WebI - Basics

Web Web Int Intel ellilige genc nce e-I

 Agenda 

Session 1: Basics 

Web Intelligence Overview

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Creating a New Webi document

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Restricting data returned by Query

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Report Design (Formatting Reports covered in this Part)

Sess Sessio ion1 n1 - Agend genda a 

Web Intelligence Overview

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Creating a New Webi document

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Saving a Webi document

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Modifying a Query

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Restricting Data returned by a Query

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Working with tables

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Presenting data in free-standing cells

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Presenting data in charts

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Formatting of Charts

Web Intelligence Overview 

Web Intelligence provides an easy to use user interface for building and analyzing reports.

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You can access information without much database knowledge.

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It allows you to perform the below tasks in a single tool - Quer Queryi ying ng - Repo Report rtin ing g - Anal Analyz yzin ing g - Shar Sharin ing g

Creating a New Webi document Click on New in the Infoview Home page  Select Web Intelligence document  Select the Universe  Web Intelligence automatically launches the document editor  

Select the universe by clicking on it

Building a Query 

Drag the objects from Data tab and drop in Result Objects pane.

Running a Query & Viewing the Report Click on Run Query  View the Report 

Saving a Webi document

Provide the Report Title

Click on Save butto n

Provide the Report Description

Select the Folder where the report is to be saved

Click on OK button

Edit Query Interface Elements 

New Document button

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Edit Query button

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Edit Report button

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Run Query button

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Purge Data button

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User Settings button

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Help button

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Configure View button

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Show/Hide Filter Pane

button 

Show/Hide Scope of  Analysis button

 Add

Query button

 Add

Quick Filter button

 Add

Subquery button  Add Database Ranking  Add a Combined Query  View SQL button

Modifying a Query Click on Edit Query  Adding one more object ‘Store name’ to the query  Run Query 

Query Result

Restricting data returned by a Query 

Limit the amount of data

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Improving the Performance

 You can restrict the data by the following

- Query Filters - Prompts  3 elements of a filter :

• an object • an operator  • a value(s)

Operators

Example for a Query Filter  

To see the Sales revenue of California state only

 Drag the object from

Data tab to the Query Filters pane 

Select the Operator 

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Select the required value from List of values

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Run Query

Query Filter Result

Results are displayed for ‘California’ state only

Types of Query Filters  Predefined Query Filters

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Single and Multi-value Filters

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Prompts

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Complex Filters

Prompts  Allows

user to select values while refreshing the document.

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Drag and drop the object from data tab to Query filter pane

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Select prompt from drop down list

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Click on the

button to set prompt properties

Click on ‘OK’ button after setting the prompt properties

Prompts Click on Run Query  Double click the required values and click on Run Query 

The Prompt Result

Removing Query filters 

Drag the filter you want to remove and drop it onto the Universe pane. Or  Select the filter, right click then press the Remove key.

Displaying data in Tables Crosstab

Vertical Table

Form Table Horizontal Table

Creating Tables 

Creating a Vertical Table from the Template  After

creating a report, Right click the Report tab  Select ‘Insert Report’ option  Drag and drop the Vertical Table template from Templates tab to Report Tab  Drag and drop the objects from Data tab over blue column heading Report tab

Placing the object on Template

Creating Horizontal Table Right click the Report tab  Select Insert Report  Drag the Horizontal Table template from Templates tab to Report tab  Drag and drop the objects from the data tab over blue column header  

Horizontal Table

Creating a Crosstab Drag the Crosstab Table template from Templates tab to Report tab  Drag and drop the dimension objects from data tab over blue headers  Drag and drop the measure objects from data tab over body cell 

Crosstab

Creating a Form Table Drag the Form Table template from Templates tab to Report tab  Drag and drop the objects from data tab over blue header  

Form Table

Working with Tables

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Changing table formats

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Duplicating tables

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Delete tables, rows or columns

To change a Table Format 

To change from Vertical table to Crosstab, drag the required template from Templates tab and drop on the Vertical table

Duplicating tables Position the cursor at the edge of table  Click on the border   Hold down the CTRL key and drag to an empty area. 

Duplicate table

Deleting tables, rows or columns Deleting Table

Deleting Column

Deleting Row Clearing Cell contents

Presenting data in Free-Standing Cells Inserting Blank cell in the Report

Using Last Refresh Date

Display text in a Blank cell

Select the blank cell and type the require d text in formula box

Setting the Date/Time Format

Modifying the default Report Properties 

Changing

Background Color  Select the background color

 Applying Background Image

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• Select Background Image Property • Specify the Image and click ‘OK’ button

Modifying the default Table Properties 

Select the table

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Select the Properties tab

Changing Header cells Format Specify ‘Courier New’ as Font Name and change background color to (153,51,102)

Click on ‘+’ sign to expand the Properties

Modifying the default Cell Properties 

Select the Column from table

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Select the Properties tab

Changing body Cells format

 Adjusting Cell Height

 Applying yellow color   Applying Padding

Changing the Column Header Text 

Select the Column Header 

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Select the Formula Toolbar 

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Type the required Text

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Press Enter 

Delete the default Text and provide the required Text in the box

Presenting data in Charts 

Chart Types

Bar Chart  Line Chart  Area Chart  Pie Chart  Radar Chart 

Bar Charts 2D Bar Chart

3D Bar Chart

Creating a Chart Drag the chart template from Templates tab onto the empty area of the document  Place the dimensions on X-axis and measure objects on Y-axis from data tab  Click the View Results button 

Bar Graph

Creating a Chart from a Table Select the Table and Right click

Select the required chart format

Click on ‘Turn To’ option

Resultant Pie Chart Click on ‘OK’

To change back chart into a Table Select the Chart and Right click Select the required Table format

Click on ‘Turn To’ option

Resultant Vertical table

Click on ‘OK’ button

Formatting a Pie Chart Showing Data Values

Showing Data Values as Percentage

Formatting a Bar Chart Showing Legend

Changing the X-axis Label

Orienting the Y-Axis values

Palette Editor  Click on Palette option in Data tab  Click on Edit palette  Select each color box and modify to required color   Palettes can be customized by changing each color in Palette editor  

References 

Click on the following link http://support.businessobjects.com/documentation/product_guides/default.asp

Select Web Intelligenc e from drop down list

Click on the items to downloa d

Dowloaded PDF format – Reference1