SAP Business objects Enterprise XI 3.0 Building queries with Web Intelligence Query - HTML

Building queries with Web Intelligence Query - HTML
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; 6,831,668; 6,768,986; 6,772,409; 6,882,998; 7,139,766; 7,299,419; 7,194,465; 7,222,130; 7,181,440 and 7,181,435. Business Objects and the Business Objects logo, BusinessObjects, Business Objects Crystal Vision, Business Process On Demand, BusinessQuery, Crystal Analysis, Crystal Applications, Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Desktop Intelligence, Inxight, the Inxight Logo, LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Let there be light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in the United States and/or other countries of Business Objects and/or affiliated companies. All other names mentioned herein may be trademarks of their respective 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

Contents

About Web Intelligence 7Chapter 1
How Web Intelligence performs business intelligence over the web...........8
How Web Intelligence performs business intelligence offline......................8
Interacting with Web Intelligence reports.....................................................8
Creating and editing Web Intelligence documents....................................10
Accessing Web Intelligence from InfoView 13Chapter 2
To log in to InfoView...................................................................................14
To log out of InfoView................................................................................15
Web Intelligence InfoView options.............................................................15
Viewing and printing Web Intelligence reports.......................................9
Drilling on Web Intelligence reports........................................................9
Performing on-report analysis................................................................9
Web Intelligence Query - HTML...........................................................10
Web Intelligence Java Report Panel....................................................11
Web Intelligence Rich Client................................................................11
Web Intelligence HTML Report Panel..................................................11
Web Intelligence document creation and viewing options...................15
To set Web Intelligence drill options.....................................................18
Web Intelligence locale options............................................................20
Building and editing queries using Query - HTML 23Chapter 3
Creating, editing and saving documents...................................................24
To select a universe..............................................................................24
To edit a Web Intelligence document...................................................24
To save a document in Query - HTML.................................................24
Building queries with Web Intelligence Query - HTML 3
Contents
How universe objects map to data............................................................25
Classes and subclasses.......................................................................25
Dimension object..................................................................................25
Detail object..........................................................................................25
Measure object.....................................................................................26
To set query properties..............................................................................26
Web Intelligence query properties........................................................27
Working with queries 31Chapter 4
To build and run a query in Query- HTML query.......................................32
To rename a query in Query - HTML.........................................................32
Viewing the SQL generated by a query.....................................................33
To view and edit the generated SQL....................................................33
To interrupt a query....................................................................................34
To remove a query.....................................................................................34
Multiple queries..........................................................................................34
To add a query in Query - HTML...............................................................35
To duplicate a query...................................................................................35
Setting the scope of analysis 37Chapter 5
Scope of analysis.......................................................................................38
Levels of scope of analysis........................................................................38
To set the scope of analysis in Query - HTML...........................................39
Query contexts 41Chapter 6
What is an ambiguous query?...................................................................42
What is a context?.....................................................................................42
Choosing a context when you run a query................................................43
To choose a context when you run a query..........................................43
4 Building queries with Web Intelligence Query - HTML
Contents
Filtering data using query filters in Query - HTML 45Chapter 7
Query filters defined...................................................................................46
Query filters and report filters compared...................................................47
Types of query filter...................................................................................47
Predefined query filters........................................................................48
Custom query filters.............................................................................48
Query filter and prompt operators........................................................49
Combining query filters.........................................................................52
Filtering queries with the Keydate variable................................................55
To set the keydate for a single query in the query panel......................56
To set the keydate for multiple queries in the query panel ..................56
Filtering data using prompts in Query - HTML 57Chapter 8
What is a prompt?......................................................................................58
Merged prompts...................................................................................59
Cascading prompts....................................................................................59
Hierarchical lists of values.........................................................................60
Query filter and prompt operators..............................................................60
Equal To operator.................................................................................60
Not Equal To operator..........................................................................60
Different From operator........................................................................60
Greater Than operator..........................................................................61
Greater Than Or Equal To operator......................................................61
Less Than operator..............................................................................61
Less Than Or Equal To operator..........................................................61
Between operator.................................................................................61
Not Between operator..........................................................................62
In List operator.....................................................................................62
Not In List operator...............................................................................62
Building queries with Web Intelligence Query - HTML 5
Contents
Matches Pattern operator.....................................................................62
Different From Pattern operator...........................................................63
Both operator........................................................................................63
Except operator....................................................................................63
To create a prompt in Query - HTML.........................................................64
Defining how prompts display..............................................................64
To remove a prompt...................................................................................65
Combining prompts....................................................................................65
Combining prompts with query filters...................................................66
To change the order of prompts in Query - HTML.....................................66
Get More Help 67Appendix A
Index 71
6 Building queries with Web Intelligence Query - HTML

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.
8 Building queries with Web Intelligence Query - HTML
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.
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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 queries with Web Intelligence Query - HTML 9
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 10
Web Intelligence Java Report Panel on page 11
Web Intelligence Rich Client on page 11
Web Intelligence HTML Report Panel on page 11

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.
10 Building queries with Web Intelligence Query - HTML
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 queries with Web Intelligence Query - HTML 11
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.
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Accessing Web Intelligence from InfoView

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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.
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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 queries with Web Intelligence Query - HTML 15
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:
16 Building queries with Web Intelligence Query - HTML
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.
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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 queries with Web Intelligence Query - HTML 17
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.
Building queries with Web Intelligence Query - HTML 19
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
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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 22.
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
DescriptionLocale
2
Preferred viewing locale
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 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.
The locale in which you choose to view documents
You can permanently associate the current document locale with a document. For more information, see To permanently associate a locale with a document on page 22.
The GetContentLocale() Web Intelligence function returns the document locale.
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.
Building queries with Web Intelligence Query - HTML 21
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
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.
The current document locale is associated permanently with the document and overrides the product locale and the preferred viewing locale.
22 Building queries with Web Intelligence Query - HTML

Building and editing queries using Query - HTML

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