Vanderbilt Business Objects Users Group 1 Reporting Techniques & Formatting Beginning & Advanced

Vanderbilt Business Objects Users Group 2 Agenda Customizing Your Workspace Customizing Your Workspace Personal Documents Personal Documents Managing Reports Managing Reports Report Layout Report Layout Page Layout Page Layout Working With Breaks Working With Breaks Formatting Formatting Q&A Q&A

Vanderbilt Business Objects Users Group 3 Customizing Your Workspace

Vanderbilt Business Objects Users Group 4 Best Practices – menu & toolbars Access via right-click in toolbar area or by VIEW > TOOLBARS Best Practices – menu & toolbars Access via right-click in toolbar area or by VIEW > TOOLBARS Customizing Your Workspace

Vanderbilt Business Objects Users Group 5 Best Practices – Query panel Make sure the 3 buttons on top-left are always pressed Best Practices – Query panel Make sure the 3 buttons on top-left are always pressed Customizing Your Workspace

Vanderbilt Business Objects Users Group 6 Best Practices – Slice & Dice panel Make sure the 3 buttons on top-left are always pressed Best Practices – Slice & Dice panel Make sure the 3 buttons on top-left are always pressed Customizing Your Workspace

Vanderbilt Business Objects Users Group 7 Changing default file save location Access via TOOLS > OPTIONS > FILE LOCATIONS Changing default file save location Access via TOOLS > OPTIONS > FILE LOCATIONS Customizing Your Workspace

Vanderbilt Business Objects Users Group 8 Customizing Your Workspace BO Users Guides, accessed via HELP BO Users Guides, accessed via HELP Accessing Data and Data Analysis Accessing Data and Data Analysis Reporting Techniques and Formatting Reporting Techniques and Formatting

Vanderbilt Business Objects Users Group 9 Customizing Your Workspace Deciphering BO query error codes Accessed via HELP > ERROR CODES EXPLAINED Deciphering BO query error codes Accessed via HELP > ERROR CODES EXPLAINED

Vanderbilt Business Objects Users Group 10 Managing Reports

Vanderbilt Business Objects Users Group 11 Insert a new blank report Right-click on Report tab, similar to Excel Insert a new blank report Right-click on Report tab, similar to Excel Managing Reports

Vanderbilt Business Objects Users Group 12 Copy an existing report Creates new report based on existing one Copy an existing report Creates new report based on existing one Managing Reports

Vanderbilt Business Objects Users Group 13 Renaming and deleting a report Renaming and deleting a report Managing Reports

Vanderbilt Business Objects Users Group 14 Report Layout

Vanderbilt Business Objects Users Group 15 When your report contains several pages, there are a number of options in Business Objects to manage the page layout so that your report reads fluently and coherently and you obtain good printed copy. Report Layout

Vanderbilt Business Objects Users Group 16 Setting Margins and Header/Footer Setting Margins and Header/Footer –Click VIEW > PAGE LAYOUT to view –Click and drag to adjust spacing for either margin or header/footer Report Layout

Vanderbilt Business Objects Users Group 17 Adding Page#, Date and Time Adding Page#, Date and Time –Access VIEW > PAGE LAYOUT Only way to view Page# commands Only way to view Page# commands –Use INSERT > SPECIAL FIELD menu Choose DATE and TIME or PAGE #s Choose DATE and TIME or PAGE #s Report Layout

Vanderbilt Business Objects Users Group 18 Managing tables over multiple pages Managing tables over multiple pages Report Layout

Vanderbilt Business Objects Users Group 19 If you have trouble with page breaks cutting off data in cells, right-click in a cell and select FORMAT TABLE > PAGE LAYOUT tab. If you have trouble with page breaks cutting off data in cells, right-click in a cell and select FORMAT TABLE > PAGE LAYOUT tab. Report Layout

Vanderbilt Business Objects Users Group 20 Report Layout Running Headers & Footers

Vanderbilt Business Objects Users Group 21 In PAGE LAYOUT view, right-click a cell, select FORMAT TABLE > PAGE LAYOUT tab and check Page Break Header/Footer. In PAGE LAYOUT view, right-click a cell, select FORMAT TABLE > PAGE LAYOUT tab and check Page Break Header/Footer. Report Layout

Vanderbilt Business Objects Users Group 22 Report Layout Running Headers & Footers

Vanderbilt Business Objects Users Group 23 Page Layout

Vanderbilt Business Objects Users Group 24 How to lay out the different report components on a page to obtain a clear, professional look to your reports. – –Positioning report components – –Using Report Manager to structure report layout – –Hiding and displaying report components Page Layout

Vanderbilt Business Objects Users Group 25 Positioning Report Components – –Relative positioning – –Aligning blocks and cells – –Displaying delimiters – –Positioning components using the grid Page Layout

Vanderbilt Business Objects Users Group 26 Using Report Manager to structure report layout – –Organizing the report in Report Mgr – –Formatting components in Report Mgr – –Naming components in Report Mgr Page Layout

Vanderbilt Business Objects Users Group 27 Hiding and displaying Report Components – –Manually hide or display – –Set up condition which determines whether hidden or displayed Page Layout

Vanderbilt Business Objects Users Group 28 Breaking Up Data

Vanderbilt Business Objects Users Group 29 How to break up the data in tables and crosstabs and how to make and display simple calculations in tables and crosstabs Breaking Up Data

Vanderbilt Business Objects Users Group 30 Working with breaks – –What is it? – –Insert and remove breaks – –Formatting breaks Breaking Up Data

Vanderbilt Business Objects Users Group 31 Formatting Breaks – –Showing headers & footers – –Folding breaks – –Merging Cells – –Value-based breaks Organizing multiple breaks Managing breaks over multiple pages Breaking Up Data

Vanderbilt Business Objects Users Group 32 Formatting Sections, Tables, and Cells

Vanderbilt Business Objects Users Group 33 – –How to format sections in a report and how to format the cells, rows and columns that make up tables and crosstabs. Formatting S,T, & C

Vanderbilt Business Objects Users Group 34 – –Demonstration Formatting Sections Formatting Tables Formatting Cells Formatting S,T, & C

Vanderbilt Business Objects Users Group 35 – –Using hyperlinks in BO reports Formatting S,T, & C

Vanderbilt Business Objects Users Group 36 Q & A Thank you for your time!