CoE Desktop Intelligence Part1 v3

An Introduction to Business Object Desktop Intelligence
Course Module
Introduction to Business Objects
Advantages of Business Objects

Important Terminology Working with Tables
Copyright 2008 Adaequare Inc. All Rights Reserved. Un Authorized Duplication Prohibited
An integrated query, reporting and analysis solution.

Allows you to access and analyze the data in your corporate databases directly from your desktop. Provides a business-intelligent, semantic layer (Universe) that isolates business users from technicalities of the database.
BO Basic Architecture
Data Access
BUSINESS OBJECTS let you access data from a wide range of sources.
Relational databases (RDBMS), such as ORACLE, Microsoft SQL Server, Informix and IBM DB2, Teradata, Sybase. Multidimensional (OLAP) databases, such as Microsoft OLAP Services, Hyperion Essbase, and ORACLE Express. XML Documents. Text files and spreadsheets. Packaged applications such as SAP. Virtually any data source using Microsoft Visual Basic for Applications (VBA) procedures.
Center Management Server Database
Stores the following Users created by the Administrator. Universes created by the Designer. Documents sent by users so that other users can retrieve and view them.
Enforces security - Users access rights to view the different components like universes, documents, etc. Every user login is first validated against the CMS database.
BO Client Deployment Options
Full Client Deployment (2 Tier)

Greater flexibility for designing reports. Potentially faster response. Useful for a small group of POWER USERS. Thin Client Deployment (3 Tier)
Client / middleware installation not needed. Useful for large deployments. Intended users are not POWER USERS.
Introduction to BO products

Crystal Reports
Web Intelligence Desktop Intelligence
Crystal Enterprise
Crystal Analysis
OLAP Intelligence
Performance Management
BusinessObjects Data Integrator BusinessObjects Rapid Marts
Introduction to BO products
Primary Business Objects Enterprise products

Desktop Intelligence Web Intelligence Crystal Reports Designer CMC Data Integrator Performance Management OLAP Intelligence
- Full client reporting tool. - Thin client reporting tool. - Full client reporting tool. - Interface to design universes. - User administration and metadata management. - Accessing and integrating data from disparate sources - Customized analytic - applications for users - Full Client reporting tool (based on MDDB)
BO Architecture - How The Products Fit In
Business Objects Full Client
CMS Database Data Warehouse Web Server Web Intelligence
Desktop Intelligence Crystal Reports Performance Management
Business Objects Thin Client
Web Intelligence
Infoview
Application Server
Course Module

Important Terminology Working with Tables Working with Chart
Little or no dependence on Information Systems department to produce reports. Steep learning curve - faster learning. Extremely user-friendly interface. Multi-level Security. Easy Maintenance.
What is a Universe
A universe is a semantic layer that maps the data structure found in databases (tables, columns, etc) to business terms.
A universe can represent any specific business area, process, or department. For example, a universe can relate to a department in a company such as marketing or accounting.
Objects
There are three types of objects in a Universe:
Dimension
Detail
Measure
can be combined with a...
to gain more information on an entity.
to analyze summary information.
Class
A class is a logical grouping of objects within a universe. In general, the name of a class reflects a business concept that conveys the category or type of objects. A class can be further divided into subclasses. A designer defines hierarchies of classes and subclasses into a model that best reflects the business concepts of the company.
Building and Running a Query
Query Process
CLIENT User Users build queries against the universe in the Query Panel
SERVER
Users customize returned data according to requirements
BO infers the SQL and returns correct results in report format.
Database (Data Source)
Report
Data Provider
Documents
A document is composed of three main parts:
Data Provider
2 Blocks, providing views of the Data Provider

3 Report Pages
Using the Query Panel
This is where you put the data you want to have in your report.
Data available in your database.
Limit data in your report so that you can focus on specific information.
Presentation Styles
BO displays data in 3 different ways. Tables Charts Free standing cells. Tables are of 4 basic types Vertical Tables Horizontal Tables Crosstab Tables Forms

Course Module

Vertical Tables
Display data in either rows or columns. Have a header and a footer as special rows or columns.
Horizontal Tables
A financial table is very much like an ordinary table except that the headings run vertically rather than horizontally.
Horizontal data
Vertical data
Crosstab Tables
A Crosstab representation specifies the intersection of Column/Row
Display data in both rows and columns.

Corresponding data appears at the intersection of columns and rows. Can display both row totals and column totals. At least 3 variables are needed to build a crosstab. Row and column headings describe the content of the cells
Creating Vertical Tables

METHOD 1 - Using Report Manager Open Report Manager Window, if it is not open. Click on the Data tab of the report manager. A list of all variables in the data provider is displayed. Select variables from the Report Manager and drag to drop them in the Result objects box. To select multiple variables, use the CTRL key. Cursor changes to Create table cursor. A table is created for those variables.
METHOD 2 Using Insert Table Wizard
Creating crosstab tables

METHOD 1 - Using Report Manager Create a list table using the same steps as followed before. Click inside one of the dimension columns. Drag the column to the upper right corner of the table. When the cursor turns to Turn to Crosstab release the mouse button. The table becomes a cross tab. METHOD 2 - Using Insert Crosstab Wizard Note: You need AT LEAST 2 dimension / detail objects and 1 measure object to create a crosstab.
Course Module

charts
Charts are the graphic equivalent of tables and crosstabs. Desktop Intelligence has a very powerful and easy-to-use charting feature. One can produce sophisticated and visually appealing charts to display a simple summary of your data or complex relationships in it.
Creating charts
BO has 5 basic types of charts

1. 2. 3. 4. 5.
2-D and 3-D column 2-D and 3-D Line 2-D and 3-D Area 2-D and 3-D Pie X-Y Scatter
Creating charts
Charts can be created in multiple ways Use the Insert Chart wizard. Turn an existing table / crosstab into a chart.
Copy and Paste an existing table / crosstab and turn it into a chart.
Note - To create a chart you need at least one measure object and one dimension / detail object.
Saving Reports from Desktop Intelligence

Reports can be saved from DI in the following formats Text (.txt) or Rich text (.rtf) Can be opened in different applications and on platforms other than Windows. Spreadsheet format (Microsoft Excel) Each value from the exported data, appears in a different cell.
Portable Document Format (.pdf) Reports cannot be edited or analyzed, but useful for high quality printed copies. HTML Format (.htm) Reports are easy to view over the Web.
Resizing columns
You can resize a column automatically by: Double clicking on the right hand column border You can resize a row automatically by: Double clicking on any data row border You can resize header rows automatically by: Double clicking on the heading row border
You can also resize by using drag and drop on the border.
Double - Click Drag n Drop
Dragging and Dropping Columns
You can move columns by dragging and dropping them:
Select the column you want to move.
Drag and drop the column.
Changing Column Titles
You can change the titles of columns: Double click on the title you want to change.
Store
Type the new title.
Press the Enter key.
Moving Tables
You can move tables on the report page:
Click anywhere in the table.
Move the mouse pointer over the border.
Drag and drop the table.
Applying Calculations to Columns
Desktop Intelligence provides many automatic calculation functions:
Move the mouse pointer over a column in a table. Click on right mouse button.
Adding a Sum
You can sum data in a column automatically:
Click on the Measure column you want to sum.
Click the Insert Sum button in the Report Toolbar.
Adding a Percentage
You can add percentage data to a column automatically:
Click on the Measure column you want to add percentages to.
Click the Show as Percentage button in the Report Toolbar.
Counting Rows of Data

Desktop Intelligence provide two functions for counting rows of data: Count - counts distinct values only Count All - counts all rows in a column, including duplicates and empty rows
Counting Distinct Rows of Data
Use the Count function to count distinct rows:
Click on the column you want to apply the Count to.
Click the Insert Count button in the Report Toolbar.

Unique rows
Counting All Rows of Data
Use the Count All function to count all rows: Right click on the column you want to apply the Count All function to. Choose Count All.
All rows
Sorting Data
Desktop Intelligence lets you sort the data in columns automatically.
There are 3 types of sort: Sort in ascending order - A to Z, 1 to 9, dates past to present
Sort in descending order - Z to A, 9 to 1, dates present to past
Custom sort - you can sort on multiple columns, select special month and day sorts or design your own
Applying a Sort
The sort options are shown in the Report Toolbar: Click on the column you want to sort.
Click the Insert Sort button in the Report Toolbar.
Click the appropriate sort button.
Applying a Custom Sort
Filtering Data
Note:
You can apply more than one filter Be careful that if you apply more than one filter that they do not contradict You can mix Simple and Complex filters You can apply global filters Apply to all tables, charts, etc. on the page You can apply filters on just one table, chart, etc.
You can apply a filter on a variable that is not used in the report
Applying Conditions
You can restrict a query so that it returns data related to a subset of values for an object rather than all values.
Three types of conditions are available in Desktop Intelligence:
Single and multi-value conditions
Prompted condition
Predefined condition
Applying Conditions
A condition has three elements. These are (for example):

Store Equal to e-Fashion Austin Magnolia
object Condition
operator
operand
These three elements are defined as follows:

Object :a field or column of data. Operator :specification of the relationship between the object and the operand. Operand :the object value to be searched for.
Applying single-value conditions
Applying multi-value conditions
Applying prompted conditions
Which year?
2000
Type the question: Which year? Then press Enter or click outside this box.
Understanding Wildcards in conditions
B%
Type the pattern: B% Then press Enter or click outside the box.
Logical operators in multiple conditions
Double click the AND operator to change it into an OR operator.

Slice & Dice
Once the basic data has been fetched from the database, users might want to view it from various angles. Slice and Dice mode actually works on the Microcube of data that has been created when the user first ran the query. Purpose: To view data from various angles and at various levels. Done using: Slice and Dice Panel. Invoked using the icon on the toolbar or Using menu item Analysis > Slice and Dice
Slice & Dice Panel
Break
Filter
Sort
Rank
Calculator
Slice & Dice functions
Sort - Sort any column in ascending / descending order

Filter - Apply a filter to keep data that satisfies some criteria. Calculator - Perform a calculation on any column like Sum of a column, Average of column, etc. Break - Break up data in a table grouping it by a particular value.
Rank - Rank data as Top N or Bottom N.
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An Introduction to Business Object Desktop Intelligence

Advantages of Business Objects

Introduction to Business Objects

An integrated query, reporting and analysis solution.

Center Management Server Database

BO Client Deployment Options

Full Client Deployment (2 Tier)

Web Intelligence Desktop Intelligence

BusinessObjects Data Integrator BusinessObjects Rapid Marts

BO Architecture - How The Products Fit In

Business Objects Full Client

CMS Database Data Warehouse Web Server Web Intelligence

Desktop Intelligence Crystal Reports Performance Management

Business Objects Thin Client

Advantages of Business Objects

Advantages of Business Objects

There are three types of objects in a Universe:

can be combined with a...

to gain more information on an entity.

to analyze summary information.

Building and Running a Query

Users customize returned data according to requirements

BO infers the SQL and returns correct results in report format.

Database (Data Source)

A document is composed of three main parts:

2 Blocks, providing views of the Data Provider

Using the Query Panel

Data available in your database.

Advantages of Business Objects

Display data in both rows and columns.

Creating Vertical Tables

METHOD 2 Using Insert Table Wizard

Creating crosstab tables

Advantages of Business Objects

BO has 5 basic types of charts

Saving Reports from Desktop Intelligence

Dragging and Dropping Columns

You can move columns by dragging and dropping them:

Select the column you want to move.

Drag and drop the column.

Changing Column Titles

Type the new title.

Press the Enter key.

You can move tables on the report page:

Click anywhere in the table.

Move the mouse pointer over the border.

Drag and drop the table.

Applying Calculations to Columns

Desktop Intelligence provides many automatic calculation functions:

You can sum data in a column automatically:

Click on the Measure column you want to sum.

Click the Insert Sum button in the Report Toolbar.

You can add percentage data to a column automatically:

Click on the Measure column you want to add percentages to.

Click the Show as Percentage button in the Report Toolbar.

Counting Rows of Data

Counting Distinct Rows of Data

Use the Count function to count distinct rows:

Click on the column you want to apply the Count to.

Click the Insert Count button in the Report Toolbar.

Counting All Rows of Data

Sort in descending order - Z to A, 9 to 1, dates present to past

Click the Insert Sort button in the Report Toolbar.