sapbi 4.0 webi training document

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Business Intelligence 4.0 WebI

Version: 1.0January 2014

In Confidence

2Contents

Introduction To Web Intelligence

Getting Started With BI LAUNCHPAD

Document And Queries

Data Restriction

Data Tracking

Designing Reports

Enhancing And Formatting Reports

Formulas And Variables

Synchronizing Multiple Sources

Analyzing Data And Managing Reports

3Introduction To Web IntelligenceAccessing information with Web Intelligence

1.

WebI is used to generate interactive reports for data analysis, information discovery and Ad-

hoc reporting.

2.

Web Intelligence allows you to access, analyze and share corporate data very easily.

4Getting Started With BI LAUNCHPADTo access Business Objects Web Intelligence, you must first log on to:

http://:/BOE/BI

1. For navigating to WebI query panel go to BI Launchpad->>Applications->Web Intelligence.

5Getting Started With BI LAUNCHPAD

2. A new screen will open in a separate tab. Select Create New Document.

3. Now select your data source from the list.

6Getting Started With BI LAUNCHPAD4. Select the relevant universe and click Select

from the list.

7Document And Queries5. A Query panel window will get open.

Result Objects

Drag and Drop objects from left Panel over here (select statement)

Query Filters

Drag and Drop objects from left Panel over here and define conditions (where clause)

Data Preview

Refresh to see the data-

set returned

Universe Outline

List of Classes and Objects as defined in Universe (Semantic Layer)

8Document And QueriesExample:

6. If the data looks fine then click on the Run Query

button placed at the right top corner of the query panel.

9Document And Queries7. The WebI report would be created showing the Year-wise Sales Revenue.

8. You can save the document as wid file, excel sheet or pdf.

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Document And Queries

9. You can change the query and add other objects into the report query by clicking on Edit

option. To add another query select the New Data Provider

option besides Edit.

10. To modify an already saved document (WebI report), you can right click on the report and open in Modify Mode.

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Data RestrictionRestricting Data using Query Filters:

Query Filters are used to restrict the data obtained from a query with respect to business requirement. A query filter has three elements:

Object

The column of data to which filter is applied.Operator

Specifies the relationship between object and operand. Operand

The object column value that needs to be filtered.

There are four types of Query Filters:

1) Pre-Defined Query filters:

These are created in universe and can be accessed in WebI.

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Data Restriction2) Single and Multi-value filters:

3) Prompted filters:

This will ask the user for filter subset, every-time the data or the report gets refreshed.

User can enter the prompt either by selecting values or by typing. Prompt can be defined for any object (dimension, measure or detail) in the query

view.

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Data Restriction You can modify the Prompt Properties by clicking on the below icon:

Example

To set a prompt as optional

Once you refresh the Report, the following prompt window is displayed

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Data Restriction

This will use more than one filter joined with AND

or OR

conditions or a combination of both.

4) Multiple filters or Complex filters:

a) And b) Or

c) Combination of And & Or

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Operators

Operator Retrieves Data Example

Equal To Equal to the specified value{Fiscal Month} Equal To 10 retrieves data for fiscal

month 10

Not Equal To Not equal to the specified value{Fiscal Month} Not Equal To 10 retrieves data for

all fiscal months other than 10

Greater Than Greater than the specified value{Fiscal Month} Greater Than 10 retrieves data for

fiscal months 11 and higher

Greater Than or Equal ToGreater than or equal to the specified

value{Fiscal Month} Greater Than or Equal To 10

retrieves data for fiscal months 10 and higher

Less Than Lower than the specified value{Fiscal Month} Less Than 10 retrieves data for

fiscal months 01 through 09

Less Than or Equal To Lower than or equal to the specified value{Fiscal Month} Less Than or Equal To 10 retrieves

data for fiscal months 01 through 10

BetweenBetween two values; including these

values{GL Account} Between 6500 and 6600 retrieves

data for GL Accounts 6500 through 6600

Not Between Outside the range of two specified values{GL Account} Between 6500 and 6600 retrieves data for all GL Accounts not between 6500 and

6600

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Operators

Operator Retrieves Data Example

In List Same as values specified{Agency} In List 225;310;477

retrieves data only for Agencies 225, 310, and 477

Not In List Everything other than values specified{Agency} Not In List 225;310;477

retrieves data for all excluding Agencies 225, 310, and 477

Is NullWhich there is no value entered in the

databaseIs Null does not apply to the AFRS Universes

Is Not Null For which there is a value Is Not Null does not apply to the AFRS Universes

Matches Pattern Includes a specific string that is like a value{Program Index} Matches Pattern 15%

retrieves data for any Program Index that begins with 15

Different From Pattern Excludes a specific string that is like a value{Program Index} Different From Pattern 15%

retrieves data for any Program Index that does

not begin with 15

Both Corresponds to two specific values{Budget Option} Both 1

and 2

retrieves data for budget options one and two

ExceptCorresponds to one specified value and

does not correspond to another specified value

{Budget Option} Except Option 1

retrieves data for budget options other than one

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Data Tracking

WebI allows to track and display data changes to focus analysis on key areas.

When track data changes, select a particular data refresh as a reference point. This data is known as the reference data. When the data changes are displayed, Web Intelligence places current data in context by showing how it relates to the reference data.

Web Intelligence allows you to track the following types of data

change:

Added data Modified data Decreased data

Removed data Increased data

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Data Tracking

1. To activate data tracking click on Track Changes on the bottom of the screen.

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Data Tracking

2. When the Data Tracking window opens select whether to compare with last data refresh or with a certain date in time.

3. Select which reports to have data tracking.4. Select whether to refresh now.

Compare with last data refresh: The current data becomes the reference data after each data refresh. The report always shows the difference between the most recent data and the data before the last refresh.

Compare with data refresh from: The current data becomes the fixed reference data and remains the reference data after further data refreshes. The report always shows the difference between the most recent data and this fixed reference data.

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Data Tracking

5. When the data is refreshed it will automatically show the where the changes in the data are.

6. Track changes can be toggled to display or not by clicking on the Show Changes button located under the Analysis tab and Data Tracking sub-tab.

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Designing Reports Single or Multiple Reports can be saved inside a WebI document. They are organized as tabs along the bottom of your document. A report can contain formatted flat data, texts and also graphics. One can specify the layout and later modify the reports. Information in the report can be inserted to blocks, which could be a table, cross tab or charts. Micro-cube holds the actual data from database and hence it is known as the data provider.

There are three application modes available for a document:

1.Data

Create, edit and manage queries.2.Reading Mode

View and perform analysis3.Design

Formatting reports along with features associated with the other two application modes.

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Designing Reports

I) Type of Data Block:

A. Vertical Table (Default block format created after running the report query):

B. Horizontal Table:

Adding another report to document:

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Designing ReportsC. Cross Tab:

D. Forms Table:

To convert a data block from one format to another -

You can right click on the block and choose Turn Into

option as below:

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Designing Reports

These are single cells which stand alone in a report, for example for displaying Last Refresh Date

E. Free Cells:

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Designing ReportsF. Charts:

You can add Charts of different types like

Column, Stacked Column, 3-D Column, etc:

Once a Chart is added in the Report, data has to be assigned i.e. to add Dimensions and Measure to different Axis:

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Designing Reports

Assign Data

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Designing ReportsCreating Charts from Table

You can create Charts from table by right-clicking on the table and selecting Turn Into

option:

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Enhancing And Formatting ReportsEnhancing WebI Reports

There are different methods in WebI to ehance the reports and make the analysis easily understandable to the end user. Some of the functionalities to play with the reports are given below:

A. Breaks

This will group the data according to the values selected. The data will be organized in a better way and easily understandable. Here we can also introduce subtotals for the data. Applying break over a dimension will automatically sort the values in ascending order.

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Multiple breaks can be inserted by repeating the same process on

another row or column.

Calculations can be introduced by selecting the values (here sales revenue) and selecting the function drop down list.

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Enhancing And Formatting ReportsB. Sorting

You can sort data in ascending or descending order. Data can also be sorted in Custom order.

C. Report Filters

This we use for further analysis within a report. This will hide or display data that we need for analysis. This wont impact query performance as this is a property inside the report.

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.D. Ranking

Ranking can be applied either on database level (by clicking the Add a database ranking button in the Edit Query panel) or in a report level.

In Report level as below:

Or

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Enhancing And Formatting ReportsE. Alerts/ Conditions

This will help to highlight data with different colors that needs attention of the analyst. An alerter includes 5 elements:

1.

A Name2.

An Object or Cell contents3.

An Operator4.

An Operand values or another object5.

Conditional formatting

This can be applied to tables, forms, cells, etc and cannot be applied to charts. Up to 30 alerts can be included in a WebI document.

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Enhancing And Formatting Reportsa) Define a New Rule

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Enhancing And Formatting Reportsb) Set the Rule for required column

c) Output display

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Enhancing And Formatting Reportsd) Edit/ Manage a Rule

e) To add multiple conditions (on different objects) for Rule, click on +

symbol

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f) To add multiple conditions (on same object) for Rule, click on +

symbol

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Enhancing And Formatting ReportsF. Sections

Similar to breaks, Sections can also be used to group data. Here the group values will come as a header outside each block. Sections group entire report. With sections one can create multiple blocks within a report. We can insert subtotals, Charts into the sections, can use fold/unfold feature.

a) Select the column based on which you want to create sections.

b) Right click on the column and select Set as Section

option.

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Enhancing And Formatting ReportsExample (for Section):

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Enhancing And Formatting ReportsAlternate way to add Section

a) Add Blank cell

b) Pull the object in this cell

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Enhancing And Formatting Reportsa) Output (Example

1)

b) Output (Example

2)

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Enhancing And Formatting ReportsTo navigate from section to section, use report map from left hand panel.

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Enhancing And Formatting ReportsThis section deals with both document formatting and chart formatting.

Document Formatting:

Elements that can be formatted using report manager properties tab and enhancing report, table, cell and section properties.

A. Table:

Right click on table and select Format Table

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Enhancing And Formatting ReportsB. Cell:

Right click on cell and select Format Cell

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Enhancing And Formatting ReportsC. Section:

Right click on section and select Format Section

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Enhancing And Formatting ReportsFormat Charts

a) Apply Style

b) Right click on Graph and select Format Chart

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Formulas And VariablesUsing Formulas in WebI Report

Formulas are calculations introduced by the developer into a report to get the data in a required format, which is not available from the universe. Formulas can be simple or complex ones. Either one can type and enter the formula directly or can use formula editor for the purpose.

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Formulas And VariablesVariables

Variables are custom formulas that can be saved for repetitive use inside a document. Variables can be used inside a report like an object.

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Formulas And Variables Once you create a variable it is displayed in the left hand panel, from where you can drag and drop (or insert through formula) into the report.

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Formulas And Variables Find the below example, where formula and variable is used in Java report panel to capture user response (to a prompt).

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Formulas And Variables Now during report execution,

Example:-

Quarterly Revenue details for Colorado

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Formulas And VariablesDynamic Visibility in WebI

In the below example the report will show Store name for prompt filter year and if year equal to 2004 it will hide the store name.

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Formulas And VariablesCreate two blocks one with store name and another without store name, and enter below formula for each table properties (Right-Click -> Format Table).

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Synchronizing Multiple SourcesSynchronizing Data

Data can be synchronized in WebI from multiple data sources or creating multiple queries in a document or by merging dimensions.

Multiple queries in a document

Project data from a single query in different blocks.

Create a query in WebI

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Synchronizing Multiple Sources If we need to project Annual sales revenue, Revenue from every state and each product line, we wont be able to view everything in a single block. We need multiple blocks within a report.

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Synchronizing Multiple SourcesProjecting data from multiple queries within the universeGo to edit query in the same document and start adding another query.

Select same universe, new query tab will appear on the bottom of

the query panel.

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Synchronizing Multiple SourcesRename Query1 as Revenue Query and Query2 as Margin Query.

Now run the query

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Synchronizing Multiple SourcesNow the query result will appear as a new block inside the same report.

Project data from a merged dimension into a single blockCreate a new report in the document.

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Synchronizing Multiple Sources The aggregate data to calculate revenue with respect to store and margin per store has been retrieved by two different queries, even though we are able

to combine both in a single block. Here the WebI automatically merges the dimension Store name which is used in two different queries. If we dont need WebI to automatically merge multiple instances of same dimension in a single document, one can deselect the option of Auto-merge.

** Dimension Merge is a Union **

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Synchronizing Multiple Sources Projecting data from multiple universes

Here the new Query has Store names, Number of employees and total salary.Now run the queries.

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Synchronizing Multiple Sources Its clear that Store Name

from Universe1 and Store

from Universe2 project same data. To show these two results in a single block, we need to merge these two dimensions.

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Synchronizing Multiple SourcesRules for merging dimensions

Merging is possible only with dimension objects. Its not necessary that merging dimensions should have same name. The dimension objects should have common data format. Process is case sensitive; any common values must be in the same case. Format of the values must be same.

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Analyzing Data And Managing ReportsAnalyzing Data using WebI

For this your account needs to have proper authorization to create document using drill mode. Check the screen shots below;

Drilling

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Analyzing Data And Managing ReportsExamples

We can enable drill by Start Drill

option:

We can drill-down in Report by right click on appropriate column:

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We can take snapshot of the drilled down block for further analysis:

The snapshot will be copied to another report panel within the document.

During drilling a new toolbar will appear at the top of the document.

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If the report contains aggregate measures calculated at the database level, one can use the Query drill option (from Document properties). On activation Query drill drills by modifying the underlying query, by adding or removing dimensions, filters etc. Query drill will reduce the amount of data that WebI stores locally during usual drill function.

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Sharing Documents

To make the document visible to others, one option is to save the same in Public Folders, or save the reports in excel or pdf formats and distribute the same or distribute directly in .wid

format.

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Analyzing Data And Managing ReportsCombined Queries

If we want an intersection value of two queries as the result, we move for combined queries. Like, if we need all the products list that doesnt have any special promotions and the database only had flag towards promoted products;

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In this case we need to move with combined queries as below:

First query, with no filters will show all the values;

Second query showing only products with special promotions;

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So the resulted report after combining these two queries should have 203 instances. And the combination here should be a minus

(others are intersections and union).

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Combined queries should be from same universe; exactly same objects must be used in the queries.

Only objects created in the first query will be displayed in the

block. For returning unique rows, change the query properties.

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This is used when the results of a query is dependent on results of an Inner query. Inner query will be processed first and then the results are passed to Main query.

Check the example shown below.

We need to find all the stores that draw more revenue than a particular store (A) in the country. For that first we need to know the revenue of the store

A.

Sub Queries

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Analyzing Data And Managing ReportsUsing Functions

Some function details

Function Description

RIGHT() Extract given number of characters from right

REPLACE() Replace specific string with another one

LEFT() Extract given number of characters from left

SUBSTR() It uses variable length and position to extract a string within another string

LENGTH() Find length of a string

POS() Find the position of a character in a string

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Some Examples1) =NAME OF([Year]) + + RIGHT([Year];2)

2) =REPLACE([Quarter];Q;Quarter)

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3) =SUBSTR([Store Name]) ; 11; LENGTH([Store Name]))

Here the syntax is substr (string name; start position; total length of string)

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4) =SUBSTR([Address];POS([Address];

) +1; 11; LENGTH([Address]))

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Analyzing Data And Managing Reports5) Using Date function

6) Using IF() function

Some examples below;

For getting half yearly revenues, we need to sum up quarterly details

1st half = Q1 + Q22nd half = Q3 + Q4Create a variable HalfYearlySales

and use the following logic;= IF ([Quarter]) INLIST(Q1;Q2) Then First Half

ELSE Second Half

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Business Intelligence 4.0 WebIContentsIntroduction To Web IntelligenceGetting Started With BI LAUNCHPADGetting Started With BI LAUNCHPADGetting Started With BI LAUNCHPADDocument And QueriesDocument And QueriesDocument And QueriesDocument And QueriesData RestrictionData RestrictionData RestrictionData RestrictionOperatorsOperatorsData TrackingData TrackingData TrackingData TrackingDesigning ReportsDesigning ReportsDesigning ReportsDesigning ReportsDesigning ReportsDesigning ReportsDesigning ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsEnhancing And Formatting ReportsFormulas And VariablesFormulas And VariablesFormulas And VariablesFormulas And VariablesFormulas And VariablesFormulas And VariablesFormulas And VariablesFormulas And VariablesFormulas And VariablesSynchronizing Multiple SourcesSynchronizing Multiple SourcesSynchronizing Multiple SourcesSynchronizing Multiple SourcesSynchronizing Multiple SourcesSynchronizing Multiple SourcesSynchronizing Multiple SourcesSynchronizing Multiple SourcesSynchronizing Multiple SourcesAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsAnalyzing Data And Managing ReportsSlide Number 85