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MGS 4020 Business Intelligence Business Intelligence Environment & Tools Jun 8, 2017
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Agenda Business Intelligence Environment Business Intelligence Tools
- MS Excel Business Intelligence Tools - Business Objects Business Intelligence Tools - Webi Business Intelligence Tools - Cognos
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Business Intelligence Environment
Internal Source Systems Data Warehouse Data Mart Extract, Transformation and Load External Data Sources
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Business Intelligence Environment
Broad User Base Narrow User Base Microsoft Excel Report Writers Data Warehouse Data Mart BI Query & Analysis Tools OLAP Cubes EIS / Dashboards Data Mining Tools
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Business Intelligence Tools
Agenda Business Intelligence Environment Business Intelligence Tools - MS Excel Business Intelligence Tools - Business Objects Business Intelligence Tools - Webi Business Intelligence Tools - Cognos
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Microsoft Excel Why Excel is an effective BI Tool
Extensive knowledge base Very good for “what-if” analysis Flexible Feature rich Great single user analysis tool Open Architecture support powerful Add-ins Ability to import data for analysis Where Excel falls short Some flexibility requires programming knowledge Database ability limited by =Dfunctions Limited meta-data capabilities No server based components Mainly a document centric approach Interface to database has limitations
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Microsoft Excel Features that support Business Intelligence
Data-Import External Data (MS Query) Charting Pivot-Tables Database Functions (Dfunctions) If-Then-Else Logic VBA interface Uses Excel Database Functions to work with results Can uses VBA script to allow for Dynamic Queries DAVERAGE DCOUNT DCOUNTA DGET DMAX DMIN DPRODUCT DSTDEV DSTDEVP DSUM DVAR DVARP
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BI Query & Analysis Tool
BI Query & Analysis Tools Provides an end user the ability to query a database and analyze information BI Query & Analysis Tool Vendors Business Objects Cognos Brio MicroStrategy
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BI Query & Analysis Tool
Common Features Meta-Data Layer - Insulates the end user from the complexities of the data, database and technology Easy to use query interface Built in data functions Slice-and-Dice Capabilities Charting and Graphing Report Development Security Dashboarding BI Query and Analysis Meta-Data functions Defines table relationships Provides business naming Pre-defines calculations Reorganizes data fields Assists in data security Provides help text on tables, columns & calculations
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Business Intelligence Tools
Agenda Business Intelligence Environment Business Intelligence Tools - MS Excel Business Intelligence Tools - Business Objects Business Intelligence Tools - Webi Business Intelligence Tools - Cognos
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Business Objects What is Business Objects?
BUSINESS OBJECTS is an integrated query, reporting and analysis solution for business professionals that allows you to access the data in your corporate databases directly from your desktop and present and analyze this information in a BUSINESS OBJECTS document. BUSINESS OBJECTS makes it easy to access this data, because you work with it in business terms that are familiar to you, not technical database terms like SQL. You don’t need any knowledge of the database structure or technology. Once you’ve used BUSINESS OBJECTS to access the data you need, you can present
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Business Objects – What data sources are available?
BUSINESS OBJECTS let you access data from a wide range of sources. You can access data from Relational databases (RDBMS), such as ORACLE, Microsoft SQL Server, Informix and IBM DB2. Multidimensional (OLAP) databases, such as Microsoft OLAP Services, Hyperion Essbase, and ORACLE Express. Text files and spreadsheets Packaged applications such as SAP Virtually any data source using Microsoft Visual Basic for Applications (VBA)
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Business Objects – New Report Wizard
To help you build a data provider when you create a new document, BUSINESS OBJECTS launches the New Report Wizard when you start the application for the first time:
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Business Objects – Specify Data Access
Select an option for the report layout, then click Begin. The Specify Data Access dialog box appears:
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Business Objects – Select A Universe
The next step depends on what you want to do: If you chose to build a query on a universe in the previous step, the Select a Universe dialog box now appears:
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Business Objects – What Exactly is a Universe?
BUSINESS OBJECTS universes make it easy to access data, because they contain objects of data in business terms that are familiar to you. What’s more, you need no knowledge of the database structure, or of database technology, to be able to create powerful reports with data that is relevant to your work. Universes provide the business-intelligent, semantic layer that isolates you from the technical issues of the database. A universe maps to data in the database, in everyday terms that describe your business situation. Universes are made up of classes and objects. For example, the objects in a human resources universe would be Names, Addresses, Salaries, etc. Classes are logical groupings of objects. Each class has a meaningful name, such as Vacation (for objects pertaining to employees’ vacations). Each object maps to data in the database, and enables you to retrieve data for your reports.
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Business Objects – Classes & Sub-classes
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Business Objects – Dimension objects, measure objects and detail objects
Dimension objects retrieve the data that will provide the basis for analysis in a report. Dimension objects typically retrieve character-type data (customer names, resort names, etc.), or dates (years, quarters, reservation dates, etc.) A detail object is always associated to one dimension object, on which it provides additional information. For example, Address is a detail object that is associated to Customer. Address provides additional information on customers, i.e., their addresses. Measure objects retrieve numeric data that is the result of calculations on data in the database. In the demo universe, Revenue is the calculation of number of items sold multiplied by item price. Measure objects are usually located in the Measures class.
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Building a Query on the Query Panel
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Building a Query on the Query Panel
Classes appear as folders. Objects appear as cubes (for dimensions), spheres (for measures) or pyramids (for details). This button displays the universe’s predefined conditions. This button, selected by default, displays the universe’s classes and objects. Information on the selected class or object appears here. This button enables you to set options before running the query, for example to specify a maximum number of rows. The Result Objects box displays the objects that are included in the query. When you click Run, the query connects to the database and the data appears in the
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Building a Query on the Query Panel
Save and Close lets you save the query you have defined without running it. You can run it later on by using the Refresh command. When you click View, the raw data retrieved by the query appears in the Data Manager. From the Data Manager, you can edit, accept or cancel the query. When you click Run, the query connects to the database and the data appears in the
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Building a Query on the Query Panel
Click Run. BUSINESS OBJECTS retrieves the data for Resort, Year and Revenue, and displays this in a new document:
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Creating User Objects – What is a User Object?
A universe consists primarily of classes and objects, created by the universe designer. If the objects in a universe do not meet your needs, you can customize the universe by creating your own objects, which are called user objects. User objects appear in the User Objects class in the universe. You include them in queries in the same way that you include regular objects. Moreover, you do not need to define a connection to a database to define a user object.
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Creating User Objects To create a user object in any universe available to you Select the Universes command on the Tools menu. The Universes dialog box appears. Select the universe in which you want to create the user object, then click User Objects. The User Objects dialog box appears. Click Add. The User Object dialog box appears: In the Definition tab, type the name of the user object in the Name field.
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Creating User Objects In the Type list, select the type of the user object (Character, Number or Date). In the Description field, type a help text on the object. The help text appears when you select the user object in the Query Panel. In the Qualification box, click a radio button to qualify the user object as a dimension, a measure or a detail. Click the Formula tab to write the formula for the user object. Click OK. The user object you have created appears in the User Objects dialog box. The next time you build or edit a query on the universe, the user object you have created will appear in the User Objects class.
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Creating User Objects - Formula
Click the Formula tab, then check Get Assistance on Functions: Double-click the objects, functions and operators you want to use in the user object's formula. When you double-click an object or an operator, it appears in the Formula box. The functions and operators you can select depend on the database at your site. When you double-click a function, the Function[FunctionName] dialog box appears.
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Creating User Objects - Formula
In the Function[FunctionName] dialog box, type an argument in each field. If the function's arguments include objects, user objects, functions or operators, you can double-click these in order to insert them in the function's formula. The arguments appear in the Formula box. If necessary, type text, numbers or dates in the formula. You must type quotes (") before and after text and numbers, but type a single quote (') before and after dates. Click OK, then click Test to check the syntax of the formula.
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Applying a complex condition on a query
Applying a complex condition requires three steps. First, you select the object you want, then the operator (e.g., greater than), then the operand (e.g., values that you type, or another object). The following procedure explains how to do it, and gives information to help you choose the operator and operand you need: In the Query Panel, drag the object you want to use from the Classes and Objects list to the Conditions box. The Classes and Objects list turns into the Operators list:
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Applying a complex condition on a query
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Applying a complex condition on a query
Double-click the operator you want to use. The Operators list turns into the Operands list:
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Applying a complex condition on a query
Double-click the operand you want. The following table helps you select the operand you need and tells you what to do next:
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Business Intelligence Tools
Agenda Business Intelligence Environment Business Intelligence Tools - MS Excel Business Intelligence Tools - Business Objects Business Intelligence Tools - Webi Business Intelligence Tools - Cognos EIS / Dashboarding
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EIS / Dashboarding To provide real time view of KPI and metrics
EIS / Dashboarding vendors Cognos Business Objects Brio Pilot Lightship
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Business Objects - Dashboard
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Business Intelligence Tools
Agenda Business Intelligence Environment Business Intelligence Tools - MS Excel Business Intelligence Tools - Business Objects Business Intelligence Tools - Webi Business Intelligence Tools - Cognos
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Webi 6.1: Reporting features http://webiwh/wiasp/
Report creation features new to WebIntelligence 6.1 Multi-block creation Multi-report creation Add pre-defined blocks and cells Local Variables Better control when formatting and positioning Improved layout properties Define Sections through Drag & Drop (or Report Panel) Insert breaks & sorts, calculations, rows, columns Filtering blocks and report: simple filters & compound filters Drag-and-drop report editing, turn to Details of report creation
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Completely New Query Window
Workspace: All steps inside the same tool, no need to exit the applet when creating reports Report workspace: User options such as measurement unit and activating grid features for structure view. These options are saved for each user and are taken into account the next time the user uses the applet. Help (New « Show Me How » animations): New flash multimedia demos showing how to perform certain tasks. Three modes: Edit Query Edit Report View Results
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Webi 6.1 – Query Users For query users, the differences will be greater. Look and feel of the new query panel is much more user friendly and powerful, but will take some time to become familiar with The following slides will take you through some basic report creation and the new features of Webi 6.1 **Please Note** When entering in a date range, you now must enter in the entire year(eg. 2003) and not just 03(eg. 4/20/2003 as opposed to 4/20/03)
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Webi 6.1 – Query Features Edit Query – create/edit a query, define query filters, query properties, and/or scope of analysis. The Edit Query view is the view which allows users to create or edit their query, query filter, query properties and/or scope for analysis. The Edit Report view is where users can change the overall format of the document including the structure, object display and colors. When in Edit Report View, users may choose to view either the Structure or the Results for each report independently; therefore a user may have a report on England’s sales in Structure View and a report on Scotland’s sales in Results View. View Structure allows users to work on the structure of a report, not the results. In this view, there is no interaction with the server and settings are immediately applied to the structure. View Results allow users to manipulate report results. In this view, users may activate drill mode, export to PDF or Excel, and change the format and structure of the report. These actions all interact with the server so therefore can be costly on performance. Note: Report navigation in Results view: the first page of each report will be generated only when the report is selected unless it was already viewed and therefore already generated. Normal/Page Layout will be discussed in more detail later. Edit Report change document format including the structure (e.g multiblocks), layout and colors.
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Webi 6.1: Edit Query All New Documents start here, but users can return to edit the query at any time The Edit Query View (more detail later in presentation): Show both toolbars WebI 2.x: Equivalent to parts of the Results tab and the Query Conditions pane from the Conditions tab BusinessObjects: Equivalent to the Query Panel
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Webi 6.1: View and Display Modes
When editing the report users may view a report in: Structure or Results Normal or Page Layout Drill mode (View Results) The Edit Query view is the view which allows users to create or edit their query, query filter, query properties and/or scope for analysis. The Edit Report view is where users can change the overall format of the document including the structure, object display and colors. When in Edit Report View, users may choose to view either the Structure or the Results for each report independently; therefore a user may have a report on England’s sales in Structure View and a report on Scotland’s sales in Results View. View Structure allows users to work on the structure of a report, not the results. In this view, there is no interaction with the server and settings are immediately applied to the structure. View Results allow users to manipulate report results. In this view, users may activate drill mode, export to PDF or Excel, and change the format and structure of the report. These actions all interact with the server so therefore can be costly on performance. Note: Report navigation in Results view: the first page of each report will be generated only when the report is selected unless it was already viewed and therefore already generated. Normal/Page Layout will be discussed in more detail later.
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Webi 6.1: Edit Report Normal Page Display (Page Layout button is Toggled off…) The Edit Report View (Normal): Show both toolbars (more detail in a few slides) WebI 2.x: No equivalent in WebI 2.x BusinessObjects: Equivalent to the Results View (Structure View off) Page Layout off
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Webi 6.1: Edit Report Page Layout Display button is Toggled on…
The Edit Report View (Page Layout): Notice there are the lines to denote the page margins as well as the page headers and footers. WebI 2.x: No equivalent in WebI 2.x BusinessObjects: Equivalent to the Results View Page Layout
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Webi 6.1: Tabs Report Manager: Data, Templates, Properties, Map The Data tab lists all the result objects included in the query for the current document. (Like BusinessObjects) The Templates tab is the same in Structure View and Results View. The Properties tab is where users go to set all properties whether is be for tables, blocks, cell, etc. This tab changes according to what is selected. Properties include formatting, page layout settings, break and sort priorities, etc. These properties are split into several sub-tabs depending on what is selected. The Map tab will only appear when the report is in Results view. This tree view lists only the objects used as sections in which the “Include section in map” setting is on (this is on by default). The map helps users navigate through sections. (Like WebI and BusinessObjects) The Properties tab displays is relevant to a selected object, block, etc. The Map tab facilitates navigation.
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Webi 6.1: Edit Report Toolbar
User can toggle between View Structure and View Results There is text with certain icons for ease of use, small arrows next to an icon denotes menus (Save menu as example) Top bar has general icons (New, Save (includes publish – now called « Save to Corporate Documents » and download – now called « Save to My Computer As »), Print as PDF, View in Excel, Edit Query, Edit Report, Refrsh/Run Query, Clear data, User options, Show me how, help) Bottom bar has features that are activated depending on what is selected. For example the « Quick filter », « Insert break », « Insert sort », « Insert calculation », etc is activated when an object in a table is selected. Show/hide report manager, Show/hide filter pane, Show/hide formula bar, Show/hide variable editor, Show/hide drill bar, undo, Quick filter, Insert break, Insert sort, Insert calculations, Insert row above, View Page layout, View Structure/Results, Drill, Take snapshot, Page navigational tools. Top Bar – General Document-related features Bottom Bar – Selection specific features (including Drill)
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Webi 6.1: Report Pane Report sheet pane: Structure mode
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Webi 6.1: Filter Pane Filter zone: Refining the display of report data
Here the Year section is selected, User can apply: BO WebI 2.x WebI 6.1 Simple Section Filters Simple Block Filters Simple Report Filters
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Webi 6.1: Feedback and Tool Tips
Tool tips on icons – mouseover help Tips & feedback when dragging object (pre-drop) On Mouseover Icons indicate filters, sorts & breaks Clicking on these icons enables you to view their properties
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Webi 6.1: Show Me How & Help “Show me how” icon, Help menu
Top right corner of Java Report Panel Opens a page with links to flash demos Help menu Show me how is a new help that allows users to watch clips on how to use certain features. Copying and Pasting formats from one cell to another Defining a condition based on a constant Turning a table into a chart Applying sorts, Creating sections, Combining filters The Help menu allows access to WebIntelligence’s online help.
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Webi 6.1: Multi-Block Create Multi-blocks with new block Templates Alternatively, Drag & Drop existing block and Turn to…
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Webi 6.1: Multi-report Inserting (or Duplicating) a Report
Reports may be added in Structure or Results Normal or Page Layout Views When in Drill mode Inserting (or Duplicating) a Report
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Webi 6.1: Block & Cell Templates
Block templates These are table templates. Users can drag & drop objects to complete the tables.
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Webi 6.1: Block & Cell Templates
Blank cell Drill Filters Last refresh Date Page Number Page Number/Total Pages Total Number of Pages Formula & Text cells “Blank cell” - Adds a blank cell that can be used to add a formula of text which can include a URL (url must be on CDZ server). This cell cannot be used as a special cell. “Drill filters” - adds a cell with the label “Drill filters” and the formula to retrieve the drill filters (=DrillFilters()). “Last refresh date time” - adds a cell with the label “Last refresh” and the formula to retrieve the date and time of the last refresh (=LastExecutionDate() LastExecutionTime(), see Functions spec). Special Cells “Page number” - adds a cell with a token [page] denoting the current page number. "Page number/total pages“- adds a cell with the tokens for current page number/ total page number [page]/[pages]. “Total pages”- adds a cell with the token for total page number [pages]. Problem/Solution regarding page number and total number of pages: The problem is that the Page() function depends on the pagination and the pagination may depend on the Page() function. Therefore, Cadenza could display a wrong page number as the Page() function may add a page into the document. The suggested solution is to exclude the Page() function from the formula language in order to avoid the dependency on the pagination. However Cadenza has to provide the page number feature. To do that, Cadenza would provide a special freestanding cell when page numbers are involved. Then the users are able to drop it anywhere into the document without depending on the pagination, as the freestanding cell size is known (and no wrap).
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Webi 6.1: Local Variables Click Create Variable button
Limitations: Cannot Share with other users… only stored with Document Save variable to local data objects Select a cell Same workflow as in Business Objects
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Webi 6.1: Layout & Positioning
User Options button With user-options button: Control layout and positioning of objects Define measurement unit Grid on/off, Snap to, Spacing User options include: Measurement unit (was is set here will be the measurement unit used throughout the applet. The unit will be reflected in the spin boxes as seen in the Grid spacing spin box. Grid options for structure view
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Webi 6.1: Inserting Sections
Create sections with Drag & Drop (as BusinessObjects) Sections sliders to denote the beginning/end Can be resized! – (can’t be done in 2.7 nor BusinessObjects!) Sections can be independent – even better! Cells in between sections enables creation of sub-reports Not in WebI 2.x or BO Sliders can be moved to create a bigger sections area. Sections can be totally independent of each other. Can even have blocks or cells in between sections! Dragable sliders Example of URL providing a logo to separate sections
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Webi 6.1: Inserting Breaks & Sorts
Breaks (Workflow like WebI and BusinessObjects) Sorts can be added (Workflow like BusinessObjects) …and Sorts can be removed from breaks (can not do this in WebIntelligence 2.7 nor BusinessObjects) Sort Ascending is the default when use clicks the sort icon without going through the menu. Sum is the default when use clicks the sum icon without going through the menu. Insert row above is the default when use clicks the insert row icon without going through the menu. Sort and Break are added as default, but you can choose to remove the sort on the break
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Webi 6.1: Inserting Calcs, Rows, Cols
Calculations can be selected from a menu Sort Ascending is the default when use clicks the sort icon without going through the menu. Sum is the default when use clicks the sum icon without going through the menu. Insert row above is the default when use clicks the insert row icon without going through the menu.
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Webi 6.1: Filtering Reports & Blocks
Quick filters can be applied to Blocks Object Sections Select object and click Quick Filter Button A quick filter is a filter based on a list of values. In the Report View, users can create a quick filter on non-measure, not-variable objects. To use the quick filter, the user must select a non-measure object in a block or select a section and click the filter icon in the toolbar. Quick filters may NOT be used with: Measures objects, Variables, Formulas Choose from LOV and filter is displayed
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Webi 6.1: Normal Filters Describes where the filter will be applied.
Drag & drop object to the filter zone launches editor Filter defaults to “Constant” for performance reasons BO WebI 2.x WebI 6.1 Simple Section Filters Simple Block Filters Simple Report Filters Describes where the filter will be applied.
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Webi 6.1: Simple Filters & LOVs
List of Values (with chunking feature) Users can search the entire list of values Users can navigate by chunk LOVs come from the cube (local values) therefore there is no “Refresh List” button The chunking feature allows users to view parts of the list of values. Lists are brought back in “chunks”. This feature helps performance as all the values are not brought back at once. When chunking occurs, the user will see navigational buttons at the top right which allow him/her to go to the first, previous, next, or last chunk. He/she can also skip to a particular chunk by entering a value and hitting ENTER. This works the same as page navigation. Chunking feature Search among entire list
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Webi 6.1: Compound Filters
Drag & Drop to filter zone for compound filters Adding a simple filter to a simple filter or dragging a simple filter onto another simple filter creates a compound filter Clicking the AND/OR toggles between the two operators Filters may be combined using AND or OR like WebI 2.x. Here is an example of creating a compound filter stating to display data when Units are greater than 1000 or Sales greater than 5000 for the second half of 2001.
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Webi 6.1: Turn to… Right-click on table/chart to get a Turn To… menu
Choose table/chart from dialog Or, Drag & Drop from Report Templates menu
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Building Queries
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Webi 6.1: Overview Result Objects Universe Objects
Familiar presentation (Full-Client & WebIntelligence Mix) Universe Objects Dimensions, Measures, Details Predefined Filters Result Objects Data for report creation Objects, Result objects, query filters like FC… except Scope of Analysis which is integrated in same presentation (leveraging webi presentations of SofA) Query Filters Refining data to answer business questions Scope of Analysis Extend data for analysis
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Dimensions, Details & Measures
Webi 6.1: Objects Dimensions, Details & Measures Defined in the universe in business terms Predefined Filters Facilitate access (different than with WebIntelligence 2.7) Also using everyday business terms
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Webi 6.1: Hierarchical View
Hierachical view
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Webi 6.1: Result Objects Displays Objects to be available in the report Semantic change from WebI 2.7 & Full-Client Reporter With new WebIntelligence, Filters on measures are applied only to Result objects. Objects in the Scope of Analysis do not affect the query results when using filters on measures. In previous products, Filters on measures are applied to Results Objects+Scope of Analysis objects. But not yet to FC feature set Sort unavailable Mutiple Query unavailable Union, Intersection & Minus unavailable No User Objects More later on semantic change, but means that in FC the scope of analysis objects were used by filters, in new WebI only the results objects used.
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A simple dialog box provides the filter settings
Webi 6.1: Overview Simple to understand & manipulate Can delete entire “block” of filters, or simply drag them one-by-one A simple dialog box provides the filter settings
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Webi 6.1: Creation Drag & Drop into Query Pane to display Filter dialog box
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Webi 6.1: Creation via Drag & Drop
Drag & Drop objects to create combination filters Click on And/Or operands to Toggle between them Query Objects can be dragged to redefine their logical context
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Webi 6.1: Basic Choices All Simple Filters may be one of these types: Constant – user-defined text entry within Filter dialog box Values from list – choose when displayed in Filter dialog box Prompt – choose when list of values appears at refresh time Predefined Filters – defined inside the universe, when added, no Filter dialog appears Simple Filters can be combined as And/Or operands Clicking on And with toggle the operand to OR, and vice-versa
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Webi 6.1: Operators and Operands
Complete set of operators Is null Contains empty rows Customers who have not paid (i.e., without invoice dates) Is not null Does not contain empty rows Customers who have paid (i.e., their invoice dates are in the database) Matches pattern All contains the same letter or letters Customers whose names begins with the letter S Different from pattern Does not contain a given letter or pattern of letters Customers whose names do not begin with the letter S Both Satisfies two conditions on one object Customers who settled an invoice in June and in July Except Excludes given values Customers who bought products other than accessories % works with all dbs… (wild card = %, plus specific by each db) Operand types: Constant Values from List Prompts
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Webi 6.1: Filter on Measures
Filters on Measures: Change from FC & previous WebIntelligence The Scope of Analysis is not part of the measure’s aggregation with WebI Sales are filtered by Region, Customer and City (Results Objects + Scope)
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Webi 6.1: Advanced Filters
When combined with simple filters, Advanced filters enable more complex business questions Results Objects for this Query Aggregation level is at the level of country, otherwise measures are only applied to simple query filter at the lowest level of Results objects Show me all Cities, Stores and Revenue for Countries WHERE Revenue > $1m for the Year 2002 Such Filters are Impossible to do with simple Query Filters because they require a Sub-Query
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Webi 6.1: Advanced Filters
Another example: Results Objects for this Query Show me all Years, Products, Sales FOR (City,Year) WHERE Units Sold > 10,000 Again, Advanced filters enable Sub-Queries, i.e. more complex business questions
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Webi 6.1: SQL Subqueries Advanced Filters change a filter’s aggregation level The SQL the query generates uses a subquery Advanced filters can be nested as well Advanced Filter with Two Objects and a simple combination filter Advanced Filter with an Advanced Filter embedded (nested Advanced Filter)
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Webi 6.1: Prompts & List of Values
Prompts – Used with query filters (not report filters) Prompt with previously selected values Select default values that report viewers will see
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Webi 6.1: Prompts & List of Values
2 different types of prompts: Defined in the query itself (are prompted first) Defined in Universe (in objects, join, Custom List of Values – these are prompted after Query prompts) Prompts – Report creators can define prompts order for prompts defined in the query panel 1st Country, 2nd Region, 3rd City, then Store Expected format (Date + Number) helps ease-of-use Any operator (e.g. except, isnull, etc) can be used to define a prompt
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Webi 6.1: Prompts & List of Values
List of Values features LOV are used both during Report Creation and also at Run-Time by report viewers Custom List of Values can be predefined within Designer Single or multiple column Full Compatibility with Designer 5.x Nested LOV (or cascading prompting) – enables a user-oriented workflow Plus new extra features oriented performance & scalability As in FC… when design prompts the LOV display UI is same as end-user sees later In CDZ can’t create multicolumn LOVs…. But know how to manipulate…For example…. Chunk (batch), sort, search… The Hierachical LOV display is not available (only FC)
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Webi 6.1: Prompts & List of Values
List of Value Enhancements Ascending/Descending sorts Search values (wildcards) Browse batches Asc./Desc. sort Search Pattern Uses batch display to increase performance time for very large lists
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Webi 6.1: Prompts & List of Values: Browsing
Browse List of Values by Batch Allow to handle very huge LOV The default batch size is a server parameter, allow to size according to the server configuration (default at 1,000) The entire values of the LOV is cached during the user session (per document) Screenshot update… Can manage scalability by server sizing on clusters… big server smaller batch… Parameter accessible in Admin Tool Each User/Doc there is a LOV in cache…. Don’t need to refresh each time you use that doc…(CDZ user session)
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Webi 6.1: Prompts & List of Values: Sorting
Sorting the List of Values Ascending, Descending sort The batch display is still on, when sorting, the LOV is positioned to the first batch For Custom LOVs, the sort is available for each column Screeenshot update The batch display is still on, when sorting, the LOV is positioned to the first batch… when batch is on, the sorting is always active Batch 1 Batch 2 Batch 3 Ascending Descending
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Webi 6.1: Prompts & List of Values: Searching
Search Values through a search pattern Use * to filter values (pattern matching) Without search With search Efficient searches…. Perf improvements The batch display is still active even when searching Results are batched to match the pattern
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Webi 6.1: Query Panel –Basic Prompt Workflow
At Design-Time Filters can include many prompts Screenshot… Yann will do if it works…. Users can define prompt order for the refresh workflow
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Webi 6.1: Query Panel – Scope of Analysis
Scope of Analysis pane same as WebIntelligence 2.7 Define the scope either by levels (1,2,3) or create a custom Scope of Analysis The Scope is deduced from the Results Objects and the Hierarchies defined within the universe Screenshot to update when it includes NONE…. Year, Product Family, Country are in the Results Objects (white). Objects in Gray are the extended scope…
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Webi 6.1: Query Panel – Query Properties
Query Properties available in the second tab Limits « Max rows retrieved » limits the data in the document « Max retrieval time » limits the execution time of the query (in seconds) Data “Retrieve duplicate rows” Checked by default Security “Allow other users to edit the query” Checked by default Prompt Order (refer to Prompt chapter) Context “Reset contexts on refresh” contexts will be prompted for each refresh. If Checked, the preset contexts are reused without prompt during refresh “Clear Contexts” allows to reset the preset list Context of Query Generation…. Linked to designer…
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Webi 6.1: Query Panel – View SQL
Show the generated SQL Displays mono- and multi-flow Synchronization, Join, Union, Intersection, Minus Can copy and paste elsewhere
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Business Intelligence Tools
Agenda Business Intelligence Environment Business Intelligence Tools - MS Excel Business Intelligence Tools - Business Objects Business Intelligence Tools - Webi Business Intelligence Tools - Cognos
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Cognos http://hoteleservices.sabre.com/booking.html
But not yet to FC feature set Sort unavailable Mutiple Query unavailable Union, Intersection & Minus unavailable No User Objects More later on semantic change, but means that in FC the scope of analysis objects were used by filters, in new WebI only the results objects used.
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