SAP Business objects Enterprise XI 3.0 Performing on-report analysis with Web Intelligence
Performing on-report analysis with
Web Intelligence
BusinessObjects Enterprise XI 3.0
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2008-09-03
Contents
About Web Intelligence 13Chapter 1
How Web Intelligence performs business intelligence over the web.........14
How Web Intelligence performs business intelligence offline....................14
Interacting with Web Intelligence reports...................................................14
Creating and editing Web Intelligence documents....................................16
Accessing Web Intelligence from InfoView 19Chapter 2
To log in to InfoView...................................................................................20
To log out of InfoView................................................................................21
Web Intelligence InfoView options.............................................................21
Viewing and printing Web Intelligence reports.....................................15
Drilling on Web Intelligence reports......................................................15
Performing on-report analysis..............................................................15
Web Intelligence Query - HTML...........................................................16
Web Intelligence Java Report Panel....................................................17
Web Intelligence Rich Client................................................................17
Web Intelligence HTML Report Panel..................................................18
Web Intelligence document creation and viewing options...................21
To set Web Intelligence drill options.....................................................24
Web Intelligence locale options............................................................26
Web Intelligence viewing modes 31Chapter 3
To switch between viewing modes............................................................32
Draft mode............................................................................................32
Page mode...........................................................................................32
PDF mode............................................................................................32
Performing on-report analysis with Web Intelligence 3
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Quick Display mode.............................................................................33
To select Enhanced Viewing mode......................................................35
Working with reports 37Chapter 4
Organizing reports.....................................................................................38
To insert a new report...........................................................................38
To duplicate a report.............................................................................38
To move a report..................................................................................38
To delete a report.................................................................................39
To rename a report ..............................................................................39
Defining the page layout of reports............................................................39
To set report margins............................................................................39
To set the page orientation of reports...................................................39
To select the report paper size.............................................................40
To include report page headers and footers.........................................40
To include report page numbers...........................................................40
To add and format a report title............................................................41
To include cells with predefined or custom formulas in reports............42
Including images in reports........................................................................42
To select an image to display on a report background.........................42
To insert an image in a free-standing cell in a report...........................43
Answering prompts....................................................................................44
To enter values to answer a prompt.....................................................44
To enter dates to answer a prompt.......................................................45
Merging dimensions from multiple data providers 47Chapter 5
Merged dimensions defined......................................................................48
When to merge dimensions.......................................................................48
Choosing which dimensions to merge.......................................................48
Creating, editing and deleting merged dimensions...................................49
4 Performing on-report analysis with Web Intelligence
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To merge dimensions in Web Intelligence............................................49
To merge dimensions automatically in Web Intelligence......................49
To edit a merged dimension in Web Intelligence..................................50
To delete a merged dimension in Web Intelligence..............................50
Understanding the effects of merged dimensions.....................................50
Synchronizing data providers with different aggregation levels...........51
Detail objects and merged dimensions................................................52
Incompatible objects and merged dimensions.....................................54
Filtering merged dimensions................................................................55
Drilling on merged dimensions.............................................................57
Filtering reports 59Chapter 6
Report filters defined..................................................................................60
Types of report filter..............................................................................60
Query filters and report filters compared...................................................61
Report filter operators................................................................................61
Equal To operator.................................................................................61
Not Equal To operator..........................................................................61
Different From operator........................................................................61
Greater Than operator..........................................................................62
Greater Than Or Equal To operator......................................................62
Less Than operator..............................................................................62
Less Than Or Equal To operator..........................................................62
Between operator.................................................................................62
Not Between operator..........................................................................63
In List operator.....................................................................................63
Not In List operator...............................................................................63
Is Null operator.....................................................................................63
Is Not Null operator..............................................................................64
Creating, editing and deleting report filters................................................64
To create a report filter in Web Intelligence..........................................64
Performing on-report analysis with Web Intelligence 5
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To view the report filters in a Web Intelligence report...........................64
To edit a report filter in a Web Intelligence report.................................65
To edit one dimension in a report filter in Web Intelligence..................65
To delete a report filter in Web Intelligence..........................................65
To create simple report filters...............................................................66
Combining and nesting report filters..........................................................67
The AND and OR operators.................................................................67
To combine report filters in Web Intelligence........................................67
To nest report filters in Web Intelligence..............................................68
To change the order of nested report filters in Web Intelligence..........69
Drilling on report data 71Chapter 7
What is drill?..............................................................................................72
Scope of analysis.................................................................................73
Drill paths and hierarchies....................................................................75
To start and end drill mode in Web Intelligence.........................................76
Retrieving more levels of data to the report...............................................76
To drill out of the scope of analysis......................................................76
To choose a drill path when more than one is available............................77
Drilling on dimensions in tables and sections............................................78
Drilling down.........................................................................................78
Drilling up.............................................................................................80
Drilling by..............................................................................................81
Drilling on measures in tables and sections..............................................83
To drill down on a measure value.........................................................83
To drill up on a measure value.............................................................84
Synchronizing drill across multiple tables and charts................................84
Drilling on charts........................................................................................85
Drilling on dimensions via chart axes...................................................85
Drilling on measures in charts..............................................................86
Drilling on axis legends........................................................................89
6 Performing on-report analysis with Web Intelligence
Contents
Using filters when you drill.........................................................................89
To change a filter value on the Drill toolbar..........................................90
To add or remove a drill filter ...............................................................90
Saving reports with drill filters....................................................................91
Refreshing data in a drilled report with prompts........................................91
Drilling with query drill................................................................................91
Query drill defined................................................................................91
Drilling down with query drill.................................................................93
Drilling up with query drill.....................................................................93
Query drill and drill snapshots..............................................................94
Query drill and other reports based on the same data provider...........94
Displaying data in tables 95Chapter 8
Tables in Web Intelligence.........................................................................96
Table types in Web Intelligence.................................................................96
Vertical table.........................................................................................96
Horizontal table....................................................................................97
Crosstab...............................................................................................97
Forms...................................................................................................98
Creating, editing and removing tables.......................................................99
To insert a table....................................................................................99
To name a table..................................................................................100
To change the table type using Turn To.............................................100
To change the table type using drag and drop...................................100
To move columns in a table................................................................100
To remove a column from a table.......................................................101
To remove a row from a table.............................................................101
To add a column to a table.................................................................101
To add a row to a table.......................................................................101
To move columns in a crosstab..........................................................102
To add objects to a table....................................................................102
Performing on-report analysis with Web Intelligence 7
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To clear table or cell contents.............................................................102
To remove a table...............................................................................102
Formatting tables and table cells.............................................................103
To copy formatting using the Format Painter.....................................103
To set cell height and width................................................................103
To format text in table cells.................................................................104
To align cell values.............................................................................105
To merge cells....................................................................................105
To format numbers and dates.............................................................105
To align a table or cell on a report page.............................................105
To format table borders......................................................................106
To set the cell background color.........................................................106
To insert an image in a table..............................................................107
To display a skin in a table.................................................................107
To layer tables and cells.....................................................................107
Determining how tables display data.......................................................108
Showing or hiding empty tables, rows or columns.............................108
Aggregating duplicate rows................................................................109
To avoid page breaks in tables...........................................................109
To view, activate and deactivate alerters............................................109
To filter data in a table........................................................................110
Using sections to group data 111Chapter 9
Grouping information with sections.........................................................112
Creating and removing sections and subsections...................................114
To create a section from a table cell in Web Intelligence...................114
To add a section based on object available in the document in Web
Intelligences.......................................................................................115
Creating subsections in Web Intelligence..........................................115
To include sections in the Navigation Map.........................................115
To remove a section in Web Intelligence............................................116
8 Performing on-report analysis with Web Intelligence
Contents
Formatting sections.................................................................................116
To select a background color for a section in Web Intelligence.........116
To display an image on a section background in Web Intelligence.....117
To display a skin on a section background in Web Intelligence.........118
To set the page layout for a section in Web Intelligence....................119
Displaying data in free-standing cells 121Chapter 10
Free-standing cells defined.....................................................................122
To insert a free-standing cell in Web Intelligence....................................123
Displaying data in charts 125Chapter 11
Creating charts........................................................................................126
Chart types in Web Intelligence...............................................................126
Bar charts...........................................................................................126
Line charts..........................................................................................127
Area charts.........................................................................................127
Pie charts...........................................................................................128
Radar, polar and scatter charts..........................................................128
3D charts............................................................................................129
2D charts............................................................................................129
Adding, copying and removing charts.....................................................130
To insert a blank chart and allocate data to the axes.........................130
To duplicate a chart............................................................................131
To turn a table into a chart..................................................................131
To remove a chart from a report.........................................................131
To name a chart..................................................................................131
Positioning charts....................................................................................132
To position a chart on the report page................................................132
Changing the chart type...........................................................................132
To change the chart type using TurnTo..............................................132
Performing on-report analysis with Web Intelligence 9
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To change the chart type using drag and drop...................................132
Formatting charts.....................................................................................133
To select a 2D or 3D look for a chart..................................................133
To show, format or hide axis labels....................................................133
To show, format or hide the axis grid..................................................133
To select the data color......................................................................134
To show values on pie charts as percentages...................................134
To select the style and color of a chart border...................................134
To remove the border of a chart.........................................................135
To select the background color of a chart..........................................135
To show or hide chart walls and floors...............................................135
To insert and format a chart title.........................................................136
To set the page layout of charts.........................................................136
To show, hide, position and format chart legends..............................136
Displaying and formatting chart data..................................................137
Linking to other documents 141Chapter 12
Linking to other documents.....................................................................142
Cell text defined as a hyperlink..........................................................142
A hyperlink associated with a cell......................................................143
A link to another document in the CMS..............................................145
Working with hyperlinks...........................................................................150
To link to another document from a hyperlink....................................150
To edit a hyperlink..............................................................................151
To delete a hyperlink..........................................................................151
Formatting hyperlink colors................................................................151
URL Reporting using openDocument .....................................................152
Structuring an openDocument URL ..................................................152
openDocument parameter overview .................................................155
Contextual report linking ....................................................................173
10 Performing on-report analysis with Web Intelligence
Contents
Working with documents 177Chapter 13
To create a Web Intelligence document from InfoView............................178
To delete a Web Intelligence document from InfoView............................178
Saving documents...................................................................................178
To save a new Web Intelligence document in InfoView.....................178
To save a Web Intelligence document as a PDF file..........................179
To save a Web Intelligence document as an Excel spreadsheet.......179
To save a Web Intelligence document as a CSV file..........................180
Automatic saving and recovery..........................................................181
Printing Web Intelligence documents......................................................183
To print a Web Intelligence report.......................................................184
Web Intelligence document properties....................................................184
To view and set Web Intelligence document properties.....................186
Get More Help 187Appendix A
Index 191
Performing on-report analysis with Web Intelligence 11
Contents
12 Performing on-report analysis with Web Intelligence
About Web Intelligence
1
About Web Intelligence
1
How Web Intelligence performs business intelligence over the web
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 your 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.
How Web Intelligence performs business intelligence offline
Web Intelligence can be used offline as Web Intelligence Rich Client, a
standalone Microsoft Windows application, equivalent to the Java Report
Panel, that you can install on your computer. Web Intelligence Rich Client
lets you continue to work with Web Intelligence (WID) documents when you
are unable to connect to a CMS, when you want to perform calculations
locally rather than on the server, and when you want to work with Web
Intelligence documents without installing a CMS or application server.
Web Intelligence Rich Client can also be used when connected to a CMS.
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.
14 Performing on-report analysis with Web Intelligence
About Web Intelligence
Interacting with Web Intelligence reports
Viewing and printing Web Intelligence 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.
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
Drilling on Web Intelligence reports enables you to analyze the detailed data
behind the displayed results. You can turn the report you are 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.
1
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 Interactive view format enables you to
enhance reports and fine-tune the data reports contain, to highlight the
information that most interests you on demand.
On-Report Analysis is designed for:
• users who need to build queries and then want to build reports
• report consumers who need to manipulate the reports created by others
With On-Report Analysis you can:
Performing on-report analysis with Web Intelligence 15
About Web Intelligence
1
Creating and editing Web Intelligence documents
• 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
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 several tools:
•
Web Intelligence Query - HTML on page 16
•
Web Intelligence Java Report Panel on page 17
•
Web Intelligence Rich Client on page 17
•
Web Intelligence HTML Report Panel on page 18
Web Intelligence Query - HTML
Designed for users requiring a pure HTML environment to build queries,
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 or edit the queries 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 queries and designing powerful reports in a pure HTML
environment. Once you have run the queries to generate a standard report,
you can leverage Web Intelligence On-Report Analysis features to format
multiple reports, add formulas, and create variables.
16 Performing on-report analysis with Web Intelligence
Creating and editing Web Intelligence documents
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 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 Rich Client
About Web Intelligence
1
Web Intelligence Rich Client is a locally installed Microsoft Windows
application that lets you work with Web Intelligence (WID) documents that
are stored locally or in a CMS.
When working without a CMS connection you can work on your local machine
with either CMS-secured or unsecured documents.
Web Intelligence Rich Client is based on the Web Intelligence Java Report
Panel and provides equivalent document creation, editing, formatting, printing
and saving capabilities.
There are a number of reasons for using Web Intelligence Rich Client to
work with WID documents:
• You want to work with Web Intelligence documents but you are unable
to connect to a CMS (while traveling, for example).
• You want to improve calculation performance: Web Intelligence Rich
Client performs calculations locally, rather than on the server, and local
calculations can perform better than server calculations.
• You want to work with Web Intelligence documents without installing a
CMS or application server.
Performing on-report analysis with Web Intelligence 17
About Web Intelligence
1
Creating and editing Web Intelligence documents
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.
18 Performing on-report analysis with Web Intelligence
Accessing Web Intelligence from InfoView
2
Accessing Web Intelligence from InfoView
2
To log in to InfoView
You access Web Intelligence reports and set global Web Intelligence options
from InfoView, the corporate business intelligence portal.
To log in to 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
Contact your adminstrator for these details if you do not already know them.
Note:
By default the InfoView server name and authentification method are not
displayed on the InfoView logon page. You need to supply this information
only if your administrator has made these options visible.
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 and enhance Web Intelligence reports.
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.
4. In the Username box, type your user name.
5. In the Password box, type your password.
6. In the Authentication box, select the authentication provided to you by
your administrator.
7. Click Log On.
The InfoView home page appears.
20 Performing on-report analysis with Web Intelligence
Accessing Web Intelligence from InfoView
To log out of InfoView
To log out of InfoView
When you finish using InfoView or Web Intelligence you need to log out,
instead of simply closing your web browser.
Logging out of InfoView ensures that any preferences you modified during
your InfoView session are saved. It also lets your administrator track how
many users are logged into the system at any given time and thus optimize
InfoView and Web Intelligence performance.
• Click Log Out.
The login page appears. You are logged out of InfoView
Web Intelligence InfoView options
Web Intelligence document creation and viewing options
2
You can set your Web Intelligence options to determine how you create,
view and interact with documents using Web Intelligence.
You create documents using a query editor to build the query to retrieve the
document data. After the query returns the data to the document, you can
view and interact with the data.
Performing on-report analysis with Web Intelligence 21
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
Advanced
DescriptionDocument creation option
You create documents using the
Java Report Panel, a Java applet
than launches in your Web browser.
The Java Report Panel is a combined query building, report editing
and data analysis environment. If
you choose Advanced as your
document creation option, you also
use the Java Report Panel for
working with the data returned by
the query. The Select a default
view format option is not taken into
account.
The Java Report Panel provides
the richest feature set of all Web
Intelligence query building, report
editing and data analysis environments.
Interactive
Desktop
Web Accessibility
22 Performing on-report analysis with Web Intelligence
You build queries using Query HTML, an HTML-based query editor.
You build queries, edit reports and
analyze data using Web Intelligence Rich Client, a standalone
version of the Java Report Panel
that runs outside your web browser.
You create documents using the
HTML Report Panel, a 508-compliant
query-building and report-viewing
environment.
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
You can use the following view formats to view and interact with existing
Web Intelligence documents, or documents that you have just created using
a query editor:
DescriptionView format
Use Web (HTML) format when you
Web
Interactive
want to open reports, answer prompts,
navigate reports, and/or perform drill
analysis.
Use Interactive format when you
want to apply filters, sorts, calculations, modify formatting and data
displayed on tables and charts,
and/or perform drill analysis.
Use Interactive format if you are using Query – HTML to define queries,
and you want to format reports based
on those queries and add formulas
and variables.
2
Interactive view format is only available if your administrator has deployed Web Intelligence in JSP
mode.
PDF
Use PDF mode when you want to view
static reports.
To select the Web Intelligence query editor
1. Click the Preferences button on the InfoView toolbar.
2. Click Web Intelligence Preferences to display the Web Intelligence
options.
3. Select the query editor beneath Select a default creation/editing tool.
4. Click OK.
Performing on-report analysis with Web Intelligence 23
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
To select the Web Intelligence view format
You can select different view formats for Web Intelligence documents
depending on how you want to interact with the information displayed on the
reports. You select your Web Intelligence view options in InfoView. When
you modify your view options, the new settings are implemented the next
time you open a Web Intelligence document.
1. Click the Preferences button on the InfoView toolbar.
2. Click Web Intelligence Preferences to display the Web Intelligence
options.
3. In the Select a view format section, select the view format.
To select a default universe for new documents
1. Click Preferences on the Infoview toolbar.
2. ClickWeb Intelligence Preferences to display the Web Intelligence
options.
3. Click Browse beneath Select a default universe and browse to the
universe you want to select as the default.
To set Web Intelligence drill options
Drilling on reports lets you look deeper into data to discover the details behind
a good or bad summary result displayed on a table, chart, or section. Before
you begin a drill session, you can set your drill options in InfoView to specify
how reports will change each time you drill.
1. Click Preferences on the Infoview toolbar.
2. Click Web Intelligence Preferences to display the Web Intelligence
options.
3. Select the drill options under Drill options and Start drill session.
24 Performing on-report analysis with Web Intelligence
Hide drill toolbar option
When you drill on a value displayed on a report, the Drill toolbar appears
and displays the value on which you drilled. The value displayed on the
toolbar filters the results displayed on the drilled report.
For example, if you drill on year 2001, the results displayed on the drilled
table are Q1, Q2, Q3, and Q4 for year 2001. This means that the quarterly
values you drilled to are filtered by 2001.
Note:
If the drilled report includes dimensions from multiple queries, a ToolTip
appears when you rest your cursor on the value displayed on the filter. The
ToolTip displays the name of the query and the dimension for the value.
The Drill toolbar allows you to select alternative values on the same level,
in order to filter the results differently. For example, if you use the Drill toolbar
illustrated above to select “2002,? the results displayed on the drilled table
would be Q1, Q2, Q3, and Q4 for year 2002.
You can opt to hide the Drill toolbar when you start drill mode. The Drill
toolbar is only useful if you want to select filters during your drill session.
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
2
Prompt when drill requires additional data option
When you drill the results displayed on a Web Intelligence report, you may
want to drill to higher- or lower-level information that isn’t included in the
scope of analysis for the document. When this is the case, Web Intelligence
needs to run a new query to retrieve the additional data from the data source.
Since queries on large selections of data may take a long time to be
completed, you can choose to be prompted with a message every time a
new query is necessary. The prompt message asks you whether you want
to run the additional query or not. In addition, the prompt lets you apply filters
to the extra dimensions you include in the new query. This means you can
restrict the size of the query to only the data necessary for your analysis.
You need permission from your administrator to drill out of the scope of
analysis during a drill session.
Performing on-report analysis with Web Intelligence 25
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
Synchronize drill on report blocks option
When you select the Sychronize drill on all report blocks option, the display
of all blocks changes to correspond with your drill actions. For example, if
you drill down on a block from year to quarter, and your report also contains
a chart showing data by year, the chart display also changes to display data
by quarter.
If you do not select the option, only the drilled block changes in response to
drill actions.
Start drill session option
The Start drill session option controls how Web Intelligence behaves when
you start drill mode.
Start drill session on existing report option
When you select Start drill session on existing report, the current report
becomes drillable when you start drill mode. When you end drill mode, the
report displays the drilled values.
Start drill session on a duplicate report option
When you select Start drill on a duplicate report, Web Intelligence creates
a duplicate of the current report when you start drill mode, and you drill on
the duplicate. This allows you to compare the results of the original report
with the results you discover during your drill analysis.
Web Intelligence locale options
The locale determines how a Web Intelligence document displays data. It
affects, for example, the formatting of numbers and the default sort order.
Three locale settings combine to determine how Web Intelligence displays
data:
26 Performing on-report analysis with Web Intelligence
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
DescriptionLocale
2
Product locale
Document locale
Preferred viewing locale
Related Topics
• To permanently associate a locale with a document on page 28
The product locale
The product locale is the locale that InfoView uses by default. You set the
product locale in the Infoview General preferences.
To set the product locale
1. Click Preferences on the main InfoView toolbar.
2. Click General to display the general options.
3. Select the product locale from the Product locale list.
The locale in which InfoView displays
data by default.
The locale associated with a particular
Web Intelligence document. When you
save a document, the document locale
becomes the current product locale or
the preferred viewing locale.
You can permanently associate a locale with a document.
The locale in which you choose to view
documents
The document locale
The document locale is the locale associated with a particular document. By
default, the document takes the product locale when you save a document,
or the preferred viewing locale if this is different from the product locale and
your settings give the preferred viewing locale priority. The document retains
this locale until the next time it is saved, when it again takes either the product
locale or the preferred viewing locale.
Performing on-report analysis with Web Intelligence 27
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
Note:
The GetContentLocale Web Intelligence function returns the document
locale.
Related Topics
• To permanently associate a locale with a document on page 28
To display data using the document locale
1. Click Web Intelligence Preferences to display the Web Intelligence
options.
2. Click Use the document locale to format the data beneath When
viewing a document.
The preferred viewing locale
The preferred viewing locale is the locale that you choose to dislay data. The
preferred viewing locale overrides the product locale if it is different from the
product locale and your settings give the preferred viewing locale priority.
To set the preferred viewing locale
1. Click Preferences on the main InfoView toolbar.
2. Click General to display the general options.
3. Select the preferred viewing locale from the Preferred viewing locale
list.
4. Click Web Intelligence Preferences to display the Web Intelligence
options.
5. If you want data to be formatted using the preferred viewing locale, click
Use my Preferred Viewing Locale to format the data beneath When
viewing a document.
To permanently associate a locale with a document
1. In Web Intelligence Interactive, select Document > Properties from the
menu to display the" Document Properties" dialog box.
2. Select Permanent regional formatting.
3. Save the document.
28 Performing on-report analysis with Web Intelligence
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
The current document locale is associated permanently with the document
and overrides the product locale and the preferred viewing locale.
2
Performing on-report analysis with Web Intelligence 29
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
2
30 Performing on-report analysis with Web Intelligence
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