Business objects VOYAGER XI 3.1 User Manual

BusinessObjects Voyager User's Guide

BusinessObjects Voyager XI 3.1

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2008-09-16

Introduction to BusinessObjects Voyager 15Chapter 1

About this guide.........................................................................................16

Understanding OLAP 21Chapter 2

OLAP Overview.........................................................................................22

Multi-dimensional data cubes....................................................................22

Hierarchical data........................................................................................24

Getting Started with BusinessObjects Voyager 27Chapter 3

Opening a workspace and analyzing data.................................................28

Some essential terminology.......................................................................28

Create a Voyager workspace....................................................................32

Define a query...........................................................................................34

Add charts and more crosstabs.................................................................35

What is BusinessObjects Voyager?.....................................................16

Who should read this guide?................................................................19

Adding a chart to the page...................................................................35

Adding another crosstab to the page...................................................37

Using Queries to Analyze Cube Data 41Chapter 4

Creating and defining queries to answer your business questions...........42

Defining queries.........................................................................................42

Modifying queries.......................................................................................46

Adding queries...........................................................................................49

Creating complex queries by nesting dimensions.....................................50

BusinessObjects Voyager User's Guide 3

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Linking a component to a different query...................................................52

Deleting queries.........................................................................................53

Queries and visual components explained................................................54

Using Charts to Visualize Data 57Chapter 5

Overview of Voyager charts.......................................................................58

Adding a chart to the analysis window......................................................59

Adding data to a chart................................................................................61

Defining a query using an empty chart component..............................62

Modifying a query in a chart.................................................................63

Chart types................................................................................................63

Bar and column charts.........................................................................65

Multi line charts....................................................................................70

Multi pie charts.....................................................................................71

Scatter charts.......................................................................................72

Other charts..........................................................................................73

To change the chart type......................................................................76

Scrolling through large data sets in charts................................................76

Customizing charts....................................................................................77

Chart name and comments..................................................................79

Chart color palettes..............................................................................79

Chart styles..........................................................................................80

Display font...........................................................................................80

Suppressing null values in charts.........................................................80

Displaying parent members..................................................................81

Displaying visual totals.........................................................................81

Hiding the chart dimension panel.........................................................82

Displaying hierarchical chart labels......................................................82

Hiding the chart legend........................................................................82

Chart axis labels...................................................................................83

Scatter chart and bubble chart measures............................................83

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Pie chart labels.....................................................................................84

Selecting Members to Display in Crosstabs and Charts 85Chapter 6

Overview of member selection..................................................................86

Selecting individual members from a list of all members...........................88

Selecting members by searching..............................................................89

Selecting all members at a particular level in the dimension.....................91

Selecting parent, child, or sibling members...............................................92

Changing the displayed measures............................................................93

Hiding members from view........................................................................93

Setting the slice member...........................................................................94

Deselecting members................................................................................95

Using favorite groups to save sets of members........................................96

To create a favorite group.....................................................................96

To remove a favorite group...................................................................97

Showing only selected members in the Member Selector.........................97

Displaying member names and captions...................................................97

Displaying the parent names of all members............................................98

Sorting, Filtering, and Ranking Data 101Chapter 7

Sorting data columns or rows..................................................................102

To sort data columns or rows in ascending order...............................103

To sort data columns or rows in descending order.............................103

To reverse the sort direction...............................................................103

Sorting within hierarchies...................................................................104

Removing a sort.................................................................................106

Filtering the data in crosstabs and charts................................................106

To apply a new filter............................................................................107

To modify an existing filter..................................................................107

Adding a second filter.........................................................................108

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Removing a filter................................................................................108

Ranking the data in the crosstab.............................................................109

To add a rank......................................................................................110

To modify an existing rank..................................................................110

Adding a second rank.........................................................................111

Removing a rank................................................................................111

Displaying sorts, filters, and ranks applied to the query..........................112

Hidden sorts, filters, and ranks................................................................112

Automatically removed sorts, filters, and ranks.......................................113

Combining a filter and rank......................................................................113

Combining a sort and filter.......................................................................113

Combining a sort and rank......................................................................113

Excluding null values...............................................................................114

To filter out all null rows and columns from a query...........................114

To filter out only null rows or null columns from a query....................114

To remove null suppression................................................................115

Highlighting Exceptions in Data 117Chapter 8

Overview of exception highlighting..........................................................118

Traffic light exception highlighting......................................................119

Shades of red and green exception highlighting................................119

Hot and cold exception highlighting...................................................120

Applying exception highlighting...............................................................121

To apply row and column exception highlighting................................122

To apply global exception highlighting................................................123

To apply traffic light exception highlighting.........................................124

To apply shades of red or green exception highlighting.....................124

To apply hot and cold exception highlighting......................................125

To add a range...................................................................................126

To delete a range................................................................................127

To change the start or end point of a range.......................................127

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To change the highlight color of a range............................................128

To reverse the highlighting colors.......................................................128

Removing exception highlighting.............................................................128

Defining Calculations 131Chapter 9

Overview of calculations..........................................................................132

Visual totals.............................................................................................132

To add the default totals.....................................................................134

To add commonly used visual totals (Aggregate, Sum, Average, and

Count).................................................................................................135

To add other visual totals....................................................................135

Changing to a different visual total.....................................................136

Removing visual totals.......................................................................136

Visual totals on filtered data...............................................................137

Visual totals on axes with nested dimensions....................................137

Visual totals on charts........................................................................138

Basic calculations....................................................................................138

Adding a basic calculation..................................................................139

Custom calculations.................................................................................140

Adding a custom calculation...............................................................143

Mathematical operations....................................................................145

Time-based operations.......................................................................149

Rank calculation.................................................................................152

Exploring Different Views of Your Data 153Chapter 10

Swapping dimensions..............................................................................154

To swap all rows with all columns.......................................................154

To swap two dimensions....................................................................154

Swapping dimensions containing sorts, filters, and ranks..................155

Removing dimensions.............................................................................155

BusinessObjects Voyager User's Guide 7

Contents

Nesting dimensions.................................................................................155

To nest dimensions.............................................................................155

Changing the order of nested dimensions.........................................156

Changing the slice of data.......................................................................157

Drilling down and drilling up.....................................................................157

To expand-drill down a level in a crosstab.........................................158

To expand-drill up a level in a crosstab..............................................159

To expand-drill down a level in a chart...............................................159

To expand-drill up a level in a chart....................................................159

To focus-drill down a level in a crosstab.............................................160

To focus-drill up a level in a crosstab.................................................160

To focus-drill down a level in a chart..................................................160

To focus-drill up a level in a chart.......................................................160

Drilling through to underlying relational data...........................................161

To drill through to relational data........................................................161

The relational table viewer.................................................................162

Exporting drill-through data................................................................162

Copying a component to compare variations in data..............................163

Resizing and moving components...........................................................164

To move or resize a chart or crosstab................................................166

Undo and Redo........................................................................................167

Formatting Crosstab Data 169Chapter 11

Formatting data in the crosstab...............................................................170

Resizing columns.....................................................................................172

Resizing rows..........................................................................................172

Using Pages in the Workspace 175Chapter 12

Working with pages in the workspace.....................................................176

Inserting and deleting pages...................................................................176

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Contents

Modifying page captions..........................................................................177

Navigating to a page in the workspace....................................................178

Saving and Sharing Voyager Workspaces 179Chapter 13

Saving Voyager workspaces...................................................................180

To save a newly created workspace..................................................180

To save your changes as a new workspace.......................................182

To save changes to your existing workspace.....................................182

Automatically saved workspaces.......................................................182

Saving Voyager workspaces for sharing with others..........................183

Sending a Voyager workspace to another user.......................................184

Sending a Voyager workspace to another BusinessObjects Enterprise

user....................................................................................................184

Sending a Voyager workspace to an email recipient.........................185

Opening an existing Voyager workspace................................................186

Using openDocument to share workspaces............................................187

Chapter 14

Exporting Data to Microsoft Excel or Comma-Separated-Values (.csv) Files 189

Exporting data from Voyager to Excel.....................................................190

Exporting data from Voyager to comma-separated-values (.csv) files.....190

Linking to reports 193Chapter 15

To create a link to a report.......................................................................194

To view a linked report.............................................................................195

To delete a link to a report.......................................................................195

Reports available for linking....................................................................195

Printing 197Chapter 16

Printing Voyager workspaces..................................................................198

BusinessObjects Voyager User's Guide 9

Contents

Print raw data...........................................................................................199

Print a crosstab as it appears on the screen...........................................200

Print a chart as it appears on the screen.................................................201

Print options.............................................................................................202

Chapter 17

Using Voyager with Microsoft SQL Server 2005 and 2008 Analysis Services 205

Overview of Microsoft SQL Server 2005 and 2008 Analysis Services.....206

Using Analysis Services 2005 and 2008 hierarchies in Voyager.............208

Using Voyager with SAP 209Chapter 18

Logging on to SAP...................................................................................210

Member Selector with SAP data........................................................211

Using variables........................................................................................211

Mandatory and optional variables......................................................212

Variable types.....................................................................................214

More about variables..........................................................................219

Free characteristics.................................................................................220

Key figures and formatted values............................................................220

Formatting with no key figures...........................................................221

Display attributes.....................................................................................221

Compounded characteristics...................................................................221

Mutually exclusive hierarchies.................................................................222

Unbalanced and ragged hierarchies........................................................222

SAP display attributes..............................................................................223

Using Voyager with Oracle Hyperion Essbase Data Sources 225Chapter 19

Overview of Oracle Hyperion Essbase features support in Voyager.......226

Attribute dimensions................................................................................227

Using attribute dimensions to filter data.............................................228

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Contents

Attribute Calculations dimension........................................................230

Dynamic Time Series...............................................................................231

Creating a calculation that returns a period-to-date value.................232

Alias tables..............................................................................................232

Setting the active alias table...............................................................233

Searching for members by their aliases.............................................234

User Interface Reference 235Chapter 20

Workspace reference...............................................................................236

Analysis window reference......................................................................237

Tab panel reference.................................................................................238

Data tab..............................................................................................238

Structure tab.......................................................................................247

Properties tab.....................................................................................249

Toolbar reference.....................................................................................252

Toolbar overview................................................................................252

View tab panel button.........................................................................253

Save button........................................................................................253

Export button......................................................................................254

Print button.........................................................................................254

Undo button........................................................................................255

Redo button........................................................................................256

Copy button........................................................................................256

Paste button.......................................................................................256

Delete button......................................................................................257

Calculation button...............................................................................257

Sort button..........................................................................................258

Rank button........................................................................................260

Filter button........................................................................................260

Exception Highlighting button.............................................................261

Measure Formatting button................................................................261

BusinessObjects Voyager User's Guide 11

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Display Member Settings button........................................................262

Swap Axis button................................................................................262

Visual Totals button............................................................................262

Insert Crosstab button........................................................................263

Chart buttons......................................................................................263

Help button.........................................................................................265

Crosstab component reference...............................................................265

Understanding the crosstab...............................................................267

Crosstab title bar................................................................................269

Crosstab dimension panel..................................................................270

Crosstab grid......................................................................................272

Crosstab buttons................................................................................274

Crosstab display options....................................................................275

Crosstab tooltips.................................................................................278

Chart component reference.....................................................................279

Chart dimension panel.......................................................................280

Chart range slider...............................................................................283

Chart title bar......................................................................................285

Chart graphic......................................................................................285

Chart display options..........................................................................287

Member Selector reference.....................................................................296

Member Selector member tree...........................................................297

Member Selector toolbar....................................................................298

Rank Editor dialog box.............................................................................303

Filter Editor dialog box.............................................................................304

Set Variables dialog box (SAP only)........................................................305

Connecting to OLAP data sources 307Chapter 21

OLAP data connections...........................................................................308

Adding an OLAP cube connection to a workspace.................................309

To add a data source connection to a workspace..............................309

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Viewing OLAP data in the workspace................................................309

Changing to a different OLAP cube connection......................................310

Removing an OLAP cube connection from a workspace........................311

Re-establishing a disabled connection....................................................312

Defining a default connection..................................................................313

Get More Help 315Appendix A

Index 319

BusinessObjects Voyager User's Guide 13

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14 BusinessObjects Voyager User's Guide

Introduction to BusinessObjects Voyager

About this guide

This guide describes how to analyze your business data in BusinessObjects Voyager. It is intended for business analysts.

This guide provides you with information and procedures for the following tasks:

• Analyzing OLAP data.

• Using BusinessObjects Enterprise to save your Voyager workspaces for

other members of your organization to view over the Web.

• Printing and exporting your workspaces.

What is BusinessObjects Voyager?

Voyager is a powerful, web-based OLAP analysis tool that can help you to gain insight into business data and make intelligent decisions that impact corporate performance.

OLAP data is displayed in the Voyager analysis window with crosstabs and charts. You create a workspace, add crosstab and chart objects to the analysis window, connect those objects to OLAP data sources, and then interactively define queries to explore your data.

Voyager is intuitive and easy to use, while providing unique analysis capabilities, including the ability to simultaneously view data from different cubes and providers. For example, you can view sales data from a Microsoft Analysis Services cube on the same page as finance data from an Oracle Hyperion Essbase cube.

Voyager is accessed from BusinessObjects InfoView in a web browser. All you need is a connection to a BusinessObjects Enterprise system that has Voyager installed. You do not need to install Voyager on your local machine.

For a list of the supported data sources, please see the Voyager Administrator's Guide.

Note:

SAP BW connectivity is available as a separate add-on to Voyager. Please contact Business Objects for further details.

16 BusinessObjects Voyager User's Guide

Introduction to BusinessObjects Voyager

About this guide

This is a typical Voyager page, containing a crosstab and a chart:

The crosstab and chart are connected to the cube they represent. With the controls on the crosstab, users can reorient the crosstab, swap dimensions, and "slice and dice" the data to get answers to business problems.

Voyager integration with BusinessObjects Enterprise

Voyager works within the InfoView portal of BusinessObjects Enterprise, and Voyager workspaces can be managed from within the BusinessObjects Enterprise Central Management Console.

• Anyone with web access and the appropriate permissions in

BusinessObjects Enterprise can access Voyager.

• Voyager workspaces can be published to the Web with BusinessObjects

Enterprise.

BusinessObjects Voyager User's Guide 17

Introduction to BusinessObjects Voyager

About this guide

Publishing Voyager workspaces to the Web

BusinessObjects Enterprise has a multi-tier server architecture that enables you to distribute Voyager workspaces to a large number of users, across and beyond your organization, over the Web.

By publishing workspaces to the Web, you make your analyses accessible to everyone in your organization.

About the documentation set

The documentation set for Voyager comprises these guides and online help products:

Voyager Administrator's Guide

This guide contains detailed information that is useful to a system administrator when installing, configuring, and administering Voyager.

Voyager User's Guide

This guide contains the conceptual information, procedures, and reference material required to use Voyager.

Voyager Online Help

The online help contains the same information as the User's Guide. It is available from various Help buttons in the Voyager interface, including the application toolbar.

Getting started

To get started working with Voyager workspaces and analyzing data, see

Opening a workspace and analyzing data on page 28.

18 BusinessObjects Voyager User's Guide

Who should read this guide?

The Voyager documentation system is tailored to the specific needs of the user. This User's Guide is intended for data analysts who will use Voyager to work with OLAP data.

Introduction to BusinessObjects Voyager

About this guide

BusinessObjects Voyager User's Guide 19

Introduction to BusinessObjects Voyager

About this guide

20 BusinessObjects Voyager User's Guide

Understanding OLAP

OLAP Overview

Relational databases store data as individual records. Each record may contain a number of fields, but all these fields relate to just one record. For example, a Product record might have a number of fields containing information about that Product, such as sales transactions to different customers in different regions.

Online Transaction Processing (OLTP) applications are used to query this information and keep it up to date. OLTP is designed to enable a large number of users to update and retrieve comparatively small numbers of individual records quickly.

Although relational databases hold data in a one-dimensional format—one record at a time—business problems are usually multi-dimensional. A typical requirement would be to analyze Sales by Product by Region, for example. If this were to give a clear picture of the business, it would involve summarizing and analyzing a large number of different records. Using traditional OLTP applications for decision support therefore involves retrieving thousands of records and summarizing them on the fly to build database tables. This is not what OLTP applications were designed to do, and operations of this sort on a large database can take hours and even days of processing time to complete.

Online Analytical Processing (OLAP) applications are designed from the start with online data analysis in mind. To reduce processing time to the minimum, database data is summarized and pre-consolidated into matrix table format. Because these tables usually have three (or more) dimensions, they are referred to as data "cubes". If a relational database can read about 200 records a second and write 20, a good OLAP server, using row and column arithmetic, can consolidate 20,000 to 30,000 cells (equivalent to relational records) a second. This, the much smaller storage space OLAP data requires, and faster access due to more efficient indexing, are the keys to OLAP reporting speed, which is two or three orders of magnitude faster than relational technology.

Multi-dimensional data cubes

To understand multi-dimensional data, first think of a spreadsheet showing how different products are selling in different markets:

22 BusinessObjects Voyager User's Guide

Understanding OLAP

Multi-dimensional data cubes

This spreadsheet shows sales for each Product within each Region. This data has two dimensions: Product (shown in the rows), and Region (shown in the columns). Also, each dimension comprises several members; in this example, members of the Region dimension include USA, Canada, and the UK.

A spreadsheet like this is of limited use as it only shows sales performance at one point in time. To track performance for different Time periods, business analysts would need to stack up several spreadsheets, one for each time period, like this:

Together, these spreadsheets show a third dimension, Time, to add to the first two (Product and Region).

Another way of representing these stacked-up data cells is in the form of a cube:

BusinessObjects Voyager User's Guide 23

Understanding OLAP

Hierarchical data

We call this the "data cube".

The data cube allows analysts to slice data in different ways in order to get answers to different business questions, such as:

• How are our products selling in each region (view Product by Region, as

before)?

• How do our products sell at different times of the year in each market

(Product by Region by Time)?

• How do our products sell at different times of the year (view Product by

Time)?

This example has only three dimensions. OLAP applications can handle many more than three.

A fourth dimension might allow analysts to slice up the data by Customer, for example.

This is harder to picture than three dimensions, but it works in the same way; with another dimension, there are more possible ways of slicing the cube, to provide answers to questions such as 'Which UK customer buys the most (or least) of a certain product at Christmas?'

Hierarchical data

OLAP also allows analysts to organize each one of the data dimensions into a hierarchy of sub-groups and totals to reflect the organization of their business.

24 BusinessObjects Voyager User's Guide

Understanding OLAP

Hierarchical data

For example, the staff of a toy shop might want to store figures for groups of products and all products, as well as for individual products, like this:

OLAP allows analysts to view data for All Toys at the top level, then drill-down to lower and lower levels of detail, so that they can discover the precise source of a particular performance variation in their data.

By allowing analysts to use several dimensions in their data cube, with the possibility of a hierarchy in each dimension, OLAP reflects the way they picture their business, and is not constrained by the structure of information storage.

Through OLAP, analysts can gain a better understanding of their business by viewing, comparing and working with information in ways simply not possible before.

BusinessObjects Voyager User's Guide 25

Understanding OLAP

Hierarchical data

26 BusinessObjects Voyager User's Guide

Getting Started with BusinessObjects Voyager

Opening a workspace and analyzing data

To begin using Voyager to work with your OLAP data, you will need to do the following:

•

Create a Voyager workspace on page 32

•

Define a query on page 34

•

Add charts and more crosstabs on page 35

Or, if you want to open an existing workspace, see Opening an existing

Voyager workspace on page 186.

You may also want to read a few brief definitions of some terms that are used throughout this guide.

•

Some essential terminology on page 28

Some essential terminology

Before you read any further in the documentation, it would be useful to understand some basic OLAP and Voyager terminology. See Understanding

OLAP on page 21 for an overview of generic OLAP concepts and terminology.

28 BusinessObjects Voyager User's Guide

Getting Started with BusinessObjects Voyager

Some essential terminology

1. Application toolbar

2. Tab panel

3. Metadata explorer

4. Analysis window

Voyager terms

A Voyager data-analysis document.workspace

The main Voyager window, containing your crosstab and chart components.

analysis window

For more information about the analysis window, see

Workspace reference on page 236.

BusinessObjects Voyager User's Guide 29

Getting Started with BusinessObjects Voyager

Some essential terminology

crosstab component

chart component

tab panel

A two-dimensional table object that you drag into the analysis window to begin analyzing your data.

For more information about crosstabs, see Crosstab

component reference on page 265.

A bar, line, or other type of chart object that you drag into the analysis window to visualize your data.

For more information about charts, see Chart component

reference on page 279.

The panel containing the Data, Structure, and Properties tabs.

For more information about the tab panel and tabs, see

Tab panel reference on page 238.

The area within the Data tab that displays cube dimensions

metadata explorer

dimension

fact dimension

30 BusinessObjects Voyager User's Guide

and members in a tree structure, indented to show parentchild relationships.

For more information about the metadata explorer, see

Data tab metadata explorer on page 242.

A collection of related data members. The members can be organized in a hierarchical structure (for example in a Geography dimension) or a flat structure (for example in a Measures dimension).

For more information about how dimensions model business scenarios, and how dimensions are represented in Voyager, see Understanding OLAP on page 21 and Data

tab on page 238.

A dimension that represents a characteristic of the data and not the data itself. For example, Customers or Products could be fact dimensions.

Getting Started with BusinessObjects Voyager

Some essential terminology

measures dimension

member

Member Selector

slice

A dimension that represents the actual data; that is, the numbers. For example, Accounts could be a measures dimension.

A base unit of data, representing an entity in a multi-dimensional OLAP database. A member can have parent and child members.

The Voyager control that you use to select members for displaying in your crosstabs and charts.

For more information about the Member Selector, see

Member Selector reference on page 296.

A two-dimensional view of a multi-dimensional cube. For example, if your data cube contains the three dimensions Product, Market, and Year, and you want to analyze how your products performed in all markets in the year 2006, you would select only 2006 data from the Year dimension. The selected data would then be a two-dimensional slice.

For more information about slices, see Multi-dimensional

data cubes on page 22 and Queries and visual components explained on page 54.

query

A specific view of data from the OLAP cube that you want to analyze.

For more information about queries, see Queries and visual

components explained on page 54.

BusinessObjects Voyager User's Guide 31

Getting Started with BusinessObjects Voyager

Create a Voyager workspace

axis

connection

Any of the three spatial axes on a Voyager crosstab or chart component. For example, a Voyager crosstab appears as a two-dimensional table, similar to an Excel spreadsheet. The crosstab has two "view" axes, similar to Excel's vertical and horizontal axes. The two view axes are called the row axis and column axis. In addition, by visualizing the two-dimensional object as being a "slice" of a three-dimensional object, and allowing the position of the slice to change, you can think of a third axis as being perpendicular to the screen. This is the slice axis.

Therefore, a Voyager crosstab axis is any one of those three spatial axes.

When you define queries to analyze your data, you drag data dimensions or members onto those axes.

A connection to an OLAP data source or "cube." Typically, cubes are located on remote servers. When you add a connection to your workspace, the connection provides all the information required for your workspace to access the data in that cube.

For more information about connections, see Connecting

to OLAP data sources on page 307.

Create a Voyager workspace

Voyager workspaces provide an intuitive interface for viewing and studying data cubes.

A Voyager workspace is an interactive document that allows you to connect to and analyze OLAP data. The data is visualized in crosstab and chart components that you add to the pages in the workspace. You can add up to four components per page, and there is no limit to the number of pages.

For more information about workspaces, see Workspace reference on page 236.

32 BusinessObjects Voyager User's Guide

To create a Voyager workspace

1. Start InfoView and log on.

For information about logging on to InfoView, see the BusinessObjects Enterprise InfoView User's Guide.

2. In InfoView, click Document List.

3. Then click New > Voyager Workspace.

A workspace is created for you, containing an empty crosstab and an undefined query. The Choose Connection dialog box is also displayed.

Note:

• If your system administrator has not granted you sufficient rights,

“Voyager Workspace” does not appear in the New menu. For more information about rights and access levels, see the Voyager Administrator's Guide.

• If you have selected a default connection in the "Voyager Client"

section of the "Preferences" page in InfoView, your new workspace opens with that default connection already added to the workspace. The Choose Connection dialog box is not shown.

Getting Started with BusinessObjects Voyager

Create a Voyager workspace

4. Click a connection in the list, and then click OK to add it to your

workspace.

Alternatively, you can double-click the desired connection to add it to your workspace.

Note:

Voyager includes a set of sample cubes that you can use to explore the many analysis features Voyager provides. Your system administrator can install these sample cubes and create connections for them so that you can add them to your workspaces. For more information, see "Installing sample data cubes" in the BusinessObjects Voyager Administrator's Guide.

5. If the connection requires authentication, type your credentials in the

Logon dialog box and click OK.

If authentication succeeds, the connection appears in the active connections list at the top of the Data tab, and the metadata explorer displays the data objects contained in the data source.

BusinessObjects Voyager User's Guide 33

Getting Started with BusinessObjects Voyager

Define a query

If authentication fails, first verify that you entered your credentials correctly. If authentication continues to fail, see your system administrator. Your credentials may not be set up properly in the Central Management Console, or the OLAP server may be offline.

Related Topics

• Define a query on page 34

• Add charts and more crosstabs on page 35

Define a query

Once you have added a connection, you can define a query and begin working with your data in the analysis window. For information on queries and how to define them, see Creating and defining queries to answer your

business questions on page 42.

After you define a basic query, you can add charts and more crosstabs, and manipulate your data using operations such as sorting, filtering, exception highlighting, and calculations. For more information about those and other Voyager features, see the relevant sections of this User's Guide.

34 BusinessObjects Voyager User's Guide

Getting Started with BusinessObjects Voyager

Related Topics

• Create a Voyager workspace on page 32

• Add charts and more crosstabs on page 35

Add charts and more crosstabs

When you create a new workspace, Voyager automatically adds an empty crosstab component to each page and creates an undefined query linked to each crosstab. You can add charts and more crosstabs, up to a maximum of four components per page.

For detailed information about charts and crosstabs, see Overview of Voyager

charts on page 58, Chart component reference on page 279, and Crosstab component reference on page 265.

Adding a chart to the page

Once you've created a workspace and defined a query on the crosstab, you can add a chart simply by clicking a button on the application toolbar.

Add charts and more crosstabs

To add a chart to a page

• Click one of the chart buttons on the application toolbar.

Note:

Some of the chart buttons represent families of charts. You can click the button to add the default chart type from that family to the page, or click the arrow beside the button to select from the available chart types within that family.

•

Column chart family

Multi line chart

Multi pie chart

Bar chart family

Scatter chart

Other charts

BusinessObjects Voyager User's Guide 35

Getting Started with BusinessObjects Voyager

Add charts and more crosstabs

The chart is added to the page, below or to the right of existing components. Existing components are resized automatically to accommodate the added component.

Alternatively, you can drag a chart from the application toolbar into the analysis window, to the position you select. The drop location is highlighted as you move the mouse cursor in the analysis window.

Note:

If you drag a chart family button to the analysis window, the default type from that chart family is added to the analysis window. You can change the chart type later if you wish.

36 BusinessObjects Voyager User's Guide

Getting Started with BusinessObjects Voyager

To enlarge the view of a component when there are multiple components on a page, you can maximize and restore the component using the Maximize/Restore button in the component's title bar.

Related Topics

• Resizing and moving components on page 164

• Linking a component to a different query on page 52

To delete a component from the page

Click the Delete button on the right side of the component's title bar.

Alternatively, you can select a component and click Delete in the

application toolbar, or press Del.

2. Click Yes in the confirmation dialog box to delete the component.

Adding another crosstab to the page

Add charts and more crosstabs

You can add a second crosstab if you want to explore a different view of your data, or if you want to compare data from two separate data sources. If you add a second new crosstab to the page, Voyager creates an undefined query and links the second crosstab to it. You can then define a different cube view with the new query. Or, you can copy the first crosstab and make changes to the copy.

BusinessObjects Voyager User's Guide 37

Getting Started with BusinessObjects Voyager

Add charts and more crosstabs

If you add a second chart to the page, the new chart is automatically linked to the most recent query: the second query. You can then compare two cube views, each with a crosstab and chart, on a single page.

To enlarge the view of a component when there are multiple components on a page, you can maximize and restore the component using the Maximize/Restore button in the component's title bar.

Related Topics

• Resizing and moving components on page 164

• Copying a component to compare variations in data on page 163

• Linking a component to a different query on page 52

38 BusinessObjects Voyager User's Guide

To add a crosstab to a page

Getting Started with BusinessObjects Voyager

Add charts and more crosstabs

•

Related Topics

• Create a Voyager workspace on page 32

• Define a query on page 34

Click the Crosstab button on the application toolbar.

The crosstab is added to the page, below or to the right of existing components.

Alternatively, you can drag a crosstab from the application toolbar into the analysis window, to the position you select. The drop location is highlighted as you move the mouse cursor in the analysis window.

BusinessObjects Voyager User's Guide 39

Getting Started with BusinessObjects Voyager

Add charts and more crosstabs

40 BusinessObjects Voyager User's Guide

Using Queries to Analyze Cube Data

Creating and defining queries to answer your business questions

To get answers to your business questions in Voyager, you define queries and view the results of your queries in crosstabs and charts.

•

Defining queries on page 42

•

Modifying queries on page 46

•

Adding queries on page 49

•

Creating complex queries by nesting dimensions on page 50

•

Linking a component to a different query on page 52

•

Deleting queries on page 53

•

Queries and visual components explained on page 54

Defining queries

You define queries by populating a crosstab with data. Start by choosing dimensions or members to add to the crosstab's row, column, and slice axes. Then you can expand and refine the query using the many analysis tools that Voyager provides.

You can also define queries using a chart component if you prefer. For details, see Adding data to a chart on page 61.

For more information on using the crosstab and chart, see Queries and visual

components explained on page 54, Crosstab component reference on page

265 and Chart component reference on page 279.

To define a new query

1. On the Data tab, locate the dimension or members that you want to add

to the first axis in your crosstab.

42 BusinessObjects Voyager User's Guide

Using Queries to Analyze Cube Data

Defining queries

For more information on the Data tab and how it displays dimensions and members, see Data tab on page 238.

2. Click the dimension or members to select or deselect them.

• Click a member to select it; click the member again to deselect it.

• To select or deselect a range of members, hold down the Shift key

as you click members.

• You do not need to hold down the Ctrl key to select multiple individual

members.

3. When you have selected the dimension or members that you want to

place on the first axis, drag them from the Data tab to the appropriate drop zone in the crosstab:

• To add the selected items to the crosstab's rows, drag them to the

"Drop Row" area.

BusinessObjects Voyager User's Guide 43

Using Queries to Analyze Cube Data

Defining queries

• To add the selected items to the crosstab's columns, drag them to the

"Drop Column" area.

• To add the selected items to the crosstab's slice, drag them to the

"Drop Slice" area.

• If you are placing members of a measures dimension onto a crosstab,

you can also drag them to the cell drop zone; the main grid of the crosstab component.

44 BusinessObjects Voyager User's Guide

Using Queries to Analyze Cube Data

Defining queries

You can also use the buttons above the metadata explorer on the Data tab to populate your crosstab. First, select a component in the analysis window, and then click one of these buttons to add the members to the crosstab:

•

4. Repeat step 3 for the other crosstab axes.

When you have added dimensions or members to the view axes (rows and columns), Voyager validates your query and displays the requested data.

Click Add to Rows to add the selected dimension or members

to the rows on the crosstab.

Click Add to Columns to add the selected dimension or members

to the columns on the crosstab.

Click Add to Slice to add the selected dimension or members

to the slice axis.

Note:

• You cannot add members from the same dimension to two axes.

• When you place a dimension on an axis, the dimension's default

member is automatically selected. The default member for a dimension can be specified on the cube server, depending on your OLAP provider.

BusinessObjects Voyager User's Guide 45

Using Queries to Analyze Cube Data

Modifying queries

Otherwise, the default member is the first top-level member of the dimension.

•

of fact dimensions to the two view axes, leaving the slice axis empty, Voyager automatically adds the default member of the measures dimension to the query and populates the crosstab with data. The selected measure is displayed in the crosstab's title bar. You can change to a different measure by clicking the Member Selector button on the title bar.

• With SAP BW data sources, hierarchies that belong to the same

dimension are mutually exclusive. For example, consider an SAP BW cube that contains a dimension Customer that contains three hierarchies: Country_1, Country_2, and Country_3. Only one of these hierarchies can be included in a single crosstab or chart query. You cannot specify Country_1 on the row axis and Country_3 on the slice axis in the same query.

Related Topics

• Modifying queries on page 46

• Adding queries on page 49

• Creating complex queries by nesting dimensions on page 50

• Linking a component to a different query on page 52

• Deleting queries on page 53

• Queries and visual components explained on page 54

If you add fact dimensions (non-measures dimensions) or members

Modifying queries

You can modify a query in several ways:

• Open the Member Selector and select different members for the crosstab

or chart. For information on selecting members, see Selecting Members

to Display in Crosstabs and Charts on page 85, and Member Selector reference on page 296.

• Apply functions from the Voyager application toolbar. For information on

using the toolbar, see Toolbar reference on page 252.

•

Drill up or down on members. For information on drilling, see Drilling down

and drilling up on page 157.

• Drag new dimensions or members from the same connection onto the

crosstab's or chart's drop zones, or drag dimensions between axes, or drag dimensions off the component.

46 BusinessObjects Voyager User's Guide

Using Queries to Analyze Cube Data

Modifying queries

To modify a query by dragging new metadata onto the crosstab or chart

1. On the Data tab, locate the dimension or members that you want to add

to the first axis in your crosstab or chart.

For more information on the Data tab and how it displays dimensions and members, see Data tab on page 238.

2. Click the dimension or members to select or deselect them.

• Click a member to select it; click the member again to deselect it.

• To select or deselect a range of members, hold down the Shift key

as you click members.

• You do not need to hold down the Ctrl key to select multiple individual

members.

3. When you have selected the dimension or members that you want to

place on the first axis, drag them from the Data tab to the appropriate drop zone in the crosstab or chart.

You can choose to replace the existing members with the selected members, or add the selected members to the existing members.

To replace existing members in the crosstab or chart with the selected members on the Data tab, drag the selected members to the center drop zone; the existing dimension is highlighted. When you release the mouse button, the selected members replace the existing members in the crosstab or chart.

BusinessObjects Voyager User's Guide 47

Using Queries to Analyze Cube Data

Modifying queries

To add the selected members to existing members in the crosstab, drag the selected members to the left or right drop zone; the left or right drop zone is highlighted. When you release the mouse button, the selected members are "nested" beside the existing members. This technique is used to create complex queries. For more information, see Creating

complex queries by nesting dimensions on page 50.

You can also use the buttons above the metadata explorer area on the Data tab to populate your crosstab. First, select a component in the analysis window, and then click one of these buttons to add the members to the crosstab:

•

48 BusinessObjects Voyager User's Guide

Click Add to Rows to add the selected dimension or members

to the row axis on the crosstab.

Click Add to Columns to add the selected dimension or members

to the column axis on the crosstab.

Using Queries to Analyze Cube Data

Adding queries

•

4. Repeat step 3 for the other crosstab or chart axes.

When you have added dimensions or members to the crosstab or chart axes, Voyager validates your query and displays the requested data.

Note:

• You cannot add members from the same dimension to two axes.

• When you place a dimension on a row, column, or slice axis, the

Related Topics

• Defining queries on page 42

• Adding queries on page 49

• Creating complex queries by nesting dimensions on page 50

• Linking a component to a different query on page 52

• Deleting queries on page 53

• Queries and visual components explained on page 54

Click Add to Slice to add the selected dimension or members

to the slice axis.

dimension's default member is automatically selected. With Microsoft Analysis Services, the dimension's default member can be set on the OLAP server. For other OLAP providers, the default member is the first member on the top level of the dimension.

Adding queries

Voyager automatically adds an empty crosstab to each new page, and creates an undefined query for each crosstab. You define those queries by dragging dimensions and members onto crosstabs or charts.

If you want two or more different views of your data on the same page, you can manually add multiple queries to your page with the Add Query button.

Note:

Voyager also creates a new undefined query when you manually add a new crosstab to a page.

BusinessObjects Voyager User's Guide 49

Using Queries to Analyze Cube Data

Creating complex queries by nesting dimensions

To manually add a query to a page

•

Related Topics

• Defining queries on page 42

• Modifying queries on page 46

• Creating complex queries by nesting dimensions on page 50

• Linking a component to a different query on page 52

• Deleting queries on page 53

• Queries and visual components explained on page 54

On the Structure tab, click Add Query to add a query to the current

page.

The new query appears on the Structure tab, with an automatically assigned name.

Creating complex queries by nesting dimensions

Although OLAP cubes can contain many dimensions, the Voyager crosstab and chart components have only three axes. When you want to include data from more than three dimensions in your queries, you nest dimensions.

Nesting dimensions means placing two or more dimensions on the same axis. For example, you may want to view data for different sizes of stores, in different cities, against the products the stores sell. You could nest the Stores and Cities dimensions on one axis.

To nest dimensions

1. In the metadata explorer, locate the dimension or members that you want

to nest with an existing dimension on the crosstab

For more information on the metadata explorer and how it displays dimensions and members, see Data tab metadata explorer on page 242.

2. Click the dimension or members to select or deselect them.

• Click a member to select it; click the member again to deselect it.

50 BusinessObjects Voyager User's Guide

Using Queries to Analyze Cube Data

Creating complex queries by nesting dimensions

• To select or deselect a range of members, hold down the Shift key

as you click members.

• You do not need to hold down the Ctrl key to select multiple individual

members.

3. When you have selected the dimension or members that you want to

nest, drag them from the Data tab to the left or right drop zone.

When you release the mouse button, the selected members are "nested" with the existing members.

4. Repeat these steps to nest members on another axis.

BusinessObjects Voyager User's Guide 51

Using Queries to Analyze Cube Data

Linking a component to a different query

Note:

• You cannot add members from the same dimension to two axes.

• When you place a dimension on a row, column, or slice axis, the

Related Topics

• Defining queries on page 42

• Modifying queries on page 46

• Adding queries on page 49

• Linking a component to a different query on page 52

• Deleting queries on page 53

• Queries and visual components explained on page 54

Linking a component to a different query

You can move a component from one query to another on the Structure tab.

For example, if you've defined two queries, Query 1 and Query 2, and you have a chart linked to Query 2, you may want to move the chart to Query 1 to see the chart visualization of the data in Query 1.

To link a component to a different query

1. Click the component on the Structure tab.

2. Drag the highlighted component to a different query on the Structure tab.

Related Topics

• Defining queries on page 42

• Modifying queries on page 46

• Adding queries on page 49

• Creating complex queries by nesting dimensions on page 50

• Deleting queries on page 53

• Queries and visual components explained on page 54

52 BusinessObjects Voyager User's Guide

Using Queries to Analyze Cube Data

To link a component to a new empty query

Deleting queries

2. Click the component on the Structure tab.

3. Drag the highlighted component to the new query on the Structure tab.

On the Structure tab, Click Add Query to add a new query to the

workspace.

The component will be blank because the new query is not yet defined.

Deleting queries

When you delete chart or crosstab components, queries that those components were linked to are not automatically removed, so your workspace may contain unused queries.

To delete a query

1. Select the query on the Structure tab.

Click Delete on the Structure tab toolbar.

Alternatively, you can press the DEL key.

Note:

If you try to delete a query that has crosstab or chart components linked to it, you are prompted to confirm that you want to remove the query and any linked components.

Related Topics

• Defining queries on page 42

• Modifying queries on page 46

• Adding queries on page 49

• Creating complex queries by nesting dimensions on page 50

• Linking a component to a different query on page 52

• Queries and visual components explained on page 54

BusinessObjects Voyager User's Guide 53

Using Queries to Analyze Cube Data

Queries and visual components explained

Queries

A query defines a specific view of data from the OLAP cube that you want to analyze. This view is often referred to as a "slice" because the view you see is a two-dimensional "slice" of a multi-dimensional cube. For example, if you want to analyze data in a Sales cube, you could define a query for Store Costs by Year.

To define a query, you specify the measures and dimensions that you want to include in the cube view. You do this by dragging the dimensions or members that you want to analyze onto the crosstab or chart component. In the preceding example, Store Costs and Year are the two dimensions that you would use when defining this query.

Although Voyager workspaces can contain multiple pages, a query is valid only on a single page. Therefore a query on page 1 does not affect the contents of page 2.

It is important to understand that the query stores the structure and values of the data but the crosstab and chart visual components display the data.

Visual components

You can display a cube view in different types of visual components: for example a crosstab, or a horizontal bar chart.

Crosstab and chart components contain clearly identified drop zones. You drag dimensions or members from the Data tab to these drop zones to define a query, and Voyager displays the results of the query in the component.

A crosstab and chart belonging to the same query can be thought of as linked because they display the same view or set of cube data. In other words, they refer or point to the same query. If you modify the query in any way on one visual component, the equivalent action is performed on any of the linked components. For example, if you drill down on USA to display data for states on the crosstab component, any linked charts also re-render to display data for states.

When you add a new crosstab component to a page, Voyager automatically creates a new undefined query. However, inserting a chart component doesn't add a new query to the page. New charts are always linked to the active

54 BusinessObjects Voyager User's Guide

Using Queries to Analyze Cube Data

Queries and visual components explained

query, which is the last query that was added to the page manually by you or automatically by Voyager.

Once dimensions or members have been added to a component, the query and visual components are fixed to the connection. You cannot drag members from a different connection into this component.

Related Topics

• Defining queries on page 42

• Modifying queries on page 46

• Adding queries on page 49

• Creating complex queries by nesting dimensions on page 50

• Linking a component to a different query on page 52

• Deleting queries on page 53

BusinessObjects Voyager User's Guide 55

Using Queries to Analyze Cube Data

Queries and visual components explained

56 BusinessObjects Voyager User's Guide

Using Charts to Visualize Data

Overview of Voyager charts

You can add charts to your Voyager workspaces to present your data graphically. Charts can often emphasize irregularities or trends in your data, and help you focus your business analysis on those areas.

Voyager provides several chart types to help you visualize data:

•

Clustered bar and column charts on page 65

•

Stacked bar and column charts on page 66

•

100% stacked bar and column charts on page 67

•

3D column charts on page 69

•

Multi line charts on page 70

•

Multi pie charts on page 71

•

Scatter charts on page 72

•

Box plot charts on page 73

•

Bubble charts on page 74

•

Radar charts on page 75

Chart and crosstab components are linked to queries. Therefore, if a chart and a crosstab are linked to the same query, both components display the same data, and both components update simultaneously whenever you make changes to either component. This interaction allows you to repeatedly define and refine your queries, and see the graphical results of your changes in real time.

You can also unlink, or disconnect, a chart component from its current query, and link it to a different query or to a new query.

Charts can be easily customized. You can change the chart type, or change the appearance of the chart to increase clarity. You can also drill down on data in the chart to examine the data in more detail.

This section describes each of the chart types, how to add a chart to a page, how to add data to a chart, and how to customize a chart's appearance.

Related Topics

• Adding a chart to the analysis window on page 59

• Adding data to a chart on page 61

• Chart types on page 63

• Scrolling through large data sets in charts on page 76

58 BusinessObjects Voyager User's Guide

Using Charts to Visualize Data

Adding a chart to the analysis window

• Customizing charts on page 77

• Linking a component to a different query on page 52

Adding a chart to the analysis window

Visual components, such as a crosstab or any of the chart types, are added to the analysis window by using the application toolbar. You can add a chart by clicking a chart button, or in some cases by dragging a chart button to the analysis window. Some chart buttons represent families of individual chart types. For example, the column chart family includes charts such as stacked column and 3D column.

Related Topics

• Adding data to a chart on page 61

• Chart types on page 63

• Scrolling through large data sets in charts on page 76

• Customizing charts on page 77

To add a chart to the analysis window

• Click one of the chart buttons on the application toolbar.

Note:

For example, click the arrow beside the Bar charts button to see the list of available bar chart types, and then select one of the types to add it to the analysis window.

The component is added to the page, below or to the right of existing components. Existing components are resized automatically to accommodate the added component. You can later reposition or resize the component if you wish.

BusinessObjects Voyager User's Guide 59

Using Charts to Visualize Data

Adding a chart to the analysis window

Alternatively, you can place a chart at a specific location in the analysis window by dragging a chart button from the toolbar. The cursor indicates whether or not you can place the chart component at the position of the mouse pointer. When the mouse pointer is inside a valid drop zone, the drop zone is highlighted.

60 BusinessObjects Voyager User's Guide

Using Charts to Visualize Data

Adding data to a chart

Note:

• If you drag a chart family button to the analysis window, the default

type from that chart family is added to the analysis window. You can change the chart type later if you wish.

• Before your chart will show any data, you must add a data connection

to the page, and add data to the chart.

Related Topics

• Connecting to OLAP data sources on page 307

• Adding data to a chart on page 61

• To change the chart type on page 76

• Resizing and moving components on page 164

Adding data to a chart

When you add a chart to a page, the chart is linked to the most recent query on the page (although you can use the Structure tab to move the chart to another query). Therefore, the chart is automatically populated with data if the query has been previously defined.

For example, if a page contains only a single crosstab, and if that crosstab has been used to define a query (data has been added to the crosstab), then when you add a new chart to the page, the chart is populated with the same data that is in the crosstab.

BusinessObjects Voyager User's Guide 61

Using Charts to Visualize Data

Adding data to a chart

Typically, the chart's data series correspond to the crosstab's rows, and the chart's categories correspond to the crosstab's columns.

If you add a chart to a new page that contains only an empty crosstab and an undefined query, you will need to define the query to add data to the chart. For more information about creating and defining queries, see Defining

queries on page 42.

You can also use the chart component to define a query.

Related Topics

• Adding a chart to the analysis window on page 59

• Chart types on page 63

• Scrolling through large data sets in charts on page 76

• Customizing charts on page 77

Defining a query using an empty chart component

If you want to create a page that contains only a chart component, you can use an empty chart component to create a query, without first having to define the data view in a crosstab component.

Each chart component has drop zones, which represent areas you can drag data onto from the Data tab.

To create a query using a chart component

1. Ensure the workspace has a data connection.

2. In a new page or existing page, delete all crosstab and chart components.

3. Place a chart component on the empty page.

4. In the metadata explorer, expand the list of members and select the data

you want in your chart.

5. Drag the highlighted members onto one of the drop zones in the chart

component to create a query.

If the generated query is valid, the chart displays the data returned from the query.

For more information about creating queries by dragging members onto a chart, see Defining queries on page 42.

62 BusinessObjects Voyager User's Guide

Modifying a query in a chart

You can modify your query in a chart much like you would modify a query in a crosstab. For example, you can swap dimensions using the chart component's dimension panel, and use the Member Selector to choose different members for the chart axes.

Related Topics

• Modifying queries on page 46

• Chart dimension panel on page 280

Chart types

Voyager provides a variety of chart types to help you visualize your data.

Using Charts to Visualize Data

Chart types

Column charts

Bar charts

Line charts

Clustered column chart

Stacked column chart

100% stacked column chart

3D column chart

Clustered bar chart

Stacked bar chart

100% stacked bar chart

Multi line chart

Clustered bar and column charts

on page 65

Stacked bar and column charts on

page 66

100% stacked bar and column charts on page 67

3D column charts on page 69

Clustered bar and column charts

on page 65

Stacked bar and column charts on

page 66

100% stacked bar and column charts on page 67

Multi line charts on page 70

BusinessObjects Voyager User's Guide 63

Using Charts to Visualize Data

Chart types

Pie charts

Scatter charts

Other charts

Related Topics

• Chart component reference on page 279

• Adding a chart to the analysis window on page 59

• Adding data to a chart on page 61

• Scrolling through large data sets in charts on page 76

• Customizing charts on page 77

Multi pie chart

Scatter chart

Box plot chart

Bubble chart

Radar chart

Multi pie charts on page 71

Scatter charts on page 72

Box plot charts on page 73

Bubble charts on page 74

Radar charts on page 75

64 BusinessObjects Voyager User's Guide

Bar and column charts

Clustered bar and column charts

Using Charts to Visualize Data

Chart types

Clustered bar and column charts show values compared across categories, or over time; for example, sales for each region by month. Several values (a "cluster") are shown grouped together in each category or time period.

Clustered bar chart

Categories are organized vertically, and values horizontally, to emphasize variation of a data series over different categories. Each bar represents a data series, with the chart legend specifying the color for each data series. Each label on the vertical axis represents a category. Values are displayed on the horizontal axis.

BusinessObjects Voyager User's Guide 65

Using Charts to Visualize Data

Chart types

Clustered column chart

Categories are organized horizontally, and values vertically, to emphasize variation of a data series over different categories. Each riser represents a data series, with the chart legend specifying the color for each data series. Each label on the horizontal axis represents a category. Values are displayed on the vertical axis.

Stacked bar and column charts

Stacked bar and column charts show how related sets of values compare to each other and contribute to a total. Stacked charts are similar to 100% stacked charts except that stacked charts show the absolute contributions of members to a total while 100% stacked charts show the relative contributions of members to a total.

For example, if you create a column chart that illustrates sales per product, you can use a stacked column chart to show data from several years, one year on top of another.

66 BusinessObjects Voyager User's Guide

Stacked bar chart

Categories are organized vertically, and values horizontally, to emphasize the variation of several data series over different categories. Each bar represents all of the data series, with the chart legend specifying the color for each data series. Each label on the vertical axis represents a category. Values are displayed on the horizontal axis.

Stacked column chart

Categories are organized horizontally, and values vertically, to emphasize the variation of several data series over different categories. Each riser represents all of the data series, with the chart legend specifying the color for each data series. Each label on the horizontal axis represents a category. Values are displayed on the vertical axis.

100% stacked bar and column charts

Using Charts to Visualize Data

Chart types

BusinessObjects Voyager User's Guide 67

Using Charts to Visualize Data

Chart types

100% stacked bar and column charts show visually what percentage a member contributes to a total. 100% stacked charts are similar to stacked charts except that all bars or columns are the same length and represent 100% of a total. 100% stacked charts show the relative contributions of members to a total, while stacked charts show the absolute contributions of members to a total. The size of each segment of a 100% stacked bar represents the percentage that a member contributes to the total.

100% stacked bar chart

100% stacked column chart

68 BusinessObjects Voyager User's Guide

for each data series. Each label on the horizontal axis represents a category. Percentages are displayed on the vertical axis.

3D column charts

Using Charts to Visualize Data

Chart types

3D column charts are used to compare data visually in three dimensions. Typically, a 3D chart would show a series of data across categories and over time.

BusinessObjects Voyager User's Guide 69

Using Charts to Visualize Data

Chart types

The x-axis is the category axis; the y-axis is the data series axis; and the z-axis is the value axis.

Multi line charts

Line charts are used to show trends in data over time or categories. Markers are shown at each point in the line where a data value exists.

70 BusinessObjects Voyager User's Guide

Each line corresponds to a data series, with the chart legend specifying the color for each data series. Each label on the horizontal axis represents a category. Values are displayed on the vertical axis.

Multi pie charts

Using Charts to Visualize Data

Chart types

Pie charts display the sizes of items that compose a data series, proportional to the sum of the items. A pie chart is used to show the relative contributions of values, and is useful when you want to emphasize a significant element in the data. Each pie in a multi pie chart represents a category; each pie slice represents a data series.

To make your pie charts more legible, you can suppress the labels for small pie slices.

Related Topics

• Pie chart labels on page 84

BusinessObjects Voyager User's Guide 71

Using Charts to Visualize Data

Chart types

Scatter charts

Scatter charts may be used to show possible correlations between two variables or measures. Data is displayed as a set of points, with their x-y coordinates in the chart specified by the values of the two measures. For example, if a scatter chart shows data points grouped roughly in a straight line from the lower-left corner to the upper-right corner of the chart, a positive correlation is indicated.

While line charts treat one set of values as non-numeric labels, scatter charts treat both sets of values as numeric data. Therefore, scatter charts require two measures (and only two). If the query subsequently changes so that the chart contains fewer than two measures, the scatter chart cannot display any data.

72 BusinessObjects Voyager User's Guide

You can specify on the Properties tab which of the available measures are to be plotted on the X and Y axes.

Other charts

Box plot charts

Using Charts to Visualize Data

Chart types

Box plots are useful for analyzing small data sets that do not suit histograms or column charts. Because of the small size of a box plot, it is easy to compare several box plots in a chart. A box plot is a good alternative or complement to a histogram and is usually better for showing several simultaneous comparisons.

Box plots show five values that describe the data set:

• top edge of box = upper (3rd) quartile

• bottom edge of box = lower (1st) quartile

• horizontal line within the box = median value

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Chart types

• upper vertical line = largest value, or largest non-outlier value

• lower vertical line = smallest value, or smallest non-outlier value

The interquartile range (IQR) is equal to the 3rd quartile minus the 1st quartile. Any value that is more than 1.5*IQR lower than the first quartile or more than

1.5*IQR higher than the third quartile is considered an “outlier”.

Outliers are displayed as small circles on the box plot. If your data set contains no outliers, the lower vertical line corresponds to the smallest value and the upper vertical line corresponds to the largest value. If your data set does contain outliers, the lower vertical line corresponds to the smallest non-outlier value, and the upper vertical line corresponds to the largest non-outlier value.

The smallest and largest values that are not outliers are shown with short horizontal lines connected to the box with vertical lines.

By default, Voyager does not plot a parent member if its child members are part of the query.

Bubble charts

74 BusinessObjects Voyager User's Guide

Bubble charts compare three variables or measures. They are similar to scatter charts, with the bubble sizes representing the third measure. For example, a bubble chart would be very effective for illustrating the number of products sold in a certain region; the larger the bubble, the greater the number of products sold in that region.

While line charts treat only one set of values as numeric data, and scatter charts treat two sets of values as numeric data, bubble charts treat three sets of values as numeric data. Therefore, bubble charts require at least three measures. If the query subsequently changes so that the chart contains fewer than three measures, the bubble chart cannot display any data.

You can specify on the Properties tab which of the available measures are to be plotted on the X and Y axes, and which measure is to be represented by the bubble sizes.

Radar charts

Using Charts to Visualize Data

Chart types

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Scrolling through large data sets in charts

Radar charts are useful for comparing the values of several data series and presenting a visual overview of those data sets. For example, if you plot annual rainfall amounts in various cities on a radar chart, the data series that produce the larger shapes on the chart represent cities that have more annual rainfall. Also, the actual shape of the plot for each city gives an overall comparative view.

To change the chart type

• Right-click the chart graphic and click the chart type that you want to

switch to.

Related Topics

• Chart types on page 63

• Adding data to a chart on page 61

• Scrolling through large data sets in charts on page 76

• Customizing charts on page 77

Scrolling through large data sets in charts

When you work with large data sets, displaying all of the data on a chart can make it difficult or impossible to distinguish between individual risers or lines on the chart. With most chart types, Voyager adds a range slider to the chart component when the data set is too large to be displayed legibly.

1. Overview scroll bar

2. Selected range

3. Range slider bars

4. Hide/restore button

5. Paging buttons

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Using Charts to Visualize Data

Customizing charts

The chart range slider lets you select a portion of the data set to be expanded and displayed in the main chart graphic, so that you can see the individual bars or markers. You can also use the range slider to scroll through the chart.

Note:

You can hide the range slider by clicking the arrow at the edge of the

range slider. To restore the range slider, click the arrow again.

Defining the size of the selected range

First, define the size of the selected range by dragging the range slider bars in the range slider.

The selected range is shown with a white background in the range slider when using the Default or Shadow chart styles, or with a black background when using the Presentation styles.

Moving the selected range within the range slider

Drag the selected range within the range slider to view different subsets of the data that are currently represented in the range slider. Alternatively, you can use the paging buttons at the ends of the range slider to move the selected range.

Scrolling the range slider within the full data set

When the data set is very large, the range slider may not show the entire data set. In that case, use the overview scroll bar to scroll the range slider within the full data set.

Related Topics

• Chart range slider on page 283

• Adding a chart to the analysis window on page 59

• Adding data to a chart on page 61

• Chart types on page 63

• Customizing charts on page 77

Customizing charts

Voyager provides several options for customizing the appearance of your charts. All these options are available from the Properties tab.

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Customizing charts

Related Topics

• Adding a chart to the analysis window on page 59

• Adding data to a chart on page 61

• Chart types on page 63

• Scrolling through large data sets in charts on page 76

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Using Charts to Visualize Data

Chart name and comments

The chart's name appears on the chart itself both on screen and when printed. The chart's comments appear only if you print the chart to a PDF. For more information, see Chart display options on page 287.

To set name and comments properties for a chart

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, type a name for your chart in the Name field.

The name that you type here appears on the chart's title bar, and is used to identify the chart on the Structure tab.

4. Type any comments that you want to appear below the printed chart in

the Comments field.

5. Click Apply.

Customizing charts

Chart color palettes

You can choose from several predefined color palettes for displaying your charts. For details on the palettes available, see Chart display options on page 287.

To change the color palette of your chart

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, choose a value for the Palette property, and then

click Apply.

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Customizing charts

Chart styles

You can choose from several predefined styles for displaying your charts. For details on the styles available, see Chart display options on page 287.

To change the style of your chart

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, choose a value for the Style property, and then

click Apply.

Display font

You can set the character font used in your charts. For details, see Font on page 290.

To change the font used on your chart

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, choose a font for the Font property, and then click

Apply.

Suppressing null values in charts

Depending on the type of chart and the type of data the chart displays, you may want to simplify the chart by hiding null values.

For details on suppressing null values in charts, see Excluding null values on page 114 and Suppress NULL Values on page 290.

80 BusinessObjects Voyager User's Guide

Displaying parent members

On a chart, parent members are hidden by default. For example, if a pie chart contains a parent member and all its child members, the parent member is not normally displayed in the pie chart because the parent member would always occupy exactly half of the pie chart.

You can, however, turn on the display of parent members on a chart.

Note:

If parent members are hidden, the chart may not display exactly the same data as a crosstab linked to the same query.

To display parent members on a chart

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, set the Show Parents property to Yes, and then

click Apply.

Using Charts to Visualize Data

Customizing charts

Displaying visual totals

On a chart, visual totals are hidden by default. For example, if a pie chart contains several members and a visual total representing the sum of the other members, the sum is not normally displayed in the pie chart because the sum would always occupy exactly half of the pie chart.

You can, however, turn on the display of visual totals on a chart.

To display visual totals on charts

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, set the Show Visual Totals property to Yes, and

then click Apply.

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Customizing charts

Hiding the chart dimension panel

If you want more room for displaying the chart graphic, you can hide the chart dimension panel.

To hide the chart dimension panel

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, set the Show Dimension Panel property to No,

and then click Apply.

Displaying hierarchical chart labels

Hierarchical chart labels show you the parent-child relationships between members on the chart.

To display hierarchical labels on the chart

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, set the Show Hierarchical Labeling property to

Yes, and then click Apply.

Hiding the chart legend

You can control whether or not the chart legend is visible.

To hide the chart legend

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

82 BusinessObjects Voyager User's Guide

3. On the Properties tab, set the Show Legend property to No, and then

click Apply.

Chart axis labels

You can add labels to the chart axes. See Descriptions of chart display

options on page 289 for details on the chart axis labels.

To add labels to the chart axes

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, type labels in any of these fields:

• Category Label

• Value Label

• Data Series Label

4. Click Apply.

Using Charts to Visualize Data

Customizing charts

Scatter chart and bubble chart measures

A scatter chart needs sets of values for the X and Y axes for data to be displayed. A bubble chart needs a third set of values, represented by the sizes of the bubbles. You can select which of the available measures in the query are to be plotted on the X and Y axes, and which measure is to be used for the bubble sizes.

To define the measures for scatter charts and bubble charts

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, select the measures that you want to apply to the

X and Y axes.

4. For bubble charts, you can also select the measure that will be

represented by the sizes of the bubbles.

5. Click Apply.

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Customizing charts

Pie chart labels

When a pie chart contains several small slices, you may want to suppress the labeling of the smallest slices.

To suppress small pie slice labels

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, set the Manually Edit Chart Labels property to

Yes.

The Hide Labels Less Than property is enabled.

4. Type a percentage value between 0 and 100 into the Hide Labels Less

Than field.

5. Click Apply.

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Selecting Members to Display in Crosstabs and Charts

Overview of member selection

You can use the Member Selector or the metadata explorer to choose the members to be displayed in your crosstabs and charts. The Member Selector includes features that let you search for members, aggregate search results, select members by level, and select parent, child, and sibling members. The metadata explorer provides only basic manual selection of members.

The rest of this section describes selecting members using the Member Selector. For more information about the metadata explorer, see Data tab

metadata explorer on page 242.

When you place a dimension on any of the three axes on chart and

crosstab components, a Member Selector button is shown beside the

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Overview of member selection

dimension name. The Member Selector helps you choose members of the dimensions you place on those axes.

Additionally, a measures Member Selector in the component's title bar lets you select members of the measures dimension whether or not you have explicitly added the measures dimension to one of the three axes. If you add only fact dimensions to the axes, the crosstab is still populated with data; Voyager automatically selects the default member of the measures dimension and uses that member's data to populate the crosstab. At all times, the measures used to populate the crosstab with data are shown in the crosstab's title bar, and you can use the measures Member Selector to select measures for the crosstab.

You can select members in several ways:

• Select individual members from the list of all members in the dimension.

For details, see Selecting individual members from a list of all members on page 88.

• Search for members.

For details, see Selecting members by searching on page 89.

• Select all members at the same level in the dimension.

For details, see Selecting all members at a particular level in the dimension on page 91.

• Select parent, child, or sibling members.

For details, see Selecting parent, child, or sibling members on page 92.

Related Topics

• Hiding members from view on page 93

• Setting the slice member on page 94

• Deselecting members on page 95

• Showing only selected members in the Member Selector on page 97

• Displaying member names and captions on page 97

• Displaying the parent names of all members on page 98

• Member Selector reference on page 296

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Selecting Members to Display in Crosstabs and Charts

Selecting individual members from a list of all members

If you want to select a small number of members, not according to any pattern or parameters, you can select individual members in the Member Selector.

To select individual members

Click the Member Selector button beside a dimension name to open

the Member Selector.

The member list is automatically expanded to display all members that are currently displayed for that dimension.

2. Choose the members you want to see in your view.

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Selecting members by searching

Click a member to select it; click the member again to deselect it.•

• To select or deselect a range of members, hold down the Shift key

as you click members.

• You do not need to hold down the Ctrl key to select multiple individual

members.

3. Click OK to update the crosstab or chart.

Note:

If you deselect all members, the OK button in the Member Selector is disabled because you must select at least one member for each dimension on the crosstab.

Selecting members by searching

Using the search capabilities of the Member Selector, you can search for members by specifying member names or captions.

Because selections from multiple search results are cumulative, you can use multiple searches to build the set of members you want to analyze.

For example, if you wanted to analyze sales of books and magazines, you would perform these steps:

• Perform a search for "book" in the Member Selector.

• Select appropriate members from the search results.

• Without closing the Member Selector, perform a second search for

"magazine."

• Select members from the second search results.

When you click OK, all selected members from both searches are displayed.

For more information about searching for members in the Member Selector, including tips on search-string syntax and using wildcards, see Displaying

member names and captions on page 97 and Member Selector Start Search button on page 301.

To search for member names or captions

Click the Member Selector button beside the dimension name to

open the Member Selector.

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Selecting members by searching

3. Type a search string in the text box at the top of the Member Selector.

In the Member Selector, click Display Mode to choose which

member text to search.

If you want to search by member names only, select Name. If you want to search by member captions only, select Caption. If you want to search by both member names and captions, select either Name : Caption or Caption : Name.

Click Search or press Enter.

Members that match the search string are displayed in a hierarchical list.

Also, any members that were already included in the query are highlighted in the search results.

5. Select any members that you want to include in the query.

• Click a member to select it; click the member again to deselect it.

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Selecting all members at a particular level in the dimension

• To select or deselect a range of members, hold down the Shift key

as you click members.

• You do not need to hold down the Ctrl key to select multiple individual

members.

6. If you want to perform additional searches to select more members, repeat

steps 3 to 5.

7. Click OK.

Note:

Clicking the Return to Member List button returns you to the complete

member list. All selected members remain selected.

Selecting all members at a particular level in the dimension

You may want to select all members at the same level in the dimension. If the number of members in the dimension is large, it may be faster to use the Select Level button in the Member Selector toolbar.

To select all members at a level

3. Select a level from the list.

Click the Member Selector button beside the dimension name to

open the Member Selector.

Click Select Level on the Member Selector toolbar.

All members at that level in the dimension are selected.

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Selecting parent, child, or sibling members

Alternatively, you can right-click a member, point to Select, and choose All at this level to select all members at that level in the dimension.

Selecting parent, child, or sibling members

After you've selected one or more members in the Member Selector, you may want to select the parent of a member, or the children or siblings of a member.

For example, for the member Quarter 2, its parent member could be 2007, its child members could be April, May, and June, and its sibling members could be Quarter 1, Quarter 3, and Quarter 4.

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Changing the displayed measures

To select parent, child, or sibling members

2. Right-click a member in the Member Selector, point to Select, and choose

Click the Member Selector button beside the dimension name to

open the Member Selector.

Parent, Children, or Siblings.

Changing the displayed measures

Whenever data is displayed in the crosstab, the measures used in the current query are displayed in the crosstab's title bar. If a measures dimension has not been added to any of the crosstab's three axes, you can still change the measure by using the Member Selector in the title bar.

Related Topics

• Crosstab title bar on page 269

• Chart title bar on page 285

Hiding members from view

You can hide members from the crosstab or chart in two ways:

• Deselect the members in the Member Selector.

• Select one or more members in the crosstab or chart, right-click one of

the selected members, and select Hide Member.

To select multiple individual members, hold down the Ctrl key while selecting members. To select a range of members, select one end point of the range, hold down the Shift key, and then select the second end point.

The two methods are equivalent. If you want to restore a hidden member to the crosstab or chart, use the Member Selector to re-select the hidden member.

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Setting the slice member

A query defines a specific view of data from an OLAP cube. This view is often referred to as a "slice" because the view you see is a two-dimensional "slice" of a multi-dimensional cube.

A slice member is the active member in a slice dimension. For more information on slice dimensions, see Crosstab component reference on page 265.

If you already have a dimension placed on the slice axis, you can use the Member Selector to set new slice members for the axis. Alternatively, you can drag members from the metadata explorer on the Data tab to the slice axis.

You can specify either a single member or multiple members for your slice axis, depending on which cube provider your crosstab is connected to and which type of dimension you are choosing slice members from. You can specify only a single member from a Measures dimension for the slice axis.

If you connect to a cube provider that supports custom aggregation, you can specify multiple members on a slice dimension. Microsoft Analysis Services and SAP BW support custom aggregates. Oracle Hyperion Essbase does not support custom aggregates.

Therefore, if your data source is Essbase, you cannot place multiple members in the slice area.

For more information on custom aggregates, see Custom aggregates and

multiple members on a slice dimension on page 246.

To specify members for the slice axis using the Member Selector

2. In the Member Selector, select one or more members and click OK.

94 BusinessObjects Voyager User's Guide

Click the Member Selector button beside the slice dimension name

to open the Member Selector.

The page is redrawn to show the data for the chosen slice members.

Selecting Members to Display in Crosstabs and Charts

Deselecting members

To specify members for the slice axis using the Data tab

1. In the metadata explorer, select the members you want to use as your

slice.

2. Drag the members onto a slice axis drop zone.

Alternatively, you can click the Add to Slice button.

If the slice axis is already populated, drag the members to the center drop zone on the slice axis to swap the existing slice members with the selected members. Or, drag the members to a side drop zone to nest the slice members with the existing members.

See Overview of member selection on page 86 for more information on selecting members.

Deselecting members

You can deselect members by clicking them individually in the Member Selector, or you can deselect groups of members simultaneously:

• Deselect all members.

• Deselect all members at a level.

• Deselect parent, child, or sibling members.

To deselect all members

Click the Member Selector button beside the dimension name to

open the Member Selector.

Click Deselect All on the Member Selector toolbar.

All members within the tree are deselected.

Note:

After you deselect all members, the OK button in the Member Selector is disabled because you must select at least one member for each dimension on the crosstab.

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Using favorite groups to save sets of members

To deselect all members at a level

2. Right-click any member at the level you want to deselect, point to

Click the Member Selector button beside the dimension name to

open the Member Selector.

Deselect, and choose All at this level.

To deselect parent, child, or sibling members

2. Right-click a member, point to Deselect, and choose Parent, Children,

Click the Member Selector button beside the dimension name to

open the Member Selector.

or Siblings.

Using favorite groups to save sets of members

If you often work with the same members, and don't want to repeatedly search for them or select them individually, you can save them as a favorite group. You define favorite groups of members in the metadata explorer on the Data tab.

When you add a favorite group to a crosstab or chart, the members of the group are added, not the favorite group itself. Therefore the favorite group name does not appear in the component's Member Selector.

Favorite groups are saved with the workspace, so they are still available after you save and re-open a workspace.

To create a favorite group

1. In the metadata explorer on the Data tab, select the members that you

want to save as a favorite group.

The members must all be from the same dimension.

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Showing only selected members in the Member Selector

Click the Create Favorite Group button above the metadata explorer.

3. Type a name for your favorite group and click OK.

The favorite group is created within the dimension, and marked with a

special icon.

To remove a favorite group

1. Select the favorite group in the metadata explorer.

Click the Remove Favorite Group button above the metadata explorer,

and then click OK to confirm the deletion.

Showing only selected members in the Member Selector

The Member Selector can either show the entire list of members within a dimension, or show only the members that have been selected for display in the crosstab or chart. This can be useful when you have a dimension that contains a very large number of members, and only a few of the members are selected.

To display only the members that have been selected

Click the Member Selector button beside the dimension name to

open the Member Selector.

Click Show Selected Members.

Click the button again to toggle the display back to the entire list of members.

Displaying member names and captions

You can change the way that member names and captions are shown in the Member Selector. You can choose to display only the member names as they are defined on the OLAP server, only the captions as they are defined

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Displaying the parent names of all members

by the cube designer, or both the server names and the captions. When both names and captions are displayed, you can search for members by names or captions.

To change the display of member names and captions

3. Select one of these display modes:

Click the Member Selector button beside the dimension name to

open the Member Selector.

Click Display Mode.

• Caption

• Name

• Caption : Name

• Name : Caption

See Member Selector Display Mode button on page 300 for more information on these display modes.

Note:

The default display mode is Caption.

Displaying the parent names of all members

You can choose whether to display the parent names of all members in the Member Selector. For example, if a member name is "Wednesday", and its parents are "2002", "Qtr 2", "June", and "Wk 1", the member name is displayed like this:

Wednesday (2002 > Qtr 2 > June > Wk 1)

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Displaying the parent names of all members

To toggle the display of member parent names in the Member Selector

Click the Member Selector button beside the dimension name to

open the Member Selector.

Click Show Parent.

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Displaying the parent names of all members

100 BusinessObjects Voyager User's Guide

Business objects VOYAGER XI 3.1 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Introduction to BusinessObjects Voyager

About this guide

What is BusinessObjects Voyager?

Voyager integration with BusinessObjects Enterprise

About the documentation set

Getting started

Who should read this guide?

Understanding OLAP

OLAP Overview

Multi-dimensional data cubes

Hierarchical data

Getting Started with BusinessObjects Voyager

Opening a workspace and analyzing data

Some essential terminology

Create a Voyager workspace

To create a Voyager workspace

Define a query

Add charts and more crosstabs

Adding a chart to the page

To add a chart to a page

To delete a component from the page

Adding another crosstab to the page

To add a crosstab to a page

Using Queries to Analyze Cube Data

Creating and defining queries to answer your business questions

Defining queries

To define a new query

Modifying queries

To modify a query by dragging new metadata onto the crosstab or chart

Adding queries

Creating complex queries by nesting dimensions

To manually add a query to a page

To nest dimensions

Linking a component to a different query

To link a component to a different query

To link a component to a new empty query

Deleting queries

To delete a query

Queries and visual components explained

Using Charts to Visualize Data

Overview of Voyager charts

Adding a chart to the analysis window

To add a chart to the analysis window

Adding data to a chart

Defining a query using an empty chart component

To create a query using a chart component

Modifying a query in a chart

Chart types

Bar and column charts

Clustered bar and column charts

Stacked bar and column charts

100% stacked bar and column charts

3D column charts

Multi line charts

Multi pie charts

Scatter charts

Other charts

Box plot charts

Bubble charts

Radar charts

Scrolling through large data sets in charts

To change the chart type

Customizing charts

Chart name and comments

To set name and comments properties for a chart

Chart color palettes

To change the color palette of your chart

Chart styles

To change the style of your chart

Display font

To change the font used on your chart

Suppressing null values in charts

Displaying parent members

To display parent members on a chart

Displaying visual totals