live office 3.1 sp2

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BusinessObjects Live Office XI 3.1

SP2 User Guide

Live Office XI 3.1 SP2

windows


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2009 SAP BusinessObjects. All rights reserved. SAP BusinessObjects and

its logos, BusinessObjects, Crystal Reports, SAP BusinessObjects Rapid Mart,

Copyright

SAP BusinessObjects Data Insight, SAP BusinessObjects Desktop Intelligence,

SAP BusinessObjects Rapid Marts, SAP BusinessObjects Watchlist Security,

SAP BusinessObjects Web Intelligence, and Xcelsius are trademarks or

registered trademarks of Business Objects, an SAP company and/or affiliatedcompanies in the United States and/or other countries. SAP is a registered

trademark of SAP AG in Germany and/or other countries. All other names

mentioned herein may be trademarks of their respective owners.

2009-07-22


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ContentsAbout this document 7Chapter 1

Who should read this document .................................................................8

How to use this document...........................................................................8

Getting Started with Live Office 11Chapter 2

Overview....................................................................................................12

About Live Office content ..........................................................................12

Live Office concepts.............................................................................13

Live Office object types .......................................................................17

Live Office architecture.........................................................................17

Live Office toolbar .....................................................................................17

Live Office ribbon menu.......................................................................20

To hide or show the Live Office toolbar................................................20

Logging on to BusinessObjects Enterprise................................................20

Working with Crystal Reports Content in Live Office 23Chapter 3

Overview....................................................................................................24

Inserting Crystal Reports content..............................................................24

Logging on to secured databases........................................................24

Insert Wizard: Choose Document........................................................27

Insert Wizard: Specify Parameter Values ............................................29

Insert Wizard: Choose Data.................................................................31

Insert Wizard: Set Filters......................................................................34Insert Wizard: Summary.......................................................................36

Summary page.....................................................................................37

Data Refresh Options................................................................................38

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Additional Info.......................................................................................40

Modifying Crystal Reports content.............................................................40

Viewing and modifying general object properties.................................40

Adding custom content to Live Office objects......................................42

Modifying parameter values.................................................................42

Modifying fields ....................................................................................45

Modifying filters....................................................................................46

Working with Web Intelligence Content in Live Office 49Chapter 4

Overview....................................................................................................50

Upgrading content from the previous version......................................50Inserting Web Intelligence content.............................................................51

Insert Wizard: Choose Document........................................................53

Insert Wizard: Specify Query Contexts................................................55

Insert Wizard: Specify Prompt Values..................................................57

Insert Wizard: Choose Data.................................................................58

Insert Wizard: Summary.......................................................................61

Summary page.....................................................................................61

Adding more Web Intelligence report parts...............................................62

Data Refresh Options................................................................................63

Additional Info.......................................................................................66

Modifying Web Intelligence content...........................................................66


Modifying prompt values......................................................................68

Working with Queries in Live Office 71Chapter 5

Overview....................................................................................................72

Inserting Queries.......................................................................................72

To launch the Live Office Insert Wizard................................................73

Insert Wizard: Choose Universe...........................................................75

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Insert Wizard: Specify Query................................................................77

Insert Wizard: Specify Query Context..................................................88

Insert Wizard: Specify Prompt Values..................................................90

Insert Wizard: Summary.......................................................................92

Summary page.....................................................................................92

Modifying Queries......................................................................................93


Modifying prompt values......................................................................95

Changing the universe location............................................................97

Modifying the query definition...............................................................97

Modifying a query context....................................................................98

Performing Common Tasks with Live Office Objects 99Chapter 6

Performing Common Tasks with Live Office............................................100

Modifying objects by report................................................................100

Publishing and Viewing Files..............................................................102

Saving your data locally and to the repository...................................106

Copying and pasting Live Office Objects...........................................106

Distributing objects via Outlook..........................................................108

Loading, updating, and refreshing existing content............................108

Removing Live Office objects.............................................................110

Performing Advanced Tasks 111Chapter 7

Performing Advanced Tasks....................................................................112

Managing prompt and parameter settings ........................................112

Modify Object Refresh Order..............................................................119

Managing global Live Office properties..............................................120

Managing document security and access .........................................126


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Troubleshooting Live Office 129Chapter 8

Enabling logging for Live Office...............................................................130

Sample Live Office log files ...............................................................130

Troubleshooting Live Office components................................................131

Problem: LiveOffice menu disappeared.............................................132

Problem: Object refresh failed............................................................132

Problem: Object sorting and filtering lost when refreshing.................133

Problem: Access denied to universe..................................................133

Live Office object size limitations.......................................................134

Reference 135Chapter 9

Reference Sections.................................................................................136

Live Office Insert Wizard....................................................................136

Options dialog box..............................................................................137

Live Office Object Properties dialog box............................................141

Backward compatibility............................................................................141

Unsupported features.........................................................................142

More Information 143Appendix A

Index 147


Contents


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About this document

1


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Welcome to BusinessObjects Live Office User's Guide. Live Office lets

anyone, from business workers to experienced data analysts, easily retrieve

business information, createqueries, perform calculations, andshare answers

to business questions without having to understand complex databaselanguages and structures.

Live Office helps business workers like you easily embed accurate,

trustworthy up-to-date Crystal Reports or Web Intelligence information into

your Microsoft Office documents, spreadsheets, emails, and presentations.

If you know how to create documents and spreadsheets, you'll have no

problem learning to use Live Office.

This guide provides comprehensive information and procedures to help you

to perform the following business tasks from within the Microsoft Office

application environment:

Create simple queries and summary reports based on verifiable,

up-to-date, real-time information, to analyze data such as quarterly sales

figures; answer important business questions; and make informed

decisions.

View, modify, and refresh existing queries quickly to suit your business

needs.

Share the results with your colleagues securely over the web or intranet

for collaborative, strategic decision making.

Live Office, part of the BusinessObjects XI 3.1 SP2 Productivity Pack, is one

of a suite of query and analysis products provided by Business Objects.

Who should read this document

This document is intended for business users of Microsoft Office applications

who want to work with Business Objects data within the Microsoft Office

application environment. You must be familiar with Microsoft Office Excel,

Word, Outlook, and PowerPoint, and you must have some familiarity with

BusinessObjects Enterprise to understand this guide.

How to use this document

This guide covers the following topics and tasks


About this document

1 Who should read this document


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Go to this section To do this

About Live Office content onpage 12

Understand key Live Office conceptsand product enhancements.

Inserting Crystal Reports contenton

page 24

Create and modify Crystal Reports

documents from withinyour Microsoft

Office applications.

Inserting Web Intelligence contenton

page 51

Create and modify Web Intelligence

documents from withinyour Microsoft


Inserting Querieson page 72

Build, edit, and refresh universe

queries from within your Microsoft


Performing Common Tasks with Live

Officeon page 100

Performing common tasks with Live

Office objects such as saving docu-

ments and removing objects.

Performing Advanced Taskson

page 112

Perform more complex Live Office

tasks such as managing prompts and

configuring Single Sign On authenti-

cation.

Troubleshooting Live Officeon

page 129

Enable Live Office logging and trou-

bleshoot common Live Office errors.

Reference Sectionson page 136

Review reference material including

backward compatibility information

and a list of unsupported and depre-

cated features.


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How to use this document


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About this document

1 How to use this document


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Getting Started with LiveOffice

2


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Overview

BusinessObjects Live Office (Live Office) gives you access to up-to-dateinformation you use everyday to do your job and make important business

decisions. It gives you real-time data that is verifiable and easily refreshed.

Live Office is built in to Microsoft Office applications you already use. The

information you need is at your finger tips and available in a familiar, easy

to use format. Live Office empowers business workers like you to easily

access corporate data from within Microsoft Office Excel, Word, Outlook,

and PowerPoint without depending on IT expertise to use complex business

intelligence tools.

Note:

If you are not sure whether or not you have the appropriate rights, contact

your BusinessObjects Enterprise administrator.

You can format the imported data by using standard Microsoft Excel

functionality and the features of Live Office.

This document provides a high-level overview of Live Office concepts,

features, and functionality, and user interface to quickly familiarize you with

the product.

Related Topics

About Live Office contenton page 12

Live Office conceptson page 13

Live Office object types on page 17

Live Office toolbaron page 17

Logging on to BusinessObjects Enterpriseon page 20

About Live Office content

Before you start working with Crystal Reports or Web Intelligence content inLive Office, you need to understand how Live Office content works.

Related Topics

Live Office conceptson page 13

Live Office object types on page 17

Live Office architectureon page 17


Getting Started with Live Office

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Live Office concepts

To understand how Live Office data can answer your business questionsquickly and easily, you need to be familiar with the following key concepts:

Report objects, including instances and parts

Parameters and prompts

Universes

Context

Related Topics

What are report objects, instances, and parts?on page 13

What are parameters and prompts?on page 15 What is a universe?on page 16

What is a context?on page 16

What are report objects, instances, and parts?

When you use Live Office to insert data in a document, you can choose from

Crystal Reports or Web Intelligence content stored in the BusinessObjects

Enterprise repository. Reports stored in the BusinessObjects repository are

called report objects.

Report objects

A report is a document you create containing information presented in tables,

charts, and graphs. A report object supplies the data to the report. In Live

Office, you work with report objects because they are connected to the most

up-to-date content stored in databases. So, when you create a report, you'll

know it will contain the latest information when people view it.

When a report object is created with the Crystal Reports or Web Intelligence

designer, its information may come from various databases. The report object

returns data from the underlying data source or sources, either on demand

from the database or based on the refresh option chosen.


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Report instances

An instance is a version of that object created by BusinessObjects Enterprise

when users modify the source document or schedule reports. Each instance

contains data that is current at the time the source report is processed.

Essentially, a report instance is a report object that contains data that is

retrieved from one or more databases. Typically, report objects are designed

such that users can schedule several instances with varying characteristics.

For example, if users run a report object containing parameters, they can

schedule one instance that contains report data from a particular department,

and schedule another instance that contains information from another

department, even though both instances originate from the same report

object.

Report parts

Report parts are sections of a report that are displayed by themselves,

wiithout the rest of the report page. More precisely, report parts are objects

that use hyperlinks to point from a source report object to a destination Live

Office object. Report parts include objects such as text or charts.



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The following diagram shows the relationship between report objects, report

instances, and report parts in Live Office.

What are parameters and prompts?

Parameters

Parameter is a Crystal Reports term. A parameter is a question that you

need to answer before generating your report. The information you enter, or

the way you respond, determines the information that appears in the report.For example, in a report used by sales people, there might be a parameter

that asks the user to choose a sales region. The report would return the

results for the specific region, instead of returning the results for all of the

regions. Parameters may be either mandatory or optional.





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Prompts

Prompt is a Web Intelligence term, similar to a parameter. A prompt is a

dynamic filter that displays a question every time you refresh the data in a

report. You respond to prompts by typing or selecting the prompt value(s)you want to view before you refresh the data. Prompts may be either

mandatory or optional.

What is a universe?

A Live Office universe is an abstraction of a database and presents data in

non-technical terms for business users. A universe is a collection of data

objects representing the information available in a database. Business users

of Web Intelligence and Crystal Reports can connect to a universe and run

queries against the database. For example, a database may contain a

universe for sales data, and another for customer service data. Users can

perform data analysis and create reports using the objects in the universe,

without seeing, or having to know anything about, the underlying data

structures in the database. Universes are created by universe design

specialists.

What is a context?

A universe context indicates what types of business questions are answeredby the same universe objects. For example, a universe for Sales data might

have a context for store sales, another for partner sales, and so on.

Because contexts may share objects that are in the same universe, specifying

a universe context helps to ensure your query retrieves the right data. For

example, data on expenses from an employee expense account may be

stored in the same database as data on expenses from marketing a product.

Choosing the right universe context will ensure you get the appropriate

expense data. Therefore, when you select a universe, you may have more

than one universe context to choose from.

Note:

Contexts are defined by the system administrator.



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Live Office object types

Support for different kinds of data objects has been enhanced in this versionof Live Office. The following table explains how support for fields and report

parts, such as charts and text, works in Live Office.

Report partsFieldsLive Office content

type

YesYesCrystal Reports

YesNAWeb Intelligence

NAYesQuery Panel

Note:

Embedded Crystal Reports sub-reports are not supported.

Related Topics Live Office conceptson page 13

Live Office architecture

BusinessObjects Live Office XI 3.1 SP2 architecture, uses the reliability of

BusinessObjects Enterprise XI 3.1 SP2, and Web Services to provide

enhanced performance, scalability, and deployment.

Live Office toolbar

The BusinessObjects Live Office toolbar provides you with quick access to

some of the most common commands you will need to create and modify

objects or run queries to answer your business questions.



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It provides you with quick access to the Live Office objects in your MicrosoftOffice Excel, PowerPoint, Outlook, or Word documents. You can:

Insert a report object

Refresh all report objects

Save an object to the BusinessObjects Enterprise repository

Navigate to the source report for your Live Office object

Access the Help for Live Office

The toolbar contains the following buttons:

For more information

about the objects that

you can insert, seeIn-

serting Crystal Reports

contenton page 24.

Insert Crystal Reports

Content

For more information

about the options youcan use, seeInserting

Web Intelligence con-

tenton page 51

Insert Web Intelligence

Content

For information about

the options that you can

use, seeInserting

Querieson page 72

Insert Universe Query



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Opens the Repository

Explorer and allows you

to select published doc-

uments, Crystal Reportsor Web Intelligence

documents for insertion.

SeeInsert Wizard:

Choose Documenton

page 27.

Open from Business

Objects Enterprise



use, seePublishing a

document to Busines-

sObjects Enterpriseon

page 103.

Save To Business Ob-

jects Enterprise



use, seePublishing a

document to Busines-

sObjects Enterpriseon

page 103.

Save As New to Busi-

nessObjects Enter-

prise

Refreshes the data of all

objects in the document

against their source re-

ports. For more informa-

tion, seeData Refresh

Optionson page 38.

Refresh All Objects

Allows you to easilynavigate to any Live Of-

fice object in the docu-

ment.

Go to Object



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Displays the Online

Help for Live Office.Help

Live Office ribbon menu

The BusinessObjects Live Office ribbon menu shown below, helps you create

and modify reports or run queries to answer your business questions when

using any Microsoft Office 2007 application.

To hide or show the Live Office toolbar

Right-click the any toolbar and select BusinessObjects Live Office.

You can also Show or Hide the toolbar by navigating to View > Toolbars.

The toolbar appears or disappears.

Logging on to BusinessObjects Enterprise

If you have not already logged on, you are prompted to log on to

BusinessObjects Enterprise when you add or modify a Live Office object.

You must also log on before you can publish a document or open a published

document.

To log on to BusinessObjects Enterprise

1. ClickStart>Programs>Microsoft Office, and select Microsoft Excel,

Word, or PowerPoint to launch the application.



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2. ClickLiveOffice, clickOptions, the "Options" dialog box appears.

3. Select theEnterprisetab, enter your BusinessObjects Enterprise logon

credentials in the following fields:

User name Password

4. Verify the information in theWeb Service URLandSystemfields to

ensure that the application is pointing to the correct Central Management

System(CMS).

For example, if the Web Intelligence document you want to insert is on

a CMS called businessobjects01, and the web services server is

running on a server called businessobjects02, then the following

information would be accurate:

businessobjects01System

http://businessobjects02:8080/dswsbob

je/services/session

Web Service URL

5. Select an authentication method from the drop-down list, clickLog On

and then clickOK.

Note:

The information for theSystemfield, theWeb Services URLfield, andthe "Authentication" drop-down list, will be provided by your system

administrator.

Related Topics

Logging on to BusinessObjects Enterprise automaticallyon page 127



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Working with CrystalReports Content in Live

Office

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Overview

With Live Office, you can leverage the power, convenience, and reliabilityof Crystal Reports functionality from within the Microsoft Office applications

you use everyday to make better business decisions. With point and click

ease, you can easily monitor regional sales trends or analyze quarterly sales

figures from within Microsoft Office Excel, Word, Outlook, or PowerPoint,

and share that analysis with your colleagues for improved decision making.

With Live Office, you have the comfort of knowing that the data you are

accessing to make business decisions is reliable, up-to-date, and easily

refreshed on demand from the database. Data accuracy is no longer a

concern.

With the easy to use "Live Office Insert Wizard", you can insert Crystal

Reports report parts or fields into your Microsoft Office documents.

Inserting Crystal Reports content

Crystal Reports content can be added from the Live Office menu or by using

the Live Office toolbar. Both methods launch the easy to use "Live Office

Insert Wizard" which easily guides you through how to choose a report, select

Crystal Reports data objects, and insert them in your Microsoft Office Excel,

PowerPoint, Outlook or Word applications as Live Office objects to sharewith your colleagues.

Logging on to secured databases

For security purposes, your system administrator may have password

protected certain Crystal Reports documents and repositories. Therefore,

you may be prompted for database logon credentials when accessing or

refreshing certain documents.

Performing a consolidated database logon operation

1. Log on to BusinessObjects Enterprise and selectLiveOffice>Insert

Crystal Reports content, or click theInsert Crystal Reports content

toolbar button, to launch theLive Office Insert Wizard.


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2. Navigate to the Crystal Reports document you want to access.

3. When prompted, enter your log on information and password.

Related Topics

Logging on to BusinessObjects Enterpriseon page 20

To launch the Live Office Insert Wizard

1. Open a Microsoft Office document.

2. Log on to BusinessObjects Enterprise. For more information, see Logging

on to BusinessObjects Enterpriseon page 20.

3. Select where you want to insert the Live Office object.

4. SelectLive Office>Insert >Crystal Reports content.

Note:

In Microsoft Excel, the Wizard can also be launched from Insert > Crystal

Reports content.

The "Live Office Insert Wizard" appears. If you have not already logged

on to BusinessObjects Enterprise, you are prompted to do so.

The "Live Office Insert Wizard " will guide you through choosing your

document, selecting report content (fields or report parts), selecting

parameters if required, and inserting data into your Microsoft Office document.

Overview of the Live Office Insert Wizard for Crystal Reports

content

To use Crystal Reports functionality in Live Office, you select a series of

options using the "Live Office Insert Wizard". The "Live Office Insert Wizard"

is composed of five pages which are explained below:


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To do this taskUse this page in the wizard

Browse available reports. Locate the report you want to use.

If the report you selected requires

database logon credentials, you

are again prompted to log on.

For more information, seeInsert

Wizard: Choose Documenton

page 27.

Choose Document

Choose parameter values from a

pre-selected list of values.

Specify whether youareprompted

each time data is refreshed.

For more information, see Insert Wiz-

ard: Specify Parameter Values on

page 29

Note:

This page only appears if your reportcontains predefined parameters. You

cannot use Live Office to introduce new

parameters into a report.

Specify Parameter Values

Select the Crystal Reports parts or

fields you want to use to create your

Live Office object.

For more information, seeInsert

Wizard: Choose Dataon page 31.

Choose Data



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Select filters to apply to data that youinsert as fields in your Live Office

documents. For more information,

seeInsert Wizard: Set Filterson

page 34.

Note:

This page only displays if you have

selected to insert data as fields.

Set Filters

Type the name of your Live Officeobject.

Verify its path in the repository

before inserting it into your docu-

ment.

SeeInsert Wizard: Summaryon

page 36

Summary

Insert Wizard: Choose Document

The first page of the "Live Office Insert Wizard" is the "Choose Document"

page and it displays the BusinessObjects Enterprise repository explorer so

that you can navigate easily to the report you want to use. The "Choose

Document" page displays all Crystal Reports to which you have access,

including reports contained within publications.

Tip:

You can also use the search functionality to search by title, keywords, contentor all fields to locate a specific report quickly. If you are importing content to

an email in Outlook, the search dialog will default to a content search based

on the subject line of your email.





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Note:

If the report you select requires database logon credentials, you will be

prompted again for your database logon credentials. SeeLogging on to

secured databaseson page 24.

To locate your document using the explorer

1. In the left-hand pane of the "Choose Document" page, navigate to and

double-click the folder that contains the report you want to use. Using the

buttons above the left-hand pane, you can switch between Folder and

Category views for easy navigating.

The folder hierarchy expands. If the report is contained within a displayed

publication, select the publication instance to reveal its contents.





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Note:

For a report instance to be imported, the instance must be stored

somewhere on the BusinessObjects Enterprise system. Instances sent

directly to an Inbox are not stored in the repository, and cannot be

imported into Live Office.

2. In the right-hand pane of the "Choose Document" page, select the report

you want to use, and click Next.

Tip:

Click a column heading, for example, Name, Owner, or Type, to sort

available reports.

You can search for a specific report or object by title or keywords using

the search dialog above the frameset.

If you are importing to an Outlook email, a suggestion folder will alsobe available. For your convenience, this folder will contain the results

of a content search based on the email's subject line.

The "Recent" folder also contains any reports you have created or

modified most recently for ease of access.

Next Step: Insert Wizard

If the report you selected contains parameters, the next page of the "Live

Office Insert Wizard" will be the "Specify Parameter Values" page. See InsertWizard: Specify Parameter Values on page 29.

If the report you selected does not contain parameters, the next page of the

"Live Office Insert Wizard " will be the "Choose Data" page. For more

information, seeInsert Wizard: Choose Dataon page 31.

Insert Wizard: Specify Parameter Values

The second page of the Live Office Insert Wizard is the Specify ParameterValues page. This section demonstrates the use of parameters to populate

dynamic picklists. For example, in an Activities by Location report object

that a sales manager might use to monitor regional sales activity, his report

could have one parameter called Select Region with a value list of East

and West.





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To specify parameter values from a list of values

1. In the Specify Parameter Values page, select the parameter values you

want to include from the available drop down list.

2. ClickNext.

Note:

You must select a value for every mandatory parameter. if the parameter

is optional you may leave the value as unspecified.

You can bind this list of parameter values to particular cells in your Microsoft

Office Excel spreadsheet for easy updating. For information about parameter

binding and modifying parameter values, seeModifying parameter values

on page 42.





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First, however, you must choose the data you want to include as report parts

and insert it as a Live Office object into your Microsoft Office document. SeeInsert Wizard: Choose Dataon page 31.

Insert Wizard: Choose Data

The third page of the Live Office Insert Wizard is the Choose Data page

which prompts you to select the Parts or Fields of the report you want to

include and insert into your Microsoft Office document.

Tip:

ClickSwitch to Fieldsto display the available objects as fields rather than

as report parts.





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If you have inserted your data as report parts, the next page will be the

Summary page. On this page you'll be able to name your Live Office object

and verify its location in the repository before inserting the object in yourdocument.

To select Fields as your data set

This topic shows you how to insert Fields as a dataset in a Microsoft Office

document.

Note:

The Select Fields dialog box does not appear if you have chosen to select

Parts of a Crystal Report.





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1. In the Choose Data page of the Live Office Insert Wizard, select the

Switch to Fieldsoption.

2. In theAvailable Fieldslist, click a field that you want to include in the

Report object, and then click the right arrow (>).The selected fields appear in the Selected Fields list.

3. Use the up and down arrows to change the order of the included fields,

as required.

4. ClickNext.


If you have inserted your data as fields, the next page will be the Set Filters

page. SeeInsert Wizard: Set Filterson page 34.

Insert Wizard: Set Filters

The Set Filters page will only appear if you have inserted your data as fields.

You can apply filters to all available fields in your Crystal Reports documents

to restrict the data in your report, even if the fields do not appear in your

document.

Note:

In Microsoft PowerPoint, the Live Office object can show only 50 rows and50 columns of data. If you insert a Report View that contains more data than

this, the data will be truncated. You can reduce the number of fields shown

in the report object or add filters to reduce the data to fewer than 50 rows

and columns.





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To filter the data

1. In the Set Filters page of the Live Office Insert Wizard, click the field that

you want to filter.

2. Select a suitable operator from the Operators drop-down list on the right.

There are many different types of operators that you can choose. You

can further qualify your operator with values from the Value lists. The

options that you are presented with depend on the selected operator.

Note:

If you want to filter out null values, you can use theis nullandis

not nulloperators in combination with other operators. The is

not equal tooperator also filters out null values.





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If you add a filter to a calculated field, you must type in the value,

rather than select from the lists. Live Office cannot retrieve the

calculated values from the underlying database.

3. Select a value from the drop-down list of values for the operator youchose, and clickAdd Filter.

The filter and applicable value appear under the field to which they apply.

The filter is stored as a comment or bookmark on the field that contains

the filter.

4. ClickNext.

Insert Wizard: Summary





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Summary page

The "Summary" page is the last screen in the "Live Office Insert Wizard"

before the current object is inserted into your Microsoft Office application.

Follow the instructions below to complete the process of creating your Live

Office object.

1. From the "Summary" page, name your Live Office object and verify its

path in the BusinessObjects repository

2. ClickFinishto insert your Live Office object into your Microsoft Office

document.

A progress bar appears as your Live Office object is inserted in yourMicrosoft Office document.

You can now modify object properties, modify parameter or prompt settings,

configure data refresh options, or save your Office document with the

embedded Live Office object.

Related Topics

Data Refresh Optionson page 63

Saving your data locally and to the repositoryon page 106

Adding more Objects from the same datasource

You can quickly and easily add additional objects from the same data source

into your Microsoft Office document.

Note:

The information in this section does not apply to Live Office objects embedded

in a recieved email.

1. Select the source Live Office object.

2. Right-click,point to Live Office, and click New Object from Same Report.

The source report relaunches in the Live Office Insert Wizard.



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3. Select the additional report parts you want to add and insert them using

the Live Office Insert Wizard.

Tip:

You can select multiple report parts of the same type by using ALT+Click.For example, you could select all countries in a sales report and insert them

as a row set in your Microsoft Office document.

Data Refresh Options

The data that is returned when you refresh an object depends on:

The type of object that was used as the source object.

The data refresh option you select.

You can change the refresh behavior for the Live Office report objects fromLiveOffice > Refresh Option or from the Live Office Object Properties dialog

box.

You can also change the refresh order of Live Office objects in your Microsoft

Office documents.

Related Topics

Modify Object Refresh Orderon page 119

To configure refresh options for your Live Officeobjects

1. In your Microsoft Office document, right-click the Live Office object for

which you want to change the refresh properties.

2. From theLive Officemenu, clickRefresh Option.

The "Refresh Options" dialog box appears.

3. Select the refresh option to use and clickOK



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DefinitionRefresh Option

Refresh the latest instance of theselected Live Office object for a

specific user. Select the user whose

instance you would like to use from

the drop down list, the default value

is the Current User based on the

database credentials used to log in.

Note:

When refreshing from the latest in-

stance of a report contained in a

Publication, Live Office retrievesthe report content from the latest

Publication instance for the current

user. The publication instance has

to be published to an Enterprise lo-

cation in report format. Instances

set to be distributed directly to user

Inbox cannot be accessed by Live

Office.

Latest Instance: From the latest in-

stance scheduled by

Refresh the data from the

database. This is the default value.On Demand: From the database

Refresh the selected instance

based on data saved with a pub-

lished report. This option is only

valid after you have published the

report with saved data.

Use Report Saved Data: From

saved data report

Refresh the data from the selected

instance only.

Specific Instance: From a specific

instance of the report





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Additional Info

Note:On Demandis the default option, and it will be the only available option if

the report object does not have report instances or versions, and there is no

saved data with the report.

Note:

If you choose to remove data when you save the document for security

reasons, anyone opening the document will see a message that data has

been removed. They must refresh the objects to view the imported Live Office

objects. To refresh the objects, users need to have Live Office installed and

have access to the source object in BusinessObjects Enterprise. For more

information about concealing data, see Managing document security andaccess on page 126.

Modifying Crystal Reports content

There are many features in BusinessObjects Live Office (Live Office) that

allow you to easily modify your existing Crystal Reports objects.

This section contains the following, click the appropriate link to jump to the

topic:

Related Topics

Viewing and modifying general object propertieson page 40

Adding custom content to Live Office objectson page 42

Modifying parameter valueson page 42

Modifying fields on page 45

Modifying filterson page 46

Viewing and modifying general object properties

You can also display and modify the properties for your Crystal Reports

object. The Live Office Object Properties window allows you to view and

modify all objects in the current document.



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To view the properties of a Live Office object

1. From within your Microsoft Office application, right-click your Live Office

object and clickProperties.

The Object Properties dialog box appears.

Note:

The properties shown and tabs available depend on the type of object

selected.

2. Select the Object/Report which contains the object or objects you want

to modify.

3. Selelect one or more objects to modify the properties of.

4. Do any of the following:





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Click theGeneraltab to view information about the object or objects

and modify properties such as report location and object name.

Click thePromptstab to view current parameter settings and access

the Specify Parameter Values window for the selected object orobjects.

Click theRefreshtab to view and modify refresh options for the

selected object or objects.

Adding custom content to Live Office objects

Live Office objects inserted as tables are comprised of rows and columns.

You can insert columns or rows, and add your own custom content to theobject. The custom content will be retained when the object's data is

refreshed.

1. Go to the Live Office object.

2. Select the cell, row or column adjacent to where the new column or row

will be inserted.

3. Right-click, point toLive Office, and clickInsert RoworInsert Column.

One row will be inserted above, or one column will be inserted to the left of

the selected cell. Repeat until the desired number of rows or columns in

inserted. After inserting the first row or column, the Live Office menu willenableRemove RoworRemove Column.

To remove a row or column that has been added, you'll need to select at

least one cell within the row or column. Right-click, point toLive Office, and

clickRemove RoworRemove Column.

Modifying parameter values

If your Live Office object is based on a report object that contains parameters,you can change the parameter values when you insert the object, or you can

change the values later. If you do not specify parameter values when you

insert Live Office objects into your Microsoft Office document, Live Office

uses the current values.



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Note:

If the report object contains mandatory parameters, you must specify a

parameter value before inserting the object.

You can modify the Live Office properties so that you are prompted for the

parameter values when you refresh the data. You can also use commands

on the LiveOffice menu and the context menu to modify the parameter values

and settings.

Modifying Parameter or Prompt values and settings

The Specify Parameter Values dialog box for Crystal Reports objects, or the

Specify Prompt Values dialog box for Web Intelligence objects and Queries,

allows you to set the values that will be used to specify what data is usedfor the selected Live Office object. There are two options available for all

Office applications, and an additional third option in Excel. When working in

Excel, you have the option to bind the values to a cell. Binding is a useful

way to allow values to be updated automatically from within Excel. You can

type the parameter or prompt value into the cell or, if the option is selected,

you can select the value from a drop-down menu in the cell. For example, if

you have an Activities by Region report, with a Select Region parameter,

the binding cell might have the values East and West in the drop-down

list of values. Upon selecting a value, the object's data would be updated to

reflect the new selection.

1. In the Microsoft Office document, right-click the Live Office object

containing the parameter or prompt you want, then click Live Office>Prompt Setting.

The Specify Parameter (or Prompt) Values dialog box is displayed.

2. Select the parameter or prompt to modify, and choose from the following

options to specify the value:

Select theAlways ask for valueoption if you want the Live Office

object to prompt you for the parameter or prompt value every time it

is refreshed.

Select theChoose values listoption to bind the Live Office object to

specific parameter or prompt values. Click on the browse button to

launch the Specify Parameter Values dialog box. Select the parameter

or prompt values from the drop down menus or add new values.

3. If you are working with an object in Microsoft Excel, the following additional

option will be available:





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No lower/upper value: Checking this box causes the data set to

disregard the lower or upper value of the parameter range.

4. ClickOKto close the Specify Parameter (or Prompt) Values dialog box.The report data will then be refreshed automatically.

Tip:

This is the default Live Office refresh behavior, to modify this behavior

click Live Office > Options, the "Options" dialog box appears. Under the

General section, use the check boxes to specify the preferred refresh

behavior.

To automatically refresh the data when cell binding changes

This topic is relevant if you are using Live Office objects in Microsoft Office

Excel.

1. On theLive Officemenu, clickOptions.

2. In the Options dialog box, click theGeneraltab.

3. SelectRefresh Live Office object when binding cell changes.

4. ClickOK.

Note:

When you refresh any single LiveOffice object, the Specify Parameter Values

dialog box opens and allows you to modify the parameter values.

Modifying fields

You can add or remove fields from a report object that is based on a Crystal

Reports document or document instance.

To add or remove fields

1. Click any cell in the Live Office object that you want to modify.

2. On the LiveOffice menu, click Modify and then click Add/Remove Fields

to open theChoose Datapage of the Live Office Insert Wizard.

3. Do one of the following:





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To add a field, select it in theAvailable fieldslist; then click the right

arrow (>).

To remove a field, select it in theSelected fieldslist; then click the

left arrow (


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Note:

If you add a filter to a calculated field, you must type in the values

rather than selecting from the lists. Live Office cannot retrieve the

calculated values from the underlying database. If you format individual cells in a report object and then change the

filters, the formatted cells may disappear.

6. ClickAdd Filterto add the filter to the field.

The filter appears under the field to which it applies.

7. ClickOKto apply the changes.

To remove a filter

1. Select a cell in your document that contains the filter you want to remove.

2. On the LiveOffice menu, click Modify, click Filter Setting, and then clickAdd/Modifyto open the Filter Settings page of the Live Office Insert

Wizard.

Tip:

You can also right-click the Live Office object, point to Live Office, point

to Filter Settings, and click Add/Modify.

3. In the Filter Settings page, select the filter that you want to delete, Remove

Filter, and clickOK.

Choosing specific field values as filter settings

You can also focus on or filter on a particular set of field values. to narrow

down the data in your report. For example, if your report data contains

information on a range of bicycles, you might have three fields containing

the following information: Size, Color, and Price. The bicycles might come

in four colors: red, black, blue, and green. If you want your report to display

the size and price for the black bicycles only, you could use the Focus On

Value filter setting to return that information. Alternatively, you can use theExclude Value to exclude specific values.

To focus on a value

1. Click the cell containing the field value that you want to include as a filter.

For example, black bicycles.





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Overview

Web Intelligence provides access to business information over intranet andextranets for powerful ad hoc queries and sophisticated, easy-to-use

interactive analysis.

With BusinessObjects Live Office (Live Office), you can easily and

conveniently manipulate Web Intelligence data from within the Microsoft

Office application environment.

You can compile, analyze, and manipulate live Web Intelligence data from

within the Microsoft Office Excel, PowerPoint, Outlook, and Word documents

that you use everyday for improved collaborative decision making.

Upgrading content from the previous version

Earlier versions of Live Office supported inserting Web Intelligence fields

into Microsoft Office documents. This version is backward compatible with

the earlier versions of Live Office and you can therefore upgrade Web

Intelligence content.

To upgrade a Web Intelligence object from the previous version

1. Open the Microsoft Office document that contains the Web Intelligence

object from the previous version.

2. Logon to BusinessObject Enterprise and launch the Live Office Insert

Wizard.

You will be prompted to upgrade.

3. Click OK to convert the Web Intelligence document to this version of Live

Office.

4. After the upgrade process is complete, right click the object and select

Add/Remove Fieldsto modify the field list setting or selectRefreshObjectto refresh the fields.


Working with Web Intelligence Content in Live Office

4 Overview


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Inserting Web Intelligence content

Web Intelligence content can be added from the Live Office menu or by using

the Live Office toolbar. Both methods launch the easy to use "Live Office

Insert Wizard" which easily guides you through how to choose a report, select

Web Intelligence data objects, and insert them in your Microsoft Office Excel,

PowerPoint, Outlook or Word applications as Live Office objects to share

with your colleagues.






4. SelectLive Office>Insert >Web Intelligence content.

Note:

In Microsoft Excel, the Wizard can also be launched from Insert>Web

Intelligence content.



The "Live Office Insert Wizard " will guide you through choosing your

document, selecting report content, selecting prompt values if required, and

inserting data into your Microsoft Office document.

Overview of the Live Office Insert Wizard for Web Intelligence

content

To use Web Intelligence functionality in Live Office, you select a series of

options using the "Live Office Insert Wizard". The "Live Office Insert Wizard"is composed of five pages which are explained below:


4Working with Web Intelligence Content in Live Office



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Browse available reports. Locate the report you want to use.

SeeInsert Wizard: Choose Docu-

menton page 53.

Choose Document

If more than one context exists for

the Web Intelligence data you have

selected, you must specify the con-

text you want to use. For example,Web Intelligence report parts that

apply to either a Marketing or a Sales

context.

SeeInsert Wizard: Specify Query

Contextson page 55.

Specify Context

Choose prompt values from a pre-

selected list of values.

Specify whether youarepromptedeach time data is refreshed.

SeeInsert Wizard: Specify Prompt

Valueson page 57

Specify Prompt Values

Select the Web Intelligence report

part(s) that you want to use to create

your Live Office object.

SeeInsert Wizard: Choose Dataon

page 58

Choose Data



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Type the name of your Live Officeobject.

Verify its path in the repository

before inserting it into your docu-

ment.


page 61

Summary

Insert Wizard: Choose Document

The first page of the "Live Office Insert Wizard" is the "Choose Document"



Document" page displays all Web Intelligence reports to which you have

access, including reports contained within publications.

Tip:You can also use the search functionality to search by title, keywords, content

or all fields to locate a specific report quickly. If you are importing content to

an email in Outlook, the search dialog will default to a content search based

on the subject line of your email.





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To locate your document using the explorer

1. In the left-hand pane of the "Choose Document" page, navigate to and

double-click the folder that contains the report you want to use. Using the

buttons above the left-hand pane, you can switch between Folder and

Category views for easy navigating.

The folder hierarchy expands. If the report is contained within a displayed

publication, select the publication instance to reveal its contents.

Note:

For a report instance to be imported, the instance must be stored

somewhere on the BusinessObjects Enterprise system. Instances sent

directly to an Inbox are not stored in the repository, and cannot be

imported into Live Office.





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2. In the right-hand pane of the "Choose Document" page, select the report


Tip:

Click a column heading, for example, Name, Owner, or Type, to sort

available reports.

You can search for a specific report or object by title or keywords using

the search dialog above the frameset.

If you are importing to an Outlook email, a suggestion folder will also

be available. For your convenience, this folder will contain the results


The "Recent" folder also contains any reports you have created or

modified most recently for ease of access.


Note:

If the report you selected has more then one context, the next page of

the "Live Office Insert Wizard" will be the "Specify Context" page. See

Insert Wizard: Specify Query Contextson page 55.

If the report you selected does not have more than one context, but

contains prompts, the next page of the "Live Office Insert Wizard" will be

the "Specify Prompt Values" page. See Insert Wizard: Specify Prompt

Valueson page 57

If the report you selected does not contain prompts or more than one

context, the next page of the "Live Office Insert Wizard " will be the

"Choose Data" page. SeeInsert Wizard: Choose Dataon page 58.

Insert Wizard: Specify Query Contexts

A context is a defined group of data objects in a universe that share a

common business purpose. If the data you have selected is included in morethan one context, you must specify the context you want to use.





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To specify context

1. From the Specify Query Contexts page of the Live Office Insert Wizard,

select a context from the list.

2. ClickNext.

If the Web Intelligence report you select contains prompts, the next page

will be the Specify Prompt Values; if the report does not contain prompts

the Choose Data page appears.





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Insert Wizard: Specify Prompt Values

The Specify Prompt Values page will display only if prompts have beenspecified for the report. Prompts are either mandatory or optional. If all the

prompts listed on this page are optional, you do not have to specify a prompt

value at this stage, click Next and specify the prompt values when refreshing

the object.

1. On the "Specify Prompt Values" page, do one of the following for each

prompt value you want to specify:

Type a value in the search field, to search for a prompt value from a

pre-selected list of options. Click the to specifyIgnore caseorCase sensitive for the search string. Click > to add it to your selected

values.





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Note:

If the list of available values is empty or needs to be updated, click

theRefresh Listicon .

Double-click on a displayed value to add it to the list of selected values.

Type a prompt value and click >to add the value to the list of values.

2. ClickNext.

TheChoose Datapage appears.

Insert Wizard: Choose Data

The fourth page of the Live Office Insert Wizard is the Choose Data page

which prompts you to select the parts of the report you want to include and

insert into your Microsoft Office document.





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To select Parts as your data set

1. Choose your preferred options for viewing report data:

Click theToggle Interactive Parametersbutton to adjust the

parameter values in the Interactive Parameters pane. Use the drop

down list under each parameter in the pane to adjust the value. After

you have completed your parameter value selections clickApply.

Note:

TheToggle Interactive Parametersbutton will not appear if your

report does not contain predefined parameters or if you click Switch

to Fields.





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A progress bar appears as your Live Office object is inserted in your

Microsoft Office document.

You can now modify object properties, modify parameter or prompt settings,

configure data refresh options, or save your Office document with theembedded Live Office object.

Related Topics

Data Refresh Optionson page 63

Saving your data locally and to the repositoryon page 106

Adding more Web Intelligence report

partsYou can quickly and easily add additional report parts to your Live Office

Web Intelligence document.

To add report parts from the same source

1. Select the source Live Office object in your Microsoft Office document.

2. Right-click,point to Live Office, and click New Object from Same Report.

The "Insert from Same Source" window appears.



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DefinitionRefresh Option

Refresh the latest instance of theselected Live Office object for a

specific user. Select the user whose

instance you would like to use from

the drop down list, the default value

is the Current User based on the

database credentials used to log in.

Note:

When refreshing from the latest in-

stance of a report contained in a

Publication, Live Office retrievesthe report content from the latest

Publication instance for the current

user. The publication instance has

to be published to an Enterprise lo-

cation in report format. Instances

set to be distributed directly to user

Inbox cannot be accessed by Live

Office.

Latest Instance: From the latest in-

stance scheduled by

Refresh the data from the

database. This is the default value.On Demand: From the database

Refresh the selected instance

based on data saved with a pub-

lished report. This option is only

valid after you have published the

report with saved data.

Use Report Saved Data: From

saved data report

Refresh the data from the selected

instance only.

Specific Instance: From a specific

instance of the report





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Additional Info

Note:

Use Report Saved Data is the default option if the Web Intelligence report

does not have an instance and is not set as Refresh On Open by the

report creator.

On Demandis the default option if the Web Intelligence report has been

set as Refresh On Open by the report creator; and it will be the only

available option if the report does not have instances, or if there is no

saved data with the report.

Latest Instanceis the default option if the Web Intelligence report has

an instance that is available to the current user.

Note:

If you choose to remove data when you save the document for security

reasons, anyone opening the document will see a message that data has

been removed. They must refresh the objects to view the imported Live Office

objects. To refresh the objects, users need to have Live Office installed and

have access to the source object in BusinessObjects Enterprise. For more

information about concealing data, see Managing document security and

access on page 126.

Modifying Web Intelligence content

You can also modify existing Web Intelligence data objects. This section

explains how to view and modify existing Live Office objects.

This section contains the following, click the appropriate link to jump to the

topic:

Related Topics

Viewing and modifying general object propertieson page 67

Modifying prompt valueson page 68



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Viewing and modifying general object properties

You can also display and modify the properties for your Web Intelligenceobject. The Live Office Object Properties window allows you to view and

modify all objects in the current document.

To view the properties of a Live Office object

1. From within your Microsoft Office application, right-click your Live Office

object and clickProperties.

The Object Properties dialog box appears.





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list of values. Upon selecting a value, the object's data would be updated to

reflect the new selection.

1. In the Microsoft Office document, right-click the Live Office object

containing the parameter or prompt you want, then click Live Office>Prompt Setting.

The Specify Parameter (or Prompt) Values dialog box is displayed.

2. Select the parameter or prompt to modify, and choose from the following

options to specify the value:

Select theAlways ask for valueoption if you want the Live Office

object to prompt you for the parameter or prompt value every time it

is refreshed.

Select theChoose values listoption to bind the Live Office object to

specific parameter or prompt values. Click on the browse button to

launch the Specify Parameter Values dialog box. Select the parameter

or prompt values from the drop down menus or add new values.

3. If you are working with an object in Microsoft Excel, the following additional

option will be available:

Select theChoose Excel data rangeoption if you want to bind the

parameter or prompt to a range in the Excel spreadsheet.

Note:

Parameters and prompts that accept multiple discrete values can be

bound to a range, or name variable, containing multiple cells.

Choose one of the below options for selecting the range:

Open the drop-down list and select an existing name variable.

Type the address of the range.

Click the specify range button to the right of the drop-down

list. The "Bind Parameter" or "Bind Prompt" dialog box is displayed.

Select an available range within the spreadsheet and click OK.

Note:

From the Bind Parameter or Bind Prompt dialog box, you can select

a range anywhere on the current worksheet, or any other worksheetwithin the workbook.

Additional options available for parameters and prompts bound to

ranges:





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Append parameter list to the drop down of the binding cell:

Checking this box will create a drop down in each of the selected

cells with a list of all possible values for the selected parameter.

Caution:Using this option for a parameter or prompt with a large list of

values will increase the overall size of the workbook; and may

decrease performance and response time when data is

refreshed.

Update parameter list upon refresh: Checking this box will

refresh the list of values available for the selected parameter.

Caution:

Using this option for a parameter or prompt with a large list of

values will increase the overall size of the workbook; and may

decrease performance and response time when data is

refreshed.

Additional options for range type parameters and prompts:

Include this value: Check this box to have the selected value

included in the data set.

No lower/upper value: Checking this box causes the data set to

disregard the lower or upper value of the parameter range.

4. ClickOKto close the Specify Parameter (or Prompt) Values dialog box.The report data will then be refreshed automatically.

Tip:

This is the default Live Office refresh behavior, to modify this behavior

click Live Office > Options, the "Options" dialog box appears. Under the

General section, use the check boxes to specify the preferred refresh

behavior.



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Working with Queries in LiveOffice

5


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Overview

A query is used to answer a business question from data stored in one ormore databases. A query can be simple, such as total sales last year. Or

depending on your business need, it can be more complex, such as total

sales, for Product A, in the US state of California, in the first quarter of last

year.

Traditionally, queries are usually sent to databases in a language called

Structured Query Language (SQL) and could only be designed by an expert

in IT or database languages. However, BusinessObjects Live Office (Live

Office) provides the Insert Wizard that makes it easy to build queries, you

don't have to know SQL to query for information using Live Office. You do

not need to know complex programming languages. The Live Office InsertWizard presents the information available in the database as objects that

have familiar names and meanings. The query is then built using the objects

and filters you select.

With minimal effort, you can define queries and retrieve meaningful answers

to business questions such as the following:

Get sales figures for the first three quarters of this year for all customers

in North America by region.

Get a list of all customers worldwide who are partners.

The data is arranged in table format where you can access it from your

Microsoft Office Excel, Word, Outlook or PowerPoint documents. This section

contains information about creating, editing, and refreshing queries in Live

Office.

Related Topics

Inserting Querieson page 72

Overview of the Live Office Insert Wizard for Querieson page 73

Modifying Querieson page 93

Inserting Queries

Queries can be added from the Live Office menu or by using the Live Office

toolbar. Both methods launch the easy to use "Live Office Insert Wizard"

which easily guides you through how to choose a universe, select data


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objects, and insert them in your Microsoft Office Excel, PowerPoint, Outlook

or Word applications as Live Office objects to share with your colleagues.






4. SelectLive Office>Insert >New Query.

Note:

In Microsoft Excel, the Wizard can also be launched from Insert>New

Query.



Overview of the Live Office Insert Wizard for Queries

Below is an overview of how the Live Office Insert Wizard is used to build a

query. For more detailed instructions, seeInserting Querieson page 72.


Browse available universes

Locate the universe you want to

use.

SeeInsert Wizard: Choose Uni-

verseon page 75.

Choose Universe


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Select Universe objects from theManager pane and drag them to the

Results Objects to be displayed

or Select Universe objects from the

Manager pane and drag them to the

Filter Object pane to create data fil-

ters

SeeInsert Wizard: Specify Queryon

page 77.

Specify Query

Select a universe context for your

query.

A context is a defined group of ob-

jects in a universe that share a com-

mon business purpose.

SeeInsert Wizard: Specify Query

Contexton page 88.

Specify Query Context

Choose a prompt value from a

pre-selected list of values.

Specify that you are to be

prompted each time data is re-

freshed.

SeeInsert Wizard: Specify Prompt

Valueson page 57.

Specify Prompt Values



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Type the name of your Live Officeobject and verify its path in the

repository before inserting the data

into your Microsoft Office document.


page 92.

Summary

Insert Wizard: Choose Universe

The first page of the "Live Office Insert Wizard" is the "Choose Universe"



Universe" page displays all Universes to which you have access.

Tip:

You can also use the search functionality to search by title, keywords, content

or all fields to locate a specific report quickly. If you are importing content to

an email in Outlook, the search dialog will default to a content search basedon the subject line of your email.



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To select your data source

1. In the Folders pane of the "Choose Universe" page, navigate to and

double-click the folder that contains the universe you want to use. The

folder hierarchy expands.

2. In the right-hand pane of the "Choose Universe" page, select the universe


Tip:

Click a column heading, for example, Title, Owner, or Date Modified,

to sort the universes within the selected folder.

You can search for a specific universe by title, keyword or content

using the search dialog above the frameset.



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If you are importing to an Outlook email, a suggestion folder will also

be available. For your convenience, this folder will contain the results


The "Recent" folder also contains any universes you have accessed

or modified most recently for ease of access.

Related Topics

Insert Wizard: Specify Queryon page 77

Insert Wizard: Specify Query

To define the data to have it answer your business questions and be inserted

into your Microsoft Office Excel, PowerPoint, Outlook, or Word document,you need to build a query. The manager pane of the Specify Query page

lists all the available objects defined for the selected universe.

To add Objects to your query

Building your query is as simple as dragging and dropping. You select items

from the left-hand pane and drop them in either the Result Objects or Filter

Objects pane.

Note:You can also drag objects out of these areas back to the left-hand pane at

any time.

1. From the left-hand pane, select and drag objects onto the Result Objects

pane.

For example, a query might include the Year, Sales Rep, Customer Name

and Dollar Amount.

The objects dragged into the Result Objects pane will form the columns

of your Live Office object.

2. From the left-hand pane, select and drag objects to theFilter Objects

pane.

Objects can be dragged to both the Results and Filter Objects panes.

Objects dragged to the Filter pane will not appear in the Live Office object.

These objects will filter the data, and limit the resulting data set to your



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specifications. Using the example in Step 1, you could drag the object

Year to also

live office 3.1 sp2

Documents