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Notes on Usage
Table of Contents
1 Introduction to SAP BusinessObjects Web Intelligence
1.1 Features of Web Intelligence 4.2
1.1.1 Core Product Functionality
1.1.2 Reading Mode versus Design Mode
1.2 Web Intelligence Clients
1.2.1 Web Intelligence HTML
1.2.2 Web Intelligence Java Applet
1.2.3 Web Intelligence Rich Client
1.2.4 Web Intelligence Interactive Viewer
1.3 Web Intelligence Preferences
1.3.1 Setting the View and Modify Selection Types
1.3.2 Locale When Viewing a Document
1.3.3 Drill Option Preferences
1.3.4 Saving to Microsoft Excel Priority
1.3.5 Document Orientation Setting
1.4 What’s New in Web Intelligence 4.2 SP 3 and SP 4
1.5 Summary
2 Creating New Documents and Queries
2.1 Creating a Web Intelligence Document from a Universe
2.2 The Query Panel in Web Intelligence
2.2.1 Creating the Query
2.2.2 Setting Query Properties
2.2.3 Previewing Data
2.2.4 Evaluating Generated SQL Script
2.2.5 Running the Query
2.3 Query Filters
2.3.1 Predefined Filters
2.3.2 Custom Filters
2.3.3 Quick Filters
2.3.4 Nested Conditions
2.4 Prompted Queries
2.4.1 Creating a Prompted Filter
2.4.2 Running the Query
2.4.3 Data Source Prompts
2.5 Saving Your Document in the BI Platform Repository
2.5.1 Save Document Dialog Box in Applet
2.5.2 Save Dialog Box in HTML
2.5.3 Using Refresh on Open Option
2.6 Other Data Sources
2.6.1 Excel as a Data Source
2.6.2 Free-Hand SQL as a Data Source
2.6.3 Text Files as a Data Source
2.6.4 Web Services as a Data Source
2.6.5 Analysis Views as a Data Source
2.7 Document Options
2.8 Summary
3 Creating a Report in Web Intelligence
3.1 Adding Data to Report Elements
3.1.1 Populating a Cross Table
3.1.2 Populating a Chart
3.2 Sections and Breaks
3.2.1 Setting a Section
3.2.2 Grouping Data with Breaks
3.2.3 Adding Custom Groups
3.3 Outline Navigation
3.3.1 Putting Outline into Action
3.3.2 Folding at Different Levels
3.4 Enhanced Sorting and Ranking
3.4.1 Sorting
3.4.2 Ranking
3.5 Conditional Formatting
3.6 Headers, Footers, and Background Images
3.7 Summary
4 The Web Intelligence Report Panel
4.1 The Web Intelligence Reporting Interface
4.2 Reporting Toolbars
4.2.1 Overview of the Function Tabs in Design Mode
4.2.2 Report Property Tab: File
4.2.3 Report Property Tab: Properties
4.2.4 Report Element Tab
4.2.5 Format (or Formatting) Tab
4.2.6 Data Access Tab
4.2.7 Analysis Tab
4.2.8 Page Setup Tab
4.3 The Side Panel
4.4 Report Panel
4.4.1 Working with Report Tabs
4.4.2 Formula Bar
4.4.3 Page Features
4.4.4 Status Bar
4.5 Report Property Categories
4.5.1 Report Elements
4.5.2 Relative Position and Object Alignment
4.5.3 Formatting
4.5.4 Data Access
4.5.5 Analysis
4.5.6 Page Setup and Layouts
4.6 Summary
5 Displaying Data with Tables
5.1 Using Tables
5.1.1 Adding Report Elements While Designing Reports
5.1.2 Manage Table Properties
5.1.3 Grouping
5.1.4 Freeze Header Rows and Columns
5.2 Table Types
5.2.1 Horizontal Table
5.2.2 Vertical Table
5.2.3 Cross Table
5.2.4 Form Table
5.3 Converting Table Formats and Types
5.4 Blank Cells, Predefined Cells, and Comment Cells
5.4.1 Blank Cells
5.4.2 Predefined Cells
5.4.3 Comment Cells
5.5 Summary
6 Displaying Data with Charts
6.1 Adding Charts to a Report
6.1.1 Converting Chart Types
6.1.2 Modifying an Existing Chart
6.2 Chart Types
6.2.1 Column Charts
6.2.2 Line Charts
6.2.3 Pie Charts
6.2.4 Bar Charts
6.2.5 Point Charts
6.2.6 Geographic Charts
6.2.7 Box Plots
6.2.8 Radar Charts
6.2.9 Map Charts
6.2.10 Tag Cloud
6.2.11 Waterfall
6.2.12 Gauge
6.2.13 Tile
6.3 Chart Properties
6.3.1 Customizing Charts
6.3.2 Useful Chart Properties
6.4 Zone Formatting
6.5 Custom Elements
6.5.1 Using a Custom Element
6.5.2 Custom Element Properties
6.6 Summary
7 Making an Impact with Charts
7.1 Properties That Enhance the Display of Data
7.1.1 Modifying Chart Properties
7.1.2 Global Configurable Options
7.1.3 Title Category Options
7.1.4 Legend Category Options
7.1.5 Category Axis Options
7.1.6 Value Axis Options
7.1.7 Plot Area Options
7.2 Hierarchical Charting with Relational Data
7.3 Reports Functioning as Dashboards
7.4 Formatting Tips
7.4.1 Measure Formatting
7.4.2 Region Color and Value Axis Stacking
7.5 Custom Color Enhancements
7.6 Summary
8 Report Properties, Tools, and Formatting
8.1 Formatting Report Properties
8.2 Document Summary
8.3 Navigation (Report) Map
8.4 Input Controls
8.4.1 Document Input Controls
8.4.2 Grouping Input Controls: Cascading Filters
8.5 Web Services Publisher
8.6 Available Objects (Design Mode Only)
8.7 Document Structures and Filters
8.8 Data
8.9 Style Sheet Modification
8.10 High Precision Numbers
8.11 Geolocalizing a Dimension
8.11.1 Geolocalize by Name
8.11.2 Geolocalize by Latitude and Longitude
8.12 Summary
9 Filtering Data in the Query Panel and Report Panel
9.1 Filtering in the Query Panel
9.1.1 Predefined Filters
9.1.2 User-Defined Filters
9.1.3 Filtering with Wild Cards
9.1.4 Nested Query Filters
9.1.5 Value(s) from List
9.1.6 Prompted Filters
9.2 Complex Filtering Options
9.2.1 Database Ranking
9.2.2 Subqueries
9.2.3 Dynamic Default Value for UNX Prompts
9.2.4 Filtering through BI Sets
9.3 Filtering in the Report Panel
9.3.1 Simple Filtering with the Filter Bar
9.3.2 Report Element Filters
9.3.3 Filtering with Input Controls
9.3.4 Input Control Groups
9.4 Conditionally Hiding Report Elements
9.5 Element Linking
9.5.1 Adding Element Linking
9.5.2 The Impact of Element Linking
9.6 Summary
10 Scope of Analysis and Drill Functionality
10.1 Setting the Scope of Analysis in the Query Panel
10.2 Drill-Down Setup in the Report Panel
10.3 Drilling on Tables
10.3.1 Drilling on Dimensions
10.3.2 Drilling on Measures
10.4 Drilling on Charts
10.4.1 Dimensions on Chart Axis
10.4.2 Dimensions on Legends
10.4.3 Measures on Chart Bars and Markers
10.5 Taking a Snapshot
10.6 Drill Options
10.6.1 Document Settings for Drill Functionality
10.6.2 User Settings for Drill Functionality
10.7 Summary
11 Using Formulas and Variables
11.1 Formulas and Variables
11.1.1 Converting In-Place Objects into Formulas
11.1.2 Exploring the Formula Editor
11.1.3 Creating Variables
11.2 Custom Grouping
11.3 Reporting Functions and Operators
11.3.1 Newest Functions
11.3.2 Aggregate Functions
11.3.3 Character Functions
11.3.4 Date and Time Functions
11.3.5 Document Functions
11.3.6 Data Provider Functions
11.3.7 Miscellaneous Functions
11.3.8 Logical Functions
11.3.9 Numeric Functions
11.3.10 Set Functions
11.3.11 Operators
11.4 Formula Syntax
11.4.1 Primary Formula Syntax Rules
11.4.2 If/Then/Else Syntax
11.4.3 Saving a Variable
11.4.4 Modifying a Variable
11.5 Input, Output, and Calculation Contexts
11.5.1 Aggregates in Context Formulas
11.5.2 Report Structure Operator and Keyword Combinations
11.5.3 Context Operators
11.6 References
11.6.1 Creating a Reference
11.6.2 Using a Reference
11.6.3 Reference Error Code
11.7 Summary
12 Advanced Query Panel Functionalities
12.1 Cascading and Optional Prompts
12.1.1 Defining a Cascading List of Values in the Universe Design Tool
12.1.2 Using a Cascading List of Values as a Prompted Filter
12.1.3 Refreshing a Report with a Prompted List of Values
12.1.4 Optional Prompts
12.2 Saving Prompts Answers in BI Variants
12.2.1 Creating a BI Variant
12.2.2 Using BI Variants
12.2.3 Managing BI Variants
12.3 Querying Multidimensional Data Sources
12.3.1 Multidimensional Metadata
12.3.2 Member Selector
12.3.3 Member Selector: Members Tab
12.3.4 Member Selector: Metadata Tab
12.3.5 Member Selector: Prompt Tab
12.3.6 Member Selector: Summary Pane
12.3.7 Displaying Hierarchies
12.4 Editing Auto-Generated SQL Scripts
12.5 Support of Query Stripping
12.6 Partial Results, Purged Data, and Cancelled Queries
12.6.1 Retrieving Partial Results
12.6.2 Purging Data
12.6.3 Cancelling a Query
12.7 Summary
13 Access to SAP BW and SAP HANA
13.1 SAP BW and SAP HANA Access Overview
13.1.1 SAP HANA and SAP BW
13.1.2 SAP HANA as a Platform
13.2 SAP BEx Query through Direct Access
13.2.1 Creating a Document in SAP BEx Direct Access
13.2.2 Answering SAP BEx Query Variables
13.3 SAP BEx Query through Multidimensional Universe
13.3.1 Multidimensional Universe
13.3.2 Creating a Document from Multidimensional Universes
13.3.3 Answering SAP BEx Query Variables
13.4 SAP BW through Relational Universe
13.4.1 Relational Universe in the Information Design Tool (UNX)
13.4.2 Relational Universe in the Universe Design Tool (UNV)
13.4.3 Creating a Document from a Relational Universe
13.5 SAP HANA Direct Access
13.5.1 Creating a Document in SAP HANA Direct Access
13.5.2 Answering SAP HANA Input Parameters and Variables
13.6 SAP HANA Online Mode
13.6.1 Creating a Document in Online Mode
13.6.2 Answering SAP HANA Variables and Input Parameters
13.6.3 Partial Result
13.6.4 Switching to SAP HANA Direct Access
13.7 SAP HANA View through Relational Universe
13.7.1 Relational Universe
13.7.2 Answering SAP HANA Variables
13.8 SAP HANA through Free-Hand SQL
13.9 Summary
14 Using Multiple Queries and Data Sources
14.1 Setting Up a Combined Query
14.1.1 Union
14.1.2 Intersection
14.1.3 Minus
14.1.4 Remove a Combined Query
14.2 Adding a New Query
14.2.1 Adding Queries and New Data Providers
14.2.2 Including New Result Data
14.2.3 Options to Display Available Objects
14.2.4 Adding New Data Source in SAP HANA Online Mode
14.3 Managing Queries
14.4 Running Multiple Queries
14.4.1 Refreshing Documents Containing Multiple Queries
14.4.2 Prompts
14.4.3 Multiple Queries Parallel Refresh
14.5 Merging Dimensions
14.5.1 Creating a Merged Dimension
14.5.2 Merging Geo-Localized Dimensions
14.5.3 Additional Options for Merged Dimensions
14.5.4 Modifying Merged Dimensions
14.6 Merging Variables
14.6.1 How to Merge Variables
14.6.2 Merging Geo-Localized Variable
14.7 Changing Source
14.7.1 Change Source Strategies
14.7.2 Change Source Workflow
14.7.3 Bulk Change Source
14.7.4 Change Source Excel, Text, and Free-Hand SQL
14.8 Summary
15 Adding Hyperlinks in Web Intelligence Documents
15.1 Linking to Document with the HTML Client
15.1.1 Adding a Hyperlink to a Web Intelligence Document
15.1.2 Setting Hyperlink Properties
15.1.3 Adding a Hyperlink to Prompted Documents
15.2 Linking to the Web Page URL
15.2.1 Adding Hyperlinks to Web Pages
15.2.2 Adding a Hyperlink to a Web Intelligence Document Using Its URL
15.2.3 Getting Document OpenDocument URL
15.2.4 Adding Hyperlinks to the SAP BusinessObjects Dashboard
15.3 OpenDocument Syntax
15.3.1 Document Identifier Parameters
15.3.2 Input Parameters
15.3.3 Output Parameters
15.4 Summary
16 Working in the BI Launch Pad
16.1 Navigating in BI Launch Pad
16.1.1 Header Panel
16.1.2 List Panel
16.1.3 Tabs
16.2 Setting BI Launch Pad Preferences
16.2.1 General Preferences
16.2.2 Locales and Time Zone Preferences
16.2.3 Changing Your Password
16.3 Organizing in Folders and Categories
16.3.1 Folders
16.3.2 Categories
16.3.3 Organizing Objects
16.4 Deleting Documents and the Recycle Bin
16.5 Viewing, Printing, and Saving Objects in BI Launch Pad
16.5.1 Web Intelligence Viewer Toolbar
16.5.2 Additional Menu Options
16.6 Summary
17 Using Web Intelligence with SAP BusinessObjects BI Workspaces
17.1 Introducing BI Workspaces
17.1.1 BI Workspaces Toolbar
17.1.2 BI Workspaces Module Library
17.1.3 Setting BI Workspaces Preferences in the BI Launch Pad
17.1.4 Setting Web Intelligence Preferences in the BI Launch Pad
17.2 Working with Modules
17.2.1 Text Modules
17.2.2 Compound Modules
17.3 Working with Web Intelligence Report Parts
17.4 Using a BI Workspace as the Default Home Tab
17.5 Printing BI Workspaces
17.6 Content Linking
17.7 Summary
18 Interaction from a User’s Perspective
18.1 Creating Shortcuts and Hyperlinks
18.1.1 Shortcuts
18.1.2 Hyperlinks
18.2 Searching within the BI Launch Pad
18.2.1 Running the Search
18.2.2 Searchable Object Types
18.2.3 Search Techniques
18.3 Sorting and Filtering Content
18.4 Creating Discussions
18.4.1 Notes
18.4.2 Discussion Threads
18.5 Commenting Documents
18.5.1 Adding Comments
18.5.2 Managing Comments
18.5.3 Comments Function
18.6 Tracking Data Changes
18.6.1 Setting Reference Data
18.6.2 Formatting Changed Data
18.6.3 Displaying Tracked Data
18.6.4 Advanced Tracking Techniques
18.7 Summary
19 Sharing Web Intelligence Content
19.1 Sharing Document Content through Shared Elements
19.1.1 Creating Shared Elements
19.1.2 Using Shared Elements in Web Intelligence Documents
19.1.3 Identifying Document Shared Elements
19.1.4 Updating and Unlinking Shared Elements
19.1.5 Managing Shared Elements
19.2 Using the Send Feature in BI Launch Pad
19.2.1 BI Platform Inbox
19.2.2 Email
19.2.3 FTP Location
19.2.4 File Location
19.2.5 Using Placeholders
19.3 Exporting a Web Intelligence Report
19.3.1 Exporting Document Data or Query Data
19.3.2 Exporting in Web Intelligence Applet or Rich Client
19.3.3 Exporting in Web Intelligence HTML
19.4 Scheduling a Web Intelligence Report
19.4.1 Scheduling in BI Launch Pad
19.4.2 Viewing Latest Instance
19.4.3 Viewing History
19.5 Summary
20 Report Scheduling and Distribution with Publications
20.1 Publication Roles
20.1.1 The SAP BusinessObjects Administrator
20.1.2 The Web Intelligence Report Designer
20.1.3 The Publication Designer
20.1.4 The Publication Recipient
20.2 Creating a Publication
20.2.1 Naming the Publication
20.2.2 Choosing the Source Documents
20.2.3 Choosing Enterprise Recipients
20.2.4 Choosing Dynamic Recipients
20.2.5 Setting Publication Properties
20.2.6 Testing the Publication
20.3 Mobile Publications
20.4 Summary
21 Web Intelligence Rich Client
21.1 How Web Intelligence Rich Client Is Different
21.1.1 Working in Offline Mode
21.1.2 Working in Connected Mode
21.1.3 Working in Standalone Mode
21.2 Data Provider Options
21.2.1 Import a Universe from the Repository
21.2.2 Query Panel in Web Intelligence Rich Client
21.3 Working with Web Intelligence Reports
21.3.1 Opening Documents from the Repository
21.3.2 Saving Reports Locally
21.3.3 Exporting Reports to Repository
21.3.4 Printing from Web Intelligence Rich Client
21.3.5 Sending Reports as Email Attachments
21.4 Setting Preferences in Web Intelligence Rich Client
21.5 Summary
22 Web Intelligence Interactive Viewer
22.1 New BI Launch Pad and Web Intelligence Interactive Viewer Overview
22.2 Navigating in the New BI Launch Pad
22.2.1 BI Launch Pad Interface
22.2.2 Document Contextual Menu
22.3 Viewing a Document
22.3.1 Web Intelligence Interactive Viewer Interface
22.3.2 The Fading Toolbar
22.3.3 Navigating in a Document
22.3.4 Expanding and Collapsing Hierarchies
22.3.5 Comments
22.3.6 Listing Document Properties
22.4 Refreshing a Document
22.4.1 Prompts
22.4.2 BI Variants
22.5 Filtering a Report
22.5.1 Listing Prompts Values
22.5.2 Document and Report Input Controls
22.5.3 Drill Filters
22.5.4 Element Linking
22.6 Sorting or Ranking Data in a Report
22.7 Scheduling a Document
22.8 Saving and Exporting to XLS and to PDF
22.9 Setting Web Intelligence Preferences
22.10 Logging Out
22.11 Summary
23 Connecting SAP BusinessObjects Live Office to Web Intelligence and Universes
23.1 Introduction to SAP BusinessObjects Live Office
23.1.1 Integration with Web Intelligence Documents
23.1.2 Live Office Ribbon Menu
23.1.3 Accessing the Live Office Insert Wizard
23.2 Creating Queries from Universes
23.2.1 Selecting the Universe
23.2.2 Creating the Query
23.2.3 Running the Query
23.2.4 Displaying the Summary
23.3 Retrieving Web Intelligence Content
23.3.1 Selecting the Web Intelligence Document
23.3.2 Selecting Document Content
23.3.3 Displaying the Summary
23.4 Editing Added Content
23.5 Setting Preferences
23.5.1 Application Options
23.5.2 Data Refresh Options
23.5.3 Object Properties
23.6 Summary
24 Mobile Business Intelligence
24.1 Introducing SAP BusinessObjects Mobile
24.2 Designing Reports for Mobile Viewing
24.2.1 Mobile Categories
24.2.2 Mobile versus MobileDesigned
24.3 Mobile-Only Analytic Types
24.3.1 Query and Formula Design
24.3.2 Creating Sparklines
24.3.3 Creating Bullet Graphs
24.3.4 Creating Micro Bar Charts
24.3.5 Creating Scorecards
24.4 Report Linking
24.5 Input Controls
24.6 Mobile Thumbnails
24.7 Summary
A Converting Desktop Intelligence Reports to Web Intelligence Documents
A.1 Planning Your Conversion to Web Intelligence
A.1.1 Analyze Existing Desktop Intelligence Document Usage
A.1.2 Identify Users with Desktop Intelligence Installed
A.1.3 Publish Locally Saved Desktop Intelligence Documents to the Repository
A.1.4 Prioritize, Consolidate, and Eliminate
A.1.5 Customize the Conversion Plan and Roadmap
A.1.6 Perform Document Conversion
A.1.7 Execute Post-Conversion Analysis and Validation
A.1.8 Manually Create Unconverted Documents
A.1.9 Educate Users on Web Intelligence
A.2 Running the Report Conversion Tool
A.2.1 Report Conversion Tool Workflow
A.2.2 Freehand SQL Conversion
A.3 Desktop Intelligence Compatibility Pack
A.4 Summary
B Web Intelligence Security Rights
B.1 SAP BusinessObjects BI Platform Security Model
B.2 Web Intelligence Application Rights
B.2.1 Data: Enable Data Tracking
B.2.2 Data: Enable Formatting of Changed Data
B.2.3 Desktop Interface: Enable Local Data Providers
B.2.4 Desktop Interface: Enable Web Intelligence Desktop
B.2.5 Desktop Interface: Export Documents
B.2.6 Desktop Interface: Import Documents
B.2.7 Desktop Interface: Install from BI Launch Pad
B.2.8 Desktop Interface: Print Documents
B.2.9 Desktop Interface: Remove Document Security
B.2.10 Desktop Interface: Save Document for All Users
B.2.11 Desktop Interface: Save Documents Locally
B.2.12 Desktop Interface: Send by Mail
B.2.13 Disable Export to BI On Demand for this User
B.2.14 Disable Import from BI On Demand for this User
B.2.15 Documents: Disable Automatic Refresh on Open
B.2.16 Documents: Enable Auto-Save
B.2.17 Documents: Enable Creation
B.2.18 General: Edit My Preferences
B.2.19 General: Enable Right-Click Menus
B.2.20 Interfaces: Enable Rich Internet Application
B.2.21 Interfaces: Enable Web Viewing Interface
B.2.22 Left Pane: Enable Document Structure and Filters
B.2.23 Left Pane: Enable Document Summary
B.2.24 Query Script: Enable Editing (SQL, MDX, ...)
B.2.25 Query Script: Enable Viewing (SQL , MDX, ...)
B.2.26 Reporting: Create and Edit Breaks
B.2.27 Reporting: Create and Edit Conditional Formatting Rules
B.2.28 Reporting: Create and Edit Input Controls
B.2.29 Reporting: Create and Edit Predefined Calculations
B.2.30 Reporting: Create and Edit Report Filters and Consume Input Controls
B.2.31 Reporting: Create and Edit Sorts
B.2.32 Reporting: Create Formulas and Variables
B.2.33 Reporting: Enable Formatting
B.2.34 Reporting: Enable Merged Dimensions
B.2.35 Reporting: Insert and Remove Reports, Tables, Charts, and Cells
B.2.36 Sharing: Publish Shared Elements
B.2.37 Sharing: Insert Shared Elements
B.3 Web Intelligence Document Rights
B.3.1 Edit Query
B.3.2 Export the Report’s Data
B.3.3 Publish Shared Elements
B.3.4 Refresh List of Values
B.3.5 Refresh the Report’s Data
B.3.6 Save as CSV
B.3.7 Save as Excel or Text
B.3.8 Save as PDF
B.3.9 Use Lists of Values
B.3.10 View SQL
B.4 Mandatory Rights for Common Workflows
B.4.1 Viewing a Web Intelligence Document
B.4.2 Creating a Web Intelligence Document
B.4.3 Saving a Web Intelligence Document
B.4.4 Refreshing a Web Intelligence Document
B.4.5 Editing a Web Intelligence Document
B.4.6 Scheduling a Document
B.5 Security Reports
C The Authors
Index
Service Pages
Legal Notes
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