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  • Book Overview & Buying SAP BusinessObjects Reporting Cookbook
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SAP BusinessObjects Reporting Cookbook

SAP BusinessObjects Reporting Cookbook

By : Yoav Yohav
4.4 (9)
Buy this Book
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SAP BusinessObjects Reporting Cookbook

SAP BusinessObjects Reporting Cookbook

4.4 (9)
By: Yoav Yohav
Buy this Book

Overview of this book

If you are a business analyst, BI developer, or an IT professional who wants to learn the A to Z of how to work with Web Intelligence reporting tools and different types of data, then this book is for you. The only thing you need is a basic understanding of what Business Intelligence is and data concepts.
Table of Contents (16 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
Lock Free Chapter
1
1. Working with the BI Launch Pad
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1. Working with the BI Launch Pad
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Introduction
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Connecting to the BI launch pad
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Navigating within the BI launch pad
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Using the BI launch pad toolbars
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Adjusting the preferences
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Searching documents
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Launching applications
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The report menu functionality
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Working with different objects of the BI launch pad
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2. Creating New Queries
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2. Creating New Queries
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Introduction
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The universe structure
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Creating a simple query
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Editing the query
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Filtering the query results
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Using prompts
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Using AND/OR logic in conditions
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Creating nested filters
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Using a subquery
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Using combined queries
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Adding another query
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Working with several queries
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Working with the query properties
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Using the data preview
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Viewing the SQL
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Using other query results
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Scope of analysis
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Using database ranking
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Using BEx queries
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3. Working Inside the Report
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3. Working Inside the Report
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Introduction
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Understanding the structure of the Report layer
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Understanding the concept of the microcube
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Working with the Left Pane panels
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Working with the report toolbars
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Navigating between the view modes
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The File and Properties tabs
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4. Working with Tables
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4. Working with Tables
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Introduction
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Getting to know the structure of tables
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Working with different types of tables
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Formatting tables
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Working with cross tables
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Hiding dimensions
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5. Working with Charts
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5. Working with Charts
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Introduction
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Working with the Line chart
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Working with different chart types
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Formatting charts
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6. Formatting Reports
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6. Formatting Reports
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Introduction
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Using sorts
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Using calculations
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Using sections and breaks
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Ranking
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Conditional rules
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Data tracking
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Outline and fold
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7. Filtering the Report Data
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7. Filtering the Report Data
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Introduction
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Applying a simple filter
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Working with the filter bar
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Using input controls
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Working with an element link
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8. Merging Data
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8. Merging Data
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Introduction
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Merging data from several queries
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Understanding the merge logic
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Merging data from different universes
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Merging data from different data sources
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Filtering matched values
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Troubleshooting aggregation problems
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Extending the data synchronization
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9. Using Formulas and Variables
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9. Using Formulas and Variables
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Introduction
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Using formulas
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Working with variables
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Using aggregate functions
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Using character functions
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Using data provider functions
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Using date and time functions
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Using document functions
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Using logical functions
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Using misc functions
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Using numeric functions
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Using extended syntax
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10. Using Hyperlinks
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10. Using Hyperlinks
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Introduction
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Connecting reports
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Passing parameters between reports
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Linking to a web page
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Creating and editing hyperlinks manually
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11. Using Drill
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11. Using Drill
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Introduction
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Using the scope of analysis
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Using a query drill
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Using the drill formula
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12. Scheduling Reports
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12. Scheduling Reports
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Introduction
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Scheduling a report
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Working with instance history
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Publications
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Advanced publication options
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13. Working with BI Workspaces
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13. Working with BI Workspaces
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Introduction
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Creating BI workspaces
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Working with report parts
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14. Web Intelligence Rich Client
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14. Web Intelligence Rich Client
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Introduction
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Working with Web Intelligence Rich Client
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Working with local data providers
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Adjusting options
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Index
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Index

Adjusting the preferences

The preferences are a set of options that can adjust and configure the BI launch pad default environment's behavior. We can find among the preferences options that can change the user password, define a new look and feel for the Home tab, or even create shortcuts for a preferred public or private folder.

How to do it...

The Preferences button is located in the BI launch pad main bar, as shown in the following screenshot:

How to do it...

By clicking on the Preferences button, a new screen will appear, structured from the following seven main categories:

  • General: In this tab, the user can adjust the look and feel of the Home and Document tabs, for example, the Document tab can be adjusted in a way that every time the user switches to this tab, a specific public folder that they mainly work with will immediately show its content, as shown in the following screenshot:
    How to do it...

    In the next frame, the user can adjust the columns that will appear in the Report list view:

    How to do it...

    The last option in the general category is adjusting the working mode of the Internet browser with the reports. Another option is fixing the number of reports per page, as shown in the following screenshot:

    How to do it...
  • Change Password: In this category, the user can change their password:
    How to do it...
  • Locales and Time Zone: In this category, the user can adjust the product, language, and time zone locales. These definitions are mainly important to maintain the local conventions of date, numbers, and time that will be applied on the viewed objects such as reports, object names, and descriptions, as shown:
    How to do it...
  • Analysis edition for OLAP: This defines the connections to OLAP analysis that will be used to create new workspaces.
  • Web Intelligence: This category sets several important options. The View and Modify options can be adjusted to thin or rich functionality, but are also fitted to non-Java environments.

    If Java runtime is installed and ran through the web browser, then choosing Rich Client Application would be the preferred view and will modify the options to enhance the Web Intelligence functionality.

    How to do it...

    The Select a default Universe option enables the user to set a default universe for new report creation.

    Drill Options control which drill options will take effect:

    • Prompt when drill requires additional data: In case the drill results in fetching another query, the user will get a prompt notification before the query will run again
    • Synchronize drill on report blocks: Drill will be applied on all report blocks (tables, charts, and so on)
    • Hide Drill toolbar on startup: The drill bar will be hidden when starting a new drill
    • Start a drill session: This will start the drill on a current or new report
      How to do it...
    • Select a priority for saving to MS Excel: This sets the format options of a Web Intelligence document when scheduled and the report output is saved as an Excel file:
    How to do it...
  • BI workspaces: In this category, a workspace's style and grid can be adjusted, as shown in the following screenshot:
    How to do it...
  • Crystal Reports: This category sets the viewing options for crystal reports.

How it works...

The preferences control the basic settings of the view options, the BI launch pad's look and feel, and enable the user to configure the main screens and panels for their way of working.

See also

  • For information on working with the drill options, refer to the Scope of analysis recipe of Chapter 2, Creating New Queries, and Chapter 11, Using Drill
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SAP BusinessObjects Reporting Cookbook
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