SAP Business objects Enterprise XI 3.1 Building reports using the Web Intelligence HTML Report Panel

Building reports using the Web Intelligence HTML Report Panel

BusinessObjects Enterprise XI 3.0

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2008-09-03

About Web Intelligence 11Chapter 1

How Web Intelligence performs business intelligence over the web.........12

How Web Intelligence performs business intelligence offline....................12

Interacting with Web Intelligence reports...................................................12

Creating and editing Web Intelligence documents....................................14

Accessing Web Intelligence from InfoView 17Chapter 2

To log in to InfoView...................................................................................18

To log out of InfoView................................................................................19

Web Intelligence InfoView options.............................................................19

Viewing and printing Web Intelligence reports.....................................13

Drilling on Web Intelligence reports......................................................13

Performing on-report analysis..............................................................13

Web Intelligence Query - HTML...........................................................14

Web Intelligence Java Report Panel....................................................15

Web Intelligence Rich Client................................................................15

Web Intelligence HTML Report Panel..................................................16

Web Intelligence document creation and viewing options...................19

To set Web Intelligence drill options.....................................................22

Web Intelligence locale options............................................................24

Creating and editing documents 29Chapter 3

To build and run a query in the HTML Report Panel.................................30

To edit a Web Intelligence document with the HTML Report Panel..........30

Building reports using the Web Intelligence HTML Report Panel 3

Contents

Building and editing queries 33Chapter 4

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

Classes and subclasses.......................................................................35

Dimension object..................................................................................35

Detail object..........................................................................................35

Measure object.....................................................................................36

Building queries.........................................................................................36

To build and run a query in the HTML Report Panel............................36

To add objects to a query in the HTML Report Panel..........................37

To remove objects from a query in the HTML Report Panel................37

To set query properties in the HTML Report Panel..............................37

Controllling how queries retrieve data.......................................................38

Max retrieval time query property.........................................................38

Max rows retrieved query property.......................................................38

Retrieve duplicate rows query property................................................39

Setting the scope of analysis.....................................................................39

Scope of analysis.................................................................................39

Levels of scope of analysis..................................................................40

To set the scope of analysis in the HTML Report Panel......................41

Query contexts...........................................................................................41

What is an ambiguous query?..............................................................41

What is a context?................................................................................41

To choose a context when you run a query..........................................42

Choosing a context when you run a query...........................................42

Reset contexts on refresh query property............................................42

Using queries.............................................................................................43

To run a query......................................................................................43

4 Building reports using the Web Intelligence HTML Report Panel

Contents

To interrupt a query..............................................................................44

To remove a query................................................................................44

Table types in Web Intelligence 45Chapter 5

Vertical table..............................................................................................46

Horizontal table..........................................................................................46

Crosstab....................................................................................................47

Forms.........................................................................................................48

Allocating data to tables 49Chapter 6

To select a table or chart template.............................................................50

To add an object to a table.........................................................................51

To remove an object from a table..............................................................52

To reposition an object on a table..............................................................52

To reorder the columns or rows on a table................................................53

Chart types in Web Intelligence 55Chapter 7

Bar charts..................................................................................................56

Line charts.................................................................................................56

Area charts................................................................................................56

Pie charts...................................................................................................57

Radar, polar and scatter charts.................................................................57

3D charts...................................................................................................58

2D charts...................................................................................................59

Allocating data to charts 61Chapter 8

To add objects to chart axes......................................................................62

To remove an object from a chart axis.......................................................62

To reposition objects on a chart axis.........................................................63

Building reports using the Web Intelligence HTML Report Panel 5

Contents

Grouping information with sections 65Chapter 9

To create a section on a report..................................................................68

To create a subsection on a report............................................................68

To remove a section from a report.............................................................69

To change the order of sections on a report..............................................70

Multi-report documents 73Chapter 10

To insert a report........................................................................................74

To duplicate a report..................................................................................75

To rename a report....................................................................................75

To move a report........................................................................................76

To delete a report.......................................................................................77

Saving documents 79Chapter 11

To save Web Intelligence documents in InfoView......................................80

To save updates to a document that has already been saved..................80

To save a document with a new name or to a new category.....................81

Sorting the results displayed on reports 83Chapter 12

Sorting data in tables 85Chapter 13

To sort values on a table............................................................................87

To prioritize multiple sorts on a table.........................................................88

Applying sorts to sections 91Chapter 14

To sort values in a section.........................................................................92

6 Building reports using the Web Intelligence HTML Report Panel

Contents

Breaks 93Chapter 15

Breaks defined...........................................................................................94

Breaks compared to sections....................................................................94

Default sort order in breaks.......................................................................94

To insert a break........................................................................................95

Break properties........................................................................................95

To set break properties.........................................................................96

Using standard calculations in reports 97Chapter 16

Standard calculations................................................................................98

To insert or remove a calculation...............................................................99

The Result Preview pane 101Chapter 17

Defining page size, orientation and margins 105Chapter 18

To select the paper size...........................................................................106

To select the page orientation..................................................................106

To set margins.........................................................................................107

Displaying report titles 109Chapter 19

To display the report title..........................................................................110

Aligning tables and charts on the report page 111Chapter 20

To position a block on a report.................................................................112

Formatting sections 113Chapter 21

To format a section..................................................................................114

To format a section cell............................................................................114

Building reports using the Web Intelligence HTML Report Panel 7

Contents

To set the page layout for a section.........................................................115

Formatting page headers and footers 117Chapter 22

To display or hide a header or footer.......................................................118

To specify cell contents for headers and footers.....................................118

To set the height and background color of headers and footers..............119

To format a page header or footer cell.....................................................119

Formatting hyperlinks 121Chapter 23

To format hyperlinks.................................................................................122

Formatting vertical and horizontal tables 123Chapter 24

Formatting options for vertical and horizontal tables...............................124

To format a table......................................................................................124

Formatting crosstabs 125Chapter 25

Formatting options for crosstabs.............................................................126

To format a crosstab...........................................................................126

To display headers in a crosstab........................................................127

To center column values on a crosstab header..................................127

Formatting forms......................................................................................128

Formatting options for forms..............................................................128

Formatting charts in the HTML Report Panel 131Chapter 26

Formatting options available for charts....................................................132

Formatting options for 2D bar charts..................................................132

Formatting options for 3D charts........................................................133

Formatting options for pie charts........................................................133

Personalizing chart formats.....................................................................134

8 Building reports using the Web Intelligence HTML Report Panel

Contents

Chart formatting options.....................................................................134

Formatting chart axes.........................................................................140

Keyboard shortcuts for accessibility in the HTML Report Panel 145Chapter 27

Configuring JAWS...................................................................................146

Logging in and selecting the HTML Report Panel as your document

editor........................................................................................................146

To log in to InfoView...........................................................................146

To select the HTML Report Panel as your document editor...............147

Creating and editing Web Intelligence documents..................................148

To create a new Web Intelligence document......................................148

To edit a Web Intelligence document.................................................148

Navigating the HTML Report Panel frames.............................................149

Overview of the browser window frames...........................................149

Navigating between the report panel tabs..........................................152

Selecting a tab....................................................................................152

Using the Back and Next buttons to navigate between tabs..............153

Navigating the Query tab....................................................................153

Navigating the Properties tab.............................................................158

Navigating the Format tab..................................................................162

Logging out.........................................................................................164

Third party shortcuts................................................................................164

Get More Help 165Appendix A

Index 169

Building reports using the Web Intelligence HTML Report Panel 9

Contents

10 Building reports using the Web Intelligence HTML Report Panel

About Web Intelligence

How Web Intelligence performs business intelligence over the web

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

To use Web Intelligence from 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.

12 Building reports using the Web Intelligence HTML 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.

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 Web Intelligence HTML Report Panel 13

About Web Intelligence

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 14

•

Web Intelligence Java Report Panel on page 15

•

Web Intelligence Rich Client on page 15

•

Web Intelligence HTML Report Panel on page 16

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.

14 Building reports using the Web Intelligence HTML Report Panel

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

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.

Building reports using the Web Intelligence HTML Report Panel 15

About Web Intelligence

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.

16 Building reports using the Web Intelligence HTML Report Panel

Accessing Web Intelligence from InfoView

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.

18 Building reports using the Web Intelligence HTML Report Panel

Accessing Web Intelligence from 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

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 Web Intelligence HTML Report Panel 19

Accessing Web Intelligence from InfoView

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

20 Building reports using the Web Intelligence HTML Report Panel

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.

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.

Building reports using the Web Intelligence HTML Report Panel 21

Accessing Web Intelligence from InfoView

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.

22 Building reports using the Web Intelligence HTML Report Panel

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

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.

Building reports using the Web Intelligence HTML Report Panel 23

Accessing Web Intelligence from InfoView

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:

24 Building reports using the Web Intelligence HTML Report Panel

Accessing Web Intelligence from InfoView

Web Intelligence InfoView options

DescriptionLocale

Product locale

Document locale

Preferred viewing locale

Related Topics

• To permanently associate a locale with a document on page 26

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.

Building reports using the Web Intelligence HTML Report Panel 25

Accessing Web Intelligence from InfoView

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 26

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.

26 Building reports using the Web Intelligence HTML Report Panel

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.

Building reports using the Web Intelligence HTML Report Panel 27

Accessing Web Intelligence from InfoView

Web Intelligence InfoView options

28 Building reports using the Web Intelligence HTML Report Panel

Creating and editing documents

To build and run a query in the HTML Report Panel

1. Click the + sign next to a class folder in the Universe Objects pane.

The class expands to show the objects that belong to the class.

2. Double-click an object in the Universe Objects pane; or Drag an object

from the Universe Objects pane and drop it onto the Result Objects pane; or select an object on the Universe Objects pane, then click >>.

3. Repeat the previous step for every object you want to include in the query.

4. The next step depends on whether you want to generate a default

formatted report immediately to view the results or whether you want to design the document structure now and then generate the results with your personalized formatting.

DescriptionOption

Click Run.

Click the Report tab at the top of the HTML Report Panel, specify the structure of the document, and then click Run.

Do this to display the results corresponding to the query definition in a vertical table, containing data for all of the objects included on the query.

Do this to select a specific table or chart template for the data or insert additional reports and then allocate a sub-set of the query data to each report.

To edit a Web Intelligence document with the HTML Report Panel

Depending on your security profile, you can edit how results appear on report tables and charts or edit the queries that make up the data definition of documents.

1. Make sure you are logged into InfoView.

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

30 Building reports using the Web Intelligence HTML Report Panel

Creating and editing documents

To edit a Web Intelligence document with the HTML Report Panel

You do this by clicking the folders in My Folders or Public Folders, or by entering a keyword or the title of the document in the Search box on the InfoView home page.

3. Click Modify below the document name.

The document opens in the HTML Report Panel, as selected on your

Web Intelligence Document Preferences page in InfoView.

Related Topics

• To select the Web Intelligence query editor on page 21

Building reports using the Web Intelligence HTML Report Panel 31

Creating and editing documents

To edit a Web Intelligence document with the HTML Report Panel

32 Building reports using the Web Intelligence HTML Report Panel

Building and editing queries

Creating, editing and saving documents

You create Web Intelligence documents by first selecting a universe in InfoView. Each universe maps to a database containing corporate business information. When you connect to a universe, Web Intelligence automatically launches the document editor selected on the Web Intelligence Document Preferences page in InfoView.

After you have selected a universe, you use the objects in the universe to build a query to return data from the database to your Web Intelligence document.

After creating a document you can save it to the InfoView repository.

To select a universe

1. On the InfoView Home page, click the arrow next to New on the top

toolbar.

2. Click Web Intelligence Document.

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

Your selected query editor opens and displays the objects in the universe.

To edit a Web Intelligence document

1. Navigate to the document you want to open on the InfoView home page.

2. Click Actions > Modify.

The document opens in the Web Intelligence document editor you selected in the InfoView preferences.

34 Building reports using the Web Intelligence HTML Report Panel

Building and editing queries

How universe objects map to data

Classes and subclasses

Objects are grouped into folders called classes. Each class can also contain one or more subclasses. Subclasses contain objects that are a further subcategory of the objects in the upper level of the class.

The role of classes is to organize the objects into logical groups. When you create queries on the universe, classes help you to find the objects that represent the information that you want to use in a query.

Dimension object

A dimension object represents data that provides the basis for analysis in a report. Dimension objects typically retrieve character-type data, for example; customer names, resort names, or dates.

Dimension objects appear as follows in the Web Intelligence query panel:

Detail object

A detail obect provides descriptive data about a dimension. A detail is always attached to the dimension for which it provides additional information. For example, [Age] is a detail object that is associated with the (Customer] dimension.

Detail objects appear as follows in the Web Intelligence query panel:

Building reports using the Web Intelligence HTML Report Panel 35

Building and editing queries

Building queries

Measure object

The measure object retrieves numeric data that is the result of calculations on data in the database. For example, [Revenue] is the calculation of the number of items sold multiplied by item price. Measure objects are often located in a Measures class.

Measure objects appear as follows in the Web Intelligence query panel:

There are two types of measure:

• classic measures - calculated by Web Intelligence

• smart measures - calculated by the database on which the universe is

based

In certain situations, smart measures impact the way in which Web Intelligence displays calculations. For more information on smart measures, see the Using Functions, Formulas and Calculations in Web Intelligence guide.

Building queries

To build and run a query in the HTML Report Panel

1. Click the + sign next to a class folder in the Universe Objects pane.

The class expands to show the objects that belong to the class.

2. Double-click an object in the Universe Objects pane; or Drag an object

from the Universe Objects pane and drop it onto the Result Objects pane; or select an object on the Universe Objects pane, then click >>.

3. Repeat the previous step for every object you want to include in the query.

36 Building reports using the Web Intelligence HTML Report Panel

Building and editing queries

Building queries

4. The next step depends on whether you want to generate a default

formatted report immediately to view the results or whether you want to design the document structure now and then generate the results with your personalized formatting.

DescriptionOption

Click Run.

Click the Report tab at the top of the HTML Report Panel, specify the structure of the document, and then click Run.

Do this to display the results corresponding to the query definition in a vertical table, containing data for all of the objects included on the query.

Do this to select a specific table or chart template for the data or insert additional reports and then allocate a sub-set of the query data to each report.

To add objects to a query in the HTML Report Panel

You must be on the Query tab of the HTML Report Panel.

1. Click + next to a class folder or double-click a class folder.

2. Double-click an object in the class you expanded or drag the object to

the Result Objects pane or select the object then click >>.

To remove objects from a query in the HTML Report Panel

You must be on the Query tab of the HTML Report Panel.

• Drag the object from the Result Objects pane and drop it onto the

Universe Objects pane or select the object then click <<.

To set query properties in the HTML Report Panel

1. On the Query tab, click the Expand Properties Zone button.

The query properties options appear.

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Building and editing queries

Controllling how queries retrieve data

2. Set the properties.

Controllling how queries retrieve data

Max retrieval time query property

Maximum time that a query can run before the query is stopped. This can be useful when a query is taking too long due to an excess of data, or network problems. You can set a time limit so a query can stop within a reasonable time.

Max rows retrieved query property

The Max rows retrieved query property determines the maximum number of rows of data that are displayed when a query is run. If you only need a certain amount of data, you can set this value to limit the number of rows of data in your document.

Max rows retrieved does not operate at the database level. If you set Max rows retrieved to 1000, and your query returns 5000 rows, Web Intelligence

initially retrieves all 5000 rows, before discarding 4000 and retaining only the first 1000 rows.

The Sample result set query property also applies a restriction on the number of rows in the query, but at the database level. If you set Max rows retrieved to 2000 and Sample result set to 1000, the query retrieves a maximum of 1000 rows only.

This setting can be overridden by the limits set by your administrator in your security profile. For example, if you set the Max rows retrieved setting to 400 rows, but your security profile limits you to 200 rows, only 200 rows of data will be retrieved when you run the query.

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Retrieve duplicate rows query property

In a database, the same data may be repeated over many rows. You can choose to have these repeated rows returned in a query, or to have only unique rows returned.

Setting the scope of analysis

Scope of analysis

The scope of analysis for a query is extra data that you can retrieve from the database to give more details on the results returned by each of the objects in a query. This extra data does not appear in the initial result report, but it remains available in the data cube, so you can pull this data in to the report to allow you to access more detail at any time. This process of refining the data to lower levels of detail is called drilling down on an object.

Building and editing queries

Setting the scope of analysis

In the universe, the scope of analysis corresponds to the hierarchical levels below the object selected for a query. For example, a scope of analysis of one level down for the object Year, would include the object Quarter, which appears immediately under Year.

You can set this level when you build a query. It allows objects lower down the hierarchy to be included in the query, without them appearing in the Results Objects pane. The hierarchies in a universe allow you to choose your scope of analysis, and correspondingly the level of drill available.

In the Java Report Panel and in Web Intelligence Rich Client, you can also create a custom scope of analysis by selecting specific dimensions for the

Scope of Analysis pane.

Note:

You cannot set the scope of analysis when working in query drill mode because this drill mode causes Web Intelligence to modify the scope dynamically in response to drill actions.

Building reports using the Web Intelligence HTML Report Panel 39

Building and editing queries

Setting the scope of analysis

Levels of scope of analysis

You can set the following levels for scope of analysis:

None

• One level down

• Two levels down

• Three levels down

Custom

DescriptionLevel

Only the objects that appear in the Results Objects pane are included in the query.

For each object in the Result Objects pane, one, two, or three objects lower down the hierarchy tree are included in the query. The data from these objects is stored in the cube until you add them to the document.

Note:

This option is available in the Java Report Panel and in Web Intelligence Rich Client only.

Including a scope of analysis in a document increases the document size significantly. This is because the data necessary for the scope you specify is saved with the document, even though it is not visible in the reports unless you start drill mode and drill down to the data to display the corresponding values.

In order to minimize the size of documents and optimize performance, we recommend that you only include a scope of analysis in documents where you are certain that users will need to drill.

We suggest the following method because it will be easier for you to set the scope of analysis seeing the hierarchy of the classes and objects.

All objects added manually to the Scope of Analysis panel are included in the query.

40 Building reports using the Web Intelligence HTML Report Panel

Building and editing queries

Query contexts

To set the scope of analysis in the HTML Report Panel

1. On the Query tab, click the arrow next to the Scope of Analysis

drop-down list box.

2. Select a level for the scope of analysis.

Query contexts

What is an ambiguous query?

An ambiguous query is a query that contains one or more objects that can potentially return two different types of information.

In a universe, certain dimensions may have values that are used for two different purposes in the database. For example, the [Country] dimension in the query below can return two types of information:

• Customers and the country in which they spent their vacation.

• Customers and the country for which they have made their reservation.

The role that Country plays in this query is ambiguous. A country can be either the country where a vacation was sold, or a country where a vacation is reserved. One is existing information (sales), and the other is future information (reservations).

To avoid ambiguities in a query, the universe designer identifies the different ways that objects can be used in the universe, and implements restrictions on how these objects can be combined. These restrictions are called contexts.

What is a context?

A context is a defined group of objects that share a common business purpose. This business purpose is usually the type of information that these related objects represent. For example, a sales context is a grouping of all the objects that can be used to create sales queries. A reservations context

Building reports using the Web Intelligence HTML Report Panel 41

Building and editing queries

Query contexts

is a grouping of all the objects that can be used in reservation queries. Contexts are defined in a universe by the universe designer.

You can combine any object within the same context to create a query. You can also combine objects in different contexts. If you use an object that is common to both contexts, Web Intelligence will try to determine the context that best fits the other objects in the query.

If it cannot determine a context, you are prompted to choose the context that you want to apply to the query.

To choose a context when you run a query

1. Run the query containing multiple contexts.

The "Select a Context" dialog box appears.

2. Select the context in the "Select a Context" dialog box.

Choosing a context when you run a query

When you create a query or refresh a report, you may be asked to choose a context before the query can run. Contexts are set up in a universe to avoid ambiguous queries.

To choose a context when you run a query

1. Run the query containing multiple contexts.

The "Select a Context" dialog box appears.

2. Select the context in the "Select a Context" dialog box.

Reset contexts on refresh query property

When selected, you are prompted to choose a context each time a query requiring a context is run. When unselected, Web Intelligence retains the context specified the first time you run the query.

42 Building reports using the Web Intelligence HTML Report Panel

Building and editing queries

Using queries

To reset contexts on query refresh in the HTML Report Panel

1. On the Query tab, click the Expand Properties Zone button.

The query properties options appear.

2. Select Reset contexts on refresh.

Using queries

To run a query

1. Select the report objects.

2. Define the scope of analysis

3. Define query filters.

4. Set query properties.

5. Click Run.

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Building and editing queries

Using queries

To interrupt a query

When you interrupt a query, only partial data is returned to the document. The values displayed in the document do not accurately reflect the definition in the query.

1. On the "Waiting - Refresh Data" dialog box, click Cancel.

The "Interrupt Data Retrieval" dialog box appears.

2. Click OK.

To remove a query

1. Select a the query you want to remove by right-clicking the appropriate

Query tab.

2. Click Remove.

44 Building reports using the Web Intelligence HTML Report Panel

Table types in Web Intelligence

Vertical table

A Web Intelligence report displays results in a block. You can format the block as a specific type of table.

Vertical table

Vertical tables display header cells at the top of the table and the corresponding data in columns. By default, the header cells display the names of the dimensions, details, and measures included in the table. The body cells display the corresponding values.

Horizontal table

Horizontal tables display header cells at the left of the table and the corresponding data in rows. By default, the header cells display the names of the dimensions, details, and measures included in the table. The body cells display the corresponding values.

46 Building reports using the Web Intelligence HTML Report Panel

Crosstab

Table types in Web Intelligence

Crosstab

Crosstabs display values for dimensions across the top axis and on the left axis. The body displays the values of a measure that correspond to the cross-section of the dimensions. For example, this crosstab displays values for [Quarter] across the top axis and displays values for [State] on the left axis. The body displays values that [Sales Revenue] for each quarter in each state.

You can include multiple dimensions in crosstabs. For example, this crosstab displays two dimensions. The values for the [Sales Revenue] measure are values each state by quarter for each line.

When you create crosstabs that include a dimension(s) in the body, the body cell values are calculated according to a multi-dimensional data model. The values displayed in the body are calculated according to all of the coordinates on the table axes, whether or not there is a row for the specific coordinate in the SQL result.

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Table types in Web Intelligence

Forms

Forms are useful in your report if you want to display detailed information per customer, product, or partner. For example, a form is a useful way of displaying individual customer records with information such as the customer account, name, address, and so on.

Forms are also useful for formatting address labels for envelopes.

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Allocating data to tables

To select a table or chart template

By default, when you define the query for a new document, Web Intelligence displays the results on a new report in a vertical table. You can select a different table or chart template before you run a new query to view the results. You can also modify an existing report by applying a different table or chart template.

To select a table or chart template

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. In the Report Definition pane, click the drop-down arrow next to the list

box.

The available templates are listed.

3. Select the template you want.

If you select a chart, a second list box opens with each chart sub-type related to the chart type you chose in the original list box. Click the chart sub-type you want to display in the report.

4. Click Apply.

Depending on the template you selected, one or more fields appear in the Report Definition pane.

the following field(s) appear...If you select a...

columnshorizontal table

rowsvertical table

columns, rows, and a bodycrosstab

rowsform

X-axis, Y-axis2D chart

3D chart

50 Building reports using the Web Intelligence HTML Report Panel

X-axis, Y-axis, and optionally a ZAxis

Allocating data to tables

To add an object to a table

the following field(s) appear...If you select a...

X-axis, Y-axispie chart

radar chart

Once you have selected a template, you need to allocate each object to he rows and columns of a table or to the different axes of a chart.

X-axis, Y-axis, and optionally a ZAxis

To add an object to a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

The name of the selected report appears in the Current report drop-down list box.

The objects included in the document are listed in the Result Objects pane. The selected report may contain some or all of the objects in the document.

2. Leave the displayed report selected, or Select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

3. Drag an object from the Result Objects pane and drop the object onto

the Column, Row, Body, or Section of your choice, or click the radio button at the top of a Column, Row, or Body pane, and then in the Result

Objects pane either double-click the object you want to add or click the >> button.

The object appears in the selected area on the table

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

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Allocating data to tables

To remove an object from a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

The name of the selected report appears in the Current report drop-down list box.

The objects included in the document are listed in the Result Objects pane. The selected report may contain some or all of the objects in the document.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The objects included in the table appear positioned in the different areas of the report.

3. Drag an object from the Column, Row, or Body pane you want to modify,

and then drop the object onto the Result Objects pane, or click the radio button at the top of a Column, Row, or Body pane, and then in the Result Objects pane either click the << button or Delete.

The object is removed from the table.

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

To reposition an object on a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

52 Building reports using the Web Intelligence HTML Report Panel

Allocating data to tables

To reorder the columns or rows on a table

The objects included in the report appear in the different areas of the table.

3. Drag an object from the Column, Row, or Body pane you want to move

it from, and then drop the object onto the Column, Row, or Body pane where you want to move it.

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

To reorder the columns or rows on a table

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The objects included in the report appear in the different areas of the table.

3. In a Column, Row, or Body pane, drag the object you want to move

above or below another object in the pane, or click the radio button next to the Column, Row, or Body pane that contains the objects you want to reorder.

4. Click the object you want to move, then click an arrow located to the right

of the selected pane.

If an a...

vertical table

Building reports using the Web Intelligence HTML Report Panel 53

you want to move an object...

to a column before another object,

to a column after another object,

then click...

the Move Left arrow.

the Move Right arrow.

Allocating data to tables

To reorder the columns or rows on a table

If an a...

horizontal table

crosstab

you want to move an object...

to a row above another object,

to a row below another object,

to a column before another object,

to a column after another object,

to a row above another object,

to a row below another object,

in the body before another object,

in the body after another object,

then click...

the Move Up arrow.

the Move Down arrow.

the Move Up arrow.

the Move Down arrow

the Move Left arrow.

the Move Right arrow.

the Move Left arrow.

the Move Right arrow.

The objects appear in the new order.

5. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

54 Building reports using the Web Intelligence HTML Report Panel

Chart types in Web Intelligence

Bar charts

A Web Intelligence report displays results in a block. You can format the block as a specific type of chart.

Bar charts

Bar charts display data in bar form, either vertically or horizontally. Bar charts are useful if you want to compare similar groups of data; for example one time period to another. There are five types of bar charts: grouped, bar and line, stacked, percent, and 3D.

2D bar charts include the optional Z-Axis. Including data on the Z-Axis enables you to show an additional break down of the results displayed on the chart bars.

3D bar charts do not include an axis legend. You can clearly see what information is displayed on the chart bars by looking at the axis labels.

Line charts

Line charts connect specific data values with lines, either horizontally or vertically. Line charts are useful if you want to show trends or changes in data over time. There are five types of line charts: mixed, stacked, percent, 3D, and 3D surface.

Area charts

Area charts are line charts in which the area between the lines and axis are filled in. Area charts are useful if you want to emphasize the size of the total data in a report, as opposed to the changes in the data. You may not want

56 Building reports using the Web Intelligence HTML Report Panel

to use an area chart if you have a sharp contrast between specific data points. Use a line chart instead.

You can use more than one measure object on the Y-axis as long as the measures are of the same type and scale; for example, Number of Guests, and Future Guests. There are five types of area charts: absolute, stacked, percent, 3D area, and 3D surface.

Pie charts

Pie charts display data as segments of a whole. Pie charts are useful if you want to show how each part of your report data contributes to the total.

Pie charts have a single axis displayed on the body of the pie. This is the Y-Axis. Each segment of the pie chart displays a value for the measure on the Y-Axis. The pie chart legend indicates the dimension on the X-Axis.

Chart types in Web Intelligence

Pie charts

You can only include one measure object in a pie chart. If you have several measures in your report, you should choose another chart type. There are four types of pie charts: pie, 3D pie, ring, 3D ring.

Radar, polar and scatter charts

In radar charts, the X- and Y-axis connect at the chart’s center. Radar charts are useful if you want to look at several different factors related to one item. For example, you could use a radar chart to display revenue data for different services within a hotel. On one axis, you could display revenue for the rooms. On another you could display revenue for the restaurant, and so on.

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Chart types in Web Intelligence

3D charts

Scatter charts are similar to line graphs, except that the data points are plotted without a line connecting them. Scatter charts are useful if you want to make a comparison between specific data points.

There are four types of radar, polar, and scatter charts: radar line, stacked radar, polar, and scatter.

3D charts

3D charts include three axes: the Y-Axis always displays values for measures (such as sales totals, margins, quantities and so on); the X- and Z-Axis display values for dimensions (that is, key indicators, such as time, geography, service lines, and so on). In the 3d bar chart displayed below, the chart bars display sales revenue per quarter, per year. The [Sales revenue] measure is on the Y-Axis, the [Quarter] dimension is on the X-Axis, and the [Year] dimension is on the Z-Axis

The same data can be displayed in a 2D bar chart.

Related Topics

• 2D charts on page 59

58 Building reports using the Web Intelligence HTML Report Panel

2D charts

The 2D bar chart below includes an optional Z-Axis with the values for quarter. Including data on the Z-Axis enables you to show an additional break down of the results displayed on the chart bars. The [Sales revenue] measure is on the Y-Axis, the [Year] dimension is on the X-Axis, and the [Quarter] dimension is on the Z-Axis. Notice that because the Z-Axis cannot be represented graphically on a 2D chart, the legend provides the information for the Z-Axis values.

Chart types in Web Intelligence

2D charts

The same data can be displayed in a 3D bar chart.

Related Topics

• 3D charts on page 58

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Chart types in Web Intelligence

2D charts

60 Building reports using the Web Intelligence HTML Report Panel

Allocating data to charts

To add objects to chart axes

Charts can have two or three axes. To add data to charts, you allocate dimension and measure objects to the axes. Measure objects are always plotted on the Y-axis, while dimension and detail objects can be plotted on the X- or Z-axis

You can allocate dimensions, details, or measures to the chart axes.

To add objects to chart axes

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The objects included in the document appear in the Result Objects pane.

3. Drag an object from the Result Objects pane and drop the object onto

the axis of your choice, or click the radio button at the top of the axis pane where you want to insert the object, and then in the Result Objects pane either double-click the object you want to add or select an object and then click the >> button.

The object appears in the appropriate axis pane.

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

To remove an object from a chart axis

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The objects included in your chart appear on the axis.

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Allocating data to charts

To reposition objects on a chart axis

3. Drag the object you want to remove from one of the chart axes and drop

the object onto the Result Objects pane, or click the radio button at the top of the axis from which you want to remove the object, and then either press the Delete key or click the << button.

The object no longer appears on the axis.

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

To reposition objects on a chart axis

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The objects included in the chart appear on each chart axis.

3. On one of the chart axis, select the object you want to move, then drag

the selected object above or below the other object(s) on the axis; or select the radio button next to the chart axis that contains the object you want to move, then select the object and then click the Move up or Move down arrow located at the right of the Axis pane to move the selected object above or below the other object(s) on the axis.

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Allocating data to charts

To reposition objects on a chart axis

64 Building reports using the Web Intelligence HTML Report Panel

Grouping information with sections

To create a section on a report

Sections allow you to split report information into smaller, more comprehensible parts.

Example: Grouping quarterly revenue results into sections on a report

You are the regional sales manager in Texas. You receive a report showing 2003 annual revenue for stores in your region, broken down by cities and quarters.

Sales revenueQuarterCity

314430Q1Austin

273608Q2Austin

294798Q3Austin

252644Q4Austin

215874Q1Dallas

To make a comparison of the results for each city per quarter, you set [Quarter] as a section value. The report is broken up into four separate sections by quarter.

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194689Q2Dallas

204066Q3Dallas

188791Q4Dallas

572177Q1Houston

619924Q2Houston

533765Q3Houston

520332Q4Houston

Grouping information with sections

To create a section on a report

Sales revenueCity

314430Austin

215874Dallas

572177Houston

Sales revenueCity

273608Austin

194689Dallas

619924Houston

Sales revenueCity

294798Austin

204066Dallas

533765Houston

Sales revenueCity

252644Austin

188791Dallas

520332Houston

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Grouping information with sections

To create a section on a report

You can create a single section or include multiple sections with subsections in a report. You can also remove and reposition sections within a report.

You can create a section from one of two sources:

• on a dimension already displayed on a table or chart

• on a dimension included in the document but not displayed on a table or

chart

You cannot create a section with a measure object.

To create a section on a report

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The objects included in the document appear in the Result Objects pane.

3. Drag the object on which you want to create a section onto the Sections

pane, or click the radio button next to Sections, then select the object on which you want to create the section, and then finally either double-click the object or click the >> button.

The object appears in the Sections pane.

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

Web Intelligence displays the results organized into the sections you specified, and each section cell displays one of the values returned by the object you selected for the section.

To create a subsection on a report

You can add subsections within sections in a Web Intelligence report. When you create a subsection, it sub-divides the information below the existing section.

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Grouping information with sections

To remove a section from a report

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The objects included in your query appear in the Result Objects pane.

Any dimensions or details that you have set as sections appear in the Sections pane.

3. Drag the object on which you want to create a subsection onto the

Sections pane and drop the object to the right of the existing section; or

click the radio button next to Sections, then select the object on which you want to create the subsection, and then finally either double-click the object or click the >> button.

The object appears to the right of any existing sections in the Sections pane.

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

The report displays organized in sections and subsections as you specified.

To remove a section from a report

You can remove any section you have previously added to your report. When you remove a section, the report data that was split out according to the different values for the section is regrouped into a single table or chart. For example, if you remove a section on [Year] the modified report will display the data for all years in a single table or chart.

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

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Grouping information with sections

To change the order of sections on a report

The objects included in your query appear in the Result Objects pane.

Any dimensions or details that you have set as sections appear in the

Sections box of the Report Definition pane.

3. Drag the object you want to remove from the Sections pane and drop

the object onto the Result Objects pane; or click the radio button next to the Sections pane, then select the dimension or detail you want to remove from the Sections pane, and then either press Delete or click the << button.

The dimension or detail no longer appears in the Report Definition pane.

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

Web Intelligence displays the results without the sections you removed.

To change the order of sections on a report

You can change the order in which sections appear on a report. When you view report results in InfoView, subsections appear below the section(s) they detail. When you edit a report using the HTML Report Panel, however, subsections appear to the right of the sections they detail.

1. Make sure you are in Edit mode, with the HTML Report Panel open, and

verify you are on the Report tab.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The dimensions or details set as sections appear in the Sections pane. From left to right: the highest-level section is the first section on the Sections pane; the lowest-level section is the last section on the Sections pane.

3. In the Sections pane, drag the object you want to move to the left or right

of another section; or click the radio button next to the Sections pane, then select dimension or detail you want to move, and then either click the Move Up arrow or the Move Down arrow to the right of the Sections pane.

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Grouping information with sections

To change the order of sections on a report

4. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

Web Intelligence displays the results with the sections reordered, as you specified.

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Grouping information with sections

To change the order of sections on a report

72 Building reports using the Web Intelligence HTML Report Panel

Multi-report documents

To insert a report

Documents can contain one or multiple reports. This means you can display different sub-sets of document information on different report tabs.

Example: A multi-report document with global sales results, regional

results, and individual store records

In this example, you are a sales analyst at the eFashion store. You want to distribute global and regional results to all sales managers and also provide them with store manager and address details for each store. You create a document with three reports:

• a summary report with global sales results displayed on a chart

• a regional report divided into sections by region showing sales results, sum,

and averages per region on a table

• a third report with store details presented on a form per store

When you view the document in InfoView, the report tabs appear at the bottom of your browser window. The reports and sections are indexed in the map.

To insert a report

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Report tab.

The name of the selected report appears in the Current report drop-down list.

2. Next to the drop-down list, click the hyperlink on: To manage reports in

this document, click here.

The "Manage Reports" dialog box appears. The name(s) of each report in the document appear here.

3. Click insert.

The "Insert Report" dialog box appears. By default, Web Intelligence names the new report “Report<number of reports>?.

4. In the Name box, type a new name for the report, or leave the default

name.

5. Click OK.

Web Intelligence inserts the new report at the end of the document.

6. Click Close.

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The Report tab appears. The selected report is the new, blank report.

To duplicate a report

Instead of creating new reports from scratch, you can duplicate existing reports and then rename and modify the duplicates.

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Report tab.

The name of the selected report appears in the Current report drop-down list.

2. Next to the drop-down list, click the hyperlink on: To manage reports in

this document, click here.

The "Manage Reports" dialog box appears. The name(s) of each report in the document appear here.

3. Select the report you want to duplicate.

The selected report is shaded darker than the other reports.

4. Click duplicate.

The duplicate report appears in the "Manage Reports" dialog box. The duplicate has the same name as the original report followed by a number in brackets (“1? for the first duplicate, “2? for second duplicate, and so on).

Multi-report documents

To duplicate a report

5. Click Close, or if you want to rename the duplicate, click Rename and

then type a new name into the Name box, click OK, and then click Close.

The Report tab appears. The selected report is the duplicate report.

To rename a report

When you create a new report, Web Intelligence names the report “Report 1? by default. You can then rename the report to give the report a more meaningful name. If you have several reports, naming each report makes it easier to navigate through the document.

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Report tab.

The name of the selected report appears in the Current report drop-down list.

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Multi-report documents

To move a report

2. Next to the drop-down list, click the hyperlink on: To manage reports in

this document, click here.

The "Manage Reports" dialog box appears. The name(s) of each report in the document appear here. The name(s) of the report(s) in the document appear on the dialog box.

3. Select the report you want to rename.

The selected report is shaded darker than the other reports.

4. Click rename.

The "Rename Report" dialog box appears

5. In the Name text box delete the existing name and type a new name for

the report.

6. Click OK.

The new report name appears in the "Manage Reports" dialog box. The report name does not appear in full, if the button for the report is shorter than the name. A ToolTip displays the report name in full.

7. Click Close.

The Report tab appears. The selected report is the renamed report.

To move a report

You can change the order of reports in a document. This enables you to organize the document appropriately when you add or delete reports.

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Report tab.

The name of the selected report appears in the Current report drop-down list.

2. Next to the drop-down list, click the hyperlink on: To manage reports in

this document, click here.

The "Manage Reports" dialog box appears.

3. Select the report you want to move.

The selected report is shaded darker than the other reports.

4. Drag the selected report to a new position in the document.

A red line indicates where the moved report will be inserted.

5. Release your cursor.

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The report appears in the new position.

6. Click Close.

The Report tab appears.

To delete a report

Web Intelligence documents contain at least one report. You can delete any additional reports from the document. When you delete a report, all the information the report contains is lost.

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Report tab.

The name of the selected report appears in the Current report drop-down list.

2. Next to the drop-down list, click the hyperlink on: To manage reports in

this document, click here.

The "Manage Reports" dialog box appears.

3. Select the report you want to delete.

The selected report is shaded darker than the other reports.

Multi-report documents

To delete a report

4. Click delete or press the Delete key.

A message appears asking you to confirm you want to delete the selected report.

5. Click Yes.

The Manage Reports dialog box appears again. The report is deleted from the document.

6. Click Close.

The Report tab appears. The selected report is the report before the deleted report.

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Multi-report documents

To delete a report

78 Building reports using the Web Intelligence HTML Report Panel

Saving documents

To save Web Intelligence documents in InfoView

Before you can save a document, you need to run the query at least once.

You save documents to InfoView, the enterprise business intelligence portal. Depending on whether you want exclusive access to documents or whether you want to share documents with other users, you can save documents to personal or public folders.

1. With the document open, click Save as (in the Java Report Panel) or

Document > Save (in Web Intelligence Interactive) on the main toolbar

above the displayed reports.

The InfoView Save as page opens.

2. In the Name box, type the name of the document.

3. In the Description box, type a meaningful description of the document

(optional).

4. In the Keywords box, type keywords that you or other users can use to

search for the document in the future (optional).

5. Select the Folders tab and navigate to the folder where you want to save

the document.

6. Select the Categories tab and choose the categories you want to

associate with the document.

7. Select Permanent regional formatting to associate the document

formatting locale permanently with the document.

8. Click Refresh on open to refresh the document data when the document

is opened.

9. Click OK.

The document is saved in InfoView.

To save updates to a document that has already been saved

• With the document open, click Save on the main toolbar above the

displayed reports.

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Saving documents

To save a document with a new name or to a new category

The document is saved with the same name and to the same category in InfoView as the first time the document was saved.

To save a document with a new name or to a new category

1. With the document open, click the arrow next to Document on the main

toolbar above the displayed reports.

2. Click Save As.

The InfoView Save page opens.

3. In the Title box, type the new title you want to give the document.

4. In the Description box, type a meaningful description of the document

(optional).

5. In the Keywords box, type keywords that you or other users can use to

search for the document in the future (optional).

By default, the document is saved to the current location displayed in the Location box.

6. To save the document to the displayed location, leave the Location box

unchanged, or

To save the document to a different location, click Change... then, on the Select Folders page, select the folder where you want to save the document, and then click OK.

7. Next to Categories, select the Public or Personal folder where you want

to document to be stored in InfoView.

8. Click OK.

The document is saved in InfoView.

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Saving documents

To save a document with a new name or to a new category

82 Building reports using the Web Intelligence HTML Report Panel

Sorting the results displayed on reports

You can apply sorts to the values displayed in tables and sections to organize the order in which values are displayed in a report.

The following sort orders are available:

Default

DescriptionSort order

This is sometimes referred to as the ?natural? order. Depending on the type of data in the column or row, the results are sorted as follows:

• ascending numeric order for numer-

ic data

• ascending chronological order for

date

• Chronological order for months

• alphabetical order for alphanumeric

data

When selected, results are arranged in ascending order: The smallest

Ascending

Descending

Custom (available in the Java Report Panel)

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value at the top of the column moving to the highest value at the bottom.

For example: 100, 200, 300 or California, Colorado, Florida.

When selected, results are arranged in descending order: The highest value at the top of the column moving to the smallest value at the bottom.

For example: 300, 200, 100 or Florida, Colorado, California.

You define your own sort order.

Sorting data in tables

To sort values on a table

You can apply one or multiple sorts to a table and then prioritize the order of the different sorts applied to the table. You can apply sorts to any dimensions, measures, or details displayed on a table. Sorting dimensions and details helps you organize results chronologically, while sorting measures helps you see highest or lowest results at a glance.

How the sorts are applied depends on whether the table includes a break. When you apply a sort to a table without breaks, the sort is applied to the selected row or column for the entire table. However, when you apply a sort to a table with breaks, the sort is applied to each break in the table.

In the example illustrated here, a descending sort is applied to Sales revenue:

In the second table with breaks on the Year and Quarter column, the Sales revenue column is sorted from highest to lowest results in each break:

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Sorting data in tables

To sort values on a table

When you insert a break on a table, an ascending sort is added to the object you selected. You can change the sort order for each break.

To sort values on a table

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The Result Preview pane displays the structure of the block on the report (a table, crosstab, or form).

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Sorting data in tables

To prioritize multiple sorts on a table

3. On the Result Preview pane, click the part of the block you want to sort.

If you are working with a table or crosstab you can select the columns, or rows, or body. If you are working with a form you can select the title or value.

The objects on the selected part of the block are listed in the Select an

object to add/change/remove a property pane.

4. Select the object you want to sort. For example if you want to sort the

sales revenue values so that the results display from the highest to lowest results, select [Sales revenue].

The selected object is shaded a darker color than the other objects.

5. In the Sort section of the properties options, select the sort order you

want to apply to the selected object.

You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results.

6. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

Web Intelligence applies the sort to the selected column, row, or break.

To prioritize multiple sorts on a table

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The Result Preview pane displays the structure of the block on the report (a table, crosstab, or form). The pane to the right of the Result Preview pane displays the objects on the selected part of the block.

3. Click the Break and Sort Priority box on the Result Preview pane.

The objects that have a sort applied to them appear in the Sort Priority pane.

4. Select the object you want to move up or down the sort order.

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Sorting data in tables

To prioritize multiple sorts on a table

5. Drag the object to a higher or lower position on the list, or Ccick the Move

Up or Move Down arrow next to the Sort Priority pane

You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results.

6. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

Web Intelligence applies the new sort order to the table.

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Sorting data in tables

To prioritize multiple sorts on a table

90 Building reports using the Web Intelligence HTML Report Panel

Applying sorts to sections

To sort values in a section

A section contains two elements:

• the section cell – contains a value for a selected dimension or detail

• the section – contains a block (table, chart, or form) displaying data

grouped according to the value in the section cell

When you apply a sort to a section, you sort the values displayed in the section cells for that section. For example, if you apply a descending sort on the Year section in the above report, the first section cell and table will display data for 2002 and the next section cell and table will display data for 2001.

To sort values in a section

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

3. Click the Section box in the Result Preview pane.

4. Select a sort option radio button next to Sort.

5. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

Web Intelligence applies the sort to the results displayed in the report.

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Breaks

Breaks defined

A break is a division within a block in which data is grouped according to a selected dimension, detail, or measure into self contained sections. These sections are represented as smaller tables within the same block of data.

You use breaks to display all the data for each unique value of an object in separate parts.

Using breaks has two main advantages:

• You can more efficiently organize how your data is represented.

• You can display subtotals.

Breaks compared to sections

A section breaks up the data into multiple free-standing cells called section headers. Each section header contains one value for a dimension, with a block of data that corresponds to the dimension value.

A break divides the data up within one block. One column contains the values for a dimension, detail, or measure, which are repeated for each other row of values in the block.

Default sort order in breaks

When you insert a break on an object, the values for the object are automatically sorted in ascending order as follows:

• If the values are numeric, the lowest value appears in the first row of the

table, the highest in the last row.

• If the values are alphabetical characters, then the values are sorted in

alphabetical order from top to bottom.

You can change this sort order at any time.

You can set multiple breaks and set a sort priority on each break, so that you control how the data is displayed when you insert multiple breaks across several dimensions details, or measures.

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To insert a break

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The Result Preview pane displays the structure of the report block. (A block is a table, form, or chart).

3. On the Result Preview pane, click the part of the block on which you

want to apply or remove a break. If you are working with a table or crosstab you can select the columns, or rows, or body. If you are working with a form you can select the title or value.

4. Select the object on which you want to apply or remove the break. For

example, if you want to break up the table values for each quarter, select [Quarter].

5. The next step depends on whether you want to apply or remove a break.

If you want to apply a break, select the Break check box. If you want to remove a break, unselect the Break check box.

You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results.

Breaks

To insert a break

6. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

Break properties

You can define the following properties for a break:

Show Break Header

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DescriptionBreak property

When selected, a header is displayed for each break.

Breaks

Break properties

DescriptionBreak property

Show Break Footer

Remove Duplicates

To set break properties

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The Result Preview pane displays the structure of the report block. (A block is a table, form, or chart).

When selected, a footer is displayed for each break.

When selected, a break is only inserted for each unique value of the selected break object.

Each break starts on a new page.Start on new page

3. On the Result Preview pane, click the part of the block on which you

want to apply or remove a break.

4. Select the break whose properties you want to set.

5. Select or clear break properties check boxes as required.

You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results.

6. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

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Using standard calculations in reports

Standard calculations

You can use standard calculation functions to make quick calculations on the data in Web Intelligence reports. The following standard calculations are available:

DescriptionCalculation

Sum

Count

Minimum

Maximum

Percentage

Calculates the sum of the selected data.

Counts all rows for a measure object or count distinct rows for a dimension or detail object.

Calculates the average of the data.Average

Displays the minimum value of the selected data.

Display the maximum value of the selected data.

Displays the selected data as a percentage of the total. The results of the percentage are displayed in an additional column or row of the table.

Note:

Percentages are calculated for the selected measure compared to the total results for that measure on the table or break. To calculate the percentage of one measure compared to another measure, you need to build a custom calculation.

Applies the default aggregation function

Default

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to a standard measure, or the database aggregation function to a smart measure.

Using standard calculations in reports

To insert or remove a calculation

When you apply a standard calculation to a table column, the calculation result appears in a footer in the column. Web Intelligence adds a footer for the result of each calculation if you apply multiple calculations to the same column.

To insert or remove a calculation

1. Make sure you are in Edit mode with the HTML Report Panel open and

verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box.

A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box.

2. Leave the displayed report selected, or select a different report by clicking

the arrow next to the Current report drop-down list box, and then select a different report from the list.

The Result Preview pane displays the structure of the report block. (The blocks on which you can insert calculations are tables, crosstabs, or forms).

3. On the Result Preview pane, click the part of the block on which you

want to insert a calculation.

If you are working with a table or crosstab you can select the columns, rows, or body. If you are working with a form you can select the title or value.

4. On the pane to the right of the Result Preview pane, select the object

on which you want to insert a calculation.

The selected object becomes a darker shade than the other objects. A white check box appears next to the calculations you can insert for the selected object. Calculation check boxes are grayed out, if a calculation cannot be performed with the type of data on the selected object.

5. Select the calculation check box(es) for the calculation(s) you want to

insert for the selected object. To remove a calculation, unselect the check box.

You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results.

6. Click Run, if you are generating the results for the first time, or click Apply,

if you have already generated the results once.

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Using standard calculations in reports

To insert or remove a calculation

The results of each calculation appear in the footer of the table. If the table includes breaks, the calculation results appear in the break footer. Percentage calculations appear in an additional column or row next to the values they calculate.

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SAP Business objects Enterprise XI 3.1 Building reports using the Web Intelligence HTML Report Panel

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

About Web Intelligence

How Web Intelligence performs business intelligence over the web

How Web Intelligence performs business intelligence offline

Interacting with Web Intelligence reports

Viewing and printing Web Intelligence reports

Drilling on Web Intelligence reports

Performing on-report analysis

Creating and editing Web Intelligence documents

Web Intelligence Query - HTML

Web Intelligence Java Report Panel

Web Intelligence Rich Client

Web Intelligence HTML Report Panel

Accessing Web Intelligence from InfoView

To log in to InfoView

To log out of InfoView

Web Intelligence InfoView options

Web Intelligence document creation and viewing options

To select the Web Intelligence query editor

To select the Web Intelligence view format

To select a default universe for new documents

To set Web Intelligence drill options

Hide drill toolbar option

Prompt when drill requires additional data option

Synchronize drill on report blocks option

Start drill session option

Start drill session on existing report option

Start drill session on a duplicate report option

Web Intelligence locale options

The product locale

To set the product locale

The document locale

To display data using the document locale

The preferred viewing locale

To set the preferred viewing locale

To permanently associate a locale with a document

Creating and editing documents

To build and run a query in the HTML Report Panel

To edit a Web Intelligence document with the HTML Report Panel

Building and editing queries

Creating, editing and saving documents

To select a universe

To edit a Web Intelligence document

How universe objects map to data

Classes and subclasses

Dimension object

Detail object

Building queries

Measure object

To build and run a query in the HTML Report Panel

To add objects to a query in the HTML Report Panel

To remove objects from a query in the HTML Report Panel

To set query properties in the HTML Report Panel

Controllling how queries retrieve data

Max retrieval time query property

Max rows retrieved query property

Retrieve duplicate rows query property

Setting the scope of analysis

Scope of analysis

Levels of scope of analysis

Query contexts

To set the scope of analysis in the HTML Report Panel

What is an ambiguous query?

What is a context?

To choose a context when you run a query

Choosing a context when you run a query

To choose a context when you run a query

Reset contexts on refresh query property

Using queries

To reset contexts on query refresh in the HTML Report Panel

To run a query

To interrupt a query

To remove a query

Table types in Web Intelligence

Vertical table

Horizontal table