Web Intelligence - I

Agenda
Session 1: Basics
Web Intelligence Overview Creating a New Webi document Restricting data returned by Query Report Design (Formatting Reports covered in this Part)

Session1 - Agenda
Web Intelligence Overview Creating a New Webi document Saving a Webi document Modifying a Query

Restricting Data returned by a Query

Working with tables Presenting data in free-standing cells Presenting data in charts Formatting of Charts
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Web Intelligence Overview

Web Intelligence provides an easy to use user interface for building and analyzing reports.
You can access information without much database knowledge.

It allows you to perform the below tasks in a single tool

- Querying - Reporting - Analyzing - Sharing

Creating a New Webi document

Click on New in the Infoview Home page Select Web Intelligence document Select the Universe Web Intelligence automatically launches the document editor

Select the universe by clicking on it

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Building a Query
Drag the objects from Data tab and drop in Result Objects pane.

Running a Query & Viewing the Report

Click on Run Query View the Report

Saving a Webi document

Click on Save butto n

Provide the Report Title

Provide the Report Description

Select the Folder where the report is to be saved

Click on OK button

Edit Query Interface Elements

New Document button Edit Query button Edit Report button Run Query button Purge Data button User Settings button Help button Configure View button Show/Hide Filter Pane button Show/Hide Scope of Analysis button Add Query button Add Quick Filter button
Add Subquery button Add Database Ranking Add a Combined Query View SQL button

Modifying a Query
Click on Edit Query Adding one more object Store name to the query Run Query

Query Result

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Restricting data returned by a Query

Limit the amount of data Improving the Performance

Operators

You can restrict the data by the following

- Query Filters - Prompts

3 elements of a filter :
an object an operator a value(s)
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Example for a Query Filter

To see the Sales revenue of California state only

Drag the object from

Data tab to the Query Filters pane
Select the Operator

Select the required value from List of values

Run Query

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Query Filter Result

Results are displayed for California state only

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Types of Query Filters

Predefined Query Filters

Single and Multi-value Filters

Prompts

Complex Filters

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Prompts
Allows user to select values while refreshing the document.
Drag and drop the object from data tab to Query filter pane

Select prompt from drop down list

Click on the button to set prompt properties

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Click on OK button after setting the prompt properties

Prompts
Click on Run Query Double click the required values and click on Run Query

The Prompt Result

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Removing Query filters

Drag the filter you want to remove and drop it onto the Universe pane. Or Select the filter, right click then press the Remove key.

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Displaying data in Tables

Crosstab
Vertical Table

Form Table Horizontal Table

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Creating Tables

Creating a Vertical Table from the Template

After creating a report, Right click the Report tab Select Insert Report option Drag and drop the Vertical Table template from Templates tab to Report Tab Drag and drop the objects from Data tab over blue column heading

Report tab

Placing the object on Template

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Creating Horizontal Table

Right click the Report tab Select Insert Report Drag the Horizontal Table template from Templates tab to Report tab Drag and drop the objects from the data tab over blue column header

Horizontal Table
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Creating a Crosstab
Drag the Crosstab Table template from Templates tab to Report tab Drag and drop the dimension objects from data tab over blue headers Drag and drop the measure objects from data tab over body cell

Crosstab

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Creating a Form Table

Drag the Form Table template from Templates tab to Report tab Drag and drop the objects from data tab over blue header

Form Table

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Working with Tables

Changing table formats Duplicating tables Delete tables, rows or columns

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To change a Table Format

To change from Vertical table to Crosstab, drag the required template from Templates tab and drop on the Vertical table

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Duplicating tables
Position the cursor at the edge of table Click on the border Hold down the CTRL key and drag to an empty area.

Duplicate table

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Deleting tables, rows or columns

Deleting Table Deleting Column

Deleting Row Clearing Cell contents

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Presenting data in Free-Standing Cells

Inserting Blank cell in the Report Display text in a Blank cell
Select the blank cell and type the require d text in formula box

Using Last Refresh Date

Setting the Date/Time Format

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Modifying the default Report Properties

Changing

Background Color
Select the background color

Applying Background Image

Select Background Image Property Specify the Image and click OK button

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Modifying the default Table Properties

Select the table

Select the Properties tab

Changing Header cells Format

Specify Courier New as Font Name and change background color to (153,51,102)

Click on + sign to expand the Properties

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Modifying the default Cell Properties

Select the Column from table

Changing body Cells format

Select the Properties tab

Adjusting Cell Height

Applying yellow color Applying Padding

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Changing the Column Header Text

Select the Column Header Select the Formula Toolbar Type the required Text Press Enter
Delete the default Text and provide the required Text in the box

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Presenting data in Charts

Chart Types

Bar Chart Line Chart Area Chart Pie Chart Radar Chart

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Bar Charts
2D Bar Chart

3D Bar Chart

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Creating a Chart
Drag the chart template from Templates tab onto the empty area of the document Place the dimensions on X-axis and measure objects on Y-axis from data tab Click the View Results button

Bar Graph

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Creating a Chart from a Table

Select the Table and Right click

Select the required chart format

Click on Turn To option

Resultant Pie Chart Click on OK button

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To change back chart into a Table

Select the Chart and Right click Select the required Table format

Click on Turn To option

Resultant Vertical table

Click on OK button

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Formatting a Pie Chart

Showing Data Values

Showing Data Values as Percentage

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Formatting a Bar Chart

Showing Legend

Changing the X-axis Label

Orienting the Y-Axis values

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Palette Editor
Click on Palette option in Data tab Click on Edit palette Select each color box and modify to required color Palettes can be customized by changing each color in Palette editor

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References

Click on the following link

http://support.businessobjects.com/documentation/product_guides/default.asp

Select Web Intelligenc e from drop down list

Click on the items to downloa d

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Dowloaded PDF format Reference1

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Dowloaded PDF format Reference 2

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