SAP Business objects Enterprise XI 3.0 Building reports using the Java Report Panel
Building reports using the Java
Report Panel
BusinessObjects Enterprise XI 3.0
Copyright
© 2008 Business Objects. All rights reserved. Business Objects owns the following
U.S. patents, which may cover products that are offered and licensed by Business
Objects: 5,555,403; 5,857,205; 6,289,352; 6,247,008; 6,490,593; 6,578,027;
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Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in
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owners.
Third-party
Contributors
Business Objects products in this release may contain redistributions of software
licensed from third-party contributors. Some of these individual components may
also be available under alternative licenses. A partial listing of third-party
contributors that have requested or permitted acknowledgments, as well as required
notices, can be found at: http://www.businessobjects.com/thirdparty
2008-02-06
Contents
About Web Intelligence 17Chapter 1
How Web Intelligence performs business intelligence over the web.........18
How Web Intelligence performs business intelligence offline....................18
Interacting with Web Intelligence reports...................................................18
Creating and editing Web Intelligence documents....................................20
Accessing Web Intelligence from InfoView 23Chapter 2
To log in to InfoView...................................................................................24
To log out of InfoView................................................................................25
Web Intelligence InfoView options.............................................................25
Viewing and printing Web Intelligence reports.....................................19
Drilling on Web Intelligence reports......................................................19
Performing on-report analysis..............................................................19
Web Intelligence Query - HTML...........................................................20
Web Intelligence Java Report Panel....................................................21
Web Intelligence Rich Client................................................................21
Web Intelligence HTML Report Panel..................................................21
Web Intelligence document creation and viewing options...................25
To set Web Intelligence drill options.....................................................28
Web Intelligence locale options............................................................30
Building and editing queries in the Java Report Panel 33Chapter 3
Creating, editing and saving documents...................................................34
To select a universe..............................................................................34
To edit a Web Intelligence document...................................................34
How universe objects map to data............................................................35
Building reports using the Java Report Panel 3
Contents
Classes and subclasses.......................................................................35
Dimension object..................................................................................35
Detail object..........................................................................................35
Measure object.....................................................................................36
Building and using queries........................................................................36
To build and run a query in the Java Report Panel..............................36
To set query properties.........................................................................37
To interrupt a query..............................................................................38
To remove a query................................................................................38
To duplicate a query.............................................................................39
Multiple queries....................................................................................39
Controlling access to queries....................................................................40
Allow other users to edit all data providers query property..................40
Controlling how queries retrieve data........................................................40
Max retrieval time query property.........................................................40
Max rows retrieved query property.......................................................40
Retrieve duplicate rows query property................................................41
Setting the scope of analysis.....................................................................41
Scope of analysis.................................................................................41
Levels of scope of analysis..................................................................42
To set the scope of analysis.................................................................43
Query contexts...........................................................................................43
What is an ambiguous query?..............................................................43
What is a context?................................................................................44
Choosing a context when you run a query...........................................44
Defining how contexts are used...........................................................45
Using combined queries 47Chapter 4
Combined queries defined.........................................................................48
Types of combined query...........................................................................48
What can you do with combined queries?.................................................49
4 Building reports using the Java Report Panel
Contents
How does Web Intelligence generate combined queries?........................50
To build a combined query.........................................................................50
Combined query structure.........................................................................51
To return a list of years and reservation years based on the number of
guests...................................................................................................51
Combined query precedence....................................................................52
Multiple combined queries....................................................................53
To set the order of precedence of combined queries in the Java Report
Panel....................................................................................................54
Filtering queries 55Chapter 5
Query filters defined...................................................................................56
Query filters and report filters compared...................................................57
Types of query filter...................................................................................57
Predefined query filters........................................................................58
Quick filters...........................................................................................58
Custom query filters.............................................................................59
Query filter and prompt operators........................................................60
Combining query filters.........................................................................63
Filtering data with subqueries 67Chapter 6
What is a subquery?..................................................................................68
What can you do with subqueries?............................................................68
How do subqueries work?.........................................................................68
To build a subquery....................................................................................68
To find out which customers bought a service that had previously been
reserved in Q1 of 2003, and how much revenue have they generated.70
Subquery parameters................................................................................70
Ranking data using database ranking 73Chapter 7
What is database ranking?........................................................................74
Building reports using the Java Report Panel 5
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Database ranking parameters...................................................................74
To create a database ranking....................................................................76
To create a report that returns the top 10 employees based on salary,
and calculated by department..............................................................77
Filtering data using prompts 79Chapter 8
What is a prompt?......................................................................................80
Merged prompts...................................................................................81
Cascading prompts....................................................................................81
Hierarchical lists of values.........................................................................82
Query filter and prompt operators..............................................................82
Equal To operator.................................................................................82
Not Equal To operator..........................................................................82
Different From operator........................................................................82
Greater Than operator..........................................................................83
Greater Than Or Equal To operator......................................................83
Less Than operator..............................................................................83
Less Than Or Equal To operator..........................................................83
Between operator.................................................................................83
Not Between operator..........................................................................84
In List operator.....................................................................................84
Not In List operator...............................................................................84
Matches Pattern operator.....................................................................84
Different From Pattern operator...........................................................85
Both operator........................................................................................85
Except operator....................................................................................85
To create a prompt.....................................................................................86
To remove a prompt...................................................................................86
Defining how prompts display....................................................................87
Combining prompts....................................................................................88
Combining prompts with query filters...................................................88
6 Building reports using the Java Report Panel
Contents
To change the order of prompts.................................................................88
Merging prompts........................................................................................89
The Java Report Panel reporting interface 91Chapter 9
Web Intelligence viewing modes 95Chapter 10
To switch between viewing modes............................................................96
Draft mode............................................................................................96
Page mode...........................................................................................96
PDF mode............................................................................................96
Quick Display mode.............................................................................97
To select Enhanced Viewing mode......................................................98
Using alerters to highlight results 99Chapter 11
Creating, using and removing alerters.....................................................100
Alerters defined..................................................................................100
Using formulas to create advanced alerters............................................104
To create an alerter containing a formula...........................................106
To use a formula to generate cell contents........................................106
Merging dimensions from multiple data providers 107Chapter 12
Merged dimensions defined....................................................................108
When to merge dimensions.....................................................................108
Choosing which dimensions to merge.....................................................108
Merged dimension example....................................................................109
Forcing merged calculations with the ForceMerge function....................111
Creating, editing and deleting merged dimensions.................................113
To merge dimensions.........................................................................113
To merge dimensions automatically...................................................114
To edit a merged dimension...............................................................114
Building reports using the Java Report Panel 7
Contents
To delete a merged dimension...........................................................115
Understanding the effects of merged dimensions...................................115
Synchronizing data providers with different aggregation levels.........115
Detail objects and merged dimensions..............................................116
Filtering merged dimensions..............................................................118
Drilling on merged dimensions...........................................................120
Extending the values returned by merged dimensions......................120
Ranking data in Web Intelligence reports 123Chapter 13
Ranking data............................................................................................124
Rankings and sorts..................................................................................124
Tied rankings...........................................................................................125
Ranking parameters................................................................................127
Example of a ranking..........................................................................129
Ranking and data order...........................................................................130
Ranking workflows...................................................................................130
To create a ranking.............................................................................130
Ranking examples...................................................................................131
Tracking changes in data 137Chapter 14
Tracking changes in your data.................................................................138
Types of data change..............................................................................138
Data tracking modes................................................................................139
Automatic data tracking mode............................................................139
Manual data tracking mode................................................................139
To activate data tracking..........................................................................139
To change the reference data..................................................................140
Displaying changed data.........................................................................140
To display or hide changed data........................................................140
Configuring the appearance of changed data....................................140
8 Building reports using the Java Report Panel
Contents
How changed data is displayed in blocks..........................................141
How changed data is displayed in reports with merged dimensions...143
How changed data is displayed in sections.......................................144
How changed data is displayed in blocks with breaks.......................147
How changed data is displayed in charts...........................................147
Data tracking limitations...........................................................................147
Data tracking and drill.........................................................................148
Using the Web Intelligence formula language to track changed data.....148
The RefValue function........................................................................148
The RefValueDate function................................................................149
Building formulas using the RefValue function...................................149
Changed data and the calculation context..............................................150
Using sections, breaks and sorts 153Chapter 15
Using sections to group data...................................................................154
Grouping information with sections....................................................154
Sections in Structure View.................................................................156
Creating and removing sections and subsections..............................157
Section properties..............................................................................159
To set the page layout for a section...................................................160
Using breaks............................................................................................160
Breaks defined...................................................................................160
Breaks compared to sections.............................................................161
Default sort order in breaks................................................................161
To insert a break.................................................................................161
To prioritize breaks.............................................................................162
To define display properties of a break..............................................162
To remove a break..............................................................................164
Using sorts to organize data....................................................................164
Sorting the results displayed on reports.............................................164
To apply an ascending or descending sort.........................................165
Building reports using the Java Report Panel 9
Contents
To apply a custom sort.......................................................................165
To prioritize multiple sorts...................................................................166
Calculations, formulas and variables 167Chapter 16
Calculations, formulas and variables.......................................................168
Working with standard calculations.........................................................168
To insert a standard calculation in a table or crosstab.......................168
To remove a standard calculation......................................................169
Working with formulas.............................................................................169
The Formula toolbar...........................................................................169
Working with variables.............................................................................171
To create a variable using the Create Variable dialog box.................171
To create a variable using the Variable Editor....................................171
To edit a variable................................................................................172
To delete a variable............................................................................172
Filtering reports 173Chapter 17
Report filters defined................................................................................174
Query filters and report filters compared.................................................174
Report filter operators..............................................................................175
Equal To operator...............................................................................175
Not Equal To operator........................................................................175
Different From operator......................................................................175
Greater Than operator........................................................................175
Greater Than Or Equal To operator...................................................175
Less Than operator............................................................................176
Less Than Or Equal To operator........................................................176
Between operator...............................................................................176
Not Between operator........................................................................176
In List operator...................................................................................177
10 Building reports using the Java Report Panel
Contents
Not In List operator.............................................................................177
Is Null operator...................................................................................177
Is Not Null operator............................................................................177
Creating, editing and deleting report filters..............................................178
To create a report filter using the Quick Filter option..........................178
To create a report filter using the Filter Editor....................................178
To combine multiple filters on a report...............................................179
To view the filters on a report.............................................................179
To edit a report filter............................................................................179
To delete a report filter........................................................................180
Drilling on report data 181Chapter 18
What is drill?............................................................................................182
Scope of analysis...............................................................................183
To set the scope of analysis...............................................................185
Drill paths and hierarchies..................................................................185
To switch to drill mode.............................................................................186
Retrieving more levels of data to the report.............................................187
To drill out of the scope of analysis....................................................187
To choose a drill path when more than one is available..........................188
Drilling on dimensions in tables and sections..........................................188
Drilling down.......................................................................................189
Drilling up...........................................................................................191
Drilling by............................................................................................191
Drilling on measures in tables and sections............................................194
To drill down on a measure value.......................................................194
To drill up on a measure value...........................................................194
Synchronizing drill across multiple tables and charts..............................195
Drilling on charts......................................................................................195
Drilling on dimensions via chart axes.................................................196
Drilling on measures in charts............................................................197
Building reports using the Java Report Panel 11
Contents
Drilling on axis legends......................................................................199
Using filters when you drill.......................................................................199
To change a filter value on the Drill toolbar........................................200
To add or remove a drill filter .............................................................200
Saving reports with drill filters..................................................................200
Refreshing data in a drilled report with prompts......................................201
Drilling with query drill..............................................................................201
Query drill defined..............................................................................201
Displaying data in tables 205Chapter 19
Tables in Web Intelligence.......................................................................206
Table types in Web Intelligence...............................................................206
Vertical table.......................................................................................206
Horizontal table..................................................................................207
Crosstab.............................................................................................207
Forms.................................................................................................208
Structure View and Results View.............................................................209
Creating, editing and removing tables.....................................................209
To create a table by dragging objects onto a report...........................209
To create a table by selecting a template...........................................210
To duplicate a table............................................................................211
To apply a different template to a table by using drag and drop........211
To apply a different template to a table with Turn To..........................212
To add rows or columns to tables using drag and drop......................212
To add table rows or columns using the Insert row or column toolbar
menu..................................................................................................213
To remove table rows or columns......................................................213
To move a row or column...................................................................213
To swap a row or column....................................................................213
To replace a row or column................................................................214
To clear cell contents from a table......................................................214
12 Building reports using the Java Report Panel
Contents
To remove a table...............................................................................214
Modifying tables to create crosstabs.......................................................215
To create a crosstab by adding an object to a vertical or horizontal
table....................................................................................................215
To create a crosstab by moving a column or row...............................215
Formatting tables and table cells.............................................................215
To select a background color for the table.........................................215
To define alternate row and column colors for a table........................216
To select or remove a table skin.........................................................216
To insert an image in a table..............................................................217
To format table borders......................................................................217
To format text in table cells.................................................................218
To set cell height and width................................................................218
To copy formatting using the Format Painter.....................................219
To set the position of a table or chart on the report page...................220
To layer tables and cells.....................................................................220
Determining how tables display data.......................................................221
Showing or hiding empty tables, rows or columns.............................221
Aggregating duplicate rows................................................................221
To show or hide headers and footers.................................................222
To start tables on a new report page..................................................222
To display object names in headers on crosstabs..............................222
To avoid page breaks in tables...........................................................222
To repeat table headers or footers on report pages...........................222
Copying tables.........................................................................................223
To copy a table...................................................................................223
To copy a table as text........................................................................223
Displaying data in free-standing cells 225Chapter 20
Free-standing cells defined.....................................................................226
To insert a blank cell on a report..............................................................226
Building reports using the Java Report Panel 13
Contents
To copy a free-standing cell.....................................................................227
To copy a free-standing cell to another application as text......................227
To format a free-standing cell..................................................................227
Displaying data in charts 229Chapter 21
Creating charts........................................................................................230
Chart types in Web Intelligence...............................................................230
Bar charts...........................................................................................230
Line charts..........................................................................................231
Area charts.........................................................................................231
Pie charts...........................................................................................232
Radar, polar and scatter charts..........................................................232
3D charts............................................................................................233
2D charts............................................................................................233
Adding, copying and removing charts.....................................................234
To add a chart to a report...................................................................234
To copy a chart...................................................................................235
To remove a chart...............................................................................235
Changing the chart type...........................................................................235
To change the chart type by using drag and drop..............................235
To change the chart type by using TurnTo.........................................236
Positioning and sizing charts...................................................................236
To set the position of a table or chart on the report page...................236
To position a chart in relation to another chart or table......................237
To resize a chart.................................................................................237
Formatting charts.....................................................................................238
To insert and format a chart title.........................................................238
To display a chart with a 3D look........................................................238
To add background colors to a chart..................................................238
To modify chart borders......................................................................238
To select and format chart floors and walls........................................239
14 Building reports using the Java Report Panel
Contents
To show and format axis legends.......................................................239
To avoid page breaks in charts..........................................................240
To show axis labels on pie charts.......................................................240
To format axis label text, borders, and background...........................240
To show, hide or format the axes grid................................................240
Displaying and formatting chart data..................................................241
Formatting numbers and dates 245Chapter 22
Predefined and custom formats...............................................................246
Predefined formats.............................................................................246
Custom formats..................................................................................247
Working with documents 253Chapter 23
Saving documents...................................................................................254
To save a new Web Intelligence document in InfoView.....................254
To save a Web Intelligence document as an Excel spreadsheet.......254
To save a Web Intelligence document as a PDF file..........................255
To delete a Web Intelligence document from InfoView............................255
Editing document properties....................................................................255
To display document properties.........................................................257
Printing Web Intelligence documents......................................................257
To print a report from the Java Report Panel.....................................258
Get More Help 259Appendix A
Index 263
Building reports using the Java Report Panel 15
Contents
16 Building reports using the Java Report Panel
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.
18 Building reports using the Java Report Panel
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:
Building reports using the Java Report Panel 19
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 20
•
Web Intelligence Java Report Panel on page 21
•
Web Intelligence Rich Client on page 21
•
Web Intelligence HTML Report Panel on page 21
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.
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.
20 Building reports using the Java Report Panel
Creating and editing Web Intelligence documents
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
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.
About Web Intelligence
1
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.
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
Building reports using the Java Report Panel 21
About Web Intelligence
1
Creating and editing Web Intelligence documents
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.
22 Building reports using the Java Report Panel
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.
24 Building reports using the Java Report Panel
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.
Building reports using the Java Report Panel 25
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 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
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.
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:
26 Building reports using the Java Report Panel
HTML
Interactive
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
DescriptionView format
Use HTML format when you 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.
Interactive view format is only available
if your administrator has deployed Web
Intelligence in JSP mode.
2
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.
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
Building reports using the Java Report Panel 27
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
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.
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.
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Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
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.
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.
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You need permission from your administrator to drill out of the scope of
analysis during a drill session.
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.
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Accessing Web Intelligence from InfoView
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Web Intelligence InfoView options
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:
Product locale
Document locale
30 Building reports using the Java Report Panel
DescriptionLocale
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. For more information, see To permanently associate
a locale with a document on page 32.
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