Business Objects For End Users BI_BOBJ_200 1BI_BOBJ_200 Business Objects for End Users

Course Content Introduction Unit 1 – Business Objects Reports Unit 2 – Changing Variables Unit 3 – Exporting a Report Unit 4 – Tracking Changes Course Summary Note: A Check for Understanding exercise is included at the end of each unit. Instructions are provided on the following slide for completing the exercises. 2BI_BOBJ_200 Business Objects for End Users

Check for Understanding Instructions Click Attachments (upper right corner) Click BI_BOBJ_200 Check for Understanding Print the BI_BOBJ_200 Check for Understanding pdf Use the pdf to note the answers to each question as you finish each unit Enter answers on the Check for Understanding Exercise at the end of the presentation 3BI_BOBJ_200 Business Objects for End Users

Unit 1 Business Objects Reports 4BI_BOBJ_200 Business Objects for End Users

Unit 1 – Business Objects Reports How to Access Public Folders Finding and Opening a Report Business Objects – Infoview Refresh Date 5BI_BOBJ_200 Business Objects for End Users

6 Business Objects (BOBJ) Documents may be created from different data sources Examples: Business Warehouse (BEx), Oracle, GRADS, Faculty Database (FDB), Remedy BOBJ has a web interface where users can check out reports in their role-based folders, saving their own formatted views of the report BOBJ supports conditional formatting, alerts, and drill-downs 6BI_BOBJ_200 Business Objects for End Users

7 Business Objects (BOBJ) Reports are located on myReports tab on myUK portal Users have access to the same modules they do for the Business Warehouse (BW) If no prior BW access exists, the Area Security Officer (ASO) will determine the appropriate BOBJ access 7BI_BOBJ_200 Business Objects for End Users

How to Access From the UK homepage, click link blue Click myUK 8BI_BOBJ_200 Business Objects for End Users

How to Access Log on to the myUK portal using your link blue User ID (AD or MC User ID) and Password Click myReports 9BI_BOBJ_200 Business Objects for End Users

How to Access Click Options and select Open in New Window  This step provides larger viewing area. 10BI_BOBJ_200 Business Objects for End Users

Document List When Business Objects InfoView opens, click Document List  Use either the menu or the toolbar  Contains the reports to which you have access Click Yes when the Security Information box appears 11BI_BOBJ_200 Business Objects for End Users

Public Folders To view reports, click on the Expand icon to the left of Public Folders or double-click on the folder  Your BW (Business Warehouse) role or your ASO (Area Security Officer) determines access to the folders you will see Double-click on the appropriate folder to display the reports 12BI_BOBJ_200 Business Objects for End Users

Finding a Report You will be able to see the title, type, and owner of the report You also can search for a report by the title, keyword, description, etc 13BI_BOBJ_200 Business Objects for End Users

Opening a Report To open a report, double-click on it A system message may display letting you know that the document is being retrieved (processed) 14BI_BOBJ_200 Business Objects for End Users

15 Business Objects - Infoview Left side of the screen is the Navigation Map Right side displays the report details To view any prompts (variables), click User Prompt Input 15BI_BOBJ_200 Business Objects for End Users

16 Business Objects - Infoview With this view, the left side provides you access to the variables for the report 16BI_BOBJ_200 Business Objects for End Users

Refresh Date The report displays with the most recent refresh date listed in the bottom right corner of the screen 17BI_BOBJ_200 Business Objects for End Users

Unit 1 – Check for Understanding Please choose the best answer: Business Objects reports can be created…  From multiple data sources, such as Business Warehouse, Oracle, Faculty Database, GRADS, Remedy, etc.  Only from Business Warehouse data.  Only from one data source, such as Excel. Business Objects is accessed from…  The myUK portal.  A new URL for Business Objects.  BEx Analyzer. 18BI_BOBJ_200 Business Objects for End Users

Unit 2 Changing Variables 19BI_BOBJ_200 Business Objects for End Users

Unit 2 – Changing Variables Variables User Prompt Input Panel Prompt Window 20BI_BOBJ_200 Business Objects for End Users

Variables Used to limit a report Can enter value in two ways  Through the User Prompt Input panel  Using the Prompt window Required variables MUST have a value entered 21BI_BOBJ_200 Business Objects for End Users

Required Variables Required variables are shown on the User Prompt Input panel in bold and as (Required) On the Prompt window, they are shown with a red arrow, in bold, and as (Required)  May need to use the scroll bar to see all the required variables 22BI_BOBJ_200 Business Objects for End Users

Business Warehouse Variables Business Warehouse variables listed with ranges display with a From and a To field An entry must be made in both fields or more data than intended may be pulled  Example: if you enter the Fiscal Year/Period From with 002/2010 and no Fiscal Year/Period To entry, you will pull data from August 2009 to the current date 23BI_BOBJ_200 Business Objects for End Users

User Prompt Input Panel Open the Business Objects report Make sure you have the User Prompt Input panel displayed To change the value, click the down arrow in the variable field 24BI_BOBJ_200 Business Objects for End Users

User Prompt Input Panel Select (--Show List of Values--) Click the down arrow a second time Double-click on the value Note: If this is a To/From field, be sure to select a value for the corresponding field Click Refresh Data 25BI_BOBJ_200 Business Objects for End Users

User Prompt Input Panel A system message will display When the Prompt window displays, click Run Query A system message will display  Note: The time indicated is the time it took for the last refresh. The time for this refresh may change depending on how much data is being pulled. New refresh date will display 26BI_BOBJ_200 Business Objects for End Users

Prompt Window Open the report Click Refresh Data A system message will display Variables located at the top of the window 27BI_BOBJ_200 Business Objects for End Users

Prompt Window Use the scrollbar to scroll to the variable Single-click on the variable Click Refresh Values 28BI_BOBJ_200 Business Objects for End Users

Prompt Window There are three ways to search for a value:  Use the scrollbar to find the value, and then double- click on the desired value  Use the search field to search for a value  (If the variable is a date) Click on the calendar icon and select a date OR 29BI_BOBJ_200 Business Objects for End Users OR

Prompt Window Note: If the value list is large, the list may be broken down into several groups. Click the down arrow to see the groups and to select a different group. You also can choose a different group by clicking on Go to previous chunk or Go to next chunk 30BI_BOBJ_200 Business Objects for End Users

Prompt Window Click Run Query A system message will display The new refresh date will display 31BI_BOBJ_200 Business Objects for End Users

Unit 2 – Check for Understanding Please choose the best answer: True or False: Required variables must have a value entered. True or False: Variables limit the amount of data being retrieved (thereby, optimizing performance). 32BI_BOBJ_200 Business Objects for End Users

Unit 3 Exporting a Report 33BI_BOBJ_200 Business Objects for End Users

Unit 3 – Exporting a Report Export as an Excel Document Export as a PDF Document Export as a CSV Document Export as a CSV with Options Document 34BI_BOBJ_200 Business Objects for End Users

Exporting a Report Business Objects reports can be exported in four formats  Microsoft Excel  Adobe PDF (Portable Document Format)  Microsoft Excel CSV (Comma-separated values)  Microsoft Excel CSV (Comma-separated values) with options 35BI_BOBJ_200 Business Objects for End Users

Export As Excel Document Open the Business Objects report Click Document Select Save to my computer as Select Excel 36BI_BOBJ_200 Business Objects for End Users

Export As Excel Document Click Open Save the file in either 2003 or 2007 Excel format 37BI_BOBJ_200 Business Objects for End Users

Export As PDF Document Open the Business Objects report Click Document Select Save to my computer as Select PDF 38BI_BOBJ_200 Business Objects for End Users

Export As PDF Document Click Open (Optional) Click Print to print the document 39BI_BOBJ_200 Business Objects for End Users

Export As PDF Document To save the document as PDF, use the menu and click File  Save As 40BI_BOBJ_200 Business Objects for End Users

Export As CSV Document Open the Business Objects report Click Document Select Save to my computer as Select CSV 41BI_BOBJ_200 Business Objects for End Users

Export As CSV Document Click Save Select the folder in which you want to save the file Keep or change the file name Keep the file type/extension (.csv) 42BI_BOBJ_200 Business Objects for End Users

Export As CSV Document Click Save Note: You will be able to open the file in either 2003 or 2007 Excel format or import it into other software as needed. 43BI_BOBJ_200 Business Objects for End Users

Export As CSV with Options Document Open the Business Objects report Click Document Select Save to my computer as Select CSV (with options) 44BI_BOBJ_200 Business Objects for End Users

Export As CSV with Options Document Use the drop down to select either a double quote or single quote as the Text qualifier Select a comma, a semi-colon, or a tab as the Column delimiter If you want to save the settings, click Set as default values Click OK 45BI_BOBJ_200 Business Objects for End Users

Export As CSV with Options Document Click Save Select the folder in which you want to save the file Keep or change the file name Keep the file type/extension (.csv) 46BI_BOBJ_200 Business Objects for End Users

Export As CSV with Options Document Click Save Note: You will be able to open the file in either 2003 or 2007 Excel format or import it into other software as needed. 47BI_BOBJ_200 Business Objects for End Users

Unit 3 – Check for Understanding Please choose the best answer: Business Objects reports can be exported as…  Excel documents.  PDF documents.  CSV documents.  CSV (with options) documents.  All of the above. 48BI_BOBJ_200 Business Objects for End Users

Unit 4 Tracking Changes 49BI_BOBJ_200 Business Objects for End Users

Unit 4 – Tracking Changes Types of Data Change Set Baseline Report Display Data Changes Change Tracking Options Hide Data Tracking 50BI_BOBJ_200 Business Objects for End Users

Types of Data Changes Tracking can be used to monitor performance or identify important changes It can help to make informed and effective business decisions Tracking data allows for timely action You can track the following changes:  Added or removed data,  Modified data,  Increased or decreased data values. 51BI_BOBJ_200 Business Objects for End Users

Tracking Changes To turn on data tracking, click Track Next, you will need to determine what reference data you want to use 52BI_BOBJ_200 Business Objects for End Users

Set Reference Data Select Use the current data as reference data  The current data becomes the fixed reference data and remains the reference data after further data refreshes 53BI_BOBJ_200 Business Objects for End Users

Set Reference Data After setting the reference data, you can click Refresh Now to refresh the data when you accept your settings To accept your settings, click OK 54BI_BOBJ_200 Business Objects for End Users

Display Data Changes If you have chosen to refresh the data immediately and there are prompts set on your report, the Prompt window will display Make any changes needed to the values, then click on Run Query to run the report 55BI_BOBJ_200 Business Objects for End Users

Display Data Changes The data changes will be formatted according to defaulted tracking options 56BI_BOBJ_200 Business Objects for End Users

Hide Data Tracking Data tracking toggled on and off by clicking on Hide/Show Changes This feature allows you to control data tracking display on the report 57BI_BOBJ_200 Business Objects for End Users

Unit 4 – Check for Understanding Please choose the best answer: Data changes that can be tracked include...  Added or removed data.  Modified data.  Increased or decreased data values.  All of the above. 58BI_BOBJ_200 Business Objects for End Users

Exiting Business Objects To exit a report and Business Objects, click on the Log Out button Click on the Close button to close the window To return to the main myUK tab, click on the Launch Pad tab 59BI_BOBJ_200 Business Objects for End Users

Help Websites myHelp website:   Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, BW Frequently Asked Questions, and other job aids IRIS website   Contains Documentation, Assistance & Support, and other references For questions or assistance contact:  60BI_BOBJ_200 Business Objects for End Users

Further Resources For Quick Reference Cards  Click on Attachments (upper right corner)  Click on QRC  Print Other Business Objects Courses  BI_BOBJ_300 Business Objects for Power Users 61BI_BOBJ_200 Business Objects for End Users

Check for Understanding Instructions To begin the Check for Understanding, click Continue (bottom left corner of the screen) Click Start Test to continue  Although it says “Test”, this course does not have an assessment When you have entered your answers, click End Test (located at the top of your screen After the results are displayed, click Logoff (lower right corner) 62BI_BOBJ_200 Business Objects for End Users

Course Completion Instructions When the WBT window closes, it should go back to your original browser window  If not, click on the browser window in your taskbar and wait for the screen to refresh Scroll down the page until you see the Confirm Participation section  Be patient, the screen will need to refresh and it may take a few minutes To complete the course, click Confirm Participation 63BI_BOBJ_200 Business Objects for End Users