Web Intelligence-XI R2

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Introduction to WebIntelligenceIntroduction to WebIntelligenceWeb Intelligence is designed as a solution for the increasingly complex requirements of today’s organizations.

multi-tier, thin-client decision support system (DSS)

Allows to access the data in corporate databases or data warehouses from within office, home, or around the world, using corporate intranet, extranet, or the Internet.

ThinClients

WebIServer Databases

ERPs

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Using WebIntelligenceUsing WebIntelligence

Creating WebIntelligence documents

Web Panel• Java Report Panel

• Query-HTML

• HTML Report Panel

HTML documents to Web Browser

Saving WebIntelligence documents.

Accessing WebIntelligence (through Infoview)

No data processing on client

Database Client Software & Processing on Server

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WebI and Desktop IntelligenceWebI and Desktop Intelligence

WebIntelligence and Desktop Intelligence share the same semantic layer and query technology.

The sharing of user rights.

The sharing of documents. • WebIntelligence users can view and refresh documents created in

Desktop Intelligence.

• WebIntelligence users can send documents to Desktop Intelligence users, save them to their personal storage area or publish them to the CMS database.

The sharing of the Info View module

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WebIntelligence ComponentsWebIntelligence Components WebIntelligence Infoview

Allows users to read and refresh WebIntelligence and Crystal Reports documents.

WebIntelligence Reporter

Allows users to use the Web Panel to create new WebIntelligence documents or edit existing ones.

WebIntelligence Infoview Explorer

Allows users to drill to more detailed levels of data in WebIntelligence and Crystal Reports documents.

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InfoviewInfoview Enables users to view, refresh

and schedule WebIntelligence documents

Allows user to view Crystal Reports, MS-Office documents, Desktop Intelligence Reports.

Accessed from Web Browser HTTP requests to Web Server Web Server integrated with

BusinessObjects Enterprise XI Server

WebIntelligence Server generates HTML

HTML returned to Web Browser

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InfoviewInfoview

Corporate Categories and Folders

Hierarchical view of categories

Personalization using skins No programming required to

personalize the views

View Microsoft Office, PDF documents

Upload Programs and Hyperlink

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Multi Tier ArchitectureMulti Tier Architecture

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WebI – Getting StartedWebI – Getting Started

The Initial HTML Login Page

Call up your login page from a client

From your client’s Internet browser, type in the URL to

the Infoview login page

Standard URL is

http://<servername>:<portnumber>/businessobjects/ent

erprise115/InfoView

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Infoview LoginInfoview Login

For standard Business Objects login

choose Enterprise option in

Authentication mode

Name of the server on which BO-XI is

deployed

User name and Password

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Infoview Start PageInfoview Start Page

Title Area Objects Area

Navigation Panel

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Accessing DocumentsAccessing Documents User can view the list of documents by selecting the respective folders. Personal documents can be seen by clicking on Favorites folder. Inbox documents can be seen by clicking on Inbox folder. Corporate documents can be seen by clicking on Public folder.

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Accessing LinksAccessing Links

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Creating WebI documentsCreating WebI documents

Web Panel Overview

The Web Panel comes in three versions:

Java Report Panel Query - HTML HTML Report Panel

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Java Report PanelJava Report Panel

Formula Bar

Report View

Classes and Objects

Web Panel Toolbar

Formulas and Operators

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Query - HTMLQuery - HTML

Query Filters

Classes and Objects

Result ObjectsWeb Panel Toolbar

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HTML Report PanelHTML Report Panel

Classes and Objects

Section and Result Objects

Report Selection

Menu Bar

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Document Creation ProcessDocument Creation Process

Basic steps to create a WebIntelligence document.

1. Select a universe and open the Web Panel.

2. Build the document query using the universe’s objects.

3. Run the query by clicking the Run Query button.

The WebIntelligence system processes your request and displays the resulting document on the Document Results page.

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You open the Web Panel to create a new document by clicking the New button:

The Available Universes page opens. It lists all the universes you have the right to access.

Select the universe you want to base the new document on. The Web Panel opens with the selected universe’s objects loaded in the Classes and Objects panel.

Add Objects from the universe you just selected.

Run the Query

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Multiple Queries in a single Report

User can include one or multiple queries in a single report by clicking on the Add Query button.

The queries can be based on a single universe or on multiple universes available in Infoview.

Queries can be synchronized on a common dimension. Hence the data from the multiple queries can be shown in same block.

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Actions on queries

To add an object

To remove an object

To move an object

To insert an object

•Double-click the object in the Classes and

Objects panel.The object is added to the Detail

panel. (You may need to drag it to the precise

desired position.)

Note: If you drag and drop a class or subclass,

all of its objects may be inserted.

•Drag the object to the desired position in the

Section/ Detail panels.

Note: If you drop a class or subclass in the

Detail panel, all of its objects may be inserted.

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Actions on queries

To add an object

To remove an object

To move an object

To insert an object

•Drag the object back to the Classes and

Objects panel.

•Right-click the object, then select Delete from

the contextual menu.

•Select the object in the Section/Detail panel

then press the Del key.

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Actions on queries

To add an object

To remove an object

To move an object

To insert an object

•Click and drag the object until the cursor is

directly over one of the objects already in the

Detail panel. The new object is inserted to the

left of that object.

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Actions on queries

To add an object

To remove an object

To move an object

To insert an object

•Drag the object to the desired position.

•The position of the object will be

corresponding to that in the output of the query

when executed.

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SectionsSections

Move a cell from a table to create the section cell

Select a dimension object listed on the Data tab (objects and classes tab)

Report with sections

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Working with ReportsWorking with Reports

Tables Financial Tables Forms Cross tabs Grouped Bar Charts Line and Bar Charts Stacked Bar Charts Percent Bar Charts 3D Bar Charts Mixed Line Charts Stacked Line Charts Percent Line Charts 3D Line Charts 3D Surface Charts

Area Charts

Stacked Area Charts

Percent Area Charts

3D Area Charts

3D Volume Charts

Pie Charts

Doughnut Charts

Radar Line Charts

Stacked Radar Area Charts

Polar Charts

Simple Scatter Charts

Tables and Charts

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Working with ReportsWorking with Reports

Simple tabular report can be converted into charts, crosstab

and freeform

Right click on the table header and select Turn To option

Select the format you want to turn into.

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Working with ReportsWorking with ReportsExamples …Table Form

Crosstab Line and Bar

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Working with ReportsWorking with ReportsExamples …

3D Bar Charts 3D Line Charts

Stacked Radar Charts Area Charts

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Working with Document DataWorking with Document Data

User may want to restrict the amount of data displayed in a document, or Perform calculations on data. These options help user to analyze data by allowing him to look at it from different viewpoints. With WEBINTELLIGENCE user can:

Use predefined or user-defined conditions to restrict the type of data retrieved from the database.

Include prompts with the document, so that the reader can pre-select a condition value.

Make calculations on the document data and include them as part of the document table or chart.

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Working with Document DataWorking with Document DataThe major difference between query conditions and

document filters is that a condition is applied to the query and limits the data retrieved from the database, whereas the filter is applied to the data in the document to hide information and display only the information that you want to appear.

You can apply two different types of conditions or filters to a query object:

Predefined : This type of condition is defined by Designer while creating the universe.

User-defined : User-defined conditions and filters let you set up your own custom conditions to use in your document. They perform the same function as predefined conditions, but they also let you personalize the final document results.

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Pre-Defined ConditionsPre-Defined Conditions

Pre-defined condition objects can be found in their respective classes

Pre-Defined conditions

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User-Defined ConditionsUser-Defined Conditions

Following are the ways to apply the User-defined conditions to an object:

Drag the object from the Data Panel into the Query Filters Panel.Filter Editor will popup. Select the Operator (Equal to, Grater than etc)Select Operand TypeBased on the selection of Operand Type, select / enter the values in the right hand side of the Filter Editor.Click OK

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AlertersAlerters

Alerters are used to highlight results that meet or fail specific Business targets.

Alerters are dynamic. They always highlight the latest results.

Alerters can contain multiple conditions. Hence help to highlight information that meets multiple Business criteria.

An alerter can be made of multiple sub-alerters, each containing one or multiple conditions.

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AlertersAlertersHow to create an Alerter?

Click the Edit Report button. Select a table column, row, section cell, or a free-standing cell. Click the Alerters button on the report panel toolbar. Select New. Enter Name & Description. Select an Object, Condition & value of Operand. Click Format to modify formatting properties. Click OK to save changes.

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RankingRanking Ranking allows user to isolate the top and bottom records in a

set based on a variety of criteria.

Ranking options available in Web Intelligence are:

rank the top and/or bottom n records based on sum of a related measure.

rank the top and/or bottom n% of the total number of records based on the value of a related measure as a percentage of the total value of the measure.

rank the top and/or bottom n records based on the cumulative sum of a related measure.

rank the top and/or bottom n records based on the value of a related measure as a cumulative percentage of the total value of the measure.

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RankingRanking How to apply Ranking?• Select a block that you want to rank.

• Click Rank.

• Select Top/Bottom & enter number of records.

• Select the measure on which the ranking is based in the Based on list.

• Click For Each and select the dimension on which the ranking is based ranking is based on a particular dimension rather than all dimensions in the block.

• Select the rank calculation mode in the Calculation mode list (e.g. count, sum).

• Click OK.

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Sorting Report DataSorting Report Data Sorts are applied to organize the order in which results are

displayed. Sort orders available in Web Intelligence are:

Default Depending on type of data in column or row, referred as ‘natural’ order.

Ascending smallest value at the top of the column moving to the highest value at the bottom.

Descending Highest value at the top of column moving to the lowest value at the bottom.

Custom User’s own order.

To apply sorts: Select the section cell or table cells to be sorted. Click the down arrow next to the Apply/Remove Sort button on the

Report toolbar and then, select Ascending or Descending or Custom from the drop-down list.

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Drill ModeDrill Mode

Drill mode allows user to analyze the data in a document by breaking it down and view it from different angles and levels of detail.

To pinpoint the driving factor behind a good or bad result. In drill mode, user can analyze data in different levels of detail by analyzing the data retrieved from the database.

When working in drill mode, user is guided through the necessary steps by dynamic graphical features.

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Drill ModeDrill Mode

Hierarchies and Dimensions : Hierarchies can be created at Universe by universe designer Highest level object of the class is at the top and the most detailed at the

bottom

Example of Resort hierarchy:• Country• Resort• Service Line• Service

The Universe classes are the default hierarchies for drilling Universe designer can also set up custom hierarchies Hierarchies can also be created and edited at report level

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Drill ModeDrill Mode Making a Document Drillable : Document can be made drillable by two ways:

• With the document definition open in the Web Panel, click on the Drill button on the toolbar.

• While viewing the document click on the Drill icon (“Start Drill Mode”) on the top left corner.

The drillable document is displayed in the Document Results page .After you enable drill mode and run the query, the following changes take place in the document:

• The drillable information in document tables is underlined, representing hyperlinks to the other levels.

• Some of the headers may contain an up arrow, to indicate that you can drill up a level.

Users with access to the document can now drill on the data in the document using WEBINTELLIGENCE

Start Drill Mode

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Drill ModeDrill Mode Planning the Scope of Analysis

WEBINTELLIGENCE provides user with the following scopes of analysis:

• Custom Scope of Analysis : When you select a custom scope of analysis, you fill in the hierarchy manually

• One level of analysis :• Two levels of analysis :• Three levels of analysis :

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Drill ModeDrill Mode Setting the Scope of Analysis:

Click the Scope of Analysis button in the toolbar.The objects which are already present in Result Objects pane will be shown as gray.The other objects Represent different levels you can include in their corresponding scope of analysis.

To change the scope of analysis click Scope of Analysis dropdown. Select the level of analysis you want for the report.

If you’ve selected Custom Scope of Analysis, fill in the hierarchy by dragging the object from the Hierarchies list to the Custom Scope of Analysis section.

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Drill ModeDrill Mode Setting Up A Drillable Document

Objects in Query :

One Level of Analysis :

add one level to the

scope of analysis:

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Drill ModeDrill ModeAfter enabling drill mode and run the query, following table can be seen:

If you position your cursor over one of the hyperlinks, the tool tip

indicates that you can drill down to Quarter. Right click on the column

value shows the popup menu which guides about the drill options.

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Schedule DocumentsSchedule Documents

Documents can be scheduled from WebIntelligence.

Scheduled documents can be sent to different users or groups.

Different scheduling options are available.

User can schedule the document by clicking on the Schedule link available below the document name.

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Scheduling OptionsScheduling Options

User can select different options for scheduling:

• When

• Destination

• Format

• Caching Options

• Server Group

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When:

• Specify the interval of the document to run

• Select the days in case of weekly interval

• Select Start Time and End Time

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Destination:

• If it’s a default location, the document will be stored in that

• If it’s a specific location, user will have to specify different options

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Format & Caching Options:

• Specify the format in which the document has to be saved

• Specify the Caching Options

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Specify the Server Group and click on Schedule to schedule the document

User can view the status after scheduling the document

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Discussion PanelDiscussion Panel

Web Intelligence-XI R2

Documents

Transcript of Web Intelligence-XI R2