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BI_BOBJ_300 Business Objects For Power Users

BI_BOBJ_300 Business Objects For Power Users. Course Content. Introduction Unit 1 – Business Objects Infoview Unit 2 – Basic Report Design Unit 3 – Modifying Existing Reports Unit 4 – Adding Objects Unit 5 – Query Filters Unit 6 – Creating Queries Course Summary.

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BI_BOBJ_300 Business Objects For Power Users

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  1. BI_BOBJ_300 Business Objects For Power Users BI_BOBJ_300 Business Objects for Power Users v6

  2. Course Content • Introduction • Unit 1 – Business Objects Infoview • Unit 2 – Basic Report Design • Unit 3 – Modifying Existing Reports • Unit 4 – Adding Objects • Unit 5 – Query Filters • Unit 6 – Creating Queries • Course Summary BI_BOBJ_300 Business Objects for Power Users v6

  3. Prerequisites and Roles • Prerequisites • Successfully completed BEX_300 Or CM_BEX_300 • Successfully completed BEX_305 Or CM_BEX_305 • Course must be on training plan BI_BOBJ_300 Business Objects for Power Users v6

  4. Benefits of Business Objects (BOBJ) • Ability to join different data sources to create ad-hoc reports • Examples: GRADS, Remedy, FDB, BEx • Web interface where users can check out reports in their role-based folders, saving their own formatted views of the report • Interactive-mode, where power users can refresh the data • After changes to the query have been made • In the end user reports • Supports conditional formatting, alerts, and drill-downs BI_BOBJ_300 Business Objects for Power Users v6 4

  5. Terminology BI_BOBJ_300 Business Objects for Power Users v6

  6. Unit 1 Business Objects Infoview BI_BOBJ_300 Business Objects for Power Users v6

  7. Unit 1 – Business Objects Infoview • How to Access • Using Infoview BI_BOBJ_300 Business Objects for Power Users v6

  8. Business Objects Software Needs • myReports tab on myUK portal • Same Power User access as for BEx-Analyzer • Received after passing BI_BOBJ_300 assessment • Business Objects Infoview local client • Check with your IT support to load software • Call Customer Service tech support at 7-5599, if you are unsure of who your IT person is BI_BOBJ_300 Business Objects for Power Users v6

  9. How to Access – In Production • Log on to the myUK portal • Click on myReports Disclaimer: You will not have the Power User functionality until you pass your assessment and course credit has been processed BI_BOBJ_300 Business Objects for Power Users v6

  10. How to Access – In Production • Click on Options and select Open in New Window • Provides larger viewing area BI_BOBJ_300 Business Objects for Power Users v6

  11. How to Access – In Production • When Business Objects InfoView opens, click Document List • Use either the menu or the toolbar • Contains the reports to which you have access • Click Yes when the Security Information box appears BI_BOBJ_300 Business Objects for Power Users v6

  12. Business Objects - Infoview • Favorites folder is the default folder • Contains all the reports you create and modify • Other Power Users can not access reports here BI_BOBJ_300 Business Objects for Power Users v6

  13. Business Objects - Infoview • You will be able to see the title, type, and owner of the report • You also can search for title of a report BI_BOBJ_300 Business Objects for Power Users v6

  14. Business Objects - Infoview • To view other reports, click on the Expand icon to the left of Public Folders or double-click on the folder • BW role determines access to folders • Double-click on the appropriate folder to display the reports BI_BOBJ_300 Business Objects for Power Users v6

  15. Business Objects - Infoview • To open a report, double-click on it • A system message may display letting you know that the document is being retrieved (processed) BI_BOBJ_300 Business Objects for Power Users v6

  16. Reports • Are created using universes • Example: Report FI_Missy: BOBJ_300 Exercise Report Universe Funds Center Balances: Budget vs Actual BEx Query QZPU_C02_5008 BExInfocube ZPU_C02 BI_BOBJ_300 Business Objects for Power Users v6

  17. Business Objects - Infoview Left side – Navigation Map Right side – Report details To view any prompts (variables), click User Prompt Input BI_BOBJ_300 Business Objects for Power Users v6 17

  18. Business Objects - Infoview Left side – User Prompt Inputs (Variables) Right side – Report details BI_BOBJ_300 Business Objects for Power Users v6 18

  19. Displaying Reports • To display an existing report, open the report • Displays report with the most recent refresh date BI_BOBJ_300 Business Objects for Power Users v6

  20. Exercise 1.1 • Displaying a Report BI_BOBJ_300 Business Objects for Power Users v6

  21. Summary • How to Access • Using Infoview BI_BOBJ_300 Business Objects for Power Users v6

  22. Unit 2 Basic Report Design BI_BOBJ_300 Business Objects for Power Users v6

  23. Unit 2 – Basic Report Design • Report Design • Edit Report Screen • Report Manager • Grids BI_BOBJ_300 Business Objects for Power Users v6

  24. Report Design • Report format can consists of: • One or more reports • Similar to multiple worksheets in an Excel file • One or more blocks • Table, cross tab, form, or chart • Returned Data BI_BOBJ_300 Business Objects for Power Users v6

  25. Edit Report Screen • To make changes to the report use the Edit Report screen • After running the report, click on Edit • When the screen displays, the Edit Report button will be highlighted BI_BOBJ_300 Business Objects for Power Users v6

  26. Edit Report Screen BI_BOBJ_300 Business Objects for Power Users v6

  27. Report Manager – Data Tab • Allows viewing the data objects available in a document • Organized alphabetically (default) • Recommended to arrange by query BI_BOBJ_300 Business Objects for Power Users v6

  28. Report Manager – Template Tab • Allows adding and changing the type of blocks in a report by dragging and dropping templates • Also provides templates for adding: • Last Refresh Date • Page Number • Page Number/Total Pages BI_BOBJ_300 Business Objects for Power Users v6

  29. Report Manager – Map Tab • Allows viewing and navigating through reports and sections in document • Click on Structure to view the structure of the report BI_BOBJ_300 Business Objects for Power Users v6

  30. Report Manager • Properties Tab • Allows formatting the report and blocks within the report • Click on a part of the report to view its properties, i.e., table, cell, title, header, etc. BI_BOBJ_300 Business Objects for Power Users v6

  31. Report Manager - Thumbtacks • Used to keep the Report Manager displayed • Click on the thumbtack to collapse the Report Manager • Click on one of the Report Manager buttons to open again, and then click on the thumbtack to keep it open BI_BOBJ_300 Business Objects for Power Users v6

  32. Report Manager • Simple to configure how the tabs display • Use the Configure Views icon BI_BOBJ_300 Business Objects for Power Users v6

  33. Report Manager • Data tab in front of other tabs (default view) • Properties tab below Data tab • Allows both tabs to be viewed simultaneously • Tabs become clickable buttons BI_BOBJ_300 Business Objects for Power Users v6

  34. Report Manager • Data tab on left, Properties tab on right • Collapsing Report Manager as vertical toolbar • Tabs become clickable buttons BI_BOBJ_300 Business Objects for Power Users v6

  35. Grids • Use grids to line up report features, such as the title, graphs, charts, tables, etc. • Click on Show User Settings icon BI_BOBJ_300 Business Objects for Power Users v6

  36. Grids • Can • Change the measurement unit • Show grid • Snap to grid • Change grid spacing BI_BOBJ_300 Business Objects for Power Users v6

  37. Grids • Select your settings and click OK • Grid displays in background of report BI_BOBJ_300 Business Objects for Power Users v6

  38. Summary • Report Design • Edit Report Screen • Report Manager • Grids BI_BOBJ_300 Business Objects for Power Users v6

  39. Unit 3 Modifying Existing Reports BI_BOBJ_300 Business Objects for Power Users v6

  40. Unit 3 – Modifying Existing Reports • Edit Report Mode • Using Save As • Rearranging Columns • Change Report Title • Remove Objects • Refresh Data BI_BOBJ_300 Business Objects for Power Users v6

  41. Edit Report Mode • Provides access to change the report including • Format changes • Sorting data • Adding/deleting/rearranging columns • Refresh data • Using free standing cells • Adding breaks, graphics • Tracking data changes • Access to Edit Query mode • Not all functions above taught in this course BI_BOBJ_300 Business Objects for Power Users v6

  42. Using Save As • Remember! Use the Save Asfunctionality if you are changing an existing report • Ensures that you do not make changes to another person’s report • Two ways to save • Save As • Save to my computer As BI_BOBJ_300 Business Objects for Power Users v6

  43. Using Save As • To save the report in BOBJ, click on the drop-down icon to the right of the Save icon and select Save As • To drop the report on your computer in Excel or pdf format, click on Save To My Computer As • Cannot upload back to Business Objects BI_BOBJ_300 Business Objects for Power Users v6

  44. Using Save As • Click on My Favorites folder • Enter the new name for the report in the Name field • Important! Use the Business Objects Naming Standards BI_BOBJ_300 Business Objects for Power Users v6

  45. Using Save As • Click on Advanced to change the description of the report • Change the Description field • Include the universe name in the description BI_BOBJ_300 Business Objects for Power Users v6

  46. Using Save As • Enter keywords including universe name and AD/MC User ID • Recommended to not select Refresh onOpen BI_BOBJ_300 Business Objects for Power Users v6

  47. Using Save As • Click OK • After saving, the new name will display in the report window header BI_BOBJ_300 Business Objects for Power Users v6

  48. Rearranging Columns • To rearrange columns, click on column heading an hold down the mouse button • Move the column to the new location and release the mouse button to drop the column • Note: As you move the column heading, the system will highlight possible “drop sites” BI_BOBJ_300 Business Objects for Power Users v6

  49. Rearranging Columns • Column will display in its new location BI_BOBJ_300 Business Objects for Power Users v6

  50. Titles and Headings • Consist of a formula • Ex. Funds Center Balances: Budget vs Actual • =“Funds Center Balances: Budget vs Actual” • Ex. Funds Center Key • =NameOf([Funds Center Key]) • Can be changed easily using the Formula Editor toolbar BI_BOBJ_300 Business Objects for Power Users v6

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