BI 4.1 Quick Start Guide (for Online Report Users)

Transcription

1 BI 4.1 Quick Start Guide (for Online Report Users)

2 Contents Introduction... 3 Logging in... 3 Home Screen... 4 Preferences... 6 Setting Up Preferences to Display Online Reporting Folders... 7 Running a report... 9 Saving your report to Microsoft Excel (or PDF) Working with tabs Pin to the tab bar Description of tools Client Specification and Browser/Java/OS Support

3 Introduction This document provides a brief overview of the new Business Intelligence 4.1 application to help users get started with it. It is a living document and will continue to be updated as feedback is received from users. Logging in When you access the new BI4 environment via the url you will be presented with the log in screen below: 1. Please log in using the same login details as you used in BOXI Your existing documents will be migrated from BOXI 3.1 to BI4. 3. Navigation is different in this environment and will require a period of familiarisation. Guidance to allow users to quickly become familiar with the main new features of navigation around the new environment is provided in this Start Up Guide. 3

4 Home Screen Once you have logged in you will be presented with the Home screen, shown below. You will notice that it is now possible to directly access your recently viewed and run reports via the My Recently Viewed Documents and My Recently Run Documents panels. The Documents and Preferences options are indicated in red since they are covered in greater detail in the next two sections. Documents Preferences 4

5 Documents Your own folders and documents can now be located by clicking on the Documents tab. Select the Documents tab as shown in the Home Screen screenshot above and as indicated below: You will be presented with something similar to the screen below. Preferences Access Online reports here In the previous version of Business Objects, the Public Folders (where all the prebuilt reports are located) were listed alongside your own folders. In this version in order to view the online reports you need to click on Folders as indicated by Access Online reports here in the screenshot above. 5

6 Preferences As with BOXI 3.1 there are two different modes for viewing reports, HTML and Applet (Java) mode. We recommend that you use HTML mode. HTML offers a lightweight, stable and fast viewing interface. In order to set your Preferences to use HTML mode or to check them, please select Preferences. You will be presented with the screen below Select the Web Intelligence tab on the screen that appears and ensure that the setting View is set to HTML, as shown below. Step 1 - Click on Web Intelligence Step 2 Select HTML 6

7 Additionally, in the General tab make sure that Set Document Viewing Location is set to: In the BI launch pad portal as tabs and choose Save or Save & Close as appropriate. Step 1 Click on General Step 2 Select In the BI launch pad portal as tabs Setting Up Preferences to Display Online Reporting Folders If your preference is to initially be presented with your Online reporting folder rather than My Favourites whenever you access the Documents tab, you can set up access to a particular folder in Preferences, as shown in the screenshots below: In this example the preference will be set up for the Standard Reports folder. 1- Click on Folders 2- Click on Select Public Folder 3- Click on Browse Folder 7

8 To navigate to the required folder you must expand the public folder by clicking on the + to the left of the folder. Expand through folders - Scotland, NHS, epharmacy Online and then click on the Standard reports folder 1- Select 2- Click on Open After setting your preference please choose Save or Save & Close as appropriate. Save as appropriate 8

9 Your documents screen will look something like this: Running a report To open a report double click on the name. In this example we will run the CPUS Report (User to choose year and month). Double click on the report 9

10 This report has Prompts so the Prompts window will be displayed for you to choose the month & year. First refresh the values by clicking on the Refresh icon. Click on the Refresh icon To select the month & year, point to it and double click on it in this example Sept Double-click on Sep 2015 to select it Click OK You will see a window confirming that the report is running (i.e. it is Retrieving Data ) Here is the completed report. You can click on the tab to see the CPUS data. Click on Tab 10

11 Saving your report to Microsoft Excel (or PDF) You can save your data to an Excel or PDF document. In this example we will save the data to Microsoft Excel. The first step is to click on the Export icon. Click on the Export icon Next, click on Export Document As and then click on Excel (.XLS) 1- Click on the Export Document As 2- Click on the Excel (.xls) Next, click on Open. Please note that, depending on your version of Internet Explorer and Windows, the Open dialogue box may not appear as below. Click on OPEN This will open the document in Microsoft Excel and you can save it to an appropriate location. 11

12 Working with tabs Unlike the previous version of Business Objects; documents, etc. open in Tabs. In the screenshot below you can see that there are three tabs you can click on Home, Documents and the CPUS Report. Three tabs are currently open You can move from one tab to another by clicking on it in the example below we have clicked on the Documents tab which takes you back to your preferred view. To close a tab (e.g. close the report you have been working on), click on the cross as shown below. Click here to Close a tab 12

13 Pin to the tab bar There is one additional feature relating to Tabs that it is worth highlighting. If there is a report that you use regularly you can Pin it to the Tab bar so that each time you log on to Business Objects that document sits alongside your Documents and Home tabs. To pin a document, click on the pin icon, as shown below. Click here to Pin a tab 13

14 Description of tools When you open a document, as in the example above, there is a toolbar. Here is a description of each of the tools Icon Description Create a new document (Ctrl +N) Open a document (Ctrl +O) Save menu (Ctrl +S) Print Export to PDF for Printing (Ctrl +P) Find text in tables and cells on page (Ctrl +F) History list of dates corresponding to the instances of the scheduled documents Export v PDF, Excel, CSV Send to , Inbox Undo / Redo Refresh one or more data providers Track Activate or deactivate tracking changes Filter bar Click to hide/show filter bar Freeze keep the header or a portion of the table visible while the rest of the table scrolls Outline shows or hides the outline option for folding and unfolding elements 14

15 Client Specification and Browser/Java/OS Support Minimum official supported client hardware requirements are Dual Core CPU with 2GB RAM. However, since client workstations are running various other applications they should have at least 4GB RAM and a Pentium 4 class processor at or above 2.0 GHz. Web Browser Java Version Windows Desktop IE 8 Java 7, 8 Windows 7 SP1 IE 9 Java 7, 8 Windows 7 SP1 IE 10 Java 7, 8 Windows 7 SP1 +Windows 8 IE 11 Java 7, 8 Windows 7 SP1 + Windows 8.1 Firefox ESR 31.x Java 7, 8 Windows 7 SP1 + Windows 8 + Windows 8.1 Google Chrome As of release 45 no longer supports technology required for Java applets Windows 7 SP1 + Windows 8 + Windows