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Business Objects For End Users BI_BOBJ_200

Business Objects For End Users BI_BOBJ_200. Course Content. Introduction Unit 1 – Business Objects Reports Unit 2 – Changing Variables Unit 3 – Tracking Changes Unit 4 – Exporting a Report Unit 5 – Saving a Report Course Summary. Learning Objectives.

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Business Objects For End Users BI_BOBJ_200

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  1. Business Objects For End Users BI_BOBJ_200 BI_BOBJ_200 Business Objects for End Users

  2. Course Content • Introduction • Unit 1 – Business Objects Reports • Unit 2 – Changing Variables • Unit 3 – Tracking Changes • Unit 4 – Exporting a Report • Unit 5 – Saving a Report • Course Summary BI_BOBJ_200 Business Objects for End Users

  3. Learning Objectives • Understand Business Objects (BOBJ) terminology and navigation • Run a BOBJ report • Refresh a report • Change the format of tracking changes • Export a report • Save a report BI_BOBJ_200 Business Objects for End Users

  4. Terminology BI_BOBJ_200 Business Objects for End Users

  5. Course Instructions • Click Attachments (upper right corner) • Click QRC Overview Navigation pdf • Print the pdf • Use the pdf to navigate the course and take the Check for Understanding Exercises at the end of each unit • Click on the Continue button to move to Unit 1 • Note: The button is located in the lower left corner of your screen. BI_BOBJ_200 Business Objects for End Users

  6. Unit 1 Business Objects Reports BI_BOBJ_200 Business Objects for End Users

  7. Unit 1 – Business Objects Reports • Business Objects (BOBJ) • How to Access • Document List • Finding and Opening a Report • Business Objects – Infoview Navigation BI_BOBJ_200 Business Objects for End Users

  8. Business Objects (BOBJ) • Documents may be created from different data sources. • Examples: Business Warehouse (BEx), Oracle, GRADS, Faculty Database (FDB), Remedy • BOBJ has a web interface where users can check out reports in their role-based folders and save their own formatted views of the report in their Favorites folder. • BOBJ supports tracking changes made to the data in the report. BI_BOBJ_200 Business Objects for End Users 8

  9. Business Objects (BOBJ) • Reports are located on myReports tab on myUK portal. • After Area Security Officer (ASO) approval is received to activate BOBJ access, users will have access to the same modules they do for the Business Warehouse (BW). • If no prior BW access exists, the Area Security Officer (ASO) will determine the appropriate BOBJ access. BI_BOBJ_200 Business Objects for End Users 9

  10. How to Access Use the following steps to access BOBJ reports: • From the UK homepage, click link blue • Click myUK BI_BOBJ_200 Business Objects for End Users

  11. How to Access • Log on to the myUK portal using your link blue User ID (AD or MC User ID) and Password • Click myReports • Click Options and select Open in New Window • Note: Choosing this option provides you with a larger viewing area. BI_BOBJ_200 Business Objects for End Users

  12. Document List • When Business Objects InfoView opens, click Document List • Note: You can use either the menu or the toolbar to open the Document List. • Note: The Document List contains the reports to which you have access. • Click Yes when the Security Information box appears BI_BOBJ_200 Business Objects for End Users

  13. Favorites Folder • The Favorites folder will contain any report that you have saved to it. • These reports will include any reports you have changed and saved, along with any other report you save to the folder. • For instance, you may want to save a report you run weekly so it is easier to find • Please note that if the original creator of the report makes changes to the original report, you will not see the changes reflected in the reports you have saved to your Favorites folder. • However, if you create a Shortcut to the report, changes will be reflected. BI_BOBJ_200 Business Objects for End Users

  14. Public Folders • To view a list of available reports, click on the Expand icon to the left of Public Folders or double-click on the folder. • Your BW (Business Warehouse) role or your ASO (Area Security Officer) determines the folders you have access to see. • Continue expanding folders, if needed, to display the reports. BI_BOBJ_200 Business Objects for End Users

  15. Finding a Report • You will be able to see the title, type, and owner of the report. • You can search for a report by the title, keyword, description, etc. BI_BOBJ_200 Business Objects for End Users

  16. Opening a Report • To open a report, double-click on it. • A system message may display letting you know the document is being retrieved (processed). BI_BOBJ_200 Business Objects for End Users

  17. Business Objects – Infoview Navigation The left side of the screen is the Summary/Manager area, and the right side displays the report details. The Summary/Manager contains summary information and several tools for changing your report. BI_BOBJ_200 Business Objects for End Users 17

  18. User Prompt Input With the User Prompt Input view, the Summary/Manager provides you access to the variables for the report, which you can use to change data in the report. BI_BOBJ_200 Business Objects for End Users 18

  19. Navigation Map and Tabs The Navigation Map and Tabs provide a quick way to move to the various sub-reports in the report. Note: Reports may contain two or more sub-reports consisting of tables, graphs, charts, etc. BI_BOBJ_200 Business Objects for End Users 19

  20. Document Summary Document Summary provides information about the report. Information includes: Document name Creator Who modified it last Description Creation date Last refresh date Document properties A list of the prompts and values BI_BOBJ_200 Business Objects for End Users 20

  21. Data Summary Data Summary provides a summary of the of the data objects used in the report. Information includes: Data source and Universe Objects (dimensions, details, measures, and predefined filters Formulas BI_BOBJ_200 Business Objects for End Users 21

  22. Chart and Table Types Chart and Table Types elements provide quick means of viewing the data in other ways. Elements include: Table Horizontal Vertical Crosstab Form Chart Bar Line Area Pie Radar Free-standing Cells BI_BOBJ_200 Business Objects for End Users 22

  23. Available Objects Available Objects display objects available to use in the report. Note: The objects displayed can be added to the report by dragging the object to the report and dropping it. BI_BOBJ_200 Business Objects for End Users 23

  24. Document Structure and Filters Document Structure and Filters display the structure of the report and its filters. Information includes: A summary of the sub-reports Formulas and where they are located, such as in the header Block type, such as “Vertical Table: Block 1” BI_BOBJ_200 Business Objects for End Users 24

  25. Find Find provides a way to search for specific data in the report. To use Find, enter the search term in the Find field and click Find Next. Options include: Match whole word Match case Search up the report Search down the report BI_BOBJ_200 Business Objects for End Users 25

  26. Refresh Date • The report displays with the most recent refresh date listed in the bottom right corner of the screen. BI_BOBJ_200 Business Objects for End Users

  27. Unit 1 Summary BOBJ has a web interface where users can check out reports in their role-based folders and save their own formatted views of the report. Reports are located on myReports tab on myUK portal. The Summary/Manager contains summary information and several tools for changing your report or viewing the data in different formats. Click on the Continue button to move to Unit 2 BI_BOBJ_200 Business Objects for End Users

  28. Unit 2 Changing Variables BI_BOBJ_200 Business Objects for End Users

  29. Unit 2 – Changing Variables • Variables • User Prompt Input Panel • Prompt Window BI_BOBJ_200 Business Objects for End Users

  30. Variables • Variables are used to limit the data in a report, and you can enter the value for the variable in one of two ways: • Enter the value in the variable field in the User Prompt Input panel; • Enter the value by using the Prompt window. • Required variables MUST have a value entered or you will be unable to refresh the data in the report. OR BI_BOBJ_200 Business Objects for End Users

  31. Required Variables • On the User Prompt Input panel, required variables are shown as (Required). • On the Prompt window, they are shown with a red arrow and as (Required). • You may need to use the scroll bar to see all the required variables in the list. BI_BOBJ_200 Business Objects for End Users

  32. Business Warehouse Variables • Business Warehouse variables listed with ranges display with a From and a To field. • An entry must be made in both fields or more data than intended may be pulled. • Example: If you enter the Fiscal Year/Period From with 002/2010 and no Fiscal Year/Period To entry, you will pull data from August 2009 to the current date. BI_BOBJ_200 Business Objects for End Users

  33. User Prompt Input Panel Use the following steps to change the value for a variable in the User Prompt Input panel: • Open the Business Objects report • Make sure you have the User Prompt Input panel displayed • To change the value, click the down arrow in the variable field BI_BOBJ_200 Business Objects for End Users

  34. User Prompt Input Panel • Select (--Show List of Values--) • Click the down arrow a second time • Double-click on the value • Note: If this is a To/From field, be sure to select a value for the corresponding field. • Click Refresh Data BI_BOBJ_200 Business Objects for End Users

  35. User Prompt Input Panel • A system message will display. • When the Prompt window displays, click Run Query • Note: A system message will display which indicates the time it took for the last refresh. • The time for this refresh may change depending on how much data is being pulled. • The new refresh date will display. BI_BOBJ_200 Business Objects for End Users

  36. Prompt Window Use the following steps to change the value of a variable using the Prompt window: • Open the report • Click Refresh Data • A system message will display. • Variables located at the top of the window. BI_BOBJ_200 Business Objects for End Users

  37. Prompt Window • Use the scrollbar to scroll to the variable • Single-click on the variable • Click Refresh Values BI_BOBJ_200 Business Objects for End Users

  38. Prompt Window • There are three ways to search for a value: • Use the scrollbar to find the value, and then double-click on the desired value; • Use the search field to search for a value; • (If the variable is a date) Click on the calendar icon and select a date. OR OR BI_BOBJ_200 Business Objects for End Users

  39. Prompt Window • Note: If the value list is large, the list may be broken down into several groups. Click the down arrow to see the groups and to select a different group. • Note: You also can choose a different group by clicking on Go to previous chunk or Go to next chunk. BI_BOBJ_200 Business Objects for End Users

  40. Prompt Window • Click Run Query • A system message will display. • The new refresh date will display. BI_BOBJ_200 Business Objects for End Users

  41. Unit 2 Summary Variables can be entered by using either the User Prompt Input panel or the Prompt window. Click on the Continue button to move to Unit 3 BI_BOBJ_200 Business Objects for End Users

  42. Unit 3 Tracking Changes BI_BOBJ_200 Business Objects for End Users

  43. Unit 3 – Tracking Changes • Types of Data Change • Set Baseline Report • Display Data Changes • Change Tracking Options • Hide Data Tracking BI_BOBJ_200 Business Objects for End Users

  44. Types of Data Changes • Tracking can be used to monitor performance or identify important changes. • It can help to make informed and effective business decisions. • Tracking data allows for timely action. • You can track the following changes in your report: • Added or removed data, • Modified data, • Increased or decreased data values. BI_BOBJ_200 Business Objects for End Users

  45. Tracking Changes • Use the following steps to turn on data tracking: • Click Track BI_BOBJ_200 Business Objects for End Users

  46. Set Reference Data • Select Use the current data as reference data • Note: The current data becomes the fixed reference data and remains the reference data after further data refreshes. BI_BOBJ_200 Business Objects for End Users

  47. Set Reference Data • Note: After setting the reference data, you can click Refresh Now to refresh the data when you accept your settings. • To accept your settings, click OK BI_BOBJ_200 Business Objects for End Users

  48. Display Data Changes • If you have chosen to refresh the data immediately and there are prompts set on your report, the Prompt window will display. • Make any changes needed to the values, then click on Run Query to run the report. BI_BOBJ_200 Business Objects for End Users

  49. Display Data Changes • The data changes will be formatted according to defaulted tracking options. BI_BOBJ_200 Business Objects for End Users

  50. Hide Data Tracking • Data tracking can be toggled on and off by clicking on Hide/Show Changes. • This feature allows you to control data tracking display on the report. BI_BOBJ_200 Business Objects for End Users

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