SAP Business objects Enterprise XI 3.1 Building reports using the Java Report Panel
Building reports using the Java
Report Panel
BusinessObjects Enterprise XI 3.0
Copyright
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2008-09-03
Contents
About Web Intelligence 17Chapter 1
How Web Intelligence performs business intelligence over the web.........18
How Web Intelligence performs business intelligence offline....................18
Interacting with Web Intelligence reports...................................................18
Creating and editing Web Intelligence documents....................................20
Accessing Web Intelligence from InfoView 23Chapter 2
To log in to InfoView...................................................................................24
To log out of InfoView................................................................................25
Web Intelligence InfoView options.............................................................25
Viewing and printing Web Intelligence reports.....................................19
Drilling on Web Intelligence reports......................................................19
Performing on-report analysis..............................................................19
Web Intelligence Query - HTML...........................................................20
Web Intelligence Java Report Panel....................................................21
Web Intelligence Rich Client................................................................21
Web Intelligence HTML Report Panel..................................................22
Web Intelligence document creation and viewing options...................25
To set Web Intelligence drill options.....................................................28
Web Intelligence locale options............................................................30
Building and editing queries in the Java Report Panel 35Chapter 3
Creating, editing and saving documents...................................................36
To select a universe..............................................................................36
To edit a Web Intelligence document...................................................36
How universe objects map to data............................................................37
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Classes and subclasses.......................................................................37
Dimension object..................................................................................37
Detail object..........................................................................................37
Measure object.....................................................................................38
Building and using queries........................................................................38
To build and run a query in the Java Report Panel..............................38
To set query properties.........................................................................39
To interrupt a query..............................................................................40
To remove a query................................................................................41
To duplicate a query.............................................................................41
Multiple queries....................................................................................42
Controlling access to queries....................................................................43
Allow other users to edit all data providers query property..................43
Controlling how queries retrieve data........................................................43
Max retrieval time query property.........................................................43
Max rows retrieved query property.......................................................43
Retrieve duplicate rows query property................................................44
Setting the scope of analysis.....................................................................44
Scope of analysis.................................................................................44
Levels of scope of analysis..................................................................45
To set the scope of analysis.................................................................46
Query contexts...........................................................................................46
What is an ambiguous query?..............................................................46
What is a context?................................................................................47
Choosing a context when you run a query...........................................47
Defining how contexts are used...........................................................48
Using combined queries 49Chapter 4
Combined queries defined.........................................................................50
Types of combined query...........................................................................50
What can you do with combined queries?.................................................51
4 Building reports using the Java Report Panel
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How does Web Intelligence generate combined queries?........................52
To build a combined query.........................................................................52
Combined query structure.........................................................................53
To return a list of years and reservation years based on the number of
guests...................................................................................................53
Combined query precedence....................................................................54
Multiple combined queries....................................................................55
To set the order of precedence of combined queries in the Java Report
Panel....................................................................................................56
Filtering queries 57Chapter 5
Query filters defined...................................................................................58
Query filters and report filters compared...................................................59
Types of query filter...................................................................................59
Predefined query filters........................................................................60
Quick filters...........................................................................................60
Custom query filters.............................................................................61
Query filter and prompt operators........................................................62
Combining query filters.........................................................................65
Filtering data with subqueries 69Chapter 6
What is a subquery?..................................................................................70
What can you do with subqueries?............................................................70
How do subqueries work?.........................................................................70
To build a subquery....................................................................................70
To find out which customers bought a service that had previously been
reserved in Q1 of 2003, and how much revenue have they generated.72
Subquery parameters................................................................................72
Ranking data using database ranking 75Chapter 7
What is database ranking?........................................................................76
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Database ranking parameters...................................................................77
To create a database ranking....................................................................78
To create a report that returns the top 10 employees based on salary,
and calculated by department..............................................................79
Filtering data using prompts 81Chapter 8
What is a prompt?......................................................................................82
Merged prompts...................................................................................83
Cascading prompts....................................................................................83
Hierarchical lists of values.........................................................................84
Query filter and prompt operators..............................................................84
Equal To operator.................................................................................84
Not Equal To operator..........................................................................84
Different From operator........................................................................84
Greater Than operator..........................................................................85
Greater Than Or Equal To operator......................................................85
Less Than operator..............................................................................85
Less Than Or Equal To operator..........................................................85
Between operator.................................................................................85
Not Between operator..........................................................................86
In List operator.....................................................................................86
Not In List operator...............................................................................86
Matches Pattern operator.....................................................................86
Different From Pattern operator...........................................................87
Both operator........................................................................................87
Except operator....................................................................................87
To create a prompt.....................................................................................88
To remove a prompt...................................................................................88
Defining how prompts display....................................................................88
Combining prompts....................................................................................90
Combining prompts with query filters...................................................90
6 Building reports using the Java Report Panel
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To change the order of prompts.................................................................90
The Java Report Panel reporting interface 91Chapter 9
Answering prompts 95Chapter 10
To enter values to answer a prompt..........................................................96
To enter dates to answer a prompt............................................................96
Web Intelligence viewing modes 99Chapter 11
To switch between viewing modes..........................................................100
Draft mode..........................................................................................100
Page mode.........................................................................................100
PDF mode..........................................................................................100
Quick Display mode...........................................................................101
To select Enhanced Viewing mode....................................................103
Using alerters to highlight results 105Chapter 12
Alerters defined........................................................................................106
Sub-alerters........................................................................................107
To add, edit, duplicate, prioritize or activate alerters...............................107
To build an alerter....................................................................................107
To set the format of an alerter..................................................................109
Using formulas to create advanced alerters............................................109
Merging dimensions from multiple data providers 113Chapter 13
Merged dimensions defined....................................................................114
When to merge dimensions.....................................................................114
Choosing which dimensions to merge.....................................................114
Merged dimension example....................................................................115
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Forcing merged calculations with the ForceMerge function....................117
Creating, editing and deleting merged dimensions.................................119
To merge dimensions.........................................................................119
To merge dimensions automatically...................................................120
To edit a merged dimension...............................................................120
To delete a merged dimension...........................................................121
Understanding the effects of merged dimensions...................................121
Synchronizing data providers with different aggregation levels.........121
Detail objects and merged dimensions..............................................122
Incompatible objects and merged dimensions...................................124
Filtering merged dimensions..............................................................125
Drilling on merged dimensions...........................................................127
Extending the values returned by merged dimensions......................127
Ranking data in Web Intelligence reports 131Chapter 14
Ranking data............................................................................................132
Rankings and sorts..................................................................................132
Tied rankings...........................................................................................133
Ranking parameters................................................................................135
Example of a ranking..........................................................................137
Ranking and data order...........................................................................138
Ranking workflows...................................................................................138
To create a ranking.............................................................................138
Ranking examples...................................................................................139
Tracking changes in data 145Chapter 15
Tracking changes in your data.................................................................146
Types of data change..............................................................................146
Data tracking modes................................................................................147
Automatic data tracking mode............................................................147
8 Building reports using the Java Report Panel
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Manual data tracking mode................................................................147
To activate data tracking..........................................................................147
To change the reference data..................................................................148
Displaying changed data.........................................................................148
To display or hide changed data........................................................148
Configuring the appearance of changed data....................................148
How changed data is displayed in blocks..........................................149
How changed data is displayed in reports with merged dimensions...151
How changed data is displayed in sections.......................................152
How changed data is displayed in blocks with breaks.......................155
How changed data is displayed in charts...........................................155
Data tracking limitations...........................................................................155
Data tracking and drill.........................................................................156
Data tracking and Refresh on Open...................................................156
Using the Web Intelligence formula language to track changed data.....156
The RefValue function........................................................................157
The RefValueDate function................................................................157
Building formulas using the RefValue function...................................157
Changed data and the calculation context..............................................158
Organizing data with sections, breaks and sorts 161Chapter 16
Using sections to group data...................................................................162
Grouping information with sections....................................................162
Sections in Structure View.................................................................164
Creating and removing sections and subsections..............................165
Section properties..............................................................................166
To set the page layout for a section...................................................168
Using breaks............................................................................................168
Breaks defined...................................................................................168
Breaks compared to sections.............................................................168
Default sort order in breaks................................................................169
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To insert a break.................................................................................169
To prioritize breaks.............................................................................169
To define display properties of a break..............................................170
To remove a break..............................................................................171
Using sorts to organize data....................................................................172
Sorting the results displayed on reports.............................................172
To apply an ascending or descending sort.........................................173
To apply a custom sort.......................................................................173
To prioritize multiple sorts...................................................................174
Calculations, formulas and variables 175Chapter 17
Calculations, formulas and variables.......................................................176
Working with standard calculations.........................................................176
To insert a standard calculation in a table or crosstab.......................176
To remove a standard calculation......................................................177
Working with formulas.............................................................................177
The Formula toolbar...........................................................................177
Working with variables.............................................................................179
To create a variable from a formula....................................................179
To create a variable using the Variable Editor....................................179
To edit a variable................................................................................179
To delete a variable............................................................................180
Filtering reports 181Chapter 18
Report filters defined................................................................................182
Types of report filter.................................................................................182
Query filters and report filters compared.................................................183
Report filter operators..............................................................................183
Equal To operator...............................................................................183
Not Equal To operator........................................................................183
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Different From operator......................................................................183
Greater Than operator........................................................................184
Greater Than Or Equal To operator...................................................184
Less Than operator............................................................................184
Less Than Or Equal To operator........................................................184
Between operator...............................................................................184
Not Between operator........................................................................185
In List operator...................................................................................185
Not In List operator.............................................................................185
Is Null operator...................................................................................185
Is Not Null operator............................................................................186
Creating, editing and deleting report filters..............................................186
To create a report filter using the Quick Filter option..........................186
To create a report filter using the Filter Editor....................................186
To create simple report filters.............................................................187
To combine multiple filters on a report...............................................188
To view the filters on a report.............................................................188
To edit a report filter............................................................................189
To delete a report filter........................................................................189
Drilling on report data 191Chapter 19
What is drill?............................................................................................192
Scope of analysis...............................................................................193
To set the scope of analysis...............................................................195
Drill paths and hierarchies..................................................................195
To switch to drill mode.............................................................................196
Retrieving more levels of data to the report.............................................197
To drill out of the scope of analysis....................................................197
To choose a drill path when more than one is available..........................198
Drilling on dimensions in tables and sections..........................................198
Drilling down.......................................................................................199
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Drilling up...........................................................................................201
Drilling by............................................................................................201
Drilling on measures in tables and sections............................................204
To drill down on a measure value.......................................................204
To drill up on a measure value...........................................................205
Synchronizing drill across multiple tables and charts..............................205
Drilling on charts......................................................................................205
Drilling on dimensions via chart axes.................................................206
Drilling on measures in charts............................................................207
Drilling on axis legends......................................................................209
Using filters when you drill.......................................................................210
To change a filter value on the Drill toolbar........................................211
To add or remove a drill filter .............................................................211
Saving reports with drill filters..................................................................211
Refreshing data in a drilled report with prompts......................................211
Drilling with query drill..............................................................................212
Query drill defined..............................................................................212
Displaying data in tables 217Chapter 20
Tables in Web Intelligence.......................................................................218
Table types in Web Intelligence...............................................................218
Vertical table.......................................................................................218
Horizontal table..................................................................................219
Crosstab.............................................................................................219
Forms.................................................................................................220
Structure View and Results View.............................................................221
Creating and editing tables......................................................................221
To create a table by dragging objects onto a report...........................221
To create a table by selecting a template...........................................222
To duplicate a table............................................................................223
To apply a different template to a table by using drag and drop........223
12 Building reports using the Java Report Panel
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To apply a different template to a table with Turn To..........................224
To add rows or columns to tables using drag and drop......................224
To add table rows or columns using the Insert row or column toolbar
menu..................................................................................................225
To remove table rows or columns......................................................225
To move a row or column...................................................................225
To swap a row or column....................................................................225
To replace a row or column................................................................226
To clear cell contents from a table......................................................226
To remove a table...............................................................................226
Formatting tables and table cells.............................................................227
To select a background color for the table.........................................227
To define alternate row and column colors for a table........................227
To insert an image or skin in a table...................................................228
To format table or cell borders............................................................228
To format text in table cells.................................................................229
To set cell height and width................................................................229
To copy formatting using the Format Painter.....................................230
To set the position of a table or chart on the report page...................231
To layer tables and cells.....................................................................231
To merge table cells...........................................................................232
Modifying tables to create crosstabs.......................................................232
To create a crosstab by adding an object to a vertical or horizontal
table....................................................................................................232
To create a crosstab by moving a column or row...............................233
Controlling data display in tables.............................................................233
Showing or hiding empty tables, rows or columns.............................233
Aggregating duplicate rows................................................................234
To show or hide headers and footers.................................................234
To start tables on a new report page..................................................234
To display object names in headers on crosstabs..............................234
Building reports using the Java Report Panel 13
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To avoid page breaks in tables...........................................................235
To repeat table headers or footers on report pages...........................235
Copying tables.........................................................................................235
To copy a table...................................................................................235
To copy a table as text........................................................................236
Displaying data in free-standing cells 237Chapter 21
Free-standing cells defined.....................................................................238
To insert a free-standing cell in a report..................................................239
To copy a free-standing cell.....................................................................239
To copy a free-standing cell to another application as text......................240
Displaying data in charts 241Chapter 22
Creating charts........................................................................................242
Chart types in Web Intelligence...............................................................242
Bar charts...........................................................................................242
Line charts..........................................................................................243
Area charts.........................................................................................243
Pie charts...........................................................................................244
Radar, polar and scatter charts..........................................................244
3D charts............................................................................................245
2D charts............................................................................................245
Adding, copying and removing charts.....................................................246
To add a chart to a report...................................................................246
To copy a chart...................................................................................247
To remove a chart...............................................................................247
Changing the chart type...........................................................................248
To change the chart type by using drag and drop..............................248
To change the chart type by using TurnTo.........................................248
Positioning and sizing charts...................................................................249
14 Building reports using the Java Report Panel
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To set the position of a table or chart on the report page...................249
To position a chart in relation to another chart or table......................249
To resize a chart.................................................................................250
Formatting charts.....................................................................................250
To insert and format a chart title.........................................................250
To display a chart with a 3D look........................................................250
To add background colors to a chart..................................................250
To modify chart borders......................................................................251
To select and format chart floors and walls........................................251
To show and format axis legends.......................................................251
To avoid page breaks in charts..........................................................252
To show axis labels on pie charts.......................................................252
To format axis label text, borders, and background...........................252
To show, hide or format the axes grid................................................252
Displaying and formatting chart data..................................................253
Formatting numbers and dates 257Chapter 23
Predefined and custom formats...............................................................258
Predefined formats.............................................................................258
Custom formats..................................................................................259
Working with documents 265Chapter 24
To create a Web Intelligence document from InfoView............................266
To open a Web Intelligence document from InfoView..............................266
To delete a Web Intelligence document from InfoView............................266
Saving documents...................................................................................267
To save a new Web Intelligence document in InfoView.....................267
To save a Web Intelligence document as an Excel spreadsheet.......267
To save a Web Intelligence document as a PDF file..........................268
To save a Web Intelligence document as a CSV file..........................269
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Automatic saving and recovery..........................................................269
Printing Web Intelligence documents......................................................272
To print a report from the Java Report Panel.....................................272
Editing document properties....................................................................273
To display document properties.........................................................274
To purge data from a document...............................................................274
Linking to other documents.....................................................................275
Linking to other documents................................................................275
Working with hyperlinks......................................................................303
Get More Help 305Appendix A
Index 309
16 Building reports using the Java Report Panel
About Web Intelligence
1
About Web Intelligence
1
How Web Intelligence performs business intelligence over the web
How Web Intelligence performs business
intelligence over the web
Web Intelligence provides business users an easy to use interactive and
flexible user interface for building and analyzing reports on corporate data
over the web, on secured intranets and extranets. The Web Intelligence
software is installed by your administrator on a web server on your corporate
network.
To use Web Intelligence from your local computer, you log into the business
intelligence portal InfoView via your Internet browser. Then, depending on
your security profile, you can interact with the reports in corporate documents
or edit or build your own documents using a Web Intelligence report panel
or query panel.
How Web Intelligence performs business intelligence offline
Web Intelligence can be used offline as Web Intelligence Rich Client, a
standalone Microsoft Windows application, equivalent to the Java Report
Panel, that you can install on your computer. Web Intelligence Rich Client
lets you continue to work with Web Intelligence (WID) documents when you
are unable to connect to a CMS, when you want to perform calculations
locally rather than on the server, and when you want to work with Web
Intelligence documents without installing a CMS or application server.
Web Intelligence Rich Client can also be used when connected to a CMS.
Interacting with Web Intelligence reports
Depending on your security profile and on how Web Intelligence is deployed
across your organization, you can view, analyze, or enhance and modify the
data displayed on reports.
18 Building reports using the Java Report Panel
About Web Intelligence
Interacting with Web Intelligence reports
Viewing and printing Web Intelligence reports
Once logged into the business intelligence portal InfoView, you can access
Web Intelligence documents and view reports. Onscreen navigation is made
easy with page-to-page navigation buttons and a document map that allows
you to jump from section to section or report to report.
The same document can provide the information adapted to each user due
to prompts that request each user, who opens the document, to specify the
data they want to return to the reports.
When you print reports, Web Intelligence automatically generates a copy of
reports in Portable Document Format (PDF) format for optimum print quality.
Drilling on Web Intelligence reports
Drilling on Web Intelligence reports enables you to analyze the detailed data
behind the displayed results. You can turn the report you are viewing into a
drillable report or drill on a duplicate of the original report to retain a version
of the results before your drill analysis.
1
Once you have found the information you need, you can save a snapshot
of the drilled report to share the results of your analysis with other Web
Intelligence users, or save the document in Excel or Portable Document
(PDF) format to print or email to other business contacts.
Performing on-report analysis
Viewing Web Intelligence reports in Interactive view format enables you to
enhance reports and fine-tune the data reports contain, to highlight the
information that most interests you on demand.
On-Report Analysis is designed for:
• users who need to build queries and then want to build reports
• report consumers who need to manipulate the reports created by others
With On-Report Analysis you can:
Building reports using the Java Report Panel 19
About Web Intelligence
1
Creating and editing Web Intelligence documents
• view document metadata to understand the data behind reports and see
how reports are structured and filtered
• filter and sort results
• add new tables and charts
• add formulas and create variables
• format and change the layout of charts and tables
• slice and dice results by adding other data to charts and tables
Note:
On-report analysis of Web Intelligence reports in Interactive view format is
only available if your administrator has deployed Web Intelligence in JSP
mode.
Creating and editing Web Intelligence
documents
You can create or edit Web Intelligence documents using several tools:
•
Web Intelligence Query - HTML on page 20
•
Web Intelligence Java Report Panel on page 21
•
Web Intelligence Rich Client on page 21
•
Web Intelligence HTML Report Panel on page 22
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.
20 Building reports using the Java 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 Java Report Panel 21
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.
22 Building reports using the Java Report Panel
Accessing Web Intelligence from InfoView
2
Accessing Web Intelligence from InfoView
2
To log in to InfoView
You access Web Intelligence reports and set global Web Intelligence options
from InfoView, the corporate business intelligence portal.
To log in to InfoView
Before you can use InfoView and Web Intelligence you need the following
information:
• a URL to the InfoView server
• the InfoView server name and port number
• your login and password
• your authentication, which controls the InfoView resources available to
you
Contact your adminstrator for these details if you do not already know them.
Note:
By default the InfoView server name and authentification method are not
displayed on the InfoView logon page. You need to supply this information
only if your administrator has made these options visible.
You access Web Intelligence by using your web browser to log into InfoView,
the corporate business intelligence portal. Once you are in InfoView, you
can analyze and enhance Web Intelligence reports.
1. Launch your web browser.
2. Point your browser to the InfoView bookmark or URL.
The InfoView login page appears.
3. If the System box is blank, type the name of the InfoView server followed
by a colon (:), and then type the port number.
4. In the Username box, type your user name.
5. In the Password box, type your password.
6. In the Authentication box, select the authentication provided to you by
your administrator.
7. Click Log On.
The InfoView home page appears.
24 Building reports using the Java Report Panel
Accessing Web Intelligence from InfoView
To log out of InfoView
To log out of InfoView
When you finish using InfoView or Web Intelligence you need to log out,
instead of simply closing your web browser.
Logging out of InfoView ensures that any preferences you modified during
your InfoView session are saved. It also lets your administrator track how
many users are logged into the system at any given time and thus optimize
InfoView and Web Intelligence performance.
• Click Log Out.
The login page appears. You are logged out of InfoView
Web Intelligence InfoView options
Web Intelligence document creation and viewing options
2
You can set your Web Intelligence options to determine how you create,
view and interact with documents using Web Intelligence.
You create documents using a query editor to build the query to retrieve the
document data. After the query returns the data to the document, you can
view and interact with the data.
Building reports using the Java Report Panel 25
Accessing Web Intelligence from InfoView
2
Web Intelligence InfoView options
Advanced
DescriptionDocument creation option
You create documents using the
Java Report Panel, a Java applet
than launches in your Web browser.
The Java Report Panel is a combined query building, report editing
and data analysis environment. If
you choose Advanced as your
document creation option, you also
use the Java Report Panel for
working with the data returned by
the query. The 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
26 Building reports using the Java 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 Java Report Panel 27
Accessing Web Intelligence from InfoView
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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.
28 Building reports using the Java 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.
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Accessing Web Intelligence from InfoView
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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:
30 Building reports using the Java Report Panel
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