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1 Beginner Guide
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UNIVERSE Universe is a semantic layer, we create the webi report on the top of the sap bi infocubes/Bex queries, it is the interface between the info provider (cubes,Bex queries) to webi report. Observe the below screen shots.
START- ALL PROGRAMS-- BUSINESS OBJECTS XI 3.1 .DESIGNER
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Our aim is to create the UNIVERSE on the top of the BEX query. Give the name and description of the universe. Here connection text box is there, this is used to connect the any source System (like sap client). GOTO NEW CONNECTION-
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GOTO NEXT
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CONNECTION TYPES 3 TYPES OF CONNECTIONS IS THERE I.e. 1. Secure 2. Shared (may not export to the repository (CMS)) 3. Personal (may not export to the repository (CMS)) We must be used secure connection only, because except this (secure connect) it may not export to the repository
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Select the SAP CLIENT ,give the connection type and connection name proceed to next
In the above window give the SAP USERNAME, PASSWORD, and CLIENTAPPLICATION SERVER NAME etc. Where you find these all, observer the next screen
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CLICK ON NEXT BUTTON It will display the all the INFOCUBES and BEx queries.
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By default all the info cubes available in the $INFOCUBE folder, but Bexqueries will not displayed directly. We must click on the query properties ALLOW EXTERNAL ACCES TO THIS QUERY.
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GO TO QUERY PROPERTIES - ADVANCED tab, click on the allow external access to this query.
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CREATE THE UNIVERSE ON THE TOP OF THE SAP BEx QUERY(ZSAL_IC_Q00001). SELCT THE required query(ZSAL_IC_Q00001). CLICK ON NEXT.
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In the above screen all the SAP BEx queries displayed as separate folder. All the info cubes displayed in the $info
cube folder.
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Now we create the universe on Bexquery, so we select the query, and click on next.
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Now check the connection, we given user id, password and client etc is correct or not, if all the credentials is correct ,the server may be responding, else not responding.
Click on ok.
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After click on ok button this screen will be displayed. In the business objects terminology all the characteristics and key figures as classes and objects.
SAP BI 1.Infoobjects(characteristics, key figures, attributes) 2.Charactersticks 3.Key figure 4.Attributes and Navigational attributes
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Comparison between UNIVERSE vs. SAP BEx Query/Info cube (See the next screen).
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SAP BI
SAP BO
1.Object-Dimension(blue color) Ex-Material(sub class) L00 Material L01 Material L00 refers to the ,it will give the aggregated information in the query level.
L01 refers to the ,it will give the detailed information in the query Level.
2.Infoobject-Keyfigure Ex:-Revenue
2.Object-Measure Ex:- Revenue(sub class) Revenue Revenue unit Revenue formatted value Revenue=1000 Revenue unit=1000 USD Revenue Formatted value=1000$ (Must be maintained in the source system)
Revenue=1000
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We observe the above screen, under the each dimension we observer the detailed object (green color) Like Attribute and Navigational attribute in the SAP BI. Next go to file menu. SAVE ALL.
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It will ask the where we want to export to, all user/administrator. All users means this universe sharable all the users within the organization. Administrator means this universe available only who as working as administrator within the organization. (See the next screen)
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Click on
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GOTO NEXT
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Give the connection name and type CONNECTION TYPES 3 TYPES OF CONNECTIONS IS THERE I.e. 1. Secure 2. Shared (may not export to the repository (CMS)) 3. Personal (may not export to the repository (CMS)) We must be used secure connection only, because except this (secure connect) it may not export to the repository.
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Select the $info cube folder. Select the required info cube.
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Then finish.
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Test the connection, we given userid and password correct or not, if it is correct the server may be responding.
Then click ok
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. The differences between SAP BO (classes, objects) and SAP BI(info objects and characteristics and key fig) . Already mentioned in the previous topics.
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Till now we have discussed about creating the UNIVERSE on the top of the INFOCUBES and BEx queries.
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UNIVERSE PARAMETERS 1. Definition 2. Summary 3. Strategies 4. Controls 5. SQL 6. Links 7. Parameters We discuss the universe parameters one by one. Click on the parameter button.
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Under the summary tab ,all information of the universe will be displayed i.e. No of classes, objects condition joins and hierarchy etcIn the universe. It will be display the all the information of the universe.
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The strategies tab enabled, when we creating universe on the RDBMS tables, in our case study it will not enables because we create the universe on the top of the SAP CUBES and BEX queries.
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Under the control tab, Limited size of the row, limited execution time and limited size of the long text displayed to. All information will be displayed by default.
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The SQL tab will be display the allow use of the sub queries, allow complex operations in the subquery, we check this check boxes as per our requirement.
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The main use of the LINK tab, to add the multiple universes in this universe as per our requirement Like MULTIPROVIDE and INFOSET in the SAP BI.
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The PARAMETER tab will display the all information will be displayed Ex:- auto update query automatically etc..
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WEB INTELLIGENCE
In previous session we discussed, creating the universe on the top of the SAP INFOCUBES and SAP BExqueries. In this session we creating the Ad-Hoc reports by using the Web Intelligence\ Web Intelligence Rich Client \ Desktop Intelligence. Differences between These Three tools
DESKTOP WEB INTELLIGENCE INTELLIGENCE(DESKI) RICH CLIENT 1. Offline Tool. 2. Need to install in client mission. 3. Must be export to the Repository (CMS). 4. Saves under the local system as well as Repository (CMS). 5.SOURCE DATA:Flat files, Database tables, XML, And Universes etc. 6. Reports are saves with extension .rep. 7.There are no optional prompts in DESKI. 1. Offline Tool. 2. Need to install in client mission. 3. Must be export to the Repository (CMS). 4. Saves under the local system as well as Repository (CMS). 5.SOURCE DATA:Flat files, Database tables, XML, And Universes etc.. 6. Reports are saves with extension .wid. 7.There are optional prompts in WEBI RICH CLIENT WEB INTELLIGENCE(WEBI) 1. Online Tool. 2. It access over web.
3. By default saves under the repository (CMS). 4. Saves under the Repository (CMS) Only.
6. Reports are saves with extension .wid. 7.There are optional prompts in WEBI
8. Can be open with/without 8.Can be open info view. Through info view only.
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WEB INTELLIGENCE FUNCTIONALITIES FORMATED REPORTS. CROSSTAB REPORTS. SESSION REPORTS. VERTICAL REPORTS. HORIZONTAL REPORTS. MERGEING DIMENSIONS. MERGING REPORTS. BREAKINGS. ALERTS. RANKINGS. SCHEDULING THE REPORT. VARIABLES. SORT. The above functionalities very user friendly compared to query designer in the SAP BI. Some variable processing types may not be worked in web intelligence They are customer exit and replacement path. Our aim creating the WEBI reports on the top of the universe. WEBI Can be open Through info view only.
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How to open info view? START-- All Programs-- Business Objects XI 3.1- Business objects Enterprise---- Business objects Enterprise Java infoview. see the below screen
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Give the required USERID and PASSWORD then click on to LOG ON button. Observe the next screen.
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Click on the web Intelligence Document. After click on the web Intelligence Document, all the universes will be displayed. The Displayed universes saved under the Repository (CMS).
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Select the required universe and click on it. After click on it web Intelligence new document will be displayed.
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Query Editor will be opened, in the query editor all the required DATA(classes and objects) and option panel (Result objects and Query filter ) is available.
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Drag and drop the required objects (dimensions, detailed objects and measures) to the Result objects panel. Here each object(Dimension =characteristic)will be converted into the two formats they are, EX:-MATERIAL will convert in to L00MATERIAL and L01MATERIAL. L00MATERIAL gives the aggregated result. L01MATERIAL gives the detailed result. Run query. Observe the above query, we gives the aggregated objects (Observe the result in the next screen).
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BUSINESS OBJECTS XI 3.1 Beginner Guide THE SHOWS AGGREGATE LEVEL OF INFORMATION
The above output of the query displays the all the aggregated information. We takes the objects as input SALESDOCUMENT NUMBER, MATERIAL GROUP and MATERIAL The output display the ALLSALESDOCUMENT NUMBER, ALL MATERIAL GROUP and ALL MATERIAL.
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Drag and drop the required Objects (Dimensions, Measures, Detailed objects) in to result object panel. Click on the run query. Observe the output; it will give the detailed level of information. Observe the next screen.
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BUSINESS OBJECTS XI 3.1 Beginner Guide THE SHOWS DETAILED LEVEL OF INFORMATION
We observe the above output, it will give the detailed level of information. Summary of the above 3 pages, we will take the objects (ex:-L00Material,L01Material) as per user requirement. Ex:-End user wants to give the Detailed level of information in the report, we choose the L00Related objects, other wise user want to the aggregated level information in the report, we choose the L01Related objects Next we discuss the Web Intelligence Functionalities, these functionalities listed in the earlier.
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Formatted Reports: Formatted report means we design the reports for endusers LOOK and FEEL, it means set the report Background color and put the company logos, Images, page numbers and set the report header and footer. We discuss one by one.
We observe the above unformatted report, the end-user cant satisfied these types of reports, so we Put the report title. HOW? Double click on the Report Title.
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After click on the Report Title, Text box will be appeared, and type the report title as per end-user requirement. EX:-Report Title is SALES REPORT To increase the text size of the Report Title. Click on the properties button ,it will display the all the properties of the query Observe the next screen.
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GOTO PROPERTIES-- TEXT FORMAT/TOOLBAR SELECT FONT NAME AND SIZE Select the required font and size of the text.. Observe the next screen.
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User wants to set the background color to my report. How to set the background color to the report body footer, header etc? Go to Properties --- Background color.
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Here two types of colors is there :1. Default color. 2. Custom color. Set the color as per our requirement. Our requirement to put the company logo in the report. How to put the LOGO/Image in the report? Go to --- Properties--- Background image.
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When we click on the Background image property--- Background color image window will be displayed, here there are four options is they are, NONE (no background image in the report) . SKINS (Supplied by Business Objects predefine Skins). IMAGE FROM URL (Import the image/logo from the web). IMAGE FROM FILE (Import the image/logo from the local system). Choose the image as per our requirement.
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Choose the logo from Skin (Observe the above output). Next user wants to insert the page numbers in the report footer. How to insert the page numbers? Go to Template tab. In the template tab BUSINESS OBJECTS provides the some standard templates,I.e. Formula and text cells, page number cells .
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Still now we discuss about WEBI functionality-formatted report, it means we design the report LOOK and FELL(set the background color, put the company logo and report title to the report header, and insert the pager numbers, and increase the font size of the text as per end-user requirement. Suppose we want to see the summary of the report, The BUSINESS OBJECTS introducing the some standard TEMPLATES, simply Drag and drop the required template to the query panel, it will displays the summary of the query.
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It will displays the name of the query, parent Universe name, last refresh date and time, query execution time, number of rows in the query and results objects in the query. Next we discuss other functionality i.e. Report types: Cross tab report, Vertical report, Horizontal report, Section report, Form and Breaking the report, we discuss the one by one.
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HORIZONTAL TABLE
Here we have two options is there ,to convert the normal report to our required report, one is pre-defined templates ,other is go to the report body right click on the report--- click on TURN TO Select the required report format.
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After click on the TURN TO option, TURN TO window will be displayed. Select the required format(Horizontal table) Click on ok. Observe the output next screen.
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VERTICAL TABLE
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After click on the TURN TO option, TURN TO window will be displayed. Select the required format(Vertical Table) Click on ok. Observe the output next screen.
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After click on the TURN TO option, TURN TO window will be displayed. Select the required format (Crosstab Table). Click on ok. Observe the output next screen.
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FORM TABLE
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After click on the TURN TO option, TURN TO window will be displayed. Select the required format (FORM TABLE). Click on ok. Observe the output next screen.
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After click on the Insert/Remove Break, it will be converted into Breaking the report (observe the above screen).
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SECTION REPORT
In the report structure, select the required cell .Drag and drop to the above (observe the screen shot). It will convert in to Section report.
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After drop the calendar year cell to the above of the report structure, it will be converted in to section report.
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CHARTS-GRAPHS We place the CHARTS/GRAPHS in the report with table contents. How to insert the CHARTS/GRAPHS in to our report. GO to report body. Right click on the report--- click on TURN TO.
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Select the required Graph/Chart (vertical Bar/Line). Click on ok. Observer the output (next screen).
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Suppose we see the structure of the report. Go to toolbar Click on the VIEW STRUCTURE.
After click on it. It will give the structure of the report. Observe the next screen.
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I want to see again result of the structure, click on to the VIEW RESULT.
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Another Webi functionality is the SORT. By using the sorting we can sort the records as per our requirement. Business Objects provides some standard sorting functions. They are Ascending, Descending and custom sort. The ascending and descending sort is only applicable for the Measures (Numeric values). The custom sort is only for Dimensions(Characteristics). We discuss one by one.
We select the SORT option in two ways, one is direct button in the tool bar ,another is right click on the report select Sort, And select the Ascending/Descending as per our requirement. In our example we select the Ascending.
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After click on the ascending, all the records arrange in to Ascending order. Next is the descending order.Rightclick-- Sort--- Descending -- ok
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After click on the Descending, all the records arrange in to descending order. Next SORT is custom sort, this is only applicable for Dimensions (characteristics). Right click-- Sort--- Custom Sort-- ok.
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Next we discuss another functionality-Variable editor. By using the variable editor, we can customize the Objects (Measures) as per our requirement by using the conditions and mathematical functions like formula in SAP BI.
Go to toolbar Click on . After click on this button, variable editor will be displayed.
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In the variable editor, give the variable name and qualification of the variable (means it act as either Measure/dimension). In the formula editor, write the formula by using the data, functions and operators. Click on ok.
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After click on ok. New object available in the data panel. How to place these object in to report, without editing the query?
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Right click on the report-- insert insert column to the left/ insert column to the right/ insert column to the top/ insert column to the bottom. If we want place the column in the right side click on OK.
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After drop the required object all the blank cells will be filled with the required object.
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The alert is another WEBI functionality with which you can highlight the cells in the query output if the value beyond the threshold mentioned in the alert definition. For example, you want to create a report that will highlight the cells in the query output in green if the Revenue value is more than 10.00,0000 INR ,and in red if revenue value is less than 10.00,0000INR.This visualization can be achieved using ALERTS in the query. HOW to insert the ALERTS in the query (observe the next screen). Click on the ALERTS in the toolbar (observe the above screen with red circle).
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After click on it ALERT EDITOR will be open, give the alert name and description. Choose the Filtered object, Operator, Operands and formatted color. We will give the sub alerts also.
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After Click on OK button. OUTPUT of the query, observe the next page.
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We observe the above output of the query as per our requirement. The ALERT functionality is like EXCEPTIONS in SAP BEx Query Designer. Next we discuss another WEBI functionality-RANKING.
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Ranking is used to find top or bottom n no of records based on applied group or section. Before applying this option the report must be applied using Breaks/Sections. Web intelligence sorts the data as part of applying ranking. After click on the ranking-- add ranking. Ranking editor will be displayed.
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Web intelligence provides some ranking parameters, they are 1. Count. 2. Percentage. 3. Cumulative sum. 4. Cumulative Percentage. After click on ok. Result will be displayed as per our requirement.
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Next we discuss another functionality-FILTERS and PROMPTS. How to do the filers and prompts in the report?
Go to Edit Query mode. Drag and drop the required objects to the Query filter panel and drilldown it. Choose the Constant/values from list/prompt. Constant means enter the constant value, it will displayed the constant value in the report output. Values from list means we will select the required values before run the query (static report). Prompts mean we will select the required values after running the query (dynamic reports). We will discuss one by one.
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Select the required values and click on ok button. The list of values editor will be displayed before run the query. Next-- Run query .
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Next we discuss the Prompts option, it is the dynamic selection of the report. After running the query, it will display the Prompts window. Users dynamically select the required values (LIKE VARIABLES IN THE SAP BEx query).
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Double click on prompt and run query . After running the query, Prompt selection will be displayed. so user can select dynamically.
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The output of the query will be displays the only selected rows only. For the observation purpose , we use the query summary template. The query summary template will displays the all the information of the query and what are the values taken in the prompt selection.
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Suppose I am using the more than one object in the Filter panel. it will displays the logical operator between these objects. The logical operators are AND,OR. AND means it satisfies the both condition after it will give the result. OR means it satisfies the any one of the condition after it will give the result.
In the Query Filter, we take the two objects, i.e.L01MATERIAL and L01CALENDER YEAR. Between these two objects, we use the AND operation(it will generate automatically). Then Run Query .
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For the observation purpose, we use the query summary template. The query summary template will displays the all the information of the query and what are the values taken in the prompt selection.
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In the Query Filter, we take the two objects, i.e.L01MATERIAL and L01CALENDER YEAR. Between these two objects, we use the OR operation(it will generate automatically). Then Run Query .
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For the observation purpose, we use the query summary template. The query summary template will displays the all the information of the query and what are the values taken in the prompt selection.
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Another functionality is the Filter Toolbar, By using the filter toolbar, we place the toolbar in the report . Go to toolbar click on the Filter toolbar button.
After click on the button. Toolbar will appear on the top of the report.
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Drag and drop the required objects on the filter toolbar. We can place the only dimensions (characteristics) only.
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After placing the objects on the tool bar, it will act as filter toolbar(view lookup in the excel)
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We observe the above report, we select only calendar year=2003 and Material group=PC. Another functionality is the Adding the new query in to existing report.
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Click on the add query . After click on add query, it will display the list of universes. Select the required universe.
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Select the required Objects, Drag and drop the Result Object panel. Then Run Query . After running the query, new query Radio button box will be appear.
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Here some options is there as per our requirement. 1. Insert a table in a new report means new output will displays the another report. 2. Insert a table in the current report means new output will displays the with in the report. 3. Include the result objects in the document without generating a table.
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2.
One way is save as in repository(CMS), Another is save in local system(Excel,Pdf,CSV,CSV(with options)). Now we save the report under repository, click on save button . Select save as option . After click on it, it will open the repository (CMS) folders, choose the folder where you want to save.
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Next we discuss the Document properties. Go to report body right click on the report.
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In the document property, some document options is available. They are Refresh on Open, Enhanced viewing, Use query drill, permanent regional formatting. Must be checking all the check boxes, to get updated data in the query.
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Next we discuss the Scheduling the report as per user requirement. How to scheduling the report to the end-user? Go to Business Objects Enterprise Java Infoview. Log on to the infoview. Go to home. Select the folders where we save the reports under the repository. Select the report- right click on the report. Select the Scheduling option Click on ok.
E-Mail: nageswararao.kalava@gmail.com
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Hi All, In this document any mistakes, suggestions and modifications, please inform to me. Next I will prepare CRYSTAL REPORTS and XCELSIUS Document also.
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