Business Objects

BI_BOBJ_300
Business Objects
For Power Users
BI_BOBJ_300 Business Objects for Power Users 1
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 v7 1

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
Benefits of Business Objects (BOBJ)

• Ability to join different data sources to create ad-hoc reports
• Examples: GRADS, Remedy, FDB, BEx
• Web
W b iinterface
t f where
h users can check
h k outt reports
t in
i their
th i
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

Terminology
Universe Contains objects mapped to data in the

database; may be created from various data
sources
Classes Logical groupings of objects that map to data
in the database
Dimensions Retrieves data, typically character-type
Details Provides descriptive data about the dimension
Measures Retrieves numeric data resulting from
calculations on data in the database
Q
Query Filter
Filt P d fi d filt
Predefined filter th
thatt restricts
t i t th
the iinformation
f ti
retrieved from the database
Unit 1
Business Objects
Infoview

Unit 1 – Business Objects Infoview
• How to Access
• Using Infoview
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

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
• Click on Options and

select Open in New
Window
 Provides larger
viewing area

• 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
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

• You will be able to see the title, type, and owner of the
report
• You also can search for title of a report

• 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

pp p folder to display
p y the reports
p

• To open a report, double-click on it
• A system message may display

letting you know that the document
is being retrieved (processed)
Reports
• Are created using universes
 Example:
Report
Universe
BEx Query
BEx Infocube

• Left side – Navigation Map
• Right side – Report details
• To view any prompts (variables)
(variables), click User Prompt Input

• Left side – User Prompt Inputs (Variables)
• Right side – Report details

Displaying Reports
• To display an existing report, open the report
• Displays report with the most recent refresh date
Exercise 1.1
•Displaying a Report

Summary
• How to Access
• Using Infoview
Unit 2
Basic Report
Design

Unit 2 – Basic Report Design
• Report Design
• Edit Report Screen
• Report Manager
• Grids
Report Design
• Report format can consists of:

 One or more reports
 Similar
Si il tto multiple
lti l worksheets
k h t iin an E
Excell fil
file
 One or more blocks

 Table, cross tab, form, or chart
 Returned Data

Edit Report Screen
• To make changes to the report use the Edit Report screen
• After running the report,

report click on Edit
• When the screen displays, the Edit Report button will be

highlighted
Edit Report Screen

Report Manager – Data Tab
• Allows viewing the data
objects available in a
document
 Organized alphabetically
(default)
 Recommended to arrange
by query
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

Report Manager – Map Tab
• Allows viewing and
navigating through reports
and sections in document
• Click on Structure to view

the structure of the report
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,
ll titl
title, h
header,
d etc.
t

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
Report Manager
• Simple to configure how the tabs display

• Use the Configure Views icon

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
Report Manager
• Data tab on left,

Properties tab on right
• Collapsing Report
Manager as vertical
toolbar
too ba
• Tabs become
clickable buttons

Grids
• Use grids to line up report features, such as the

title, graphs, charts, tables, etc.
• Click on Show User Settings icon
Grids
• Can
 Change the measurement unit
 Show
Sh grid
id
 Snap to grid
 Change grid spacing

Grids
• Select your settings and

click OK
• Grid displays in background

of report
Summary
• Report Design
• Edit Report Screen
• Report
R M
Manager
• Grids

Unit 3
Modifying
Existing Reports
Unit 3 – Modifying Existing Reports
• Edit Report Mode

• Using Save As
• Rearranging Columns
• Change Report Title
• Remove Objects
• Refresh Data

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
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

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
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

Using Save As
• Click on Advanced to change the description of the report
• Change the Description field

 Include the universe name in the description
Using Save As
• Enter keywords
including universe
name and AD/MC
/
User ID
• Recommended to
not select Refresh
on Open

Using Save As
• Click OK
• After saving, the new name will display in the report

window header
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”

Rearranging Columns
• Column will display in its new location
Titles and Headings

• Consist of a formula
 Ex. Funds Center Balances: Budget vs Actual
 =“Funds Center Balances: Budget

g vs Actual”
 Ex. Funds Center Key
 =NameOf([Funds Center Key])
• Can be changed easily using the Formula Editor toolbar

Title or Heading Changes
• To change the title of the report or a column heading,
click on it
• Click Show/Hide Formula Editor

• When the Formula Editor toolbar displays, make the
change

• Should start with an Equals sign (=)
• Keep descriptive words between double quotes “ “

• 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

• 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

• Change will display
• Formatting may need to be adjusted

Remove Objects
• To remove an object (column/field), click on the column
heading
• Drag and drop object on the Data tab
Remove Objects
• Removed object no longer displays

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
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

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 q
query
y will depend
p on
how much data is being
requested and how busy
the system is at the
moment
Refresh Data
• Query will display in a new document with the new
refresh date

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
Document Properties
• Document Information
displays (to the right of
document)
 Created by
 Modified by
 Creation Date
 Name
 Description
 Keywords

Document Properties
• Default settings include

 Refresh On Open
 Recommended
R d d tto nott use d
due
to potential time issues for
end users
• Report Order
 Can set the order of report
tabs
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

Table Properties
• Can set various properties
for the table, such as
 Autofit Width
 Autofit Height
 Wrap Text
 Merge Cells
 Text Formatting
Exercise 3.1
•Modifying a Report

Summary
• Edit Report Mode

• Using Save As
• Rearranging
R i C
Columns
l
• Change Report Title

• Remove Objects
• Refresh Data
Unit 4
Adding
Objects

Unit 4 – Adding Objects
• Edit Query Screen

• Data Provider
• Results Objects
• Query Filters
• Adding Objects
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

Edit Query Screen
Data Provider
• Contains three different

types of objects grouped
into classes
 Dimensions
 Details
 Measures

Data Provider
• Classes
 Logical groupings of objects that map to data in the
database
• Dimensions
 Retrieves data – typically character-type
 Examples:
p Company
p y 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.
Data Provider
• Details
 Provides descriptive data about the dimension
 Example:
E l Prime
P i Vendor
V d dimension
di i h
has the
h ddetails
il
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.

Data Provider
• Query Filter
 Predefined filter that restricts the information
retrieved from the database
 May prompt the user to select a value before

proceeding
Result Objects
• Displays the objects chosen for the query
• Objects can be
 Added from the Data Provider frame
 Removed from query

Query Filters
• Displays the filters used in the query
• Can consist of
 Constant
 Directly chosen from a list
 Prompted
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

Adding Objects
• Once objects are in the Result Objects frame,

rearrange them by dragging and dropping
Adding Objects
• When finished, click on Run Query
• If prompt window displays, either choose the new value

or click Run Query

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
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

Adding Objects
• Added objects will display
Exercise 4.1
•Adding Objects

Summary
• Edit Query Screen

• Data Provider
• Results
R l Obj
Objects
• Query Filters
• Adding Objects
Unit 5
Query
Filters

Unit 5 – Query Filters
• Query Filters
• Value Lists
• Using Prompts
• Complex Filters
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

Query Filters
• Place the object in the Query Filters frame
• Use the Operator Drop-down icon to select the

operator
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)

Query Filters – Values List
• If selecting from a value list, the List of Values

window will open, displaying the values for the
object
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


Value List
• When making a different selection from the value

list, refresh the value list by clicking on Refresh
Values
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

Using Prompts
Option Definition
Prompt Text Will default to “Enter value(s) for (object name):”; User
can change default
Prompt with Displays all values for the object; Allows user to select
List of Values desired values
Keep last Defaults to last value(s) selected by user on the
values previous refresh; User can change the value or refresh
selected using the last selection
Select only Prevents users from typing values that do not exist in
from list the database
Optional Allows users to refresh the document without the need
prompt 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 Defines the default value(s) that appear in the prompt;
values can be defined by entering value(s) into the Type a
value field or choosing the value(s) from a list
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

limit, so all
values may not show

Complex Filters
• 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
Filter Filter
A data B data
Complex Filters
• With two or more filters in the query, an AND

operator automatically created
• Can be switched by double-clicking on the operator

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
Complex Filters
• Examples

Exercise 5.1
•Creating a Query Filter
Summary
• Query Filters
• Value Lists
• Using
U i Prompts
P
• Complex Filters

Unit 6
Creating
Queries
Unit 6 – Creating Queries
• Creating Queries
• Document Properties
• Report Property Options

Creating Queries
• From main Infoview

menu screen
 To create a new query
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
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

Creating Queries
 New query will open using the same universe as the
previous query did
Exercise 6.1
•Creating A Query

Summary
• Creating Queries
• Document Properties
• Report
R P
Property O
Options
i
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

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 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
 Bee su
sure
e to use BOBJ
O J Naming
a g Sta
Standards!
da ds

Business Objects

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Business Objects

Uploaded by

Copyright:

Available Formats

BI_BOBJ_300

BI_BOBJ_300 Business Objects for Power Users 1

BI_BOBJ_300 Business Objects for Power Users 2

BI_BOBJ_300 Business Objects for Power Users v7 1

 Successfully completed BEX_305 Or CM_BEX_305

 Course must be on training plan

BI_BOBJ_300 Business Objects for Power Users 3

Benefits of Business Objects (BOBJ)

• Interactive-mode, where power users can refresh the data

BI_BOBJ_300 Business Objects for Power Users 4

BI_BOBJ_300 Business Objects for Power Users v7 2

Universe Contains objects mapped to data in the

BI_BOBJ_300 Business Objects for Power Users 5

BI_BOBJ_300 Business Objects for Power Users v7 3

BI_BOBJ_300 Business Objects for Power Users 7

Business Objects Software Needs

• myReports tab on myUK portal

 Received after passing BI_BOBJ_300 assessment

• Business Objects Infoview local client

 Call Customer Service tech support at 7-5599, if you are unsure

BI_BOBJ_300 Business Objects for Power Users 8

BI_BOBJ_300 Business Objects for Power Users v7 4

• Log on to the myUK

How to Access – In Production

• Click on Options and

BI_BOBJ_300 Business Objects for Power Users 10

BI_BOBJ_300 Business Objects for Power Users v7 5

• When Business Objects

 Contains the reports to

• Click Yes when the

BI_BOBJ_300 Business Objects for Power Users 11

Business Objects - Infoview

BI_BOBJ_300 Business Objects for Power Users 12

BI_BOBJ_300 Business Objects for Power Users v7 6

• You also can search for title of a report

BI_BOBJ_300 Business Objects for Power Users 13

Business Objects - Infoview

• Double-click on the appropriate

BI_BOBJ_300 Business Objects for Power Users 14

BI_BOBJ_300 Business Objects for Power Users v7 7

• A system message may display

BI_BOBJ_300 Business Objects for Power Users 15

BI_BOBJ_300 Business Objects for Power Users 16

BI_BOBJ_300 Business Objects for Power Users v7 8

BI_BOBJ_300 Business Objects for Power Users 17

Business Objects - Infoview

BI_BOBJ_300 Business Objects for Power Users 18

BI_BOBJ_300 Business Objects for Power Users v7 9

BI_BOBJ_300 Business Objects for Power Users 19

BI_BOBJ_300 Business Objects for Power Users 20

BI_BOBJ_300 Business Objects for Power Users v7 10

BI_BOBJ_300 Business Objects for Power Users 21

BI_BOBJ_300 Business Objects for Power Users v7 11

BI_BOBJ_300 Business Objects for Power Users 23

• Report format can consists of:

 One or more blocks

BI_BOBJ_300 Business Objects for Power Users 24

BI_BOBJ_300 Business Objects for Power Users v7 12

• After running the report,

• When the screen displays, the Edit Report button will be

BI_BOBJ_300 Business Objects for Power Users 25

Edit Report Screen

BI_BOBJ_300 Business Objects for Power Users 26

BI_BOBJ_300 Business Objects for Power Users v7 13