1. 1 BI_BOBJ_300 Business Objects For Power Users BI_BOBJ_300 Business Objects for Power Users v6

2. 2 Course Content Introduction Unit 1 – Business Objects Infoview Unit 2 – Basic Report Design Unit 3 – Modifying Existing Reports Unit 4 – Adding Objects Unit 5 – Query Filters Unit 6 – Creating Queries Course Summary BI_BOBJ_300 Business Objects for Power Users v6

3. 3 Prerequisites and Roles Prerequisites  Successfully completed BEX_300 Or CM_BEX_300  Successfully completed BEX_305 Or CM_BEX_305  Course must be on training plan BI_BOBJ_300 Business Objects for Power Users v6

4. 4 Benefits of Business Objects (BOBJ) Ability to join different data sources to create ad-hoc reports Examples: GRADS, Remedy, FDB, BEx Web interface where users can check out reports in their role-based folders, saving their own formatted views of the report Interactive-mode, where power users can refresh the data After changes to the query have been made In the end user reports Supports conditional formatting, alerts, and drill-downs 4BI_BOBJ_300 Business Objects for Power Users v6

5. Terminology UniverseContains objects mapped to data in the database; may be created from various data sources ClassesLogical groupings of objects that map to data in the database DimensionsRetrieves data, typically character-type DetailsProvides descriptive data about the dimension MeasuresRetrieves numeric data resulting from calculations on data in the database Query FilterPredefined filter that restricts the information retrieved from the database 5BI_BOBJ_300 Business Objects for Power Users v6

6. 6 Unit 1 Business Objects Infoview BI_BOBJ_300 Business Objects for Power Users v6

7. 7 Unit 1 – Business Objects Infoview How to Access Using Infoview BI_BOBJ_300 Business Objects for Power Users v6

8. 8 Business Objects Software Needs myReports tab on myUK portal  Same Power User access as for BEx-Analyzer  Received after passing BI_BOBJ_300 assessment Business Objects Infoview local client  Check with your IT support to load software  Call Customer Service tech support at 7-5599, if you are unsure of who your IT person is BI_BOBJ_300 Business Objects for Power Users v6

9. 9 How to Access – In Production Log on to the myUK portal Click on myReports Disclaimer: You will not have the Power User functionality until you pass your assessment and course credit has been processed BI_BOBJ_300 Business Objects for Power Users v6

10. 10 How to Access – In Production Click on Options and select Open in New Window  Provides larger viewing area BI_BOBJ_300 Business Objects for Power Users v6

11. 11 How to Access – In Production 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 BI_BOBJ_300 Business Objects for Power Users v6

12. 12 Business Objects - Infoview Favorites folder is the default folder  Contains all the reports you create and modify  Other Power Users can not access reports here BI_BOBJ_300 Business Objects for Power Users v6

13. 13 Business Objects - Infoview You will be able to see the title, type, and owner of the report You also can search for title of a report BI_BOBJ_300 Business Objects for Power Users v6

14. 14 Business Objects - Infoview To view other reports, click on the Expand icon to the left of Public Folders or double-click on the folder  BW role determines access to folders Double-click on the appropriate folder to display the reports BI_BOBJ_300 Business Objects for Power Users v6

15. 15 Business Objects - Infoview To open a report, double-click on it A system message may display letting you know that the document is being retrieved (processed) BI_BOBJ_300 Business Objects for Power Users v6

16. 16 Reports Are created using universes  Example: Report Universe BEx Query BEx Infocube BI_BOBJ_300 Business Objects for Power Users v6

17. 17 Business Objects - Infoview Left side – Navigation Map Right side – Report details To view any prompts (variables), click User Prompt Input 17BI_BOBJ_300 Business Objects for Power Users v6

18. 18 Business Objects - Infoview Left side – User Prompt Inputs (Variables) Right side – Report details 18BI_BOBJ_300 Business Objects for Power Users v6

19. 19 Displaying Reports To display an existing report, open the report Displays report with the most recent refresh date BI_BOBJ_300 Business Objects for Power Users v6

20. 20 Exercise 1.1 Displaying a Report BI_BOBJ_300 Business Objects for Power Users v6

21. 21 Summary How to Access Using Infoview BI_BOBJ_300 Business Objects for Power Users v6

22. 22 Unit 2 Basic Report Design BI_BOBJ_300 Business Objects for Power Users v6

23. 23 Unit 2 – Basic Report Design Report Design Edit Report Screen Report Manager Grids BI_BOBJ_300 Business Objects for Power Users v6

24. 24 Report Design Report format can consists of:  One or more reports  Similar to multiple worksheets in an Excel file  One or more blocks  Table, cross tab, form, or chart  Returned Data BI_BOBJ_300 Business Objects for Power Users v6

25. 25 Edit Report Screen To make changes to the report use the Edit Report screen After running the report, click on Edit When the screen displays, the Edit Report button will be highlighted BI_BOBJ_300 Business Objects for Power Users v6

26. 26 Edit Report Screen BI_BOBJ_300 Business Objects for Power Users v6

27. 27 Report Manager – Data Tab Allows viewing the data objects available in a document  Organized alphabetically (default)  Recommended to arrange by query BI_BOBJ_300 Business Objects for Power Users v6

28. 28 Report Manager – Template Tab Allows adding and changing the type of blocks in a report by dragging and dropping templates Also provides templates for adding:  Last Refresh Date  Page Number  Page Number/Total Pages BI_BOBJ_300 Business Objects for Power Users v6

29. 29 Report Manager – Map Tab Allows viewing and navigating through reports and sections in document Click on Structure to view the structure of the report BI_BOBJ_300 Business Objects for Power Users v6

30. 30 Report Manager Properties Tab  Allows formatting the report and blocks within the report  Click on a part of the report to view its properties, i.e., table, cell, title, header, etc. BI_BOBJ_300 Business Objects for Power Users v6

31. 31 Report Manager - Thumbtacks Used to keep the Report Manager displayed Click on the thumbtack to collapse the Report Manager Click on one of the Report Manager buttons to open again, and then click on the thumbtack to keep it open BI_BOBJ_300 Business Objects for Power Users v6

32. 32 Report Manager Simple to configure how the tabs display Use the Configure Views icon BI_BOBJ_300 Business Objects for Power Users v6

33. 33 Report Manager Data tab in front of other tabs (default view) Properties tab below Data tab   Allows both tabs to be viewed simultaneously   Tabs become clickable buttons BI_BOBJ_300 Business Objects for Power Users v6

34. 34 Report Manager Data tab on left, Properties tab on right Collapsing Report Manager as vertical toolbar Tabs become clickable buttons BI_BOBJ_300 Business Objects for Power Users v6

35. 35 Grids Use grids to line up report features, such as the title, graphs, charts, tables, etc. Click on Show User Settings icon BI_BOBJ_300 Business Objects for Power Users v6

36. 36 Grids Can  Change the measurement unit  Show grid  Snap to grid  Change grid spacing BI_BOBJ_300 Business Objects for Power Users v6

37. 37 Grids Select your settings and click OK Grid displays in background of report BI_BOBJ_300 Business Objects for Power Users v6

38. 38 Summary Report Design Edit Report Screen Report Manager Grids BI_BOBJ_300 Business Objects for Power Users v6

39. 39 Unit 3 Modifying Existing Reports BI_BOBJ_300 Business Objects for Power Users v6

40. 40 Unit 3 – Modifying Existing Reports Edit Report Mode Using Save As Rearranging Columns Change Report Title Remove Objects Refresh Data BI_BOBJ_300 Business Objects for Power Users v6

41. 41 Edit Report Mode Provides access to change the report including  Format changes  Sorting data  Adding/deleting/rearranging columns  Refresh data  Using free standing cells  Adding breaks, graphics  Tracking data changes  Access to Edit Query mode Not all functions above taught in this course BI_BOBJ_300 Business Objects for Power Users v6

42. 42 Using Save As Remember! Use the Save As functionality if you are changing an existing report  Ensures that you do not make changes to another person’s report Two ways to save  Save As  Save to my computer As BI_BOBJ_300 Business Objects for Power Users v6

43. 43 Using Save As To save the report in BOBJ, click on the drop-down icon to the right of the Save icon and select Save As To drop the report on your computer in Excel or pdf format, click on Save To My Computer As  Cannot upload back to Business Objects BI_BOBJ_300 Business Objects for Power Users v6

44. 44 Using Save As Click on My Favorites folder Enter the new name for the report in the Name field  Important! Use the Business Objects Naming Standards BI_BOBJ_300 Business Objects for Power Users v6

45. 45 Using Save As Click on Advanced to change the description of the report Change the Description field  Include the universe name in the description BI_BOBJ_300 Business Objects for Power Users v6

46. 46 Using Save As Enter keywords including universe name and AD/MC User ID Recommended to not select Refresh on Open BI_BOBJ_300 Business Objects for Power Users v6

47. 47 Using Save As Click OK After saving, the new name will display in the report window header BI_BOBJ_300 Business Objects for Power Users v6

48. 48 Rearranging Columns To rearrange columns, click on column heading an hold down the mouse button Move the column to the new location and release the mouse button to drop the column  Note: As you move the column heading, the system will highlight possible “drop sites” BI_BOBJ_300 Business Objects for Power Users v6

49. 49 Rearranging Columns Column will display in its new location BI_BOBJ_300 Business Objects for Power Users v6

50. 50 Titles and Headings Consist of a formula  Ex. Funds Center Balances: Budget vs Actual  =“Funds Center Balances: Budget vs Actual”  Ex. Funds Center Key  =NameOf([Funds Center Key]) Can be changed easily using the Formula Editor toolbar BI_BOBJ_300 Business Objects for Power Users v6

51. 51 Title or Heading Changes To change the title of the report or a column heading, click on it Click Show/Hide Formula Editor BI_BOBJ_300 Business Objects for Power Users v6

52. 52 Title or Heading Changes When the Formula Editor toolbar displays, make the change BI_BOBJ_300 Business Objects for Power Users v6

53. 53 Title or Heading Changes Should start with an Equals sign (=) Keep descriptive words between double quotes “ “ BI_BOBJ_300 Business Objects for Power Users v6

54. 54 Title or Heading Changes May contain formula functions, such as NameOf  Click on Formula Editor to display more functions May contain data object strings  Contained within brackets and parentheses BI_BOBJ_300 Business Objects for Power Users v6

55. 55 Title or Heading Changes After making the change, click on Validate  If Enter is pressed instead of Validate, a system message may display, click No, and then click on Validate BI_BOBJ_300 Business Objects for Power Users v6

56. 56 Title or Heading Changes Change will display Formatting may need to be adjusted BI_BOBJ_300 Business Objects for Power Users v6

57. 57 Remove Objects To remove an object (column/field), click on the column heading Drag and drop object on the Data tab BI_BOBJ_300 Business Objects for Power Users v6

58. 58 Remove Objects Removed object no longer displays BI_BOBJ_300 Business Objects for Power Users v6

59. 59 Refresh Data To refresh the data in the report, click on Refresh Data If you have set a filter to require a response by the user, a prompt for the filter will display, and the user will need to respond unless the filter has been set as optional BI_BOBJ_300 Business Objects for Power Users v6

60. 60 Refresh Data To choose new values, click on Refresh Values Choose the new values by either:  Clicking on the value in the left window and clicking on the Add icon  Double-clicking on the value BI_BOBJ_300 Business Objects for Power Users v6

61. 61 Refresh Data After choosing new values or to use current values, click on Refresh Data Retrieving data system message displays  Note: Length of time to run the query will depend on how much data is being requested and how busy the system is at the moment BI_BOBJ_300 Business Objects for Power Users v6

62. 62 Refresh Data Query will display in a new document with the new refresh date BI_BOBJ_300 Business Objects for Power Users v6

63. 63 Document Properties Use to edit query description and set properties such as refresh on open, enhanced viewing, and report tab order Right-click on document and select Document Properties  Must be on box, not on data BI_BOBJ_300 Business Objects for Power Users v6

64. 64 Document Properties Document Information displays (to the right of document)  Created by  Modified by  Creation Date  Name  Description  Keywords BI_BOBJ_300 Business Objects for Power Users v6

65. 65 Document Properties Default settings include  Refresh On Open  Recommended to not use due to potential time issues for end users Report Order  Can set the order of report tabs BI_BOBJ_300 Business Objects for Power Users v6

66. 66 Table Properties To set properties on a table, either  Click to select the whole table  Right-click on the table and select Edit Format  Select either Cell, All table cells, or Table BI_BOBJ_300 Business Objects for Power Users v6

67. 67 Table Properties Can set various properties for the table, such as  Autofit Width  Autofit Height  Wrap Text  Merge Cells  Text Formatting BI_BOBJ_300 Business Objects for Power Users v6

68. 68 Exercise 3.1 Modifying a Report BI_BOBJ_300 Business Objects for Power Users v6

69. 69 Summary Edit Report Mode Using Save As Rearranging Columns Change Report Title Remove Objects Refresh Data BI_BOBJ_300 Business Objects for Power Users v6

70. 70 Unit 4 Adding Objects BI_BOBJ_300 Business Objects for Power Users v6

71. 71 Unit 4 – Adding Objects Edit Query Screen Data Provider Results Objects Query Filters Adding Objects BI_BOBJ_300 Business Objects for Power Users v6

72. 72 Edit Query Screen To add objects to the report, move into edit query mode by clicking on Edit Query  Note: This process might take a few seconds depending on report size BI_BOBJ_300 Business Objects for Power Users v6

73. 73 Edit Query Screen BI_BOBJ_300 Business Objects for Power Users v6

74. 74 Data Provider Contains three different types of objects grouped into classes  Dimensions  Details  Measures BI_BOBJ_300 Business Objects for Power Users v6

75. 75 Data Provider Classes  Logical groupings of objects that map to data in the database Dimensions  Retrieves data – typically character-type  Examples: Company Code, GL Account, etc.  Note: if using a BEx universe, most details will be found under the L01 dimensions, not the L00 dimension. If a class contains L00 dimensions, it is due to hierarchies in BEx, such as cost centers.

76. 76 Data Provider Details  Provides descriptive data about the dimension  Example: Prime Vendor dimension has the details Prime Vendor Street Name, Prime Vendor Region, etc. Measures  Retrieves numeric data resulting from calculations on data in the database  Examples: Amount in FM Area Currency, Capital Expenditures, Current Expenditures, etc. BI_BOBJ_300 Business Objects for Power Users v6

77. 77 Data Provider Query Filter  Predefined filter that restricts the information retrieved from the database  May prompt the user to select a value before proceeding BI_BOBJ_300 Business Objects for Power Users v6

78. 78 Result Objects Displays the objects chosen for the query Objects can be  Added from the Data Provider frame  Removed from query BI_BOBJ_300 Business Objects for Power Users v6

79. 79 Query Filters Displays the filters used in the query Can consist of  Constant  Directly chosen from a list  Prompted BI_BOBJ_300 Business Objects for Power Users v6

80. 80 Adding Objects Add objects to the Results Objects frame using one of the following methods:  Drag and drop the object  Double-clicking on the object BI_BOBJ_300 Business Objects for Power Users v6

81. 81 Adding Objects Once objects are in the Result Objects frame, rearrange them by dragging and dropping BI_BOBJ_300 Business Objects for Power Users v6

82. 82 Adding Objects When finished, click on Run Query If prompt window displays, either choose the new value or click Run Query BI_BOBJ_300 Business Objects for Power Users v6

83. 83 Adding Objects System message displays while the data is being retrieved Notice that the new objects are listed in the Data list, but not in the report BI_BOBJ_300 Business Objects for Power Users v6

84. 84 Adding Objects To add the object to the report, drag and drop it to the location where it should be placed  Note: Drag and drop as you did when rearranging fields BI_BOBJ_300 Business Objects for Power Users v6

85. 85 Adding Objects Added objects will display BI_BOBJ_300 Business Objects for Power Users v6

86. 86 Exercise 4.1 Adding Objects BI_BOBJ_300 Business Objects for Power Users v6

87. 87 Summary Edit Query Screen Data Provider Results Objects Query Filters Adding Objects BI_BOBJ_300 Business Objects for Power Users v6

88. 88 Unit 5 Query Filters 88BI_BOBJ_300 Business Objects for Power Users v6

89. 89 Unit 5 – Query Filters Query Filters Value Lists Using Prompts Complex Filters BI_BOBJ_300 Business Objects for Power Users v6

90. 90 Query Filters Consists of three elements  Object on which you want to filter data  UK Fiscal Year/Period Key  Operator used to show the relationship between the object and operand  Equal to  Operand (values) used for filtering  V6/004/2009

91. 91 Query Filters Place the object in the Query Filters frame Use the Operator Drop-down icon to select the operator BI_BOBJ_300 Business Objects for Power Users v6

92. 92 Query Filters Enter the operand (value) by typing it into the Operand field or using the Drop-down List icon and selecting one of the following:  Value(s) from list – choose the value(s) from a list  Prompt – the user of the report will enter the value  Constant – enter a value (not recommended) BI_BOBJ_300 Business Objects for Power Users v6

93. 93 Query Filters – Values List If selecting from a value list, the List of Values window will open, displaying the values for the object BI_BOBJ_300 Business Objects for Power Users v6

94. 94 Value List Select the value by either double-clicking on it or highlighting it, then clicking on the Add icon Click OK to close the window BI_BOBJ_300 Business Objects for Power Users v6

95. 95 Value List When making a different selection from the value list, refresh the value list by clicking on Refresh Values BI_BOBJ_300 Business Objects for Power Users v6

96. 96 Using Prompts If prompting user for value, click on the Prompt Properties icon Prompt property settings include:  Prompt text  Prompt with list of values  Keep last values selected  Select only from list  Optional prompt  Set default values

97. 97 Using Prompts OptionDefinition Prompt TextWill default to “Enter value(s) for (object name):”; User can change default Prompt with List of Values Displays all values for the object; Allows user to select desired values Keep last values selected Defaults to last value(s) selected by user on the previous refresh; User can change the value or refresh using the last selection Select only from list Prevents users from typing values that do not exist in the database Optional prompt Allows users to refresh the document without the need to enter a response to the prompt or by entering a partial response to the prompt Note: If no response is entered, the filter is not applied Set default values Defines the default value(s) that appear in the prompt; can be defined by entering value(s) into the Type a value field or choosing the value(s) from a list BI_BOBJ_300 Business Objects for Power Users v6

98. 98 Using Prompts Tips  When the prompt is for a date, do not select Prompt with List Values if you want the user to see the popup calendar  Be careful using optional prompts display a dialogue box to inform users if a value is not entered, the filter will not be applied  Prompt with List of Values does have a limit, so all values may not show

99. Two types of complex filters  AND operator – returns values that are true for both (all) filters  OR operator – returns values if either filter is true 99 Complex Filters Filter A data Filter B data BI_BOBJ_300 Business Objects for Power Users v6

100. 100 Complex Filters With two or more filters in the query, an AND operator automatically created Can be switched by double-clicking on the operator BI_BOBJ_300 Business Objects for Power Users v6

101. 101 Complex Filters With more than two filters, priorities must be set  Accomplished by positioning and grouping the filters To group filters together, drag and drop one filter on top of the other filter  Double-click on the operator to switch between AND and OR Brackets will denote the filter groupings  Filters by top down and left to right BI_BOBJ_300 Business Objects for Power Users v6

102. 102 Complex Filters Examples BI_BOBJ_300 Business Objects for Power Users v6

103. 103 Exercise 5.1 Creating a Query Filter BI_BOBJ_300 Business Objects for Power Users v6

104. 104 Summary Query Filters Value Lists Using Prompts Complex Filters BI_BOBJ_300 Business Objects for Power Users v6

105. 105 Unit 6 Creating Queries BI_BOBJ_300 Business Objects for Power Users v6

106. 106 Unit 6 – Creating Queries Creating Queries Document Properties Report Property Options BI_BOBJ_300 Business Objects for Power Users v6

107. 107 Creating Queries From main Infoview menu screen  To create a new query, click on the New drop- down icon and select Web Intelligence Document  Double-click on the universe you want to use  Only see universes for which you have access BI_BOBJ_300 Business Objects for Power Users v6

108. 108 Creating Queries To create a new query from Edit Report screen  Click on the New icon  When the system message appears, click Yes  If you have not saved any changes on the current document, click No, save the changes first 108BI_BOBJ_300 Business Objects for Power Users v6

109. 109 Creating Queries  New query will open using the same universe as the previous query did 109BI_BOBJ_300 Business Objects for Power Users v6

110. 110 Exercise 6.1 Creating A Query BI_BOBJ_300 Business Objects for Power Users v6

111. 111 Summary Creating Queries Document Properties Report Property Options BI_BOBJ_300 Business Objects for Power Users v6

112. 112 Power User Help Websites myHelp website:  http://myHelp.uky.edu/rwd/HTML/BW.html  Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, BW Frequently Asked Questions, and other job aids IRIS website  http://www.uky.edu/IRIS/BW/  Contains Documentation, Assistance & Support, and other references For questions or assistance contact:  BI-Requests@email.uky.edu BI_BOBJ_300 Business Objects for Power Users v6

113. 113 Course Summary Understand Business Objects Infoview functionality Display a report Understand Edit Report screen Modify an existing report Understand Edit Query screen Add new objects to query Create query filters Create a new report BI_BOBJ_300 Business Objects for Power Users v6

114. 114 BI_BOBJ_300 Assessment To complete the assessment  Follow the instructions for creating report  Will need BOBJ software on your computer  Check with your IT support to load the software  Be sure to use BOBJ Naming Standards! BI_BOBJ_300 Business Objects for Power Users v6