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What is WebIntelligence? Creating a WebIntelligence query through the Query Panel Designing of the WebIntelligence Document Enhancing the presentation of your WebIntelligence report Using Multiple Datasources Analyzing the data in the WebIntelligence Document Sharing the WebIntelligence Report

Web-based tool used by the casual user for ad hoc reporting

Available in online and offline versions
x Log into Infoview to use WebI (online) x WebIntelligence rich client (offline) allows users to work on WebI documents and perform calculations locally without connecting to CMS

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Complexity of data hidden through the use of Universes Ability to use multiple data sources
Build multiple data providers (queries) using different Universes
x Ability to synchronize data elements from different sources and present them in one block

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Robust interactivity features through WebI interactive Output options available in PDF, Excel, and HTML

Use WebI when you need more advanced analytical capabilities than are provided by Crystal Reports, such as slicing and dicing, filtering, inserting, and swapping fields While BEx and WebI can provide analytical capabilities, WebI can include data from multiple sources To use WebI, youll need to define Universes to supply data WebI cannot connect directly to SAP or non-SAP data sources Universes draw the data from the data source, and WebI generates the report

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What is WebIntelligence? Creating a WebIntelligence query through the Query Panel Designing of the WebIntelligence Document Enhancing the presentation of your WebIntelligence report Using Multiple Datasources Analyzing the data in the WebIntelligence Document Sharing the WebIntelligence Report

Log on to Infoview A central web environment that allows end users to easily find the
documents and information they need All documents are organized by folder navigation tree Users can personalize the interface through the use of My Infoview Provides threaded discussions within documents for insight and collaboration Offers self-service scheduling so the user can quickly deliver information as well as share documents in various formats

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Create a New WebI document Select an existing Universe

A Universe containing necessary reporting objects must be created prior to creating a
Web document

Design and run the query

Build your data provider using the query panel Data tab contains all available objects for reporting from the Universe Drag and drop report objects from the data tab to the Results Objects panel
Query Filters

Results Object Panel Data tab

Use the Query filters pane to filter data set

Use the properties tab in the query panel to set query properties
Specify query name
Queries should be named if 2 or more have been added to the document

Optimize query runtime

Limit amount of data returned or the time taken for the query to run Use these options to retrieve fewer rows over less time.

Prompt orders Security options for editing data provider Resetting contexts for a prompt

Apply 4 types of filters within the data provider to refine your data set
Predefined filters are defined and created by the universe designer Custom filters are filters defined by the report designer Prompts are dynamic filters to display a question or a list of values the user can select different filter value(s) at each document refresh Subqueries allow you create more sophisticated and powerful filters compared to query filters The values of an one object are restricted based on with values of another object Restrict the values returned by the subquery with a WHERE clause

Log onto Infoview and create a WebI simple report using the eFashion Universe 1. Include the following objects in your report and run the query
Store Name Lines Sales Revenue

2. Go to the Edit Query view and restrict query results based on the predefined filter This Year and run the query 3. Go to the Edit Query view and create a prompt for State Run the query selecting Texas for the State prompt 4. Go to the Edit Query view and remove the following items:
the Lines object from Results Object panel the predefined filter This Year from the filter panel the prompt for State object

5. While in the Edit Query view insert a subquery in the filter panel for all stores whose sales revenue is greater than or equal to 100000.00 and run query 6. Save WebI Document as CWXX_Ex1_Query where XX is your group number

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What is WebIntelligence? Creating a WebIntelligence query through the Query Panel Designing of the WebIntelligence Document Enhancing the presentation of your WebIntelligence report Using Multiple Datasources Analyzing the data in the WebIntelligence Document Sharing the WebIntelligence Report

Data that is returned in a query is stored within the document

The result set is displayed by default in a tabular block Blocks can be transformed into vertical tables, horizontal tables, crosstabs, forms, and graphs with a right mouse click

Vertical tables display header cells at the top of the table and the corresponding data in columns

Default block type after running a query

Horizontal tables display header cells at the left of the table and the corresponding data in rows

Crosstabs display values for dimensions across the top axis and on the left axis

Values in the middle display the measure that correspond to the cross
section of the top axis and left axis dimensions Can include multiple dimensions in crosstabs

Forms are useful in your report if you want to display detailed information per customer, product, or partner
Examples: Individual customer information, or address information for mailing labels

All block types can also be turned into charts using the Turn To option
Available graphing options include bar, line, pie, area, radar, polar, and scattered charts

Blocks and charts format options can be found in the Properties tab
Make sure to select the block before going to the properties tab

Structure View allows you to make changes to the WebI document without implementing changes to the WebIntelligence server
Similar to working in Design mode in Crystal Reports work with data representation

In Results View Web Intelligence requests the server to apply the changes and returns results the modified format

Log onto Infoview and create a WebI report using the eFashion Universe 1. Include the following objects in your report
Quarter Store Name Sales Revenue

2. Restrict query results based on the predefined filter This Year and State equal to Texas ; run the query 3. Name the report Tab Vertical Table 4. Create a duplicate copy of the Vertical Table tab 5. Use the Turn to option in the context menu and change the format to Horizontal Table and rename the tab Horizontal Table 6. Create a duplicate copy of the tab and repeat the above step using the Turn to option to create the following table formats; rename each of the tabs based on the table formats
Form Crosstab Bar Graph

7. Save WebI Document as CWXX_Ex2_Designing Format where XX is your group number

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What is WebIntelligence? Creating a WebIntelligence query through the Query Panel Designing of the WebIntelligence Document Enhancing the presentation of your WebIntelligence report Using Multiple Datasources Analyzing the data in the WebIntelligence Document Sharing the WebIntelligence Report

Sections and breaks help organize a report and make it easier to navigate within Sections group related data together
Section map is created to toggle from one section to another You can also create subsections within sections Section by Year, subsection based on State

Sections and breaks help organize a report and make it easier to navigate within Break is a division in a result table in which data is grouped according to a selected value in smaller tables

Standard calculations are available through a drop down list Alternatively, use the formula tool bar/Formula Editor to construct a formula
Create a formula Modify existing formulas Create and define variables Validate formulas

` A variable is BOBJ terminology for a formula saved as an object

in the query To edit a variable, select the variable and right click and click Edit
Variable

In addition to restricting data from within the query, a WebI report user can narrow down query results by using the quick filter
When filtering values using the filter panel in the query, results are filtered at query run time in contrast using quick filter values are merely hidden in the document but still part of query results

Sort order can be applied to the data displayed in the report

Ascending Descending Custom Custom sorts allow the user to define the sort order

Ranking allows you to isolate the top and bottom records in a set based on a variety of criteria
Top 3 Countries based on Revenue Bottom 10% Stores based on Revenue Generation

Rank Data in several different ways

Rank the top/bottom n records by dimension based on the sum of a related measure Rank the top/bottom n% of the total number of records by dimension based on the value of a related measure as a percentage of the total value Rank the top/bottom n records by dimension based on the cumulative sum of a related measure
Rank the top regions whose cumulative revenue is less than or equal to 10,000,000

Rank the top/bottom n records by dimension based on the value of a related measure as a cumulative percentage of the total value of the measure
Rank the bottom regions whose cumulative revenue is less than or equal to 30% of the total revenue

` Alerters enable you to highlight exceptions or deviations by

specifying formatting that makes those results stand out on reports

Alerters can change the cell properties for a specified field or row
Cell properties include font style, color, background color, and even format

You can apply multiple alerters throughout the report with same specified alert format or you can create sub-alerters that have a different format

Alerters enable you to highlight exceptions or deviations by specifying formatting that makes those results stand out on reports Build advanced alerters using the Web Intelligence formula language
This is useful if you want to include formulas within the definition of the alerter. Use the formula language to display a text, formula, or hyperlink

Log onto Infoview and open WebI document CWXX_Ex1_Query where XX is your group number 1. Include the following objects in your report
State Store Name Lines Sales Revenue

2. Filter panel should contain a subquery for all stores whose sales revenue is greater than or equal to 100000.00 3. Run Query 4. Create a Vertical table with the following dimensions
State Store Name Lines Sales Revenue

5. Create a Section based on the State 6. Create a break in the block based on the Store Name

7. Provide an average for each Store 8. Save WebI Document as CWXX_Ex3_Presentation where XX is your group number and continue on to next page 9. While in CWXX_Ex3_Presentation insert a new tab called Report 2 10. Create a table with the following dimensions
State Store Sales Revenue

11. Create a variable that calculates the average sales revenue for each Line in a Store and add the variable to table
Hint: Use the Avg() Function and the ForEach Operator

12. Set a break based on State 13. Provide an average for each State 14. Save WebI Document 15. Compare results between Report 1 and Report 2

16. Go to Report 1 and create an alert that highlights the sales revenue for each line that is less than the average sales revenue for each line per store
Hint: You will need to create a Variable using the Avg() Function and the In and Body Operator

17. Insert a new tab called Report 3 and add a table with the State and Sales Revenue 18. Create a ranking for the Top 5 States based on Sales Revenue 19. Create a graph showing the Top 5 States based on Sales Revenue 20. Save WebI Document

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What is WebIntelligence? Creating a WebIntelligence query through the Query Panel Designing of the WebIntelligence Document Enhancing the presentation of your WebIntelligence report Using Multiple Datasources Analyzing the data in the WebIntelligence Document Sharing the WebIntelligence Report

Define multiple queries in your data provider by clicking the Add Query button in the query
Include data from a different universe
Universe can only be connected to one data source

Create differently focused queries coming from the same universe

Combined queries are multiple queries on the same universe that return a single set of data. Combined queries can have three relationships
Union takes the all the data from both queries, eliminates duplicate rows, and builds a combined data set Intersection returns the data that is common to both queries. Minus returns the data in the first query that does not appear in the second

Merging dimensions synchronizes multiple queries in a WebI report by merging them on common dimensions
After merging dimensions you can place dimensions from different data providers in a single block together
Web Intelligence creates a new dimension that contains all the values from the original dimensions that make up the merged dimension. Dimension objects provide key data for merging Measure objects project results based on objects in the block structure Dimension values must have the same data type and format in order to merge two objects

Auto-merge creates a merged dimension automatically when the same object from the same class is used in a second data provider Dimensions can be merged automatically under these conditions
The dimensions have the same name The dimensions have the same data type The dimensions are in the same universe

Extend Merged Dimension Values option found in the Document Properties of a WebI document performs a full outer join on common non merged objects between 2 or more queries.

When Extend Merged Dimension Values is not selected it performs an

inner join on common non-merged objects between 2 or more queries

Results of using the non-merged object with the Extend merged dimension values off.
Only see Cities from Query 1

Results of using the non-merged object with the Extend merged dimension values on.
Now see Cities from both Query 1 and Query 2.

Log onto Infoview and create a WebI report using the eFashion Universe
1. Include the following objects in your report and run the query
Store Name Sales Revenue Margin

2. Create an alert where Sales revenue font color is red if it is greater than or equal to 3000000 3. Create an alert where Margin font color is red if it is greater than or equal to 1300000 4. Based on the table, count the number records where the Sales Revenue is greater than equal to 3000000 OR the Margin is greater than equal to 1300000. Write down answer 5. Based on the table, count the number records where the Sales Revenue is greater than equal to 3000000 AND the Margin is greater than equal to 1300000. Write down answer 6. Based on the table, count the number records where the Sales Revenue is NOT greater than equal to 3000000 but the Margin is greater than equal to 1300000. Write down answer

7. Go to Edit Query view and insert a new query (Query 2); add Store Name in the Results Object Pane using the Efashion Universe and Margin is greater than equal to 1300000 in the filter pane 8. Create a combined query while still on Query 2 then select Combined query 2 in bottom left pane of query panel and insert Sales Revenue is greater than equal to 3000000 in the Filter panel 9. Run the query and insert table on different page then insert a count based on Store Name and name the tab Combined Query
Number should match number of records where the Sales Revenue is greater than equal to 3000000 OR the Margin is greater than equal to 1300000

10. Edit query and change Union to Intersection and run query
Number should match number of records where the Sales Revenue is greater than equal to 3000000 AND the Margin is greater than equal to 1300000

11. Edit query and change Intersection to Minus and run query
Number should match number of records where the Sales Revenue is NOT greater than equal to 3000000 but the Margin is greater than equal to 1300000

12. Save WebI Document as CWXX_Ex4_Multiple DS where XX is your group number

1. In CWXX_Ex4_Multiple DS , go to Edit Query view and remove the Combined Query 2. Insert a new Query called Query 2 and add the following dimensions
Store Name Quantity Sold

3. In Query 1 make sure the following dimensions are in the results object
Store Name Sales Revenue Margin

4. Run Query and insert table on new page 5. Merge the Store dimension from Query 1 and Query 2 6. Create a table with the following dimensions from Query 1 and Query 2
Merged Store Name Quantity Sold Sales Revenue Margin

7. Save WebI Document as CWXX_Ex5_Multiple DS where XX is your group number

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What is WebIntelligence? Creating a WebIntelligence query through the Query Panel Designing of the WebIntelligence Document Enhancing the presentation of your WebIntelligence report Using Multiple Datasources Analyzing the data in the WebIntelligence Document Sharing the WebIntelligence Report

When analyzing data in drill mode, each level moves along specified a drill path Drill path is based on the dimension hierarchies set by the universe designer At times a dimension can belong to more than one hierarchy, when this occurs WebI will prompt the user to select a drill path

` In the Results View, to switch to drill mode select the drill icon
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In drill mode the user can Drill down to see the lower-level data
Drill up to see how the more detailed data aggregates to a higher-level result Drill by to drill based on other dimensions and their hierarchies to get another view of the data

Drill mode works similarly to BEx feature Filter and Drill down according to

Scope of analysis for a query is extra data that you can retrieve from the database to give more details on the data
Extra data does not appear in the result block, but remains available to drill down for more detail

Scope of analysis levels do not have to be hierarchical structures, they can be custom levels of drill down based on dimension To drill based on the levels of Scope of Analysis, user must be in drill mode

1. Go to CWXX_Ex4_Multiple DS document and turn on Drill Mode in the Results View for Report 1 2. Drill Up on Store name. What is the drill path? 3. Go to Edit Query View and add the following dimensions to Query 1 and remove StoreName
Year State Lines

4. Show the Scope of Analysis pane

What is the drill path for the Lines object? What is the drill path for the Year object?

5. Change the Scope Level to 3 levels and run the query 6. In Report 1, create a table that has the following dimension
Year State Sales Revenue Margin

7. Which city in Texas had the lowest revenue in 2002? In what quarter was the largest deficit?

8. Using the Filter toolbar filter on State equal to Illinois and Year equal 2003, which quarter had the highest sales revenue? 9. Go to Edit Query view and clear out the scope of Analysis and run the query 10. Turn on Query Drill in Document Properties
Are you able to select Query Drill?

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What is WebIntelligence? Creating a WebIntelligence query through the Query Panel Designing of the WebIntelligence Document Enhancing the presentation of your WebIntelligence report Using Multiple Datasources Analyzing the data in the WebIntelligence Document Sharing the WebIntelligence Report

WebIntelligence documents can be shared in various ways

Publish documents to a Public Folder on Infoview Email them x Business Objects Inbox x Private Email Schedule for delivery x Self service scheduling process can be selected for the individual report

WebI documents can be saved in several formats

These formats then can be saved locally on your PC or in Infoview and Webi documents can then be emailed to Non WebI users