Business Objects OverView Training1

www.intelligroup.com | Copyright 2009 Intelligroup, Inc. | | PRIVATE AND CONFIDENTIAL | INTELLIGROUP proprietary.
Overview Session
What is BusinessObjects
BusinessObjects is a strategic business
intelligence platform and integrated toolset that
lets users access, analyze, and share information
both within and beyond the enterprise. It is
designed to be easy to use and architected to be
secure, scaleable, and extensible

BOXI3 Architecture
Components of Business objects

Administrator / Central Management Console

Universe Designer

Infoview/WebIntellgence

Components of Business Objects
Administration / Central Management Console

Business Objects Repository
Group/User Creation
Folder/Categories Creation
User Authentication
SIA/ Services Management (Start and Stop)
Application/Statics Management
Import/Export Wizard


A SIA is deployed on every Server node. It starts, stops, monitors and manages all servers on its
node. If a server crashes or ceases to function, the SIA will restart the server. All server and
services management is handled through the CMC and the Server Intelligence Agent
(SIA).

Central Configuration Manager (CCM) : CCM is the primary tool for server management in
previous versions of BusinessObjects Enterprise (BOXIr2).

CCM allows you to manage local and remote servers through its graphical user interface (GUI) or
from a command line. The CCM allows you to create and configure Server Intelligence Agent
(SIA) nodes and start or stop your web application server.

It allows you to configure and manage the Server Intelligence Agent. The Server Intelligence
Agent is the component that allows you to manage all servers through the CMC. You can also
use the CCM to create and manage nodes in your deployment.

Note that most server management tasks are now handled
through the CMC, not in the CCM.
Server Intelligence Agent (SIA)
Central Management Console (CMC) : The CMC is the web-based administration
tool that allows you to view and to modify server settings while BusinessObjects
Enterprise is running.
For instance, you use the CMC to change the status of a server, change server
settings, access server metrics, or create server groups. Because the CMC is a
web-based interface, you can configure your BusinessObjects Enterprise servers
remotely over the Internet or through
your corporate intranet.

Server Categories
Core Services
Crystal Reports
Desktop Intelligence
Performance Management
Voyager
Web Intelligence
The Import/Export Wizard lets you to back up your server
configuration settings to a BIAR file, and then use that BIAR
to restore those settings at a later date. Server groups are
objects that group related servers together.

Wizard can be importing servers, server groups, or reports
without importing the users that have rights on those
objects, and those users do not already exist on the
destination environment, the rights on those objects are
dropped.
Backing up and restoring server
Universe Designer
Universe is a Symantec layer between database and the actual user using the objects for
query. It hides the typical database structure from the user.

A universe is a file that contains the following:
Connection parameters for one or more database middleware.
SQL structures called objects that map to actual SQL structures in the database
such as columns, tables, and database functions. Objects are grouped into classes.
Objects and classes are both visible to Web Intelligence users.

Universe will provide an easy to use and understand interface for non technical Web
Intelligence users to run queries against a database to create reports and perform data
analysis.

Universe designer, you use Designer to create objects that represent database structures,
for example columns and database functions, that users need to access and query, to get
the information necessary to meet their business requirements.

The objects that you create in the universe must be relevant to the end user business
environment and vocabulary. Their role is to present a business focussed front end to the
SQL structures in the database.
Defining connections
Selecting and viewing tables and
columns
Creating joins
Resolving loops
Creating classes and objects

Designer
Planning
Analysis
Design
Implementation
Maintenance

Phases In Universe Design
Universe Connection
A universe is build based on database connection , which is a business-oriented
mapping of the data structure found in databases: tables, columns, joins, etc.
A universe connections and sql commands can be managed by Universe
Parameters.
Classes and Objects
CLASS:
A class is a logical grouping of objects within a universe. In general, the
name of a class reflects a business concept that conveys the category or
type of objects. A class is a container of objects. A class is the equivalent
of a folder in the Windows environment. You create classes to house
objects that have a common purpose in the universe.
OBJECTS:
An object is the most refined component in a universe. It maps to data
or a derivation of data in the database.
Categories of Objects
Dimension
Detail
Measure
A common problem in relational database schema is
join paths that return more rows than expected.

There are two types of Join paths that return too
many rows.

Converging many to one joins. This is called a
Chasm Trap.

Serial many to one joins. This is called a Fan trap.

Joins
Resolving Loops
Using contexts
Using aliases
Loop is defined as
Multiple paths between the tables selected in queries.
Loops
Detecting Loops
Loops can be resolved by..
ALIASES

Alias - Same as the namesake in SQL.
Exact duplicate of the original table.
A different name tricks the SQL query to accept that you are
using 2 different tables.

CONTEXTS
Rule which helps BO decide which of the 2 paths to choose in a
loop.
BO prompts the user to indicate the correct perspective (relevant
path) for the query.
Universe Loop Example
Resolving Loop using Alias
Resolving Loops using Contexts
Resolving Loops- Contexts definition
Detecting and Creating Contexts
Detect Contexts detects and proposes
a list of contexts to create
Loop Detection routine: suggests candidates for both
aliases and contexts
Insert Contexts inserts a context manually
The Chasm trap occurs when
two many to one joins converge
on a single table.

You will get incorrect results if
you run a query when the
following circumstances exist:

A many to one to many
relationship exists among three
tables in the universe structure.

The query includes objects
based on two tables both at the
many end of their respective
joins.

There are multiple rows
returned for a single dimension.
Chasm Trap
If you have two Fact tables with many to one joins converging to a single lookup
table, then you have a potential Chasm trap.

Solution : Create a context for each fact table. Modify the SQL parameters for the
universe so you can generate separate SQL queries for each measure.
How do you detect and resolve a Chasm trap?
Altering the Universe SQL Parameters
Click
The Chasm Trap query will now make one query for
each measure and combine the results - correctly.
Check
Click
Altering the Universe SQL Parameters
Fan Trap
The Fan trap occurs when a one to many join links a table
which is in turn linked by another one to many join.
How do you detect a Fan trap?
You cannot automatically detect Fan traps. You need to visually examine the
direction of the cardinalities displayed in the table schema.
If query contains only measure objects from the two tables causing the Fan
trap
You can use the Multiple SQL statements For Each Measure function to
generate separate SQL queries for each measure.

Using Alias & Context we can solve the Fan Trap Solution

Creating Classes And Objects
U.K.
North South
Liverpool Manchester Newcastle London Southampton Bristol
Level in Hierarchy
Data Returned
What is a Hierarchy?
An ordered set of related dimensions.
For example, A hierarchy called Geography may consist of Country, Region
and City.
A Default Hierarchy is the hierarchy based on the order of the Objects
within the Class
What is a Default Hierarchy?
Default Hierarchies are
represented in the User module
by the order in which
Dimension Objects are organized
in the Classes and Objects box of
the Query
Panel
A Custom Hierarchy combines Objects from Default Hierarchies to build a
Custom Analysis Path
What is a Custom Hierarchy?
Default Hierarchies
Custom Hierarchy

Add Objects from Default Hierarchies to build a new Custom Hierarchy

Creating Custom Hierarchies
(or Tools,
Hierarchies)
Importing a Universe

Can import one or more
universes stored in the
repository .

A universe that you import
becomes available to you
as a file in a subfolder of
the Universe folder, or in
any other folder you
specify.


Exporting a Universe
InfoView, Webi and Scheduler
Login to InfoView
Navigate through InfoView folders and work with documents
Schedule a Webi Document
Use existing Webi reports and Refreshing data
Creating New Reports

Infoview Agenda
InfoView Overview

InfoView is a web desktop that acts as a window to a range of useful
business information.
you can access Web Intelligence documents and other objects, and to
organize them to suit your preferences. you can view information in your
web browser, export it to other business applications (such as Microsoft
Excel), and save it to a specified location
Webi Overview

This section describes additional features that are unique to working with
Web Intelligence documents, such as drilling, responding to prompts, and
Refreshing queries. When you open a Web Intelligence document, the
document appears in a Viewer and you can use all of the InfoView
features that are described in Working with Objects chapter

Scheduler Overview

Scheduling an object allows you to run it automatically at specified times.
When a scheduled object runs successfully, an instance is created. You can
see a list of instances by looking at an object's history, and you can view
any of the instances. If you have the rights to view objects on demand, you
can view and refresh any instance to retrieve the latest data from the data
source. By scheduling and viewing instances, you can ensure that the
objects have the most up-to-date information available for viewing,
printing, and distributing
Login to InfoView

Infoview Login using SAP Authentication
1. Open your web browser.
2. Enter the appropriate URL for InfoView
(Exp: http://sapbi)
3. In the User name and Password fields,
enter your SAP logon credentials
4. Authentication type should be SAP

Workspace Panel

Options:

Document List -Displays the files, folders, and categories in InfoView
My Favorites
My Inbox
Help - Displays the online help for InfoView
Preferences
Workspace Panel
Document List:

1. Switch to Folders -Shows folders in the Tree panel
2. Switch to Categories - Shows categories in the Tree panel
3. Refresh- Refreshes the view of the Document List
4. New - Allows you to create new objects within Infoview
5. Add - Allows you to add existing objects to Infoview
6. Organize - Allows you to organize the selected object (Copy, Move ..)
7. Actions - Allows you to perform actions on the selected object (View, Schedule ..)
8. Search - Allows you to search for objects
1 1
Navigate through InfoView folders and work with documents- Document
List

Navigating through folders or categories:
1. Click Switch to Folders or Switch to Categories to view the folders/categories that are available to you
in InfoView
2. Expand a folder/category to view any subfolders/subcategories
3. To access your folders or your Inbox: Click My Favorites or Inbox
1-
Folder
List

Selecting which objects to display:
1. In the Details panel, click Type
2. select Types from the Type list. Only objects of the type(s) you selected are displayed in the Details
panel
List

Opening objects for viewing:
1. Navigate to an object and Right-click its title to open/view it
Navigate through InfoView folders and work with documents- Document List
Searching in InfoView:
1. In the Document List, navigate to the folder you would like to search
2. Type the word(s) that you want to locate in the Search field
3. Click the list beside the search field to specify your search parameters with the following criteria:
Search all fields
Title
Keyword
4. Click Search
and a list of
objects that
match your
search
parameters appears
Navigate through InfoView folders and work with documents- Document List
Advanced Searching in InfoView:
1. In the Document List choose Advanced Search from the menu beside the search field
2. Select the locations in which you'd like to search: Public Folder, Private Folder, Inbox Folder
3. Type keywords you wish to search for in the Keyword field
4. Type words or a text string that should appear in the title of result objects in the Title field
5. Type words or a text string that should appear in the description of result objects in the Description
field
6. Type the name of the user who added the object in the Owner field
7. Choose the type of object you are searching for from the Type list
8. If you would like to indicate a time range for the last modification date of all returned objects, select
Search by last modification time
9. Click Search
List

Organizing an Object in InfoView:
Navigate to the object you want to Organize and select it
Copy
1. Click Organize and select Copy
2. Navigate to the folder in which you
want to keep the copy
3. Click Organize and select Paste
Move
1. Click Organize and select Cut
want to move the object
Delete
1. Click Organize and select Delete
Create a Shortcut
1. Click Organize and select Copy
Shortcut
want to create a shortcut
Shortcut
Create a Hyperlink
1. Click New and select Hyperlink
2. Under General Properties, enter the title,
description, and Keywords for your Hyperlink
3. Under URL, enter the complete URL of the
web page you want to create the hyperlink to,
including http://
4. Under Categories select the categories you
want to assign the hyperlink to
Scheduler
To Schedule an Object
Setting the instance title
Choosing a recurrence pattern
Specify an instance format
Choosing destination
Scheduling an object with Prompts
Viewing object history
Scheduler Contents
Document List Scheduling objects
To schedule an object:
1. Go to the folder that contains the object that you want to schedule, select the object, click Actions and
Schedule`
To schedule an object
Setting the instance title:
You can type a name to be used for each scheduled instance. Type the name in the Instance Title field
Setting the instance title
Choose a recurrence pattern:
1. Now- The object runs once (immediately).
Choose a recurrence pattern - Now
2. Once - This option requires a start and end time parameter. The object runs once at the time that you specify
Choose a recurrence pattern - Once
3. Hourly - This option requires information in hours and/or minutes for how frequently the object is run
Choose a recurrence pattern - Hourly
4. Daily - This option requires a start and end time parameter. The object runs once every N days at the time that
you specify
Choose a recurrence pattern - Daily
5. Weekly - This option requires a start and end time parameter. Each week, the object runs on the selected days
at the time that you specify
Choose a recurrence pattern - Weekly
6. Monthly - This option requires a start date and time, along with a recurrence interval in months. The object
runs on the specified date and time every N months
Choose a recurrence pattern - Monthly
7. Nth Day of Month - This option requires a day of the month on which the object is run. Instances are created
regularly each month on the day that you enter at the start time that you specify
Choose a recurrence pattern Nth day of Month
8. 1st Monday of Month- This option requires a start and end time parameter. An instance is created on the first
Monday of each month at the time that you specify
Choose a recurrence pattern 1
st
Monday of Month
9. Last Day of Month - This option requires a start and end time parameter. An instance is created on the last day
of each month at the time that you specify
Choose a recurrence pattern - Last Day of Month
10. X Day of Nth Week of the Month - This option requires a start and end time parameter. An instance is created
monthly on a day of a week that you specify
Choose a recurrence pattern X Day of Nth Week of the Month
11. Calendar - This option allows you to select a calendar of dates. (Calendars are Customized lists of schedule
dates that are created by the Business Objects Enterprise administrator.) An instance is created on each day
that is indicated in the calendar, beginning at the start time that you specify and continuing until the end time
that you specify

Choose a recurrence pattern - Calendar
Specify an instance format:
1. You can select the format in which the object's Instance is saved when it is generated
2. For Web Intelligence documents, you can select from the following formats:
Web Intelligence
Microsoft Excel
PDF
Specify an instance format
Choosing Destination:
1. You can schedule an object instance to be sent to a specific destination on your computer, on a
network, a default file location or email
Choosing Destination
Scheduling an object with Prompts:
Some objects make use of the parameters feature, Parameters prompt the user to enter information.
For report objects, this information may determine what data appears in the report
Scheduling an object with Prompts
1. BusinessObjects Enterprise saves a history of object instances for scheduled objects that have been run. The
history list is arranged chronologically (with the most recent instances listed first) and can contain the following
information:
Instance Time
Title
Run By
Parameters
Format
Status
Reschedule
2. Go to the folder that contains the object, select it, click Actions and select History
Use existing Webi reports and Refreshing data

Viewing Web Intelligence documents
Displaying user prompts
Finding text in documents
Drilling on reports
Displaying the Navigation map
Refreshing data
Saving Web Intelligence Documents
Printing Web Intelligence Documents

Use existing Webi reports and Refreshing data Contents
Web Intelligence toolbar

1. Document Actions- Allows you to edit or save the document
2. View Menu -The View menu lets you choose the way the Desktop Intelligence viewer displays the
document.
Quick Display Mode displays the document in the default view
Page Mode displays the document in a paginated view
Draft Mode displays the document in a non-paginated view
PDF displays a PDF of the document
3. Save - Saves the document
4. Export to PDF for printing - Creates a PDF version of the document so that you can print it
5. Find - Allows you to search for text in the document
6. Navigation - Allows you to move through the pages of a document. Go to Page, Go to Next Page, Go to
Previous Page, Go to First Page, and Go to Last Page are the available options
7. Refresh Data - Obtains the most up-to-date data from the document's data source. You must have the
necessary rights, and the document must contain the necessary data source information before you can
refresh the document
8. Start/End Drill mode - Allows you to drill to data beneath charts
9. Snapshot - Takes a picture of the screen during Drill mode. The picture is saved on a tab for you to view
at a later time

Displaying user prompts
To display user prompts

1. Open the document that you want to view
2. Click View and select Left panel
3. From the left panel list, select User Prompt Input
To display user prompts
Left Panel
To find text

3. From the left panel list, select Find
4. In the Find field, type the text you want to locate
5. Select Match whole word and/or Match case
6. Select the direction of the search: Up or Down
Left Panel
Drilling documents
To drill document data

2. Click Start Drill mode, and then click links in the document to drill down to more information
3. Click Add Drill Filter (Filter options appear in a list)
4. Select a filter to apply to your drill session
5. Click Snapshot to take a picture of the drilled view
The snapshot is saved as a tab in the viewer
6. Click the tab to view the snapshot
7. Click End Drill mode to end the drill session
To drill document data
Displaying the Navigation map
To display the navigation map

3. From the left panel list, select Navigation Map
To display the navigation map
2
Left Panel
Navigation
Refreshing data
To refresh data

1. Open the Webi document in infoview
2. Click Refresh Data in the Desktop Intelligence viewer
The report is updated with the most recent data and the "Refresh Date of the report in the bottom-
right corner of the viewer, is also updated
To refresh data
2
Saving Web Intelligence Documents

To save a document

2. Save AS- Saving a document in Infoview
3. Save (document or report)
to my computer As
Saving a document/report as Excel, PDF, CSV
To save a document
2
3
Printing Webi Document
To Print a document
You can print Web Intelligence documents report-by-report. You can print one or multiple reports from a single
document. Web Intelligence generates a PDF file from the selected report for printing

2. Click the Export to PDF for Printing button on the Report toolbar
3. Specify whether you want to print the entire selected report or just some of the report pages

To Print a document
2
You create Web Intelligence documents by first selecting a universe in InfoView. Each
universe maps to a SAP BI database containing corporate business information. When
you connect to a universe, Web Intelligence automatically launches the query
editor and displays the objects in the universe. You use the objects in the universe to
build a query to return data from the SAP BI database to your Web Intelligence
document.
Creating New Reports - Overview

1. On the InfoView Home page, click the arrow next to New, then select
Web Intelligence Document on the top toolbar.
2. Click the title of the SAP universe on which you want to create a document
3. In the Data tab, open a class.
4. Select the objects you want to include in the query and drag them to the
Result Objects panel.
5. Select the objects on which you want to define query filters and drag them
to the Query Filters panel
6. Click Run Query to run the query
Creating New Reports - Overview

Create a new report (Demo)
1. Click on Document List,
2. Click New button,
3. Click Web Intelligence Document
4. Choose Enterprise Reporting Universe

Create a New Report (Demo)

Create a new report (Demo) Contd.
1. Drag desired data dimension to Result Object Panel
2. Drag data items to Query Filters Panel
3. Click on Run Query button

Add Dimension Objects

1. You can see result on the screen

Show Report

1. Using Query filters with Prompt
2. In Edit Report View, click Add Filter button
3. Click on the values of your choices, click OK button to apply filter

Using Query Filters with Prompt

1. To organize a report with breaks

Organize report with breaks

1. To organize a report with calculations

Organize a report with calculations

1. Using Sorts

Using Sorts

1. Using custom Sorts
2. Right mouse click on the column that you want to sort, choose Sort/Custom Sort
3. In Custom Sort pop-up box, you can use move up and move down button to arrange the sort in
your favor
4. Click OK button to apply Custom Sort

Using Custom Sorts

1. Using report filters
2. In Edit Report View, click Show/Hide Filter Pane button
3. From Data Tab, drag Fiscal Mth object into Report Filters pane. The Filter Editor dialog box
appears.
4. Choose Value(s) from List, pick your choices and click OK to apply filter

Using Report Filters

1. Using report filters

Using Report Filters (Contd.)

1. Applying ranking to data

Applying Ranking

1. Using alerters to highlight information
2. From the reporting toolbar, click Alerters. Click New button.
3. Keyin condition of your choices. Click Format button to change Font size and color. Click Add Sub-
Alerter button to add more conditions. Click OK to apply.

Using alerts to highlight information

1. Add a Chart to report
2. Click Templates tab, click + to expand the Bar group, click and drag Vertical Grouped to report
3. Click Data tab, drag Ship Amt ($) object to y-axis of the char, drag Fiscal Mth object to x-axis
4. Click View Results to show data

Add a Chart

1. Modifying the default report properties
2. Select the table by positioning your cursor just outside the table until a gray border appears, and
then clicking the border. Select Properties tab to change tables properties
3. Click any detail row in Ship amt ($) data column. Select Properties tab to change Cells properties
4. Select the Chart by positioning your cursor just outside the Chart until a gray border appears, and
then clicking the border. Select Properties tab to change Charts properties

Modify default report properties

1. Creating a variable to calculate ASP
2. Right mouse click on a report column, click Insert Column on the Right
3. Click Show/Hide Formula Toolbar button. In header portion of new column, type in ASP in
Formula Bar. In data protion of new column, type in =*Ship Amt ($)+/*Ship Qty+

Create a variable

1. Creating a variable to calculate Margin
2. Click Formula Editor button to define the formula for the data you want to display in the new
column
3. Give a name as Margin, Chang Qualification as Measure, type in Formula. Then a new measure
will show up in Data tab
4. Drag Margin from Data tab to your report column

Create a variable (Contd.)

1. To activate Drill mode by clicking Drill button on the report toolbar
2. You should see All the values in the cells appear underlined with hypertext links
3. Position your mouse pointer over any cell in the row headers. A ToolTip appears below the
hypertext link displaying the next level of detail in this hierarchy of data

Drill down in a Report

multi queries using a Single SAP Universe

New Report using Sales and Distribution universe:
1. Select dimensions and Key Figures and drag them to Result panel
2. Select filters and drag them to Query Filter panel
3. Run the query
3
1
2

Adding a new query
4. Add a new query
5. Select the same universe: Sales and Distribution
6. Select dimensions and Key Figures and drag them to Result panel
8. Run the query
5

7

Note:
1. Auto-merge dimension creates automatically when the same object from the same class is used in a
second data provider and both data providers are using the same universe
multi queries using Multiple SAP Universes

Adding a new query from different Universe
9. Add a new query
10.Select the universe from Available universes: Ship Target
11.Select dimensions and Key Figures and drag them to Result panel
13. Run the query
10
You merge dimensions when your report draws related data from different
data providers. If revenue and sales target data comes from two different data
providers, Web Intelligence does not know that it is related. You tell Web Intelligence
that the data is related by merging the two data providers on the common
dimensions.
When you merge dimensions, Web Intelligence creates a new dimension that contains
all the values from the original dimensions that make up the merged dimension. You
use this dimension in reports as you use any other report object.
Merging dimensions

To Merge Dimension
1. Click Merge Dimensions.
The "Merge Dimensions" dialog box appears
2. Select the dimensions you want to merge in the boxes at the top of the dialog box.
3. Type the merged dimension name in the Merged Dimension Name box and the merged dimension
description in the Description box.
4. Click OK
Merging dimensions

1

Merging dimensions

2
3
4
Pointers on building reports

Merged dimensions must be of the same data type.

Merged dimensions often have the same name in both data sources, but this is not
obligatory. It can make sense to merge dimensions with different names if they contain
related data.

Use in your repot the Merged dimensions in order to get all dimension values in your
report.
Tips and Tricks
Objectives
Create a new document that includes a table, prompt, ratio formula, variable, and title cell to
display the results from the prompt
Instructions

Create a new document showing Shipment QTY and Shipment Amt($) by month
Add a column to the table
In the new column, create a formula to display the ASP (average selling price = Shipment
Amt($) / Shipment QTY)
Format the column cell header to display ASP
Save the formula as a variable
Create a prompted query filter on Allocation Channel
Insert a formula the in the report title cell to show the Allocation Territory chosen from
the prompt. Refresh the document for RETAIL.
Save the document.

Practice
Objectives

Practice (Contd.)
Objectives

Practice (Contd.)

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