HP Storage Essentials DB Viewer Reference Guide

HP Storage Essentials Storage Resource Management Report Optimizer Software 6.0

Building Reports Using the Web Intelligence Java Report Panel

First edition: July 2008

Legal and notice information

Hewlett-Packard Company makes no warranty of any kind with regard to this material, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. Hewlett-Packard shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material.

This document contains proprietary information, which is protected by copyright. No part of this document may be photocopied, reproduced, or translated into another language without the prior written consent of Hewlett-Packard. The information is provided “as is” without warranty of any kind and is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein.

Microsoft and Windows are registered trademarks of Microsoft Corporation. Oracle is a registered trademark of Oracle Corporation. Sun, Solaris, Sun StorEdge, and Java are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and other countries. AIX and IBM are registered trademarks of International Business Machines Corporation in the United States, other countries or both. SGI and IRIX are registered trademarks of Silicon Graphics, Inc. Netscape is a registered trademark of Netscape Communications Corporation in the United States and other countries. HDS and HiCommand are registered trademarks of Hitachi Data Systems. HP, HP-UX, and OpenVMS, Tru64 UNIX are registered trademark of Hewlett-Packard Development Company. QLogic is a trademark of QLogic Corporation. Emulex is a registered trademark of Emulex Corporation. HBAnyware is a trademark of Emulex Corporation.

UNIX is a registered trademark in the U.S. and in other countries, exclusively licensed through X/Open Company, Ltd.

Other product and company names mentioned herein may be the trademarks of their respective owners.

Building Reports Using the Web Intelligence Java Report Panel

1 About Web Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

How Web Intelligence performs business intelligence over the web . . . . . . . . . . . . . . . . . . . . . . 15

Interacting with Web Intelligence reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Viewing and printing reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Drilling results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Performing on-report analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Creating and editing Web Intelligence documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Web Intelligence Java Report Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Web Intelligence Query – HTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Web Intelligence HTML Report Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Contents

2 Getting up and running . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Logging in and out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Logging into InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Logging out of InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Selecting your Web Intelligence document editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

3 Creating and editing Web Intelligence documents. . . . . . . . . . . . . . . . . . . . . . . 25

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Creating new documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Editing existing documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Setting your Java Report Panel options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Java Report Panel interface tour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Report tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

4 Building basic data providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Understanding data providers and universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

What is a data provider? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Data providers and queries are based on universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

What does a universe contain? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

What types of objects can you use in a query? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Classes and Subclasses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Creating and running a query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Why build a query? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

How do you use the universe to build a query? . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

What happens when you run a query? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

What happens when you interrupt run query? . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Returned data is stored for analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Building Reports Using the Web Intelligence Java Report Panel 3

Building a simple query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Using the Data tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Opening and closing a class folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Building the query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Setting the scope of analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

What is a scope of analysis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Setting levels of analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

How many scope of analysis levels can you set? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Viewing and editing the SQL behind the query definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Defining query properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Query property options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Running a simple query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Creating a simple query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Working with query contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

What is an ambiguous query? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

What is a context?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Defining how contexts are used in a query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Interrupting data providers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

About Incompatible objects in data providers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Incompatible objects and SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

How Web Intelligence handles incompatible objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

5 Working with combined queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Types of combined query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

What can you do with combined queries?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

How does Web Intelligence generate combined queries?. . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Building a combined query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Combined query structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Combined query precedence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Multiple combined queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

6 Including multiple data providers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Using multiple data providers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Defining multiple data providers in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Duplicating data providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Renaming data providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Moving data providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Purging data from multiple data providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Synchronizing multiple data providers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

7 Merging dimensions from multiple data providers . . . . . . . . . . . . . . . . . . . . . . . 73

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Merging dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

In what situations do you merge dimensions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Which dimensions do you merge? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Merging dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Automatic merging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Working with merged dimensions in reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Understanding the effects of merged dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Synchronizing data providers with different aggregation levels . . . . . . . . . . . . . . . . . . . . . . . 77

Extending the values returned by merged dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Detail objects and merged dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Filtering merged dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Report filters and merged dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Section filters and merged dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Block filters and merged dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Drilling on merged dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

8 Filtering data retrieval using query filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

How query filters work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

The difference between query filters and report filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Query filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Report filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

What makes up a filter? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

What objects can I filter on the query? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Which operator should I choose? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Different from, Not in List and Except . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

How do I specify the value(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

How many filters can I apply to a query? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Can I filter data without including the filtered object among the report data? . . . . . . . . . . . . . 89

Types of query filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Using predefined filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Creating custom query filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Using the quick filter option to create filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Using the Query Editor to create filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Combining multiple filters on a query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

How you combine query filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Combining simple filters with combined filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Using And . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Using Or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Using And and Or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Using Or and And . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Applying query filters to business questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Retrieving a range of values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Using the In list operator to define filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Retrieving data that includes a specific alphanumeric string . . . . . . . . . . . . . . . . . . . . . . . . 101

9 Filtering data using subqueries and database ranking . . . . . . . . . . . . . . . . . . . 105

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

What is a subquery?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

What can you do with subqueries? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Building Reports Using the Web Intelligence Java Report Panel 5

How do subqueries work? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Building a subquery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Subquery parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

How the subquery components combine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

What is a database ranking?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

What can you do with a database ranking? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

How does a database ranking work?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Ranking parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Creating a database ranking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

10Building prompt filters on data providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

What are prompts?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

What makes up a prompt? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

What objects can I filter with a prompt? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Which operator should I choose? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Choosing how prompts display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Merging prompts on multiple data providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

The criteria for merging prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

The display properties of the merged prompt . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

The List of Values used by the merged prompt. . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Adding prompts to documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Applying multiple prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Combining multiple prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

11Inserting and formatting tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Web Intelligence table templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Vertical tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Horizontal tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Crosstabs with dimensions in the body . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Working in Structure or Results View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Adding tables to reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Duplicating tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Applying a different template to existing tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Adding or removing table rows or columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Moving or swapping table rows or columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Replacing table columns and rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Modifying tables to create crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Clearing cells and removing tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Clearing cell contents from tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Removing tables from reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Formatting tables and table cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Formatting table or cell backgrounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Formatting borders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Formatting values on table cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Sizing cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Setting properties for table headers and footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Setting page layout for tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Selecting display properties for empty table cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Showing or hiding empty tables, rows, columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Avoiding duplicate row aggregation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Copying tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

12Displaying information in free-standing cells . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

What are free-standing cells?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Inserting text, images, and formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Inserting information about the report data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Inserting page number information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Page Number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Page Number/Total Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Total Number of Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Adding text to page number cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Formatting free-standing cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Copying free-standing cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

13Inserting and formatting charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

About charts and chart templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Choosing the appropriate chart template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Bar charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Line charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Area charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Pie charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Radar, Polar, and scatter charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Creating charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Selecting chart templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Changing existing tables and charts to different chart types . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Applying different templates to charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Dragging a different chart template onto a table or chart. . . . . . . . . . . . . . . . . . . . . . . . 176

Removing charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Working with charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Setting page layout for charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Positioning charts on the report page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Positioning charts in relation to other charts or tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Setting page breaks for charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Formatting charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

About 2D charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

About 3D charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

About pie charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Chart formatting options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Building Reports Using the Web Intelligence Java Report Panel 7

Setting the chart size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Inserting and formatting titles for charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Displaying charts with a 2D or 3D look . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Adding background colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Formatting chart borders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Displaying chart floors and walls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Formatting axis legends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Formatting axis labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Formatting axis values and axis markers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Changing axis scales from linear to logarithmic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Linear scales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Logarithmic scales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Choosing chart data display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Showing or hiding charts with no data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Showing/hiding empty charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Creating custom colors for chart elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Copying charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

14Formatting numbers and dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Default formats. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Applying predefined formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Defining custom formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Quick reference to characters for creating custom cell formats. . . . . . . . . . . . . . . . . . . . . . . 203

Formatting cells displaying number and currency data. . . . . . . . . . . . . . . . . . . . . 204

Characters for formatting cells displaying date and time data. . . . . . . . . . . . . . . . 206

15Using sections, breaks, and sorts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Using sections to group data on reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

What makes up a section? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Creating sections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Creating subsections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Setting section properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Setting the page layout for sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Removing sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Using breaks to group data on tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

What is a break?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

How is a break different from a section? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

How is data sorted when you insert a break? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Inserting breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Using multiple breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Removing breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting display properties and page layout for breaks 224

Break display properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Break page layout properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Using sorts to organize sections and data on tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Available sort orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Applying ascending or descending sorts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Applying custom sorts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Prioritizing the order of multiple sorts on the same table . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

16Ranking Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Ranking workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Creating a ranking using the Web Intelligence interface . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Ranking parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Ranking examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Ranking and sorts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Tied rankings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Ranking and data order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

17Filtering the values displayed in reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

How report filters work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

What makes up a report filter? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

What objects can I filter? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Which operator should I choose? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

How do I specify the value(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

How many filters can I include in a report? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

The difference between query filters and report filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Creating custom report filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Applying multiple filters to a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Viewing the filters applied to the report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Editing and removing report filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

18Using standard calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Working with standard calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

What standard calculations are available? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Inserting calculations in tables and crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Inserting a calculation in a table or crosstab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Inserting multiple calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Removing calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

19Using alerters to highlight key results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

How alerters work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

What makes up an alerter?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

How many conditions can you include in an alerter? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

What are sub-alerters? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Where can you apply alerters? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

How many alerters can you include in a document?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

How many alerters can you apply to a single table column or row?. . . . . . . . . . . . . . . . . . . 266

What highlighting changes can alerters activate? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Building Reports Using the Web Intelligence Java Report Panel 9

How are alerters applied to tables with breaks? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Creating alerters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Formatting alerters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Applying multiple conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Adding sub-alerters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Switching alerters on or off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Prioritizing alerters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Editing, duplicating, and removing alerters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Using formulas to create advanced alerters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

Building the condition for the alerter using the formula language . . . . . . . . . . . . . . . . . . . . . 297

Creating alerters that display strings in cells where values meet the alerter condition(s). . . . . . 297

Including a text, formula, or hyperlink for the alerter formatting . . . . . . . . . . . . . . . . . . . . . . 302

20Creating custom calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

Creating formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

Using the Formula toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

Using the Formula Editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

Including text in cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Saving formulas as variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

About functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

About operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Mathematical operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Conditional operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

Logical operators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

Context operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

Function-specific operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

Defining the calculation context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314

What are calculation contexts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314

Default calculation contexts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314

Default contexts in a vertical table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Default context in a horizontal table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Default contexts in a crosstab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

Default contexts in a section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Default contexts in a break. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Modifying the default calculation context using extended syntax. . . . . . . . . . . . . . . . . . . . . . . . 318

What is extended syntax? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

What is an input context? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Specifying dimensions in input and output contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

What is an output context? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Specifying input and output contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Extended syntax context operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

The In context operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

The ForEach context operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

The ForAll context operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Extended syntax keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

The Report keyword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

The Section keyword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

The Break keyword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

The Block keyword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

The Body keyword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Using keywords to make reports generic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

Examples of useful formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333

21Web Intelligence functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

What is a function? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Function prototypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Using functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Function examples and descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Function reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

22Saving formulas as variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Creating, editing, and deleting variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Creating formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Saving formulas as variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Associating details with dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Editing and deleting variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Using variables to simplify formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Simplifying a variance formula with variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

23Troubleshooting formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

#DIV/0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

#MULTIVALUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

#OVERFLOW. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

#SYNTAX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

#INCOMPATIBLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

#RANK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

#DATASYNC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

#CONTEXT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

#SECURITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

#RECURSIVE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

#ERROR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

24Setting up documents for drill analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

What is drill? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Setting your drill options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Available drill options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Start drill on the existing report or on a duplicate report . . . . . . . . . . . . . . . . . . . . . . . . 356

Being prompted if a drill action requires additional data . . . . . . . . . . . . . . . . . . . . . . . . 357

Synchronizing or not synchronizing drill on all blocks in the report . . . . . . . . . . . . . . . . . 357

Showing or hiding the Drill toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Building Reports Using the Web Intelligence Java Report Panel 11

Query drill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Setting your drill options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Making documents drillable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

Specifying the scope of analysis for a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

About drill paths and hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Beginning your drill session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364

Starting drill mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364

Drilling on dimensions in tables and sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Drilling down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Drilling up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Drilling by. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370

Choosing a drill path when more than one is possible . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

Retrieving more levels of data to the report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Drilling on measures in tables and sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

Synchronizing drill across multiple tables and charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378

Synchronizing the drill on all blocks in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378

Drilling on only the selected block in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379

Drilling on charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380

Drilling on dimensions via chart axes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380

Drilling on measures in charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

Limitations when drilling on measures on certain chart types . . . . . . . . . . . . . . . . . . . . . . . . 383

Drilling on axis legends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Using filters when you drill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

Using the Drill toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

Changing filter values during drill analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

Adding and removing filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387

Inserting the DrillFilters cell into your report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389

Saving reports with filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389

Refreshing data in a report with prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

Using query drill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391

When do you use query drill? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

Drilling with query drill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

Drilling down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

Drilling up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Query drill and the scope of analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Query drill and other reports based on the same data provider . . . . . . . . . . . . . . . . . . . 393

Query drill and drill snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Activating query drill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394

Ending Drill Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394

Ending your drill session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394

Saving your drilled results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394

Printing your report in drill mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

25Saving and deleting Web Intelligence documents . . . . . . . . . . . . . . . . . . . . . . 397

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397

Saving Web Intelligence documents to InfoView. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397

Deleting Web Intelligence documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398

Saving documents as Excel or PDF files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398

Saving Web Intelligence documents as Excel Spreadsheets. . . . . . . . . . . . . . . . . . . . . . . . . 399

Generating Web Intelligence documents to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399

26Linking documents with OpenDocument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

How OpenDocument works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

Using prompts to filter results in the opened document . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

Supported document types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

OpenDocument syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

OpenDocument parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

Further information on syntax and parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

URL encoding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Trailing spaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Case sensitivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Length limit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Prompts for OLAP Intelligence report targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Using the lsS parameter with OLAP Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Using the lsM parameter with OLAP Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

Sub-reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

27Printing Web Intelligence documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413

Printing the reports in documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413

How Web Intelligence organizes page breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

Printing reports in Web Intelligence documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417

Building Reports Using the Web Intelligence Java Report Panel 13

About Web Intelligence

How Web Intelligence performs business intelligence over the web

Web Intelligence provides business users an easy to use interactive and flexible user interface for building and analyzing reports on corporate data over the web, on secured intranets and extranets. The Web Intelligence software is installed by your administrator on a web server on your corporate network.

To use Web Intelligence from you local computer, you log into the business intelligence portal InfoView via your Internet browser. Then, depending on your security profile, you can interact with the reports in corporate documents or edit or build your own documents using a Web Intelligence report panel or query panel.

Interacting with Web Intelligence reports

Depending on your security profile and on how Web Intelligence is deployed across your organization, you can view, analyze, or enhance and modify the data displayed on reports.

Viewing and printing reports

Once logged into the business intelligence portal InfoView, you can access Web Intelligence documents and view reports. Onscreen navigation is made easy with page-to-page navigation buttons and a document map that allows you to jump from section to section or report to report.

Drilling results

The same document can provide the information adapted to each user due to prompts that request each user, who opens the document, to specify the data they want to return to the reports.

When you print reports, Web Intelligence automatically generates a copy of reports in Portable Document Format (PDF) format for optimum print quality.

Drilling on Web Intelligence reports in analyze the detailed data behind the displayed results. You can turn the report you are

Building Reports Using the Web Intelligence Java Report Panel 15

HTML or in Interactive format enables you to

viewing into a drillable report or drill on a duplicate of the original report to retain a version of the results before your drill analysis.

Once you have found the information you need, you can save a snapshot of the drilled report to share the results of your analysis with other Web Intelligence users, or save the document in Excel or Portable Document (PDF) format to print or email to other business contacts.

Performing on-report analysis

Viewing Web Intelligence reports in reports and fine-tune the data reports contain, to highlight the information that most interests you on demand.

Interactive view format enables you to enhance

On-Report Analysis is designed for:

• users who need to build data providers and then want to build reports

• report consumers who need to manipulate the reports created by others

With On-Report Analysis you can:

• view document metadata to understand the data behind reports and see how reports

are structured and filtered

• filter and sort results

• add new tables and charts

• add formulas and create variables

• format and change the layout of charts and tables

• slice and dice results by adding other data to charts and tables

Full information on how to use On-Report Analysis can be found in Performing On-Report Analysis with Web Intelligence.

About Web Intelligence16

Note: On-report analysis of Web Intelligence reports in Interactive view format is only

available, if your administrator has deployed Web Intelligence in JSP mode.

Creating and editing Web Intelligence documents

You can create or edit Web Intelligence documents using one of several tools:

• Java Report Panel

• Query – HTML

• HTML Report Panel

This section explains the differences between each tool.

Web Intelligence Java Report Panel

The Java Report Panel is designed for users who need more flexibility with designing report layout and defining formulas and variables. A graphical Formula Editor enables you to build formulas rapidly using drag-and-drop.

Note: The Web Intelligence Java Report Panel is available if your administrator has

deployed Web Intelligence in ASP mode and if your administrator has deployed Web Intelligence in JSP mode.

Web Intelligence Query – HTML

Designed for users requiring a pure HTML environment to build data providers, Web Intelligence Query – HTML offers the ability to define the data content of documents on multiple data sources. You can use Query – HTML to create new documents from scratch

Building Reports Using the Web Intelligence Java Report Panel 17

or edit the data providers in documents created using any of the other Web Intelligence tools.

Used together with On-Report Analysis, Query – HTML provides a complete solution for building data providers and designing powerful reports in a pure HTML environment. Once you have run the data providers to generate a standard report, you can leverage Web Intelligence On-Report Analysis features to format multiple reports, add formulas, and create variables.

About Web Intelligence18

Note: Web Intelligence Query – HTML and On-Report Analysis in Interactive view format

are only available, if your administrator has deployed Web Intelligence in JSP mode.

Web Intelligence HTML Report Panel

Designed for users who need to build basic reports, the HTML Report Panel provides query and report features in a simple wizard-like interface. Each document is based on a single data source and can contain multiple reports, displaying different subsets of information.

In addition, the HTML Report Panel is 508 compliant and can be customized for specialized deployments.

Note: The Web Intelligence HTML Report Panel is only available, if your administrator has

deployed Web Intelligence in JSP mode.

This guide tells you how to build reports using the Java Report Panel. For information on performing on-report analysis on Web Intelligence reports, see Performing On-Report Analysis with Web Intelligence. For information on using Web Intelligence Query – HTML, see Building data providers Using Web Intelligence Query – HTML. For information on using the Web Intelligence HTML Report Panel, see Building Reports Using the Web

Intelligence HTML Report Panel.

Building Reports Using the Web Intelligence Java Report Panel 19

About Web Intelligence20

Getting up and running

Overview

You access the Web Intelligence Java Report Panel via InfoView, the corporate business intelligence portal.

This chapter tells you how to:

•

• select the Java Report Panel as your Web Intelligence document editor

Logging in and out of InfoView

You access Web Intelligence by using your web browser to log into InfoView, the corporate business intelligence portal. Once you are in InfoView, you can analyze Web Intelligence reports and create or edit Web Intelligence documents.

This section tells you how to:

• log into InfoView

• log out of InfoView

Logging into InfoView

Before you can use InfoView and Web Intelligence you need the following information:

• a URL to the InfoView server

• the InfoView server name and port number

• your login and password

• your authentication, which controls the InfoView resources available to you

Note: Contact your administrator for this information, if necessary.

Logging into InfoView

To log into InfoView:

1. Launch your web browser.

2. Point your browser to the InfoView bookmark or URL.

The InfoView login page appears.

3. If the

System box is blank, type the name of the InfoView server followed by a colon

(:), and then type the port number.

Building Reports Using the Web Intelligence Java Report Panel 21

For example, if the name of the InfoView server is corpbusintell and the port number is

4200, then type: corpbusintell:4200

Your administrator can provide you with this system information.

4. In the

5. In the

6. In the

7. Click Log On.

Username box, type your user name. Password box, type your password. Authentication box, select the authentication provided to you by your

administrator.

The InfoView home page appears. To find out how to edit or create Web Intelligence documents, see ”Creating and

editing Web Intelligence documents” on page 25. To find out how to access Web

Intelligence documents, see the Performing On-Report Analysis with Web Intelligence guide.

Logging out of InfoView

When you finish using InfoView or Web Intelligence you need to log out, instead of simply closing your web browser.

Note: Before logging out of InfoView, verify that any documents you have open are

saved. For information on saving documents, see ”Saving Web Intelligence documents to

InfoView” on page 397.

Logging out of InfoView enables:

• you to save any user settings you modified during your InfoView session

• your administrator to track how many users are logged into the system at any given

time and to optimize InfoView and Web Intelligence to best serve the needs of yourself and other users

Logging out of InfoView

To log out of InfoView:

• Click the Logout button.

The login page appears. You are logged out of InfoView.

Selecting your Web Intelligence document editor

To edit or create documents using the Java Report Panel, you need to verify your Web Intelligence Document Preferences are set accordingly. Information on how to do this is provided below.

Getting up and running22

Note: If you are using Web Intelligence deployed in ASP mode, only the Java Report

Panel is available. It is therefore not necessary to select the Java Report Panel on the Web Intelligence Document Preferences page.

Note: Information on setting your options for viewing, analyzing, and interacting with

reports is provided in the Performing On-Report Analysis on Web Intelligence Reports guide, since these options do not affect how you use the Web Intelligence Java Report Panel.

Setting your Create/Edit options

To set your create/edit options:

1. Click the

2. Click the

The

3. In the

4. Click

Preferences button on the InfoView toolbar. Web Intelligence Document Preferences tab.

Web Intelligence Document Preferences page appears.

Select a report panel section, click Java Report Panel.

OK.

InfoView displays the page you were on previously. To find out how to create documents, see ”Creating new documents” on page 25. To

find out how to edit documents, see ”Editing existing documents” on page 26.

Building Reports Using the Web Intelligence Java Report Panel 23

Getting up and running24

Creating and editing Web Intelligence documents

Overview

You create and edit reports in Web Intelligence documents by launching a Web Intelligence report panel from InfoView. This guide tells you how to create and edit documents using the Java Report Panel.

This chapter tells you how to:

•

create new documents

• edit existing documents

• set your Java Report Panel options

Note: Before you can edit or create a Web Intelligence document using the Java Report

Panel, you need to verify that the Java Report Panel is selected on the

Document Preferences

Create/Edit options” on page 23.

page in InfoView. To find out how to do this, see ”Setting your

Web Intelligence

Creating new documents

You create Web Intelligence documents by selecting a universe in InfoView. Each universe maps to a database containing corporate business information. When you connect to a universe, Web Intelligence launches a report panel automatically. You use the report panel to define the data and the reports you want to include in the new document.

Note: Before you can edit or create a Web Intelligence document using the Java Report

Panel, you need to verify that the Java Report Panel is selected on the

Document Preferences

Create/Edit options” on page 23.

Selecting a universe and launching a report panel

To select a universe and launch a report panel:

1. On the InfoView Home page, click New Document.

Web Intelligence

page in InfoView. To find out how to do this, see ”Setting your

Building Reports Using the Web Intelligence Java Report Panel 25

2. Click the title of the universe on which you want to create a document.

The Web Intelligence report panel opens.

NOTE: The first time you use the Java Report Panel, Web Intelligence

automatically downloads a Java applet to your computer. If your computer is using Microsoft Windows 2000 as its operating system, you must be logged into your computer as Administrator to download the applet.

You define the data selection and the report structure for the new document using the Web Intelligence report panel selected on the

Preferences

Intelligence document editor” on page 22.

To see how to build documents using the Web Intelligence Java Report Panel, see ”Building basic data providers” on page 33.

page in InfoView. For more information, see ”Selecting your Web

Editing existing documents

You open and edit Web Intelligence documents from InfoView, the corporate business intelligence portal. If you have not already logged into InfoView, see ”Logging in and out

of InfoView” on page 21.

This icon indicates a universe

Web Intelligence Document

Note: Before you can edit or create a Web Intelligence document using the Java Report

Panel, you need to verify that the Java Report Panel is selected on the Web Intelligence Document Preferences page in InfoView. To find out how to do this, see ”Setting your

Create/Edit options” on page 23.

There are two ways to open a Web Intelligence document in edit mode:

• view the document first and then switch to Edit mode

• switch to edit mode directly without viewing the document contents first

Viewing a document and switching to Edit mode

To view a document and then switch to Edit mode:

1. Make sure you are logged into InfoView.

For full information, see ”Logging into InfoView” on page 21.

2. On the InfoView home page, navigate to the document you want to open.

You do this by clicking the folders in keyword or the title of the document in the

Creating and editing Web Intelligence documents26

My Folders or Public Folders, or by entering a

Search box on the InfoView home page.

The list of documents appears.

3. Click the document title.

4. If the document contains any prompts, you need to select the value(s) you want returned

to the document, and then click Run Query. The Java Report Panel launches and displays the document.

Editing a Web Intelligence document directly

To edit a Web Intelligence document directly:

1. Make sure you are logged into InfoView.

For full information, see ”Logging into InfoView” on page 21.

2. On the InfoView home page, navigate to the document you want to open.

You do this by clicking the folders in keyword or the title of the document in the

My Folders or Public Folders, or by entering a

Search box on the InfoView home page.

The list of documents appears.

3. Click

Modify below the document name.

Modify

4. If the document contains any prompts, you need to select the value(s) you want returned

to the document, and then click Run Query.

Building Reports Using the Web Intelligence Java Report Panel 27

The Java Report Panel launches and displays the reports in the document.

NOTE: To edit Web Intelligence documents using the Java Report Panel, the Java

Report Panel needs to be selected on the Web Intelligence Document Preferences page in InfoView. To find out how to do this, see ”Setting your Create/Edit options” on page 23.

Setting your Java Report Panel options

You can personalize the following display settings of the Web Intelligence Java Report Panel to help you position report elements on report pages:

• define the unit for measurement

• display a grid to help align page elements

• use snap to grid to reposition page elements accurately

• define grid spacing

Setting your Java Report Panel options

To set your Java Report Panel Options

1. Click the User Settings button in the Java Report Panel toolbar.

The

User Settings dialog box appears.

Creating and editing Web Intelligence documents28

2. Specify measurement settings for the document properties and define grid settings here.

3. Click OK.

Web Intelligence saves your new settings. The new settings are applied the next time you launch the Java Report Panel.

Java Report Panel interface tour

The Java Report Panel provides a rich interface for working with Web Intelligence documents.

You interact with documents in two ways:

• through toolbars

• through report tabs

This is what the the interface looks like:

Main toolbar Formatting toolbar

Pagination toolbar

Report tabs

Report toolbar (Docked in new position)

Configure View menu

Toggle Auto Hide icon

Set the object order on the Data tab by clicking here

Building Reports Using the Web Intelligence Java Report Panel 29

Toolbars

The following table describes the Java Report Panel toolbars:

Toolbar name Description

Main Used to save and print reports, to switch

between Query and Report view, to show/hide the other toolbars and to select default interface configurations.

Note: The Main toolbar is always visible

in Report View and Query View (when you are working in the Query Panel).

Formatting Used to set font styles and backgound

colors.

Reporting Used to work with reporting functionality

such as filters, alerters and ranking

Page Navigation Used to navigate through a report

You display and hide the toolbars by selecting/deselecting the Configure View > Toolbars > <toolbar name> option on the Main toolbar or right-clicking any of the toolbars and selecting/deselecting the toolbars on the menu that appears.

Report tabs

Creating and editing Web Intelligence documents30

You can drag toolbars and dock them in a new position just as you can with products such as Microsoft Word. For example, you can drag a toolbar from a horizontal position across the top of the interface to a vertical position along the left-hand side.

The Java Report Panel has four report tabs as described in the following table:

Name Description

Data Contains the objects (universe objects and variables)

available to be placed in a report.

You can order the objects either alphabetically or by query (if your report contains more than one query) by clicking the Arranged By arrow at the bottom of the tab and selecting the order type.

+ 396 hidden pages