DEV027 - BOXI for Reporting

8/3/2019 DEV027 - BOXI for Reporting

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BO XIDesktop & Web IntelligenceReporting Tools


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- 2 - Copyrights C&W University, all rights reserved

Objective of the training

Target audience: Key user / End user / IT user

Scope of the courseThis training gives an overview of the usage of the reporting tools availablewith BO XI to create, modify and manage reports.

Objectives

Describe the architecture of BO XI

Describe the differents tools

Define the differents concepts

Follow the tutorial to learn the tools


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Agenda

1. Introduction

2. General Overview

3. Architecture Overview

4. Vocabulary

5. Client Tools

6. Great Steps

7. Tutorial


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Agenda

1. Introduction

2. General Overview


4. Vocabulary

5. Client Tools

6. Great Steps

7. Tutorial


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Introduction

BI is the processof taking raw data

stored in databases

and turning it into information

Data WareHouse

Dimensions

&Measures


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Vocabulary Data WareHouse

A Data Warehouse is

Collection of data

Subject oriented Integrated

Non-volatile

With a history

Organized to help decision making


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Vocabulary - Object

An object is a named component that maps to

a data or

a derivation of data

in the database.

Objects are qualified as one of three types:

Dimension

Detail

Measure

Objects can also be grouped into Classes


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Agenda

1. Introduction

2. General Overview


4. Vocabulary

5. Client Tools

6. Great Steps

7. Tutorial


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General Overview

BusinessObjects Enterprise XI is the business intelligence platform

platform supports the entire range of

Reporting

Querying

Analysis

Publishing

platform-level support for

semantic layers

data integration

security


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- 1 0 - Copyrights C&W University, all rights reserved

General Overview

Decision support is an iterative workflow

Analysis

Reporting

Query


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General Overview

Users construct questions in every day business terms

Semantic Layer Business representation of Data called Universe

Tables and Columns from the DB are transformed

into Classes and Objects

Corporatedatabase

Semantic layerBusiness

representation

IS staff

End Users


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General Overview

All Business Objects products are now available under the same platform :

Crystal Reports

BusinessObjects Web & Desktop Intelligence BusinessObjects OLAP Intelligence

BusinessObjects Data Integrator

BusinessObjects Enterprise provides full web-based for the

administration

configuration

of the entire system.


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Agenda

1. Introduction

2. General Overview


4. Vocabulary

5. Client Tools

6. Great Steps

7. Tutorial


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Architecture Overview

BusinessObjects Enterprise is a multi-tier system : 5 tiers.

the client tier the application tier

the intelligence tier

the processing tier

the data tier


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Architecture Overview The 5 tiers


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Architecture Overview Client Tier

The Client tier is the only part of the BusinessObjects Enterprise systemto directly interact within for

administrators

end users


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Architecture Overview Client Tier

This tier is made up of the applications that enable people to act onreports and other objects

to administer - Central Management Console- Central Configuration Manager

to publish - Publishing Wizard

to import - Import Wizard to manage - InfoView

to design - Desktop & Web Intelligence for reports

- Universe Designer & Builder


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Architecture Overview Application Tier

The application tier hosts the server-side components that processrequests from the client tier as well as the components that communicatethese requests to the appropriate server in the intelligence tier.

The application tier includes support for report viewing and logic tounderstand and direct web requests to the appropriate BusinessObjectsEnterprise server in the intelligence tier.


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Architecture Overview Intelligence Tier

The intelligence tier manages the BusinessObjects Enterprise system.

It maintains all of the security information, sends requests to the

appropriate servers, manages audit information, and stores reportinstances.


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Architecture Overview Processing Tier

The processing tier accesses the data and generates the reports. It is theonly tier that interacts directly with the databases that contain the reportdata.


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Architecture Overview Data Tier

The data tier is made up of the databases that contain the data used in thereports.

BusinessObjects Enterprise supports a wide range of corporate databases :

OLAP cubes, SAP Data Mart

Relational DB through ODBC, OLEDB or directly in native XML, XLS, files


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Agenda

1. Introduction

2. General Overview


4. Vocabulary

5. Client Tools

6. Great Steps

7. Tutorial


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Vocabulary

Here a list of the most important concepts used in the BO world

Document

Data Warehouse

Universe

Object

SQL query

Group of data

Formula

Local variable

Alerter

Break & Section

Drill Down


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Vocabulary Data WareHouse

A Data Warehouse is

Collection of data

Subject oriented

Integrated

Non-volatile

With a history

Organized to help decision making


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Vocabulary - Document

A document is the result generated by your reporting tool, containing

The universe selected for the source of data

The query for selecting your data

The design of the report

A document can be generated by

Crystal Reports

Desktop Intelligence

Web Intelligence

A document is not necesseraly compatible between reporting tools !!


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Vocabulary - Universe

A universe is a file that contains the following:

Connection parameters for one or more database middleware.

SQL structures called objects that map to actual SQL structures in thedatabase such as

columns

tables

database functions

A schema of the tables and joins used in the database.

Classes of object and Objects who are built from the databasestructures included in your schema.

Done with the Universe Builder or Designer by the IT staff


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Vocabulary - Universe

Objects in classes Schema with tables with joins between tables


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Vocabulary - Object

An object is a named component that maps to

a data or

a derivation of data

in the database.


Dimension

Detail

Measure

Objects can also be grouped into Classes


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Vocabulary - Object


Dimension : Parameters for analysis.Dimensions typically relate to a hierarchy such as geography, product, or time.For example.Last Name and City_Id

Detail : Provide a description of a dimension, but not focus for analysis.For example. Phone Number

Measure : convey numeric information used to quantify a dimension object.For example, Sales Revenue


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Vocabulary SQL Query

An SQL Query is

The language used to select data from the Data Tier

Composed of conditions

Can be combined with another query(UNION/DIFFERENCE/INTERSECTION)

Done with the Query Panel


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Different conditions can be applied

to use conditions that let you choose the exact

operator and operand

apply on any object in the universe.

Complex

to use conditions that you apply by selecting

values from an object list of values

let you limit the data returned only by resultobjects.

Simple

to use conditions defined by the universedesigner using DESIGNER

cannot edit or delete

Predefined


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Complex Conditions


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Vocabulary Group of data

A group of data is

a selection of data from a dimension that you decideto put into a local group


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Vocabulary - Formula

A formula is used when you want

To make a calculation on existing measure

Done with the Formula Editor


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Vocabulary Local Variable

A local variable is

a calculation done with the Formula Editor

with a name done with Variable Editor

Must be qualified as a Measure, Dimension or Detail


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Vocabulary - Alerter

An Alerter is a

Dynamic conditional formatting of a value in your report

Dynamic because depending on the value

Conditional because you can give some conditions to be activated

Formatting because you can define the format in your report

Done with the Alerter Editor


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Vocabulary Break & Section

A Break is

Used when you want view totals and subtotals

Applied on a dimension

On a measure

Defined with

Header

Footer

Others options

A Section is

A high level of a break

Break & Section are done with Slice & Dice Editor


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Vocabulary Break & Section

Break & Section are done with Slice & Dice Editor


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Vocabulary Drill Down

The Drill Down mode is a analysis mode that allows you

to break down data and

to view it from different angles and on different levels of detail

to discover what the driving factor is behind a good or bad result.

The Drill Down mode use

Hierarchies (organization of objects in the universe ) to go more indeep with details.

A new window to open the new report after you made a right clic on

the data you want to explore


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Vocabulary Drill Down

In Drill Down Mode or with Drill Through


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Agenda

1. Introduction

2. General Overview


4. Vocabulary

5. Client Tools

6. Great Steps

7. Tutorial


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Client Tools

Desktop Intelligenceis the report designer with which

you can select your data

you can use the data to create a report

you can customize your report

you can add more reports in your document

Web Intelligence = Desktop Intelligencethrough web client

InfoViewis your document manager through a web client with which

you can manage documents made with your reporting tool

you can create new document and design it with WEBI


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Client Tools Desktop Intelligence

Data Providerto make Query

Data Managerto view data

Slice and Diceto put break

Drill Modeto go in deep


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Client Tools Query Panel

SQL Viewer

Select another objectSQL Combine query

Scope of the analysis & selection of the levels

Simple condition Simple sort

Complex sort


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Cli T l Q P l


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Cli t T l Sli d Di P l


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Client Tools Slice and Dice Panel

Hide/Show the Section Break

Add/remove a break for a data

Add/remove a filter for the data

Apply ranking on the data

Sort ascdending/descending the data

Make a calculation on a data

Cli t T l Sli d Di P l


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Client Tools Slice and Dice Panel

Client Tools InfoView


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Client Tools - InfoView

You can manage all the documents (private or shared)

Client Tools Web Intelligence


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Once a new document is clicked, Web Intelligence is opening.You can select the object to make your query.



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Once you have have selected your objects with query editor,you can design your report and customized your formats.

Agenda


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Agenda

1. Introduction

2. General Overview


4. Vocabulary

5. Client Tools

6. Great Steps

7. Tutorial

Great steps


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Great steps

Use the Desktop or Web Intelligence

Select a Universe (created by the IT)

Select a template report/blank

Make your query and your conditions

Create new variables & formulas if needed

Select your objects to create your report

Add some calculations

Put break on data

Format all your objects in your report

Save your report into a document

Publish it with the wizard

Agenda


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Agenda

1. Introduction

2. General Overview


4. Vocabulary

5. Client Tools

6. Great Steps

7. Tutorial

Tutorial


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uto a

Lesson 1.

Business question

How much revenue have eFashion outlets made this year?

Learning objective

Learn how to create a simple query to build a report and format andorganize the data in the report.

Tutorial


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Lesson 2.

Business question

How is revenue affected by regional and seasonal differences?

Learning objective

Manipulate variables using drag and drop; organize a report in sectionsand rank data.

Tutorial


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Lesson 3.

Business question

Which cities are generating the best margin?

Learning objective

Use the Formula Editor to make calculations and create variables; usealerters to highlight interesting data.

Tutorial


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Lesson 4.

Business question

How has sales revenue progressed from quarter to quarter?

Learning objective

Display and format financial data in a table; calculate quarterly varianceand publish the report.

Tutorial


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Lesson 5.

Business question

How have product lines performed over the last four quarters?

Learning objective

Learn how to organize and view reports which contain a lot of data usingbreaks to display totals and subtotals; learn about calculation contexts;learn how to use a template to quickly format reports to corporate

standards.

Tutorial


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Lesson 6.

Business question

How do the budget sales figures compare with the actual sales figures?

Learning objective

Learn how to bring data from a personal data file into BusinessObjects andcombine it with data from a BusinessObjects Universe query; create andformat a chart to compare data.

Tutorial


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Lesson 7.

Business question

What factors impact sales revenue performance?

Learning objective

Learn how to use BusinessObjects drill mode to analyze your businessdata.

Tutorial


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Lesson 8.

Business question

How much revenue did this product line make this week?

Learning objective

Learn how to set up a report to prompt users to choose which data theywant to get from the database; how to refresh a report to get the up-to-datedata.


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www.cw-thaler.com

Tervuren PlazaAv. de Tervuren laan 226B - 1150 Brussels, BelgiumT +32 2 777 41 11

F +32 2 777 41 22

[email protected]


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Copyrights

These documents are the property of C&W University, and cannot be disposed ofwithout its prior consent. The recipient has the right to use the documents solely for itsown internal information purposes. Reproduction of the documents in any form or byany means is strictly forbidden. The recipient therefore agrees not to disclose, copy,disseminate, redistribute, or publish any part of this document to any other party.


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www.cw-thaler.com

Tervuren PlazaAv. de Tervuren laan 226B - 1150 Brussels, BelgiumT +32 2 777 41 11

F +32 2 777 41 22

[email protected]

DEV027 - BOXI for Reporting

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Transcript of DEV027 - BOXI for Reporting