Business Objects XI

Presentation Subtitle Subtitle Second Line PricewaterhouseCoopers

Web Intelligence Training

2002 IBM Corporation

Agenda

Discussion to ETL Stage

KPI and Dimension Discussions leading to the list of shortlisted KPIs
KP Sho r a Is tli Fu gai ma sted n p Di ncti st t ped m on he en a sio nd ns

Extraction, Transformation and Loading from Source Tables to the Data-warehouse

Data Modeling done on the basis of KPIs and the common dimensions

Universe Creation to Report Development

Arrange the Measures and Dimensions in Folders

l ne Pa c ho Ad

Modification in Universe properties to cater to Reporting/Dashboard needs

Report Creation as per the reqd. format

ar bo sh Da d

Agenda

Web Intelligence

Web Based Reporting environment. On the fly reporting , without any thick client. Simply use the URL for Info View from any where in the network.

To go to the ad-hoc panel: Enter the user credentials and click Document List After that, click New, then select Web Intelligence Document A list of Universe names would appear. Select the Universe relevant to the analysis If prompted for a Java Warning-Security message, click No The ad-hoc panel would appear for analysis with all the measures (i.e. KPIs or Facts) as well as the dimensions on the left panel (arranged in folders)

Universe

Business representation of the organizations data that helps end users access data using common business terms (thereby isolating them from the technical details of the database Collection of KPIs (facts) and dimensions in folder like structure Every KPI and its related dimension(s) is associated to a Universe. Conversely, every Universe has one or more KPIs (and their related dimensions)

Steps to go to the ad-hoc Panel

http://admptn039m:8080/InfoViewApp/logon.jsp

Steps to go to the ad-hoc Panel

Web Intelligence Report panel

A object represents data that provides the basis for analysis in a report. Both KPIs and Dimensions are known as Objects in Web Intelligence parlance

Drag(or double-click) objects to be selected( Only the objects [i.e. dimensions/KPIs] selected here would be available for ad-hoc analysis. At any time during the analysis, more objects could be dragged or dropped from this pane)

Drag(or double-click) objects to be filtered (Query filters limit the data returned by a query to a document. The Web Intelligence returns only the values that meet the query filter applied.)

WebI Reports output

In the default format of the report, the KPIs and dimensions are arranged in the order they are picked in the report panel.

Save a WebI Report

Select the Folder

The document saved in the Public Folder will be visible to every user. The document saved in the My Favorites folder will be only visible to the user who created that report.

Exercise
Objectives : To create a new Web Intelligence Document. To build & work with queries. To apply Query Level Filters. To save a new Web Intelligence Document.

1) Log on to the WebI portal, select the common relevant dimensions values for Primary Sales Quantity and SNOP Budget Sales. The dimensions are Time, Product, Region, Source Location and Physical Location. Also select Primary Sales Qty and SNOP Budget Sales Qty. Apply a query filter to take the values only for Sales Type=3 . Also make a query prompt asking the user To enter the Group Product of his choice 2) Drop the default report and create your own report by dragging and Dropping the dimensions and KPIs in the ad hoc panel 3) Save the report in your own personal folder in the Server

Agenda

Report Level Filter

Note: The filter at the query filter panel does a selection at the database level, whereas the filter at report level does a selection after the values are picked up from the database

Filter applied on the Fiscal Year 2011 only.

Exercise
Objectives : To apply multiple Report Level Filters. To change the default and Clause to or Clause

In the Report generated in the previous query, apply report level filter to Display values only for Fiscal year =2011 and Month code=Sep, Oct and Nov Also Display value only for Primary Sales Qty>0

Break Report
Break on Sales Region

Section Report
Sectioning of Reports Navigation across Sections

Report Level Calculations

Exercise
Objectives : To organize data using Breaks & Sections. To do sub-totaling using Breaks To apply Report Level Calculations (average, count etc.)

Contd. From the previous exercises: 1) Do a sectioning on the Months and a break on the Region 2) Do a sub-totaling on the Region to view the Primary Sales Qty Region-wise 3) Find out the average Group Product-wise sales quantity

Database Ranking
A Database ranking allows you to specify a ranking at the query and database level so that the returned to the Web Intelligence by the query is already ranked.

Report Level Sorting

Exercise
Objectives : To apply Report Level Sorting (ascending, descending as well as custom sorting) To apply Database Ranking.( Top / Bottom ) To view and make changes in the reports in View Structure Mode

Contd. From the previous exercises: 1) Apply a report level sorting on the Primary Sales Qty 2) Apply a Database Ranking to find out the top 3 and bottom 3 Regions w.r.t. the Primary Sales Qty

Cross Tab Reporting

Exercise
Objectives : To populate dimensions horizontally and vertically using cross-tab reporting format To populate measures/KPIs across the dimension combination

Contd. From the previous exercises: Insert another report in the same panel. 2) Make a cross tab report with year and month along the vertical axis and regions Along the horizontal axis. Find the actual collections for the combination of these Dimensions. Also show the budgeted collections for each Region. 3) Merge the cells where required using the View Structure mode
1)

Drill up and Drill down

A user can use drill to navigate through hierarchical levels of detail. Users can Drill-up to reach more summarized data and Drill-down on a hierarchy to reach to greater levels of detail.

Drill up and Drill down (Contd.)

Drill up

Drill down

View Structure Mode

Structure Mode without Data shows the skeleton structure of the report. Changes in report structure and formatting may be quickly done in this mode

View Structure Mode

Filters can be applied at the section, block or report level

Exercise
Objectives : To navigate across hierarchies (drill-up, drill-down and drill-by) using the Drill functionality

Contd. From the previous exercises:

1)

Click the drill option and do a drill-up/drill-down on the dimensions

Agenda

Report Variables

Variables are used to do report level calculations. Variables may be used in some other variables. Thus any complex calculation may be broken down into multiple variables and used in the report

Exercise
Objectives : To create variables using the available functions and operators in WebI. Use the variable for ad-hoc analysis

Contd. From the previous exercises: Create a variable for the Variance measure (difference between Budget Sales Qty and Actual Sales Qty). 2) Create a variable for the variance % (=Variance/Budget). The value Should be 0 if the budget is 0
1)

Alerter (Conditional Formatting)

Similar to Conditional Formatting in Excel

Exercise
Objectives : To create alerters for a measure.

Contd. From the previous exercises: Create an alerter which shows the figure for variance (calculated in the previous exercise ) in red and within parenthesis for all negative values 2) Deselect the alerter
1)

Agenda

Report Charts

Exercise
Objectives : To create Alerters Apply the Alerters created to the respective column To convert the report into charts To change the chart formats as required.

Canned Reports
Canned Reports are pre-defined reports available to the users (in a ready-to-use) format. Typically canned reports are created where there is additional complexity involved in the calculations or a report needs to be presented to the users in a custom-made format

Exercise
Objectives : Test everything learnt in the session

THANK YOU!!