Talis Decisions InfoView and Web Intelligence

Transcription

1 Talis Decisions InfoView and Web Intelligence Katharine Spellman Business Specialist

2 Introduction Start and end times Lunch Toilets Mobile Phones Fire Documentation Evaluation form

3 Agenda Welcome Introduction to Talis Decisions InfoView - getting started 11:30 Break Web Intelligence Edit Query 12:30 Lunch Web Intelligence Edit Report 14:30 Break Web Intelligence Edit Report cont d InfoView scheduling documents Evaluation forms 16:00 Finish

4 Aims To explain what Talis Decisions is and how it works to help analyse information To give you the ability to use the major features of Talis Decisions Won t be going into a lot of detail about Universes

5 Who are you Who are you? Which library do you work for? Experience of Business Objects? What are your hopes for the course?

6 What is Talis Decisions? A decision support and performance management tool Powered by Business Objects Enterprise XI R2 SP1

7 The Product Suite InfoView Desktop Intelligence (Deski) What is Talis Decisions? Web Intelligence (Webi) Central Configuration Manager (CCM) Central Management Console (CMC) Designer (Universes)

8 InfoView Portal Report viewing and scheduling tool Organising objects - Categories / Folders Discussions Used to access Web Intelligence Used to distribute documents Used to schedule documents Browsers IE and Firefox

9 Web Intelligence Accessed through InfoView Used to create documents Multiple queries/multiple reports Formatting is sophisticated Very like Desktop Intelligence now Web based reporting tool Enterprise Uses Java

10 Desktop Intelligence Client tool

11 How Decisions works Your client Workstation Decisions Server Alto Database You run the Query in a Browser A report is displayed The query is converted to SQL The report is generated The SQL is executed to extract the data

12 How SQL Works shared innovation

13 1> select * from LOAN where LOAN_ID> > go LOAN_ID ITEM_ID BORROWER_ID CURRENT_LOAN STATE LOAN_TYPE DUE_DATE CREATE_DATE CREATE_LOCATION CREATE_OPERATOR ACTION_ID F 0 1 Jan :30PM Nov :26AM N Self Issue CLIS F 2 1 Jan :30PM Nov :27AM N Self Issue CLIS F 0 1 Jan :30PM Nov :27AM N Self Issue CLIS F 2 1 Jan :30PM Nov :27AM N Self Issue CLIS F 0 1 Jan :30PM Nov :27AM N Self Issue CLIS F 2 1 Jan :30PM Nov :27AM N Self Issue CLIS F 0 1 Jan :30PM Nov :28AM N Self Issue CLIS F 2 1 Jan :30PM Nov :28AM N Self Issue CLIS shared innovation

14 How Decisions Works - Semantic Layers Users Familiar Business Terms Data Universe Class Objects Objects are given familiar names Objects are mapped to relevant data elements

15 What are Universes made of? There are three types of object in a Universe: Dimensions Details Measures Supplier name Supplier code can be combined with Author to gain more information on an entity. Total items to analyse summary information.

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18 Using the MIS server Your client Workstation Decisions Server Alto Database You run the Query in a Browser A report is displayed The query is converted to SQL The report is generated The SQL is executed to extract the data Currency of data versus performance

19 Important concepts Objects InfoView all sorts of files Universes dimensions, details and measures Documents Web Intelligence or Desktop Intelligence documents Reports Formatted output from a query/queries Aggregation

20 Aggravation? shared innovation

21 No Aggregation! Item types and loan types included in table, totals broken down to reflect this. Loan types have been removed totals aggregated as a result Item types removed and Loan types reinstated Note: Total of all issues and renews has remained the same throughout

22 Practical work through of functionality InfoView layout, folders and categories, viewing, refreshing and saving documents Edit Query layout, creating a query, modifying a query, filters Edit Report layout, creating tables, adding blocks of data, charts, freestanding cells and images Edit Report Breaks, sections, calculations, sorts, filters, ranking, alerters, formatting Edit Report Formulas and variables, synchronising queries, drilling InfoView - user inboxes, , FTP, File location, scheduling

23 Getting Started with InfoView Logon System names User names Passwords Authentication Rights

24 Filters how do they help? shared innovation

25 Filters When can they be applied? Query filter Report filter At both stages

26 Query filters Benefits Retrieves just the data needed for the specific query Minimises data returned so optimises performance of the document However query filters add performance overhead on the server Objects don t have to appear in the results object pane in order to be used in a filter Not all objects can be used as filters

27 Restricting Data Object Operator Operand Types of query filter: Single-value and multi-value filters Lists of values Prompted filters Complex filters

28 Synchronising Queries shared innovation

29 Some Synchronising Rules 1. You can only link on dimension objects. 2. The dimension objects do not have to have the same name. 3. The dimension objects must have a common data format. 4. Although actual values do not have to be the same, all data held in the microcube is case sensitive and therefore any common values must be in the same case. 5. The format of the values must be the same. 6. Any number of queries can be linked by common dimension objects. 7. Any number of dimension objects can be merged between two queries.

30 Drilling Drilling Hierarchies Snapshots

31 Talis Decisions functionality (some of it!) InfoView layout, folders and categories, viewing, refreshing and saving documents Edit Query layout, creating a query, modifying a query, filters Edit Report layout, creating tables, adding blocks of data, charts, freestanding cells and images Edit Report Breaks, sections, calculations, sorts, filters, ranking, alerters, formatting Edit Report Formulas and variables, synchronising queries, drilling InfoView - user inboxes, , FTP, File location, scheduling

32 Questions? shared innovation

33 Have fun with Talis Decisions!

34 Thank you for attending Talis Decisions: InfoView and Web Intelligence Trainer: Katharine Spellman Please complete an evaluation form

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