BusinessObjects Dashboard Builder
User Guide
BusinessObjects Dashboard Builder 3.1
Windows
Copyright
© 2008 Business Objects, an SAP company. All rights reserved. Business Objects
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2008-09-03
Contents
Dashboard Builder 9Chapter 1
About this document..................................................................................10
Dashboards 11Chapter 2
My Dashboard...........................................................................................13
Corporate Dashboards..............................................................................13
To print a dashboard .................................................................................13
Configuring dashboards.............................................................................14
Analytics in dashboards.............................................................................25
Creating a corporate dashboard..........................................................14
Configuring a dashboard tab or sub tab...............................................15
Adding tabs and sub tabs to dashboards.............................................17
Modifying the layout in a dashboard....................................................17
Renaming a dashboard tab or sub tab.................................................22
Moving dashboard tabs and sub tabs..................................................22
Copying a corporate dashboard, tab or sub tab...................................22
Deleting a dashboard, tab or sub tab...................................................23
The analytic toolbox in the dashboard edit mode and in the Compound
analytic.................................................................................................24
Dashboard properties...........................................................................25
Analytics and dashboards....................................................................25
Adding analytics to dashboards...........................................................26
Expanded toolbar actions on analytics.................................................27
Configuring the Crystal Report appearance in a dashboard................28
Configuring the Web Intelligence report appearance in a dashboard...30
Using a Navigation List on a dashboard tab........................................31
BusinessObjects Dashboard Builder User Guide 3
Contents
The Viewer analytic in dashboards......................................................32
Content linking in dashboards..............................................................34
Using analytics for analysis 37Chapter 3
Analytics based on a single metric or goal................................................38
What is a universe query?.........................................................................38
Data for universe queries.....................................................................38
Defining a universe query for an analytic.............................................39
Defining a filter for analytics that use universe queries........................39
Defining the display data for a universe query in the Bubble, Pie and
Radar analytics.....................................................................................40
Analytic display modes..............................................................................41
Creating an analytic...................................................................................43
Creating an analytic via Dashboard Builder.........................................44
Creating an analytic via InfoView.........................................................44
Creating an analytic based on an existing analytic..............................45
Data sources for analytics....................................................................45
Editing an analytic......................................................................................46
Linking analytics and documents...............................................................47
Linking from goal, universe query and metric-based analytics..................47
Linking to multiple documents from an analytic based on a goal, metric
or universe query..................................................................................47
Linking from a goal, metric or universe query-based analytic to a document
or analytic.............................................................................................49
Using variables for dynamic links to documents..................................50
Sending information to the Viewer analytic in a dashboard using
openAnalytic.........................................................................................91
Emailing an analytic...................................................................................92
Downloading an analytic............................................................................93
Deleting an analytic from an InfoView folder.............................................94
Saving an analytic to a folder.....................................................................94
4 BusinessObjects Dashboard Builder User Guide
Contents
Saving an analytic as a document.............................................................95
Analytics that can be created in Dashboard Builder..................................96
Dashboard Builder Analytics................................................................96
Data Exploration analytics based on metrics, metric prompts and universe
queries................................................................................................114
Goal and strategy analytics in Performance Manager.......................132
Process Analysis Control Chart analytics..........................................181
Alerts analytic based on Performance Manager rules.......................229
Predictive Analytics based on predictive models...............................232
Set Analytics.......................................................................................255
Tools...................................................................................................272
Dashboard Builder Scheduler 275Chapter 4
Viewing scheduled tasks in Scheduler....................................................276
Managing scheduled tasks in Scheduler............................................276
Adding a scheduled task in Scheduler....................................................278
Scheduling a metric refresh in Scheduler..........................................278
Scheduling a set refresh in Scheduler...............................................279
Scheduling a Predictive model refresh in Scheduler..........................280
Scheduling an analytic refresh in Scheduler......................................280
Scheduling a control chart refresh in Scheduler................................281
Creating a scheduled task in Scheduler..................................................281
Run object in a scheduled event task................................................282
Setting the destination in a scheduled task in Scheduler...................283
Sending personalized data in analytics to individual recipients.........284
Server.................................................................................................286
Events................................................................................................286
Dashboard and analytic applications 287Chapter 5
What is Dashboard Builder?....................................................................288
BusinessObjects Dashboard Builder User Guide 5
Contents
What is Performance Manager?..............................................................288
What is Predictive Analysis?....................................................................288
What is Process Analysis?......................................................................289
What is Set Analysis?..............................................................................289
Analytic Catalog in Dashboards and Analytics 291Chapter 6
Analytics in the Analytic Catalog.............................................................292
Metric analytics in the Analytic Catalog...................................................292
Sample trend analysis analytics.........................................................292
Sample comparison analytics.............................................................295
Sample deviation analytics.................................................................298
Statistical analytics in the Analytic Catalog.............................................301
Sample forecast analytics..................................................................301
Sample correlation analytics..............................................................304
Sample projection and distribution analytics......................................306
Set analytics in the Analytic Catalog.......................................................307
Membership breakdown.....................................................................308
Migrants compare...............................................................................308
Migration by tier..................................................................................308
Multi set scatter..................................................................................308
Percent of group total.........................................................................309
Percent of enterprise..........................................................................309
Set compare.......................................................................................309
Set vs enterprise................................................................................310
Set vs group average.........................................................................310
Set vs group total growth....................................................................310
Set vs group turnover.........................................................................310
Predictive analytic samples in the Analytics Catalog...............................311
Process control analytics in the Analytic Catalog....................................312
Process Control Analytics (Samples).................................................312
Process Control Analytics..................................................................317
6 BusinessObjects Dashboard Builder User Guide
Contents
Dashboard Builder Terms 319Chapter 7
Aggregation functions..............................................................................320
What is arithmetic mean?...................................................................320
Average functions...............................................................................320
Count functions..................................................................................320
What is geometric mean?...................................................................320
What is harmonic mean?....................................................................321
What is a median?..............................................................................321
What is maximum?.............................................................................322
What is minimum?..............................................................................322
What is population kurtosis?..............................................................322
What is population skew?...................................................................323
What is population standard deviation?.............................................323
What is population variance?.............................................................324
What is sample kurtosis?...................................................................324
What is sample skew?........................................................................324
What is sample standard deviation?..................................................325
What is sample variance?..................................................................325
What is sum?......................................................................................325
What is sum distinct?.........................................................................326
What is an alert?......................................................................................326
What is an analytic?.................................................................................326
What is a metric?.....................................................................................326
Moving averages explained.....................................................................327
What is the moving average?.............................................................327
Moving average transformations........................................................327
What is single exponential smoothing?..............................................330
BusinessObjects Dashboard Builder User Guide 7
Contents
Get More Help 333Appendix A
Index 337
8 BusinessObjects Dashboard Builder User Guide
Dashboard Builder
1
Dashboard Builder
1
About this document
Dashboard Builder is a BusinessObjects Dashboard and Analytics application
that helps you manage and track your company's performance using analytics
and dashboards, as well as schedule the refresh of metrics, sets, control
charts, Predictive models and analytics.
This documentation helps you to:
• Learn about analytics and dashboards
• Create a dashboard or analytic
• Schedule a refresh
Related Topics
• What is Dashboard Builder? on page 288
• Dashboard and analytic applications on page 287
• What is an analytic? on page 326
• Dashboards on page 11
• Creating a corporate dashboard on page 14
• Creating an analytic on page 43
• Adding a scheduled task in Scheduler on page 278
About this document
The Dashboard Builder User Guide provides information on creating analytics
and dashboards using Dashboard Builder, a Dashboard and Analytics
application.
10 BusinessObjects Dashboard Builder User Guide
Dashboards
2
Dashboards
2
My Dashboard
Dashboard Builder is the Dashboard and Analytics application that allows
you to create dashboards that provide visibility to your business activities
across your organization. Dashboard Builder offers dashboard management
capabilities to help your organization monitor and understand business
activities.
Dashboards can include the following:
• Analytics
• Web Intelligence, Xcelsius and Desktop Intelligence documents
• Crystal Reports
• Adobe Reader PDF documents
• Microsoft Excel spreadsheets
• Microsoft Word documents
• Text files
• Rich text (rtf) files
• Microsoft Powerpoint presentations
• Hyperlinks
You can create, customize and view the following types of dashboards:
• Corporate dashboards
Corporate dashboards contain analytics created either via InfoView or in
the corporate dashboards menu for public viewing. A corporate dashboard
can have several tabs and sub tabs.
• Personal dashboard tabs in "My Dashboard"
My Dashboard stores your personal dashboard tabs, which can contain
personal analytics and corporate analytics whose parameters you can to
some extent modify for your view only. A personal dashboard can contain
one or more tabs.
Note:
You cannot copy My Dashboard tabs into corporate dashboards, nor can
you copy corporate dashboard tabs or sub tabs into My Dashboard. However,
you can use the same analytics and objects in all of them.
Related Topics
• Creating a corporate dashboard on page 14
• My Dashboard on page 13
12 BusinessObjects Dashboard Builder User Guide
My Dashboard
"My Dashboard" is your location in which to build personal dashboard tabs
that offer strategic information at a glance. You can:
• structure "My Dashboard" to follow any management or process
methodology.
• include corporate dashboard analytics to which you have access.
Corporate Dashboards
Corporate dashboards share vital information across a large community or
to specific groups of people. Corporate dashboards can be easily adapted
to fit management and information-sharing philosophies.
Are corporate dashboards secure?
Some ways to control access to data in a corporate dashboard:
• At the folder level: Corporate dashboards are stored in the InfoView "Public
Folders". Administrators can limit access to a folder in the folder's access
settings or in account settings for individual users or user groups.
• Via user rights: Only those with specific edit rights can edit corporate
dashboards.
• Access to universe data: In Designer, you set security access rights to
the entire universe or sections of the universe.
Dashboards
My Dashboard
2
To print a dashboard
Tip:
To print a dashboard containing lots of objects, it is recommended that you
change the printer settings to Landscape for the best appearance.
1. In a dashboard, click Print Preview.
The print preview panel appears, with print options and a preview of the
dashboard tab or tabs that will print.
2. In the print preview panel, select one of the following options:
• Current Tab, to print just the tab you are currently viewing. This is the
default option.
BusinessObjects Dashboard Builder User Guide 13
Dashboards
2
Configuring dashboards
• All Tabs, to print all of the tabs and sub tabs in the dashboard you
are currently viewing
3. Click Print.
Each dashboard tab will be printed on one page.
Note:
The content of the dashboard will be adjusted to fit into one page, therefore
items can appear smaller.
The print preview will reset the dashboard view to the default view. For
example, a dashboard with a speedometer loads the data for the slice
California for year 2007 by default. The user goes ahead and changes
the slice to Texas and moves the slider to year 2005. If the user clicks
Print Preview, the data of Texas for year 2005 will not be loaded. The
data of California in the year 2007 loads. The user can choose to
change the slice to Texas in the print page and click Print.
Configuring dashboards
Creating a corporate dashboard
A good dashboard can inform and motivate, as well as define strategies.
1. Gather the following information:
• A list of the information that you want the dashboard or dashboard tab
to transmit. If you are creating a corporate dashboard, analyze your
audience to determine the information they need. If you have a lot of
information, consider creating categories of information and creating
a tab in the dashboard for each category.
• A list of the content that you want to use. Analytics can include
speedometer gauges, strategy maps, Web Intelligence or Desktop
Intelligence Reports or Crystal Reports.
• A rough sketch of how you want to organize analytics on the dashboard
tabs and sub tabs. More information is not always best, and a cluttered,
crowded dashboard is counter-productive.
• A list of data security issues for corporate dashboards: What data is
appropriate for your audience? How much detail do you want for them
to see?
14 BusinessObjects Dashboard Builder User Guide
Configuring dashboards
2. Do one of the following:
• In InfoView, do one of the following create a corporate dashboard:
• Click Open > Dashboard and Analytics then the new link under
"Corporate Dashboards".
• Click Dashboards > Create Corporate Dashboard.
• Click Document List > New > Corporate Dashboard.
Note:
Anyone who has access to corporate dashboards can see the changes
you make.
3. Type a name for the corporate dashboard.
4. Specify the folder in which you want to save the dashboard.
Save personal dashboards to your personal folders and corporate
dashboards to a folder in "Public Folders".
5. Select a category.
6. Click OK.
7. To edit the dashboard, click Edit dashboard.
8. Click one of the following:
• Save to apply the new definition or changes you made.
• Cancel to cancel any changes entered and return to the previously
saved version.
• Exit Edit Mode to leave the edit mode. If you did not save your
changes, the modifications made since the last Save action are
cancelled.
Dashboards
2
Related Topics
• Configuring a dashboard tab or sub tab on page 15
• My Dashboard on page 13
• Corporate Dashboards on page 13
• Adding tabs and sub tabs to dashboards on page 17
• Dashboard properties on page 25
Configuring a dashboard tab or sub tab
The following process applies to:
• "Corporate Dashboards" tabs and sub tabs
BusinessObjects Dashboard Builder User Guide 15
Dashboards
2
Configuring dashboards
• "My Dashboard" tabs
1. In My Dashboard or Corporate Dashboards, select the dashboard tab or
sub tab that you want to edit.
2. Click Edit Dashboard.
The edit toolbars for the dashboard objects and the Analytic Toolbox
appear.
Note:
You can only edit corporate dashboards if you have the appropriate edit
rights, or if the corporate dashboard is one that you created. If you edit
a corporate dashboard, the changes are visible to everyone viewing it.
3. To configure the properties click the arrow next to the dashboard, tab or
sub tab title and select Properties.
4. Select the layout style.
The "Analytic Toolbox" appears.
5. In the "Analytic Toolbox", select and drag analytic objects to the layout
area. Resize and fit them according to the preferred dashboard design.
Note:
Analytics that you drag into and edit in the dashboard tabs are saved on
the Central Management Server (CMS) as part of the dashboard. Analytics
created via InfoView using Dashboard Builder are saved as independent
InfoObjects on the CMS.
6. Add tabs or sub tabs to the dashboard as necessary.
7. Click one of the following:
• Save to apply the new definition or changes you made to the
dashboard.
• Cancel to cancel any changes entered in the dashboard and return
to the previously saved version.
• Exit Edit Mode to leave the edit mode. If you did not save your
changes, this action cancels the modifications made since the last
Save action.
Related Topics
• Adding tabs and sub tabs to dashboards on page 17
• Modifying the layout in a dashboard on page 17
• Creating a corporate dashboard on page 14
16 BusinessObjects Dashboard Builder User Guide
• The analytic toolbox in the dashboard edit mode and in the Compound
analytic on page 24
• Dashboard properties on page 25
Adding tabs and sub tabs to dashboards
You can add as many tabs to a personal dashboard and add as many tabs
and sub tabs to corporate dashboards as you need.
This process applies to tabs in "My Dashboard" and tabs and sub tabs
"Corporate Dashboards".
1. In "My Dashboard" or a corporate dashboard, click Edit Dashboard.
2. Do one of the following:
• To create a "My Dashboard" tab, click Add a new tab.
• To create a "Corporate Dashboards" tab or sub tab, click Add a new
tab.
A cursor appears.
Dashboards
Configuring dashboards
2
3. Type a name and press Enter.
You can change the name at any time in edit mode by clicking the arrow
next to the tab name and selecting Rename.
4. Configure the tab or sub tab.
5. Click Save to save your edits.
6. If you are done modifying the dashboard, click Exit Edit Mode.
Related Topics
• Configuring a dashboard tab or sub tab on page 15
Modifying the layout in a dashboard
This process applies to dashboard tabs and sub tabs in My Dashboard and
Corporate Dashboards.
• In the dashboard you are editing, select the layout style:
• To place objects on a dashboard without using any specific layout
format, select the "Freeform" layout.
BusinessObjects Dashboard Builder User Guide 17
Dashboards
2
Configuring dashboards
• To use a pre-defined layout, select the "Template" layout. You can
select column, row, or a mixed column/row layout.
• To construct a column-structured dashboard, select the "Docking"
layout.
Note:
When you change the layout of a dashboard that contains analytics, the
analytics are rearranged to fit the new layout mode.
Related Topics
• Configuring a dashboard tab or sub tab on page 15
• Configuring the display options of a dashboard analytic on page 21
• Working with a dashboard or Compound analytic in Freeform layout mode
on page 18
• Modifying a dashboard in Template layout mode on page 19
Working with a dashboard or Compound analytic in Freeform layout mode
The "Freeform" layout mode allows you to place objects in a dashboard tab
or sub tab or Compound analytic without using any specific layout format.
In the "Freeform" mode, you can use the grid options to align objects.
1. In the dashboard or Compound analytic edit mode, select Freeform from
the "Layout" list.
The "Analytic Toolbox" appears on a blank layout area. Click Toolbox to
deactivate or activate the "Analytic Toolbox".
Note:
If you switch to "Freeform" from another layout mode, any objects on the
layout area remain in their original positions.
2. To activate a grid, select from the "Grid size" dropdown list one of the
following grid sizes:
• Small
• Medium
• Large
When you select a grid size, grid lines appear on the layout area. If you
do not want a grid, select None.
18 BusinessObjects Dashboard Builder User Guide
Dashboards
Configuring dashboards
3. Activate Snap to grid to make objects in the layout area adhere to the
grid lines.
4. To select objects, drag them from the "Analytic Toolbox" to the layout
area.
You can resize and move the objects.
5. When you are done working on the layout, do the following:
• If you are creating a dashboard tab or sub tab, click Save.
Note:
If at any time during the process you decide that you do not want to
keep the dashboard changes as of the last save action, click Cancel.
The dashboard appears in view mode without the modifications.
• If you are creating a Compound analytic, click OK.
Related Topics
• Expanded toolbar actions on analytics on page 27
• Adding analytics to dashboards on page 26
• The analytic toolbox in the dashboard edit mode and in the Compound
analytic on page 24
• Adding tabs and sub tabs to dashboards on page 17
• Configuring the display options of a dashboard analytic on page 21
• Compound analytic on page 272
2
Modifying a dashboard in Template layout mode
The Template layout mode offers several layout formats for dashboard
objects.
1. In the dashboard edit mode, select Template from the "Layout" list.
2. Select a template from the "Predefined Templates" list.
Note:
Switching to "Template" from another mode affects the dashboard in the
following manner:
• When you switch from "Freeform" mode, the objects, if they are not
in any particular order, are separated into columns. When you select
a template, the dashboard objects are moved to fit rows and columns
in the template you select.
BusinessObjects Dashboard Builder User Guide 19
Dashboards
2
Configuring dashboards
• If you switch from "Docking" mode and select a template, the
dashboard objects shift to fit the cells in the template.
• If you have more than objects than available placeholders in the
selected predefined template, the extra analytics are appended to the
bottom of the dashboard.
• Empty spots can occur when you switch to a template, or between
templates. Rearrange the analytics as necessary.
3. To have the dashboard rows adjust to the height of the browser window
when it is enlarged or reduced in size, activate Scale height.
4. To have the dashboard columns adjust to the width of the browser window
as it is enlarged or reduced in size, activate Scale width.
Note:
Scale width and Scale height are only available in Template mode.
5. If you want to split an empty cell in two, click one of the following icons
from the cell toolbar:
DescriptionOption
"Split component
vertically"
"Split component
horizontally"
Note:
The options are only available in Template mode.
6. When you are done working on the dashboard, click Save.
Note:
If at any time during the process, you decide that you do not want to keep
the dashboard changes as of the last save action, click Cancel. The
dashboard reverts to the last saved version of the dashboard.
Related Topics
• The analytic toolbox in the dashboard edit mode and in the Compound
analytic on page 24
• Working with a dashboard or Compound analytic in Freeform layout mode
on page 18
• Configuring the display options of a dashboard analytic on page 21
If you select this option, the cell splits into cells that are
side by side.
If you select this option, the cell splits to have one cell
above the other.
20 BusinessObjects Dashboard Builder User Guide
Configuring dashboards
Configuring the display options of a dashboard analytic
1. Select a dashboard tab or sub tab and click Edit Dashboard.
2. In the title bar of the dashboard analytic you want to edit, click the "edit"
icon.
3. Select the Layout tab.
4. Choose from the following options:
DescriptionOption
Dashboards
2
A window inside
of a tab
A link, so only
the name is visible
Show window
border
Show expanded
bar
Activate this option to have the analytic appear as an
object in the tab.
Activate this option to have the analytic appear as a
linked object that when you click it appears full size.
When you select this option, the Show window
border and Show expanded bar options are unavailable.
Note:
When you click on the link in a dashboard that contains a Viewer analytic, the link's destination opens
in the Viewer.
Activate this option to add a border around an analytic.
Activate this option so that the title of the dashboard
object becomes an active link that, when clicked,
enlarges the analytic object to full browser screen.
5. Click OK to save your configuration and return to the dashboard layout.
BusinessObjects Dashboard Builder User Guide 21
Dashboards
2
Configuring dashboards
Renaming a dashboard tab or sub tab
1. From My Dashboard or Corporate Dashboards, select the tab or sub tab
that you want to edit.
2. Click Edit Dashboard.
3. Click the arrow next to the title that you want to change.
4. Select Rename.
The name field is activated.
5. Type the new name and press Enter.
6. When you have finished changing the dashboard, click Save > Exit Edit
Mode.
Moving dashboard tabs and sub tabs
1. From My Dashboard or Corporate Dashboards, select the dashboard or
dashboard page that you want to edit.
2. Click Edit Dashboard.
3. Select the dashboard tab or sub tab and drag it to the new location.
Note:
To move a Corporate Dashboard sub tab to another tab, drag and drop
it on the dashboard tab.
4. When you have finished making changes, click Save > Exit Edit Mode.
Copying a corporate dashboard, tab or sub tab
To create a corporate dashboard tab configuration similar to an existing one,
you can save time by making a copy of the existing dashboard, and then
renaming and modifying the copy.
For example, you can create a standard corporate dashboard welcome tab
that includes the corporate logo, document lists, and some common
indicators.
22 BusinessObjects Dashboard Builder User Guide
Dashboards
Configuring dashboards
Note:
When you copy a corporate dashboard tabs and sub tabs, all of the analytics
in it are also copied. The sub tab hierarchy in a copied tab is also duplicated.
1. Select from "Corporate Dashboards" the dashboard, tab or sub tab that
you want to copy.
2. Click Edit Dashboard.
3. Click the arrow next to the title of the tab you want to copy, and select
Copy.
A copy of the object appears to the right of the existing objects with the
title appended with an edition number. For example, if you make a copy
of the 'Sales' tab, the title of the copy is 'Sales(1)'.
4. Optionally, rename the item
5. When you have finished changing the dashboard, click Save > Exit Edit
Mode.
Note:
You can recreate a dashboard tab using dashboard objects in the "Existing
Analytics" category in the analytic toolbox. Select the item, and then drag
and drop it in the dashboard layout.
2
Related Topics
• Renaming a dashboard tab or sub tab on page 22
• The analytic toolbox in the dashboard edit mode and in the Compound
analytic on page 24
Deleting a dashboard, tab or sub tab
This procedure applies to your "My Dashboard" tabs and "Corporate
Dashboards" dashboards, tabs and sub tabs.
1. From My Dashboard or Corporate Dashboards, select the item that you
want to delete.
2. Click Edit Dashboard.
3. Click the arrow next to the item's title and select Delete.
4. In the confirmation panel, click Yes.
The item disappears.
5. When you have finished changing your dashboard, click Save > Exit Edit
Mode.
BusinessObjects Dashboard Builder User Guide 23
Dashboards
2
Configuring dashboards
The analytic toolbox in the dashboard edit mode and in the Compound analytic
The "Analytic Toolbox" offers the following analytic categories from which
you can drag and drop analytics onto your dashboard tabs and sub tabs and
Compound analytic layout:
• "Analytic Catalog"
This category contains pre-defined analytics that you can apply to your
data.
• "Analytics Services"
This category contains Dashboard Builder interface components.
• "Corporate Analytics"
This category contains analytics used in the dashboards in your Corporate
Documents list, organized in folders and categories.
• "Existing Analytics"
This category contains all analytics displayed in corporate dashboards,
organized by dashboard.
Note:
You cannot copy corporate dashboards into My Dashboard tabs.
• "List of Analytics"
This category contains the analytics that you saved to your personal and
corporate list files, and that are in your InfoView Inbox.
• "New Analytic"
This category contains the list of pre-defined analytic templates that you
can customize to display your data.
Tip:
Enlarge or reduce the size of the toolbox using the lower right-hand corner.
To activate or deactivate the toolbox, click Toolbox in the dashboard menu
bar.
Related Topics
• Compound analytic on page 272
24 BusinessObjects Dashboard Builder User Guide
• Creating a corporate dashboard on page 14
Dashboard properties
To display the properties menu for a dashboard, tab or sub tab in the
dashboard edit mode, click the arrow next to the dashboard name, tab or
sub tab title. Configure the following properties:
• the help URL
Type or copy in the text box the default help URL.
By default, the dashboard home tab opens the Dashboard Builder online
help.
• Style sheet
You can select a style sheet for a dashboard. You set the default option
in the InfoView preferences.
Note:
Dashboard's inherit their style from the style sheet selected in the InfoView
preferences. Corporate dashboard sub tabs inherit their style from their
parent corporate dashboard tabs.
Dashboards
Analytics in dashboards
2
Analytics in dashboards
Analytics and dashboards
In Dashboard and Analytics, analytics are documents into which you insert
the data that you want to view via a dashboard. Analytics can be based on
Web Intelligence, Crystal Report or Desktop Intelligence queries, or display
metric, goal, or universe data.
There are two methods you can use to work with analytics in dashboards:
• Create an analytic via InfoView, save it to a public or private folder on the
Central Management Server, schedule its refresh in Dashboard Builder
> Scheduler, and then insert it into one or more dashboards.
• Create an analytic in a dashboard, whereupon it is saved as an embedded
object in the dashboard.
BusinessObjects Dashboard Builder User Guide 25
Dashboards
2
Analytics in dashboards
Note:
You can use Web Intelligence, Crystal Report or Desktop Intelligence
reports and modify their queries from within a dashboard, however you
cannot create actual queries in dashboards.
The information displayed by analytics in dashboards is protected at the data
source.
To modify an analytic in dashboard edit mode, click the edit icon on the
analytic toolbar.
Related Topics
• Configuring the Web Intelligence report appearance in a dashboard on
page 30
• Configuring the Crystal Report appearance in a dashboard on page 28
Adding analytics to dashboards
A dashboard is composed tabs that contain analytics. These analytics provide
key information. You can add to dashboards analytics saved on the Central
Management Server (CMS) or embedded in other dashboards.
1. Do one of the following:
• In My Dashboard, open an existing tab or create a tab.
• In Corporate Dashboards, open an existing dashboard or create a
dashboard tab or sub tab.
2. Click Edit Dashboard.
3. In the "Analytics Toolbox", navigate to the analytic you want to add:
• If you want to insert an analytic from the CMS, select it from the "List
of Analytics", "Corporate Analytics" or "Existing Analytics" categories.
• If you want to insert a new analytic and customize it via the dashboard,
select it from the "Analytics Catalog" or "New Analytics" categories.
Note:
Analytics selected from these categories and configured within a
dashboard are saved as embedded objects in the dashboard, not as
independent InfoObjects on the CMS. Embedded objects are always
refreshed on open. It is more efficient to use InfoObjects on which you
26 BusinessObjects Dashboard Builder User Guide
have scheduled a refresh. See the section on Scheduler in the
Dashboard Builder documentation.
4. Resize and move the analytic as necessary in the dashboard.
5. When you have finished changing the dashboard, click Save > Exit Edit
Mode.
Note:
To quickly add a CMS analytic to a new or existing My Dashboard page,
click Add to My Dashboard in the analytic view mode.
Related Topics
• The analytic toolbox in the dashboard edit mode and in the Compound
analytic on page 24
• Analytics and dashboards on page 25
Expanded toolbar actions on analytics
When you click the analytic's title in a dashboard or view an analytic directly
from the personal or corporate folders, the analytic expands to fit the full
page, and the expanded toolbar appears.
Dashboards
Analytics in dashboards
2
Note:
Access to the expanded toolbar can be activated and deactivated in the
analytic edit mode.
You can perform the following actions on analytics:
• Add to My Dashboard
Click this link to add the analytic to a My Dashboard tab.
• Edit
Click this link to enter the analytic edit mode.
Note:
When you edit an analytic that is stored on the Central Management
Server, you are editing all occurrences of the analytic in all dashboards
in which it appears.
• Save
Click this link to save the analytic.
BusinessObjects Dashboard Builder User Guide 27
Dashboards
2
Analytics in dashboards
Note:
Embedded dashboard analytics cannot use this action. Because they
were created directly in the dashboard, they are only populated with data
when the dashboard is opened and only saved as part of the dashboard.
• Save As
Click Save As to save the analytic for the first time, or to save it to a
different location.
Configuring the Crystal Report appearance in a dashboard
You can apply the following options to a Crystal Report on a dashboard:
Effect on the reportOptionCategory
Parts Viewer
Viewer
Zoom level
28 BusinessObjects Dashboard Builder User Guide
Page Viewer
%
Custom zoom level
On Demand
Only the first part of the report is
visible.
The entire report appears in the
default viewer.
You can view by 25%, 50% or
100%
If you select the Custom Zoom
Level option, specify a zoom level.
The report content is refreshed
when the report is opened.
Dashboards
Analytics in dashboards
Effect on the reportOptionCategory
2
Report content
Report part
settings
Last Instance
Latest Instance By
User
Default Report Part
Specific Report Part
• Object Name
• Data Context
The report data is from the last instance that the report was opened.
The report data is from the last instance that the report was opened
for a specific user.
The report opens to the home object that you defined in the Report
Part Viewer.
The report opens to the report part
that you specify.
Locate the information for this option in the report's "Report Options"
dialog box.
The Object Name option is the
name of the report object that you
want to use as the destination object.
To set the Data Context option,
enter the data context that you want
to use in the destination object.
For information on report parts and the Report Part Viewer, see the Crystal
Reports documentation.
BusinessObjects Dashboard Builder User Guide 29
Dashboards
2
Analytics in dashboards
Configuring the Web Intelligence report appearance in a dashboard
You can control how a Web Intelligence report appears in a dashboard. Once
you have dragged and dropped a report onto a dashboard, you can configure
the view of the entire report or just one part of the report.
• To select a part of the Web Intelligence report right-click the part and
select Select this report part. While viewing the report part, you can edit
its view by clicking the Edit icon.
• To unselect a report part, right-click the part and select Unselect this
report part.
The entire report appears.
You can apply the following options:
Effect on the reportOption
The report is displayed with a toolbar that includes all
Display full report
Display report in
compact mode
Display specific
report part
30 BusinessObjects Dashboard Builder User Guide
options. For information on these options, see the Web
Intelligence documentation.
The report is displayed with a compact toolbar, the
options of which are determined by the user's rights.
This saves space in the display of your report.
If you have selected a report part, this option is activated by default, and the part's ID appears in the text box.
You can use this ID in other applications.
Note:
This option is not valid for the full report display.
Analytics in dashboards
Using a Navigation List on a dashboard tab
A Navigation List analytic when used with the Viewer analytic allows you to
maximize the space on a dashboard tab by acting as an active 'table of
contents'.
1. In the dashboard edit mode, click Toolbox to activate the "Analytic
Toolbox".
2. From the "New Analytic" category, drag Navigation List to the dashboard
layout area.
3. From the "New Analytic" category, drag Viewer to the dashboard layout
area and resize as necessary using the lower, right-hand corner resize
icon.
4. Drag an analytic from any category in the "Analytic Toolbox" to the
Navigation List.
Remember:
If you are editing the dashboard in "Docking" mode, hold down the control
button to use the mouse for dragging and dropping objects into the
Navigation List.
Dashboards
2
When you select an item in the navigation list, it appears in the viewer.
5. In the Navigation List title bar, click the edit icon.
The content and layout panel appears.
6. In the "Content" tab:
• Optionally, create folders in which to organize the analytics.
• Organize Navigation List items.
• Edit the properties of the Navigation List items, including analytic
properties.
• Delete items from the Navigation List.
• Change the name of an item.
7. In the "Layout" tab, type a title and description, and select the display
options and style sheet.
8. Click OK to save the content and layout configuration.
For information on configuring analytic properties, see the Dashboard
Builder documentation.
BusinessObjects Dashboard Builder User Guide 31
Dashboards
2
Analytics in dashboards
Related Topics
• The Viewer analytic in dashboards on page 273
• Configuring the display options of a dashboard analytic on page 21
The Viewer analytic in dashboards
By default objects called from an analytic link open to occupy the full
dashboard space. The Viewer analytic offers a way to display, in the size
you determine, objects called from analytics via analytic links that use
openAnalytic variables.
For example, in a dashboard tab that contains a Viewer, when you select in
a Metric Tree a box title that contains a link, the destination analytic appears
in the Viewer. This allows you to see the Metric Tree itself and the destination
analytic side by side.
In another example, you created a Web Intelligence report and you want to
select linked items in the report, and have the linked document appear in
the Viewer.
The Viewer analytic is particularly useful with the Navigation List analytic.
You use the Navigation List as a 'table of contents' and the Viewer as the
viewing portlet. This saves you dashboard space.
You find the Viewer analytic in the dashboard edit mode, in Toolbox > New
Analytic. To add it to a dashboard, drag Viewer to the dashboard layout
area and resize as necessary using the lower, right-hand corner resize icon.
Related Topics
• Using a Navigation List on a dashboard tab on page 31
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
• Configuring the box title in a Metric Tree analytic on page 144
Sending information to the Viewer analytic in a dashboard using openAnalytic
Using the openAnalytic syntax, you can send information from the following
documents saved on the Central Management Server (CMS) to a Viewer
analytic on a dashboard:
32 BusinessObjects Dashboard Builder User Guide
Dashboards
Analytics in dashboards
• Web Intelligence reports
• Crystal Reports
• Text analytic
• Desktop Intelligence reports
• Web page analytic
Sample syntax:
<a href='http://[WEB APPLICATION LOCATION]
aa-open-inlist.jsp?url=openAnalytic.jsp?
DocumentName=text+analytic&RepositoryType=C
&RepositoryName=PM&DocumentExt=afd
&DocumentId=AQ74dXHxW59HlHvZivNsypI&mode=full
' target='hiddenFrame'>[LINK NAME IN DASHBOARD]</a>
The key items in the sample are aa-open-inlist.jsp and target='hid
denframe'.
1. In a text editor, copy and paste the sample syntax.
2. Replace [WEB APPLICATION LOCATION] with the web application
location after http://.
For example: http://<server>:<port>/PerformanceManagement/jsp
2
3. Enter the correct information after the variables.
4. Replace [LINK NAME IN DASHBOARD] with the name of the link as you
want it to appear.
5. Copy and paste the text in the following location:
• For a Web Intelligence, Crystal Report or Desktop Intelligence report,
copy the text in the cell of the query and then run a report.
• For a Text analytic, go to the edit mode and paste the text in the "Enter
text or HTML to display" text box and select html. Save the analytic
in the public folders.
• For a Web page analytic, go to the edit mode and in the "Content" tab
paste the text in the "Enter the web page URL" text box and click OK.
In the "Layout" tab, select from the "Display as" section A link, so
only the name is visible.
6. In InfoView, go to Dashboards > Create Corporate Dashboard.
7. Enter the title, select a public folder, and click OK.
8. Click Dashboards > Organize Corporate Dashboards, and select your
dashboard.
9. Click Edit Dashboard.
BusinessObjects Dashboard Builder User Guide 33
Dashboards
2
Analytics in dashboards
10. From the "Analytic Toolbox", expand the "Corporate Analytics" list to find
your report, and drag it to the dashboard layout.
11. From the "Analytic Toolbox", expand the "New Analytic" list, and drag the
"Viewer" analytic from the list to the dashboard layout.
12. Click Save, then Exit Edit Mode.
Click on any linked item in the report and the destination appears in the
viewer.
Content linking in dashboards
Content linking allows you to send information from an Xcelsius analytic, the
source, to the following target analytics in a dashboard:
• Xcelsius analytics
Xcelsius analytics defined as target analytics receive information from
the source analytic and utilize this information as an input to variables
defined in the Xcelsius model.
• Web Intelligence, Crystal, and Desktop Intelligence Reports
When the user interacts with an Xcelsius analytic defined as the source
analytic, the dynamic values are passed automatically to the prompts in
the Crystal, Web Intelligence, or Desktop Intelligence Reports selected
as the target analytics within the Dashboard Builder tab or sub tab.
Note:
If you link to a report that contains no prompts, the target analytic is not
affected by a content link, so the data will not change.
The content linking in a dashboard can be configured in the edit mode from
the edit panel of a source or target document, or from the Content Linking
link on the dashboard toolbar.
To set a content link between analytics in a dashboard
You must set up dynamic communication between Xcelsius, Web Intelligence,
Crystal, and Desktop Intelligence Report analytics that are placed on a
Dashboard Builder tab or sub tab. Crystal and Desktop Intelligence report
34 BusinessObjects Dashboard Builder User Guide
Dashboards
Analytics in dashboards
analytics are placed on a Dashboard Builder tab or sub tab. At run time, a
source Xcelsius analytic sends information to target Xcelsius and Web
Intelligence, Crystal and Desktop Intelligence Report analytics. Targets use
the information sent by the source analytic as parameter values. These
parameter values are used as input for prompts in the case of Web
Intelligence, Desktop Intelligence, or Crystal Reports, or in the data
spreadsheet range of an Xcelsius model.
Remember:
An Xcelsius analytic used as a source document has to be configured with
a Portal Provider Connection. An Xcelsius analytic used as a target document
has to be configured with the Portal Consumer Connection. For more
information on configuring Portal Connections in an Xcelsius analytic, consult
the Xcelsius User documentation.
To facilitate dynamic communication between an Xcelsius source and other
target analytics (except Xcelsius targets), the designer must use the FSCom
mand component. The command text name of the FSCommand component
must be set to queryparams. The designer will construct the information in
the parameters section as opendocument syntax. This information is sent
by the XCelsius source to the target analytics (Web Intelligence, Crystal, and
Desktop Intelligence reports), and is substituted as prompt values.
2
1. In the dashboard edit mode from the Analytic Toolbox, drag the source
Xcelsius analytic to the dashboard layout.
2. Drag one or more target analytics to the dashboard layout.
Note:
The following target analytics use content linking:
• Xcelsius analytics
• Crystal Reports
• Web Intelligence Reports
• Desktop Intelligence Reports
3. Do one of the following:
• From the dashboard toolbar, click Content Linking.
The Content Linking panel appears, with a dropdown list from which
you select the source analytic.
• From an analytic edit toolbar, click the edit icon, and select the Content
Linking tab.
BusinessObjects Dashboard Builder User Guide 35
Dashboards
2
Analytics in dashboards
The content linking tab appears with the analytic automatically selected
as the source analytic.
4. If the source analytic is not already selected, choose one from the
dropdown list.
The Target Analytics list changes to list the analytics to which the source
analytic can link.
5. Select the target analytics.
6. Click OK.
36 BusinessObjects Dashboard Builder User Guide
Using analytics for analysis
3
Using analytics for analysis
3
Analytics based on a single metric or goal
The data in an analytic can come from a metric, goal, or a universe-based,
Web Intelligence, Desktop Intelligence, Crystal Reports or Xcelsius query.
You create and add analytics to your dashboards to display data in a
meaningful and efficient manner.
Business Objects offers you pre-built analytic templates delivered with its
Dashboard and Analytics applications.
Analytics based on a single metric or goal
You can create the following analytics using a single metric or goal:
• Gauge
• Interactive Metric Trend
• Pareto Chart
What is a universe query?
Universe queries map to data from relational and OLAP data sources, and
can include goals from other data sources via a universe, and show, in
addition to metrics, goals and tolerance levels.
For information on customizing universes from which to create query-based
metrics, see the Designer documentation.
Data for universe queries
Analytics can use data obtained from querying any Business Objects universe
that has been exported in Designer.
Universes for these types of queries do not have to be imported in Dashboard
and Analytics Setup.
Any security conditions created to these universes in Designer are carried
over when you create an analytic. Objects with security restrictions in the
universe, for example, are not visible in the Query Panel.
38 BusinessObjects Dashboard Builder User Guide
Using analytics for analysis
Defining a universe query for an analytic
1. In the data selection section of the analytic edit panel, select Define
Query.
2. In the "Define query" panel, select the universe on which you want to
base your query.
If you do not see your universe listed, click Refresh List. If it still does
not appear, click Search and migrate to it.
3. Select a universe object and click >> to add it to the "Result Objects" list
box.
Filters are automatically added to the "Query Filters" list box. To remove
items from the list box, click <<.
4. Click OK to save.
The analytic edit panel reappears.
Related Topics
• Defining the display data for a universe query in the Bubble, Pie and
Radar analytics on page 40
• Configuring a Gauge analytic using a metric, goal or universe query on
page 107
• Configuring a Bubble Chart analytic on page 111
• Configuring a Pie Chart analytic on page 112
• Configuring a Radar Chart analytic on page 113
• Configuring an Interactive Metric Trend analytic using on goals, metrics
and universe queries on page 96
• Configuring a Pareto Chart analytic on page 152
• Configuring the Metric Tree analytic properties on page 143
What is a universe query?
3
Defining a filter for analytics that use universe queries
Before you can do the following steps, you need to be in the analytic edit
panel, have selected Universe Query from the "Select Data to Display" list,
and defined the universe query.
BusinessObjects Dashboard Builder User Guide 39
Using analytics for analysis
3
What is a universe query?
A filter refines the list of data displayed. This is useful when the universe you
are querying contains a lot of data.
1. To add a filter to the analytic, click Add under "Analytic Filter".
If you are editing an existing filter, select it in the "Analytic Filter" list box,
and click Edit.
2. In the "Filter Creation" panel, select a dimension from the "Result Object"
list.
3. Select a dimension from the "Secured Dimension" list.
4. Select Use all slices when displaying this analytic to allow all users
to see all slices associated with the metric.
If you do not want users to see the slices, select Display nothing.
5. Click OK.
The filter appears in the "Analytic Filter" list box.
To delete a filter, select it in the "Analytic Filter" list box and click Remove.
Related Topics
• Defining a universe query for an analytic on page 39
• Defining the display data for a universe query in the Bubble, Pie and
Radar analytics on page 40
Defining the display data for a universe query in the Bubble, Pie and Radar analytics
Before you can do the following steps, you need to be in the analytic edit
panel, have selected Universe Query from the "Select Data to Display" list,
and defined the universe query.
1. If you are configuring:
• a Pie chart, select the measure you want to display.
• a bubble or radar chart, select one primary measure and one or more
secondary measures.
2. Select a dimension from the "Dimension for X-axis and slider" list.
3. Select a dimension for the slice list.
4. Optionally, add filters.
40 BusinessObjects Dashboard Builder User Guide
Related Topics
• Defining a filter for analytics that use universe queries on page 39
• Configuring a Bubble Chart analytic on page 111
• Configuring a Pie Chart analytic on page 112
• Configuring a Radar Chart analytic on page 113
Analytic display modes
The display formats are:
• SVG – Scalable Vector Graphics format. This format is less interactive
than the applet.
• Applet – The Java Applet allows interactive editing of the analytic.
• Flash – Macromedia Flash provides a more interactive interface, and a
zero footprint.
• HTML – The HTML display allows you to provide accessibility for
508-compliant analytics.
The display modes for the analytics are shown in the following table.
Using analytics for analysis
Analytic display modes
3
DHTMLHTMLFlashAppletSVGAnalytic
XAlerts
XBubble chart
XControl chart
XCurve fitting
XFrequency histogram
XXXGauge
XGoal
XGoal subscriptions
XGoal-based influencer detail
XIndividual list
BusinessObjects Dashboard Builder User Guide 41
Using analytics for analysis
3
Analytic display modes
DHTMLHTMLFlashAppletSVGAnalytic
XInfluencer detail
XInfluencer gains chart
XXXInteractive metric trend
XKey influencers
XLag plot
XXMap
XXMembership
XMetric forecaster
XMetric list
XMetric tree
XModel gains chart
42 BusinessObjects Dashboard Builder User Guide
XXMetrics overview
XXMigration
XXMulti-set same time events
XNavigation list
XNormal probability
XPareto
XPie chart
XProfiler
XRadar chart
XScorecard
Creating an analytic
You create analytics to visualize performance levels and trends on specific
data. The data can originate from single metrics or goals, Predictive models,
sets stored on the Performance Manager repository or ad hoc queries on a
universe.
Using analytics for analysis
Creating an analytic
DHTMLHTMLFlashAppletSVGAnalytic
XSmoothing
XStrategy Map
XText
XVariable profile box plot
XXVisual data counts
XWeb page
3
You can create analytics in the following ways:
• via InfoView
• via Dashboard Builder
• Create an analytic directly in a dashboard, whereupon it is saved as an
embedded object in the dashboard.
Note:
You can use Web Intelligence, Crystal Report or Desktop Intelligence
reports and modify their queries from within a dashboard, however you
cannot create actual queries in dashboards.
Related Topics
• What is an analytic? on page 326
• Creating an analytic via InfoView on page 44
• Creating an analytic via Dashboard Builder on page 44
BusinessObjects Dashboard Builder User Guide 43
Using analytics for analysis
3
Creating an analytic
Creating an analytic via Dashboard Builder
You create analytics from within Dashboard Builder on the Create New
Analytic page.
1. In InfoView, go to Open > Dashboard and Analytics > Dashboard
Builder > Create New Analytic.
The analytic types are listed by category.
2. Select a category.
The analytics in the selected category appear on the right.
3. Select an analytic.
For information on configuring a specific analytic, refer to its section in
the Dashboard and Analytics documentation.
Related Topics
• Saving an analytic as a document on page 95
• Emailing an analytic on page 92
• Adding analytics to dashboards on page 26
Creating an analytic via InfoView
You can create analytics directly in InfoView.
1. On the InfoView home page, go to Document List > New > Analytic.
The analytic types are listed by category.
2. Select a category.
The analytics in the selected category appear on the right.
3. Select an analytic.
For information on configuring a specific analytic, refer to its section in
the Dashboard Builder documentation.
44 BusinessObjects Dashboard Builder User Guide
Using analytics for analysis
Creating an analytic
Creating an analytic based on an existing analytic
You can edit an existing analytic based on universe queries, metrics, and
goals to select a different data source and save it as a new analytic.
Note:
You cannot change the data source of analytics based on Web Intelligence,
Crystal Reports, or Desktop Intelligence queries. Instead, you edit the query
to create an analytic. The process to edit queries is located in the
documentation for Web Intelligence, Crystal Reports, or Desktop Intelligence
.
1. Select the analytic on which you want to base the new analytic.
2. Click Edit.
The analytic's edit panel appears. See the information on configuring the
analytic in the "Analytics Catalog" in the Dashboard and Analytics
documentation.
3
Data sources for analytics
Choosing the right data for an analytic is critical. The data you select depends
on the business question you want to answer, type of analytic you choose,
and what data is available to you.
The data can be:
• a metric created in Designer
A metric is defined using objects in a universe created using Designer
and stored in the Central Mangement Server. Metric definitions are stored
in the Performance Manager repository.
• a universe query created in Dashboard Builder or Performance Manager
A universe query uses filtered data exported from a specific universe.
• a predictive model or model-based metric created in Predictive Analysis.
For information on performance models, see the Predictive Analysis
documentation.
• a goal created in Performance Manager
BusinessObjects Dashboard Builder User Guide 45
Using analytics for analysis
3
Editing an analytic
For more information, see the Performance Manager documentation. For
example, in a Gauge analytic, you can display goal data returned from
prompt values.
Related Topics
• What is a metric? on page 326
• What is a goal? on page 249
• What is a universe query? on page 38
Editing an analytic
This section shows you how to:
• Add analytics to dashboards
• Save analytics as documents
• Email analytics
• Delete an analytic from an InfoView folder
• Save an analytic to a folder
• Create an analytic based on an existing analytic
• Linking analytics to documents or other analytics
For information on editing a particular analytic, check the Analytics Catalog
section in the Dashboard Builder documentation.
Related Topics
• Adding analytics to dashboards on page 26
• Saving an analytic as a document on page 95
• Emailing an analytic on page 92
• Deleting an analytic from an InfoView folder on page 94
• Saving an analytic to a folder on page 94
• Creating an analytic based on an existing analytic on page 162
• Linking to multiple documents from an analytic based on a goal, metric
or universe query on page 47
• Linking from a goal, metric or universe query-based analytic to a document
or analytic on page 49
• Linking analytics and documents on page 47
46 BusinessObjects Dashboard Builder User Guide
Using analytics for analysis
Linking analytics and documents
Linking analytics and documents
Adding links to analytics allows end users navigate from an analytic to other
analytics or documents that provide information for further analysis.
Linking to analytics that use a single goal, metric, or universe-based query
You can link to one or multiple documents and you can include prompt
parameters in links. Adding prompt parameters means that the data displayed
on the target analytic or document is dynamically generated according to
the values displayed on the first analytic. You can link to:
• a single analytic or document
• multiple analytics and documents
Related Topics
• Linking from a goal, metric or universe query-based analytic to a document
or analytic on page 49
• Linking to multiple documents from an analytic based on a goal, metric
or universe query on page 47
3
Linking from goal, universe query and metric-based analytics
Linking to multiple documents from an analytic based on a goal, metric or universe query
You can create links to multiple documents from a goal or metric-based
analytic. This is particularly useful for analytic drill down.
1. How you access the options for linking analytics to other documents,
depends on whether you are creating a new analytic or editing an existing
analytic.
• If you are creating an analytic, do one of the following in InfoView:
• Go to Open > Dashboard Builder > Create New Analytic.
• Go to Document List > New > Analytic.
• If you are editing an analytic, select the analytic, then click Edit.
BusinessObjects Dashboard Builder User Guide 47
Using analytics for analysis
3
Linking from goal, universe query and metric-based analytics
2. Expand Navigation.
3. The next step depends on whether you want:
• If you want to link the title of the analytic to multiple documents, click
Multiple Links below "Use Legend/Title as hyperlink to go to".
• If you want to provide data point navigation, so that users can click a
metric result and then view a filtered document that shows other results
for that specific time period, click Multiple Links below "Use data
point as hyperlink to go to".
The Edit Navigation Link dialog box appears.
4. Click Add, then click Browse to select the document or, if you want to
link to a web page, type the URL into the text box.
5. You can add several links to documents here.
6. Click Update, then click OK.
The link to the multiple documents appears.
For example:
Drill Down Group Level||openAnalytic.jsp?Document
Name=Drill+Down+Group+Level&RepositoryType=C&Repository
Name=Feature Examples&DocumentExt=rpt&DocumentId=AWbJO
JEYvvVMnbtXEQ2An0s&sContentType=OnDemand&mode=full||Total
Sales.rpt||openAnalytic.jsp?DocumentName=TotalSales.rpt&Repos
itoryType=C&RepositoryName=Feature Samples&Docu
mentExt=rpt&DocumentId=AdLEddSQNTlDhMiLiHoD7II&sContent
Type=OnDemand&mode=full||Business Objects||http://www.busi
nessobjects.com
In this example the multiple link is created to:
• Drill Down Group Level
• TotalSales report
• www.businessobjects.com
The syntax of the links is as follows:
name1||URL||name2||URL||name3||URL
7. To check the links, click OK.
The analytic appears.
8. Place your cursor on a data point or the title.
If the links are defined correctly, a popup menu appears with list of
destination documents.
48 BusinessObjects Dashboard Builder User Guide
Using analytics for analysis
Linking from goal, universe query and metric-based analytics
9. Click the destination document of your choice.
Note:
When linking from goal and predictive analytics you must enter the link
manually.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
• Using variables for dynamic links to documents on page 50
Linking from a goal, metric or universe query-based analytic to a document or analytic
Adding links to analytics allows end users navigate from an analytic to other
analytics or documents that provide information for further analysis.
You can include prompt parameters in links. Adding prompt parameters
means that the data displayed on the target analytic or document is
dynamically generated according to the values displayed on the first analytic.
1. How you access the options for linking analytics to other documents
depends on whether you are creating an analytic or editing an existing
analytic:
• If you are creating an analytic, do one of the following in InfoView:
• Go to Open > Dashboard Builder > Create New Analytic.
• Go to New > Analytic.
• If you are editing an analytic, select the analytic, then click Edit.
3
2. Expand Navigation.
3. The next step depends on whether you want to link the title or data points
to a destination document:
• If you want to link the title of the analytic to multiple documents, click
Browse below "Use Legend/Title as hyperlink to go to".
• If you want to provide data point navigation, so that users can click a
metric result to view a filtered document that shows other results for
that specific time period, click the Browse below "Use data point as
hyperlink to go to".
The "Edit Navigation Link Menu" dialog box appears.
BusinessObjects Dashboard Builder User Guide 49
Using analytics for analysis
3
Linking from goal, universe query and metric-based analytics
4. Click Add, then Browse to select the document or, if you want to link to
a web page, type the URL into the text box.
Note:
When linking from goal and predictive analytics you must enter the link
manually.
5. Click Update, then click OK.
The URL to the document appears in the URL box. The URL reads as
follows:
openAnalytic.jsp?DocumentName=<FILE_NAME>
&RepositoryType= C&RepositoryName=<REPOSITORY_NAME>
&DocumentExt=<EXTN>& DocumentId=<DOCID>
&sContentType=OnDemand&mode=full
6. To check the links, click OK.
The analytic appears.
7. Place your cursor on a data point or the title.
8. When your cursor turns into a hand sign, click the data point or title.
The destination document appears.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
• Linking to multiple documents from an analytic based on a goal, metric
or universe query on page 47
• Using variables for dynamic links to documents on page 50
• Using variables for dynamic links to documents on page 50
Using variables for dynamic links to documents
You can include variables in the links to documents so that the destination
document is filtered by the values for a specific metric, dimension, goal or
set.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
50 BusinessObjects Dashboard Builder User Guide
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Linking from goal, universe query and metric-based analytics
OpenAnalytic variables used in goal, metric and universe query analytics
The following table gives a description of each variable you can use when
used in creating links between analytics.
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
DescriptionVariable
Metric ID$METRIC_ID$
Metric Name$METRIC_NAME$
Subject ID$SUBJECT_ID$
Subject name$SUBJECT_NAME$
3
Set ID$SET_ID$
Set Name$SET_NAME$
2nd Set ID (when metric based on two sets)$SET2_ID$
2nd Set Name (when metric based on two sets)$SET2_NAME$
Population ID$POPULATION_ID$
Population Name$POPULATION_NAME$
Dimension ID$DIM_ID$
Dimension Name$DIM_NAME$
2nd Dimension ID$DIM2_ID$
2nd Dimension Name$DIM2_NAME$
Name of goal associated with analytics$GOAL_NAME$
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DescriptionVariable
ID of goal associated with analytics$GOAL_ID$
Value of the slice (code)$SLICE_CODE$
Value of the slice (name)$SLICE_NAME$
Class Id from the source universe$CONDITION_ID$
Measure Name$MEASURE_NAME$
First slice of the dimension used for x-axis (QOU)$MIN_SLICE$
Last slice of the dimension used for x-axis (QOU)$MAX_SLICE$
$CURRENT_SLICE$
$CURRENT_DATE$
Current slice of the dimension used for x-axis
(QOU)
Begin Date of the displayed period$BEGIN_DATE$
End Date of the displayed period$END_DATE$
Current period (corresponds to a data point in a
trend)
Code for the current region displayed$MAP_CODE$
Name of current region displayed$MAP_NAME$
Long name of current region displayed$MAP_LONGNAME$
Model ID$MODEL_ID$
Influencer ID$INFLUENCER_ID$
Influencer Name$INFLUENCER_NAME$
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OpenAnalytic variables for Goal variance and Pareto analytics
Pareto analytic
You can only use the $METRIC_ID$ variable to link from a Pareto analytic.
Goal variance analytics
You can use the following variables to link from Goal Variance analytics:
• $CONDITION_ ID$
• $CONDITION_ NAME$
• $DIM_ID$
• $DIM_ NAME$
• $GOAL_ ID$
• $MEASURE_ NAME$
• $METRIC_ ID$
• $METRIC_ NAME$
• $POPULATION_ ID$
• $POPULATION_ NAME$
• $SET_ ID$
• $SET_ NAME$
• $SET2_ ID$
• $SET2_ NAME$
• $SLICE_ CODE$
• $SLICE_ NAME$
• $SUBJECT_ ID$
• $SUBJECT_ NAME$
• $USER$
3
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
BusinessObjects Dashboard Builder User Guide 53
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OpenAnalytic variables for Map analytics
This table shows which variables can be used to link from Map analytics that
use metrics or a universe query.
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Variable
$SUBJECT_
NAME$
$POPULATION_
ID$
Map analytic using metrics
Title link
Map item
link
Map analytic using a universe query
Map item linkTitle link
XXXX$METRIC_ ID$
XXXX$METRIC_ NAME$
XXXX$SUBJECT_ ID$
XXXX
XXXX$SET_ID$
XXXX$SET_ NAME$
XXXX$SET2_ID$
XXXX$SET2_ NAME$
XXXX
$POPULATION_
NAME$
54 BusinessObjects Dashboard Builder User Guide
XXXX
XXXX$DIM_ID$
XXXX$DIM_NAME$
X$GOAL_NAME$
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3
Variable
$CONDITION_
NAME$
$MEASURE_
NAME$
Map analytic using metrics
Title link
Map item
link
Map analytic using a universe query
Map item linkTitle link
XX$GOAL_ID$
XXX$SLICE_CODE$
XXX$SLICE_NAME$
XXXX$CONDITION_ ID$
XXXX
XXXX
XX$BEGIN_DATE$
XX$END_DATE$
XXX$MAP_CODE$
$MAP_ LONGNAME$
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
OpenAnalytic variables for Metric List and Strategy Map analytics
This table shows which variables can be used to link from Metric Lists and
Strategy Maps analytics (only when based on goals, metrics or universe
queries).
BusinessObjects Dashboard Builder User Guide 55
XXXX$MAP_NAME$
XX
XXXX$USER$
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Variable
Strategy MapMetric List
Attached analyticTitle link
XX$METRIC_NAME$
XX$SUBJECT_ID$
XX$SUBJECT_ NAME$
XX$SET_ID$
XX$SET_NAME$
XX$SET2_ID$
XX$SET2_NAME$
XX$POPULATION_ ID$
XX$POPULATION_ NAME$
56 BusinessObjects Dashboard Builder User Guide
XX$DIM_ID$
XX$DIM_NAME$
XX$GOAL_NAME$
XX$SLICE_CODE$
XX$SLICE_NAME$
XX$CONDITION_ID$
XX$CONDITION_ NAME$
XX$MEASURE_ NAME$
XX$USER$
Using analytics for analysis
Linking from goal, universe query and metric-based analytics
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
OpenAnalytic variables for Metric Tree and Metrics Overview analytics
This table shows which variables can be used to link from Metric Trees and
Metrics Overview analytics.
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Metrics OverviewMetric Tree
3
Variable
Attached Analytic
X$METRIC_ID$
X$GOAL_NAME$
Set Name
Link
Datapoint
Link
XX$METRIC_NAME$
XX$SUBJECT_ ID$
XXX$SUBJECT_ NAME$
XXX$SET_ID$
XXX$SET_NAME$
XX$POPULATION _ID$
XX$POPULATION _NAME$
XX$DIM_ID$
XX$DIM_NAME$
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Metrics OverviewMetric Tree
Variable
Related Topics
Attached Analytic
X$GOAL_ID$
Set Name
Link
Datapoint
Link
XX$SLICE_ CODE$
XX$SLICE_ NAME$
XX$CONDITION _ID$
XX$CONDITION _NAME$
XX$MEASURE _NAME$
X$BEGIN_DATE$
X$END_DATE$
X$CURRENT _DATE$
XXX$USER$
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
OpenAnalytic variables for most volatile metrics and Set Membership analytics
This table shows which variables can be used to link from most volatile
metrics and set membership analytics.
Set MembershipMost Volatile Metrics
Variable
DatapointDatapointAnalytic Link
XX$METRIC_ID$
XX$METRIC_NAME$
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Variable
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Set MembershipMost Volatile Metrics
DatapointDatapointAnalytic Link
XXX$SUBJECT_ID$
XXX$SUBJECT_NAME$
XXX$SET_ID$
XXX$SET_NAME$
XX$SET2_ID$
XX$SET2_NAME$
XX$POPULATION_ID$
XX$POPULATION_NAME$
XX$DIM_ID$
3
XX$DIM_NAME$
XX$SLICE_CODE$
XX$SLICE_NAME$
XX$CONDITION_ID$
XX$CONDITION_NAME$
XX$MEASURE_NAME$
XX$BEGIN_DATE$
XX$END_DATE$
XX$CURRENT_DATE$
XXX$USER$
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Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
OpenAnalytic variables for Key Influencers analytics
The following variables can be used to link from Key Influencers analytics:
• $MODEL_ID$
• $INFLUENCER_ID$
• $INFLUENCER_NAME$
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
OpenAnalytic variables for the Metric Forecaster analytic
The following variables can be used to link to Metric Forecaster analytic:
• $METRIC_ ID$
• $BEGIN_ DATE$
• $END_ DATE$
OpenAnalytic variables for the Interactive Metric Trend analytic
This table shows the variables can be used to link from Interactive Metric
Trends based on goals, metrics or universe queries.
DatapointLegendVariable
XX$METRIC_ID$
XX$METRIC_NAME$
XX$SUBJECT_ ID$
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DatapointLegendVariable
XX$SUBJECT_ NAME$
XX$SET_ID$
XX$SET_NAME$
XX$SET2_ID$
XX$SET2_NAME$
XX$POPULATION_ ID$
XX$POPULATION_ NAME$
XX$DIM_ID$
XX$DIM_ NAME$
XX$SLICE_ CODE$
3
XX$SLICE_ NAME$
XX$CONDITION_ ID$
XX$CONDITION_ NAME$
XX$MEASURE_ NAME$
XX$MIN_ SLICE$
XX$MAX_ SLICE$
X$CURRENT_ SLICE$
XX$USER$
XX$BEGIN_DATE$
X$CURRENT_DATE$
XX$END_DATE$
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Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
OpenAnalytic variables for a Migration analytic
The following variables can be used to link from a datapoint in the Migration
analytic for set analysis:
• $SUBJECT_ID$
• $SUBJECT_ NAME$
• $SET_ID$
• $SET_NAME$
• $USER$
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
OpenAnalytic variables for Gauge analytics
This table shows which variables can be used to link from Gauges.
62 BusinessObjects Dashboard Builder User Guide
Universe queryMetricVariable
X$METRIC_ ID$
X$METRIC_ NAME$
X$SUBJECT_ ID$
X$SUBJECT_ NAME$
X$SET_ID$
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Universe queryMetricVariable
X$SET_NAME$
X$SET2_ID$
X$SET2_NAME$
X$POPULATION _ID$
X$POPULATION _NAME$
XX$DIM_ID$
XX$DIM_NAME$
X$DIM2_ID$
X$DIM2_NAME$
X$GOAL_NAME$
3
X$GOAL_ID$
X$SLICE_ CODE$
XX$SLICE_ NAME$
X$CONDITION _ID$
X$CONDITION _NAME$
XX$MEASURE _NAME$
X$MIN_SLICE$
X$MAX_SLICE$
X$CURRENT _SLICE$
X$BEGIN_DATE$
X$END_DATE$
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X$CURRENT _DATE$
X$USER$
OpenAnalytic variables for the Pie, Bubble and Radar Charts
The following table shows which variables can be used to link from the Pie,
Bubble and Radar charts:
XX$METRIC_ ID$
XX$METRIC_ NAME$
X$GOAL_ ID$
X$GOAL_ NAME$
Universe queryMetricVariable
Radar ChartBubble ChartPie ChartVariable
$CURRENT_
DATE$
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
64 BusinessObjects Dashboard Builder User Guide
XXX$BEGIN_ DATE$
XXX$END_ DATE$
XXX
Linking from goal, universe query and metric-based analytics
OpenAnalytic variables for Data Exploration analytics
The following variables can be used to link from the Data Exploration
analytics, which include Lag Plot, Frequency Histogram, Normal Probability
Plot, Smoothing and Curve Fitting :
• $METRIC_ID$
• $METRIC_NAME$
• $BEGIN_DATE$
• $END_DATE$
• $CURRENT_DATE$
Note:
A universe query analytic where a prompt is defined can use all of the
OpenAnalytic variables.
Related Topics
• OpenAnalytic variables used in goal, metric and universe query analytics
on page 51
Using analytics for analysis
3
nbPrompts
nbPrompts is a parameter used in customized links between analytics and
documents stored on the Central Management Server in which prompts are
allowed, including analytics, Crystal Reports, Desktop Intelligence and Web
Intelligence documents. Using nbPrompts, you can fill the prompt(s) in the
target document with openAnalytic variables.
nbPrompts syntax in links from goal and metric-based analytics
The following are examples of nbPrompts syntax:
openanalytic.jsp?...&mode=full&nbPrompts=1
&[analytic_prompt_name]=$METRIC_NAME$
openanalytic.jsp?...&mode=full&nbPrompts=3
&[analytic_prompt1]=$METRIC_NAME$&[analytic_prompt2]=
$BEGIN_DATE$&[analytic_prompt3]=$END_DATE$
where openanalytic.jsp?...&mode=full is automatically included in the
address when you select the target document, and you add the remaining
text using the following syntax:
&nbPrompts=[#]&[analytic_prompt_name]=
$METRIC_NAME$
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where you replace [#] with the number of prompts, and for each prompt you
add the string &[analytic_prompt_name]=$METRIC_NAME$, where
[analytic_prompt_name] is replaced with the name of the prompt in the
analytic or document.
Using openDocument in dashboards and analytics
The openDocument.jsp uses the "opendoc" context to open objects from a
document or dashboard in InfoView.
Use the following syntax:
/OpenDocument/opendoc/
openDocument.jsp?iDocID=vscmMCXk
&sIDType=CUID&sType=null&sInstance=Last
where vscmMCXk is the ID of the dashboard.
Note:
Use relative instead of absolute links to documents in InfoView, in the case
where you plan to migrate servers.
To use openDocument to open a dashboard from a document or dashboard:
/OpenDocument/opendoc/openDocument.jsp?
iDocID=vscmMCXk&sIDType=CUID&sType=null
To use openDocument to open an analytic from a document or dashboard:
/OpenDocument/opendoc/openDocument.jsp?
iDocID=vscmMCXk&sIDType=CUID&sType=null
Example: sInstance in openDocument syntax
Use the parameter sInstance=Last with the OpenDocument function to
retrieve the last instance of a Web Intelligence or Desktop Intelligence
report. You must specify the fully-qualified URL of the target document for
the parameter to take effect.
Note:
sInstance=Last has no effect in the OpenAnalytic function.
URL Reporting using openDocument
URL reporting using openDocument provides URL access to multiple
document types by passing a URL string to a BusinessObjects Enterprise
66 BusinessObjects Dashboard Builder User Guide
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Linking from goal, universe query and metric-based analytics
server. openDocument provides commands to control how reports are
generated and displayed.
You can use openDocument in BusinessObjects Enterprise to create
cross-system links to and from the following document types:
• .wid: Web Intelligence documents
• .rep: Desktop Intelligence documents
• .rpt: Crystal reports
• .car: OLAP Intelligence reports
Structuring an openDocument URL
The next sections explain how to use the openDocument function, and how
to construct the URL.
An openDocument URL is generally structured as follows:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?<parameter1>&<parameter2>&...&<parameterN>
The exact syntax of the <platformSpecific> parameter depends on your
implementation:
• For Java implementations, use openDocument.jsp in place of the
<platformSpecific> parameter.
3
• For .NET implementations, use opendocument.aspx in place of the
<platformSpecific> parameter.
The URL is constructed using the parameters listed in openDocument
parameter overview on page 70
Joining parameters
Join parameters with the ampersand (&). Do not place spaces around the
ampersand. For example: sType=wid&sDocName=Sales2003
The ampersand is always required between parameters.
Spaces and special characters in parameter values
Because some browsers cannot interpret spaces, the parameters of the link
cannot contain spaces or other special characters that require URL encoding.
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To avoid the misinterpretation of special characters, you can define a
URLEncoded string in the source database to replace the special character
with an escape sequence. This will allow the database to ignore the special
character and correctly interpret the parameter value. Note that certain
RDBMS have functions that allow you to replace one special character with
another.
By creating an escape sequence for the plus sign (+), you can instruct the
database to interpret the plus sign as a space. In this case, a document title
Sales Report for 2003 would be specified in the DocName parameter as:
&sDocName=Sales+Report+for+2003&
This syntax prevents the database from misinterpreting the spaces in the
title.
Trailing spaces in parameter values
Trim trailing spaces at the end of parameter values and prompt names. Do
not replace them with a plus sign (+). The viewer may not know whether to
interpret the plus sign (+) as part of the prompt name or as a space. For
example, if the prompt name displays:
Select a City:_
(where _ represents a space), enter the following text in the link:
lsSSelect+a+City:=Paris
where the spaces within the prompt name are replaced with the plus sign,
and the trailing space is trimmed off.
For details on prompt parameters of the link, refer to openDocument
parameter overview on page 70 .
Capitalization
All of the openDocument parameters are case sensitive.
Link length limit
The encoded URL cannot exceed 2083 total characters.
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Parameter values in links to sub-reports
You cannot pass parameter values to a sub-report of a target Crystal report.
Using the lsS parameter with OLAP Intelligence reports
If the target document is an OLAP Intelligence report (.car) you can use the
IsS parameter to specify prompts. The parameters are passed in as a
URL-encoded string using the unique name of the parameter set up in the
OLAP Intelligence report.
Example: Opening a report to a specific page
If 23CAA3C1-8DBB-4CF3-BA%2CB8%2CD7%2CF0%2C68%2CEF%2C9C%2C6F is
the URL-encoded unique name for the page parameter in the OLAP
Intelligence report, you would use the following URL to open the OLAP
Intelligence report to page 2:
http://<servername>:<port>/OpenDocument/<platformSpecif
ic>?sType=car&sIDType=InfoObject&iDocID=440&lsS23CAA3C1-8DBB4CF3-BA%2CB8%2CD7%2CF0%2C68%2CEF%2C9C%2C6F=2
3
Example: Opening a cube parameter
If 8401682C-9B1D-4850-8B%2C5E%2CD9%2C1F%2C20%2CF8%2C1%2C62 is
the URL-encoded unique name for the cube parameter opening the
warehouse cube in the catalogue FoodMart 2000 on MSAS, you would use
the following URL to open this cube parameter:
http://<servername>:<port>/OpenDocument/<platformSpecif
ic>?sType=car&sIDType=InfoObject&lsS8401682C-9B1D-48508B%2C5E%2CD9%2C1F%2C20%2CF8%2C1%2C62=CATALOG%3DFood
Mart%202000,CUBE%3Dwarehouse&iDocID=616
Using the lsM parameter with OLAP Intelligence reports
If the target document is an OLAP Intelligence report (.car) you can use the
IsM parameter to specify prompts. The parameters are passed in as a
URL-encoded string using the unique name of the parameter set up in the
OLAP Intelligence report.
As was the case for the lsS parameter, lsM parameters are also passed in
as a URL-encoded string using the unique name of the parameter set up in
the OLAP Intelligence report.
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Example: Opening a report
http://<servername>:<port>/OpenDocument/<platformSpecif
ic>?sType=car&sIDType=InfoObject&lsMADC216EA-D9A5-42B5AE%2C21%2C84%2CA9%2CF9%2C6E%2C31%2C7=[%5BCustomers%5D.%5BCoun
try%5D.%26%5BMexico%5D],[%5BCustomers%5D.%5BCoun
try%5D.%26%5BCanada%5D]&iDocID=544
This is a memberset parameter opening up a report with Customers >
Country > Mexico and Customers > Country > Canada in the view.
openDocument parameter overview
This section provides a brief overview of openDocument and includes a list
of available parameters. Details about the available parameters, their specific
uses, and relevant examples are also provided.
Note:
The document containing the openDocument link is called the parent
document, and it resides on the parent system. The document to which the
link points is called the target document, and it resides on the target system.
Table 3-10: Platform Parameters
DescriptionParameter
iDocID on page 73
sDocName on page 74
sIDType on page 75
sKind on page 75
sPath on page 76
70 BusinessObjects Dashboard Builder User Guide
Document identifier.
Document name.
Crystal object type.
The file type of target Desktop Intelligence
document.
The name of the folder and subfolder containing the target document.
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DescriptionParameter
3
sType on page 76
token on page 77
Table 3-11: Input Parameters
lsC on page 78
lsM[NAME] on page 79
lsR[NAME] on page 80
The file type of target document or report.
A valid logon token for the current CMS session.
DescriptionParameter
Specifies a contextual prompt if there is an
ambiguity during SQL generation (Business
Objects and Web Intelligence documents only).
Specifies multiple values for a prompt, [NAME]
is the text of the prompt
Specifies a range of values for a prompt,
[NAME] is the text of the prompt.
lsS[NAME] on page 81
sInstance on page 82
sPartContext on page 82
Specifies a value for a single prompt. [NAME]
is the text of the prompt.
Indicates which specific instance of the target
report to open.
In Crystal Reports, a report part is associated
to a data context.
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DescriptionParameter
sRefresh on page 83
sReportMode on page 84
sReportName on page 84
sReportPart on page 85
Table 3-12: Output Parameters
NAII on page 86
Indicates whether a refresh should be forced
when the target document or report is opened.
For Crystal targets only, indicates whether
the link should open the full target report or
just the report part specified in sReportPart.
Indicates which report to open if target document is multi-report.
Indicates which specific part of the target report to open.
DescriptionParameter
Forces the display of the prompt selection
page.
sOutputFormat on page 86
sViewer on page 87
72 BusinessObjects Dashboard Builder User Guide
Indicates the format in which the target document is opened.
Indicates the selected report viewer (CR &
CA only).
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DescriptionParameter
Indicates whether the target report will open
sWindow on page 88
in the current browser window or whether a
new window will be launched.
openDocument platform parameters
This section details the openDocument platform parameters that are available
and gives examples on how to use the commands.
An openDocument URL is generally structured as follows:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?<parameter1>&<parameter2>&...&<parameterN>
The exact syntax of the <platformSpecific> parameter depends on your
implementation:
• For Java implementations, use openDocument.jsp in place of the
<platformSpecific> parameter.
3
iDocID
• For .NET implementations, use opendocument.aspx in place of the
<platformSpecific> parameter.
Note:
Variables are denoted with angle brackets. You must substitute the proper
value for these variables. For example, you must use the name of your server
in place of <servername> where it is contained in the code samples below,
and you must use your port number in place of <port>.
iDocID
ValuesMandatory?DescriptionSyntax
Yes*Document identifier.
BusinessObjects Dashboard Builder User Guide 73
Document identifier (InfoObjectID).
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Note:
*One of sDocName or iDocID is mandatory.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid&sDocName=SalesReport&iDocID=2010
Note:
To obtain the document ID, navigate to the document within the Central
Management Console (CMC). The properties page for the document
contains the document ID and the CUID. Use this value for the iDocID
parameter.
sDocName
Document name without
extension
ValuesMandatory?DescriptionSyntax
sDocName
Note:
*One of sDocName or iDocID is mandatory.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+200
74 BusinessObjects Dashboard Builder User Guide
If multiple documents
have the same name,
specify the correct document with iDocID.
Document name.Yes*
sIDType
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sIDType
ValuesMandatory?DescriptionSyntax
• CUID
Central Management
Server (CMS) object
identifier type.
Note:
*Only mandatory if the target is a Crystal report or OLAP Intelligence report
(sType=rpt or sType=car) in an Object Package. Otherwise, use sPath and
sDocName.
Yes*
• GUID
• RUID
• ParentID
• InfoObjectID (de-
fault)
3
sKind
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?iDocID=2010&sIDType=CUID
sKind
ValuesMandatory?DescriptionSyntax
The file type of target
Desktop Intelligence document.
Note:
*Only mandatory if the target is a Desktop Intelligence document. Otherwise,
use sType.
BusinessObjects Dashboard Builder User Guide 75
Yes*
• FullClient
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Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sKind=FullClient
sPath
ValuesMandatory?DescriptionSyntax
sPath
sType
Note:
The name of the folder
and subfolder containing
the target document.
Yes*
Folder and/or subfolder:
[folder],[subfolder]
*Only mandatory if a value is specified for sDocName and is not unique.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+2005
sType
ValuesMandatory?DescriptionSyntax
•
wid
The file type of target
document or report.
Yes
•
rpt
•
car
Note:
This parameter is ignored for agnostic documents.
76 BusinessObjects Dashboard Builder User Guide
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Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid
token
ValuesMandatory?DescriptionSyntax
3
token
A valid logon token for
the current CMS session.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid&sDocName=Sales+in+2003&token=<logonToken>
No
The logon token for the
current CMS session.
openDocument input parameters
This section details the openDocument input parameters that are available
and gives examples on how to use the commands.
An openDocument URL is generally structured as follows:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?<parameter1>&<parameter2>&...&<parameterN>
The exact syntax of the <platformSpecific> parameter depends on your
implementation:
• For Java implementations, use openDocument.jsp in place of the
<platformSpecific> parameter.
• For .NET implementations, use opendocument.aspx in place of the
<platformSpecific> parameter.
Note:
Variables are denoted with angle brackets. You must substitute the proper
value for these variables. For example, you must use the name of your server
in place of <servername> where it is contained in the code samples below,
and you must use your port number in place of <port>.
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lsC
Specifies a contextual
prompt if there is an ambiguity during SQL generation (Business Objects
lsC
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid&sDocName=SalesReport&iDocID=2010&lsC=Sales
and Web Intelligence
documents only).
Note:
Not supported by OLAP
Intelligence
No
ValuesMandatory?DescriptionSyntax
A prompt value that resolves the ambiguity in
the SQL generation.
78 BusinessObjects Dashboard Builder User Guide
lsM[NAME]
lsM[NAME]
Specifies multiple values
for a prompt. [NAME] is
the text of the prompt.
Using analytics for analysis
Linking from goal, universe query and metric-based analytics
ValuesMandatory?DescriptionSyntax
• Multiple prompt val-
ues, separated by a
comma. If the target is
a Crystal report, each
value must be enclosed in square
brackets. If the target
is a OLAP Intelligence
report, use the MDX
WITH clause (refer to
No
Using the lsS parameter with OLAP Intelligence reports on
page 69 and Using
the lsM parameter
with OLAP Intelligence reports on
page 69).
3
• no_value (only for
optional parameters)
Note:
You can remove an optional parameter from the prompt by setting it to
no_value in the openDocument query string. If you leave an optional
parameter out of the openDocument query string, a default parameter value
will be applied.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=rpt&sDocName=SalesReport&lsMSe
lect+Cities=[Paris],[London]
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lsR[NAME]
Specifies a range of values for a prompt. [NAME]
is the text of the prompt.
lsR[NAME]
Note:
Not supported by OLAP
Intelligence
No
ValuesMandatory?DescriptionSyntax
• A range of values for
the prompt, separated
by a double period (..).
If the target is a Crystal report, the range
must be enclosed in
square brackets
and/or parentheses
(use a square bracket
next to a value to include it in the range,
and parentheses to
exclude it).
• no_value (only for
optional parameters)
Note:
You can remove an optional parameter from the prompt by setting it to
no_value in the openDocument query string. If you leave an optional
parameter out of the openDocument query string, a default parameter value
will be applied.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=rpt&sDocName=SalesReport&lsRTime+Peri
od:=[2000..2004)
80 BusinessObjects Dashboard Builder User Guide
lsS[NAME]
lsS[NAME]
Specifies a value for a
single prompt. [NAME] is
the text of the prompt.
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Linking from goal, universe query and metric-based analytics
ValuesMandatory?DescriptionSyntax
• A single prompt value
(refer to Using the lsS
parameter with OLAP
Intelligence reports on
page 69 and Using
No
the lsM parameter
with OLAP Intelligence reports on
page 69).
• no_value (only for
optional parameters)
3
Note:
You can remove an optional parameter from the prompt by setting it to
no_value in the openDocument query string. If you leave an optional
parameter out of the openDocument query string, a default parameter value
will be applied.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid&sDocName=SalesReport&iDocID=2010&lsSSe
lect+a+City=Paris
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sInstance
Indicates which specific
sInstance
Note:
Use this parameter in combination with sDocName.
instance of the target report to open.
No
ValuesMandatory?DescriptionSyntax
•
User (Link to latest in-
stance owned by current user)
•
Last (Link to latest in-
stance for report)
•
Param (Link to latest
instance of report with
matching parameter
values)
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sReport
Part=Part1&sInstance=User
sPartContext
In Crystal Reports, a re-
sPartContext
Note:
*Only mandatory if a value is specified for sReportPart.
82 BusinessObjects Dashboard Builder User Guide
port part is associated to
a data context.
Yes*
ValuesMandatory?DescriptionSyntax
Data context of the report
part.
sRefresh
Using analytics for analysis
Linking from goal, universe query and metric-based analytics
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+2005&sReport
Part=Part1&sPartContext=0-4-0
Note:
The sReportPart and sPartContext parameters are supported with the
regular DHML viewer (sViewer=html). Instead of the first page of the report,
the DHTML viewer displays the page and context containing the part with
the part highlighted.
sRefresh
ValuesMandatory?DescriptionSyntax
•
Y (forces the docu-
Indicates whether a refresh should be forced
when the target document or report is opened.
No
ment’s refresh)
•
N (note that the re-
fresh on open feature
overrides this value)
3
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid&sDocName=SalesReport&iDocID=2010&sRefresh=Y
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sReportMode
For Crystal targets only,
indicates whether the link
sReportMode
Note:
Defaults to Full if this parameter is not specified. Only applies if a value is
specified for sReportPart.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sReport
Part=Part1&sReportMode=Part
should open the full target report or just the report part specified in sRe
portPart.
No
ValuesMandatory?DescriptionSyntax
•
Full
•
Part
sReportName
Indicates which report to
sReportName
Note:
Defaults to the first report if this parameter is not specified.
84 BusinessObjects Dashboard Builder User Guide
open if target document
is multi-report.
No
ValuesMandatory?DescriptionSyntax
Report name for Web Intelligence documents,
sub-report for Crystal Reports, pages for OLAP
Intelligence reports.
sReportPart
Using analytics for analysis
Linking from goal, universe query and metric-based analytics
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid&sDocName=Sales+in+2003&sReportName=First+Re
port+Tab
sReportPart
ValuesMandatory?DescriptionSyntax
Indicates which specific
part of the target report to
open.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sReport
Part=Part1
Name of the report part.No
3
Note:
The sReportPart and sPartContext parameters are supported with the
regular DHML viewer (sViewer=html). Instead of the first page of the report,
the DHTML viewer displays the page and context containing the part with
the part highlighted.
openDocument output parameters
This section details the openDocument output parameters that are available
and gives examples on how to use the commands.
An openDocument URL is generally structured as follows:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?<parameter1>&<parameter2>&...&<parameterN>
The exact syntax of the <platformSpecific> parameter depends on your
implementation:
• For Java implementations, use openDocument.jsp in place of the
<platformSpecific> parameter.
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• For .NET implementations, use opendocument.aspx in place of the
<platformSpecific> parameter.
Note:
Variables are denoted with angle brackets. You must substitute the proper
value for these variables. For example, you must use the name of your server
in place of <servername> where it is contained in the code samples below,
and you must use your port number in place of <port>.
NAII
Forces the display of the
prompt selection page.
NAII
Note:
Only supported by Web
Intelligence documents.
No
ValuesMandatory?DescriptionSyntax
•
Y (all prompts whose
values are passed
with lsS, lsM or lsR
are pre-selected)
•
N (displays only the
prompts whose values
passed with lsS, lsM
or lsR)
Example:
http:/<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid&sDocName=SalesReport&iDocID=2010&NAII=Y
sOutputFormat
Indicates the format in
sOutputFormat
86 BusinessObjects Dashboard Builder User Guide
which the target document is opened.
No
ValuesMandatory?DescriptionSyntax
• H (HTML)
• P (PDF)
• E (Excel)
• W (Word)
sViewer
Using analytics for analysis
Linking from goal, universe query and metric-based analytics
Note:
Defaults to HTML if this parameter is not specified.
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sOutput
Format=E
sViewer
ValuesMandatory?DescriptionSyntax
• html
• part (Crystal reports
Indicates the viewer that
is used to view the document.
No
only)
• actx (Crystal reports
only)
• java (Crystal reports
only)
3
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sView
er=html
Example:
Note:
In order to use parameters in the URL with the ActiveX viewer, :connect must
be appended to the URL, followed by the parameters.
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sPath=[Sales+Reports]&sDocName=Sales+in+2003&sViewer=ac
tx:connect&IsMCountry=[Thailand],[Norway]
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sWindow
Indicates whether the
target report will open in
sWindow
Example:
http://<servername>:<port>/OpenDocument/opendoc/<platformSpe
cific>?sType=wid&sDocName=SalesReport&iDocID=2010&sWindow=New
the current browser window or whether a new
window will be launched.
Contextual report linking
No
ValuesMandatory?DescriptionSyntax
•
Same (current browser
window)
•
New (new browser
window is launched)
The openDocument feature allows you to create contextual links between
Crystal reports, OLAP Intelligence reports and Web Intelligence documents.
To do this, you construct a URL using the openDocument syntax and then
insert the URL into a Crystal report, OLAP Intelligence report or Web
Intelligence document.
Contextual report linking allows report designers to specify associations for
documents residing in either a Crystal Reports environment (unmanaged)
or a BusinessObjects Enterprise environment (managed). Once these
associations are created, users follow the resulting navigational paths
embedded in the linked documents.
This feature enables you to invoke Business Objects and Web Intelligence
documents from Crystal Reports and vice versa. This feature relies on
functionality that allows the user to do the following:
• Link Web Intelligence or Business Objects documents within the document
domain.
• Link report objects in Crystal Reports.
Click the appropriate link to jump to that section:
88 BusinessObjects Dashboard Builder User Guide
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Linking from goal, universe query and metric-based analytics
•
To insert a link into a Crystal report on page 89
•
To create a link to another report or document from an OLAP Intelligence
report on page 89
•
Creating links in Web Intelligence documents on page 90
To insert a link into a Crystal report
You can use openDocument to create hyperlinks in Crystal Reports. To
create a link to another report or document, use the Hyperlink Tab of the
field Format Editor.
1. Open the source report in Crystal Reports.
2. Right-click the field in which you want to insert the openDocument link
and select Format from the shortcut menu.
3. In the Format Editor, select the Hyperlink tab.
4. Select A website on the Internet.
5. In the “Hyperlink information? area, leave the Website Address field
empty and click the Format Formula Editor button.
6. Enter the openDocument link in the following format:
"http://[openDocument parameters]"+{Article_lookup.Fami
ly_name}
3
Where [openDocument parameters] are described in openDocument
parameter overview on page 70, and the {Article_lookup.Family_name}
enables the report to pass context-dependent data.
Note:
Test your link in a browser window before inserting it into a report or
document.
7. Click Save and Close to leave the Formula Workshop.
8. Click OK in the Formula Editor to save the link.
To create a link to another report or document from an OLAP Intelligence report
You can use openDocument to create hyperlinks in OLAP Intelligence reports.
1. Open the source report in the OLAP Intelligence designer.
2. On the Tools menu, select Action Manager .
3. Click New to create a new action.
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Linking from goal, universe query and metric-based analytics
4. Enter an action name.
5. Select the area to which the action (the link) will apply.
6. Enter the openDocument link using the parameters and syntax described
in this document.
Tip:
Test your link in a browser window before inserting it into a report or
document.
7. Click OK to save the link.
8. Close the Action Manager dialog box.
9. Create an Analysis Button on the source report.
10. Right-click the Analysis Button.
11. In the drop-down menu, select Properties and then Edit .
12. Select Launch an action .
13. Select the action that corresponds to the openDocument link created in
steps 3 through 6.
14. Click OK .
Creating links in Web Intelligence documents
You can define objects in a universe that allow Web Intelligence and
BusinessObjects users to create reports whose returned values include links
to other reports and documents.
When these reports are exported to the repository, users can click returned
values displayed as hyperlinks to open another related document stored in
the document domain of the repository.You create these links using the
openDocument function in the definition of an object in Designer.
More information
For full information on creating links in Web Intelligence reports, see the
Building Reports Using the WebIntelligence Java Report Panel guide.
You enable report linking in a universe by creating an object (the link object)
whose returned values are the same as the values used as input to a prompt
in an existing report (the target report).
90 BusinessObjects Dashboard Builder User Guide
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The openDocument function allows the values for the link object to be
returned as hyperlinks. When the user clicks the hyperlink, its value is used
as the prompt input for the target report.
You can create documents using the link object as you would with any other
object. Users can then click the hyperlinks to access more detailed documents
related to the link object.
To create a link object, use the openDocument function in the object’s Select
statement. The Select statement for a link object follows this order:
'<a href="http://<servername>:<port>/OpenDocument/<platformSpe
cific>?sDocName=<document name>&sType=<document type>&iDo
cID=<document id>&lsS<prompt message>='+object SELECT+'">'+ob
ject SELECT+'</a>'
The concatenation operator (+) applies for Microsoft Access databases. Use
the operator appropriate to your target RDBMS.
For more details on the Select statement, creating link objects, and using
link objects in InfoView, refer to the Designer’s Guide.
3
Sending information to the Viewer analytic in a dashboard using openAnalytic
Using the openAnalytic syntax, you can send information from the following
documents saved on the Central Management Server (CMS) to a Viewer
analytic on a dashboard:
• Web Intelligence reports
• Crystal Reports
• Text analytic
• Desktop Intelligence reports
• Web page analytic
Sample syntax:
<a href='http://[WEB APPLICATION LOCATION]
aa-open-inlist.jsp?url=openAnalytic.jsp?
DocumentName=text+analytic&RepositoryType=C
&RepositoryName=PM&DocumentExt=afd
&DocumentId=AQ74dXHxW59HlHvZivNsypI&mode=full
' target='hiddenFrame'>[LINK NAME IN DASHBOARD]</a>
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Emailing an analytic
The key items in the sample are aa-open-inlist.jsp and target='hid
denframe'.
1. In a text editor, copy and paste the sample syntax.
2. Replace [WEB APPLICATION LOCATION] with the web application
location after http://.
For example: http://<server>:<port>/PerformanceManagement/jsp
3. Enter the correct information after the variables.
4. Replace [LINK NAME IN DASHBOARD] with the name of the link as you
want it to appear.
5. Copy and paste the text in the following location:
• For a Web Intelligence, Crystal Report or Desktop Intelligence report,
copy the text in the cell of the query and then run a report.
• For a Text analytic, go to the edit mode and paste the text in the "Enter
text or HTML to display" text box and select html. Save the analytic
in the public folders.
• For a Web page analytic, go to the edit mode and in the "Content" tab
paste the text in the "Enter the web page URL" text box and click OK.
In the "Layout" tab, select from the "Display as" section A link, so
only the name is visible.
6. In InfoView, go to Dashboards > Create Corporate Dashboard.
7. Enter the title, select a public folder, and click OK.
8. Click Dashboards > Organize Corporate Dashboards, and select your
dashboard.
9. Click Edit Dashboard.
10. From the "Analytic Toolbox", expand the "Corporate Analytics" list to find
your report, and drag it to the dashboard layout.
11. From the "Analytic Toolbox", expand the "New Analytic" list, and drag the
"Viewer" analytic from the list to the dashboard layout.
12. Click Save, then Exit Edit Mode.
Click on any linked item in the report and the destination appears in the
viewer.
Emailing an analytic
You can email analytics to other Dashboard and Analytics users.
92 BusinessObjects Dashboard Builder User Guide
Note:
You cannot email an analytic from a dashboard.
1. Open the analytic, then click Email.
2. From the list, select the format of the email:
• CSV
• HTML
An empty email message appears with the analytic attached.
3. Enter the email address, a message in necessary, and send the email.
Related Topics
• Downloading an analytic on page 93
Downloading an analytic
You can download the following analytics as CSV or HTML:
Using analytics for analysis
Downloading an analytic
HTMLCSVAnalytic
3
XControl Chart
XGoal-based Influencer Detail
XIndividual List
XInfluencer Detail
XInfluencer Gains Chart
XKey Influencers
XMetric Forecaster
XModel Gains Chart
XVariable Profile Box Plot
Related Topics
• Expanded toolbar actions on analytics on page 27
• Emailing an analytic on page 92
BusinessObjects Dashboard Builder User Guide 93
XGauge
XXInteractive Metric Trend
Using analytics for analysis
3
Deleting an analytic from an InfoView folder
Deleting an analytic from an InfoView
folder
You can delete analytics you have saved to corporate or personal folders.
Note:
When you delete an analytic that is referenced by a dashboard, an error
message appears in the dashboard indicating that the document no longer
exists in the system.
1. From InfoView, select the folder that contains the analytic.
2. Select the analytic you want to delete by checking the box next to its
name.
3. Click the delete button in the toolbar.
Saving an analytic to a folder
You can save analytics to "My Folders" or "Public Folder"s in InfoView.
1. With the analytic open, click Save or Save As.
The "Save an Analytic" page appears.
2. In the "Title" field, enter the title of the metric tree.
3. In the "Description" field, enter a description.
The description appears next to the title of the analytic once it is saved
in InfoView. The description is optional.
4. In the "Keywords" field, type keywords useful to search for the document
in InfoView.
This step is optional.
5. Click the drop down arrow next to "Display Mode" and select the file format
you want for the metric tree.
6. Select whether you want the analytic to be refreshed "Manually" or "When
Opened".
7. Choose whether you want to overwrite a previous version of the same
analytic or whether you want to retain the older version.
8. Browse to where you want to save the analytic.
9. Click OK.
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Saving an analytic as a document
The analytic is saved in InfoView.
Saving an analytic as a document
Using the "Download" option in the analytic's edit mode, certain analytics
can be saved in Comma Separated Values (CSV) or an HTML format that
complies with Section 508 of the U.S. disabilities act.
The following analytics can be downloaded:
XControl chart
XGoal-based influencer detail
XInfluencer detail
3
HTML 508CSVAnalytic
XGauge
XXIndividual list
XInfluencer gains chart
XInteractive metric trend
XKey influencers
XMetric forecaster
XModel gains chart
XVariable profile box plot
BusinessObjects Dashboard Builder User Guide 95
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Analytics that can be created in Dashboard Builder
Analytics that can be created in
Dashboard Builder
Dashboard Builder Analytics
Interactive Metric Trend analytic based on goals, metrics and universe queries
Interactive Metric Trend
The Interactive Metric Trend analytic shows trends using lines and bars. You
can use the following types of data:
• a universe query
• a single goal or metric
You use the Interactive Metric Trend analytic with both sliced and
non-sliced metrics. It allows you to view the all value (the global slice)
and the sliced view (if you have the appropriate rights to view individual
slices and the global slice). The Interactive Metric Trend analytic also
allows you to filter individual dimension values. When you add a sliced
metric to the analytic in the metric selection screen, a slice filter is
available.
Related Topics
• Configuring an Interactive Metric Trend analytic using on goals, metrics
and universe queries on page 96
• What is a universe query? on page 38
Configuring an Interactive Metric Trend analytic using on goals, metrics and universe queries
Note:
The user interface for this analytic has been modified to comply with the
Section 508 guidelines.
1. In the Interactive Metric Trend edit panel, select the data you want to
display:
• Performance Data
96 BusinessObjects Dashboard Builder User Guide
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Analytics that can be created in Dashboard Builder
When you select this option, you can select metrics and a default goal
type.
• Top Metrics
Use Top Metrics when you want to focus on a certain number of
metrics based on their rating. When you select the option, you need
to specify the top X amount of metrics. If necessary, assign a variant
level and type. For example, you can choose to have the top 5 metrics
having an increase in absolute value.
• Sets Data
If you have Set Analysis installed, then you can select Sets Data, and
choose either Single Set or a cross set type to refine the data.
• Goals Only
Use this option If you only want to list goal trends.
• Universe Query
Select this option to define a query on a universe.
3
2. To specify a color for a metric, select it in the metric list and click Color.
The color box appears.
3. To include slices for a metric, select the metric, then click Slices.
Note:
The global value of the dimension associated to the metric is displayed
instead of a slice, if the individual slices do not have security rights
associated to them for specific users.
4. To define a time window, select one of the following options and specify
the dates or periods:
• All
• Between
• From
• Until
• Last Period
5. Select a slice, then click OK.
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Analytics that can be created in Dashboard Builder
Note:
If you do not have access to the selected slice, the following message
appears when you try to view the analytic: "You do not have access to
this metric."
6. Optionally, configure links to other analytics.
7. Set the graph and legend properties.
8. Customize the columns and tooltips.
Related Topics
• What is a universe query? on page 38
• Interactive Metric Trend on page 96
• Defining a universe query for an analytic on page 39
• Linking the Interactive Metric Trend analytic to other analytics or
documents on page 98
• Graph and legend properties for Interactive Metric Trend analytics on
page 100
• Customizing columns in Interactive Metric Trend and Metric List analytics
on page 141
• Interactive Metric Trend analytic formats on page 99
• Customizing the tooltip in the Gauge, Interactive Metric Trend and Metric
List analytics on page 141
Linking the Interactive Metric Trend analytic to other analytics or documents
You use a link to drill from a data point to a detailed report. You can pass
the period (begin and end date) as you click a data point on the Interactive
Metric Trend analytic.
1. In the analytic's edit panel, expand Navigation and Legend Options.
2. The next step depends on what type of analytic or document you want
to link to:
• If you want to link to a metric tree select Provide Link To Metric Tree.
• If you want to link the title of the analytic to a single document, click
Browse below "Use Legend/Title as hyperlink to go to" and then
browse to the document ,or click Multiple Links to create links to
more than one document.
• If you want to provide data point navigation, so that users can click on
a metric result and then view a filtered document that shows other
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Analytics that can be created in Dashboard Builder
results for that specific time period, click Browse below "Use data
point as hyperlink to go to" and then browse to the document, or click
Multiple Links to create links to more than one document.
Related Topics
• Using variables for dynamic links to documents on page 50
• Linking analytics and documents on page 47
Interactive Metric Trend analytic formats
You can create Interactive Metric Trend analytics in two formats:
• the Snapshot (SVG Viewer) – this is useful if you want to print the analytic
• the interactive view – this is useful if you want to perform online analysis
of the data displayed on the analytic interactively
Note:
This topic is for Interactive Metric Trend analytics based on metrics, goals
and universe queries.
Configuring the Interactive Metric Trend display modes
• In the analytic's edit panel, expand Display Mode.
3
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Analytics that can be created in Dashboard Builder
DescriptionOption
Hide Selected
Metrics panel
Hide Graph Options Panel
Hide Start
Hide End
Hide Percent
Change
Hide Change
Related Topics
• Linking the Interactive Metric Trend analytic to other analytics or
documents on page 98
• Graph and legend properties for Interactive Metric Trend analytics on
page 100
• Graph options on the Interactive Metric Trend chart on page 105
Click to hide the metrics panel.
The Selected Metrics Panel lists the selected metrics with related data.
Click to hide the graph options panel.
Click to hide the Start column in the trend table.
Click to hide the End column in the trend table.
Click to hide the % Change column in the trend table.
Click to hide the Change column in the trend table.
Graph and legend properties for Interactive Metric Trend analytics
You can set the following graph and legend properties for Interactive Metric
Trend analytics:
• the percentage change you want to show for the selected metrics
• the type of chart you want (for example, lines, bars and so on)
• the title you want to appear on the Interactive Metric Trend
Note:
This topic is for Interactive Metric Trend analytics based on metrics, goals
and universe queries.
100 BusinessObjects Dashboard Builder User Guide
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