this o!tion to ensure that the

data is u!dated automatically each time the document is o!ened.1. From the 'ocument menu, click Save as.

-. heck the 9efresh on o!en box when saving the document.

.

"rinting a #eb Intelligence

document

To !rint Web Intelligence documents, you need to dis!lay the document in &'F formatand !rint it from crobat 9eader. To ensure Euality !rinting, never !rint using thebrowser !rint button.

1. If you are viewing a Web Intelligence document in ?T#@ or Interactive modes, clickView % "'F to switch to the &'F format !rior to !rinting.


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-. lick "rintfrom the &'F Toolbar Cnot the browser !rint buttonD.

%ote" +ach re!ort within the Web Intelligence document will need to be !rintedindividually.

/. lick ancel to cancel the !rint !rocess.

Closing a #eb Intelligencedocument

To close the Web Intelligence document, you can either select the Closeo!tion on the'ocument menu, or click the 5button in the u!!er right2hand corner of the Works!ace&anel.licking any of the folders or categories in the %avigation &anel will immediately re!lacethe o!en document with the list of documents contained in that folder or category,effectively closing the document.

Customi$ing InfoView

Setting InfoView "references

Introduction

Info$iew !rovides you with the ability to determine your !references for viewing and

creating documents. From the &references !age, you can alter Info$iew general !references,document viewing !references for Web Intelligence, 'eskto! Intelligence and rystal9e!orts documents, and change your !assword.


et general Info$iew !references.

et Web Intelligence !references.

hange your Info$iew !assword.

Setting general InfoView

!references

(o set general InfoView !references

1. lick the "referencesbutton on the %avigation (ar.

-. elect the Generaltab to view the !age.

The Beneral !references !age dis!lays.


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From the Beneral !references !age, you can modify the following o!tions"A The initial view that dis!lays after logging onto Info$iew includes the ?ome !age, #y Info$iew,

Favorites, your Inbox, or a s!ecified folderGcategory.

A The maximum number of ob*ects dis!layed on each !age.

A For each document list, you can determine which document !ro!erties are dis!layed, includingthe descri!tion, owner, date, instance count, and actions. 8ou can change where documentsare viewed" either in the Info$iew window or in se!arate browser windows.

A @anguage and time zone settings are also determined on this !age.

+bout document !referencesin InfoView

Web Intelligence, 'eskto! Intelligence, rystal 9e!orts and )@& Intelligence documents allhave different view o!tions that can be set as default. The default will determine the viewthat is a!!lied when a document is first o!ened. The view format can always be changedafter the document has been o!ened.

In general, the different views are aimed at satisfying one of two things"


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6uality in Viewing2 These o!tions are aimed at users that !rimarily viewthe re!orts over the web. These formats are not ideal for !rinting. Web Intelligence!rovides ?T#@ and Interactive modes that are intended for users that usually look atre!orts online. The 'eskto! Intelligence and rystal 9e!ort formats are all very similar intheir view out!ut.

6uality in "rinting2 These o!tions are aimed at users that !rimarily !rinttheir re!orts. These re!orts will !rint exactly as they a!!ear on the screen and !rovidemuch better !rint Euality than ?T#@. Web Intelligence !rovides &'F for the users that will!rimarily !rint their documents. The 'eskto! Intelligence and rystal 9e!ort documentformats are all very similar in their out!ut and will all !rint to a !rinter as they a!!ear onscreen.

etting the s!ecific Web Intelligence view o!tions is covered in the next section.

Setting #eb Intelligence

!references

The Web Intelligence 'ocument !age in Info$iew !references allows you to set a number ofo!tions that define"

A ?ow you view Web Intelligence documents in Info$iew.

A Which interface you will use to create Web Intelligence documents.

A ?ow you will !erform multi2dimensional analysis in Web Intelligence documents.

+bout #eb Intelligence viewing settings

Info$iew !rovides a number of formats for viewing Web Intelligence documents. 8ou candefine one viewing format as the default o!tion for your user account, by setting thea!!ro!riate o!tion in the Info$iew &references !age.

8ou can choose to view Web Intelligence documents in the following formats"

A -(M32 useful if you want to navigate re!orts to view results, and refresh the re!ort data tosee the latest figures. $alues dis!layed in re!ort tables and charts are static.

A Interactive2 useful if you want to filter, sort, add sim!le calculations or drill on the valuesdis!layed in the re!orts. This feature will be !resented in detail later in this course.

%ote" The availability to use this feature de!ends on how Info$iew was installed and what userrights you have. sk your administrator if you have the rights to this feature.

A "ortable 'ocument Format 7"'F82 useful if you want to !rint a document or save thedocument to share with someone who does not have access to Info$iew or Web Intelligence.


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8ou can ex!eriment with all of the formats described by changing the default view o!tions inInfo$iew. The settings that are most a!!ro!riate for you de!end on your organization


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0. lick the Select a format locale dro!2down arrow to see the list of the different formatsyou can select to view Web Intelligence documents.

The default setting,2ser interface localeindicates that the locale settings and language

of the Info$iew and Web Intelligence software will also determine the locale settings forviewing documents.

3. In the #hen viewing a documentzone, select the o!tion most a!!ro!riate for yoursituation"

A elect 2se the document locale to format the dataif you want to always view WebIntelligence documents in the language and locale settings that were used when thedocument was created.

A elect the 2se my formatting locale to format the dataif you want to always view WebIntelligence documents with the language and locale settings defined on your workstationsettings.

+bout #eb Intelligence re!orting anddrilling settings

The remainder of the settings on the Web Intelligence 'ocument !references !age allow youto set o!tions for creating, drilling and saving to +xcel Web Intelligence documents. We willcover these settings in details in later @essons in this course..


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Changing your!assword

dditional Info$iew o!tions can be tailored to your reEuirements in the &references !ages.

hanging your !assword on a regular basis ensures that no one else can access the systemusing your identification credentials.

This next section describes how to change your Info$iew !assword.

To change your password

1. From the Info$iew ?ome !age, click the &references icon on the %avigation (ar.

-. lick the &assword tab at the to! of the !age to set new !assword o!tions.

The &assword !age o!ens.

/. Ty!e your current !assword in the )ld &assword text box.

0. Ty!e the new !assword in the %ew &assword and onfirm %ew &assword text boxes.3. lick ubmit.

8our Info$iew !assword has been changed. The next time you logon to Info$iew, you willneed to enter this new !assword.

Ti!" 'ocument your new !assword in a safe location so that you will remember it when loggingin again.

Creating an InfoView dashboard with MyInfoView

Introduct


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ion#y Info$iew is a !age in Info$iew that you can customize to fit your own needs. (y default,the #y Info$iew !age is blank. 8ou can customize this !age so that it dis!lays the im!ortantinformation you would like to see on a regular basis in the form of dashboards. 8ou can set#y Info$iew to be the !age dis!layed as your initial view when logging onto Info$iew in the

&references screens.


ustomize the #y Info$iew !age.

et the new #y Info$iew !age as your default view when you log on to Info$iew.

Customi$ing MyInfoView

The #y Info$iew !age allows you to dis!lay information from a variety of sources in a single

web !age by adding dashboards. 'ashboards are different !anes of information in yourbrowser window and on the #y Info$iew !age. They are useful to view information fromdifferent data sources at the same time.From Info$iew, you can access the design screen which allows you to create dashboards for#y Info$iew. 8ou can create one or more 'ashboards for #y Info$iew to dis!lay such thingsas ob*ects, websites, re!orts or documents.

To customize My InfoView

1. lick My InfoViewon the %avigation (ar.

The #y Info$iew !age as it a!!ears by default o!ens in your Info$iew window.


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-. elect a tem!late from the available tem!late icons. For this exercise, select the (hree&owstem!late.

tem!late that includes three horizontal dashboards dis!lays. The tem!lates include framesthat determine the layout of the ob*ects in your dashboard. +ach box in the tem!late framecan contain one ob*ect.

+ach dashboard has a toolbar that can be used to o!en the ob*ect in the dashboard or tomodify the dashboard !ro!erties. The toolbar buttons are defined in the table below.

'ashboard(oolbar Button

'efinition


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9eo!en the dashboard ob*ect in a new window. 'ashboard ob*ect refers tothe document or content contained in the dashboard.

!lit the dashboard vertically.

!lit the dashboard horizontally.

)!en the 'ashboard &ro!erties box.

lose the dashboard. This also deletes the dashboard from the !age. Torecover the dashboard, it would have to be recreated.

/. lick 'efineContentin the first row to create content for the first dashboard.

The 'ashboard &ro!erties box o!ens for the first dashboard.


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0. $erify that the #eb +ddresso!tion is selected.

3. +nter the following :9@ into the text box,

htt!/00www1businessob.ects1com1

5. In the -eaderarea, ty!e 4Business b.ects #ebsite4 in the a!tion text box.

6. In the Footerarea, ty!e 4(echnical Su!!ort #ebsite4 in the a!tion text box.

7. lick K.The #y Info$iew !age o!ens with the selected web site dis!laying in the first dashboard.

;. lick 'efineContentin the second row to create content for the second dashboard.

The 'ashboard &ro!erties box o!ens for the second dashboard.

1=. lick the b.ect o!tion.

11. From the &ublic Folders > Web Intelligence am!les folder, select the #eb IntelligenceSam!ledocument.

1-. Ty!e 4#eb Intelligence &e!ort4 in the -eader Ca!tiontext box.

1/. lick K.

The #y Info$iew !age o!ens with the selected document ob*ect dis!laying in the seconddashboard.

Ti!" When adding a document ob*ect to a dashboard, an additional toolbar dis!lays which allowsyou to save, refresh and navigate the document.

10. lick 'efineContentin the third dashboard to add a list of documents.

The 'ashboard &ro!erties box o!ens for the third dashboard.

13. elect the b.ect o!tion.

15. elect "ublic Foldersfrom the list of available ob*ects.

16. lick K.

The &ublic Folders tree dis!lays in the third dashboard. %avigation dro!2down list allowsyou to navigate through the sub folders to locate and o!en documents.

17. lick the Savebutton in the u!!er2right corner of the #y Info$iew window. The defaultlocation for your saved #y Info$iew !age is your Favorites folder.

Ti!" If you do not save your customized #y Info$iew, you will lose all of your changes.

)nce you have customized and saved your #y Info$iew !age, you can set this !age to o!enas your initial view after logging onto Info$iew.

To set My InfoView as the initial view

1. In the toolbar in the Info$iew window, click "references.

-. In the My initial viewisarea of the Beneral &references !age, select My InfoViewto setthe dashboard as your initial view.

/. lick K.

The customized #y Info$iew !age now o!ens as the first !age that a!!ears when you logonto Info$iew.

0. lick the 3ogoffbutton on the %avigation (ar.3. om!lete the fields on the 3og n!age and log back onto Info$iew.

The Info$iew window o!ens and dis!lays #y Info$iew as the initial view.


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Creating #eb Intelligence 'ocuments with 6ueries

Getting new data with #eb Intelligence

Introduction

In order to retrieve new data from your cor!orate data sources with Web Intelligence, youcan either create a new Web Intelligence document, or edit the Euery associated with anexisting document.

reating a new document involves two ste!s"

hoosing a (usiness )b*ects universe that the document will use as its datasource.

:sing the Web Intelligence 9e!ort &anel to create a Euery that will determinewhich data is extracted from the universe and how that data is formatted.


'escribe the Euery !rocess.

'escribe the universe used in this course to retrieve data.

+bout the 9uery

!rocess

:sing one of the Web Intelligence re!ort !anels, you construct a business Euestion thatre!resents the information you need.

This Euestion is sent in the form of a Euery to the (usiness )b*ects +nter!rise server, wherethe data is retrieved and stored on the server in a data !rovider. The contents of the data!rovider are then !ro*ected into a Web Intelligence re!ort in the form of tables, crosstabsand charts so that you can analyze the data.


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2niverses andob.ects

Web Intelligence makes it easy for you to access your cor!orate data by enabling you towork with familiar business terms rather than technical H@ Ctructured Huery @anguageDcode.Web Intelligence uses universes to achieve this. (usiness)b*ects universe is the semanticlayer that ma!s everyday terms that describe your business environment to data stored in

the database.:sing a universe, you can retrieve the data that interests you sim!ly by dragging anddro!!ing the desired ob*ects.In your com!any or organization, universes are created by a universe designer, using(usiness)b*ects 'esigner. The designer then makes the universes available to you andother users in your organization, so that you can select the a!!ro!riate business terms tocreate Eueries and retrieve data from the database.Within each universe, these business terms are listed as 4ob*ects4, while similar ty!es ofbusiness terms are grou!ed into 4classes4.

b.ects re!resent a selection of data

)b*ects are elements in a (usiness)b*ects universe that corres!ond to a selection of data inthe database. )b*ect names are often the same business terms that you use in youreveryday activity, such as sales revenue, or customer name. 8ou use these ob*ects to buildEueries and retrieve the data you want to show in your re!ort.


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2niverse used inthis course

The universe used in this training course, eFashion, is an exam!le of a data warehouse for acom!any that runs a chain of retail stores.:niverses are made u! of classes and ob*ects.)b*ects are elements that ma! to a set of data in a relational database, but using businessterms. For exam!le, some of the ob*ects in the eFashion :niverse include tate, ity, andtore name.lasses are logical grou!ings of ob*ects.


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There are three different ty!es of ob*ects.

'imension2 #a!s to character2ty!e data or dates. Items that you would grou! dataon are usually defined as dimensions.

'etail2 #a!s to information that you might want to see in a re!ort, but does not formthe grou!ing in the Euery. For exam!le, the tele!hone numbers for stores.

Measure2 9etrieves numerical data that is the result of calculations on data in the

database and re!resents a dynamic aggregate. For exam!le, ales revenue is basedu!on Huantity old x :nit &rice.

:niverses can also include !redefined Euery filters.

6uery Filter2 9estricts the information returned by ob*ects, such as limiting dataconcerning revenue to a s!ecific year. Filters can also !rom!t the !erson viewing there!ort to select a value, such as the Euery filter 4Which !roduct4

Creating a new #eb Intelligence document

Introduction

%ow that you know the differences between the re!ort !anels and how to select which9e!ort &anel to use, you are ready to create a new document.

fter com!leting this unit, you will be able to"A reate a new Web Intelligence document.

A elect the data source you want to use to retrieve data.


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A (uild the Euery to retrieve the data that interests you, using the Java 9e!ort &anel.

A ave the new Web Intelligence document.

Creating a new #eb Intelligence document usingthe :ava &e!ort "anel

The Java 9e!ort &anel is com!osed of two se!arate !anels"A the +dit Huery view

A the +dit 9e!ort view

8ou use these !anels together to build Eueries and !resent the data returned by the Eueryin a re!ort. When you are ready to save, the following information is associated with the newWeb Intelligence document"

A the Euery definition

A the data returned by the Euery

A one or more re!orts

A one or more blocks of data Ctables, chartsD !resented in the re!ortCsD, and theformatting you have a!!lied to the blocks

To create a new document using the ava !eport "anel1. )n the Info$iew %avigation (ar, click the Newdro!2down menu.

-. elect #eb Intelligence 'ocument from the menu.

The 'ata election !age dis!lays in the )b*ects area. From this !age, select the universereEuired for your Euery.


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/. lick Submitted Businessfrom the list of universes.

%ote" The Java a!!let downloads if this is the first time you are creating a document using the Java9e!ort &anel. Java security !rom!t box may a!!ear if you have logged in and out of WebIntelligence, click 8es to continue.

The Java 9e!ort &anel +dit Huery view dis!lays. The classes and ob*ects that reference theselected data source are dis!layed in the 'ata tab of the +dit Huery view.


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To build the Euery, you sim!ly move the ob*ects you want in your re!ort from the 'ata tabto the 9esult )b*ects !ane.

&redefined Euery filters allow you to restrict data returned by the Euery.

To build a #uery in the ava !eport "anel$1. In the 'ata tab, click to ex!and the Submitted +!!lication Informationclass to view

the ob*ects in the class.-. lick and drag the +!!lication "olicy Number; +!!lication "olicy "refi* and "lan

Namedata ob*ects into the &esult b.ects!ane.

%ote" 8ou can also double2click on the ob*ect to move it into the 9esult )b*ects !ane.

The selected ob*ects dis!lay in the 9esult )b*ects !ane as shown below.

/. lick to ex!and the +mount Measurements for +!!licationclass.

0. 'ouble2click the Face +mount; +nnual "remium +mount ob*ect to add it to the &esultb.ects !ane.


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3. lick &un 6ueryon the toolbar.

The Euery is executed and the data returned is dis!layed in a new re!ort in the +dit 9e!ortview. The values returned by the ob*ects you selected are !resented by default in a verticaltable.

5. Kee! this document o!en for the following exercises.


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Saving a newdocument

8ou can save a document that you have created with Web Intelligence as a cor!oratedocument in Info$iew. 8ou can save a cor!orate document to"

A "ersonal folders2 exclusively for your own reference and saved in #y Folders or &ersonalategories.

A "ublic folders2 for sharing with other users and saved in a &ublic Folder or or!orateategory.

'ocuments that you save to your !ersonal folders are saved in an area on the (usiness)b*ects server that is reserved for you. They are not saved on your workstation.

8ou can also save Web Intelligence documents to your own com!uter, in other formats foreasier sharing with non2Info$iew users"

A Microsoft )*cel S!readsheet2 useful if you want to combine the data in a Web Intelligencedocument with data from an +xcel s!readsheet.

A +dobe +crobat "'F2 ideal for !rinting and viewing.

To save a new document to a personal folder

:se the re!ort you *ust created for the following !rocedure.1. In the +dit 9e!ort view, click the Savedro!2down button on the 9e!ort &anel toolbar.

-. elect Save as111from the dro!2down menu.

The ave 'ocument dialog box o!ens.


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/. In the (itlefield, ty!e 4Sales &evenue &e!ort4 as the name of the document.

0. In the 'escri!tionfield, ty!e 46uarterly eFashion sales revenue re!ort for all years4as the document descri!tion.

3. @eave the o!tions below the Keywords text box un2selected.

(y default, the&efresh on o!eno!tion is not selected so that users will always see theoriginal data that was retrieved when the document was created or last refreshed, and

which was stored in the document when it was saved.

To see the most recent data available in the database, users can refresh the documentmanually when they o!en it. )r, you can choose to select this o!tion to ensure that the datais u!dated automatically each time the document is o!ened.

If you select the "ermanent regional formattingcheck box, it will override the user


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5. In the @ocation box, click to ex!and the My Foldersfolder, if the folder is not alreadyex!anded.

6. lick the Favoriteslink, to store this document in your Favorites folder.

7. lick to ex!and the Categories.

;. elect the check box for My Sales 'ocumentscategory under &ersonal ategories.

The com!leted ave 'ocument box a!!ears as shown below.

1= lick K.

The document has been saved to your Favorites folder and referenced in your #y ales'ocuments category. 8ou can now move or co!y this document to other folder locations inInfo$iew if reEuired.

%ote" Throughout the course you will be asked to save documents. ave these documents in yourFavorites folder for the course exercises.


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Modifying a document


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retrieved additional data from the database with your modified Euery, you need to !ro*ectthis new data into the block in your re!ort. This !rocess is called 4!ro*ecting data4 and isreviewed in the next section.

To pro%ect data into a tableontinue working with the re!ort from the !revious exercise.

1. lick the 'atatab of the 9e!ort #anager to view the ob*ects in your Euery


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%ote" If the toolti! 4'ro! here to re!lace a cell4 dis!lays, then you will re!lace the current columnwith the new ob*ect


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fter com!leting this unit you will be able to"A 'escribe the +dit Huery view toolbar buttons.

A $iew and modify the Euery !ro!erties.

A $iew, co!y or edit the H@ statements that generate the Euery.

A $iew and modify the user settings.

#or,ing in the )dit6uery view

The Euery that you used to create the Submitted +!!lications document is shown here"

s we have seen, the default dis!lay of the +dit Huery view consists of three se!arate!anes"

A the Huery #anager 'ata tab

A the 9esults )b*ects !ane

A the Huery Filters !ane

)ther +dit Huery view interface elements are described in the table below.

Button 'escri!tion

New 'ocument button 2 llows you to create a new document and build anew Euery.

)dit 6uery button > llows you to dis!lay the Java 9e!ort &anel llows you to dis!lay the Java 9e!ort &anel


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&un 6uery button > llows you to run the Euery you built and retrieve thedata from the database. The results of the Euery are dis!layed in a re!ort inthe +dit 9e!ort view.

&urge 'ata button 2 llows you to remove the data retrieved by one or more

Eueries from your document.

how :ser settings button 2 llows you to view and modify measurement and!ixel settings.

?el! button 2 llows you to access contextual hel! on the task you are tryingto achieve.

onfigure $iew button 2 llows you to show or hide the Huery #anager.

howG?ide Filter &ane button 2 llows you to show or hide the Huery Filters!ane.

howG?ide co!e of nalysis button 2 llows you to show or hide the co!e ofnalysis !ane.

dd Huery button 2 llows you to add a new Euery to the document.

dd Huick Filter button 2 llows you to a!!ly a filter on an ob*ect that isselected in the 9esult )b*ects !ane.

dd a subEuery button 2 llows you to run a subEuery to restrict the datareturned by the Euery.

dd a database ranking 2 llows you to use the database ranking feature toretrieve only to! or bottom values from the database.

dd a combined Euery 2 llows you to combine the data retrieved from morethan one Euery using the minus, union or intersection o!erator.

$iew H@ button 2 llows you to view, co!y and modify the H@ statementsused to generate the Euery.

#any of these features will be ex!lained in later lessons.

Viewing the 9uery!ro!erties

In the +dit Huery view, you can also view and modify the default Euery !ro!erties. The Euery!ro!erties can o!timize the time taken for the Euery to run, or the amount of data returned,set security o!tions, s!ecify the order of !rom!ts in the re!ort, and control !otentialambiguous Euery results.


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To view or modify the #uery properties$1. In the +dit Huery view, click the &ro!erties tab.

The &ro!erties tab dis!lays in the Huery #anager

The Euery !ro!erties o!tions are grou!ed together in sections.

-. lick the Fold02nfold arrows at the to! right of each section of the o!tions to ex!and orclose the !ro!erty grou!s.

/. #odify the Euery !ro!erties as reEuired.

The Euery !ro!erties sections are described in the table below.

Section 'escri!tion

Name(y default, each Euery in the document is named successively, Huery 1, Huery -,and so on. 8ou can ty!e a name here that describes the Euery.

3imits #ax rows retrieved#aximum number of rows of data that can be returned when a Euery is run. If youonly need a certain amount of data, you can set this value to limit the number ofrows of data that is returned to your document. This !revents a Euery from takingtoo much time or from returning unnecessary data to the document.%ote" The #ax rows retrieved setting can be overridden by the limits set by youradministrator in your security !rofile. For exam!le, if you set the #ax rows


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retrieved setting here to 0== rows, but your security !rofile limits you to -== rows,only -== rows of data will be retrieved when you run the Euery.

#ax retrieval time#aximum time that a Euery can run before the Euery is sto!!ed. This can beuseful when a Euery is taking too long due to an excess of data, or network!roblems. 8ou can set a time limit so a Euery can sto! within a reasonable time.

'ata

9etrieve du!licate rowsThis o!tion is selected by default.In a database, the same data may be re!eated over many rows. 8ou can chooseto have these re!eated rows returned in a Euery, or to have only uniEue rowsreturned.

Security

llow other users to edit all EueriesThis o!tion is selected by default. In this case, other users who have thea!!ro!riate editing rights can edit the Euery and modify the data contained in thedocument.If you clear this o!tion, only the re!ort creator can modify the EueryCiesD. :nlikethe other Euery !ro!erties, which only a!!ly to the selected Euery, this o!tiona!!lies to all of the data !roviders in the document.

"rom!trder

If you have a!!lied multi!le !rom!ted Euery filters, you can define the order of!riority that they will a!!ear to a user refreshing this document.&rom!ted Euery filters are !resented in detail in the next lesson.

Conte*tsIf this document was refreshed !reviously and the user selected a context at thattime, this o!tion will allow you to rest the context and !rom!t the user to selectthe context again the next time it is refreshed.

%ote" 8ou can only restrict further the restrictions that are already defined for the universe usedto create this document, the Web Intelligence server, and the database where the data wasretrieved. 8ou cannot override restrictions that may already be in !lace.

Viewing the9uery


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-. If you want to re2use the H@ in another a!!lication, click Co!yto co!y the H@ to thecli!board.

/. If you want to edit the H@ statements, click 2se custom S63.The H@ becomes editable.

0. +dit the H@, and then click Validateto ensure that it is correct.

3. lick ave to save the new H@.

&estricting 'ata &eturned by a 6uery

Modifying a 9uery with a !redefined 9ueryfilter

Introduction

!redefined Euery filter is an element in the universe that allows you to restrict theinformation returned by s!ecific dimension, detail or measure ob*ects. &redefined Eueryfilters are created by the universe designer, and a!!ear in the list of classes and ob*ects inthe Java 9e!ort &anel, identified by a yellow funnel icon.


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#odify a Euery by a!!lying a !redefined Euery filter.

2sing a !redefined

9uery filterIn this section you learn to modify a Euery in the +dit Huery view by adding a !redefinedfilter to the Euery. @ike custom Euery filters that you define yourself, a !redefined Eueryfilter allows you to limit the data returned by the Euery to s!ecific values.

To modify a #uery1. In Info$iew, o!en the Submitted +!!lication &e!ort from the Submitted Business

&ersonal ategory.

The document dis!lays in the Info$iew Works!ace window.

-. lick the -ide the Navigation "anelarrow to colla!se the Info$iew %avigation &anel andview the document in your full browser window.

/. In the Info$iew Works!ace, click the dro!2down arrow on the toolbar to view the'ocumentmenu.

0. elect )ditfrom the 'ocument menu.

The document o!ens in the Web Intelligence Java 9e!ort &anel. %ote that the documenta!!ears in the +dit 9e!ort view.


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3. lick the )dit 6uerybutton on the toolbar to o!en the )dit 6uery view.

The document o!ens in the +dit Huery view.

5. +dit the Euery by dragging the Submitted 'atefilter to the 6uery Filters !ane.


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6. lick &un 6uery on the +dit Huery view toolbar.

Web Intelligence sends your Euery to the (usiness)b*ects server, which !rocesses it andthen sends it to the database to retrieve the information you reEuested in the Euery.

When the data is returned by the (usiness)b*ects server, the +dit 9e!ort view o!ens anddis!lays the data in a block, by default a table block. The Euery has retrieved the data anddis!layed it in a new re!ort in your document. The information a!!ears in a table in there!ort window. 8ou can see the ob*ects you selected in the 'ata tab, in the left2hand side ofthe +dit 9e!ort window.

%otice that the re!ort has data for ubmitted 'ate greater than selected value only, as it is

the current re!orting year in our sam!le data.


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8ou can also see by the re!ort tab at the bottom of the window that this new documentcontains a single re!ort.

7. elect Save as111 from the ave dro!2down menu and save the document as &e!ort6uery.

;. lick to ex!and the ategories in the ave dialog box.

1=. elect the check box for SubmittedBusinesscategory under "ersonal Categories.

11. lick K.

+!!lying a single>value 9uery filter

Introduction

In a single2value Euery filter, you limit the data returned to one single value for that ob*ect.For exam!le, you can find data for a certain store name by building a condition on the 4torename4 dimension ob*ect, then selecting the name of the store you are interested in by

selecting it from the dialog box that a!!ears.fter com!leting this unit you will be able to"

reate a single2value Euery filter.

+dit a single2value Euery filter.

'elete a Euery filter.

Creating a single>value


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9uery filter

In this scenario, you want to !roduce a re!ort that shows total Jewelry sales revenue foreach state.

To create a single*value #uery filter using the filter editor1. In the Java 9e!ort &anel, build a Euery using the eFashion universe, and select the+!!lication "olicy Number, +!!lication "olicy "refi*, "lan Name; Face amount,+nnual "remium +mount; "roducer Name and "roducer Contact "hone Numberob*ects.

-. 'rag the "lan Nameob*ect that you want to filter by into the Huery Filters !ane.

The default filter definition a!!ears in the Huery Filters !ane. 8ou use this default definitionto define the o!erator and the o!erand ty!e

/. lick the arrow next to the In@ist o!erator.

0. In the dro!2down list that a!!ears, select In 3ist.

3. lick the arrow next to the bulleted list button to the far right of the filter definition. This isknown as !erand (y!edro!2down arrow.

dro!2down menu a!!ears that allows you to select the o!erand ty!e


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8ou could ty!e the ategory value directly in the filter definition


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6. From the &lan %ame list, double2click ?@ Aear Fle* Series A.

Jewelry a!!ears in the $alueCsD elected text box.

In the Search +ll Values text box, you can"

A &erform wildcard searches using CMD to re!lace one or several characters of the

value searched for. For exam!le, clicking in the earch ll $alues text box, ty!ing?@, thenclicking the (inoculars button retrieves all &lan %ames starting with 1= C1= 8ear Flex eries8 and 1= 8ear Flex Term eries I$D.

A )r, use CD to re!lace one character for the value searched for. For exam!le, clickingin the earch ll $alues text box, ty!ing?@Series, then clicking the (inoculars buttonretrieves the values 1= 8ear Flex eries 8 and 1= 8ear Flex Term eries I$.

7. lick K.

The Euery filter you *ust created a!!ears in the Huery Filters !anel showing the filter


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;. lick &un 6uery.

The re!ort now dis!lays data concerning ales revenue for Jewelry, by tate and ity.


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1=. ave the re!ort in your Favorites as Sim!le 6uery Filter.

)diting a single>value filter

To edit a #uery filter1. ontinue working with the im!le Huery Filter re!ort.

-. lick )dit 6uery.

/. In the Huery Filters !ane, click the !erand (y!edro!2down arrow and select Value7s8from list to o!en the@ist of $alues dialog box.

0. From the ategory list, double2click ?@ Aear Fle* (erm Series.


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3. lick K.

The Euery filter a!!ears in the Huery Filters !anel showing the filter


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'eleting a9uery filter

1. ontinue working with the im!le Huery Filter re!ort.

-. lick )dit 6uery to ensure you are in Huery view.

/. From the Huery filters !anel, click the Category )9ual to/ )vening wearfilter that you

want to delete.0. &ress the 'eletekey on your keyboard.

%ote" Two alternative methods of deleting a Euery filter is to either click and drag the filter to theleft2hand ob*ect !anel, or to right2click the Euery filter and select &emovefrom the dro!2down menu.

2sing !rom!ts to restrict data

Introduction

!rom!t is a dialog box that a!!ears whenever a document is refreshed. &rom!ts can bedesigned to allow users to manually enter data or select data from a list of values.fter com!leting this unit you will be able to"

A 'escribe how !rom!ted filters allow each user to view different data every time thedocument is refreshed.

A reate a !rom!ted Euery filter.

A +dit a !rom!ted Euery filter.

"rom!ted


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filters

The !rom!t dialog box asks you, or any user who refreshes the document, to choose whichdata is to be retrieved and dis!layed in the re!ort and focus on a s!ecific !art of theinformation available. This is known as a !rom!ted filter.

&rom!ted filters allow multi!le users viewing a single document to s!ecify a different subsetof the database information, and yet still dis!lay it in the same tables and charts in there!ort.

8ou can use a !rom!ted filter to define a Euestion that is dis!layed whenever the data in thedocument is refreshed. :sers can answer the !rom!t either by ty!ing or by selecting values.&rom!ts can be defined on any dimension, measure or detail ob*ect listed in the 'ata tab inHuery view.

%ote" 8ou cannot use the o!erators Is %ull and %ot %ull when creating !rom!ted filters.

f

Creating a !rom!ted9uery filter

In this scenario, you want to !roduce the same re!ort showing sales revenue !er state, butthis time you want the re!ort to !rom!t the user to select a !roduct category, each time there!ort is refreshed.In this way, the re!ort can dis!lay data not *ust about the Jewelry category, but about any!roduct category that interests the user at that moment.

To create a prompt in a report1. In the Java 9e!ort &anel, click the New 'ocumenttoolbar button to create a new

document.

-. reate a new Euery by moving the State, City, Categoryand Sales revenueob*ects intothe 9esult )b*ects !anel.

/. 'rag the "lan Nameob*ect into the Huery Filters !ane.

The Filter +ditor dis!lays.

0. From the )!erator dro!2down menu, select the )9ual too!erator.3. :nder )!erand Ty!e, select"rom!t as o!erand ty!e.

The filter definition u!dates in the Huery Filters !ane.


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5. lick the "rom!t button next to the )nter Category/ text box, in the Euery filterdefinition.

The &rom!t dialog box a!!ears.

The o!tions for creating a !rom!t are dis!layed. everal of the !rom!t o!tions are selectedby default.

"rom!t te*t2 you can ty!e any text that you want to !rom!t the user to select a ategoryvalue. This text will a!!ear each time the user refreshes this document.

A "rom!t with 3ist of Values2 useful when you want the user to view all the values for theob*ect and then select from those values.

A Select only from 3ist2 this o!tion is useful in !reventing users from ty!ing a value that maynot exist in the database.

A Kee! last value7s8 selected 2 the value that was selected the last time the re!ort wasrefreshed is selected by default in the !rom!t list box.

A Set default value7s82 the value s!ecified as default.If you select this o!tion, the &rom!t dialog box ex!ands and dis!lays all the values returnedby the ubmitted 'ate ob*ect. This allows you to s!ecify a value that you would like todis!lay by default when this document is first run or refreshed.

6. Ty!e Select a Submitted 'ate in the &rom!t text box.

7. @eave the defaults o!tions as they a!!ear and click K.

The +dit Huery view shows the filter you have defined in the Huery Filters !ane.


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;. lick &un 6uery.

The &rom!ts dialog box a!!ears, showing the list of values for ubmitted 'ate, the ob*ectyou used to create the !rom!ted filter.

1=. :nder ubmitted 'ate, elect 1-G/G-==; 1-"=="== # from the list of values.11. lick &un 6uery.

The re!ort now dis!lays data concerning umitted 'ate greater than for 1-G/G-==; 1-"=="==# only, by all resulting dimension ob*ect.


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%ote" The !rom!t dis!lays each time the re!ort is refreshed manually. 9efresh the re!ort on yourown, selecting different values each time.

1-. ave the document to your Favorites as "rom!ts.

)diting a !rom!ted

9uery filterTo edit a prompt filterontinue working with the &rom!ts re!ort.

1. lick )dit 6uery.

-. In the Huery Filters !ane, click the )!erator dro!2down arrow to dis!lay the o!erators, andselect In 3ist.

/. lick the "rom!tbutton next to the !rom!t text box.

0. +dit the !rom!t text to read Select a Submitted 'ate from the list.

3. heck Set default value7s8.

The &rom!t dialog box ex!ands and dis!lays all the values returned by the ubmitted 'ate

ob*ect. This allows you to s!ecify a value that you would like to be dis!layed by default whenthe Euery is first run.


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5. 'ouble2click Submitted 'ate Valuesto s!ecify that this value should be dis!layed whenthe Euery is first run.

6. 'ouble2click Submitted 'ate Valuesto add another value to the $alueCsD elected box.

7. lick K.

;. lick &un 6ueryto dis!lay the new &rom!ts dialog box.

%otice that this time the values you s!ecified, +vening wear and 'ay wear, are !resented bydefault in the &rom!t zone.

1=. lick &un 6ueryin the &rom!ts dialog box.

%ote" If you !refer, you can still ty!e a different value in this &rom!ts dialog box, if you are sureof its exact s!elling, or click &efresh 3istto see the full list of values again.

11. ave the document.

%ow you can save this document to a !ublic folder and the next time a user o!ens thedocument in Info$iew, the re!ort will dis!lay data concerning +vening wear. If the user thendecides to refresh the data, the !rom!t dialog box will allow the user to select anothervalue.(ecause the Kee! last value7s8 selected o!tion was also selected, if the user saves thedocument, the value the user chose will a!!ear initially for the next user that views thedocument.


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2sing com!le* filters

Introduction

To further refine information returned to a document you can a!!ly more than one filter to aEuery. First you need to create the Euery filters and then determine how they should bea!!lied together.

A To return values that are true for two filters, use the %' o!erator.

A To return values that are true for either of two filters, use the )9 o!erator.


'escribe logical o!erators and how you use them in filters.

!!ly more than one filter using the %' o!erator.

!!ly more than one filter using the )9 o!erator.

&rioritize filters so that you are sure to retrieve the correct data.

2sing logical o!erators formulti!le conditions

To !roduce a re!ort that focuses more !recisely on certain data, you may need to a!!lymore than one filter. When you s!ecify more than one filter in a Euery, the relationshi!between the filters must use either the %' or )9 o!erator. These are known as logicalo!erators.

A The %' o!erator is used when both conditions defined in the two filters must be met for a rowto be returned from the database when you run a Euery.

A The )9 o!erator is used when either one or the other of the conditions defined in the filtersmust be met for a row to be returned from the database when you run a Euery.

The result of combining two or more filters can be visually re!resented using a $enndiagram as illustrated below.


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The two circles each re!resent the number of database rows that are returned based on theconditions defined by a !articular filter. %ote that the two overla!. This area re!resents therows that meet the conditions defined by both filters.s shown in the diagram, using the %' logical o!erator results in only rows re!resented byrea being included in a re!ort. )n the other hand, if you use the )9 logical o!erator, allrows re!resented by ircles and ( will be returned. The following sections demonstrate

these !oints.

2sing the +N'o!erator

(y default, when you add a second filter to a Euery, Web Intelligence automatically !lacesan %' o!erator between the two conditions. 8ou saw this behavior when you added the!redefined filter to your Euery in the last !ractice activity.In this scenario, you want to !roduce a re!ort showing sales revenue !er state. 8ou want there!ort to show revenue data concerning only the years -==1 and -==-, and for all statesexce!t '.

To create a report using the +,- operator1. In the Java 9e!ort &anel, create a new document. (uild a Euery by moving theAear, Stateand Sales revenue ob*ects to the 9esult )b*ects !anel.

-. 'rag theAearob*ect into the Huery Filters !anel.

The default filter definition dis!lays and shows that 8ear is the ob*ect you are a!!lying afilter on.

/. @eave the default o!erator, In 3ist, as the o!erator you use for this filter.

8ou want to filter for two values, therefore you need to dis!lay the values in a list before youcan select the ones you reEuire.

0. lick the !erand (y!edro!2down arrow, and click Value7s8 from list.

The values available for the ob*ect are dis!layed in the @ist of $alues box.

3. From the 8ear column, double2click D@@?and D@@D.

The values you selected now a!!ear in the $alues elected zone.


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5. lick K.

The Filter +ditor dialog box closes and the +dit Huery view o!ens again, with the filter you*ust defined dis!layed in the Huery Filters !ane.

6. reate a second filter using the Stateob*ect.

7. From the )!erator dro!2down list, select Not )9ual to.

;. :nder )!erand Ty!e, click Value7s8 from list.

The values available for the ob*ect are dis!layed in the @ist of $alues box.

1=. 'ouble2click 'C.

11. lick K.

)nce you create the second filter Web Intelligence automatically a!!lies the %' as thedefault o!erator.

1-. lick &un 6uery.


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The re!ort dis!lays ales revenue for all the tates exce!t ' for the years -==1 and -==-.

1/. ave the document to your Favorites as Multi!le Filtersin the Favorites folder.

2sing the &o!erator

In this scenario, you want to continue working with the re!ort above, however we are goingto add additional filters to focus on states meeting a certain criteria. The states Cexce!t 'Dwe are focused on are those with sales in either -==1, -==- or those that have had sales ofmore than N-,===,===.

To create a report using the ! operatorontinue working with the #ulti!le Filters re!ort.

1. lick )dit 6ueryto ensure you are working in Huery $iew.

-. From the 'ata tab, click and drag Sales revenueinto the Huery Filters !ane.

/. From the )!erator dro!2down list, select Greater (han.

0. lick in the (y!e a constanttext box and enter D@@@@@@as the value.

%ote" (e sure to exclude dollar signs and commas. The number must be a true numeric inorder for the Euery to execute !ro!erly.

The Euery filter u!dates.


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)nce again, the default condition of nd is a!!lied. ?owever, in this exam!le we want toretrieve data for the Call tates exce!t ' %' 8ears -==1, -==-D )9 any state G yearcombination that had sales greater than N-,===,===. 8ou need to a!!ly the )9 o!erator toget the result you desire.

3. 'rag the Salesrevenuefilter in the Huery Filters !ane and dro! it on to! of the Statefilter.

Web Intelligence automatically grou!s the two filters together.

The nd o!erator dis!lays as the default. ?owever, the nd condition will not retrieve thedata we are interested in. We want to retrieve data where C8ear In@ist" -==1 -==-D ndCtate O> 'D )r Cales 9evenue > -,===,===D. We need to continue ad*usting thecondition.

5. 'rag the Statefilter in the Huery Filters !ane and dro! it on to! of the 8ear filter to grou!the tate and 8ear filters together.

The Euery filters are now grou!ed !ro!erly. ?owever, the nd G nd combination isincorrect. s a final ste!, you will need to change one of the nd o!erators to an )ro!erator.

6. 'ouble2click on the +ndbetween Ctate G 8earD and ales revenue.

The Huery Filter !ane should now look like"

7. lick &un 6uery.

The re!ort dis!lays ll tates exce!t ' for the years -==1 and -==- %' any states thathave ales revenue greater than N-,===,=== regardless of their state and year.


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%otice the last three rows in the table" data a!!ears for alifornia, %ew 8ork and Texas for-==/ even though we selected only the 8ears -==1 and -==-. This is because of the )9condition that s!ecifies to @) bring back any rows that had sales greater than N-,===,===regardless of year or state.

;. ave the document to your Favorites folder as Multi!le Filters D.

"rioriti$ingo!erators

8ou are a!!lying a com!lex filter when you combine several filters in a single Euery. In orderto ensure that the filters retrieve exactly the data you want, you need to !rioritize theo!erators.

To define the priority between complex filtersIn this scenario, you want to create a new document that shows ales revenue by tore

name for stores in Florida for (ermuda horts, )r ales revenue by tore name for tores inolorado for ?ats, gloves, and scarves.

1. :sing the eFashionuniverse, create a new Euery and filters as shown below.


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This Euery will not work as it is !resented as the system does not know which filter to run orwhich filter order to a!!ly. To !rioritize you will create a structure in the Huery Filters !ane.

-. In the Huery Filters !ane, drag and dro! the filters in the order you want them to dis!lay inyour re!ort. When finished, your Euery !anel should look like the one below.

The filters are grou!ed together and connected with an )r o!erator and the Euery iscom!lete with the !riority of the conditions defined.

/. lick&un 6uery1

The re!ort dis!lays ales revenue by tore name for stores in Florida for (ermuda horts )rales revenue by tore name for tores in olorado for ?ats, gloves, and scarves.


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0. ave the document to your Favorites folder as "rioriti$ing !erators.

&e!ort 'esign in the :ava &e!ort "anel

#or,ing in the :ava &e!ort "anel

Introduction

This unit introduces you to the +dit 9e!ort view. This is the Java 9e!ort &anel interface

element that allows you to edit and structure the information that is returned by the Eueriesbuilt !reviously in the &anel


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+ach re!ort in a document can show different views of the same information, or it can showcom!letely different information concerning the same sub*ect.

+bout the )dit&e!ort view

The +dit 9e!ort view in the Java 9e!ort &anel allows you to interact with and organize thedata returned by Eueries in two ways"

A using toolbars

A using the 9e!ort #anager tabs

The 9e!ort #anager will be !resented in detail in the next unit. This section describes thedifferent toolbars you can use as you work on organizing and !resenting data in your re!ort.

(he )dit &e!ort viewtoolbars

s you are creating and editing re!orts in the +dit 9e!ort view, there are four toolbarsavailable to you.

A the tandard toolbar


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A the 9e!orting toolbar

A the Formatting toolbar

A the &age %avigation toolbar

To display the /dit !eport view toolbars$

1. reate a new Web Intelligence document by building a Euery using the eFashion universe,or o!en an existing document in the Java 9e!ort &anel.

A In +dit 9e!ort view, click the Configure Views button on the tandard toolbar,to the leftof the )dit 6uerybutton.

-. From the Configure Views dro!2down menu, click (oolbars.

/. $erify that all the available toolbars are selected.

The tables below give you a brief descri!tion of each of the toolbar buttons.

Standard toolbar buttons

Button 'escri!tion

%ew 'ocumentreates a new document on the currently selected :niverse.

avellows you to save documents to &ersonal and &ublic folders or to savedocuments on your own com!uter.

+x!ort to &'F for &rinting+nables you to generate a co!y of individual re!orts or s!ecific !ages to a&'F file for !rinting.

onfigure $iewsllows you to show and hide the different 9e!ort #anager tabs, as well asshow and hide each of the three toolbars.

+dit Hueryllows you to define data content of the document. Toggles your view of there!ort from +dit 9e!ort to +dit Huery view.


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+dit 9e!ortllows you to edit re!orts in a document. Toggles your view of the re!ortfrom +dit Huery to +dit 9e!ort view.

&efresh 6uery button > llows you to regenerate the Euery and retrievethe most recent data from the database.

&urge 'ata button 2 llows you to remove the data retrieved by one or moreEueries from your document.

how :ser settings button 2 llows you to view and modify measurementand !ixel settings.

?el! button 2 llows you to access contextual hel! on the task you are tryingto achieve.

&e!orting toolbar button

Button 'escri!tion

howG?ide Filter &anellows you to drag ob*ects into the filter !ane to restrict the amount of datadis!layed in the re!ort.

howG?ide Formula Toolbarllows you to create custom formulas using a gra!hical editor and savethem as variables for reuse in the document.

$ariable +ditorllows you to create a new variable by building a formula and defining itwith a name in the $ariable +ditor.

#erge dimensionsllows you to merge dimensions from multi!le Eueries into a singledimension. 8ou can then use that merged dimension to !ro*ect data in a

block.

howG?ide 'rill ToolbarWhen you switch to drill mode, you can use this button to either dis!lay orhide the drill toolbar that dis!lays drill filters as you analyze data in differentlevels of detail.

:ndollows you to cancel the !revious action.

lertersllows you to create, edit or delete alerters. lerters allow you to highlightresults that meet or fail s!ecific targets.

!!lyG9emove 9ankingllows you to show only the extreme ranges of data, by ranking the to! or

bottom values of a given dimension on the basis of a given measure.dd Huick Filterctivated when you select an ob*ect in the 9esult )b*ects !ane and allowsyou to select a value to filter data on.

InsertG9emove (reakInsert or remove a break on a table column or row.

!!lyG9emove ort!!ly to or remove a sort from a column of data. licking the down arrowdis!lays the descending sort o!tion as well.


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Insert umInsert sum or dis!lay the list of calculations you can a!!ly to a column ofdata. licking the down arrow dis!lays the additional calculations.

Insert 9ow boveInsert a new table or row above the selected row. licking the down arrowdis!lays additional insert o!tions.

$iew &age @ayoutToggles between !age layout and normal view of a current document.

$iew tructureToggles between viewing the structure of the re!ort and the results.

'rilltarts and ends drill mode. llows you to analyze re!ort values by drillingdown or across the dimensions dis!layed in the tables and charts.

Take na!shot of 'rilled 9e!ortllows you to make du!licate of drilled re!ort so that you can kee! a co!y ofthe drilled values in the same documents.

Formatting toolbar buttons

Button 'escri!tion

Font namellows you to change the font used to dis!lay text in the selected re!ortelement.

Font sizellows you to change the font size used to dis!lay text in the selectedre!ort element.

(oldllows you to change the text style in the selected re!ort element tobold.

Italic

llows you to change the text style in the selected re!ort element toitalic.

:nderlinellows you to change the text style in the selected re!ort element tounderlined.

@eftllows you to align the text in the selected re!ort element to the left.


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enterllows you to align the text in the selected re!ort element in the center.

9ightllows you to align the text in the selected re!ort element to the right.

#erge cellsllows you to merge multi!le cells or columns into a single cell orcolumn.

(ackground colorllows you to change the background color of the selected re!ortelement.

Text colorllows you to change the text color of the selected re!ort element.

"age Navigation toolbar buttons

Button 'escri!tion

&age navigationllows you to Euickly navigate to s!ecific !ages in thedocument.

Customi$ing the user settings

8ou can !ersonalize the following dis!lay settings of the Web Intelligence Java 9e!ort &anelto hel! you !osition re!ort elements on re!ort !ages"

A define the unit for measurement

A dis!lay a grid to hel! align !age elements

A use sna! to grid to re!osition !age elements accurately

A define grid s!acing

'et your ava !eport "anel user settings1. )!en an existing document or create a new document and run a Euery.-. In either the +dit 9e!ort view or the +dit Huery view, click the Show2ser Settingsbutton

in the tandard toolbar.

The :ser ettings dialog box a!!ears.


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/. !ecify measurement settings for the document !ro!erties and define grid settings here.

0. lick K.

Web Intelligence saves your new settings. The new settings are a!!lied the next time youlaunch the Java 9e!ort &anel.

#or,ing with the &e!ort Manager in the:ava &e!ort "anel

The 9e!ort #anager is dis!layed on the left2hand side of the Web Intelligence +dit 9e!ortview. :sing this !anel, you can manage all the ob*ects and variables in the document,change the ty!e of blocks in the re!ort, format the !ro!erties of the re!ort and its contents,and navigate through the document.

The 9e!ort #anager is made u! of four tabs"A 'ata tab2 llows you to view at a glance the data available in a document. 'ata is organized

in a list of Huery and $ariable classes.

A (em!lates tab2 llows you to change the ty!e of blocks in a re!ort by dragging and dro!!ingdifferent tem!lates onto a re!ort block.

A "ro!erties tab2 llows you to format the re!ort and blocks within the document.

A Ma! tab 2 llows you to view and navigate through the re!orts and sections in a document.

To view and navigate with the !eport Manager1. )!en the Sales &evenue &e!ortdocument from your Favorites folder.

The document o!ens in the Info$iew window.

-. elect )ditfrom the 'ocument dro!2down menu on the %avigation (ar.

The Java 9e!ort &anel o!ens, with the document dis!layed in the +dit 9e!ort view.


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(y default, the 'ata tab is dis!layed on the left2hand side of the 9e!ort #anager !ane. Thistab dis!lays the title of the document, !lus all the ob*ects available in this document

.

If you had multi!le Eueries and variables in the document they would be dis!layed in thistab also.

%ext, you will o!en the Tem!lates tab to look at the table and chart tem!lates available toyou for dis!laying this data.

/. lick the (em!latestab of the 9e!ort #anager.

The 9e!ort #anager Tem!late tab o!ens. The 9e!ort +lements folder dis!lays the tem!latesavailable for use.

In the image below, you can see all the table tem!late styles available to you


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.In later lessons, you will ex!lore how to use these tabs and the #a! and &ro!erties tabs as

well.

Configuring views of the )dit&e!ort view

In the Java 9e!ort &anel, it


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A The 'ata tab dis!layed to the left and &ro!erties tab dis!layed to the far right of 'ocumentzone.


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A )r, the 9e!ort #anager colla!sed as a vertical toolbar. In this configuration, the tabs are now!resented as buttons that you can click whenever you want to view any of the tabs.


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-. elect the Colla!sed 'ata "ro!ertieso!tion from the Configure Viewmenu.

/. lick the Tem!lates icon on the vertical toolbar, and see that the Tem!lates tab a!!ears asusual in the 9e!ort #anager s!ace.


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0. From the Configure Viewsdro!2down menu, select the 'atao!tion to return to thestandard view of the +dit 9e!ort !anel.

'is!laying the document!ro!erties

In the +dit 9e!ort view, you can dis!lay and modify !ro!erties that are assigned by defaultto the document.

To view document properties1. ontinue working with the Sales &evenue &e!ort document.

-. From the 9e!orting Toolbar, click the View "age 3ayoutbutton.

The re!ort is dis!layed in &age @ayout mode and you can now view the re!orts in the

document as they will a!!ear when !rinted./. To view the overall !ro!erties assigned to this document, right2click the &e!ort ? tab at

the bottom of the document !ane.

shortcut menu dis!lays.


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0. From the menu, select 'ocument "ro!erties.

lternatively, you can also right2click anywhere abovethe re!ort zone or the header zone inthe document, then select 'ocument "ro!ertiesfrom the dro!2down menu.

%ote" #ake sure you click as close to the to! of the document as you can, otherwise you may selecta re!ort element instead of the document zone, and the dro!2down menu that a!!ears willnot be the correct one.

The 'ocument &ro!erties !ane a!!ears on the right side of the +dit 9e!ort view window.

%ote" To view all the !ro!erties dis!layed in this !ane, you can either use the verticalscroll bar, or you can click one of !ro!erties headers in order to colla!se that section.olla!sing one section will allow the other sections to a!!ear in the !ane so that you don


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The document !ro!erties o!tions are described in the following table"

'ocument"ro!ertiessection

'escri!tion

'ocumentInformation

'is!lays details about the document, such who created the document,when the document was created, and last modified, keywords that weredefined to identify the document, and a descri!tion.@ocale'is!lays the document


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+nhanced viewingThis o!tion is selected by default. It o!timizes the document a!!earance foron2screen viewing.:se Euery drill

Tells Web Intelligence to drill in Euery drill mode, instead of in the standarddrill mode. This drill mode is !resented in detail in @esson 11.

'ataynchronization)!tions

uto2merge dimensionsTells Web Intelligence to synchronize data !roviders by merging dimensionsautomatically under certain conditions. This o!tion is !resented in detail in@esson 1=.+xtend merged dimension values

Tells Web Intelligence to extend dimension values in re!orts withsynchronized data !roviders.

9e!ort )rder ets the order of the re!ort tabs in the document.

%ote" The ?el! link at the bottom of the !ane !rovides hel! on each of these o!tions.

5. lose the 'ocument &ro!erties !ane clicking the 5in u!!er right2hand corner of the !ane.

Managingre!orts

In +dit 9e!ort view, you can add new re!orts to a document, and du!licate or delete re!ortsas you like.

To add a report to a document1. ontinue working with the Sales &evenue &e!ort document.

-. 9ight2click the &e!ort ? tab at the bottom of the document !ane.

shortcut menu dis!lays.

/. From the menu, select Insert &e!ort.

new em!ty re!ort tab, called 9e!ort - is inserted into the document and dis!lays at thebottom of the document !ane.

0. 9ight2click the &e!ort D tab and select &ename &e!ort.

The 9e!ort #anager &ro!erties tab o!ens.


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3. In the %ame field, ty!e 4My New &e!ort4 and !ress the )nterkey.

The re!ort tab dis!lays the new name for the re!ort.

Ti!" 8ou #:T !ress enter in order for the new re!ort name to be retained.

8ou learn in later lessons how to bring data available in the document into this new re!ort,and how to format tables or charts to dis!lay the information in the most a!!ro!riatemanner.

'is!laying data in tables and chartsIntroduction

The sim!lest style for dis!laying data is tables. Web Intelligence !rovides four differentty!es of tables" vertical, horizontal or financial tables, crosstab and form.

fter com!leting this unit you will be able to"A 'escribe the table ty!es available in Web Intelligence.

+bouttables

Vertical tables

The vertical !resentation style is the default style for !resenting data. $ertical tables dis!layheader cells at the to! of the table and the corres!onding data in columns. (y default, the


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header cells dis!lay the names of the dimensions, details, and measures included in thetable. The body cells dis!lay the corres!onding values.

-ori$ontal tables or financial tables

horizontal or financial table is similar to a vertical table exce!t that the data runshorizontally rather than vertically. (y default, the row headers dis!lay the names of thedimensions, details, and measures included in the table. The body cells dis!lay thecorres!onding values. This table format is useful for re!orts with several measures, such asfinancial re!orts and balance sheets.

Crosstabs

crosstab looks similar to a s!readsheet and dis!lays data in a matrix with row and columnheadings describing the content of each cell.rosstabs dis!lay values for dimensions across the to! axis and on the left axis. The bodydis!lays the values of a measure that corres!ond to the cross2section of the dimensions.


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Forms

Forms are useful in a re!ort if you want to dis!lay detailed information !er customer,!roduct, or !artner. For exam!le, a form is a useful way of dis!laying individual customer

records with information such as the customer account, name, and address. Forms are alsouseful for formatting address labels for envelo!es.


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"resenting data in free>standing cells

Introduction

Free2standing cells are single cells that stand alone in a re!ort. 8ou can use free2standingcells to dis!lay information that adds meaning to your re!ort, such as"

A Text comments" Ty!e messages or Euestions, or add titles.

A Images" 'is!lay logos, icons, or !hotogra!hs.

A Formulas or calculations" dd custom formulas or calculations.

A @ast refresh date" 'is!lay the date when the document results were refreshed withthe most recent data from the database.

A 'rillFilter function" 'is!lay the names of the ob*ects by which the data on a drilledre!ort is filtered.

A &age numbers" 'is!lay the !age number of each re!ort !age.


Insert a blank cell in a re!ort.

'is!lay the date that the document was last refreshed.

'is!lay text in a blank cell.

Format and align the new cells in the re!ort.

Inserting the refresh date in afree>standing cell

In this scenario, you o!en a document that has the following ob*ects available" tate, ity,tore name, 8ear, and ales revenue. 8ou will insert two free2standing cells in this re!ort. Inthe first cell, you will dis!lay text showing the last date and time the document was

refreshed. In the second cell, you will dis!lay text that will identify the last refresh data.Then you will format the new cells.

To insert the last refresh date in a free*standing cell

1. )!en the (ablesdocument in the Java 9e!ort &anel and check that the &e!ort ?tab isselected.

-. In the 9

23949067 Webi Training Manual

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Transcript of 23949067 Webi Training Manual