1. Business Objects Desktop Intelligence

2. Desktop Intelligence
Desktop Intelligence 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 BUSINESSOBJECTS document.
A report is a document characterized by information.
As for format, reports range from a simpler format with headings to indicate topics, to more complex formats including charts, tables, figures, pictures, tables of contents, abstracts, summaries, footnotes and hyperlinks.
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3. Wizard Starting Desktop Intelligence using a Wizard
Desktop Intelligence starts and the New Report Wizard appears in a new window.
Step 1
You can choose report layout
Generate a Standard report
Select a template
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4. Wizard
Step 2
Select the universe radio bottom to generate report from an universe
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5. Wizard Step 3 Select Universe from the available list
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6. Wizard
Step 4
You can see the Query Panel with classes and objects of selected universe
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7. Wizard
Step 5
Select objects You want in repot to Result Objects panel and conditions
Click Run
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8. Wizard Step 6 Report appears with select columns.
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9. Sample Report
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10. Query Panel
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11. Classes appear as folders.
Query Panel-Details
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.
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12. h. The Conditions box displays conditions on the query.
Query Panel-Details
g. The Result Objects box displays the objects that are included in the query.
h. The Conditions box displays conditions on the query.
i. 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.
j. 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.
k. When you click Run, the query connects to the database and the data appears in the report.
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13. Universes Stored Procedures Free-hand SQL Personal data files
Data Providers
Universes
Stored Procedures
Free-hand SQL
Personal data files
VBA Procedures
OLAP servers & SAP
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14. Data Providers Click on Other radio button You can Chose
Stored Procedures
Free-hand SQL
Personal data files
OLAP servers & SAP
Select Personal data files
Click Finish
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15. Personal Data Files(Data Provider)
In the dialog box that appears,
Browse to the Excel file that contains your personal data.
Click Run.
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16. Understanding Conditions
You can restrict a query so that it returns data related to a subset of values for an object rather than all values.
Let’s examine the condition:
Store Equal to e-Fashion Austin Magnolia.
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17. Understanding Conditions (continued)
A condition has three elements. These are (for example):
object
operator
operand
Condition
Store Equal to e-Fashion Austin Magnolia
These three elements are defined as follows:
Object : a field or column of data
Operator : specification of the relationship between the object and the operand
Operand : the object value to be searched for
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18. Types of Conditions
There are four types of conditions that you can use in BusinessObjects:
Single- and multi-value conditions
Prompted condition
Multiple condition
Predefined condition
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19. Applying Single-Value Conditions
With a single-value condition, you limit data returned from a single result object.
For example, you need to produce a report showing Sales revenue for all stores in 1999.
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20. Applying Single-Value Conditions
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21. Applying Single-Value Conditions (cont.)
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22. Module 2
Data Synchronization

23. e-Fashion universe 1 2 e-Staff universe 3 4 Excel file 5
Document Centricity
Document Centricity combines blocks of data from multiple sources in one document
BusinessObjects
document
e-Fashion universe 1 2
e-Staff universe 3 4
Excel file 5
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24. Multiple Blocks from the Same Query
Blocks 1 and 2 are multiple blocks from the same query
BusinessObjects
document
e-Fashion universe 1 2
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25. Combining Data from Multiple Queries
Block 3 displays a view of the data provider produced by a second query on the e-Fashion universe
BusinessObjects
document
e-Fashion universe 1 2 3
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26. Combining Data from Multiple Universes
Block 4 displays a view of the data provider produced by a query on the e-Staff universe
BusinessObjects
document
e-Fashion universe 1 2
e-Staff universe 3 4
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27. Combining Different Types of Data
Block 5 is a view of the data provider produced from an Excel file
BusinessObjects
document
e-Fashion universe 1 2
e-Staff universe 3 4
Excel file 5
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28. Combining Different Types of Data
Data from the e-Fashion and e-Staff universes
Data from an Excel spreadsheet
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29. e-Fashion universe 1 e-Staff universe 2 Excel file 3 Synchronization
Synchronization allows you to combine data from multiple sources into a single block
BusinessObjects
document
e-Fashion universe 1
e-Staff universe 2
Excel file 3
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30. Synchronizing Data Providers - Linking
Linking identifies the objects that are common to both data providers
LINK
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31. Module 3
Presentation Styles

32. Table Block Chart Block Crosstab Block Financial Table
Presentation Styles
Business Objects has four different block types that you can use to format data in your report:
Table Block
Chart Block
Crosstab Block
Financial Table
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33. In a report, click the Insert Table button in the Report Toolbar.
Creating Tables
In a report, click the Insert Table button in the Report Toolbar.
Click where you want the top left hand corner of the block to appear, then drag to make a rectangle.
Select objects
© 2005 Intelligroup, Inc Confidential & proprietary

34. There are two ways to create a cross tab:
Creating Cross tabs
There are two ways to create a cross tab:
Convert an existing table into a cross tab
From scratch, using the Cross tab Wizard
We will review how to convert a table into a cross tab
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35. Creating a Cross tab from a Table
Select the column of data you want to move.
Drag and drop the data to the top right corner.
Tip: If you drop in the wrong place, you won’t get a crosstab. Don’t worry - just click the Undo button and try again.
© 2005 Intelligroup, Inc Confidential & proprietary

36. There are 2 ways to create a chart:
Creating Charts
There are 2 ways to create a chart:
Convert an existing table or crosstab into a chart
From scratch, using the Chart Wizard
We will review how to convert a crosstab into a chart
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37. Creating a Chart from a Cross tab
Select the crosstab.
Click the Chart Type button in the Report Toolbar.
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38. Module 4
Functions

39. Exploring the Slice and Dice Panel
The Slice and Dice Panel is a pop-up window that provides a graphical representation of the structure of the report you are working on.
The following picture describes the panel sections.
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40. Exploring the Slice and Dice Panel (cont.)
a Shows or hides the different areas of the Slice and Dice Panel. a
b Apply breaks, filters, sorts, rankings and calculations. b
c Lets you Apply (accept), Reset (resets all formatting to the original default style), or Undo (cancel operations you performed). c
e Shows the variables displayed and the structure of the active table, chart, or crosstab.
f Shows the name and type (table, chart, or crosstab) of each block in the report.
d Shows the variables that are available in the data provider. d
g Provides information on the tasks you perform. You can rename, transform, reset or delete a block by clicking its tab with the right mouse button, then clicking a command on the pop- up menu that appears. g f e
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41. Understanding Aggregations
Aggregation is a process that adjusts and displays measurable quantities at various requested levels. Only objects that measure quantities can be aggregated.
For instance, examine the sales revenue for each store on a quarterly basis, then on a yearly basis (without the benefit of drilling).
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42. Applying Aggregations
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43. Applying Aggregations (cont.)
Drag and drop
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44. Viewing Data In Different Presentation Styles
With slice and dice you can change the block style in which you view the data.
By dragging and dropping icons in the Block Structure box of the Slice and Dice Panel, you can convert between the block types:
Tables
Charts
Crosstabs
Financial blocks
© 2005 Intelligroup, Inc Confidential & proprietary

45. Converting to a Crosstab
Where you have at least two dimensions and a single measure object in a block, it is often easier to analyze the data in a crosstab.
For example, you have a table and need to view it in a crosstab so that you can better compare sales revenue between stores and years.
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46. Converting to a Crosstab (cont.)
Note: To convert back to a table, drag Year back down to where it was.
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47. Converting to a Chart
When you want a chart, you need at least one dimension and a single measure object in a block.
Pie charts work better when there are only a handful of dimensions, whereas bar charts can represent more dimensions more effectively.
For example, you have a table and need to view it in a chart presentation to visually compare revenue between years.
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48. Converting to a Chart (cont.)
Right click the tab.
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49. Converting to a Chart (cont.)
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50. Converting to a Chart (cont.)
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51. Applying Functions
The Slice and Dice Panel Toolbar makes some of the core features of BusinessObjects easy to access.
Insert Calculation
Apply Ranking
Apply Sort
Apply Filter
Apply Break
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52. With slice and dice you can re-sort the rows of your data block.
Sorting Data
With slice and dice you can re-sort the rows of your data block.
The sort function can order rows alphabetically or numerically and can be ascending or descending.
For example, to view the stores having the lowest and highest sales revenues, you need to sort the rows by revenue.
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53. Sorting Data (continued)
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54. Sorting Data (continued)
To sort in descending order, double click the icon.
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55. For example, you need to focus only on store revenue for 1999.
Filtering Data
Sometimes you may want to view only the data you need and hide the data you do not want to view.
For example, you need to focus only on store revenue for 1999.
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56. Filtering Data (continued)
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57. Applying Calculations to Data
You can insert calculated values into your report block.
For example, find the total revenue for the period You also need to know how many stores have reported revenue and how many rows of data are in the report.
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58. Applying Calculations to Data (continued)
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59. Applying Calculations to Data (continued)
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60. Applying Calculations to Data (continued)
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61. Applying Breaks to Data
With slice and dice you can break your report block into logical parts; or in other words, according to selected data and values.
This function also gives you the important feature of displaying subtotals.
For example, show 1999 revenue subtotals for each region in a table.
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62. Applying Breaks to Data (continued)
Select 1999.
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63. Applying Breaks to Data (continued)
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64. Ranking Data
You may only want to show the extreme ranges of the data (the largest numbers and the smallest numbers in a report). Like filtering, it hides the data you do not want to display.
You can rank data contained in tables, crosstabs or master cells in master/detail reports.
For example, you need to display a report showing the three stores with the highest sales revenue.
© 2005 Intelligroup, Inc Confidential & proprietary

65. Ranking Data (continued)
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66. Ranking Data (continued)
You need to total the revenue figures for the top three stores of each year.
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67. Creating a Sectioned Report
This report is similar to the one you just made by breaking a table, but it effects the entire report rather than the way the break function effected only a data block.
For example, compare sales revenue figures for each store and every year in separate sections of your table.
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68. Creating a Sectioned Report
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69. A variable is a formula or calculation that has a name.
Creating Variables
A variable is a formula or calculation that has a name.
Variables are usually displayed in columns alongside corresponding data.
Variables are useful when:
You want to use a formula repeatedly.
You want to use the same formula in different blocks and on different report tabs within a document.
You want to process data from different databases.
You want to use variables for analysis in drill mode.
For example, create a variable in a separate column to calculate the sales tax for each product line.
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70. Creating Variables (continued)
Right click the column
to display the speedmenu.
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71. Creating Variables (continued)
Sales Tax
Type the name of your variable: Sales Tax
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72. Creating Variables (continued)
17.5 %
Your new variable.
Type the amount of your value: 17.5
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73. Creating Variables (continued)
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74. Creating Alerters
Use alerters to draw attention to items of data in a block. Alerters can highlight data in two ways:
By changing the format of values
By displaying a comment next to certain results
For example, highlight (in large, bold, red letters) Sales Tax amounts over 40,000 for any product line.
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75. Creating Alerters (continued)
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76. Creating Alerters (continued)
Big Tax
40000
Type the name of your alerter: Big Tax
Type the amount:
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77. Creating Alerters (continued)
Be sure to select the Font tab.
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78. Creating Alerters (continued)
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79. Grouping Data
You can create new variables by grouping the values of existing variables or objects.
For instance, you have a report showing the revenue per quarter but you would like to display revenue per half year.
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80. Creating a Data Grouping
Since you have the data for each Quarter, you can easily do this task.
The Quarter measure returns four values:
Q1 + Q2 Q Q4
Half1
Half2
By grouping Q1 and Q2 into one value (Half1), and Q3 and Q4 into another value (Half2), you can create a new variable for the half years.
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81. Creating a Data Grouping (continued)
Hold down the CTL key while selecting Q2.
Half1
Type the name of your group: Half1
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82. Creating a Data Grouping (continued)
Repeat the same process to combine
Q3 and Q4 into Half2.
If there was no Q1 or Q2 for a particular region and year, then there is no corresponding Half1.
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83. Removing a Data Grouping
Q1 and Q2 restored.
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84. Calculating the Variance Between 2 Values
You need to find the difference between revenues in Q1 and Q2 for each year.
From the last table, prepare a table report as shown.
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85. Calculating the Variance (continued)
Change your table into a master/detail report as shown.
Hold down the CTL key as you select Q2.
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86. Calculating the Variance (continued)
The variance between Q1 and Q2
for each year.
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87. Module 5
Drill Techniques

88. Understanding Drill Concepts
Drill mode lets you break down data and view it from different angles and at different levels of detail to discover the driving factors behind a good or bad business result.
The following concepts help you understand drilling:
Hierarchies
Drill Mode
Scope of Analysis
© 2005 Intelligroup, Inc Confidential & proprietary

89. The eFashion universe uses the following hierarchies:
Objects in a BusinessObjects universe are grouped in folders and organized in a specific (hierarchical) order.
The eFashion universe uses the following hierarchies:
Store (Region, State, City, Store name)
Time Period (Year, Quarter, Month, Week)
Products (Lines, Category, SKU desc, Color, Unit Price MSRP)
The following diagram shows how the Store hierarchy is structured.
© 2005 Intelligroup, Inc Confidential & proprietary

90. Hierarchies (continued)
West
California
Colorado LA
San Francisco
Colorado Springs
Denver
e-Fash. LA
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91. At each level, measures such as Sales Revenue are aggregated.
Drill Mode
Drill hierarchies only contain dimension objects. In drill mode, you drill on dimension objects, for example from Year to Quarter to Month.
At each level, measures such as Sales Revenue are aggregated.
You can only drill on dimension objects, not measures (such as revenue) or details (such as a store’s postal code).
© 2005 Intelligroup, Inc Confidential & proprietary

92. “Analysis” in this context means data at different levels of detail.
Scope of Analysis
The scope of analysis follows the hierarchical structure as shown in this dialog box.
Before you can analyze data in drill mode, you must set up the scope of analysis.
“Analysis” in this context means data at different levels of detail.
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93. Using Default Hierarchies
Each class within a universe with its associated dimensions provides the default hierarchies that you use for drilling.
Before you can drill on a hierarchy, you must first set the scope of analysis.
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94. Setting the Scope of Analysis
When you define a default scope of analysis, you use objects from the same hierarchy.
For example, analyze Sales revenue figures geographically.
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95. Setting the Scope of Analysis (continued)
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96. Setting the Scope of Analysis (continued)
Double click to drill down.
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97. Drilling Through a Default Hierarchy
When you are drilling on a hierarchy, you may need to drill further than the scope of analysis allows.
Rather than resetting the scope of analysis back in the Query Panel, you can use a short cut that lets you add more drillable dimensions.
This process of appending more dimensions “on-the-fly” is called Drilling Through.
For instance, drill through your current table to view Store names.
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98. Drilling Through a Default Hierarchy (cont.)
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99. Extending the Scope of Analysis
You learned how to bring in more data from the database by editing the scope of analysis.
Extending the scope of analysis is similar, but you add several dimensions at once.
For example, extend your analysis by drilling on City and Store name, which are not available in your current scope of analysis.
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100. Extending the Scope of Analysis (continued)
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101. Formatting for Printing
Module 6
Formatting for Printing

102. Report Printing
You can display reports in Print Preview to see how they will look when you print them
You can set up:
Page size and orientation (portrait/landscape)
Fit to print
Margins
Page numbering
Order of printing
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103. Report Printing - Page Setup
Specify Landscape or Portrait.
Specify the paper size.
Specify a percentage of normal size.
Specify the number of pages.
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104. Report Printing - Margins
Specify the margins…
… and see the effects.
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105. Report Printing - Page Number and Order
Specify the number of the first page…
…useful if you are printing part of a report.
Specify the order the pages are printed.
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106. Thank you
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