vanderbilt business objects users group 1 reporting techniques & formatting beginning &...
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Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group11
Reporting Techniques & Reporting Techniques & FormattingFormattingBeginning & AdvancedBeginning & Advanced
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 22
AgendaAgenda
• Customizing Your WorkspaceCustomizing Your Workspace• Personal DocumentsPersonal Documents• Managing ReportsManaging Reports• Report LayoutReport Layout• Page LayoutPage Layout• Working With BreaksWorking With Breaks• FormattingFormatting• Q&AQ&A
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 33
Customizing Your Customizing Your WorkspaceWorkspace
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 44
• Best Practices – menu & toolbarsBest Practices – menu & toolbarsAccess via Access via right-click in toolbar arearight-click in toolbar area or by or byVIEW > TOOLBARSVIEW > TOOLBARS
Customizing Your WorkspaceCustomizing Your Workspace
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 55
• Best Practices – Query panelBest Practices – Query panelMake sure the 3 buttons on top-left are always pressedMake sure the 3 buttons on top-left are always pressed
Customizing Your WorkspaceCustomizing Your Workspace
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 66
• Best Practices – Slice & Dice panelBest Practices – Slice & Dice panelMake sure the 3 buttons on top-left are always pressedMake sure the 3 buttons on top-left are always pressed
Customizing Your WorkspaceCustomizing Your Workspace
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 77
• Changing default file save locationChanging default file save location Access via TOOLS > OPTIONS > FILE LOCATIONS Access via TOOLS > OPTIONS > FILE LOCATIONS
Customizing Your WorkspaceCustomizing Your Workspace
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 88
Customizing Your WorkspaceCustomizing Your Workspace• BO User’s Guides, accessed via HELPBO User’s Guides, accessed via HELP
Accessing Data and Data AnalysisAccessing Data and Data Analysis Reporting Techniques and FormattingReporting Techniques and Formatting
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 99
Customizing Your WorkspaceCustomizing Your Workspace• Deciphering BO query error codesDeciphering BO query error codes
Accessed via HELP > ERROR CODES EXPLAINEDAccessed via HELP > ERROR CODES EXPLAINED
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1010
Managing ReportsManaging Reports
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1111
• Insert a new blank reportInsert a new blank reportRight-click on Report tab, similar to ExcelRight-click on Report tab, similar to Excel
Managing ReportsManaging Reports
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1212
• Copy an existing reportCopy an existing reportCreates new report based on existing oneCreates new report based on existing one
Managing ReportsManaging Reports
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1313
• Renaming and deleting a reportRenaming and deleting a report
Managing ReportsManaging Reports
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1414
Report LayoutReport Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1515
• When your report contains several pages, there are a number of options in Business Objects to manage the page layout so that your report reads fluently and coherently and you obtain good printed copy.
Report LayoutReport Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1616
• Setting Margins and Header/FooterSetting Margins and Header/Footer– Click VIEW > PAGE LAYOUT to viewClick VIEW > PAGE LAYOUT to view– Click and drag to adjust spacing for either Click and drag to adjust spacing for either
margin or header/footermargin or header/footer
Report LayoutReport Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1717
• Adding Page#, Date and TimeAdding Page#, Date and Time– Access VIEW > PAGE LAYOUTAccess VIEW > PAGE LAYOUT
Only way to view Page# commandsOnly way to view Page# commands
– Use INSERT > SPECIAL FIELD menuUse INSERT > SPECIAL FIELD menu Choose DATE and TIME or PAGE #sChoose DATE and TIME or PAGE #s
Report LayoutReport Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1818
• Managing tables over multiple Managing tables over multiple pagespages
Report LayoutReport Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 1919
• If you have trouble with page breaks cutting If you have trouble with page breaks cutting off data in cells, right-click in a cell and off data in cells, right-click in a cell and select FORMAT TABLE > PAGE LAYOUT tab.select FORMAT TABLE > PAGE LAYOUT tab.
Report LayoutReport Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2020
Report LayoutReport LayoutRunning Headers & FootersRunning Headers & Footers
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2121
• In PAGE LAYOUT view, right-click a cell, In PAGE LAYOUT view, right-click a cell, select FORMAT TABLE > PAGE LAYOUT tab select FORMAT TABLE > PAGE LAYOUT tab and check Page Break Header/Footer.and check Page Break Header/Footer.
Report LayoutReport Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2222
Report LayoutReport LayoutRunning Headers & FootersRunning Headers & Footers
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2323
Page LayoutPage Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2424
• How to lay out the different report components on a page to obtain a clear, professional look to your reports. – Positioning report components– Using Report Manager to structure
report layout– Hiding and displaying report
components
Page LayoutPage Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2525
• Positioning Report Components– Relative positioning– Aligning blocks and cells– Displaying delimiters– Positioning components using the
grid
Page LayoutPage Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2626
• Using Report Manager to structure report layout– Organizing the report in Report Mgr– Formatting components in Report
Mgr– Naming components in Report Mgr
Page LayoutPage Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2727
• Hiding and displaying Report Components– Manually hide or display– Set up condition which determines
whether hidden or displayed
Page LayoutPage Layout
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2828
Breaking Up DataBreaking Up Data
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 2929
• How to break up the data in tables and crosstabs and how to make and display simple calculations in tables and crosstabs
Breaking Up DataBreaking Up Data
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 3030
• Working with breaks– What is it?– Insert and remove breaks– Formatting breaks
Breaking Up DataBreaking Up Data
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 3131
• Formatting Breaks– Showing headers & footers– Folding breaks– Merging Cells– Value-based breaks
• Organizing multiple breaks• Managing breaks over multiple
pages
Breaking Up DataBreaking Up Data
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 3232
Formatting Sections, Formatting Sections, Tables, and CellsTables, and Cells
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 3333
– How to format sections in a report and how to format the cells, rows and columns that make up tables and crosstabs.
Formatting S,T, & CFormatting S,T, & C
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 3434
– Demonstration Formatting Sections Formatting Tables Formatting Cells
Formatting S,T, & CFormatting S,T, & C
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 3535
– Using hyperlinks in BO reports
Formatting S,T, & CFormatting S,T, & C
Vanderbilt Business Objects Users GroupVanderbilt Business Objects Users Group 3636
Q & AQ & A
Thank you for your time!