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Introduccion To WebI
Introduccion To WebI
Introductions Your name? Your agency? Any experience with Enterprise Reporting (ER) Financial Reports? How do you expect to use ER Web Intelligence?
Chapter 1
Overview
Course Objectives
At the conclusion of class participants should have an understanding of the tools basic features:
Logon View Reports Create New Documents Insert totals / subtotals Schedule Reports
Navigate Edit existing Documents Set Sections and Breaks Print / Export Reports
Additional Resources
Toolbar Crosswalk SAP Business Objects Web Intelligence Product Tutorials
http://scn.sap.com/docs/DOC-7819
Web Intelligence vs. Standard Reports Standard Reports Pre-defined reports Report scheduling and viewing application Web Intelligence Self service reporting For querying, organizing, and analyzing data
Hours of Operation
ER Hours of Operation
24/7 for viewing reports Daily AFRS Data updates are from 8 pm through Midnight New and existing AFRS queries cannot be generated during this time
System Maintenance Between 12:00 am and 7:30 am on the Last Monday of every month Getting Support
8:00 a.m. to 5:00 p.m. Monday through Friday 360-407-9100 [email protected]
Chapter 2
1. Enter your assigned User Name in the User Name field 2. Enter your Password in the Password field. This application is using hardened password. Refer to the password guidelines on the next page. 3. Click the Log On button or press [Enter] to initiate a connection to the Web Intelligence.
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Password Requirements
The hardened password criteria are as follows:
Password must be at least eight characters long. Password must contain at least two of the following character classes: upper case letters, lower case letters, numerals, and special characters. It cannot contain your logon ID. Password must be changed every 120 days. After five incorrect logon attempts, your user account will be locked.
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Chapter 3
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Folder Structure
The Documents tab allows access to
My Documents Access to personal documents. Other users will not have access to these documents. Folders Access to Agency and other public folders. Personal Categories Allows users to group reports that are used frequently together regardless of their folder. Search Allow users to search for documents and objects stored in Web Intelligence.
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Chapter 4
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Chapter 5
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Operators
Operator Equal To Retrieves Data
Equal to the specified value
Example
{Fiscal Month} Equal To 10 retrieves data for fiscal month 10 {Fiscal Month} Not Equal To 10 retrieves data for all fiscal months other than 10 {Fiscal Month} Greater Than 10 retrieves data for fiscal months 11 and higher {Fiscal Month} Greater Than or Equal To 10 retrieves data for fiscal months 10 and higher {Fiscal Month} Less Than 10 retrieves data for fiscal months 01 through 09 {Fiscal Month} Less Than or Equal To 10 retrieves data for fiscal months 01 through 10 {GL Account} Between 6500 and 6600 retrieves data for GL Accounts 6500 through 6600 {GL Account} Between 6500 and 6600 retrieves data for all GL Accounts not between 6500 and 6600
Not Equal To
Greater Than
Less Than
Lower than or equal to the specified value Between two values; including these values
Between
Not Between
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Operators
Operator In List Retrieves Data
Same as values specified
Example
{Agency} In List 225;310;477 retrieves data only for Agencies 225, 310, and 477 {Agency} Not In List 225;310;477 retrieves data for all excluding Agencies 225, 310, and 477 Is Null does not apply to the AFRS Universes Is Not Null does not apply to the AFRS Universes {Program Index} Matches Pattern 15% retrieves data for any Program Index that begins with 15 {Program Index} Different From Pattern 15% retrieves data for any Program Index that does not begin with 15 {Budget Option} Both 1 and 2 retrieves data for budget options one and two
Not In List
Everything other than values specified Which there is no value entered in the database For which there is a value Includes a specific string that is like a value
Matches Pattern
Both
Except
Corresponds to one specified {Budget Option} Except Option 1 value and does not correspond to retrieves data for budget options other another specified value than one
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Modify a Document
1. Locate your query in your [My Favorites] folder 2. Right click 3. Select Modify
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Modify a Document
4. Select the Data Access tab and click the Edit icon located on the Data Providers sub tab.
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Between
To set a filter using a range of values use the "Between" operator. Since you have placed Fiscal Month in the Result Objects you can drag down to the Query Filter Box. Change the operator to Between from the drop down list of operators.
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Between
The filter editor box now displays two fields for entering values. Enter a value in each box. The Between operator is inclusive and will include the values entered.
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Matches Pattern
To include wildcard characters in a value to further define a filter use Matches Pattern. This is very useful when you are trying to find data that begins with, ends with, or contains a specified value. For example, you may create a filter to find all vendors that start with a certain word. Please note that using text in filters is not case sensitive.
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Matches Pattern
1. Drag a dimension into the Query Filters area. 2. Change the operator to Matches pattern by selecting it from the drop-down list of operator values.
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Matches Pattern
3. Type your value into the Value entry field followed by a %. This will select values that begin with the value entered followed by any other characters.
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Chapter 6
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Format Numbers
To reformat the numbers in a measure column select the Format tab and choose the format from the dropdown list located on the Numbers sub tab.
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Remove Columns
To Remove a column 1. Click and drag the object into the Available Objects Window.
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Remove Columns
2. Select Remove Column in the Remove dialogue box and click OK.
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Add Columns
To add Column Click and drag the object to the report table where it needs to be added. Overlap it with the edge of the cell next to it. Drop the object in the desired spot.
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Breaks
A break divides a large table into smaller sub-tables based on a selected dimension value. Using a break, you can display subtotals by the specified value, as well as a grand total for all values. The data is automatically sorted in ascending order by the dimension values when a break is inserted. To add a break, click in the data to highlight the column. Click on the Insert/Remove Break button on the Reporting toolbar.
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Chapter 7
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Printing Reports
Reports can be printed by clicking on the Print icon located on the File tab.
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Printing Reports
When the Print icon clicked the Print dialogue box displays. Set the print options and click OK.
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Exporting Reports
1. To export a report click on the dropdown arrow next to the Save icon and select Save as.
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Exporting Reports
2. When Save as is clicked the Save dialogue box displays. Select My Desktop, My Documents, or My Computer as the location.
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Exporting Reports
3. Verify the file name and update if needed. 4. Select the file type.
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Exporting Reports
5. Click Save.
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Scheduling Reports
Web Intelligence reports can be scheduled to run on a recurring schedule. 1. On the Documents tab, locate and select the object that you want to schedule. 2. Right click 3. Select Schedule
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Scheduling Reports
4. The schedule Dialogue will open.
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Scheduling Reports
4. 5. 6. In the Instance Title box, type a name for the instance. In the "Schedule" dialog box, click Recurrence Choose one of the recurrence options from the Run object list and set the required options. When you click Schedule, the default is immediately. The following additional options are available:
Once This option requires a start and end time parameter. The object runs once at the time that you specify. If you schedule the object with events, the object will run once if the event is triggered between the start and end times. Hourly This option requires information in hours and/or minutes for how frequently the object is run. Instances are created regularly to match the parameters that you enter. The first instance is created at the start time that you specify, and the object will cease to run on its hourly schedule at the end time that you specify. Daily This option requires a start and end time parameter. The object runs once every N days at the time that you specify. It will not be run after the end time that you specify.
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Scheduling Reports
Weekly This option requires a start and end time parameter. Each week, the object runs on the selected days at the time that you specify. It will not be run after the end time that you specify. Monthly This option requires a start date and time, along with a recurrence interval in months. The object runs on the specified date and time every N months. It will not be run after the end time that you specify. Nth Day of Month This option requires a day of the month on which the object is run. Instances are created regularly each month on the day that you enter at the start time that you specify. The object will not be run after the end time that you specify. 1st Monday of Month This option requires a start and end time parameter. An instance is created on the first Monday of each month at the time that you specify. The object will not be run after the end time that you specify. Last Day of Month This option requires a start and end time parameter. An instance is created on the last day of each month at the time that you specify. The object will not be run after the end time that you specify. X Day of Nth Week of the Month This option requires a start and end time parameter. An instance is created monthly on a day of a week that you specify. The object will not be run after the end time that you specify. Calendar This option allows you to select a calendar of dates. (Calendars are customized lists of schedule dates that are created by the Bi platform administrator.) An instance is created on each day that is indicated in the calendar, beginning at the start time that you specify and continuing until the end time that you specify.
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Scheduling Reports
7. 8. 9. Click Formats Select the format you want to schedule to from the Output Format list. Click Destinations
a) b) c) Select a destination option Select the Keep an instance in the history check box if you want to save a copy of the instance. Select the Use default settings check box if you want to the report to be sent to the logged in user.
You can schedule to the following destination locations: Default Enterprise Location If you select this option, the instance is saved within Business Objects. BI Inbox This option saves the instance to BI Inboxes specified. Email This option sends the instance to the specified email recipients. FTP Server This option saves the instance to the specified FTP server. File System This option saves the instance to the specified file location.
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Log Off
To log off click the Log Off button.
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Questions
Questions
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