relying on breaks instead of sections to build webi reports deborah l. lennington
TRANSCRIPT
THE CREATIVE USE OF SPACERelying on Breaks Instead of Sections
To Build WebI Reports
Deborah L. Lennington
AGENDA1. Format requirements for a key management
report2. Defining the formatting issues3. Understanding breaks - in and out of the box 4. One-table reporting – the breakthrough
solution5. Conclusion6. Q&A
FORMAT REQUIREMENTS FOR A KEY MANAGEMENT REPORT
When the look of the report just couldn’t change - No matter what!
THE TASK AT HAND - REBUILD A KEY MANAGEMENT REPORT
MOST IMMEDIATELY OBVIOUS FORMATTING REQUIREMENTSCentered table titles
Indented section titles
Table headers to show once only on page
Project grant numbers & descriptions to show once only for break titles
All columns must print on one page
Grand totals shown with double accounting lines
DEFINING THE FORMATTING ISSUES
Where I will need to trick Web Intelligence into doing what I want !
GETTING OFF TO WHAT SEEMS A GOOD START
ESTABLISHING THE MAIN SECTION AND MORE
Concatenated Formula will allow removal of duplicate values when set as break.
Project Grant kept here to allow custom sort
A LITTLE BIT ON CONCATENATIONA Web Intelligence break is limited to one
field at timeBut, can concatenate variables to create that
one field!
Custom sorting not possible on concatenated fieldBut, can custom sort on individual “original”
fields!
Can “pretty-up” concatenation for use as title, or not
Can “hide” from view any unwanted fields
PICTURE THIS: CONCATENATIONNote Custom Sort
Fields to “hide”
Concatenated Formula for Titles
HIDING “STUFF” IN PLAIN SIGHTWhite format a column’s cell font
White format a column’s background color
Remove all column borders
Reduce column width to 4 pixels
PDF-saved version – no column!
Excel-saved version – column there, but keeps Web Intelligence formatting. Go ahead and delete!
BACK TO REPORTING WOESLooking (unhappily) at column widths…
BACK TO REPORTING WOESLook what happened with Save as Excel…
Colored Cells automatically “merged” when saved
MY PERSONAL “ISSUES”Can’t seem to automatically center report titles, or
“step-in” break headingsAutofitted column widths are varying between
sectionsGrand total row positioning can’t shift when column
widths doSince break values must be included on report rows,
how is a report to be printed on one page across when using multiple breaks?
Additional time requirements (whenever report runs) to reformat Excel-saved versions
…and where are those double accounting lines?
NERVOUS BREAKDOWN TIME
UNDERSTANDING BREAKS – IN AND OUT OF THE BOX
Long story short…It’s all about space!
WHAT BREAKS USUALLY LOOK LIKEBreak values shown on the first line of its
break – (assuming values not duplicated)
Break headers disabled for any break levels column headings not wanted for
Break footers enabled only when subtotals required
WHAT A BREAK-BASED REPORT CAN ACTUALLY LOOK LIKE
MORE ON WHAT CAN BE
AN EXISTENTIALIST VIEW OF BREAKSMost simply, breaks are a means of manipulating space
and formula contexts
Break values can be made visible anywhere within an overall area defined as a header or footer
Break-based reports can look like “master/detail” ones – while providing enhanced abilities for:FormattingProviding Sub and Grand TotalsSaving into Excel
Breaks are very cool!
ONE-TABLE REPORTING – THE BREAKTHROUGH SOLUTION
And now you too can learn the magic!
BUT FIRST – A FEW WORDS ON MERGESYou can merge left or right!
You can merge up or down!
You can stagger merges between lines and columns!
You can even set “dummy” columns or rows to extend your merging options!
MERGES IN ACTIONHorizontal Merge
Vertical Merge
A COLOR-CODED PICTURE OF WHAT I DID FOR MY REPORT
WHAT I DID – THE DETAILSProperties tab:
Headers Enabled Whole table First two of the three breaks
Footers Enabled Whole table All three breaks
Page Layout set to Ledger/Tabloid, Landscape (Provides additional workable space) (Can and will print to letter though)
Fonts throughout table sections reset between 6 through 10 pixels, and row heights reduced as well
(Which is effective size that “Print to Page” resulted in anyway)
WHAT I DID – MORE DETAILSInserted two lines above column title line in Table Header“Cleared Cell Contents” for all cells in break headersMerged:
All cells across in each of the Table Header’s two inserted lines Centered text
First four cells of first break headerSecond and third cell of second break header
Copied break variables into merged cells in appropriate break headers
Formatted cells holding first and second break variablesWhite fontNarrow Width
YET ANOTHER COLOR-CODED PICTURE
ABOUT THOSE DOUBLE LINESFormat borders with lines for the applicable
cells on the totals row
Insert row – beneath the totals row (this new row will have copied the format and borders of the row it was inserted beneath)
Reduce the row height of the inserted row
LIFE IS GOOD!
Back to Sections for a MomentCan be useful when both charts and graphs
wanted together.Can set a section without being “obvious”
about it: Establish section by dragging field over.Delete section cell, but not the section.Hide section header in PropertiesIf desired, include section value in a
table/break title.
Fitting Report Width to One Page: The WebI Report Piece1. Set Page Layout (use icon) to see actual
page.2. Set fonts in headers, footers, and body to 6
or 7 points. (If you think about it, that was the effective size anyway when Page Setup was set to Fit to Print- 1 page wide in Business Objects).
3. In Page Properties, set Page Size to Legal or Ledger ,and set Paper Orientation to Landscape.
Fitting Report Width to One Page: WEBI Printing Piece
1. Request printing in WebI (use icon)2. On Make Printable Version popup -
establish Page size as Legal or Ledger, and set Orientation to Landscape.
Fitting Report Width to One Page: Adobe Printing Piece
1. Request printing in Adobe (use icon or File-Print)
2. On Print Popup – Page Handling, set Page Scaling to Reduce to Printer Margins.
3. Still on Print Popup – enable Properties
Fitting Report Width to One Page: Adobe Printing Piece
1. In Print Properties, on the Paper Quality Tab, Paper Options – set size as Letter.
2. On Finishing Tab – set Orientation to Landscape.
3. Go ahead and print already!
Questions/Comments?Your turn to talk!