Inhaltsverzeichnis

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1 Introduction to SAP BusinessObjects Web Intelligence
25
1.1 Features of Web Intelligence 4.2
26
1.1.1 Core Product Functionality
27
1.1.2 Reading Mode versus Design Mode
30
1.2 Web Intelligence Clients
32
1.2.1 Web Intelligence HTML
33
1.2.2 Web Intelligence Java Applet
34
1.2.3 Web Intelligence Rich Client
34
1.2.4 Web Intelligence Interactive Viewer
35
1.3 Web Intelligence Preferences
36
1.3.1 Setting the View and Modify Selection Types
38
1.3.2 Locale When Viewing a Document
39
1.3.3 Drill Option Preferences
40
1.3.4 Saving to Microsoft Excel Priority
41
1.3.5 Document Orientation Setting
41
1.4 What’s New in Web Intelligence 4.2 SP 3 and SP 4
41
1.5 Summary
43
2 Creating New Documents and Queries
45
2.1 Creating a Web Intelligence Document from a Universe
45
2.2 The Query Panel in Web Intelligence
51
2.2.1 Creating the Query
52
2.2.2 Setting Query Properties
55
2.2.3 Previewing Data
57
2.2.4 Evaluating Generated SQL Script
59
2.2.5 Running the Query
60
2.3 Query Filters
61
2.3.1 Predefined Filters
61
2.3.2 Custom Filters
62
2.3.3 Quick Filters
65
2.3.4 Nested Conditions
66
2.4 Prompted Queries
67
2.4.1 Creating a Prompted Filter
67
2.4.2 Running the Query
69
2.4.3 Data Source Prompts
70
2.5 Saving Your Document in the BI Platform Repository
71
2.5.1 Save Document Dialog Box in Applet
72
2.5.2 Save Dialog Box in HTML
74
2.5.3 Using Refresh on Open Option
76
2.6 Other Data Sources
76
2.6.1 Excel as a Data Source
76
2.6.2 Free-Hand SQL as a Data Source
79
2.6.3 Text Files as a Data Source
83
2.6.4 Web Services as a Data Source
84
2.6.5 Analysis Views as a Data Source
87
2.7 Document Options
89
2.8 Summary
92
3 Creating a Report in Web Intelligence
95
3.1 Adding Data to Report Elements
96
3.1.1 Populating a Cross Table
97
3.1.2 Populating a Chart
99
3.2 Sections and Breaks
99
3.2.1 Setting a Section
100
3.2.2 Grouping Data with Breaks
103
3.2.3 Adding Custom Groups
104
3.3 Outline Navigation
105
3.3.1 Putting Outline into Action
106
3.3.2 Folding at Different Levels
108
3.4 Enhanced Sorting and Ranking
109
3.4.1 Sorting
110
3.4.2 Ranking
116
3.5 Conditional Formatting
118
3.6 Headers, Footers, and Background Images
122
3.7 Summary
126
4 The Web Intelligence Report Panel
129
4.1 The Web Intelligence Reporting Interface
129
4.2 Reporting Toolbars
132
4.2.1 Overview of the Function Tabs in Design Mode
133
4.2.2 Report Property Tab: File
134
4.2.3 Report Property Tab: Properties
135
4.2.4 Report Element Tab
137
4.2.5 Format (or Formatting) Tab
139
4.2.6 Data Access Tab
140
4.2.7 Analysis Tab
141
4.2.8 Page Setup Tab
142
4.3 The Side Panel
143
4.4 Report Panel
147
4.4.1 Working with Report Tabs
147
4.4.2 Formula Bar
148
4.4.3 Page Features
149
4.4.4 Status Bar
150
4.5 Report Property Categories
151
4.5.1 Report Elements
152
4.5.2 Relative Position and Object Alignment
153
4.5.3 Formatting
155
4.5.4 Data Access
156
4.5.5 Analysis
157
4.5.6 Page Setup and Layouts
158
4.6 Summary
159
5 Displaying Data with Tables
161
5.1 Using Tables
164
5.1.1 Adding Report Elements While Designing Reports
165
5.1.2 Manage Table Properties
167
5.1.3 Grouping
171
5.1.4 Freeze Header Rows and Columns
178
5.2 Table Types
180
5.2.1 Horizontal Table
180
5.2.2 Vertical Table
181
5.2.3 Cross Table
181
5.2.4 Form Table
182
5.3 Converting Table Formats and Types
183
5.4 Blank Cells, Predefined Cells, and Comment Cells
185
5.4.1 Blank Cells
185
5.4.2 Predefined Cells
186
5.4.3 Comment Cells
188
5.5 Summary
188
6 Displaying Data with Charts
191
6.1 Adding Charts to a Report
192
6.1.1 Converting Chart Types
195
6.1.2 Modifying an Existing Chart
196
6.2 Chart Types
198
6.2.1 Column Charts
198
6.2.2 Line Charts
203
6.2.3 Pie Charts
206
6.2.4 Bar Charts
208
6.2.5 Point Charts
209
6.2.6 Geographic Charts
213
6.2.7 Box Plots
215
6.2.8 Radar Charts
216
6.2.9 Map Charts
217
6.2.10 Tag Cloud
219
6.2.11 Waterfall
219
6.2.12 Gauge
222
6.2.13 Tile
223
6.3 Chart Properties
225
6.3.1 Customizing Charts
225
6.3.2 Useful Chart Properties
228
6.4 Zone Formatting
229
6.5 Custom Elements
230
6.5.1 Using a Custom Element
231
6.5.2 Custom Element Properties
233
6.6 Summary
234
7 Making an Impact with Charts
237
7.1 Properties That Enhance the Display of Data
238
7.1.1 Modifying Chart Properties
239
7.1.2 Global Configurable Options
239
7.1.3 Title Category Options
241
7.1.4 Legend Category Options
242
7.1.5 Category Axis Options
242
7.1.6 Value Axis Options
243
7.1.7 Plot Area Options
244
7.2 Hierarchical Charting with Relational Data
244
7.3 Reports Functioning as Dashboards
246
7.4 Formatting Tips
248
7.4.1 Measure Formatting
248
7.4.2 Region Color and Value Axis Stacking
249
7.5 Custom Color Enhancements
252
7.6 Summary
258
8 Report Properties, Tools, and Formatting
259
8.1 Formatting Report Properties
259
8.2 Document Summary
261
8.3 Navigation (Report) Map
265
8.4 Input Controls
266
8.4.1 Document Input Controls
270
8.4.2 Grouping Input Controls: Cascading Filters
271
8.5 Web Services Publisher
274
8.6 Available Objects (Design Mode Only)
277
8.7 Document Structures and Filters
279
8.8 Data
280
8.9 Style Sheet Modification
282
8.10 High Precision Numbers
287
8.11 Geolocalizing a Dimension
288
8.11.1 Geolocalize by Name
288
8.11.2 Geolocalize by Latitude and Longitude
293
8.12 Summary
295
9 Filtering Data in the Query Panel and Report Panel
297
9.1 Filtering in the Query Panel
298
9.1.1 Predefined Filters
298
9.1.2 User-Defined Filters
301
9.1.3 Filtering with Wild Cards
304
9.1.4 Nested Query Filters
305
9.1.5 Value(s) from List
308
9.1.6 Prompted Filters
308
9.2 Complex Filtering Options
310
9.2.1 Database Ranking
310
9.2.2 Subqueries
313
9.2.3 Dynamic Default Value for UNX Prompts
314
9.2.4 Filtering through BI Sets
317
9.3 Filtering in the Report Panel
323
9.3.1 Simple Filtering with the Filter Bar
324
9.3.2 Report Element Filters
325
9.3.3 Filtering with Input Controls
327
9.3.4 Input Control Groups
339
9.4 Conditionally Hiding Report Elements
342
9.5 Element Linking
344
9.5.1 Adding Element Linking
344
9.5.2 The Impact of Element Linking
346
9.6 Summary
350
10 Scope of Analysis and Drill Functionality
351
10.1 Setting the Scope of Analysis in the Query Panel
352
10.2 Drill-Down Setup in the Report Panel
359
10.3 Drilling on Tables
360
10.3.1 Drilling on Dimensions
361
10.3.2 Drilling on Measures
365
10.4 Drilling on Charts
366
10.4.1 Dimensions on Chart Axis
366
10.4.2 Dimensions on Legends
368
10.4.3 Measures on Chart Bars and Markers
368
10.5 Taking a Snapshot
370
10.6 Drill Options
371
10.6.1 Document Settings for Drill Functionality
371
10.6.2 User Settings for Drill Functionality
373
10.7 Summary
374
11 Using Formulas and Variables
375
11.1 Formulas and Variables
376
11.1.1 Converting In-Place Objects into Formulas
376
11.1.2 Exploring the Formula Editor
378
11.1.3 Creating Variables
381
11.2 Custom Grouping
383
11.3 Reporting Functions and Operators
386
11.3.1 Newest Functions
387
11.3.2 Aggregate Functions
388
11.3.3 Character Functions
390
11.3.4 Date and Time Functions
391
11.3.5 Document Functions
392
11.3.6 Data Provider Functions
393
11.3.7 Miscellaneous Functions
395
11.3.8 Logical Functions
397
11.3.9 Numeric Functions
397
11.3.10 Set Functions
399
11.3.11 Operators
400
11.4 Formula Syntax
404
11.4.1 Primary Formula Syntax Rules
404
11.4.2 If/Then/Else Syntax
405
11.4.3 Saving a Variable
406
11.4.4 Modifying a Variable
406
11.5 Input, Output, and Calculation Contexts
407
11.5.1 Aggregates in Context Formulas
409
11.5.2 Report Structure Operator and Keyword Combinations
412
11.5.3 Context Operators
412
11.6 References
414
11.6.1 Creating a Reference
415
11.6.2 Using a Reference
416
11.6.3 Reference Error Code
417
11.7 Summary
417
12 Advanced Query Panel Functionalities
419
12.1 Cascading and Optional Prompts
420
12.1.1 Defining a Cascading List of Values in the Universe Design Tool
420
12.1.2 Using a Cascading List of Values as a Prompted Filter
421
12.1.3 Refreshing a Report with a Prompted List of Values
423
12.1.4 Optional Prompts
424
12.2 Saving Prompts Answers in BI Variants
424
12.2.1 Creating a BI Variant
425
12.2.2 Using BI Variants
426
12.2.3 Managing BI Variants
427
12.3 Querying Multidimensional Data Sources
427
12.3.1 Multidimensional Metadata
428
12.3.2 Member Selector
430
12.3.3 Member Selector: Members Tab
432
12.3.4 Member Selector: Metadata Tab
436
12.3.5 Member Selector: Prompt Tab
437
12.3.6 Member Selector: Summary Pane
438
12.3.7 Displaying Hierarchies
439
12.4 Editing Auto-Generated SQL Scripts
440
12.5 Support of Query Stripping
442
12.6 Partial Results, Purged Data, and Cancelled Queries
444
12.6.1 Retrieving Partial Results
444
12.6.2 Purging Data
446
12.6.3 Cancelling a Query
446
12.7 Summary
447
13 Access to SAP BW and SAP HANA
449
13.1 SAP BW and SAP HANA Access Overview
449
13.1.1 SAP HANA and SAP BW
449
13.1.2 SAP HANA as a Platform
451
13.2 SAP BEx Query through Direct Access
452
13.2.1 Creating a Document in SAP BEx Direct Access
453
13.2.2 Answering SAP BEx Query Variables
456
13.3 SAP BEx Query through Multidimensional Universe
459
13.3.1 Multidimensional Universe
460
13.3.2 Creating a Document from Multidimensional Universes
460
13.3.3 Answering SAP BEx Query Variables
462
13.4 SAP BW through Relational Universe
462
13.4.1 Relational Universe in the Information Design Tool (UNX)
463
13.4.2 Relational Universe in the Universe Design Tool (UNV)
463
13.4.3 Creating a Document from a Relational Universe
464
13.5 SAP HANA Direct Access
464
13.5.1 Creating a Document in SAP HANA Direct Access
465
13.5.2 Answering SAP HANA Input Parameters and Variables
468
13.6 SAP HANA Online Mode
471
13.6.1 Creating a Document in Online Mode
472
13.6.2 Answering SAP HANA Variables and Input Parameters
474
13.6.3 Partial Result
475
13.6.4 Switching to SAP HANA Direct Access
476
13.7 SAP HANA View through Relational Universe
477
13.7.1 Relational Universe
477
13.7.2 Answering SAP HANA Variables
478
13.8 SAP HANA through Free-Hand SQL
479
13.9 Summary
479
14 Using Multiple Queries and Data Sources
481
14.1 Setting Up a Combined Query
481
14.1.1 Union
482
14.1.2 Intersection
483
14.1.3 Minus
484
14.1.4 Remove a Combined Query
484
14.2 Adding a New Query
484
14.2.1 Adding Queries and New Data Providers
484
14.2.2 Including New Result Data
488
14.2.3 Options to Display Available Objects
488
14.2.4 Adding New Data Source in SAP HANA Online Mode
490
14.3 Managing Queries
491
14.4 Running Multiple Queries
492
14.4.1 Refreshing Documents Containing Multiple Queries
492
14.4.2 Prompts
493
14.4.3 Multiple Queries Parallel Refresh
494
14.5 Merging Dimensions
494
14.5.1 Creating a Merged Dimension
495
14.5.2 Merging Geo-Localized Dimensions
500
14.5.3 Additional Options for Merged Dimensions
501
14.5.4 Modifying Merged Dimensions
504
14.6 Merging Variables
506
14.6.1 How to Merge Variables
506
14.6.2 Merging Geo-Localized Variable
507
14.7 Changing Source
507
14.7.1 Change Source Strategies
508
14.7.2 Change Source Workflow
509
14.7.3 Bulk Change Source
513
14.7.4 Change Source Excel, Text, and Free-Hand SQL
514
14.8 Summary
515
15 Adding Hyperlinks in Web Intelligence Documents
517
15.1 Linking to Document with the HTML Client
518
15.1.1 Adding a Hyperlink to a Web Intelligence Document
518
15.1.2 Setting Hyperlink Properties
521
15.1.3 Adding a Hyperlink to Prompted Documents
524
15.2 Linking to the Web Page URL
527
15.2.1 Adding Hyperlinks to Web Pages
527
15.2.2 Adding a Hyperlink to a Web Intelligence Document Using Its URL
531
15.2.3 Getting Document OpenDocument URL
534
15.2.4 Adding Hyperlinks to the SAP BusinessObjects Dashboard
535
15.3 OpenDocument Syntax
536
15.3.1 Document Identifier Parameters
536
15.3.2 Input Parameters
537
15.3.3 Output Parameters
538
15.4 Summary
540
16 Working in the BI Launch Pad
541
16.1 Navigating in BI Launch Pad
541
16.1.1 Header Panel
542
16.1.2 List Panel
549
16.1.3 Tabs
550
16.2 Setting BI Launch Pad Preferences
550
16.2.1 General Preferences
550
16.2.2 Locales and Time Zone Preferences
552
16.2.3 Changing Your Password
553
16.3 Organizing in Folders and Categories
553
16.3.1 Folders
554
16.3.2 Categories
554
16.3.3 Organizing Objects
555
16.4 Deleting Documents and the Recycle Bin
557
16.5 Viewing, Printing, and Saving Objects in BI Launch Pad
558
16.5.1 Web Intelligence Viewer Toolbar
559
16.5.2 Additional Menu Options
561
16.6 Summary
561
17 Using Web Intelligence with SAP BusinessObjects BI Workspaces
563
17.1 Introducing BI Workspaces
563
17.1.1 BI Workspaces Toolbar
564
17.1.2 BI Workspaces Module Library
567
17.1.3 Setting BI Workspaces Preferences in the BI Launch Pad
571
17.1.4 Setting Web Intelligence Preferences in the BI Launch Pad
572
17.2 Working with Modules
572
17.2.1 Text Modules
572
17.2.2 Compound Modules
574
17.3 Working with Web Intelligence Report Parts
574
17.4 Using a BI Workspace as the Default Home Tab
581
17.5 Printing BI Workspaces
583
17.6 Content Linking
584
17.7 Summary
589
18 Interaction from a User’s Perspective
591
18.1 Creating Shortcuts and Hyperlinks
591
18.1.1 Shortcuts
591
18.1.2 Hyperlinks
592
18.2 Searching within the BI Launch Pad
593
18.2.1 Running the Search
593
18.2.2 Searchable Object Types
596
18.2.3 Search Techniques
597
18.3 Sorting and Filtering Content
598
18.4 Creating Discussions
600
18.4.1 Notes
600
18.4.2 Discussion Threads
601
18.5 Commenting Documents
601
18.5.1 Adding Comments
603
18.5.2 Managing Comments
605
18.5.3 Comments Function
605
18.6 Tracking Data Changes
607
18.6.1 Setting Reference Data
608
18.6.2 Formatting Changed Data
610
18.6.3 Displaying Tracked Data
614
18.6.4 Advanced Tracking Techniques
614
18.7 Summary
615
19 Sharing Web Intelligence Content
617
19.1 Sharing Document Content through Shared Elements
617
19.1.1 Creating Shared Elements
618
19.1.2 Using Shared Elements in Web Intelligence Documents
620
19.1.3 Identifying Document Shared Elements
621
19.1.4 Updating and Unlinking Shared Elements
621
19.1.5 Managing Shared Elements
624
19.2 Using the Send Feature in BI Launch Pad
626
19.2.1 BI Platform Inbox
626
19.2.2 Email
628
19.2.3 FTP Location
629
19.2.4 File Location
630
19.2.5 Using Placeholders
631
19.3 Exporting a Web Intelligence Report
632
19.3.1 Exporting Document Data or Query Data
633
19.3.2 Exporting in Web Intelligence Applet or Rich Client
634
19.3.3 Exporting in Web Intelligence HTML
635
19.4 Scheduling a Web Intelligence Report
636
19.4.1 Scheduling in BI Launch Pad
637
19.4.2 Viewing Latest Instance
642
19.4.3 Viewing History
642
19.5 Summary
643
20 Report Scheduling and Distribution with Publications
645
20.1 Publication Roles
646
20.1.1 The SAP BusinessObjects Administrator
647
20.1.2 The Web Intelligence Report Designer
647
20.1.3 The Publication Designer
648
20.1.4 The Publication Recipient
648
20.2 Creating a Publication
648
20.2.1 Naming the Publication
649
20.2.2 Choosing the Source Documents
649
20.2.3 Choosing Enterprise Recipients
651
20.2.4 Choosing Dynamic Recipients
653
20.2.5 Setting Publication Properties
655
20.2.6 Testing the Publication
660
20.3 Mobile Publications
661
20.4 Summary
662
21 Web Intelligence Rich Client
665
21.1 How Web Intelligence Rich Client Is Different
665
21.1.1 Working in Offline Mode
668
21.1.2 Working in Connected Mode
669
21.1.3 Working in Standalone Mode
669
21.2 Data Provider Options
670
21.2.1 Import a Universe from the Repository
671
21.2.2 Query Panel in Web Intelligence Rich Client
672
21.3 Working with Web Intelligence Reports
672
21.3.1 Opening Documents from the Repository
672
21.3.2 Saving Reports Locally
673
21.3.3 Exporting Reports to Repository
676
21.3.4 Printing from Web Intelligence Rich Client
677
21.3.5 Sending Reports as Email Attachments
678
21.4 Setting Preferences in Web Intelligence Rich Client
679
21.5 Summary
680
22 Web Intelligence Interactive Viewer
681
22.1 New BI Launch Pad and Web Intelligence Interactive Viewer Overview
681
22.2 Navigating in the New BI Launch Pad
682
22.2.1 BI Launch Pad Interface
683
22.2.2 Document Contextual Menu
684
22.3 Viewing a Document
685
22.3.1 Web Intelligence Interactive Viewer Interface
686
22.3.2 The Fading Toolbar
687
22.3.3 Navigating in a Document
688
22.3.4 Expanding and Collapsing Hierarchies
689
22.3.5 Comments
689
22.3.6 Listing Document Properties
690
22.4 Refreshing a Document
690
22.4.1 Prompts
690
22.4.2 BI Variants
692
22.5 Filtering a Report
693
22.5.1 Listing Prompts Values
693
22.5.2 Document and Report Input Controls
694
22.5.3 Drill Filters
695
22.5.4 Element Linking
696
22.6 Sorting or Ranking Data in a Report
697
22.7 Scheduling a Document
700
22.8 Saving and Exporting to XLS and to PDF
703
22.9 Setting Web Intelligence Preferences
703
22.10 Logging Out
704
22.11 Summary
704
23 Connecting SAP BusinessObjects Live Office to Web Intelligence and Universes
705
23.1 Introduction to SAP BusinessObjects Live Office
705
23.1.1 Integration with Web Intelligence Documents
706
23.1.2 Live Office Ribbon Menu
707
23.1.3 Accessing the Live Office Insert Wizard
709
23.2 Creating Queries from Universes
709
23.2.1 Selecting the Universe
710
23.2.2 Creating the Query
711
23.2.3 Running the Query
712
23.2.4 Displaying the Summary
713
23.3 Retrieving Web Intelligence Content
713
23.3.1 Selecting the Web Intelligence Document
713
23.3.2 Selecting Document Content
714
23.3.3 Displaying the Summary
717
23.4 Editing Added Content
718
23.5 Setting Preferences
719
23.5.1 Application Options
719
23.5.2 Data Refresh Options
723
23.5.3 Object Properties
724
23.6 Summary
725
24 Mobile Business Intelligence
727
24.1 Introducing SAP BusinessObjects Mobile
727
24.2 Designing Reports for Mobile Viewing
728
24.2.1 Mobile Categories
731
24.2.2 Mobile versus MobileDesigned
733
24.3 Mobile-Only Analytic Types
742
24.3.1 Query and Formula Design
742
24.3.2 Creating Sparklines
745
24.3.3 Creating Bullet Graphs
748
24.3.4 Creating Micro Bar Charts
750
24.3.5 Creating Scorecards
751
24.4 Report Linking
754
24.5 Input Controls
756
24.6 Mobile Thumbnails
758
24.7 Summary
759
Appendices
761
A Converting Desktop Intelligence Reports to Web Intelligence Documents
763
A.1 Planning Your Conversion to Web Intelligence
764
A.2 Running the Report Conversion Tool
770
A.3 Desktop Intelligence Compatibility Pack
774
A.4 Summary
775
B Web Intelligence Security Rights
777
B.1 SAP BusinessObjects BI Platform Security Model
777
B.2 Web Intelligence Application Rights
778
B.3 Web Intelligence Document Rights
789
B.4 Mandatory Rights for Common Workflows
792
B.5 Security Reports
795
C The Authors
797
Index
801