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Talis DecisionsInfoView and Web Intelligence

Katharine SpellmanBusiness Specialistkatharine.spellman@talis.com

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Introduction

• Start and end times• Lunch• Toilets• Mobile Phones• Fire• Documentation• Evaluation form

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AgendaWelcome Introduction to Talis Decisions InfoView - getting started

11:30 BreakWeb Intelligence – Edit Query

12:30 LunchWeb Intelligence – Edit Report

14:30 BreakWeb Intelligence – Edit Report cont’dInfoView – scheduling documentsEvaluation forms

16:00 Finish

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Aims

• To explain what Talis Decisions is and how it works to help analyse information

• To give you the ability to use the major features of Talis Decisions

• Won’t be going into a lot of detail about Universes

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Who are you

Who are you?Which library do you work for?Experience of Business Objects?What are your hopes for the course?

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What is Talis Decisions?

• A decision support and performance management tool

• Powered by Business Objects Enterprise XI R2 SP1

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The Product Suite

What is Talis

Decisions?

InfoView

Web Intelligence (Webi)Desktop Intelligence (Deski)

Designer (Universes)

Central Management Console (CMC)Central Configuration

Manager (CCM)

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InfoView

• Portal• Report viewing and scheduling tool• Organising objects - Categories / Folders• Discussions• Used to access Web Intelligence• Used to distribute documents• Used to schedule documents

• Browsers – IE and Firefox

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Web Intelligence• Accessed through InfoView• Used to create documents • Multiple queries/Multiple reports• Formatting is sophisticated

• Very like Desktop Intelligence now• Web based reporting tool – Enterprise• Uses Java

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Desktop Intelligence

• Client tool

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How Decisions works

Your client Workstation

You run the Query in a Browser

A report is displayed

DecisionsServer

The query is

SQL

t is generated

Alto Database

The SQL is executed to extract the

data

converted to

The repor

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How SQL Works

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1> select * from LOAN where LOAN_ID>2345672> goLOAN_ID ITEM_ID BORROWER_ID CURRENT_LOAN STATE LOAN_TYPE

DUE_DATE CREATE_DATE CREATE_LOCATIONCREATE_OPERATOR ACTION_ID

----------- ----------- ----------- ------------ ----- ---------1898075 28 96320 F 0 1

Jan 26 2006 7:30PM Nov 3 2005 8:26AM NSelf Issue CLIS

1898075 28 96320 F 2 1Jan 26 2006 7:30PM Nov 3 2005 8:27AM N

Self Issue CLIS 1898076 28 96320 F 0 1

Jan 26 2006 7:30PM Nov 3 2005 8:27AM NSelf Issue CLIS

1898076 28 96320 F 2 1Jan 26 2006 7:30PM Nov 3 2005 8:27AM N

Self Issue CLIS 1898077 28 96320 F 0 1

Jan 26 2006 7:30PM Nov 3 2005 8:27AM NSelf Issue CLIS

1898077 28 96320 F 2 1Jan 26 2006 7:30PM Nov 3 2005 8:27AM N

Self Issue CLIS 1898081 28 96320 F 0 1

Jan 26 2006 7:30PM Nov 3 2005 8:28AM NSelf Issue CLIS

1898081 28 96320 F 2 1Jan 26 2006 7:30PM Nov 3 2005 8:28AM N

Self Issue CLIS

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How Decisions Works - Semantic Layers

Users Familiar Business Terms Data

Universe

Class

Objects

• Objects are given familiar names• Objects are mapped to relevant data elements

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What are Universes made of?

• There are three types of object in a Universe:

Dimensions Details Measures

…can be combined with …

Supplier nameSupplier code

Author Total items

…to gain moreinformationon an entity.

…to analysesummaryinformation.

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Using the MIS server

• Currency of data versus performance

Your client Workstation

You run the Query in a Browser

A report is displayed

DecisionsServer

The query isconverted to

SQL

The report is generated

Alto Database

The SQL is executed to extract the

data

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Important concepts

• Objects– InfoView – all sorts of files– Universes – dimensions, details and measures

• Documents– Web Intelligence or Desktop Intelligence documents

• Reports– Formatted output from a query/queries

• Aggregation

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Aggravation?

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No – Aggregation!

Item types and loan types included in table, totals broken down to reflect this.

Loan types have been removed –totals aggregated as a result

Item types removed and Loan types re-instated

Note: Total of all issues and renews has remained the same throughout

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Practical work through of functionality• InfoView

– layout, folders and categories, viewing, refreshing and saving documents

• Edit Query– layout, creating a query, modifying a query, filters

• Edit Report – layout, creating tables, adding blocks of data, charts,

freestanding cells and images• Edit Report

– Breaks, sections, calculations, sorts, filters, ranking, alerters, formatting

• Edit Report – Formulas and variables, synchronising queries, drilling

• InfoView- user inboxes, email, FTP, File location, scheduling

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Getting Started with InfoView

• Logon• System names• User names• Passwords• Authentication• Rights

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Filters – how do they help?

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Filters

When can they be applied?

• Query filter• Report filter• At both stages

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Query filters

• Benefits – Retrieves just the data needed for the specific query– Minimises data returned so optimises performance of the

document

• However – query filters add performance overhead on the server

----------------------------------------------------------------------------------• Objects don’t have to appear in the results object pane in

order to be used in a filter

• Not all objects can be used as filters

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Restricting Data

• Object – Operator – Operand

Types of query filter:• Single-value and multi-value filters• Lists of values• Prompted filters• Complex filters

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Synchronising Queries

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Some Synchronising Rules

1. You can only link on dimension objects.2. The dimension objects do not have to have the same name.3. The dimension objects must have a common data format.4. Although actual values do not have to be the same, all data

held in the microcube is case sensitive and therefore any common values must be in the same case.

5. The format of the values must be the same.6. Any number of queries can be linked by common dimension

objects.7. Any number of dimension objects can be merged between

two queries.

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Drilling

• Drilling• Hierarchies• Snapshots

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Talis Decisions functionality (some of it!)• InfoView

– layout, folders and categories, viewing, refreshing and saving documents

• Edit Query– layout, creating a query, modifying a query, filters

• Edit Report – layout, creating tables, adding blocks of data, charts,

freestanding cells and images• Edit Report

– Breaks, sections, calculations, sorts, filters, ranking, alerters, formatting

• Edit Report – Formulas and variables, synchronising queries, drilling

• InfoView- user inboxes, email, FTP, File location, scheduling

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Questions?

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Have fun with Talis Decisions!

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Thank you for attendingTalis Decisions:InfoView and Web Intelligence

Trainer: Katharine SpellmanEmail: katharine.spellmans@talis.com

Please complete an evaluation formwww.talis.com/eval

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