Web Intelligence 3.1 New Features ]

Transcription

1 Web Intelligence 3.1 New Features ] Jevan Choo Quan Senior Consultant Xenon Consulting Inc. [ CHAVONE JACOBS ASUG INSTALLATION MEMBER MEMBER SINCE: 2003 ALLAN FISHER [ ASUG INSTALLATION MEMBER MEMBER SINCE: 2008 [ COREY PEARSON ASUG INSTALLATION MEMBER MEMBER SINCE: 2008

2 [ About the Company Xenon Consulting, Inc. Business Intelligence Specialists Leading provider BI Consulting services Business Objects Solution Provider Partner BO Authorized Education Partner Hire a Full Time Placement Regional Provider in business since 1996 Pia Thompson, Managing Principal pia@xenonc.com or Real Experience. Real Advantage. 2

3 [ About the Speaker Jevan Choo Quan Title: Senior Consultant Joined Xenon Consulting Inc. in Oct 2001 Business Objects Certified Professional XI Release 2 Specialist Past Presenter at Delaware Valley Business Objects User Group Connecticut Business Objects User Group Business Objects New York Metro Area User Group Using Business Objects since version 4 Real Experience. Real Advantage. 3

4 [ Why the Presentation To answer the customer questions: Has anything that we currently use changed? What s new? What features will benefit us? What s the cost of the upgrade? What s the support end date for our current version? To share the features that I find most useful Save you the humbug of reading the release notes Real Experience. Real Advantage. 4

5 [ Learning Points Web Intelligence Overview Symantic Layer New Features in 3.1 Those that you will notice Those that you may not Tips and Tricks Real Experience. Real Advantage. 5

6 [ Web Intelligence Web-Based Reporting Tool Query Reporting Analysis Distribution Uses a Universe as it s Source for Designing Reports Ease of use: drag and drop Short learning curve: translated for end users Scalable: deploy to many users Efficient: one developer supports many business users Real Experience. Real Advantage. 6

7 [ Universe - Semantic Layer A Universe is: Metadata layer that translates a database into business terminology Facilitates query and analysis by non technical users Enables non-technical users to generate complex database queries without knowledge of any database syntax or IT interaction Real Experience. Real Advantage. 7

8 [ Symantic Layer (continued) Classes Objects Predefined Filters Real Experience. Real Advantage. Copyright 2009 Xenon Consulting Inc. All rights reserved.

9 [ Web Intelligence Query view Drag and Drop Real Experience. Real Advantage. 9

10 [ Web Intelligence Report view Real Experience. Real Advantage. 10

11 [ Learning Points Web Intelligence Overview Symantic Layer New Features in 3.1 Those that you will notice Those that you may not Tips and Tricks Real Experience. Real Advantage. 11

12 [ 3.1 At A Glance A quick look at 3.1 will reveals several Bells & Whistles Rich Client Offline mode Personal data sources Improved look and feel Dashboard menu is integrated better Folders expand (+) Context menu (right click) navigation Folding categories for preferences and object properties Revised object icons Measures are now rulers Improved search for Data Manager Real Experience. Real Advantage. 12

13 [ 3.1 At A Glance (continued) Lots of new toolbar icons Bring to Back or Front Cell alignment (top, center, bottom, left and right) Wrap text Borders Merge Cells Find (Report Data) Do buttons Undo has increased to 10 Welcome the redo button Track Data Conditional formatting to highlight data changes when refreshed Real Experience. Real Advantage. 13

14 [ Learning Points Web Intelligence Overview Symantic Layer New Features in 3.1 Those that you will notice Those that you may not Tips and Tricks Real Experience. Real Advantage. 14

15 [ Web Intelligence 3.1 (*sp2) Other New Features Added Functions Force Merge Count Extensions Query Summary Prompt Summary Report Filter Summary Interpolation Document Properties Merged Dimensions Auto Merge Extend Merge Export Options Copy as Text Schedule to csv What you ve been asking for Schedule to excel Hyperlinking editor Query on another Query Folding/Outlining Optional Prompt Alignment features Grid lines Align Universe selection *Surprise Input Controls Auto Save Display Controls Real Experience. Real Advantage. 15

16 [ Functions Web Intelligence includes a wide range of functions that can be used within formulas and variables to extend the reporting capability of the tool. As Web Intelligence evolves, it includes more functions that prior; only existed in Desktop Intelligence as well as new functions Some Added Functions Force Merge Count Extensions Query Summary Prompt Summary Report Filter Summary Interpolation Real Experience. Real Advantage. 16

17 [ Formula and Variables Editor Functions are accessed via the formula editor Enhanced pop-up editor in 3.0/3.1 Real Experience. Real Advantage. 17

18 [ Data Synchronization - Overview A Web Intelligence Document may contain the results of several universes. (Ie. Several Databases) Results maybe displayed in a single table within Document Universe 1 Oracle Universe II DB2 Real Experience. Real Advantage. 18

19 [ Data Synchronization (continued) Two queries based on the same universe Queries are merged on common object - City Real Experience. Real Advantage.

20 [ Data Synchronization - Issue When data is viewed by City the results are accurate When displayed by State the results are NOT Real Experience. Real Advantage.

21 [ Data Synchronization - Solution The Force Merge function aggregates both queries by the dimensions present in one The Force Merge function replaces the multicube function in Desktop Intelligence for Web Intelligence =ForceMerge([all products].[sales revenue]) Real Experience. Real Advantage.

22 [ Data Synchronization - Tip When Dimension objects are merged a new folder is added to the Data Manager containing the merged dimensions Selection of Each dimension generates different results Real Experience. Real Advantage. 22

23 [ Data Synchronization Tip (continued) =[City] =[All Products].[City] =[Accessories].[City] Real Experience. Real Advantage. 23

24 [ Merged Dimensions When multiple queries are built against the same universe, they are automatically merged on like objects EVEN if you manually remove the merge To set the default behavior of merged dimensions to full outer join check the box for Extend merged dimension values Real Experience. Real Advantage. 24

25 [ Count Function New extended syntax for the behavior of the Count function =Count([Sales revenue];distinct) =Count([Sales revenue];all) =Count([Sales revenue];includeempty) Real Experience. Real Advantage. 25

26 [ Interpolation Calculates empty measure values by interpolation. Consider the line chart below, Interpolation will fill in the missing values so the chart appears to be smooth Real Experience. Real Advantage. 26

27 [ Interpolation =Interpolation([Sales revenue]) Real Experience. Real Advantage. 27

28 [ New Template Formula and Text Cells Real Experience. Real Advantage. 28

29 [ Tip Good way to document Global and Local report filters that are not obvious Copy as Text feature, can copy the contents of a formula template into a text editor for manipulation Useful for prompt definitions when using UserResponse() Real Experience. Real Advantage. 29

30 [ What You ve Been Asking For Features that prior required lots of efforts to achieve Schedule to excel/csv Hyperlinking editor Query on another Query Folding/Outlining Optional Prompt Alignment features Grid lines Relative Real Experience. Real Advantage. 30

31 [ Scheduling Options Now when documents over 65,536 rows and saved to excel, the BOE will create new tabs in the MS Excel output for the extra records Also you can also now schedule Web Intelligence documents to comma separate value (.csv) output. This removes any data size constraint. Real Experience. Real Advantage. 31

32 [ Hyperlinking Between Webi Documents New Web Intelligence Documents can contain objects that link to other Web Intelligence Documents or web sites. Parameters can be passed to a target document to return specific details. 3.1 includes a wizard for creating hyperlinks between documents Real Experience. Real Advantage. 32

33 [ Hyperlinking Accessible from the context menu (right click) Real Experience. Real Advantage. 33

34 [ Hyperlinking (continued) Real Experience. Real Advantage. 34

35 [ Hyperlink Generated Syntax ="<a href=\"../../opendoc/opendocument.jsp? idocid=axkbu.zl3f5anvx9ka3t4ha& sidtype=cuid& stype=wid& srefresh=y& lssenter%20category%3a="+urlencode(""+[category])+ &swindow=new\" title=\""+("view Category SKU Details")+"\" target=\"_self\" nav=\"doc\">"+[category] +"</a>" Real Experience. Real Advantage. 35

36 [ Hyperlinking Summary Target Document Real Experience. Real Advantage. 36

37 [ Optional Prompt When defining a prompt condition in a Webi Query, you can now set them to be optional Real Experience. Real Advantage. 37

38 [ Optional Prompt (continued) At runtime, if no value is selected for the prompt, the query condition is removed from the sql Real Experience. Real Advantage. 38

39 [ Tip For xcelsius dashboards using a single value selectors that requires an All selection value, you can solve with an optional prompt Use the following MS Excel formula =IF(C2="ALL","",C2) Where C2 is the cell that the xcelsius selector places the selected value. If the user selects All then a blank is inserted and the QAAWS that contains an optional prompt ignores the condition and returns all data. Real Experience. Real Advantage. 39

40 [ Query based on Another Query A Web Intelligence document with multiple queries can use the results of a column in one query to fill the Operand of other queries in the Webi Document. This behavior is included legacy functionality. Real Experience. Real Advantage. 40

41 [ Report Folding of Sections Folding allows report users and developers to perform quick navigation and analysis on reports by hiding or displaying the details behind sections in a Webi document. This behavior is included legacy functionality. Real Experience. Real Advantage. 41

42 [ Input Controls Report developers can now include new interfaces for report filters called Input Controls. Depending on the data type of the column being filtered, the Input Control can be: Entry field Compo Box Radio Button List Box Check Box Spinner Single or Multi Value Slider Real Experience. Real Advantage. 42

43 [ Input Controls (continued) Character Date/Number Real Experience. Real Advantage. 43

44 [ Input Control Example One Slider based on a Tax Rate List Box based on Year Real Experience. Real Advantage. 44

45 [ Input Control Example Two Multi-value Slider based on a Revenue range Real Experience. Real Advantage. 45

46 [ Auto-save Web Intelligence documents are automatically saved while you work Location: My Favorites ~Web Intelligence Edit Settings in CMC Applications Web Intelligence Properties Real Experience. Real Advantage. 46

47 [ Formatting Options Relative positioning of cells and blocks Typical formatting issue Usually done manually or via setting up relative position Real Experience. Real Advantage. 47

48 [ Formatting Options (continued) Real Experience. Real Advantage. 48

49 [ Quick Display Controls When viewing documents in Quick Display Mode you can control the number of records and columns per page Real Experience. Real Advantage. 49

50 [ In Conclusion - Learning Points Web Intelligence 3.1 offers a range of new features Improved Navigation Client like formatting features Rich Reporting functions Real Experience. Real Advantage. 50

51 [ Questions Jevan Choo Quan Xenon Consulting Inc. (516) Real Experience. Real Advantage. 51

52 [ ] participating] Thank you for Real Experience. Real Advantage. 52