Professional Documents
Culture Documents
Author
This manual was prepared by:
Gabriel Ionescu
Business Consultant
BearingPoint
Izvor 80
050564 Bucharest
Romania
gabriel.ionescu@bearingpoint.com
TABLE OF CONTENTS
PAGE
Contents
1
1.1.
1.1.1.
1.1.2.
1.1.3.
1.2.
1.2.1.
1.2.2.
1.2.3.
1.3.
1.3.1.
1.3.2.
1.3.3.
2.1.
2.2.
2.2.1.
2.2.2.
2.3.
2.3.1.
2.4.
2.4.1.
2.4.2.
2.4.3.
2.5.
2.5.1.
2.5.2.
2.6.
2.6.1.
2.6.2.
2.6.3.
3.1.
3.1.1.
3.1.2.
3.1.3.
3.2.
3.3.
3.3.1.
3.3.2.
3.3.3.
3.4.
3.4.1.
3.5.
3.5.1.
3.5.2.
3.5.3.
3.6.
3.6.1.
3.6.2.
3.6.3.
3.6.4.
4.1.
Working with Web Intelligence Documents ...............................................25
4.1.1. Components of Web Intelligence Document .............................................25
4.2.
Customizing User Preferences ....................................................................27
4.2.1. Web Intelligence Desktop General Preferences .........................................27
4.2.2. Web Intelligence Desktop View Preferences..............................................27
4.2.3. Web Intelligence Desktop Locale Preferences ...........................................27
4.2.4. Web Intelligence Desktop Drill Preferences ...............................................28
4.2.5. Web Intelligence Desktop Proxy Preferences ............................................28
4.2.6. Change the password .................................................................................28
4.3.
Web Intelligence Application Structure......................................................29
4.3.1. Working with Left Panels View ...................................................................29
4.3.2. Displaying the Document Summary ...........................................................29
4.3.3. Managing reports .......................................................................................30
4.4.
Displaying data in tables .............................................................................30
4.4.1. Viewing tables in different display modes..................................................31
4.4.2. Create default vertical table .......................................................................31
4.4.3. Create a table using a template..................................................................31
4.5.
Working with tables....................................................................................32
4.6.
Presenting data in free-standing cells ........................................................33
4.7.
Changing the Default Number Format .......................................................33
4.8.
Insert Text Label in a Cell ............................................................................34
4.9.
Modify Default Text style of Multiple Cells Simultaneously .......................34
4.10. Presenting Data in Charts ...........................................................................34
4.10.1. Column charts .............................................................................................34
4.10.2. Line charts...................................................................................................35
4.10.3. Pie charts ....................................................................................................35
4.10.4. Point charts .................................................................................................35
4.10.5. Bar charts ....................................................................................................35
4.10.6. Radar charts ................................................................................................35
4.10.7. Other charts: ...............................................................................................35
4.10.8. Create a chart .............................................................................................36
4.10.9. Create a chart from a table.........................................................................36
4.10.10. Create a table from a chart .......................................................................36
4.11. Formatting WEBI.........................................................................................36
5.1.
5.2.
5.3.
5.3.1.
5.3.2.
5.3.3.
5.3.4.
5.3.5.
5.4.
6.1.
6.1.1.
6.1.2.
6.1.3.
6.1.4.
6.2.
6.2.1.
6.3.
6.3.1.
7.1.
7.1.1.
7.1.2.
7.1.3.
7.1.4.
7.1.5.
7.2.
7.2.1.
7.3.
7.4.
7.5.
7.6.
8.1.
8.1.1
8.1.2
8.2.
8.2.1.
8.2.2.
8.3.
8.3.1.
8.3.2.
8.3.3.
8.4.
8.4.1.
8.4.2.
8.4.3.
8.5.
8.6.
8.6.1.
8.6.2.
8.7.
8.7.1.
8.7.2.
8.7.3.
8.8.
8.8.1.
8.8.2.
8.8.3.
8.8.4.
8.8.5.
8.9.
8.9.1.
8.9.2.
9.1.
9.2.
9.3.
9.3.1.
9.3.2.
9.3.3.
9.3.4.
9.3.5.
9.3.6.
Formulas .....................................................................................................68
Variables .....................................................................................................68
Using Formulas and Variables ....................................................................68
Create a Variable as a Response to a Prompt.............................................68
Create a Formula ........................................................................................69
Create a Variable from Formula .................................................................69
Modify and Delete a Variable .....................................................................70
Creating Variable from Document functions..............................................70
Display Document Name as variables (Pre-defined values) .......................71
10
Calculation Contexts................................................................... 72
10.1.
10.1.1.
10.2.
10.2.1.
10.2.2.
10.2.3.
10.2.4.
10.2.5.
10.2.6.
10.3.
11
11.1.
11.2.
11.3.
11.4.
11.5.
11.6.
11.6.1.
11.7.
12
12.1.
12.2.
12.3.
12.4.
12.5.
12.6.
12.7.
12.7.1.
12.8.
query organizations databases using everyday business terms and easy to use interface
create simple or complex reports and share with colleagues in enterprise
help making decisions. Right information at fingertips to make decisions
access to information using business vocabulary without technical details
share information with colleagues
Web Intelligence core functions: Querying, Reporting, Analyzing, Sharing
Allows users to access and analyze corporate data from heterogeneous data sources, online or
offline
Share information and insights with colleagues and partners on intranet or extranet
Data sources:
Relational databases (RDBMS)
Online analytical processing server (OLAP)
Personal data providers: Excel files and CSV
Bex queries from SAP infocubes
Web services
Advanced Analysis workspaces
SAP High Performance Analytical Appliance (HANA) data source
Can be accessed trough BI Launchpad then create and analyze and share documents with others
Can use Web Intelligence Desktop(WID) a Windows stand alone application: when want to make
calculations locally; or when want to use WI without installing BOBJ server
WID can connect with BI BOBJ server repository = Central Management Server (CMS), in
connected mode, so can export document created locally, that can be accessed from BI
Launchpad.
semantic layer = view of organizational data presented as one or more universes. Access to
Relational Databases and OLAP is made trough semantic layer = universes
other data sources such as BEx or Excel file can be accessed without an universe
Universes are based on business terminology, a shield for users from database technical
complexity
WI use universes to access data. Using universe data queries are built using everyday terms.
Terms used:
Object = element in a universe that map to a specific set of data in a relational database.
Each object in universe has a common business term in organization: Country, Year,
Revenue, Customer name etc. Are represented by blue diamonds, orange rectangles,
yellow funnels;
Class = logical groups or related objects. Classes are indicated by the yellow folder icon.
Ex. Store class contain State, City and Store name and a subclass called Stores details
Query filters = are used to restrict data returned by an object to a query. Are identified by
yellow filters;
Universe = a SAP BOBJ universe relates the objects for a business area to organizations
data in databases. Are created by universe designers that makes them available. Are
chosen before creating the query.
1.2.
-
tools for generates reports automatically, easy analysis and help for decision make
WI has access directly to source databases allowing robust query and analysis options. This helps
to answer everyday problems and questions and to help easier decision making.
Select the data source that gives access to data. For example an universe.
Use Web Intelligence Query Panel to add and organize objects from the universe
In query panel select the objects and filters that represent the business question. If connected to
CMS the query is sent to WI server (CMS) which generates the final SQL statements
The SQL is applied to database which returns the rows of data and send back to WI Server which
organize it in a microcube called data provider.
The data is displayed in a WI report as a table or complex chart, ready for analysis.
1.3.
drag and drop object, insert calculation, change display to make easier access to information
multi dimensional analysis at global level or drilling down to a more detailed level of information
SAP BOBJ BI is a BI platform that combines end-user insights with flexible system management
save as public document or sent document directly to other users if they are Launchpad users
The CMS stores public and sent documents and allows others to access them
Documents can also be saved in Excel or PDF format and sent to colleagues
Share web intelligence documents:
Save documents on workstation as .WID format, PDF, Excel or CSV format
Send by email in formats saved before
Export documents to CMS as public or personal document
from BI Launchpad send document to a user or group
from BI Launchpad save document to CMS as public or personal document
from BI Launchpad schedule to refresh and send document using BI Launchpad scheduler
depending on authorization given by administrator can schedule and view the list of scheduled
documents
when schedule a document, specify a time and date to refresh and send it to other users
10
2.2.
Query Process
Using one of WI panels you construct a business question or query that represents the needed
information
Query is sent to WI server
WI server retrieves data from database and stores it in a form of microcube
The content of microcube is formatted and displayed in WI report in form of tables, cross tabs
and charts for analysis
2.2.1. Universes
-
Easier access of data using business terms rather than technical SQL
BO Universe = semantic layer that maps everyday terms (business environment) with data stored
in database (SQL)
Data is accessed by drag and dropping
Is created by universe designer with BO Designer then make them available to users to select the
appropriate terms to create queries
In universes business term are listed as objects. Similar business terms are grouped in classes.
funnel -
11
2.3.
2.4.
Query definition
Data returned by query
One or more reports
One or more blocks and formatting
Local variables and conditional formatting rules
To create a WI document:
A. Choose the data source of the query
12
13
- Excel document
For PDF and Excel the description, keywords and options are not saved
8. Click Save
2.5.
After created a query, is easy to add and remove objects in underlying query
In Data Access toolbox click on Edit to open Query Panel and add and remove objects and
predefined query filters
Run query and in WID main window can move easily the objects from Available Objects to
the report blocks by clicking and dragging this is called projecting data
Steps:
1. In Web Intelligence Desktop click on Data Access toolbox
2. Click Edit button -> Query Panel: add and remove objects by double click and by
dragging in the Result objects panel
3. Click Run Query button: Query Panel closes and new added objects are available in
Available objects panel in WID
Project data into a table steps:
1. When report is empty, choose a clas or object from Available objects and drag it on
the report
2. If report already contains a table or chart and want to create a new one, drag
objects or class to an empty space
3. To add an object to a table drag from Available object to the left or to the right of a
reports cell
4. Drop the object. A new column will appear. The column header contains the name of
the object.
Do not drop on existing block header or footer.
If the body of a cell is highlighted then the dragged object will replace the highlighted
one. The content is in a vertical table to change it use Turn Into feature
5. Save the document
High-level aggregation: when a report shows Sales revenue broken down by Year and
Quarter
Low-level aggregation: when add to report Store name, the report is broken down further
14
2.6.
15
It contains:
1. Name: type the name. By default queries are named Query 1, Query 2
2. Universe: selected universe. Button on right allows to change it
3. Limits:
- Max rows retrieved - number of rows. It can be overridden by administrator in security
profile
- Max retrieval time when query run takes too long to run
4. Sample: returns a number of records (Sample Results Set) , the same one at each run or not (fixed
mark).
5. Data:
- retrieve duplicate rows
- retrieve empty rows
- enable query stripping
6. Security:
16
Allow other users to edit all queries: if not checked only the author has the right to
modify the query
7. Prompt order: The order of filters that take effects
8. Contexts: Allows to run the query context (for example rented cars vs sales cars)
- Reset contexts checked: the user is prompted at each start for desired context; otherwise
remembers the last one
- Clear contexts allows to remove the context set in last refresh
View or modify query properties:
1. In Query Panel click on Query Properties button
2. Modify the query properties as desired: additional restrictions can be added. Already
restrictions cannot be overridden
2.6.3. View the querys SQL
-
17
Query Filters retrieve a subset of available data , based on the definition of the filter. Ex filter on
year to see sales of a specific year
Ensure to retrieve only the data that interests. Minimizes the quantity of data returned and
reduce the time required to create and refresh the document over the network.
Advantages:
o Retrieve and focus only on data needed to answer a specific business question
o Hide data the some specific users do not need to see
o Minimize the quantity of data to increase the performance
Some universes has predefined filter. Or filters must be created manually
Users without rights to modify the query cannot modify the filters. This ensures the data is
appropriate for those who view and analyze the document
Administrator can prevent objects from being filtered. A warning appears with filters that cannot
be used. These filters must be removed first.
18
3.2.
-
3.3.
- the list of object values is displayed in the list of values dialog box
19
3. In the List of Values double click the value or values or select and press > button
(to remove press < button)
4. Click OK. The new filter appears in the Query Filters panel
5. Click Run Query to generate the report based on query
3.3.2. Edit a single value filter
-
to include or restrict more values for the object used to create the query filter
this is done by editing the query in the Query Panel
Steps:
1. Enter Query Panel: Data Access -> Data Providers -> Edit
2. In the Query Filters click the Operand Type arrow and select Value(s) from list
option
3. Optionally press refresh button in the List of Values to update the values
4. In the list of values double click on the value wanted to be added or press >
button. Press < button if want to remove an existing value
5. Click OK
steps:
1. Enter Query Panel (Data Access -> Data providers -> Edit)
2. Select the filter
3. press key Delete or Move the filter to the Universe outline or click remove button
3.4.
-
20
Steps:
1.
2.
3.
4.
3.5.
-
prompt dialog box allows to specify data needed to retrieve and display in the report
focus on a specific part of information available
allow multiple user to view a single document and to specify a different subset of data to display
in the same table and charts
define a question displayed each time the report is refreshed
answer the prompt is done by: typing value or selecting the value
prompts can be defined on each dimension, description or measure in the Universe Outline in
Query Panel
Is Null and Not Null operators cannot be used in prompting filters
21
22
4.
5.
6.
7.
8.
9.
10.
11.
12.
3.6.
-
more than one condition with relations of OR or AND between them. These are named logical
operators
AND is used when all conditions in all filters must be met for a row to be returned from a
database
OR is used when either one of conditions must be met for a row to be returned from
database
Steps:
1. Drag objects in Result Objects
Panel
2. Drag object in Query Filters Panel
3. Select the desired operator
4. Select from Operand Type list the Value (s) from list option
5. Select the desired values
6. Click ok
7. Drag the second object for the second filter
8. Select the operator
9. Select the Values from list option from Operand type
10. Select the desired values
11. Click ok. AND is automatically used. If last time the operator was OR, then OR is
used. Click to change
12. Run Query
13. Save Query
23
Steps:
1. Drag the required objects in Result Objects Panel
2. Select objects to be filtered and drag to Query Filters Panel (there must be at
least two filters to use OR)
3. Select the Operator from the list
4. Select the Operand from the Operand Type list
5. Group the query filters
6. Click the logical operator to change between AND and OR
7. Run query
8. Save
24
25
2. READING: can view and perform some analysis tasks. When open an existing
report, it displays in reading mode.
Allows access to the main toolbar:
Create document
Open, save, print, search
Send as e-mail attachment
Copy, Cut, Paste, Undo, Redo
Refresh
Change tracking, Drill up or down in a report designed for drilling
Show/hide filters and Outlines
3. DESIGN: access to Data and Reading features and in addition some analysis and
formatting features.
Access to toolbox and features:
- Report Element: Allows to define tables, charts, cells and sections for
data display; color position and alignment of report elements, the
hyperlinks they contain
26
4.2.
-
- File tab: create, open, save, print, search and send e-mail attachment
- Properties tab: document and application properties
To change applications mode:
in Reading mode choose >> from upper right corner and choose the application mode
in design and data mode press the proper button in the right upper corner
Locales
27
28
4.3.
-
29
Steps:
General: displays the information about the document: title, author, creation date, locale,
keywords, description. Locale is international format: date, numbers, sort order
Statistics: details about last refresh, duration of last refresh, last modification and the
user who made last modification
Document Options: displays the document options and whether they
are activated or not
1. Enhanced Viewing: by default is off. Optimized for display.
2. Refresh on open: by default is off. This means manually refresh
should be made.
3. Permanent regional formatting: if document keeps the regional
settings despite the user has another one. It could be set also
from the Save of document.
4. Use query drill: drill in query drill mode instead of standard drill
mode
5. Enable query stripping: Query retrieve data only for objects that
contributes to the query. WI ignore non-contributing object and
retrieve only relevant data from data providers.
6. Hide warning icons in charts
Data Options:
1. Data tracking: date of reference data set for tracking change in
data
2. Auto merge dimensions: synchronize data providers by merging
similar dimensions in certain conditions
3. Extend merged dimensions values: extend dimensions values
with synchronized data providers
Parameters: provides document prompts and keydates
1. In the Left Panel click on Document Summary
2. Click Edit to change values. No all values can be changed from edit. For example, Data
Tracking can be activated from Status bar Track Changes or from Analysis menu
Data tracking.
3. Click OK.
4.4.
-
30
Vertical Tables: default style. Header cells at the top and corresponding data in columns.
Header cell display the name of dimensions, details or measure. While cells display
measures.
Horizontal tables or financial tables: similar to vertical, except that the data runs
horizontally. Row headers display the name of dimensions, details or measures. The body
cells display the values. Used for financial reports such as balance sheets.
Cross tables: similar to a spreadsheet, display data in a matrix form. The rows and
columns header are the dimensions names while the values are the cross-section of
dimensions. Are used to display cross-section of three axes information.
Forms: useful to display detailed information per customer, product or partner. For ex
name, address, account. Are also useful for formatting address labels for customers.
31
5. Select axis fields. To add an axis click on +. To delete an axis click on X. To move up,
down, insert, delete, format, hide select the down arrow next to +.
4.5.
32
4.6.
4.7.
Steps:
1. Right click on a cell that contains number
(or from menu Format -> Numbers tab)
2. Click Format number
3. Click on tabs to display tabs number
samples
4. Click the sample format desired
33
5. Click OK
6. Save document
4.8.
4.9.
WI offers standard charts to graphically display business information: column, line, pie, bar
and point charts
Are useful for showing data changes over time and for comparison among items
Vertical bars grouped by category
Types:
1. column charts
2. column charts with dual values
3. combined columns and line charts
4. combined columns and line charts with dual values axis
34
are good for showing trends at equal time intervals or changes over time
connect different values with lines horizontally or vertically
types:
1. line
2. line with dual axes
3. surface chart
Box
Map
35
Tag cloud
Steps:
1. Right click on the table and from contextual menu click turn into -> More
transformations
Or choose the chart from
menu
2. In the window Turn Into
on the left side choose the
chart category
3. Choose the chart type in the
middle area
4. In the left area choose the
category axis, the values
and colors
5. Click OK
6. Save the document
Steps:
1. Right click on the chart and from contextual menu choose Turn Into -> More
Transformations
Or choose the table from menu if available
2. On the left side choose Tables option
3. In the middle area choose the table type
4. On the right choose the axis type depending on the table type: Horizontal axis,
Vertical Axis, Body Axis.
To change the axis value click on the down arrow next.
To add a new value click on + icon
36
Format toolbox
Sections
Report format:
-
Right click Format Chart or From Chart Style click on Format Chart button
37
38
5 Analyze Data
-
5.1.
-
5.2.
-
39
5.3.
40
Steps:
1. After drilling down click the drop-down arrow in the Drill toolbar to see other
values that can be drilled to
2. From the list choose the desired value
Steps:
1. If position mouse on a dimension will drill down on that dimension.
If position mouse on a measure value cell will drill down on multiple hierarchies
A tooltip shows the dimensions that will be drilled
2. Click on selected measure
5.4.
-
in case of deciding that want to drill on lower/higher levels than previously decided
Steps:
1. Click Data Access toolbar
2. Click Data Provider tab
3. Click Edit -> the Query Panel displays
4. Click the Scope of Analysis button
5. Change the level previously defined in Scope of Analysis Panel
Drill in a Chart
Steps:
1. In a report with drillable chart click Analysis toolbox
2. Click Interact Tab
3. Click Drill
- the drill toolbar appears at the top of the window
4. Position mouse on objects in the chart a tooltip shows if object is drillable
5. Click the section of the chart to drill down
- the chart indicate the drilled down data
- the legend indicate the level of data and an arrow for drill up
- a filter for the drilled objects is shown in the drill toolbar
6. To drill across click on the arrow next to value in toolbar and choose the new value
- the chart breaks down in chart sections to display the new values
- drill down, across and up from contextual menu with right click on drillable data
7. Save the document
41
in a document can be inserted one or more queries. Queries can use one or more data sources
also can include data from flat files: excel, .CSV, text files. These data sources are named Local
data providers.
One universe can be used as a source of data while other can be used for another one
When run a query, the result is stored in a microcube and the query is known as data provider
Data also can be provided by Excel spreadsheets, .CSV or text files, local data files. These are
known also as data providers
Each data provider holds information from a single data source. This is useful when want to
present data from multiple data sources. Comparing data is more meaningful.
42
two blocks can show different views of data based on the same query and the same universe
Steps:
1.
2.
3.
4.
43
10. Select the option how to display the table and click
OK
11. In Available objects the objects of two queries:
Top level icons (double rectangle ) show
automatically merged dimensions
Second level shows the icons, name of
dimension and the query name next
12. At the bottom have sort in Alphabetic order or by
Query
13. Select Query order the object order changes
grupped by query
14. Save
6.1.3. Project data from a Merged dimension into a block
-
Steps:
1. From Available Objects select all desired objects, including merged dimensions and drop
in the report. The data display values in a single block even is retrieved from different
queries.
When use the same object in two different queries, the WI automatically merge them in a single
dimension
The object is shown as a single object because object come from the same universe and have the
same object name and universe ID
This is done if the same object is in more than one query.
If not want to do this automatically, uncheck Auto-merge dimensions in Document Summary
section
If uncheck the effect takes place once with next query
Steps to change auto-merge dimensions option:
1. In Web Intelligence Desktop in Left Panel click on Document Summary button
2. Click Edit
3. Check or uncheck Auto-merge dimensions
a new query can be built on a different universe and included in the document
Steps:
1. Enter Data Access toolbox
2. From Data Provider tab choose Edit
3. Click Add Query and select From Universe
4. Select the data source for the new query
44
5. Click Select
6. The new query appears. Select the objects and double click to move to Result Objects
panel
7. Right click on new query name and choose Rename
8. Enter the new name and press Enter
9. Click Run Queries. The Add Query dialog box shows up.
10. In the option window select Include objects without generating a table. The new query
objects are now in Available Objects panel.
11. In the report select the tab of the first report
12. From data tab drag and drop the desired objects next to the existing table
13. Save the document
6.2.
-
merging dimensions = process of creating a link between two queries based on an object with
same values, which in fact become one
rules to remember:
1. Only dimension objects can be linked (e.g. Store and Store name)
2. Dimension objects do not need to have the same name
3. Dimension objects must have common data format (cannot link a numeric with a char)
4. Data held in data provider is case sensitive so values must have the same case
5. Format of values must be the same (FY04 <> 2004). E.g. Extra spaces will not be
accepted.
45
6.3.
-
46
7. To define an object, select it in the Results Objects and modify in Object Properties
8. Click Run Query
9. Save
6.3.1. Linking Personal Data to Universe Data
-
personal data allows to supplement data from universes with pertinent data
just as combine data from separate universes, data from universes and personal data can be
synchronized. Use the Merge button
dimensions must have the same data type and be semantically-related
steps:
1. To view available for merging dimensions, click on them in Available Objects. The
compatible dimensions are shown with italics.
2. Data Access -> Data Provider click Merge button. The Available Objects window shows
up.
3. Select dimensions holding Ctrl
4. Click OK
5. Save document
47
For example when want to display all customer that made reservation or paid the invoices:
Invoice date is not compatible with Reservation date
If include in a standard query, two blocks appear and WI does not synchronize the values in a
single block
Using Union the both values are shown in one block
Combining queries is similar but now equivalent to Boolean logical operators: Intersection (AND),
Union (OR), Minus (NOT)
The header shows the information only from the first query (Invoice date) but the columns
contains the dates from both queries
48
Disadvantages:
1. Multiple queries might slower the database process
A decision whether to use a combined query depends on how data is structured
Comparing query filters and combined queries
Due to relational database limitations when products are listed with Promotion
column (an extra column) only products that have Promotion value will show up.
This column has value only for products with promotional codes. This is a
common data integrity issue.
The first query produces a list of all products and the second produces only the
list of products with promotions. By using the minus function we can subtract the
promotional products from all products and list the remained products.
Steps:
1. Create an initial Query in Query Panel
2. Click Combined Query icon on toolbar
Web Intelligence add a copy of the initial query with following
characteristics:
Same objects as initial query
Does not contain filters in original query
Its combined with initial query by Union relationship
3. To switch to a query click Combined Query n
4. To delete a query drag the Combined Query n in the classes
and objects area and click Yes
5. To change the combination type click the operator. It will
switch between the options: Union, Intersection, Minus
6. Build each query within combined queries as normal individual
WI query
7. Click Run query
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Steps:
1. From Query Panel click on Query Properties icon
2. Uncheck Retrieve duplicate rows option
7.2.
-
Using Subqueries
query result as an operand value for the filter of another query
subqueries are used when the results of the main query are dependent on the results of the inner
query
the inner query must be processed first
subqueries are always built in Query Panel
the operator included in filters determines the relationship between data set returned by inner
and outer query
the use of subqueries:
1. when the value of the operand is unknown
2. the query filter involves values that change over time
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7.3.
-
7.4.
-
51
Properties tab
- for documents built on universe, click on query properties icon
and see the universe
open window
2. - Run Query -> Switch to Data View ->
- Right click on data source name in Data Manager
- Choose Change Source - a new window shows up
- Select: Choose an existing data source from document or Specify a new data source
3. - Select a data source: Universe or Bex
- Click Next
- WI propose the new mapping
4.
5.
6.
7.
8.
9.
7.5.
-
The green check mark means the object is mapped to a new one
The X sign means the object is removed from the query based on new data
source
To propose a new mapping click the
button on the line with object. A new window
shows up.
To remove the object option
To select a new object for mapping
Click OK to close Object Mapping Window
Repeat the steps before for each field
Click OK (Finish).
- the new data sources shows in Query Panel ->
Properties
- the Results Objects panel shows the objects of
the new data source
Click Run Query
Save the document
Data tracking
When data tracking, two microcubes are available: size of document is twice, time to refresh is
three times longer
52
7.6.
-
53
8.1.1
Adding Breaks
8.1.2
-
54
8.2.
-
55
Right click on row or column. From context menu select Sort and
then None.
56
8.3.
-
- OK
Show hidden tables, cells or sections steps: when tables are by default hidden
- Click on Document Structure and Filters tab in the Left Panel
When extend the Block, hidden objects are displayed in italics
- Right click on blocks name -> Hide -> Show hidden dimensions
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cross tables two levels of dimension objects (objects both in rows and columns) several
formatting issues may occur
when two or more measures are used in a cross table, an additional header is needed to display
both object names
format additional header rows - steps:
1. Right-click on table
2. From context menu choose Format Table
The Format Table dialog box displays
3. Click General Tab
4. Click Show objects name option
5. Click OK
6. To remove the two headings that appears in the left
corner CTRL and click them to select
7. From Format toolbox from Cell tab click Clear
The two headings in left corner disappear
enter column headers in Cross Tables steps:
1. Click the column header cell
2. From Format toolbox click Center
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8.4.
-
59
2.
3.
4.
5.
6.
7.
8.
Analysis toolbox
Filters tab
Filter button -> Report Filter dialog with Filter Map Pane
Select from Filter Map Pane the level for filter then Click Add Filter button
Double click the object to add
Select the operator
Enter the operands in Type a value area or
double click the object to move to selected
values
9. Click OK
10. Save the document
Delete standard report filters steps:
1. Click the report element with filter on it (in
Document Structure and Filters)
2. Analysis Toolbox -> Filters Tab -> Filter drop
down arrow
3. Click Remove Filter
4. Save the document
6. Click Next
Assign Report Elements displays
7. Choose the report elements where want to apply the input
control and click Finish
Delete Input Controls steps:
1. In the report display Input Controls Pane in Left Panel
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2. Hove the mouse over and delete button appears. Click it to remove
8.5.
-
8.6.
-
Ranking Data
Rankings allows to determine the top or bottom three or more values for a measure on a given
dimension
Combines aspects of filter and sort; top five in descending order
Applying ranking:
Database level
In Query Panel in Query Filters panel toolbar,
click Add a database ranking (database-specific
feature)
Report level
In report select data block and from Analysis
toolbox, from Filter tab choose Ranking
Apply ranking to a report steps:
1. In report, select the row, column or data
block where want to apply the ranking
2. Analysis toolbox -> Filters tab
3. Click Ranking ranking dialog box display
4. Select value for range of values:
- Top display the highest values in
the block
- Bottom display the lowest values in the block
5. Select the number of values to display in top and
bottom rank
6. Select the measure the rank is based in Based on
field
7. Click ranked by and select the dimension if want
to base on particular dimension and not all
8. Select the Calculation Mode:
- Count: count the records and display
first/last n records in the count
- Percentage: counts and returns the % number of records in range selected.
- Cumulative Sum: adds up the values and display top/bottom n records to
reach the sum specified in ranking selection
- Cumulative percentage: counts the total value of all records and display the
top/bottom n records required to arrive at the percent specified in ranking
selection.
9. Save the document
Remove ranking from a report steps:
1. Select the data block where raking apply
2. Analysis toolbox -> click Filters tab
3. Click arrow next to Ranking and choose remove ranking
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when report users want to identify data that has changed since last refresh
track and highlight data changes to identify the significant changes quickly, disregard irrelevant
data and focus analysis on the root of changes
for example inventory levels changes;
without data tracking cannot identify how data was changed between two refreshes in order to
analyze the reasons for change;
types of data change:
added data
removed data
modified data
increased data values
decreased data values
with track button on Analysis toolbox Data Tracking tab -> Track
button
a data tracking dialog box activates and lets set particular data as
reference point for future changes. This is called reference data
reference data:
compare with last data refresh: use current data as
reference for next data refresh; reference data updates
automatically at each refres;
compare with data refresh from: uses data refreshed on a
date provided as fixed reference
when activate data tracking:
on data tracking tab the Show Changes button becomes
available and allows to display/hide highlighted data changes
the status bar indicates the tracking is activated and the type of reference data defined
(auto-updated or fixed data);
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8.7.
-
Formatting rule Editor box: the filtered object or cell, the operand and operator;
then, define the formatting that applies when data satisfies a condition for the rule: formatting
for numbers, font style, backgrounds style and borders
Apply the rule to:
- Columns in vertical tables
- Rows in horizontal tables
- Cells in forms and cross tables
- Section headers
- Free-standing cells
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6. In filtered object or cell specify if the rule will act on object or cell content:
- Cell content the value of the cell where apply the rule
- Filtered object an object from available objects that meet the criteria:
Cannot define a rule on a cell that contains numeric or data value.
7. Select the operator type
Can apply multiple conditions in a single formatting rule and link them with AND. For this click the
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8.8.
-
steps
1. Right click on a cell of the column or row on which
want to create the section
2. From drop down menu select Set as Section
- the selected cell defines the object that is used to
divide tables in sections
- each value of this object defines the value
displayed in the sections header and the table
below displays the data concerning that value
steps:
1. click a cell for which want to display an aggregate
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2. Analysis toolbox
3. Functions tab
4. Select an aggregate from More option an aggregate row or column will appear
- when display an aggregate in a section the overall total is not displayed as in the case of
table breaks
5. To display the aggregate at the sections header, right-click on the aggregate value and
select Copy
6. Then right click the sections header and click Paste. When make such a change to a
section, all sections will show the change.
8.8.3. Insert a block in each section
-
Steps:
1.
2.
3.
4.
the Report Map panel in the main window allows to see for each report
the sections. Navigating can be done by clicking these sections
steps:
1. in WI Desktop, in the Left Panel click on Report Map tab
- the Report Map will display all the reports and sections in the
document
2. Click on the + in front of the reports names to unfold the
structure of sections
3. Click the name of sections to which want to navigate
- the report scroll down to chosen section
- with report map can navigate from report to report and section to section, very useful
with large documents
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8.9.
-
Steps:
1. Choose one of the following methods:
- Right click on the chart in WI and select copy then in the target application right
click and select paste
- Drag and drop the chart from WI to external application
2. Save the target document
Steps:
1. Follow the appropriate instructions depending on how the table should display in target:
- Display the table with data and allow manipulate data
- Right click on the table and select Copy
- Right click in the target and select Paste
- Display the table as an image and show the original format
- Drag and drop the table from WI to external application
2. Save target document
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9.2.
-
9.3.
-
Formulas
a complex calculation created to display data not retrieved by existing objects in the universe
two ways to use them:
type or drag and drop the formula in the formula bar
use Formula Editor to build the formula
the formula editor is an interface that allows to select different components of the formula
(operators, objects)
a formula is used in a table for a calculation that is not needed to be used again
Variables
is a formula saved with a name. a qualification is automatically assigned to it
it acts like an object in the document and is displayed in Available objects in WI main window
the formula can be this way reused without entering it again
they behave like standard objects in query and document
are saved in document so can be used in any report of the document
a formula can be converted in variable, but creating directly a variable is recommended
is useful when required a calculation to be used more than once in different blocks and report
tabs within document
online help could be accessed at any time. It includes a complete list of functions available for
creating formulas.
Steps to get the online help:
From Formula Editor or Create Variable dialog box click the Help Icon
In Contents tab click Using Functions, Formulas and Calculations in Web
Intelligence
Click the needed link
when create a prompt also a variable could be created that will use the selected prompted values
the exact text from creating the prompt must be used. The text can be
copied from the prompt
Steps:
1. In the report that use a prompt filter click Properties tab in the Left
Panel
2. Click View and Formula Bar
3. Click the cell where want too display the prompt response (e.g.
Report title)
4. On the Formula Bar click on Create Variable icon: the create
variable window shows up. Enter the characteristics of formula
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5. In Formula Area delete all text except the equal (=) sign
6. Type the text wanted to show before the prompted values within quotes: text
7.
8.
9.
10.
The Formula Editor is similar to Create Variable dialog box, except the name, qualification and
type fields
Steps:
1. In the Left Panel select Properties Tab
2. From View menu select Formula Bar
3. Select the cell where want to enter the formula
4. Click the Formula Editor icon to enter the Formula Editor
Steps:
1. Select the cell that contains a formula
2. Click on the Create Variable button on the Formula bar. The Create Variable window
shows up
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6.
7.
8.
9.
Enter name
Enter type: Measure
In Functions Area select + on Document folder
Double click on DocumentAuthor function
70
Steps:
1.
2.
3.
4.
Report Elements
Select Cell tab
From Pre-defined select Document Name
Save
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10 Calculation Contexts
10.1. Understanding Calculation Contexts
-
a way that Web Intelligence dynamically calculate values in the report by measure objects or
variables
in WI documents, measures are dynamically calculated based on the dimensions with which they
appear
WI performs by default calculations at the row level and at lowest dimension level available in
the block
when objects are placed in a block the values of measures are aggregated at the level of
dimension displayed in the block as opposed of values displayed in data provider
if Year and Sales revenues the values are aggregated to the Year level; if state is added the values
are aggregated by year and state; if year is removed the values are recalculated at the level of
State;
values are calculated at the row level the default context for any measure or variable placed in
a column;
if you set a new section any values are calculated using the section as the calculation context
the level of aggregation is affected by the environment of the report:
the projected value of a measure are aggregated to the level of dimensions displayed in
the block;
the position of measure within the body of report can control the aggregation level. If
report is sectioned the measure placed at the section level is aggregated on the
dimension of which the section is based
second way of calculation control is to force a level of aggregation. Ex. Placing a variable or
formula and force it to aggregate to the sum of all values
input and output context must be added to calculation if want the context of calculation be
different from the default one
Input context: any dimension object that need to be included directly IN the calculation
context (WHAT)
Output context: one or more dimension objects that determines where the calculation
context is placed; the place where calculation is turned OUT in the report; (WHERE)
Example formula: = SUM ([Sales revenue]):
no dimension mentioned so the input context is the value returned by Sales Revenue
no output context mentioned so the dimensions with which the measures appear is
considered as default context
a context can be set to a level that exists in the data provider of the document. If want to change
the calculation from State to City, the city object must be in data provider;
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the dimensions taken in calculation of aggregate for a formula can be determined. This normally
is used when want to take in consideration dimensions that exists in data provider but are not
shown in report;
for example want to show revenue for each state and a report with best revenue of any year;
create a new table that shows only state and best revenue (no year)
first idea: create a variable that returns the state best amount: = max([Sales Revenue])
the result is not correct because the year is not taken in consideration; need to add a context
syntax for input/output context:
aggregate function ([Measure] input_context) output_context
available operators:
ForEach
In
The syntactic difference between IN/OUT context is where the operator is placed; for input
context the operator is placed within brackets of aggregate;
Enhanced formula: = max ([SalesRevenue] in [Year])
The above formula would not work. It doesnt take into consideration the dimension Store
The IN operator takes in consideration only specified dimension; So the correct formula would be:
= max ([SalesRevenue] in ([State]; [Year])
The ForEach operator takes in consideration all the dimensions in the table. So the formula:
= max ([SalesRevenue] ForEach ([Year]) would return the correct result too.
input context when want the measure to aggregate based on dimensions in table and data
provider;
the level of aggregation at which the variable value is displayed can be determined
extended syntax keywords: Report, Section, Break, Block and Body in conjunction with In allows
to change the default context from the Row level to another level
Example: want an alerter that highlights all the values lower than average value of year 2006
The formula for average is: = Average ([SalesRevenue])
No context is specified to it uses the default context: the block level . If a filter is applied the
result takes in consideration only the values retained by filter
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If create an Average variable and put it in a column, the result is calculated at the row level. The
default context has changed
In footer the default context is the entire table
In table the default context is the individual row
To highlight the value lower than average will not work. ForAll or In Block operators should be
used:
Aggregate (measure) ForAll (dimension list): = Average ([SalesRevenue]) ForAll ([Store
Name]; [Year])
OR
Aggregate (measure) In Block: = Average([SalesRevenue]) In Block;
For All aggregates the measure for dimension in list while In aggregates for all dimensions in
Body, Block, Report level
When use IN operator the formula calculation is aggregated at specified level regardless
dimensions and variables used in report
Why use this syntax?: Because want to use the average based on entire table even if used on row
level (change the external default context)
Why not use input context: because the default input context is the block (the table) and needs
no change
The alerter can be created now based on the variable Average;
Extended syntax keywords- to be used with IN operator (how measures are calculated at different
levels within document):
Report - the projected value is aggregated for all dimensions within the page of report
Section - the projected value is aggregated for all dimension within the section of report
Break - the projected value is aggregated for all dimension within a break of the table
Block - the project value is aggregated for all dimension within the block
Body - the project value is aggregated for all dimensions at the level in the report that is
placed
unless want to calculate measure value based on data in dataprovider but not in table, the output
context will suffice
when specify the output context is better to use IN operator; is more flexible and will not change
is dimensions are altered;
when specify the input context is better to use ForEach operator; it will take in consideration all
the dimensions in the block;
74
two of the most used operators for input and output contexts; they may be used together in a
variable;
IN operator specify all parameters (dimensions) included in context; dimensions must be listed in
order of granularity and separated by ;
WHERE instructs the variable to calculate only where certain values are true;
In a table with columns: Year, State, Sales Revenue:
Sales revenue by year for California variable: = [SalesRevenue] WHERE ([State] =
California)
Highest revenue for any state: = max([SalesRevenue] in [State])
Highest annual revenue for California: =max([SalesRevenue] IN ([State],[Year])
WHERE([State] = California))
The variable used IN and WHERE operators to retrieve the correct value. Both were used in
defining the input context
The IN operators determines the max SalesRevenue in State and Year
WHERE restrict the max calculation only for the state California
Sales revenue for California for 2006: = [SalesRevenue] WHERE ([State] = California and [Year] =
2006)
Is not necessarily to list the components in order of granularity for WHERE but only for IN
operator.
Operator WHERE restricts the data used to calculate the measure expression:
[measure_expression] WHERE [boolean_expresion]
Average sales for country US: = average ([Sales] where [Country]=US)
Average sales for country US or FR: = average ([sales] where ([Country]=US OR
[Country]=FR)
Revenue for countries other than US or FR: = average ([Revenue] where (NOT([Country] in
list (US; FR))))
Variable [High Revenue]: =[Revenue] WHERE [Revenue]> 500.000
- If placed in a table the value is displayed only if > 500.000 or nothing
- The formula = average([High Revenue]) placed at the bottom of the table returns
the average value of values > than 500.000
if not define the input or output context, Web intelligence assumes the default contexts
When use a variable for conditional, make sure it is saved as variable and not simple formula. A
variable is a formula with a name. To transform a formula in variable click on Create Variable
button on formula toolbar
If operator Where is used the values after it must be between parenthesis
75
character string = series of characters that form a text piece or the individual values of charactertype variable
character string functions:
o Right() - extract given number of chars starting from the right
o Replace() replace one string with another string
o Left() extract a number of chars from left
o SubStr() extracts a string from another string using position and length
o Length() identify the length of a string
o Pos() identify the position of a char in a string
Left() and Right() are used mostly when manipulate constant strings or strings with constant
length
SubStr() is more powerful and is used when length and position are not consistent
These functions are used within a formula. Formula are created in Formula bar or Formula Editor
The formula applies to the cell highlighted in the block
Also object can be dragged in Formula bar and completed manually
To use the formula for multiple cells or want to identify the formula as an object, define formula
as a variable
If want to use the value only for a cell, then formula is the best. If want to use a value for a
column then a variable is indicated.
When in doubt, use a variable. More things can be done with a variable than with a formula.
Right() display a fixed number of characters starting from the right end of the character string
and remove the others
Syntax: Right(string input_string; integer number_of_characters)
o input_string the string from which select the characters to display
o number_of_characters the number of characters to display starting from right of
input_string
Example: to extract the only two last characters from the Year, use : =Right([Year]; 2)
The left character strings do the same but starting from the left
Example: the formula: =NameOf([Year]) + + Right([Year];2) display the name of the object
[Year] and the last two characters of the year: Year 04
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Pos() identifies the first instance of a unique character and returns the number of character
from the start of the character string to that instance
Syntax: Pos(string input_string; string pattern)
o input_string is the characters string that need to be searched
o pattern the string of which the position needs to be determined within input_string
Example: Extract the street name from the address (starting with the first space)
o Create variable space: = Pos([Address]; )
o Then substract the street name: = SubStr([Address]; [Space]+1; Length([Address])
if a cell contains only a date, to format it, right click on it and choose Format number and choose
the proper format
when is used in concatenated form the function FormatDate() must be used
Syntax: FormatDate(date date_to_format; string date_format)
To format the date in above example use the formula: =Last Execution Date: +
FormatDate(LastExecutionDate();Mmm dd, yyyy)
To convert a number to a string use the function FormatNumber()
Syntax: FormatNumber(number number_to_format; string number_format)
77
First need to extract the date from the string, convert it to date then calculate the years
between current date and opening date
o Extract: Use substr() but date length is not constant, so we must use Pos() too. Create a
variable Date_substring:
=SubStr([OpeningDate];1;Pos([OpeningDate], )-1)
o Convert: Create another variable that converts the extracted string Open_Date:
=ToDate(Date_substring; MM/dd/yy)
o The date must be formatted in the same way like date in the string
To calculate the number of days to the current date, use CurrentDate() function and
DaysBetwen() function
Syntax of DaysBetween(): DaysBetween(date first_date; date second_date):
o first_date is the oldest date
o second_date is the most recent date
Create a new variable Trading_Years:
o DaysBetween([Open_Date]; CurrentDate())/365.25
Replace the Open_Date column with Trading_Years
Design mode:
With Data:
78
so far we have used Web Intelligence Desktop that can be used standalone or connected to CMS
and saved documents locally
BI Launchpad - a portal accessed with web browser
Advantages of BI Launchpad is that documents can be published, accessed and shared by multiple
users
First of all must publish the document to CMS
Save document in current state including all modifications
Documents can be published to CMS without saving them locally
The initial default name is Document X where X is the document order
When publish a document must first select a folder and optionally a category to associate the
document with
Folders:
Are used as containers for documents to store and organize information within system
Can hold many documents. Any document belong to a folder. Shortcuts can be created
and placed in other folders.
Can be Public (Public Folders) or Personal (My
Favorites)
Files in Public Folders are available to other
launch pad users
Files in My Favorites are accessible only to you
Categories:
Used to tag documents to categorize them in a
meaningful way
Allows users to view documents across the system
because are not restricted by document storage
Can be Corporate (Corporate Categories) or Personal
(Personal Categories)
Corporate categories are accessible to others
Personal categories are not accessible to others
(associated with particular
project).
Folders and categories seen in Publish a
document to a folder are the same with those in
Documents tab in Launchpad
Public documents to CMS steps:
1. In the document select the down
arrow from Save and select Publish
to
2. In the Publish a document to a
server window select the desired
folder
79
3. To associate a category, click on Category tab and select one of available categories
4. Save it
After save, cannot cancel it
It will be available in the selected with associated category
every time when log in SAP BOBJ Enterprise will check user and password to see if authorized
some users may log and use the launch pad version instead of Web Intelligence Desktop
web browser must be used
user name and password must be known
from administrator
once in BI Launchpad can analyze and
enhance WI reports
steps:
1. Launch web browser
2. Point the browser to BI
Launchpad bookmark or URL
When have more BO tools
installed, Launchpad can be run
also from Start menu
3. In User Name enter username
4. In Password enter the
password
5. Click Log On
BI Launchpad homepage
appears
Home Page:
Home page opens by default when start Launchpad for first time. Depending on
administrator or personal configuration the display may differ.
From Home page click Documents tab then My Favorites or Inbox access the folders and
documents
To return home click the Home tab
BI Launchpad folders:
In My Favorites are the documents or sub folder created by user
In Inbox there are documents received from others
Public Folders are created by administrator and contains sub folders created by
authorized users
BI Categories:
Documents can be classified in Corporate or Personal categories
Folders and subfolders are used to categorize the documents while categories are used to classify
information.
Ex document in folder Finances can be classified as Payroll, Account Payable and Accounts
Receivable
In Documents tab can create new documents if authorized
BI Launchpad options can be defined by accessing the Preference option at the top of the window
Areas of BI Launchpad:
Title Bar: displays the logo and the user name
Navigation bar: Contains buttons and menus for: Applications, Preferences, Help and Log
80
Off
Home Tab: contains an overview of recently viewed or run documents, inbox, alerts and
on the right display buttons for quick access to Applications.
Document Tab: displays a left panel where display tabs for:
My Documents
Folders: Public Folders
Categories: Corporate and Personal Categories
Search
The Workspace Panel show the content or related tab
The Document Tab Toolbar allows to work with different tabs
BI Launchpad acts like a portal to all information. Navigation can be done with three storage areas
and searches of documents can be done
Document Storage Areas following document storage areas:
Public Documents a catalog of documents that can access. Are made by others. Can be
accessed from Public Documents of Corporate Categories
My Favorites a documents saved for personal use. Are stored in CMS in a personal
reserved area.
Inbox documents that other users sent
BI Launchpad offers two ways to navigate trough documents and organize information: folders
and categories. These are hierarchical and are displayed in a tree form.
Other uses of BI Launchpad:
Search a specific document
Create shortcuts
Filter documents in a list
Searching a document allows to search documents within folders or categories based on a word
in title, keywords or all fields
By default all documents are available to be seen. If want to restrict or improve capabilities,
create a filter that shows only a certain documents type
Documents types that can filter: WI and other BOBJ end-user tools, Excel, Power Point, program
objects, object packages and text files
Steps:
1. Click Documents tab
2. In the Search field at the top of the window enter
the desired search term and click Search button
While typing a list with temporary results shows
based on typed characters
Any object with term in title are displayed in
Workspace Panel
Filters are shown in the tab Search under Refine
search results by:. They also allow to filter the
results on a criteria. A number of occurrences
corresponding to each filter also occur.
3. Optionally in the Search bar click a filter criteria
81
82
send the document directly in their inbox or save it as public document in corporate repository
Sending document to users:
Save the document in Launchpad or in a folder in one of specific formats
Saving a public document:
When save in a public folder other users can access it and modify
it and resave
Public documents remains in repository until the administrator
remove them
Sending or saving to a public folder can be done only if the user is
authorized by administrator
Sending steps:
1. Click on down arrow next to send icon and select Send to user
2. Select the users or group where
want to send from the list
3. Click Automatically Generated name
4. Click Specific name
5. Click Shortcut or Copy
6. Click Send
Sharing beyond web intelligence save the
document as Excel, Pdf or Csv format. In PDF the
file retains the report format
83
4. Click Run Object drop down and select the desired recurrence
Additional options shows depending on recurrence type selected
5. Based on access rights can modify: Format, Destinations, Caching, Events, Scheduling
Server Group
6. Click Schedule
7. The documents instances shows up in History window
The view options can be se for display properties of documents when first open
View format always can be changed
View format aims:
Quality in view optimized for users that open document in web. WI provides Web and
Rich Internet application modes for users when want to look at reports online
Quality in Print optimized for users that print their reports. The print will be exactly as
shows on desktop and will have much better quality than HTML prints. WI provides PDF
format for printer
users.
BI Launchpad offers a number
of formats for viewing
documents. The view options
are set in Preferences page.
Choosing of viewing options
depends on license and
security profiles
View formats:
Web HTML interface
Rich Internet
Application view
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Type
Aggregate
Average
Aggregate
Count
Aggregate
First
Aggregate
Last
Aggregate
Max
Aggregate
Median
Aggregate
Min
Aggregate
Mode
Aggregate
Percentage
Aggregate
Percentile
Aggregate
Product
Aggregate
RunningAverage
Aggregate
RunningCount
Aggregate
RunningMax
Aggregate
RunningMin
Aggregate
RunningProduct
Aggregate
RunningSum
Aggregate
ServerValue
Aggregate
Description
Returns the default
aggregation of a measure for a
given member set
Returns the average value of a
measure
Returns the number of values
in a set of values
Returns the first value in a data
set
Returns the last value in a
dimension or measure
Returns the largest value in a
set of values
Returns the median (middle
value) of a measure
Returns the smallest value in a
set of values
Returns the most frequentlyoccurring value in a data set
Expresses a measure value as a
percentage of its embedding
context
Returns the nth percentile (a
number that is greater than or
equal to n% of the numbers in
a set) of a measure
Multiplies the values of a
measure
Returns the running average of
a measure
Syntax
num Aggregate(measure[;member_set])
num Average(measure[;member_set][;IncludeEmpty])
integer
Count(aggregated_data[;member_set][;IncludeEmpty]
[;Distinct|All])
input_type First(dimension|measure)
input_type Last(dimension|measure)
input_type Max(aggregated_data[;member_set])
num Median(measure)
any_type Min(aggregated_data[;member_set])
input_type Mode(dimension|measure)
num Percentage(measure[;Break][;Row|Col])
num Percentile(measure;percentile)
num Product(measure)
num
RunningAverage(measure[;Row|Col][;IncludeEmpty][;(
reset_dims)])
num
RunningCount(dimension|measure[;Row|Col][;Include
Empty][;(reset_dims)])
input_type
RunningMax(dimension|measure[;Row|Col][;(reset_di
ms)])
input_type
RunningMin(dimension|measure;[Row|Col];[(reset_di
ms)])
num
RunningProduct(measure[;Row|Col][;(reset_dims)])
num RunningSum(measure[;Row|Col][;(reset_dims)])
num ServerValue([measure])
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StdDev
Aggregate
StdDevP
Aggregate
Sum
Var
Aggregate
Aggregate
VarP
Aggregate
Asc
Character
Concatenation
Character
Fill
Character
FormatDate
Character
FormatNumber
Character
HTMLEncode
Character
InitCap
Character
Left
Character
LeftPad
Character
LeftTrim
Character
Length
Character
Lower
Match
Character
Character
Pos
Character
Replace
Character
Right
Character
RightPad
Character
RightTrim
Character
Substr
Trim
Character
Character
Upper
UrlEncode
Character
Character
WordCap
Character
num StdDev(measure)
num StdDevP(measure)
num Sum(measure[;member_set])
num Var(measure)
num VarP(measure)
int Asc(string)
string Concatenation(first_string;second_string)
string Fill(repeating_string;num_repeats)
string FormatDate(date;format_string)
string FormatNumber(number;format_string)
string HTMLEncode(html)
string InitCap(string)
string Left(string;num_chars)
string LeftPad(padded_string;length;left_string)
string LeftTrim(trimmed_string)
int Length(string)
string Lower(string)
bool Match(test_string;pattern)
int Pos(test_string;pattern)
string
Replace(replace_in;replaced_string;replace_with)
string Right(string;num_chars)
string RightPad(padded_string;length;right_string)
string RightTrim(trimmed_string)
string SubStr(string;start;length)
string Trim(trimmed_string)
string Upper(string)
string UrlEncode(html)
string WordCap(string)
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CurrentDate
Date and
Time
CurrentTime
Date and
Time
DayName
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
Date and
Time
DayNumberOfMonth
DayNumberOfWeek
DayNumberOfYear
DaysBetween
LastDayOfMonth
LastDayOfWeek
Month
MonthNumberOfYear
MonthsBetween
Quarter
RelativeDate
TimeDim
ToDate
Week
Year
Connection
Date and
Time
Date and
Time
Data
Provider
DataProvider
Data
Provider
DataProviderKeyDate
Data
Provider
Data
Provider
Data
Provider
DataProviderKeyDateCa
ption
DataProviderSQL
date CurrentDate()
time CurrentTime()
string DayName(date)
int DayNumberOfMonth(date)
string Connection(dp)
int DayNumberOfWeek(date)
int DayNumberOfYear(date)
int DaysBetween(first_date;last_date)
date LastDayOfMonth(date)
date LastDayOfWeek(date)
string Month(date)
int MonthNumberOfYear(date)
int MonthsBetween(first_date;last_date)
int Quarter(date)
date RelativeDate(start_date;num_days)
TimeDim([Date Type]; Period Type)
date ToDate(date_string;format)
int Week(date)
int Year(date)
string DataProvider(obj)
date DataProviderKeyDate(dp)
string DataProviderKeyDateCaption(dp)
string DataProviderSQL(dp)
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DataProviderType
IsPromptAnswered
LastExecutionDate
Data
Provider
Data
Provider
Data
Provider
LastExecutionDuration
Data
Provider
LastExecutionTime
Data
Provider
NumberOfDataProviders
Data
Provider
Data
Provider
Data
Provider
NumberOfRows
RefValueDate
RefValueUserReponse
Data
Provider
UniverseName
Data
Provider
UserResponse
DocumentAuthor
Data
Provider
Document
DocumentCreationDate
Document
DocumentCreationTime
Document
DocumentDate
Document
DocumentName
DocumentOwner
Document
Document
DocumentPartiallyRefre
shed
DocumentTime
Document
DrillFilters
Document
Document
string DataProviderType(dp)
bool IsPromptAnswered([dp;]prompt_string)
date LastExecutionDate(dp)
num LastExecutionDuration(dp)
time LastExecutionTime(dp)
int NumberOfDataProviders()
int NumberOfRows(dp)
date RefValueDate()
string
RefValueUserResponse([dp;]prompt_string[;Index])
string UniverseName(dp)
string UserResponse([dp;]prompt_string[;Index])
string DocumentAuthor()
date DocumentCreationDate()
time DocumentCreationTime()
date DocumentDate()
string DocumentName()
string DocumentOwner()
bool DocumentPartiallyRefreshed()
time DocumentTime()
string DrillFilters(obj|separator)
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PromptSummary
Document
QuerySummary
Document
ReportFilter
Document
ReportFilterSummary
Document
Even
Logical
IsDate
Logical
IsError
Logical
IsLogical
Logical
IsNull
Logical
IsNumber
Logical
IsString
Logical
IsTime
Logical
Odd
Logical
Abs
Numeric
Ceil
Numeric
Cos
EuroConvertFrom
Numeric
Numeric
EuroConvertTo
Numeric
EuroFromRoundError
Numeric
EuroToRoundError
Numeric
Exp
Numeric
Fact
Numeric
Floor
Numeric
Interpolation
Numeric
Returns an exponential (e
raised to a power)
Returns the factorial of a
number
Returns a number rounded
down to the nearest integer
Calculates empty measure
string PromptSummary()
string QuerySummary([dp])
string ReportFilter(obj)
string ReportFilterSummary(report_name)
bool Even(number)
bool IsDate(obj)
bool IsError(obj)
bool IsLogical(obj)
bool IsNull(obj)
bool IsNumber(obj)
bool IsString(obj)
bool IsTime(obj)
bool Odd(number)
num Abs(number)
num Ceil(number)
num Cos(angle)
num
EuroConvertFrom(euro_amount;curr_code;round_l
evel)
num
EuroConvertTo(noneuro_amount;curr_code;round
_level)
num
EuroFromRoundError(euro_amount;curr_code;rou
nd_level)
num
EuroToRoundError(noneuro_amount;curr_code;rou
nd_level)
num Exp(power)
int Fact(number)
int Floor(number)
num Interpolation(measure[;PointToPoint|Linear]
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Ln
Numeric
Log
Numeric
Log10
Numeric
Mod
Numeric
Power
Numeric
Rank
Numeric
Round
Sign
Sin
Sqrt
Numeric
Numeric
Numeric
Numeric
Tan
Numeric
ToNumber
Truncate
Children
Numeric
Numeric
Set
Depth
Set
Descendants
Set
IsLeaf
Set
Key
Lag
Set
Set
Parent
Set
Siblings
Set
Ancestor
Misc
BlockName
ColumnNumber
CurrentUser
Misc
Misc
Misc
ForceMerge
Misc
GetContentLocale
Misc
values by interpolation
Returns the natural logarithm
of a number
Returns the logarithm of a
number in a specified base
Returns the base 10 logarithm
of a number
Returns the remainder from
the division of two numbers
Returns a number raised to a
power
Ranks a measure by
dimensions
Rounds a number
Returns the sign of a number
Returns the sine of an angle
Returns the square root of a
number
Returns the tangent of an
angle
Returns a string as a number
Truncates a number
Returns the child members of a
member in hierarchy
Returns the depth of a
member in a hierarchy
Returns descendant members
of a member
Determines whether a member
is a leaf member
Returns the key of a member
Returns a member at the same
level as the current member
and a given distance before it
Returns the parent member of
a member
Returns the member and the
sibling members of that
member
Returns an ancestor member
of a member
Returns the block name
Returns the column number
Returns the BI launch pad login
of the current user
Includes synchronized
dimensions in measure
calculations when the
dimensions are not in the
measure's
calculation context
Returns the locale of the data
[;NotOnBreak|(reset_dims)][;Row|Col])
num Ln(number)
num Log(number;base)
num Log10(number)
num Mod(dividend;divisor)
num Power(number;power)
Rank(measure;[ranking_dims][;Top|Bottom][;(reset
_dims)])
num Round (number;round_level)
int Sign(number)
num Sin(angle)
num Sqrt(number)
num Tan(angle)
num ToNumber(string)
num Truncate(number;truncate_level)
member_set member.Children
int member.Depth
member_set
Descendants(member[;level|distance][;desc_flag])
bool member.IsLeaf
string member.Key
member member.Lag(distance)
member member.Parent
member_set member.Siblings
member Ancestor(member;level|distance
string BlockName()
int ColumnNumber()
string CurrentUser()
num ForceMerge(measure)
string GetContentLocale()
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GetDominantPreferredV
iewingLocale
Misc
GetLocale
Misc
GetLocalized
Misc
GetPreferredViewingLoc
ale
Misc
If...Then...Else
Misc
If
Misc
LineNumber
Misc
NameOf
NoFilter
Misc
Misc
NumberOfPages
Misc
Page
Misc
Previous
Misc
RefValue
Misc
RelativeValue
Misc
ReportName
RowIndex
Misc
Misc
UniqueNameOf
Misc
string GetDominantPreferredViewingLocale()
string GetLocale()
string GetLocalized(string[;comment])
Input
string GetPreferredViewingLocale()
If(bool_value;true_value;false_value)
int LineNumber()
string NameOf(obj)
input_type NoFilter(obj[;All|Drill])
integer NumberOfPages()
integer Page()
input_type
Previous(dimension|measure|Self[;(reset_dims)][;o
ffset][;NoNull])
input_type RefValue(obj)
input_type
RelativeValue(measure|detail;slicing_dims;offset)
string ReportName()
integer RowIndex()
Notes
string UniqueNameOf(obj)
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References
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