Business Objects products in this release may contain redistributions of software
licensed from third-party contributors. Some of these individual components may
also be available under alternative licenses. A partial listing of third-party
contributors that have requested or permitted acknowledgments, as well as required
notices, can be found at: http://www.businessobjects.com/thirdparty
2008-09-03
Contents
About Web Intelligence11Chapter 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 InfoView17Chapter 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
Third party shortcuts................................................................................164
Get More Help165Appendix A
Index169
Building reports using the Web Intelligence HTML Report Panel9
Contents
10Building reports using the Web Intelligence HTML Report Panel
About Web Intelligence
1
About Web Intelligence
1
How Web Intelligence performs business intelligence over the web
How Web Intelligence performs business
intelligence over the web
Web Intelligence provides business users an easy to use interactive and
flexible user interface for building and analyzing reports on corporate data
over the web, on secured intranets and extranets. The Web Intelligence
software is installed by your administrator on a web server on your corporate
network.
To use Web Intelligence from your local computer, you log into the business
intelligence portal InfoView via your Internet browser. Then, depending on
your security profile, you can interact with the reports in corporate documents
or edit or build your own documents using a Web Intelligence report panel
or query panel.
How Web Intelligence performs business
intelligence offline
Web Intelligence can be used offline as Web Intelligence Rich Client, a
standalone Microsoft Windows application, equivalent to the Java Report
Panel, that you can install on your computer. Web Intelligence Rich Client
lets you continue to work with Web Intelligence (WID) documents when you
are unable to connect to a CMS, when you want to perform calculations
locally rather than on the server, and when you want to work with Web
Intelligence documents without installing a CMS or application server.
Web Intelligence Rich Client can also be used when connected to a CMS.
Interacting with Web Intelligence reports
Depending on your security profile and on how Web Intelligence is deployed
across your organization, you can view, analyze, or enhance and modify the
data displayed on reports.
12Building 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.
1
Once you have found the information you need, you can save a snapshot
of the drilled report to share the results of your analysis with other Web
Intelligence users, or save the document in Excel or Portable Document
(PDF) format to print or email to other business contacts.
Performing on-report analysis
Viewing Web Intelligence reports in Interactive view format enables you to
enhance reports and fine-tune the data reports contain, to highlight the
information that most interests you on demand.
On-Report Analysis is designed for:
•users who need to build queries and then want to build reports
•report consumers who need to manipulate the reports created by others
With On-Report Analysis you can:
Building reports using the Web Intelligence HTML Report Panel13
About Web Intelligence
1
Creating and editing Web Intelligence documents
•view document metadata to understand the data behind reports and see
how reports are structured and filtered
•filter and sort results
•add new tables and charts
•add formulas and create variables
•format and change the layout of charts and tables
•slice and dice results by adding other data to charts and tables
Note:
On-report analysis of Web Intelligence reports in Interactive view format is
only available if your administrator has deployed Web Intelligence in JSP
mode.
Creating and editing Web Intelligence
documents
You can create or edit Web Intelligence documents using several tools:
•
Web Intelligence Query - HTML on page 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.
14Building 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
1
Web Intelligence Rich Client is a locally installed Microsoft Windows
application that lets you work with Web Intelligence (WID) documents that
are stored locally or in a CMS.
When working without a CMS connection you can work on your local machine
with either CMS-secured or unsecured documents.
Web Intelligence Rich Client is based on the Web Intelligence Java Report
Panel and provides equivalent document creation, editing, formatting, printing
and saving capabilities.
There are a number of reasons for using Web Intelligence Rich Client to
work with WID documents:
•You want to work with Web Intelligence documents but you are unable
to connect to a CMS (while traveling, for example).
•You want to improve calculation performance: Web Intelligence Rich
Client performs calculations locally, rather than on the server, and local
calculations can perform better than server calculations.
•You want to work with Web Intelligence documents without installing a
CMS or application server.
Building reports using the Web Intelligence HTML Report Panel15
About Web Intelligence
1
Creating and editing Web Intelligence documents
Web Intelligence HTML Report Panel
Designed for users who need to build basic reports, the HTML Report Panel
provides query and report features in a simple wizard-like interface. Each
document is based on a single data source and can contain multiple reports,
displaying different subsets of information.
In addition, the HTML Report Panel is 508 compliant and can be customized
for specialized deployments.
Note:
The Web Intelligence HTML Report Panel is only available if your
administrator has deployed Web Intelligence in JSP mode.
16Building reports using the Web Intelligence HTML Report Panel
Accessing Web Intelligence
from InfoView
2
Accessing Web Intelligence from InfoView
2
To log in to InfoView
You access Web Intelligence reports and set global Web Intelligence options
from InfoView, the corporate business intelligence portal.
To log in to InfoView
Before you can use InfoView and Web Intelligence you need the following
information:
•a URL to the InfoView server
•the InfoView server name and port number
•your login and password
•your authentication, which controls the InfoView resources available to
you
Contact your adminstrator for these details if you do not already know them.
Note:
By default the InfoView server name and authentification method are not
displayed on the InfoView logon page. You need to supply this information
only if your administrator has made these options visible.
You access Web Intelligence by using your web browser to log into InfoView,
the corporate business intelligence portal. Once you are in InfoView, you
can analyze and enhance Web Intelligence reports.
1. Launch your web browser.
2. Point your browser to the InfoView bookmark or URL.
The InfoView login page appears.
3. If the System box is blank, type the name of the InfoView server followed
by a colon (:), and then type the port number.
4. In the Username box, type your user name.
5. In the Password box, type your password.
6. In the Authentication box, select the authentication provided to you by
your administrator.
7. Click Log On.
The InfoView home page appears.
18Building reports using the Web Intelligence HTML Report Panel
Accessing Web Intelligence from InfoView
To log out of InfoView
To log out of InfoView
When you finish using InfoView or Web Intelligence you need to log out,
instead of simply closing your web browser.
Logging out of InfoView ensures that any preferences you modified during
your InfoView session are saved. It also lets your administrator track how
many users are logged into the system at any given time and thus optimize
InfoView and Web Intelligence performance.
•Click Log Out.
The login page appears. You are logged out of InfoView
Web Intelligence InfoView options
Web Intelligence document creation and viewing
options
2
You can set your Web Intelligence options to determine how you create,
view and interact with documents using Web Intelligence.
You create documents using a query editor to build the query to retrieve the
document data. After the query returns the data to the document, you can
view and interact with the data.
Building reports using the Web Intelligence HTML Report Panel19
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
Advanced
DescriptionDocument creation option
You create documents using the
Java Report Panel, a Java applet
than launches in your Web browser.
The Java Report Panel is a combined query building, report editing
and data analysis environment. If
you choose Advanced as your
document creation option, you also
use the Java Report Panel for
working with the data returned by
the query. The Select a defaultview 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
20Building 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.
2
Interactive view format is only available if your administrator has deployed Web Intelligence in JSP
mode.
PDF
Use PDF mode when you want to view
static reports.
To select the Web Intelligence query editor
1. Click the Preferences button on the InfoView toolbar.
2. Click Web Intelligence Preferences to display the Web Intelligence
options.
3. Select the query editor beneath Select a default creation/editing tool.
4. Click OK.
Building reports using the Web Intelligence HTML Report Panel21
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
To select the Web Intelligence view format
You can select different view formats for Web Intelligence documents
depending on how you want to interact with the information displayed on the
reports. You select your Web Intelligence view options in InfoView. When
you modify your view options, the new settings are implemented the next
time you open a Web Intelligence document.
1. Click the Preferences button on the InfoView toolbar.
2. Click Web Intelligence Preferences to display the Web Intelligence
options.
3. In the Select a view format section, select the view format.
To select a default universe for new documents
1. Click Preferences on the Infoview toolbar.
2. ClickWeb Intelligence Preferences to display the Web Intelligence
options.
3. Click Browse beneath Select a default universe and browse to the
universe you want to select as the default.
To set Web Intelligence drill options
Drilling on reports lets you look deeper into data to discover the details behind
a good or bad summary result displayed on a table, chart, or section. Before
you begin a drill session, you can set your drill options in InfoView to specify
how reports will change each time you drill.
1. Click Preferences on the Infoview toolbar.
2. Click Web Intelligence Preferences to display the Web Intelligence
options.
3. Select the drill options under Drill options and Start drill session.
22Building 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
2
Prompt when drill requires additional data option
When you drill the results displayed on a Web Intelligence report, you may
want to drill to higher- or lower-level information that isn’t included in the
scope of analysis for the document. When this is the case, Web Intelligence
needs to run a new query to retrieve the additional data from the data source.
Since queries on large selections of data may take a long time to be
completed, you can choose to be prompted with a message every time a
new query is necessary. The prompt message asks you whether you want
to run the additional query or not. In addition, the prompt lets you apply filters
to the extra dimensions you include in the new query. This means you can
restrict the size of the query to only the data necessary for your analysis.
You need permission from your administrator to drill out of the scope of
analysis during a drill session.
Building reports using the Web Intelligence HTML Report Panel23
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
Synchronize drill on report blocks option
When you select the Sychronize drill on all report blocks option, the display
of all blocks changes to correspond with your drill actions. For example, if
you drill down on a block from year to quarter, and your report also contains
a chart showing data by year, the chart display also changes to display data
by quarter.
If you do not select the option, only the drilled block changes in response to
drill actions.
Start drill session option
The Start drill session option controls how Web Intelligence behaves when
you start drill mode.
Start drill session on existing report option
When you select Start drill session on existing report, the current report
becomes drillable when you start drill mode. When you end drill mode, the
report displays the drilled values.
Start drill session on a duplicate report option
When you select Start drill on a duplicate report, Web Intelligence creates
a duplicate of the current report when you start drill mode, and you drill on
the duplicate. This allows you to compare the results of the original report
with the results you discover during your drill analysis.
Web Intelligence locale options
The locale determines how a Web Intelligence document displays data. It
affects, for example, the formatting of numbers and the default sort order.
Three locale settings combine to determine how Web Intelligence displays
data:
24Building reports using the Web Intelligence HTML Report Panel
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
DescriptionLocale
2
Product locale
Document locale
Preferred viewing locale
Related Topics
•To permanently associate a locale with a document on page 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 Panel25
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
Note:
The GetContentLocale Web Intelligence function returns the document
locale.
Related Topics
•To permanently associate a locale with a document on page 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.
26Building 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.
2
Building reports using the Web Intelligence HTML Report Panel27
Accessing Web Intelligence from InfoView
Web Intelligence InfoView options
2
28Building reports using the Web Intelligence HTML Report Panel
Creating and editing
documents
3
Creating and editing documents
3
To build and run a query in the HTML Report Panel
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.
30Building 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
3
Building reports using the Web Intelligence HTML Report Panel31
Creating and editing documents
To edit a Web Intelligence document with the HTML Report Panel
3
32Building reports using the Web Intelligence HTML Report Panel
Building and editing queries
4
Building and editing queries
4
Creating, editing and saving documents
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.
34Building reports using the Web Intelligence HTML Report Panel
Building and editing queries
How universe objects map to data
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.
4
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 Panel35
Building and editing queries
4
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.
36Building 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
4
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.
Building reports using the Web Intelligence HTML Report Panel37
Building and editing queries
4
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 rowsretrieved 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.
38Building reports using the Web Intelligence HTML Report Panel
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
4
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 Panel39
Building and editing queries
4
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.
40Building 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.
4
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 Panel41
Building and editing queries
4
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.
42Building 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.
4
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.
Building reports using the Web Intelligence HTML Report Panel43
Building and editing queries
4
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.
44Building reports using the Web Intelligence HTML Report Panel
Table types in Web
Intelligence
5
Table types in Web Intelligence
5
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.
46Building 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.
5
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.
Building reports using the Web Intelligence HTML Report Panel47
Table types in Web Intelligence
5
Forms
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.
48Building reports using the Web Intelligence HTML Report Panel
Allocating data to tables
6
Allocating data to tables
6
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
50Building 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
6
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.
Building reports using the Web Intelligence HTML Report Panel51
Allocating data to tables
6
To remove an object from a table
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 ResultObjects 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.
52Building 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.
6
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 Panel53
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
6
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.
54Building reports using the Web Intelligence HTML Report Panel
Chart types in Web
Intelligence
7
Chart types in Web Intelligence
7
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
56Building 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
7
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.
Building reports using the Web Intelligence HTML Report Panel57
Chart types in Web Intelligence
7
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
58Building 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
7
The same data can be displayed in a 3D bar chart.
Related Topics
•3D charts on page 58
Building reports using the Web Intelligence HTML Report Panel59
Chart types in Web Intelligence
2D charts
7
60Building reports using the Web Intelligence HTML Report Panel
Allocating data to charts
8
Allocating data to charts
8
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.
62Building reports using the Web Intelligence HTML Report Panel
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.
8
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 Movedown arrow located at the right of the Axis pane to move the selected
object above or below the other object(s) on the axis.
Building reports using the Web Intelligence HTML Report Panel63
Allocating data to charts
To reposition objects on a chart axis
8
64Building reports using the Web Intelligence HTML Report Panel
Grouping information with
sections
9
Grouping information with sections
9
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.
Q1
66Building reports using the Web Intelligence HTML Report Panel
194689Q2Dallas
204066Q3Dallas
188791Q4Dallas
572177Q1Houston
619924Q2Houston
533765Q3Houston
520332Q4Houston
Q2
Grouping information with sections
To create a section on a report
Sales revenueCity
314430Austin
215874Dallas
572177Houston
Sales revenueCity
273608Austin
194689Dallas
619924Houston
9
Q3
Q4
Sales revenueCity
294798Austin
204066Dallas
533765Houston
Sales revenueCity
252644Austin
188791Dallas
520332Houston
Building reports using the Web Intelligence HTML Report Panel67
Grouping information with sections
9
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.
68Building reports using the Web Intelligence HTML Report Panel
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.
9
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.
Building reports using the Web Intelligence HTML Report Panel69
Grouping information with sections
9
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.
70Building reports using the Web Intelligence HTML Report Panel
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.
9
Building reports using the Web Intelligence HTML Report Panel71
Grouping information with sections
To change the order of sections on a report
9
72Building reports using the Web Intelligence HTML Report Panel
Multi-report documents
10
10
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.
74Building reports using the Web Intelligence HTML Report Panel
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
10
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.
Building reports using the Web Intelligence HTML Report Panel75
10
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.
76Building reports using the Web Intelligence HTML Report Panel
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
10
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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10
Multi-report documents
To delete a report
78Building reports using the Web Intelligence HTML Report Panel
Saving documents
11
Saving documents
11
To save Web Intelligence documents in InfoView
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.
80Building reports using the Web Intelligence HTML Report Panel
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.
11
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.
Building reports using the Web Intelligence HTML Report Panel81
11
Saving documents
To save a document with a new name or to a new category
82Building reports using the Web Intelligence HTML Report Panel
Sorting the results displayed
on reports
12
12
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)
84Building reports using the Web Intelligence HTML Report Panel
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
13
13
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:
86Building reports using the Web Intelligence HTML Report Panel
Sorting data in tables
To sort values on a table
13
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).
Building reports using the Web Intelligence HTML Report Panel87
13
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.
88Building reports using the Web Intelligence HTML Report Panel
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.
13
Building reports using the Web Intelligence HTML Report Panel89
13
Sorting data in tables
To prioritize multiple sorts on a table
90Building reports using the Web Intelligence HTML Report Panel
Applying sorts to sections
14
Applying sorts to sections
14
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.
92Building reports using the Web Intelligence HTML Report Panel
Breaks
15
Breaks
15
Breaks defined
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.
94Building reports using the Web Intelligence HTML Report Panel
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
15
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
Building reports using the Web Intelligence HTML Report Panel95
DescriptionBreak property
When selected, a header is displayed
for each break.
15
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.
96Building reports using the Web Intelligence HTML Report Panel
Using standard calculations
in reports
16
Using standard calculations in reports
16
Standard calculations
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
98Building reports using the Web Intelligence HTML Report Panel
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).
16
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.
Building reports using the Web Intelligence HTML Report Panel99
16
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.
100Building reports using the Web Intelligence HTML Report Panel
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