Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

Transcription

1 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel SAP BusinessObjects XI 3.1 Service Pack 3

2 Copyright 2010 SAP AG. All rights reserved.sap, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.all other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.these materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty

3 Contents Chapter 1 About Web Intelligence 11 How Web Intelligence performs business intelligence over the web...12 How Web Intelligence performs business intelligence offline...12 Interacting with Web Intelligence reports...12 Viewing and printing Web Intelligence reports...13 Drilling on Web Intelligence reports...13 Performing on-report analysis...13 Creating and editing Web Intelligence documents...14 Web Intelligence Query - HTML...14 Web Intelligence Java Report Panel...15 Web Intelligence Rich Client...15 Web Intelligence HTML Report Panel...16 Chapter 2 Accessing Web Intelligence from InfoView 17 To log in to InfoView...18 To log out of InfoView...19 Web Intelligence InfoView options...19 Web Intelligence document creation and viewing options...19 To set Web Intelligence drill options...24 Web Intelligence locale options...26 Chapter 3 Returning data using queries 31 Creating, editing and saving documents...32 Building queries...32 To build and run a query...32 To add objects to a query...34 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 3

4 Contents To remove objects from a query...34 To remove a query...35 To interrupt a query...35 Setting the scope of analysis...35 Scope of analysis...35 Levels of scope of analysis...36 To set the scope of analysis...37 Query contexts...37 What is an ambiguous query?...37 What is a context?...38 Choosing a context when you run a query...38 Web Intelligence query properties...38 Allow other users to edit all queries property...38 Max retrieval time query property...39 Max rows retrieved query property...39 Query prompt order...39 Retrieve duplicate rows query property...40 Query Stripping...40 Reset contexts on refresh query property...41 Clear contexts query property...42 Sample result set query property...42 Chapter 4 Filtering data using query filters 43 Filtering the data selection in the query...44 To select a predefined query filter...44 To combine query filters...44 To create a custom query filter...44 Nesting query filters...45 To nest query filters...45 To create a prompt...46 Query filter and prompt operators Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

5 Contents Equal To operator...47 Not Equal To operator...47 Different From operator...47 Greater Than operator...47 Greater Than Or Equal To operator...47 Less Than operator...48 Less Than Or Equal To operator...48 Between operator...48 Not Between operator...48 In List operator...49 Not In List operator...49 Matches Pattern operator...49 Different From Pattern operator...49 Both operator...49 Except operator...50 Chapter 5 Displaying data in tables 51 Table types in Web Intelligence...52 Vertical table...52 Horizontal table...52 Crosstab...53 Forms...54 To select a table or chart template...55 Allocating data to tables...56 To select a table or chart template...56 To add an object to a table...57 To remove an object from a table...58 To reposition an object on a table...58 To reorder the columns or rows on a table...59 To position a block on a report...60 Formatting options for vertical and horizontal tables...61 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 5

6 Contents To format a table...62 Formatting options for crosstabs...62 To format a crosstab...63 To display headers in a crosstab...63 To center column values on a crosstab header...64 Formatting options for forms...65 To format a form...65 Chapter 6 Organizing data with sections, breaks and sorts 67 Organizing the data in reports...68 Grouping information with sections...68 To create a section on a report...70 To create a subsection on a report...71 To change the order of sections on a report...72 To remove a section from a report...72 To format a section...73 To format a section cell...74 To set the page layout for a section...74 Sorting the results displayed on reports...75 Sorting data in tables...76 To sort values on a table...78 To prioritize multiple sorts on a table...79 Applying sorts to sections...80 Using breaks...81 Chapter 7 Displaying data in charts 85 Chart types in Web Intelligence...86 Bar charts...86 Line charts...86 Area charts Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

7 Contents Pie charts...87 Radar, polar and scatter charts D charts D charts...89 To select a table or chart template...90 Allocating data to charts...91 To add objects to chart axes...91 To reposition objects on a chart axis...92 To remove an object from a chart axis...92 Chart formatting options...93 Formatting options for 2D bar charts...93 Formatting options for 3D charts...94 Formatting options for pie charts...95 To change the chart size...96 To format the chart background and border...97 Displaying data values...97 To format the chart legend Formatting chart axes Chapter 8 Filtering the values displayed in reports 105 To create a report filter Chapter 9 Report filter operators 107 Equal To operator Not Equal To operator Different From operator Greater Than operator Greater Than Or Equal To operator Less Than operator Less Than Or Equal To operator Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 7

8 Contents Between operator Not Between operator In List operator Not In List operator Is Null operator Is Not Null operator Chapter 10 Formatting reports and report page layout 111 The Result Preview pane Defining page size, orientation and margins To select the paper size To select the page orientation To set margins Displaying report titles To display the report title Formatting page headers and footers To display or hide a header or footer To specify cell contents for headers and footers To set the height and background color of headers and footers To format a page header or footer cell Managing reports To insert a report To move a report To rename a report To delete a report Formatting hyperlinks To format hyperlinks Chapter 11 Using standard calculations in reports 125 Standard calculations Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

9 Contents To insert or remove a calculation Chapter 12 Working with documents 129 To create a Web Intelligence document from InfoView To open a Web Intelligence document from InfoView To delete a Web Intelligence document from InfoView Saving documents To save a new Web Intelligence document in InfoView To save a Web Intelligence document as a PDF file To save a Web Intelligence document as an Excel spreadsheet To save a Web Intelligence document as a CSV file Automatic saving and recovery Printing Web Intelligence documents To print a Web Intelligence report Web Intelligence document properties To view and set Web Intelligence document properties Appendix A More Information 141 Index 145 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 9

10 Contents 10 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

11 About Web Intelligence 1

12 About Web Intelligence 1 How Web Intelligence performs business intelligence over the web How Web Intelligence performs business intelligence over the web Web Intelligence provides business users with an easy to use interactive and flexible user interface for building and analyzing reports on corporate data over the web, on secured intranets and extranets. The Web Intelligence software is installed by your administrator on a web server on your corporate network. To use Web Intelligence from your local computer, you log into the business intelligence portal InfoView via your Internet browser. Then, depending on your security profile, you can interact with the reports in corporate documents or edit or build your own documents using a Web Intelligence report panel or query panel. How Web Intelligence performs business intelligence offline Web Intelligence can be used offline as Web Intelligence Rich Client, a standalone Microsoft Windows application, equivalent to the Java Report Panel, that you can install on your computer. Web Intelligence Rich Client lets you continue to work with Web Intelligence (WID) documents when you are unable to connect to a CMS, when you want to perform calculations locally rather than on the server, and when you want to work with Web Intelligence documents without installing a CMS or application server. Web Intelligence Rich Client can also be used when connected to a CMS. Interacting with Web Intelligence reports Depending on your security profile and on how Web Intelligence is deployed across your organization, you can view, analyze, or enhance and modify the data displayed on reports. 12 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

13 About Web Intelligence Interacting with Web Intelligence reports 1 Viewing and printing Web Intelligence reports Once logged into the business intelligence portal InfoView, you can access Web Intelligence documents and view reports. Onscreen navigation is made easy with page-to-page navigation buttons and a document map that allows you to jump from section to section or report to report. The same document can provide the information adapted to each user due to prompts that request each user, who opens the document, to specify the data they want to return to the reports. When you print, Web Intelligence automatically generates a copy of reports in Portable Document Format (PDF) format for optimum print quality. You can print reports directly from the Web Intelligence Java Report Panel or Web Intelligence Rich Client without exporting to PDF. Drilling on Web Intelligence reports Drilling on Web Intelligence reports enables you to analyze the detailed data behind the displayed results. You can turn the report you are viewing into a drillable report or drill on a duplicate of the original report to retain a version of the results before your drill analysis. Once you have found the information you need, you can save a snapshot of the drilled report to share the results of your analysis with other Web Intelligence users, or save the document in Excel or Portable Document (PDF) format to print or to other business contacts. Performing on-report analysis Viewing Web Intelligence reports in Interactive view format enables you to enhance reports and fine-tune the data reports contain, to highlight the information that most interests you on demand. On-Report Analysis is designed for: users who need to build queries and then want to build reports report consumers who need to manipulate the reports created by others Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 13

14 About Web Intelligence 1 Creating and editing Web Intelligence documents With On-Report Analysis you can: view document metadata to understand the data behind reports and see how reports are structured and filtered filter and sort results add new tables and charts add formulas and create variables format and change the layout of charts and tables slice and dice results by adding other data to charts and tables Note: On-report analysis of Web Intelligence reports in Interactive view format is only available if your administrator has deployed Web Intelligence in JSP mode. Creating and editing Web Intelligence documents You can create or edit Web Intelligence documents using the Web Intelligence HTML Report Panel, Web Intelligence Query - HTML, Web Intelligence in Interactive mode, the Web Intelligence Java Report Panel and Web Intelligence Rich Client. Web Intelligence Query - HTML Designed for users requiring a pure HTML environment to build queries, Web Intelligence Query HTML offers the ability to define the data content of documents on multiple data sources. You can use Query HTML to create new documents from scratch or edit the queries in documents created using any of the other Web Intelligence tools. Used together with On-Report Analysis, Query HTML provides a complete solution for building queries and designing powerful reports in a pure HTML environment. Once you have run the queries to generate a standard report, you can leverage Web Intelligence On-Report Analysis features to format multiple reports, add formulas, and create variables. 14 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

15 About Web Intelligence Creating and editing Web Intelligence documents 1 Note: Web Intelligence Query HTML and On-Report Analysis in Interactive view format are only available, if your administrator has deployed Web Intelligence in JSP mode. Web Intelligence Java Report Panel The Java Report Panel is designed for users who need more flexibility with designing report layout and defining formulas and variables. A graphical Formula Editor enables you to build formulas rapidly using drag-and-drop. Note: The Web Intelligence Java Report Panel is available if your administrator has deployed Web Intelligence in ASP mode and if your administrator has deployed Web Intelligence in JSP mode. Web Intelligence Rich Client Web Intelligence Rich Client is a locally installed Microsoft Windows application that lets you work with Web Intelligence (WID) documents that are stored locally or in a CMS. When working without a CMS connection you can work on your local machine with either CMS-secured or unsecured documents. Web Intelligence Rich Client is based on the Web Intelligence Java Report Panel and provides equivalent document creation, editing, formatting, printing and saving capabilities. There are a number of reasons for using Web Intelligence Rich Client to work with WID documents: You want to work with Web Intelligence documents but you are unable to connect to a CMS (while traveling, for example). You want to improve calculation performance: Web Intelligence Rich Client performs calculations locally, rather than on the server, and local calculations can perform better than server calculations. You want to work with Web Intelligence documents without installing a CMS or application server. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 15

16 About Web Intelligence 1 Creating and editing Web Intelligence documents Web Intelligence HTML Report Panel Designed for users who need to build basic reports, the HTML Report Panel provides query and report features in a simple wizard-like interface. Each document is based on a single data source and can contain multiple reports, displaying different subsets of information. In addition, the HTML Report Panel is 508 compliant and can be customized for specialized deployments. Note: The Web Intelligence HTML Report Panel is only available if your administrator has deployed Web Intelligence in JSP mode. 16 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

17 Accessing Web Intelligence from InfoView 2

18 Accessing Web Intelligence from InfoView 2 To log in to InfoView You access Web Intelligence reports and set global Web Intelligence options from InfoView, the corporate business intelligence portal. To log in to InfoView Before you can use InfoView and Web Intelligence you need the following information: a URL to the InfoView server the InfoView server name and port number your login and password your authentication, which controls the InfoView resources available to you Contact your adminstrator for these details if you do not already know them. Note: By default the InfoView server name and authentification method are not displayed on the InfoView logon page. You need to supply this information only if your administrator has made these options visible. You access Web Intelligence by using your web browser to log into InfoView, the corporate business intelligence portal. Once you are in InfoView, you can analyze and enhance Web Intelligence reports. 1. Launch your web browser. 2. Point your browser to the InfoView bookmark or URL. The InfoView login page appears. 3. If the System box is blank, type the name of the InfoView server followed by a colon (:), and then type the port number. 4. In the Username box, type your user name. 5. In the Password box, type your password. 6. In the Authentication box, select the authentication provided to you by your administrator. 7. Click Log On. The InfoView home page appears. 18 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

19 Accessing Web Intelligence from InfoView To log out of InfoView 2 To log out of InfoView When you finish using InfoView or Web Intelligence you need to log out, instead of simply closing your web browser. Logging out of InfoView ensures that any preferences you modified during your InfoView session are saved. It also lets your administrator track how many users are logged into the system at any given time and thus optimize InfoView and Web Intelligence performance. Click Log Out. The login page appears. You are logged out of InfoView Web Intelligence InfoView options Web Intelligence document creation and viewing options You can set your Web Intelligence options to determine how you create, view and interact with documents using Web Intelligence. You create documents using a query editor to build the query to retrieve the document data. After the query returns the data to the document, you can view and interact with the data. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 19

20 Accessing Web Intelligence from InfoView 2 Web Intelligence InfoView options Document creation option Description You create documents using the Java Report Panel, a Java applet than launches in your Web browser. Advanced The Java Report Panel is a combined query building, report editing and data analysis environment. If you choose Advanced as your document creation option, you also use the Java Report Panel for working with the data returned by the query. The Select a default view format option is not taken into account. The Java Report Panel provides the richest feature set of all Web Intelligence query building, report editing and data analysis environments. Interactive You build queries using Query - HTML, an HTML-based query editor. Desktop You build queries, edit reports and analyze data using Web Intelligence Rich Client, a standalone version of the Java Report Panel that runs outside your web browser. Web Accessibility You create reports using the HTML Report Panel, a 508-compliant query and report building environment. You can use the following view formats to view and interact with existing Web Intelligence documents, or documents that you have just created using a query editor: 20 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

21 Accessing Web Intelligence from InfoView Web Intelligence InfoView options 2 View format Description Web Use Web (HTML) format when you want to open reports, answer prompts, navigate reports, and/or perform drill analysis. Use Interactive format when you want to apply filters, sorts, calculations, modify formatting and data displayed on tables and charts, and/or perform drill analysis. Use Interactive format if you are using Query HTML to define queries, and you want to format reports based on those queries and add formulas and variables. Interactive Interactive format + Query HTML provides an approximate equivalent to the Java Report Panel or Web Intelligence Rich Client, in a pure HTML environment. You can also use Interactive format to view and work with reports generated from the HTML Report Panel. Unline Query - HTML, which is a pure query-building environment, the HTML Report Panel also allows you to define reports. After running your query, you can continue to work with the report either by using Interactive format, or by returning to the HTML Report Panel. Interactive view format is only available if your administrator has deployed Web Intelligence in JSP mode. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 21

22 Accessing Web Intelligence from InfoView 2 Web Intelligence InfoView options View format PDF Description Use PDF mode when you want to view static reports. To select the Web Intelligence query editor 1. Click the Preferences button on the InfoView toolbar. 2. Click Web Intelligence Preferences to display the Web Intelligence options. 3. Select the query editor beneath Select a default creation/editing tool. 4. Click OK. To select the Web Intelligence view format You can select different view formats for Web Intelligence documents depending on how you want to interact with the information displayed on the reports. You select your Web Intelligence view options in InfoView. When you modify your view options, the new settings are implemented the next time you open a Web Intelligence document. 1. Click the Preferences button on the InfoView toolbar. 2. Click Web Intelligence Preferences to display the Web Intelligence options. 3. In the Select a view format section, select the view format. To select a default universe for new documents 1. Click Preferences on the Infoview toolbar. 2. ClickWeb Intelligence Preferences to display the Web Intelligence options. 3. Click Browse beneath Select a default universe and browse to the universe you want to select as the default. 22 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

23 Accessing Web Intelligence from InfoView Web Intelligence InfoView options 2 Refresh option in Infoview With SAP BusinessObjects XI 3.1 SP3 refresh of Web Intelligence documents created from custom data sources like text, excel files and Custom Data Provider plug-in are supported in Infoview. Note: The refresh option is available for Windows operating system only. To refresh a text or excel file, set the RefreshOnServer registry to the following values: RefreshOnServer = NO or Disable RefreshOnServer = YES or ENABLE default it is set to YES or Enable. to disable refresh on Server. to enable refresh on Server, by RefreshOnServer = ALLOW_USE_WINDOWS_SHARE on Windows server only. to enable refresh The registry path is: HKEY_LOCAL_MACHINE > SOFTWARE > Business Objects > Suite 12.0 > Default > Web Intelligence > Calculator > PDP. Before refreshing a document from Infoview make sure that the following points are taken care: 1. The Custom Data Provider has to be on the BOE server, if it is clustered then each and every cluster needs to be updated with the same copy of Custom Data Provider. 2. Incase of a blocker issue and the file cannot be accessed from its original source location then the file should be placed in the default location for each server. The default server path is <Installdir>Business Objects\PersonalDPFilessymantec, you can change this path by changing the value of Server_Path in the registry. 3. The Server Intelligence Agent (SIA) should be managed by a user authentication valid in the network domain. Normally SIA is managed using local system account; this practice is not recommended when deploying Custom Data Provider in server. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 23

24 Accessing Web Intelligence from InfoView 2 Web Intelligence InfoView options 4. For refreshing a document based on Generic WS, update the net.properties file present at: <Installdir>\javasdk\jre\lib with the following lines: http.proxyhost=bluecoat-proxy http.proxyport=8080 http.nonproxyhosts=localhost Where, proxyhost is the name of the proxy server (e.g. proxy.mydomain.com), proxyport is the port number to use (default value is 80), nonproxyhosts is a ' ' separated list of hostnames which should be accessed directly, ignoring the proxy server (default value is localhost & ) Note: The.pac files are not supported, you have to explicitly configure the proxy server in the proxy settings for the URL. To set Web Intelligence drill options Drilling on reports lets you look deeper into data to discover the details behind a good or bad summary result displayed on a table, chart, or section. Before you begin a drill session, you can set your drill options in InfoView to specify how reports will change each time you drill. 1. Click Preferences on the Infoview toolbar. 2. Click Web Intelligence Preferences to display the Web Intelligence options. 3. Select the drill options under Drill options and Start drill session. Hide drill toolbar option When you drill on a value displayed on a report, the Drill toolbar appears and displays the value on which you drilled. The value displayed on the toolbar filters the results displayed on the drilled report. 24 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

25 Accessing Web Intelligence from InfoView Web Intelligence InfoView options 2 For example, if you drill on year 2001, the results displayed on the drilled table are Q1, Q2, Q3, and Q4 for year This means that the quarterly values you drilled to are filtered by Note: If the drilled report includes dimensions from multiple queries, a ToolTip appears when you rest your cursor on the value displayed on the filter. The ToolTip displays the name of the query and the dimension for the value. The Drill toolbar allows you to select alternative values on the same level, in order to filter the results differently. For example, if you use the Drill toolbar illustrated above to select 2002,? the results displayed on the drilled table would be Q1, Q2, Q3, and Q4 for year You can opt to hide the Drill toolbar when you start drill mode. The Drill toolbar is only useful if you want to select filters during your drill session. Prompt when drill requires additional data option When you drill the results displayed on a Web Intelligence report, you may want to drill to higher- or lower-level information that isn t included in the scope of analysis for the document. When this is the case, Web Intelligence needs to run a new query to retrieve the additional data from the data source. Since queries on large selections of data may take a long time to be completed, you can choose to be prompted with a message every time a new query is necessary. The prompt message asks you whether you want to run the additional query or not. In addition, the prompt lets you apply filters to the extra dimensions you include in the new query. This means you can restrict the size of the query to only the data necessary for your analysis. You need permission from your administrator to drill out of the scope of analysis during a drill session. Synchronize drill on report blocks option When you select the Sychronize drill on all report blocks option, the display of all blocks changes to correspond with your drill actions. For example, if you drill down on a block from year to quarter, and your report also contains a chart showing data by year, the chart display also changes to display data by quarter. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 25

26 Accessing Web Intelligence from InfoView 2 Web Intelligence InfoView options If you do not select the option, only the drilled block changes in response to drill actions. Start drill session option The Start drill session option controls how Web Intelligence behaves when you start drill mode. Start drill session on existing report option When you select Start drill session on existing report, the current report becomes drillable when you start drill mode. When you end drill mode, the report displays the drilled values. Start drill session on a duplicate report option When you select Start drill on a duplicate report, Web Intelligence creates a duplicate of the current report when you start drill mode, and you drill on the duplicate. This allows you to compare the results of the original report with the results you discover during your drill analysis. Web Intelligence locale options Locales determine how Web Intelligence displays its interface (for example, menu items and button text) and data (for example, date and number formatting). Web Intelligence has three locales: Locale Product Locale Document Locale Preferred Viewing Locale Description The locale in which the Web Intelligence interface is displayed The locale of the data currently contained in the document The user's preferred locale for displaying document data 26 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

27 Accessing Web Intelligence from InfoView Web Intelligence InfoView options 2 The InfoView settings determine how the Document Locale and Preferred Viewing Locale interact to display document data. Related Topics To permanently associate a locale with a document The Product Locale The product locale is used to display the Web Intelligence interface (for example, menu items and button text). Note: The GetLocale function returns the Product Locale. To set the Product Locale 1. Click Preferences on the main InfoView toolbar. 2. Click General to display the general options. 3. Select the product locale from the Product locale list. The Document Locale The Document Locale formats the data in a document. For example, the Document Locale determines how Web Intelligence displays dates and numbers. If the Web Intelligence settings in InfoView give the user's Preferred Viewing Locale priority through the Use my Preferred Viewing Locale to format the data setting, Web Intelligence sets the Document Locale to the Preferred Viewing Locale when the user opens a document. When the user saves the document, Web Intelligence saves this Document Locale with the document. If the Web Intelligence settings do not give the user's Preferred Viewing Locale Priority, Web Intelligence formats the data according to the Document Locale saved with the document. When a user creates a document, Web Intelligence always assigns the user's Preferred Viewing Locale as the initial Document Locale, whether or not the Web Intelligence settings in InfoView give the Preferred Viewing Locale priority. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 27

28 Accessing Web Intelligence from InfoView 2 Web Intelligence InfoView options A user can permanently associate the current Document Locale with a document by saving the document with the Permanent Regional Formatting option selected. Once a document has been saved with the option selected, Web Intelligence ignores the InfoView settings and always formats the document data using the saved Document Locale. This applies to all users, not just the user who selected the Permanent Regional Formatting option. Note: The GetContentLocale function returns the Document Locale. Related Topics To permanently associate a locale with a document To set the Document Locale 1. Click Web Intelligence Preferences to display the Web Intelligence options. 2. Click Use the document locale to format the data beneath When viewing a document. The Preferred Viewing locale The Preferred Viewing Locale is a user's preferred locale for displaying document data. The Document Locale becomes the user's Preferred Viewing Locale when the InfoView settings give the Preferred Viewing Locale priority. Note: The GetPreferredViewingLocale function returns the Preferred Viewing Locale. The GetLocalized function also uses the Preferred Viewing Locale to display translated strings. To set the Preferred Viewing Locale 1. Click Preferences on the main InfoView toolbar. 2. Click General to display the general options. 3. Select the preferred viewing locale from the Preferred viewing locale list. 4. Click Web Intelligence Preferences to display the Web Intelligence options. 28 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

29 Accessing Web Intelligence from InfoView Web Intelligence InfoView options 2 5. If you want data to be formatted using the preferred viewing locale, click Use my Preferred Viewing Locale to format the data beneath When viewing a document. To permanently associate a locale with a document 1. In Web Intelligence Interactive, select Document > Properties from the menu to display the" Document Properties" dialog box, then select Permanent regional formatting. 2. In the Web Intelligence Java Report Panel or Web Intelligence Rich Client, right-click an empty area of the report, select Document Properties to display the Document Properties pane, then select Permament Regional Formatting in the Document Options section of the pane. 3. Save the document. The current Document Locale is associated permanently with the document. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 29

30 Accessing Web Intelligence from InfoView 2 Web Intelligence InfoView options 30 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

31 Returning data using queries 3

32 Returning data using queries 3 Creating, editing and saving documents Creating, editing and saving documents You create Web Intelligence documents by first selecting a universe in InfoView. Each universe maps to a database containing corporate business information. When you connect to a universe, Web Intelligence automatically launches the document editor selected on the Web Intelligence Document Preferences page in InfoView. After you have selected a universe, you use the objects in the universe to build a query to return data from the database to your Web Intelligence document. After creating a document you can save it to the InfoView repository. Building queries To build and run a query 1. On the InfoView Home page, click the arrow next to New, then select Web Intelligence Document on the top toolbar. Alternatively, click Add Query in the Query Panel if you are adding a query to a document that already contains at least one query. 2. Click the title of the universe on which you want to create a document. 3. Click the + sign next to a class folder in the Universe Objects pane. The class expands to show the objects that belong to the class. 4. Double-click an object in the Universe Objects pane; or Drag an object from the Universe Objects pane and drop it onto the Result Objects pane; or select an object on the Universe Objects pane, then click >>. 5. Repeat the previous step for every object you want to include in the query. 6. The next step depends on whether you want to generate a default formatted report immediately to view the results or whether you want to design the document structure now and then generate the results with your personalized formatting. 32 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

33 Returning data using queries Building queries 3 Option Click Run. Click the Report tab at the top of the HTML Report Panel, specify the structure of the document, and then click Run. Description Do this to display the results corresponding to the query definition in a vertical table, containing data for all of the objects included on the query. Do this to select a specific table or chart template for the data or insert additional reports and then allocate a sub-set of the query data to each report. How universe objects map to data Classes and subclasses Dimension object Objects are grouped into folders called classes. Each class can also contain one or more subclasses. Subclasses contain objects that are a further subcategory of the objects in the upper level of the class. The role of classes is to organize the objects into logical groups. When you create queries on the universe, classes help you to find the objects that represent the information that you want to use in a query. A dimension object represents data that provides the basis for analysis in a report. Dimension objects typically retrieve character-type data, for example; customer names, resort names, or dates. Dimension objects appear as follows in the Web Intelligence query panel: Detail object A detail obect provides descriptive data about a dimension. A detail is always attached to the dimension for which it provides additional information. For example, [Age] is a detail object that is associated with the (Customer] dimension. Detail objects appear as follows in the Web Intelligence query panel: Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 33

34 Returning data using queries 3 Building queries Measure object The measure object retrieves numeric data that is the result of calculations on data in the database. For example, [Revenue] is the calculation of the number of items sold multiplied by item price. Measure objects are often located in a Measures class. Measure objects appear as follows in the Web Intelligence query panel: There are two types of measure: classic measures - calculated by Web Intelligence smart measures - calculated by the database on which the universe is based In certain situations, smart measures impact the way in which Web Intelligence displays calculations. For more information on smart measures, see the Using Functions, Formulas and Calculations in SAP BusinessObjects Web Intelligence guide. To add objects to a query You must be on the Query tab of the HTML Report Panel. 1. Click + next to a class folder or double-click a class folder. 2. Double-click an object in the class you expanded or drag the object to the Result Objects pane or select the object then click >>. To remove objects from a query You must be on the Query tab of the HTML Report Panel. Drag the object from the Result Objects pane and drop it onto the Universe Objects pane or select the object then click <<. 34 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

35 Returning data using queries Setting the scope of analysis 3 To remove a query 1. Select a the query you want to remove by right-clicking the appropriate Query tab. 2. Click Remove. To interrupt a query When you interrupt a query, only partial data is returned to the document. The values displayed in the document do not accurately reflect the definition in the query. 1. On the "Waiting - Refresh Data" dialog box, click Cancel. The "Interrupt Data Retrieval" dialog box appears. 2. Click OK. Setting the scope of analysis Scope of analysis The scope of analysis for a query is extra data that you can retrieve from the database to give more details on the results returned by each of the objects in a query. This extra data does not appear in the initial result report, but it remains available in the data cube, so you can pull this data in to the report to allow you to access more detail at any time. This process of refining the data to lower levels of detail is called drilling down on an object. In the universe, the scope of analysis corresponds to the hierarchical levels below the object selected for a query. For example, a scope of analysis of one level down for the object Year, would include the object Quarter, which appears immediately under Year. You can set this level when you build a query. It allows objects lower down the hierarchy to be included in the query, without them appearing in the Results Objects pane. The hierarchies in a universe allow you to choose your scope of analysis, and correspondingly the level of drill available. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 35

36 Returning data using queries 3 Setting the scope of analysis In the Java Report Panel and in Web Intelligence Rich Client, you can also create a custom scope of analysis by selecting specific dimensions for the Scope of Analysis pane. Note: You cannot set the scope of analysis when working in query drill mode because this drill mode causes Web Intelligence to modify the scope dynamically in response to drill actions. Levels of scope of analysis You can set the following levels for scope of analysis: Level None One level down Two levels down Three levels down Custom Note: This option is available in the Java Report Panel and in Web Intelligence Rich Client only. Description Only the objects that appear in the Results Objects pane are included in the query. For each object in the Result Objects pane, one, two, or three objects lower down the hierarchy tree are included in the query. The data from these objects is stored in the cube until you add them to the document. All objects added manually to the Scope of Analysis panel are included in the query. Including a scope of analysis in a document increases the document size significantly. This is because the data necessary for the scope you specify is saved with the document, even though it is not visible in the reports unless you start drill mode and drill down to the data to display the corresponding values. 36 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

37 Returning data using queries Query contexts 3 In order to minimize the size of documents and optimize performance, we recommend that you only include a scope of analysis in documents where you are certain that users will need to drill. We suggest the following method because it will be easier for you to set the scope of analysis seeing the hierarchy of the classes and objects. To set the scope of analysis 1. On the Query tab, click the arrow next to the Scope of Analysis drop-down list box. 2. Select a level for the scope of analysis. Query contexts What is an ambiguous query? An ambiguous query is a query that contains one or more objects that can potentially return two different types of information. In a universe, certain dimensions may have values that are used for two different purposes in the database. For example, the [Country] dimension in the query below can return two types of information: Customers and the country in which they spent their vacation. Customers and the country for which they have made their reservation. The role that Country plays in this query is ambiguous. A country can be either the country where a vacation was sold, or a country where a vacation is reserved. One is existing information (sales), and the other is future information (reservations). To avoid ambiguities in a query, the universe designer identifies the different ways that objects can be used in the universe, and implements restrictions on how these objects can be combined. These restrictions are called contexts. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 37

38 Returning data using queries 3 Web Intelligence query properties What is a context? A context is a defined group of objects that share a common business purpose. This business purpose is usually the type of information that these related objects represent. For example, a sales context is a grouping of all the objects that can be used to create sales queries. A reservations context is a grouping of all the objects that can be used in reservation queries. Contexts are defined in a universe by the universe designer. You can combine any object within the same context to create a query. You can also combine objects in different contexts. If you use an object that is common to both contexts, Web Intelligence will try to determine the context that best fits the other objects in the query. If it cannot determine a context, you are prompted to choose the context that you want to apply to the query. Choosing a context when you run a query When you create a query or refresh a report, you may be asked to choose a context before the query can run. Contexts are set up in a universe to avoid ambiguous queries. To choose a context when you run a query 1. Run the query containing multiple contexts. The "Select a Context" dialog box appears. 2. Select the context in the "Select a Context" dialog box. Web Intelligence query properties Allow other users to edit all queries property When selected, other users who have the appropriate editing rights can access Query View and modify the queries in the document. When cleared, 38 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

39 Returning data using queries Web Intelligence query properties 3 only the report creator can modify the queries. This option is selected by default. Unlike the other query properties, which only apply to the selected query, this option applies to all of the queries in the document. Max retrieval time query property Maximum time that a query can run before the query is stopped. This can be useful when a query is taking too long due to an excess of data, or network problems. You can set a time limit so a query can stop within a reasonable time. Max rows retrieved query property The Max rows retrieved query property determines the maximum number of rows of data that are displayed when a query is run. If you only need a certain amount of data, you can set this value to limit the number of rows of data in your document. Max rows retrieved does not operate at the database level. If you set Max rows retrieved to 1000, and your query returns 5000 rows, Web Intelligence initially retrieves all 5000 rows, before discarding 4000 and retaining only the first 1000 rows. The Sample result set query property also applies a restriction on the number of rows in the query, but at the database level. If you set Max rows retrieved to 2000 and Sample result set to 1000, the query retrieves a maximum of 1000 rows only. This setting can be overridden by the limits set by your administrator in your security profile. For example, if you set the Max rows retrieved setting to 400 rows, but your security profile limits you to 200 rows, only 200 rows of data will be retrieved when you run the query. Query prompt order Prompts are listed in the list. You can use the up and down arrows to move a prompt up or down the list to change the order in which they are executed. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 39

40 Returning data using queries 3 Web Intelligence query properties Retrieve duplicate rows query property In a database, the same data may be repeated over many rows. You can choose to have these repeated rows returned in a query, or to have only unique rows returned. Query Stripping Query Stripping enables you to optimize the query generation automatically. With Query Stripping enabled, Web Intelligence generates a query containing only those objects that effectively contribute to a report. It improves the performance of the report by sending the stripped query to the connection server. Each time you refresh a query, Web Intelligence strips the objects which are not contributing to the report (directly or indirectly) from the report as well as from the SQL Viewer tab. It refreshes only the query that is directly related to the report. The stripped objects get deleted from the report and appear as bold in the Data map to allow easy identification of the stripped objects. You can drag and drop these objects if you want them to appear in the report again. Once you drag and drop these objects, the column header of the report displays the object definition and data cells display #Refresh. Refresh the query again to allow the stripped objects data to appear in the report. Note: Query Stripping is applicable only for OLAP database users. In a Query Stripping enabled document, if a query filter is used on a Measure object, Web Intelligence does not strip the objects. For more information about how to work with Web Intelligence, see Building Reports with Web Intelligence Rich Client guide on SAP Help Portal: To control Query Stripping You can control the automatic query optimization by enabling or disabling Query Stripping at two levels, namely, Query and Document level property. 40 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

41 Returning data using queries Web Intelligence query properties 3 Query level property: At Query level property, Query Stripping can be enabled or disabled only by Power users, who create a Web Intelligence report and defines queries and initial structures of the report. Query Stripping at query level property is disabled by default. In case of multiple queries in the same document, the query set for Query Stripping will be stripped and other queries would remain unaffected. Document level property: At Document level property, Query Stripping can be enabled or disabled by all the users of Web Intelligence to change the report objects for analysis. Query Stripping at document level property is disabled by default. When you create a Web Intelligence document, by default the Query Stripping is disabled. A power user needs to enable this parameter to strip an object for a specific query. Web Intelligence fails to strip a query if the document level property is enabled and query level property is disabled or vice-versa. Query Stripping works only when Query Stripping is enabled at both Query and document level properties. Once the Query Stripping is disabled at the document level property, Web Intelligence retains the default pattern of refreshing all the objects selected in the query panel for a specific query sent to the connection server. 1. To enable Query Stripping at the query level for a specified query, select Enable Query Stripping in the "Query Properties" tab while creating a Web Intelligence report. Note: Enable Query Stripping parameter is set only by the Power users who needs to edit Query or create query rights. The user of a report will not be able to set this parameter. 2. To enable Query Stripping at the document level for a specified query, select Enable Query Stripping in the Document Properties tab. As a result, Query Stripping is enabled for a specified query. Reset contexts on refresh query property When selected, you are prompted to choose a context each time a query requiring a context is run. When unselected, Web Intelligence retains the context specified the first time you run the query. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 41

42 Returning data using queries 3 Web Intelligence query properties Clear contexts query property When this property is selected, Web Intelligence clears the contexts listed in the list when you next run the query or refresh the data. Sample result set query property The Sample result set property determines the maximum number of rows that a query returns. The property applies this restriction at the database level. If the database supports sampling, Web Intelligence adds the restriction to the SQL that Web Intelligence generates to return the data. If you select the Fixed option, Web Intelligence uses fixed sampling. At each data refresh, the query returns the same rows. If you do not set the Fixed option, Web Intelligence uses random sampling. At each data refresh, the query returns a different set of sampled rows. Sample result set is more efficient than the Max rows retrieved property, which discards rows beyond the maximum limit only after retrieving all the rows in the query. Not all databases support fixed and random sampling. If they are not supported, the properties are disabled (in the Java Report Panel) or invisible (in Query - HTML). Sampling is not available at all in the HTML Report Panel. 42 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

43 Filtering data using query filters 4

44 Filtering data using query filters 4 Filtering the data selection in the query Filtering the data selection in the query You define filters on the query to limit the data returned to the document to a specific business focus. For example, you can filter the query to return data for a specific customer group or time period. You define query filters on the Query Filters tab. To select a predefined query filter Double-click the predefined filter or drag it to the Query Filters pane. When you run the query, the data corresponding to the query filters you selected is returned to the report. To combine query filters 1. Create the filters and add them to the Query Filters pane. By default, Web Intelligence combines the filters with the AND operator. 2. Double-click the operator (Java Report Panel, Rich Client and Query - HTML) or click the arrow next to the operator checkbox and select the other operator (HTML Report Panel) to toggle between AND and OR. To create a custom query filter 1. In the Universe Objects pane, double-click the object you want to filter. 2. Click the arrow next to the list box to view the available operators and select the operator you need. If you select the In list or Not in list operator, you need to separate each value by a semicolon;) with no spaces. For example, if you want to filter the [Country] object for US, Japan, and Germany you need to enter the values for country as follows: US;Japan;Germany The operator you selected appears in the list box. 3. In the Value 1 text box, type the value(s) for which you want to retrieve data. If the operator you selected requires two values, type the second value in the Value 2 text box. 4. Click OK. 44 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

45 Filtering data using query filters Nesting query filters 4 Nesting query filters Nesting query filters allows you to create more complex filter conditions than is possible when you combine filters at the same level. When you nest filters, you set the order in which Web Intelligence evaluates them. For example, Web Intelligence can return the data given by two query filters joined in an OR relationship (where either one filter condition or the other is true) and then further restrict this data by applying another filter to it. In this case, the two filters in an OR relationship are nested, then compared with the other filter in an AND relationship. The following example illustrates this: Example: List all sales made in Japan either in Q4 or where the revenue was greater than To answer this question you create the following nested query filter: Country Equal To Japan AND OR Quarter Equal To Q4 Revenue Greater Than Web Intelligence first returns sales data where the sale was made in Q4 or the revenue was greater than , then restricts this data further by returning only those sales made in Japan. To nest query filters 1. On the Query Filters tab, create at least one filter. 2. Select the filter below which you want to insert the sub-filter. 3. Click the + sign next to the Query Filters pane. Web Intelligence adds the And operator or the Or operator one level below the selected filter. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 45

46 Filtering data using query filters 4 To create a prompt 4. Define a new filter on one of the dimensions or measures displayed on the Universe Objects pane. The new filter is nested below the filter you selected above. 5. Create additional sub-filters, as appropriate. 6. If you want to change the order of filters, select the filter you want to move, and then either click the Move up arrow (to move the filter up) or click the Move down arrow (to move the filter down). The Move up and Move down arrows are situated to the right of the Query Filters pane. To create a prompt 1. Click the Query Filters tab. 2. In the Universe Objects pane, double-click the object you want to filter. The object is added to the top of the Query Filters pane. 3. If necessary, choose a different operator by clicking the arrow next to the drop-down list box and selecting the appropriate operator. 4. Select Prompt. If you want users who answer the prompt to type the value(s) they want to return to the document, or if you selected an object that represents data for dates, for example, an invoice date, then verify that the With List of Values option is not selected. Or If you want users who answer the prompt to be able to select the value(s) from a list that they want to return to the document, select With List of Values. Web Intelligence displays a message for the prompt in the Message text box(es). 5. If you wish, change the default message(s) for the prompt by typing a different message into the Message text box(es). 6. Click OK. Web Intelligence adds the new prompt to the list of filters in the Query Filters pane. 46 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

47 Query filter and prompt operators Equal To operator Filtering data using query filters Query filter and prompt operators 4 Use the Equal to operator to obtain data equal to a value. For example, to return data for the US only, create the filter "County Equal To US". Not Equal To operator Use the Not Equal To operator to obtain data not equal to a value. For example, to return data for all countries except the US create the filter "County Not Equal To US". Different From operator Use the Different From operator to retrieve data different from a value. For example, to retrieve data for all quarters execpt Q4, create the filter [Quarter] Different From "Q4" Greater Than operator Use the Greater Than operator to retrieve data greater than a value. For example, to retrieve data for customers aged over 60, create the filter "[Customer Age] Greater than 60". Greater Than Or Equal To operator Use the Greater Than Or Equal To operator to retrieve data greater than or equal to a value. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 47

48 Filtering data using query filters 4 Query filter and prompt operators For example, to retrieve data for revenue starting from $1.5M, create the filter "[Revenue] Greater than or equal to ". Less Than operator Use the Less Than operator to retrieve data lower than a value. For example, to retrieve data for exam grades lower than 40, create the filter "[Exam Grade] Less Than 40". Less Than Or Equal To operator Use the Less Than Or Equal To operator to retrieve data less than or equal to a value. For example, to retrieve data for customers whose age is 30 or less, create the filter "[Age] Less Than Or Equal To 30". Between operator Use the Between operator to retrieve data between and including two values. For example, to retrieve data for weeks starting at week 25 and finishing at 36 (including week 25 and week 36), create the filter "[Week] Between 25 and 36". Not Between operator Use the Not Between operator to retrieve data outside the range of two values. For example; to retrieve data for all the weeks of the year, except for and not including weeks 25 through 36, create the filter "[Week] Not between 25 and 36". 48 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

49 Filtering data using query filters Query filter and prompt operators 4 In List operator Use the In List operator to retrieve data corresponding to values in a list of values. For example, to retrieve data for the US, UK and Japan only, create the filter [Country] In List ("US";"UK";"Japan"). Not In List operator Use the Not In List operator to retrieve data that does not correspond to multiple values. For example, if you do not want to retrieve data for the US, UK and Japan, create the filter [Country] Not In ("US";"UK";"Japan"). Matches Pattern operator Use the Matches Pattern operator to retrieve data that includes a specific string or part of a string. For example, to retrieve customers whose date of birth is 1972, create the filter [DOB] Matches Pattern "72". Different From Pattern operator Use the Different From Pattern operator to return data that doesn't include a specific string. For example, to retrieve customers whose date of birth is not 1972, create the filter [DOB] Different From Pattern '72'. Both operator Use the Both operator to retrieve data that corresponds to two values. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 49

50 Filtering data using query filters 4 Query filter and prompt operators For example, to retrieve customers who have both a fixed and a mobile telephone, create the filter [Account Type] Both 'Fixed' And 'Mobile'. Except operator Use the Except operator to retrieve data that corresponds to one value and excludes another. For example, to retrieve customers who have a fixed telephone and do not have a mobile telephone, create the filter [Account Type] 'Fixed' Except 'Mobile'. The Except operator is more restrictive than Different From or Not In List. For example, a report that returns customers and that includes the filter [Lines] Different From 'Accessories' excludes all sales records where the item sold is part of the 'Accessories' line. If the same customer has purchased Accessories and non-accessories items, the customer still appears in the report, but their spending total includes only non-accessories sales. If the filter is [Lines] Except 'Accessories', only customers who have bought no accessories are included in the report. Related Topics Not In List operator Different From operator 50 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

51 Displaying data in tables 5

52 Displaying data in tables 5 Table types in Web Intelligence Table types in Web Intelligence A Web Intelligence report displays results in a block. You can format the block as a specific type of table. Vertical table Vertical tables display header cells at the top of the table and the corresponding data in columns. By default, the header cells display the names of the dimensions, details, and measures included in the table. The body cells display the corresponding values. Horizontal table Horizontal tables display header cells at the left of the table and the corresponding data in rows. By default, the header cells display the names of the dimensions, details, and measures included in the table. The body cells display the corresponding values. 52 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

53 Displaying data in tables Table types in Web Intelligence 5 Crosstab Crosstabs display values for dimensions across the top axis and on the left axis. The body displays the values of a measure that correspond to the cross-section of the dimensions. For example, this crosstab displays values for [Quarter] across the top axis and displays values for [State] on the left axis. The body displays values that [Sales Revenue] for each quarter in each state. You can include multiple dimensions in crosstabs. For example, this crosstab displays two dimensions. The values for the [Sales Revenue] measure are values each state by quarter for each line. When you create crosstabs that include a dimension(s) in the body, the body cell values are calculated according to a multi-dimensional data model. The values displayed in the body are calculated according to all of the coordinates on the table axes, whether or not there is a row for the specific coordinate in the SQL result. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 53

54 Displaying data in tables 5 Table types in Web Intelligence Forms Forms are useful in your report if you want to display detailed information per customer, product, or partner. For example, a form is a useful way of displaying individual customer records with information such as the customer account, name, address, and so on. Forms are also useful for formatting address labels for envelopes. 54 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

55 Displaying data in tables To select a table or chart template 5 To select a table or chart template 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. In the Report Definition pane, click the drop-down arrow next to the list box. The available templates are listed. 3. Select the template you want. If you select a chart, a second list box opens with each chart sub-type related to the chart type you chose in the original list box. Click the chart sub-type you want to display in the report. 4. Click Apply. Depending on the template you selected, one or more fields appear in the Report Definition pane. If you select a... horizontal table vertical table crosstab form 2D chart 3D chart pie chart radar chart the following field(s) appear... columns rows columns, rows, and a body rows X-axis, Y-axis X-axis, Y-axis, and optionally a Z- Axis X-axis, Y-axis X-axis, Y-axis, and optionally a Z- Axis Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 55

56 Displaying data in tables 5 Allocating data to tables Once you have selected a template, you need to allocate each object to he rows and columns of a table or to the different axes of a chart. Allocating data to tables By default, when you define the query for a new document, Web Intelligence displays the results on a new report in a vertical table. You can select a different table or chart template before you run a new query to view the results. You can also modify an existing report by applying a different table or chart template. To select a table or chart template 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. In the Report Definition pane, click the drop-down arrow next to the list box. The available templates are listed. 3. Select the template you want. If you select a chart, a second list box opens with each chart sub-type related to the chart type you chose in the original list box. Click the chart sub-type you want to display in the report. 4. Click Apply. Depending on the template you selected, one or more fields appear in the Report Definition pane. If you select a... horizontal table vertical table crosstab form the following field(s) appear... columns rows columns, rows, and a body rows 56 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

57 Displaying data in tables Allocating data to tables 5 If you select a... 2D chart 3D chart pie chart radar chart the following field(s) appear... X-axis, Y-axis X-axis, Y-axis, and optionally a Z- Axis X-axis, Y-axis X-axis, Y-axis, and optionally a Z- Axis Once you have selected a template, you need to allocate each object to he rows and columns of a table or to the different axes of a chart. To add an object to a table 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. The name of the selected report appears in the Current report drop-down list box. The objects included in the document are listed in the Result Objects pane. The selected report may contain some or all of the objects in the document. 2. Leave the displayed report selected, or Select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. 3. Drag an object from the Result Objects pane and drop the object onto the Column, Row, Body, or Section of your choice, or click the radio button at the top of a Column, Row, or Body pane, and then in the Result Objects pane either double-click the object you want to add or click the >> button. The object appears in the selected area on the table Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 57

58 Displaying data in tables 5 Allocating data to tables 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. To remove an object from a table 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. The name of the selected report appears in the Current report drop-down list box. The objects included in the document are listed in the Result Objects pane. The selected report may contain some or all of the objects in the document. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the table appear positioned in the different areas of the report. 3. Drag an object from the Column, Row, or Body pane you want to modify, and then drop the object onto the Result Objects pane, or click the radio button at the top of a Column, Row, or Body pane, and then in the Result Objects pane either click the << button or Delete. The object is removed from the table. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. To reposition an object on a table 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. The name of the selected report appears in the Current report drop-down list box. 58 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

59 Displaying data in tables Allocating data to tables 5 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the report appear in the different areas of the table. 3. Drag an object from the Column, Row, or Body pane you want to move it from, and then drop the object onto the Column, Row, or Body pane where you want to move it. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. To reorder the columns or rows on a table 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the report appear in the different areas of the table. 3. In a Column, Row, or Body pane, drag the object you want to move above or below another object in the pane, or click the radio button next to the Column, Row, or Body pane that contains the objects you want to reorder. 4. Click the object you want to move, then click an arrow located to the right of the selected pane. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 59

60 Displaying data in tables 5 To position a block on a report If an a... vertical table horizontal table crosstab you want to move an object... to a column before another object, to a column after another object, to a row above another object, to a row below another object, to a column before another object, to a column after another object, to a row above another object, to a row below another object, in the body before another object, in the body after another object, then click... the Move Left arrow. the Move Right arrow. the Move Up arrow. the Move Down arrow. the Move Up arrow. the Move Down arrow the Move Left arrow. the Move Right arrow. the Move Left arrow. the Move Right arrow. The objects appear in the new order. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. To position a block on a report You can position blocks on reports. 60 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

61 Displaying data in tables Formatting options for vertical and horizontal tables 5 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. The options for positioning the block, are named according to whether the block in the report is a table, crosstab, chart, or form. 4. In the Position text box, type the distance you want to position the block from the left of the report margin. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. The measurement unit used for the position is specified in your locale. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the position you specified to the report block. Formatting options for vertical and horizontal tables The following custom formatting options are available for vertical and horizontal tables: font style, color, and alignment of the cell values width and height of columns and rows background color for columns and rows, or for the entire table border color and thickness around the cells in specific columns and rows number and currency format for cell values displaying numeric or date/time data Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 61

62 Displaying data in tables 5 Formatting options for crosstabs To format a table 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the table. 3. To select the area of the table you want to format, click Columns, Rows, or Body on the Result Preview pane. 4. Click the object corresponding to the data you want to format. For example, if you want to format how the Sales revenue results display on the table columns, click the [Sales revenue] object. 5. Specify the custom formatting options you want to apply. 6. If you want to apply the formatting changes to all the objects in the selected column, row, or body click Apply All. 7. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. Formatting options for crosstabs The following custom formatting options are available for crosstabs: font style, color, and alignment of the cell values width and height of columns and rows background color for columns and rows, or for the entire crosstab border color and thickness around the cells in specific columns and rows number and currency format for cell values displaying numeric or date/time data 62 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

63 Displaying data in tables Formatting options for crosstabs 5 To format a crosstab 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the crosstab. 3. To select the area of the crosstab that you want to format, click Columns, Rows, or Body on the Result Preview pane. The object(s) included on the selected part of the crosstab appear on the pane to the right of the Result Preview pane. Each object represents a type of data included on the selected columns, rows, or body. 4. Click the object corresponding to the data you want to format. For example, if you want to format how the values of each quarter (Q1, Q2, and so on) display on the crosstab columns, click the [Quarter] object. 5. Specify the custom formatting options you want to apply. 6. If you want to apply the formatting changes to all the objects in the selected column, row, or body click Apply All. 7. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. To display headers in a crosstab You can show or hide headers on crosstabs. Unlike other tables, crosstabs do not automatically display headers with the names of the dimensions, details, and measures they include. You can choose to show or hide headers that display the labels of the dimensions, measures, and details of the cell values. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 63

64 Displaying data in tables 5 Formatting options for crosstabs 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the crosstab. 3. Click the Report area in the Result Preview pane. The Report Format options appear to the right of the Result Preview pane. The show or hide header options appear in the Crosstab section of the options. 4. If you want to display the headers, select the Show object name check box. If you want to hide the headers, unselect the Show object name check box. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. To center column values on a crosstab header Crosstabs with several dimensions on an axes or with several measures in the body do not center repeated values across the column or row. You avoid this by adding breaks and centering duplicate values on each break. 1. With the Properties tab open, select Columns on the Result Preview pane. 2. In the pane to the right of the Result Preview pane, select the object whose values you want to center. 3. Check Break, Remove duplicates, and Center value across break. When you run the report, the repeated values for the selected object appear once and are centered. 64 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

65 Displaying data in tables Formatting options for forms 5 Formatting options for forms The following custom formatting options are available for forms: font style, color, and alignment of the cell values width and height of the title cells and value cells background color for specific title or value cells, or for the entire form border color and thickness around the cells in specific title or value cells number and currency format for cell values displaying numeric or date/time data To format a form 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. To select the area of the form that you want to format, click Title or Value area in the Result Preview pane. The object(s) included on the selected part of the form appear on the pane to the right of the Result Preview pane. Each object represents a type of data included on the selected title or values. 4. Click the object corresponding to the data you want to format. For example, if you want to format how the store name appears on the title cells of the form, click the [Store name] object. 5. Specify the custom formatting options you want to apply. 6. If you want to apply the formatting changes to all the objects in the selected title or value click Apply All. 7. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 65

66 Displaying data in tables 5 Formatting options for forms 66 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

67 Organizing data with sections, breaks and sorts 6

68 Organizing data with sections, breaks and sorts 6 Organizing the data in reports Organizing the data in reports You can make your reports easy to view and analyze by adding sections, breaks, sorts and calculations on the Properties tab. Grouping information with sections Sections allow you to split report information into smaller, more comprehensible parts. Example: Grouping quarterly revenue results into sections on a report You are the regional sales manager in Texas. You receive a report showing 2003 annual revenue for stores in your region, broken down by cities and quarters. City Austin Austin Austin Austin Dallas Dallas Dallas Dallas Houston Houston Houston Quarter Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Sales revenue Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

69 Organizing data with sections, breaks and sorts Grouping information with sections 6 City Houston Quarter Q4 Sales revenue To make a comparison of the results for each city per quarter, you set [Quarter] as a section value. The report is broken up into four separate sections by quarter. Q1 City Austin Dallas Houston Sales revenue Q2 City Austin Dallas Houston Sales revenue Q3 City Austin Dallas Houston Sales revenue Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 69

70 Organizing data with sections, breaks and sorts 6 Grouping information with sections Q4 City Austin Dallas Houston Sales revenue You can create a single section or include multiple sections with subsections in a report. You can also remove and reposition sections within a report. You can create a section from one of two sources: on a dimension already displayed on a table or chart on a dimension included in the document but not displayed on a table or chart You cannot create a section with a measure object. To create a section on a report 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the document appear in the Result Objects pane. 3. Drag the object on which you want to create a section onto the Sections pane, or click the radio button next to Sections, then select the object on which you want to create the section, and then finally either double-click the object or click the >> button. The object appears in the Sections pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. 70 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

71 Organizing data with sections, breaks and sorts Grouping information with sections 6 Web Intelligence displays the results organized into the sections you specified, and each section cell displays one of the values returned by the object you selected for the section. To create a subsection on a report You can add subsections within sections in a Web Intelligence report. When you create a subsection, it sub-divides the information below the existing section. 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in your query appear in the Result Objects pane. Any dimensions or details that you have set as sections appear in the Sections pane. 3. Drag the object on which you want to create a subsection onto the Sections pane and drop the object to the right of the existing section; or click the radio button next to Sections, then select the object on which you want to create the subsection, and then finally either double-click the object or click the >> button. The object appears to the right of any existing sections in the Sections pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. The report displays organized in sections and subsections as you specified. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 71

72 Organizing data with sections, breaks and sorts 6 Grouping information with sections To change the order of sections on a report You can change the order in which sections appear on a report. When you view report results in InfoView, subsections appear below the section(s) they detail. When you edit a report using the HTML Report Panel, however, subsections appear to the right of the sections they detail. 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The dimensions or details set as sections appear in the Sections pane. From left to right: the highest-level section is the first section on the Sections pane; the lowest-level section is the last section on the Sections pane. 3. In the Sections pane, drag the object you want to move to the left or right of another section; or click the radio button next to the Sections pane, then select dimension or detail you want to move, and then either click the Move Up arrow or the Move Down arrow to the right of the Sections pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the results with the sections reordered, as you specified. To remove a section from a report You can remove any section you have previously added to your report. When you remove a section, the report data that was split out according to the different values for the section is regrouped into a single table or chart. For example, if you remove a section on [Year] the modified report will display the data for all years in a single table or chart. 72 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

73 Organizing data with sections, breaks and sorts Grouping information with sections 6 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in your query appear in the Result Objects pane. Any dimensions or details that you have set as sections appear in the Sections box of the Report Definition pane. 3. Drag the object you want to remove from the Sections pane and drop the object onto the Result Objects pane; or click the radio button next to the Sections pane, then select the dimension or detail you want to remove from the Sections pane, and then either press Delete or click the << button. The dimension or detail no longer appears in the Report Definition pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the results without the sections you removed. To format a section You can format report sections. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. Click Section(s) on the Result Preview pane. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 73

74 Organizing data with sections, breaks and sorts 6 Grouping information with sections 4. To select the section you want to format, click on the object on which the section is based. The selected section becomes more darkly shaded. 5. Set the formatting options for the section. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. To format a section cell You can format section cells. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. Click Section Cell(s) on the Result Preview pane. 4. To select the section cell you want to format, click the object on which the section is based. The selected object becomes more darkly shaded, and the section cell formatting options appear. 5. Set the formatting options you want for the selected cell. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the section cell(s) with the format(s) you specified. To set the page layout for a section You can set the page layout of sections. 74 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

75 Organizing data with sections, breaks and sorts Sorting the results displayed on reports 6 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. Click Sections on the Result Preview pane. The objects on which there are sections, appear in the pane to the right of the Result Preview pane. 4. To select the section for which you want to set page layout, click an object. 5. In the Others section select the appropriate options. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the properties to the selected section(s). Sorting the results displayed on reports You can apply sorts to the values displayed in tables and sections to organize the order in which values are displayed in a report. The following sort orders are available: Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 75

76 Organizing data with sections, breaks and sorts 6 Sorting the results displayed on reports Sort order Description Default This is sometimes referred to as the natural order. Depending on the type of data in the column or row, the results are sorted as follows: ascending numeric order for numeric data ascending chronological order for date Chronological order for months alphabetical order for alphanumeric data Ascending When selected, results are arranged in ascending order: The smallest value at the top of the column moving to the highest value at the bottom. For example: 100, 200, 300 or California, Colorado, Florida. Descending When selected, results are arranged in descending order: The highest value at the top of the column moving to the smallest value at the bottom. For example: 300, 200, 100 or Florida, Colorado, California. Custom (available in the Java Report Panel) You define your own sort order. Sorting data in tables You can apply one or multiple sorts to a table and then prioritize the order of the different sorts applied to the table. You can apply sorts to any 76 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

77 Organizing data with sections, breaks and sorts Sorting the results displayed on reports 6 dimensions, measures, or details displayed on a table. Sorting dimensions and details helps you organize results chronologically, while sorting measures helps you see highest or lowest results at a glance. How the sorts are applied depends on whether the table includes a break. When you apply a sort to a table without breaks, the sort is applied to the selected row or column for the entire table. However, when you apply a sort to a table with breaks, the sort is applied to each break in the table. In the example illustrated here, a descending sort is applied to Sales revenue: In the second table with breaks on the Year and Quarter column, the Sales revenue column is sorted from highest to lowest results in each break: Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 77

78 Organizing data with sections, breaks and sorts 6 Sorting the results displayed on reports When you insert a break on a table, an ascending sort is added to the object you selected. You can change the sort order for each break. To sort values on a table 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. 78 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

79 Organizing data with sections, breaks and sorts Sorting the results displayed on reports 6 The Result Preview pane displays the structure of the block on the report (a table, crosstab, or form). 3. On the Result Preview pane, click the part of the block you want to sort. If you are working with a table or crosstab you can select the columns, or rows, or body. If you are working with a form you can select the title or value. The objects on the selected part of the block are listed in the Select an object to add/change/remove a property pane. 4. Select the object you want to sort. For example if you want to sort the sales revenue values so that the results display from the highest to lowest results, select [Sales revenue]. The selected object is shaded a darker color than the other objects. 5. In the Sort section of the properties options, select the sort order you want to apply to the selected object. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the sort to the selected column, row, or break. To prioritize multiple sorts on a table 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the block on the report (a table, crosstab, or form). The pane to the right of the Result Preview pane displays the objects on the selected part of the block. 3. Click the Break and Sort Priority box on the Result Preview pane. The objects that have a sort applied to them appear in the Sort Priority pane. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 79

80 Organizing data with sections, breaks and sorts 6 Sorting the results displayed on reports 4. Select the object you want to move up or down the sort order. 5. Drag the object to a higher or lower position on the list, or Ccick the Move Up or Move Down arrow next to the Sort Priority pane You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the new sort order to the table. Applying sorts to sections A section contains two elements: the section cell contains a value for a selected dimension or detail the section contains a block (table, chart, or form) displaying data grouped according to the value in the section cell When you apply a sort to a section, you sort the values displayed in the section cells for that section. For example, if you apply a descending sort on the Year section in the above report, the first section cell and table will display data for 2002 and the next section cell and table will display data for To sort values in a section 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. 3. Click the Section box in the Result Preview pane. 4. Select a sort option radio button next to Sort. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the sort to the results displayed in the report. 80 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

81 Organizing data with sections, breaks and sorts Sorting the results displayed on reports 6 Using breaks Breaks defined A break is a division within a block in which data is grouped according to a selected dimension, detail, or measure into self contained sections. These sections are represented as smaller tables within the same block of data. You use breaks to display all the data for each unique value of an object in separate parts. Using breaks has two main advantages: You can more efficiently organize how your data is represented. You can display subtotals. Breaks compared to sections A section breaks up the data into multiple free-standing cells called section headers. Each section header contains one value for a dimension, with a block of data that corresponds to the dimension value. A break divides the data up within one block. One column contains the values for a dimension, detail, or measure, which are repeated for each other row of values in the block. Default sort order in breaks When you insert a break on an object, the values for the object are automatically sorted in ascending order as follows: If the values are numeric, the lowest value appears in the first row of the table, the highest in the last row. If the values are alphabetical characters, then the values are sorted in alphabetical order from top to bottom. You can change this sort order at any time. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 81

82 Organizing data with sections, breaks and sorts 6 Sorting the results displayed on reports You can set multiple breaks and set a sort priority on each break, so that you control how the data is displayed when you insert multiple breaks across several dimensions details, or measures. To insert a break 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report block. (A block is a table, form, or chart). 3. On the Result Preview pane, click the part of the block on which you want to apply or remove a break. If you are working with a table or crosstab you can select the columns, or rows, or body. If you are working with a form you can select the title or value. 4. Select the object on which you want to apply or remove the break. For example, if you want to break up the table values for each quarter, select [Quarter]. 5. The next step depends on whether you want to apply or remove a break. If you want to apply a break, select the Break check box. If you want to remove a break, unselect the Break check box. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Break properties You can define the following properties for a break: 82 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

83 Organizing data with sections, breaks and sorts Sorting the results displayed on reports 6 Break property Show Break Header Show Break Footer Remove Duplicates Start on new page Description When selected, a header is displayed for each break. When selected, a footer is displayed for each break. When selected, a break is only inserted for each unique value of the selected break object. Each break starts on a new page. To set break properties 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report block. (A block is a table, form, or chart). 3. On the Result Preview pane, click the part of the block on which you want to apply or remove a break. 4. Select the break whose properties you want to set. 5. Select or clear break properties check boxes as required. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 83

84 Organizing data with sections, breaks and sorts 6 Sorting the results displayed on reports 84 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

85 Displaying data in charts 7

86 Displaying data in charts 7 Chart types in Web Intelligence Chart types in Web Intelligence A Web Intelligence report displays results in a block. You can format the block as a specific type of chart. Bar charts Bar charts display data in bar form, either vertically or horizontally. Bar charts are useful if you want to compare similar groups of data; for example one time period to another. There are five types of bar charts: grouped, bar and line, stacked, percent, and 3D. 2D bar charts include the optional Z-Axis. Including data on the Z-Axis enables you to show an additional break down of the results displayed on the chart bars. 3D bar charts do not include an axis legend. You can clearly see what information is displayed on the chart bars by looking at the axis labels. Line charts Line charts connect specific data values with lines, either horizontally or vertically. Line charts are useful if you want to show trends or changes in data over time. There are five types of line charts: mixed, stacked, percent, 3D, and 3D surface. 86 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

87 Displaying data in charts Chart types in Web Intelligence 7 Area charts Area charts are line charts in which the area between the lines and axis are filled in. Area charts are useful if you want to emphasize the size of the total data in a report, as opposed to the changes in the data. You may not want to use an area chart if you have a sharp contrast between specific data points. Use a line chart instead. You can use more than one measure object on the Y-axis as long as the measures are of the same type and scale; for example, Number of Guests, and Future Guests. There are five types of area charts: absolute, stacked, percent, 3D area, and 3D surface. Pie charts Pie charts display data as segments of a whole. Pie charts are useful if you want to show how each part of your report data contributes to the total. Pie charts have a single axis displayed on the body of the pie. This is the Y-Axis. Each segment of the pie chart displays a value for the measure on the Y-Axis. The pie chart legend indicates the dimension on the X-Axis. You can only include one measure object in a pie chart. If you have several measures in your report, you should choose another chart type. There are four types of pie charts: pie, 3D pie, ring, 3D ring. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 87

88 Displaying data in charts 7 Chart types in Web Intelligence Radar, polar and scatter charts In radar charts, the X- and Y-axis connect at the chart s center. Radar charts are useful if you want to look at several different factors related to one item. For example, you could use a radar chart to display revenue data for different services within a hotel. On one axis, you could display revenue for the rooms. On another you could display revenue for the restaurant, and so on. Scatter charts are similar to line graphs, except that the data points are plotted without a line connecting them. Scatter charts are useful if you want to make a comparison between specific data points. There are four types of radar, polar, and scatter charts: radar line, stacked radar, polar, and scatter. 3D charts 3D charts include three axes: the Y-Axis always displays values for measures (such as sales totals, margins, quantities and so on); the X- and Z-Axis display values for dimensions (that is, key indicators, such as time, geography, service lines, and so on). In the 3d bar chart displayed below, the chart bars display sales revenue per quarter, per year. The [Sales revenue] measure is on the Y-Axis, the [Quarter] dimension is on the X-Axis, and the [Year] dimension is on the Z-Axis 88 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

89 Displaying data in charts Chart types in Web Intelligence 7 The same data can be displayed in a 2D bar chart. Related Topics 2D charts 2D charts The 2D bar chart below includes an optional Z-Axis with the values for quarter. Including data on the Z-Axis enables you to show an additional break down of the results displayed on the chart bars. The [Sales revenue] measure is on the Y-Axis, the [Year] dimension is on the X-Axis, and the [Quarter] dimension is on the Z-Axis. Notice that because the Z-Axis cannot be represented graphically on a 2D chart, the legend provides the information for the Z-Axis values. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 89

90 Displaying data in charts 7 To select a table or chart template The same data can be displayed in a 3D bar chart. Related Topics 3D charts To select a table or chart template 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. In the Report Definition pane, click the drop-down arrow next to the list box. The available templates are listed. 3. Select the template you want. If you select a chart, a second list box opens with each chart sub-type related to the chart type you chose in the original list box. Click the chart sub-type you want to display in the report. 4. Click Apply. Depending on the template you selected, one or more fields appear in the Report Definition pane. 90 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

91 Displaying data in charts Allocating data to charts 7 If you select a... horizontal table vertical table crosstab form 2D chart 3D chart pie chart radar chart the following field(s) appear... columns rows columns, rows, and a body rows X-axis, Y-axis X-axis, Y-axis, and optionally a Z- Axis X-axis, Y-axis X-axis, Y-axis, and optionally a Z- Axis Once you have selected a template, you need to allocate each object to he rows and columns of a table or to the different axes of a chart. Allocating data to charts Charts can have two or three axes. To add data to charts, you allocate dimension and measure objects to the axes. Measure objects are always plotted on the Y-axis, while dimension and detail objects can be plotted on the X- or Z-axis You can allocate dimensions, details, or measures to the chart axes. To add objects to chart axes 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 91

92 Displaying data in charts 7 Allocating data to charts 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the document appear in the Result Objects pane. 3. Drag an object from the Result Objects pane and drop the object onto the axis of your choice, or click the radio button at the top of the axis pane where you want to insert the object, and then in the Result Objects pane either double-click the object you want to add or select an object and then click the >> button. The object appears in the appropriate axis pane. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. To reposition objects on a chart axis 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in the chart appear on each chart axis. 3. On one of the chart axis, select the object you want to move, then drag the selected object above or below the other object(s) on the axis; or select the radio button next to the chart axis that contains the object you want to move, then select the object and then click the Move up or Move down arrow located at the right of the Axis pane to move the selected object above or below the other object(s) on the axis. To remove an object from a chart axis 1. Make sure you are in Edit mode, with the HTML Report Panel open, and verify you are on the Report tab. 92 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

93 Displaying data in charts Chart formatting options 7 A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The objects included in your chart appear on the axis. 3. Drag the object you want to remove from one of the chart axes and drop the object onto the Result Objects pane, or click the radio button at the top of the axis from which you want to remove the object, and then either press the Delete key or click the << button. The object no longer appears on the axis. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Chart formatting options You can personalize the formatting properties of the following areas on a chart: chart size, background, and border choose a color and a border line size data show or hide the data values and format the font size, style, and color legend format the legend text and define a background and border style chart axes format the values and labels, and define the axis scale and marker frequency number format select a number format for numbers, currency, time, or dates Formatting options for 2D bar charts 2D charts include an optional axis legend that lists the values displayed on the bars or lines. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 93

94 Displaying data in charts 7 Chart formatting options In example illustrated here, a 2D bar chart includes the optional Z-axis. Including data on the Z-axis enables you to show an additional break down of the results displayed on the chart bars. The [Sales revenue] measure is on the Y-axis, the [Year] dimension is on the X-axis, and the [Quarter] dimension is on the Z-axis. Formatting options for 3D charts 3D bar charts do not include an axis legend. You can clearly see what information is displayed on the chart bars by looking at the axis labels. The following example shows a 3D bar chart. 94 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

95 Displaying data in charts Chart formatting options 7 In the example illustrated here, the chart bars display sales revenue per quarter, per year. The [Sales revenue] measure is on the Y-axis, the [Quarter] dimension is on the X-axis, and the [Year] dimension is on the Z-axis. Formatting options for pie charts Pie charts have a single axis displayed on the body of the pie. This is the Y-axis. Each segment of the pie chart displays a value for the measure on the Y-axis. The pie chart legend indicates the dimension referred to by the measure. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 95

96 Displaying data in charts 7 Chart formatting options In the example illustrated here, the 3D pie chart shows sales revenue per year. The measure on the Y-axis is [Sales revenue] and the dimension displayed on the legend is [Year]. Like 2D pie charts, 3D pie charts display measures for a single dimension. The graphical design of 3D pie charts, however, gives a three dimensional appearance. To change the chart size 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, select the data area of the chart. The Chart Format options for chart data, appear to the right of the Result Preview pane. 4. In the Size section, type the measurement value(s) you want for the chart width and chart height into the Width and Height text boxes. 96 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

97 Displaying data in charts Chart formatting options 7 The measurement unit used for the position (for example, inches or centimeters) is specified in your locale. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. To format the chart background and border 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, select the data area of the chart. The Chart Format options for chart data, appear to the right of the Result Preview pane. 4. In the Background section of the options, click the arrow next to the Color list box, then select a color from the drop-down list or select No Fill to remove a background color from the chart. 5. In the Border section of the options, click the arrow next to the Color list box, then select a color from the drop-down list. 6. Click the arrow next to the Size list box, then select a border size from the drop-down list or select None to remove a border from the chart. 7. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. Displaying data values The data in charts is displayed in the bars, lines, segments, or markers on the chart body. By default, Web Intelligence displays the data on the chart Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 97

98 Displaying data in charts 7 Chart formatting options graphically, but hides the values. You can opt to show the values on the chart body and then define how the values are formatted. Showing the data values is particularly useful for pie charts because, unlike bar, line, and scatter charts, pie charts have no axis scale. The following illustration shows two versions of the same 3D pie chart. The first version has the data values hidden. The second version has the data values shown. 98 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

99 Displaying data in charts Chart formatting options 7 On pie charts, you can also show the data values as percentages. To show and format data values 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, select the data area of the chart. The Chart Format options for chart data, appear to the right of the Result Preview pane. If chart is a pie chart, the option Show in percentage Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 99

100 Displaying data in charts 7 Chart formatting options appears. This option to display chart values as percentages is not available for other chart types. 4. To show the data values on the chart, select Show data values. To hide the data values on the chart, unselect Show data values. 5. If the selected chart is a pie chart and you want to display the data values as percentages, select Show in percentage. 6. Click the arrows on the list boxes next to Font to select the font style, size, and color from the drop-down lists, and either select or unselect the Underline check box as appropriate. 7. Click the arrow on the list box next to Color to select a color for the values. 8. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. To format the chart legend 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Legend. The Legend Format options appear to the right of the Result Preview pane. 4. In the Text section, format the text font style, size, color, by clicking the arrows next to the Font and Color list boxes and selecting the formats from the drop-down lists. 5. To wrap, underline, or strikethrough text select the appropriate check boxes. 6. In the Background section of the options, click the arrow next to the Color list box, then select a color from the drop-down list or select White to remove a background color from the legend. 100 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

101 Displaying data in charts Chart formatting options 7 7. In the Border section of the options, click the arrow next to the Color list box, then select a color from the drop-down list. 8. Click the arrow next to the Size list box, then select a border size from the drop-down list or select None to remove a border from the legend. 9. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. Formatting chart axes To format axis values 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis. The Axis Format options for the selected axis appear to the right of the Result Preview pane. 4. In the Value section, format the text font style, size, color, by clicking the arrows next to the Font and Color list boxes and selecting the formats from the drop-down lists. 5. If you want to format X-axis and Z-axis values to display at an angle, click the arrow next to the Orientation list box and select the appropriate orientation from the list. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 101

102 Displaying data in charts 7 Chart formatting options To format axis labels 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis. The Axis Format options for the selected axis appear to the right of the Result Preview pane. 4. In the Label section, format the text font style, size, color, by clicking the arrows next to the Font and Color list boxes and selecting the formats from the drop-down lists. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. To format the axis scale 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis. The Axis Format options for the selected axis appear to the right of the Result Preview pane. 102 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

103 Displaying data in charts Chart formatting options 7 4. Select the appropriate options. If you want to... Show the axis values, Display the values at an automatic frequency depending on the number of values along the axis, Set the frequency at which values display on the axis, then select... select Axis Value. select Auto Frequency. unselect Auto Frequency and then type a number into the frequency text box. (For example, if you want the values to display on the axis in units of 100, then type 100?). select Auto Scale in the chart Properties tab. After enabling the autoscale Y-axis, the minimum and maximum range of values set for a document initially is not displayed. To Auto-scale Y-axis, Web Intelligence enables you to auto scale Y-axis by calculating the nearest value for the maximum and minimum range of values set for each chart block in a given report. Auto scale Y- axis is applicable for all kinds of charts, except the piechart. Display the axis scale as a logarithmic scale (Web Intelligence recalculates the values as powers of ten, based on the range of data plotted on the chart), select Logarithmic Scale. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 103

104 Displaying data in charts 7 Chart formatting options To select a number format for axis values 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the form. 3. On the Result Preview pane, click Y-axis, X-axis, or Z-axis. The Axis Format options for the selected axis appear to the right of the Result Preview pane. 4. Click the arrow next to the Number format list box, and then select the appropriate format from the drop-down list. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the formatting changes to the report results. 104 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

105 Filtering the values displayed in reports 8

106 Filtering the values displayed in reports 8 To create a report filter You can filter the displayed values in reports to focus your analysis on specific values that interest you. For example, you can define filters so that the report only displays values for specific customer or sales period. You use the Report Filters tab to create report filters. To create a report filter 1. In the Result Objects pane, double-click the object you want to filter or select the object then click >>. The filtered object appears in the Report Filters pane. 2. Click the drop-down arrow next to the list box to view the list of operators and select the operator for the filter. 3. Click OK. Web Intelligence adds the filter to the list of filters in the Report Filters pane. You can create more filters on other objects, and then combine them using And or Or. 106 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

107 Report filter operators 9

108 Report filter operators 9 Equal To operator Equal To operator Use the Equal to operator to obtain data equal to a value. For example, to return data for the US only, create the filter "County Equal To US". Not Equal To operator Use the Not Equal To operator to obtain data not equal to a value. For example, to return data for all countries except the US create the filter "County Not Equal To US". Different From operator Use the Different From operator to retrieve data different from a value. For example, to retrieve data for all quarters execpt Q4, create the filter [Quarter] Different From "Q4" Greater Than operator Use the Greater Than operator to retrieve data greater than a value. For example, to retrieve data for customers aged over 60, create the filter "[Customer Age] Greater than 60". Greater Than Or Equal To operator Use the Greater Than Or Equal To operator to retrieve data greater than or equal to a value. For example, to retrieve data for revenue starting from $1.5M, create the filter "[Revenue] Greater than or equal to ". 108 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

109 Report filter operators Less Than operator 9 Less Than operator Use the Less Than operator to retrieve data lower than a value. For example, to retrieve data for exam grades lower than 40, create the filter "[Exam Grade] Less Than 40". Less Than Or Equal To operator Use the Less Than Or Equal To operator to retrieve data less than or equal to a value. For example, to retrieve data for customers whose age is 30 or less, create the filter "[Age] Less Than Or Equal To 30". Between operator Use the Between operator to retrieve data between and including two values. For example, to retrieve data for weeks starting at week 25 and finishing at 36 (including week 25 and week 36), create the filter "[Week] Between 25 and 36". Not Between operator Use the Not Between operator to retrieve data outside the range of two values. For example; to retrieve data for all the weeks of the year, except for and not including weeks 25 through 36, create the filter "[Week] Not between 25 and 36". In List operator Use the In List operator to retrieve data corresponding to values in a list of values. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 109

110 Report filter operators 9 Not In List operator For example, to retrieve data for the US, UK and Japan only, create the filter [Country] In List ("US";"UK";"Japan"). Not In List operator Use the Not In List operator to retrieve data that does not correspond to multiple values. For example, if you do not want to retrieve data for the US, UK and Japan, create the filter [Country] Not In ("US";"UK";"Japan"). Is Null operator Use the Is Null operator to retrieve data for which there are no values in the database. For example, to retrieve customers without children (the children column in the database has no value), create the filter [Children] Is Null. Is Not Null operator Use the Is Not Null operator to return data for which there is a value in the database. For example, to return customers with children, create the filter [Children] Is not Null. 110 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

111 Formatting reports and report page layout 10

112 Formatting reports and report page layout 10 The Result Preview pane The Result Preview pane The Result Preview pane provides a graphical preview of the structure of the selected report. You select an area of the report on the preview pane to apply your formatting changes. The following illustrations show how the Result Preview pane represents each block type on the report structure. This image shows a preview of a report with a vertical table: This image shows a preview of a report with a horizontal table: 112 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

113 Formatting reports and report page layout The Result Preview pane 10 This image shows a preview of a report with a crosstab: This image shows a preview of a report with a form: Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 113

114 Formatting reports and report page layout 10 The Result Preview pane This image shows a preview of a report with a chart: 114 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

115 Formatting reports and report page layout Defining page size, orientation and margins 10 Defining page size, orientation and margins To select the paper size 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. 4. In the Paper Layout section click the arrow next to the Page size list box, and then select the paper size you want to apply to the report. Web Intelligence allocates pages to reports from left to right first, and then from top to bottom. This means that if a report is wider than the width of the paper size you defined, Web Intelligence inserts page breaks. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the selected paper size to the report. To select the page orientation 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 115

116 Formatting reports and report page layout 10 Defining page size, orientation and margins The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. 4. In the Paper Layout section click the arrow next to the Orientation list box. 5. Select the orientation you want to apply to the report. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence applies the selected orientation to the report page. To set margins 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. 4. In the Margins section, type a measurement for one or more margins. The measurement unit used for the position (for example, inches or centimeters) is specified in your locale. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the report with the page margins you specified. 116 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

117 Formatting reports and report page layout Displaying report titles 10 Displaying report titles To display the report title You can display a title in a report. This is useful if you want to print the report, and distribute it to colleagues. The report title appears at the top of the report page. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. 4. In the Report Title section of the options, select Show report title cell. The Report Title area appears in the Result Preview pane. 5. Click the Report Title area in the Result Preview pane. The Report Title Format options appear to the right of the Result Preview pane. 6. Type the report title into the Enter text here text box. 7. Set the formatting options you want for the report title. 8. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the report title with the formats you chose. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 117

118 Formatting reports and report page layout 10 Formatting page headers and footers Formatting page headers and footers To display or hide a header or footer You can display or hide headers and footers in a report. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. On the Result Preview pane, click Report. You define the page headers and footers in the Headers section of the Report Format options. 4. Show or hide the page headers and footers as appropriate. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence shows or hides the report header as you specified. To specify cell contents for headers and footers You can set the content of headers and footers. 1. Verify that the header or footer you want to format is displayed on the report. 2. Click Page Header or Page Footer on the Result Preview pane. The three cells you can use to display information, in the selected header or footer, appear in the Page Header Format or Page Footer Format pane. 3. Select the cell you want to use to display information. 118 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

119 Formatting reports and report page layout Formatting page headers and footers In the Enter text here pane type the text or special field you want to appear in the selected header or footer cell. The following table provides the special fields you can use: To display... the page number of the current report page, the total number of pages in the current report, the page number of the current report page over the total number of pages in the report text before or after the page number, for example, /50 Page: 1 type... [page] [pages] [page]/[pages] Page: [page] 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. To set the height and background color of headers and footers You can set the height and background color of headers and footers. 1. Make sure the header or footer you want to format is shown on the report. 2. Click Report on the Result Preview pane. You define the height and background color in the Headers section of the Report Format options. 3. Set the height and background color. 4. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 119

120 Formatting reports and report page layout 10 Managing reports To format a page header or footer cell You can format headers and footers. 1. Make sure the header or footer you want to format is shown on the report. 2. Click Page Header or Page Footer on the Result Preview pane. The three cells you can use to display information, in the selected header or footer, appear in the Page Header Format or Page Footer Format pane. 3. Select the cell you want to format. 4. Set the formatting options you want to apply to the selected header or footer. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Web Intelligence displays the report header and footers with the formats you specified. Managing reports To insert a report 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. The name of the selected report appears in the Current report drop-down list. 2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. The name(s) of each report in the document appear here. 3. Click insert. The "Insert Report" dialog box appears. By default, Web Intelligence names the new report Report<number of reports>?. 4. In the Name box, type a new name for the report, or leave the default name. 120 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

121 Formatting reports and report page layout Managing reports Click OK. Web Intelligence inserts the new report at the end of the document. 6. Click Close. The Report tab appears. The selected report is the new, blank report. To move a report You can change the order of reports in a document. This enables you to organize the document appropriately when you add or delete reports. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. The name of the selected report appears in the Current report drop-down list. 2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. 3. Select the report you want to move. The selected report is shaded darker than the other reports. 4. Drag the selected report to a new position in the document. A red line indicates where the moved report will be inserted. 5. Release your cursor. The report appears in the new position. 6. Click Close. The Report tab appears. To rename a report When you create a new report, Web Intelligence names the report Report 1? by default. You can then rename the report to give the report a more meaningful name. If you have several reports, naming each report makes it easier to navigate through the document. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 121

122 Formatting reports and report page layout 10 Managing reports The name of the selected report appears in the Current report drop-down list. 2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. The name(s) of each report in the document appear here. The name(s) of the report(s) in the document appear on the dialog box. 3. Select the report you want to rename. The selected report is shaded darker than the other reports. 4. Click rename. The "Rename Report" dialog box appears 5. In the Name text box delete the existing name and type a new name for the report. 6. Click OK. The new report name appears in the "Manage Reports" dialog box. The report name does not appear in full, if the button for the report is shorter than the name. A ToolTip displays the report name in full. 7. Click Close. The Report tab appears. The selected report is the renamed report. To delete a report Web Intelligence documents contain at least one report. You can delete any additional reports from the document. When you delete a report, all the information the report contains is lost. 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report tab. The name of the selected report appears in the Current report drop-down list. 2. Next to the drop-down list, click the hyperlink on: To manage reports in this document, click here. The "Manage Reports" dialog box appears. 3. Select the report you want to delete. The selected report is shaded darker than the other reports. 122 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

123 Formatting reports and report page layout Formatting hyperlinks Click delete or press the Delete key. A message appears asking you to confirm you want to delete the selected report. 5. Click Yes. The Manage Reports dialog box appears again. The report is deleted from the document. 6. Click Close. The Report tab appears. The selected report is the report before the deleted report. Formatting hyperlinks Some reports contain hyperlinks to web pages or other Web Intelligence documents. You can modify the color of the hyperlinks. The color you select is applied to all of the hyperlinks in the report. Note: You need to use the Java Report Panel to insert hyperlinks into Web Intelligence reports. To format hyperlinks 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report. 3. Click Report on the Result Preview pane. 4. In the Format section of the report options, select a hyperlink color from the drop-down list box. 5. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 123

124 Formatting reports and report page layout 10 Formatting hyperlinks Web Intelligence displays the hyperlinks on the report in the color you selected. 124 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

125 Using standard calculations in reports 11

126 Using standard calculations in reports 11 Standard calculations Standard calculations You can use standard calculation functions to make quick calculations on the data in Web Intelligence reports. The following standard calculations are available: Calculation Sum Count Average Minimum Maximum Percentage Description Calculates the sum of the selected data. Counts all rows for a measure object or count distinct rows for a dimension or detail object. Calculates the average of the data. Displays the minimum value of the selected data. Display the maximum value of the selected data. Displays the selected data as a percentage of the total. The results of the percentage are displayed in an additional column or row of the table. Note: Percentages are calculated for the selected measure compared to the total results for that measure on the table or break. To calculate the percentage of one measure compared to another measure, you need to build a custom calculation. Default Applies the default aggregation function to a standard measure, or the database aggregation function to a smart measure. 126 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

127 Using standard calculations in reports To insert or remove a calculation 11 When you apply a standard calculation to a table column, the calculation result appears in a footer in the column. Web Intelligence adds a footer for the result of each calculation if you apply multiple calculations to the same column. To insert or remove a calculation 1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Properties tab. If the Properties tab is not visible, select the More report options check box. A document can contain multiple reports. The name of the selected report appears in the Current report drop-down list box. 2. Leave the displayed report selected, or select a different report by clicking the arrow next to the Current report drop-down list box, and then select a different report from the list. The Result Preview pane displays the structure of the report block. (The blocks on which you can insert calculations are tables, crosstabs, or forms). 3. On the Result Preview pane, click the part of the block on which you want to insert a calculation. If you are working with a table or crosstab you can select the columns, rows, or body. If you are working with a form you can select the title or value. 4. On the pane to the right of the Result Preview pane, select the object on which you want to insert a calculation. The selected object becomes a darker shade than the other objects. A white check box appears next to the calculations you can insert for the selected object. Calculation check boxes are grayed out, if a calculation cannot be performed with the type of data on the selected object. 5. Select the calculation check box(es) for the calculation(s) you want to insert for the selected object. To remove a calculation, unselect the check box. You can apply other modifications to the document using the tabs on the HTML Report Panel or run the report now to view the results. 6. Click Run, if you are generating the results for the first time, or click Apply, if you have already generated the results once. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 127

128 Using standard calculations in reports 11 To insert or remove a calculation The results of each calculation appear in the footer of the table. If the table includes breaks, the calculation results appear in the break footer. Percentage calculations appear in an additional column or row next to the values they calculate. 128 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

129 Working with documents 12

130 Working with documents 12 To create a Web Intelligence document from InfoView To create a Web Intelligence document from InfoView 1. Click Document List on the InfoView toolbar. 2. Click New > Web Intelligence Document 3. Select the universe on which you want to create the document and click OK. Note: If your InfoView Web Intelligence preferences specify a default universe, this step is omitted and the Web Intelligence query editor opens and displays the objects in the default universe. 4. The Web Intelligence query editor specified in the InfoView Web Intelligence preferences opens and displays the objects in the universe you selected. 5. Build and run the query using the query editor. To open a Web Intelligence document from InfoView 1. Click Document List to show the documents available in InfoView. 2. Navigate to the folder containing your document. 3. Select the document and select Action > View or Action Modify depending on whether you want to view or modify the document. The document opens in the view format or document editing tool selected in your InfoView Web Intelligence options. Related Topics Web Intelligence document creation and viewing options To delete a Web Intelligence document from InfoView 1. From the InfoView home page, navigate to the folder that contains the document you want to delete. 130 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

131 Working with documents Saving documents Select the check box next to the name of the document you want to delete. 3. Click Delete. Saving documents To save a new Web Intelligence document in InfoView 1. With the document open in the Java Report Panel or Web Intelligence HTML, click Save on the main toolbar. The Save Document dialog box opens. 2. Click Folders or Categories to display the repository by folders or by categories. 3. In the Name box, type the name of the document. 4. Click Advanced to display additional document options. 5. In the Description box, type a meaningful description of the document (optional). 6. In the Keywords box, type keywords that you or other users can use to search for the document in the future (optional). 7. Select Refresh on open to refresh the document each time it is opened. 8. Select Permanent Regional Formatting to preserve the document regional formatting with the document. 9. Click OK. The document is saved in InfoView. To save a Web Intelligence document as a PDF file 1. With the document open, click Document > Save to my computer as > PDF (in Web Intelligence HTML), or click the arrow next to Save, then select Save to my computer as, then select PDF (in the Java Report Panel). The File Download dialog box appears. 2. Type a file name or accept the default name displayed. 3. Select Save this file to disk, then click OK. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 131

132 Working with documents 12 Saving documents 4. Select a file location on your computer, then click Save. Web Intelligence saves a copy of your document in Adobe Acrobat PDF format to the location you specified on your computer. To save a Web Intelligence document as an Excel spreadsheet 1. With the document open, click Document > Save to my computer as > Excel (in Web Intelligence HTML) or click the arrow next to Save, then select Save to my computer as, then click Excel (in the Java Report Panel). Note: You can save the current report to Excel format in Web Intelligence HTML by selecting Save report to my computer as > Excel from the menu. The File Download dialog box appears. 2. Type a file name or accept the default name displayed. 3. Select Save this file to disk, then click OK. 4. Select a file location on your computer, then click Save. Web Intelligence saves a copy of your document in Microsoft Excel format to the location you specified on your computer. Each report within the Web Intelligence document converts to a separate Excel worksheet within the Excel file. Some Web Intelligence chart formats do not exist in Excel. These charts are automatically converted to the closest corresponding chart format available in Excel. Web Intelligence starts a new Excel worksheet for each 65K rows of exported data. To save a Web Intelligence document as a CSV file 1. With the document open, click Document on the toolbar above the displayed reports (in Web Intelligence HTML), or click the arrow next to Save (in the Java Report Panel). 132 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

133 Working with documents Saving documents Select Save to my computer as > CSV to save the document with the default options or Save to my computer as > CSV (with options) to choose the options. 3. If you chose CSV (with options), choose the text qualifier, column delimiter and character set in the "Save as CSV - Options" dialog box. 4. Select Set as default values in the "Save as CSV - Options" dialog box if you want the options you chose in the previous step to be the default options when you save to CSV. 5. Click OK to close the "Save as CSV - Options" dialog box. The File Download dialog box appears. 6. Select Save this file to disk, then click OK. 7. Type a file name or accept the default name displayed. 8. Select a file location on your computer, then click Save. Web Intelligence saves a copy of your document in CSV format to the location you specified on your computer. Automatic saving and recovery Saving documents automatically If Web Intelligence is configured for autosave, and if you have the appropriate security rights, Web Intelligence saves your documents automatically in the My Favorites/~Web Intelligence folder as you work. Web Intelligence uses the document name prefixed by the document ID and followed by the autosaved document ID to name autosaved documents. (If the document ID is -1, the document was not saved before being autosaved.) Note: Web Intelligence Rich Client does not save documents automatically. Web Intelligence saves documents at a regular interval, which is defined in the CMC. This interval is reset each time you save a document manually, and each time Web Intelligence saves a document automatically. Web Intelligence also deletes the autosaved document when you save a document manually. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 133

134 Working with documents 12 Saving documents In addition to regular autosaving, Web Intelligence saves documents when your Web Intelligence session times out. Note: If you lose a Web Intelligence document before you can save it, check the folder immediately for the autosaved version. The My Favorites/~Web Intelligence folder is not a permanent storage location for autosaved documents. For more information on the settings and security rights that impact automatic saving, see the documentation for the Central Management Console. Related Topics How Web Intelligence manages autosaved documents Recovering autosaved documents Recovering autosaved documents If your session times out while you are working on a document, Web Intelligence automatically saves the document in the My Favorites/~Web Intelligence folder and displays a dialog box explaining that the session has ended. If you select Restore on the dialog box, Web Intelligence launches a new session and re-opens the autosaved document. The next time you save the document manually, Web Intelligence saves it in its original folder. If you select Close, you are redirected to the InfoView home page. The autosaved document is available in the My Favorites/~Web Intelligence folder. In some cases, Web Intelligence cannot link to the autosaved document after a server timeout or connection loss. In this case Web Intelligence does not offer you the option to restore the autosaved document. You must check the My Favorites/~Web Intelligence folder immediately for your autosaved document. Web Intelligence regularly deletes documents from the folder based on the autosave settings. Related Topics Saving documents automatically How Web Intelligence manages autosaved documents 134 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

135 Working with documents Printing Web Intelligence documents 12 How Web Intelligence manages autosaved documents Web Intelligence saves documents automatically in the My Favorites/~Web Intelligence folder. Whenever you save a document manually, Web Intelligence also updates the autosaved document with the changes. As a general rule, Web Intelligence handles autosaving transparently and you do not access autosaved documents directly. You need to access them directly when your Web Intelligence session timed out, and Web Intelligence was unable to reopen your autosaved document. Note: If you need to access an autosaved document directly, check the My Favorites/~Web Intelligence folder immediately. This folder is not a permanent storage location for autosaved documents. The My Favorites/~Web Intelligence folder has a maximum size limit, which is set in the CMC. When the total size of the documents in the folder exceeds this limit, Web Intelligence deletes as many of the oldest documents in the folder as necessary to make way for the latest document. Web Intelligence also deletes all documents from the folder at a defined interval, which is set in the CMC. If you navigate away from your Web Intelligence document in your browser without saving the document, the document is lost and Web Intelligence clears the contents of the My Favorites/~Web Intelligence folder. Related Topics Saving documents automatically Recovering autosaved documents Printing Web Intelligence documents You print Web Intelligence documents report-by-report. You can print one or multiple reports from a single document. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 135

136 Working with documents 12 Web Intelligence document properties Web Intelligence prints reports from left to right, and then top to bottom. If a report is wider than the width of the paper size defined in the Report Page Layout, Web Intelligence inserts page breaks for the printout. The paper size and page orientation for printing can be different from the paper size and page orientation set for the reports when you view them in the Java Report Panel or Web Intelligence Rich Client. This enables users using different printers to specify the appropriate layout when they print. Web Intelligence prints documents directly in the Java Report Panel and Web Intelligence Rich Client. Web Intelligence HTML exports the document to PDF file that you can then print. To print a Web Intelligence report 1. With the document open, click the arrow next to the View button on the main toolbar above the report. 2. Click PDF Mode. 3. Print the document by using the Acrobat Reader Print command. Web Intelligence document properties The following table lists the Web Intelligence document properties that you can view and/or set: Property Title Author Description Keywords Last refresh date Description The name of the document in InfoView. The creator of the document. Optional information that describes the document. Optional keywords that can be used to search for the document in InfoView. Informs you when the results were last refreshed with the latest data from the database. 136 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

137 Working with documents Web Intelligence document properties 12 Property Duration of the previous refresh Locale Version Previous version Enhanced viewing mode Description Informs you how long it took for Web Intelligence to retrieve the data from the database the last time the results were refreshed. Tells you the formatting locale of the document. Tells you the version of Web Intelligence software used to create the document. If the document was upgraded from a previous version of Web Intelligence software, the Web Intelligence version used to create the original document appears here When this option is checked, the appearance of reports is optimized for onscreen viewing. When this option is checked, Web Intelligence automatically refreshes the results in reports with the latest data from the database each time the document is opened. Refresh on Open Use query drill When Refresh on open is selected, data tracking does not display the difference between the data prior to the refresh and the data after the refresh. Web Intelligence treats the data after the refresh as new data because the refresh purges the document. When this option is checked, Web Intelligence drills in query drill mode. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 137

138 Working with documents 12 Web Intelligence document properties Property Description When this option is checked, Web Intelligence automatically merges dimensions with the same name and from the same universe. You see the merged dimension in the list of available objects with the dimensions merged within it below. Auto-merge dimensions Merged dimensions are the Web Intelligence mechanism for synchronizing data from different data providers. Uncheck Auto-merge dimensions to set Web Intelligence to not to merge dimensions automatically even if the auto-merge dimensions criteria exits. Permanent regional formatting Enable Query Stripping When this option is checked, the document always behaves according to the format locale with which it was saved. At Document level property, Query Stripping can be enabled or disabled by all the users of Web Intelligence to change the report objects for analysis. Query Stripping at document level property is disabled by default. Query Stripping is enabled at the document level property only if it is enable at the query level property. This feature is applicable only for OLAP database users. In a Query Stripping enabled document, if a query filter is used on a Measure object, Web Intelligence does not strip the objects. 138 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

139 Working with documents Web Intelligence document properties 12 To view and set Web Intelligence document properties 1. With a Web Intelligence document open, click the arrow next to Document on the main toolbar above the report. 2. Select Properties. The Document Properties dialog box appears. 3. Set the properties as appropriate. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 139

140 Working with documents 12 Web Intelligence document properties 140 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

141 More Information A

142 A More Information Information Resource SAP BusinessObjects product information Location Select > SAP BusinessObjects. SAP Help Portal You can access the most up-to-date documentation covering all SAP BusinessObjects products and their deployment at the SAP Help Portal. You can download PDF versions or installable HTML libraries. Certain guides are stored on the SAP Service Marketplace and are not available from the SAP Help Portal. These guides are listed on the Help Portal accompanied by a link to the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. SAP Service Marketplace > Documentation Installation guides: guides Release notes: The SAP Service Marketplace stores certain installation guides, upgrade and migration guides, deployment guides, release notes and Supported Platforms documents. Customers with a maintenance agreement have an authorized user ID to access this site. Contact your customer support representative to obtain an ID. If you are redirected to the SAP Service Marketplace from the SAP Help Portal, use the menu in the navigation pane on the left to locate the category containing the documentation you want to access. Developer resources Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

143 More Information A Information Resource Location SAP BusinessObjects articles on the SAP Community Network These articles were formerly known as technical papers. Notes These notes were formerly known as Knowledge Base articles. Forums on the SAP Community Network Training From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Online customer support The SAP Support Portal contains information about Customer Support programs and services. It also has links to a wide range of technical information and downloads. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. sulting Consulting Consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in topics such as relational and multidimensional databases, connectivity, database design tools, and cus tomized embedding technology. Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 143

144 A More Information 144 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

145 Index 2D bar charts formatting options 93 2D charts 89 3D charts 88, compliance and the HTML Report Panel 16 A Active Server Pages (ASP) and the Java Report Panel 15 adding charts to reports 13 adding formulas to reports 13 adding objects to charts 91 adding objects to queries 34 adding tables to reports 13 aligning charts on reports 60 aligning tables on reports 60 Allow Other Users to Edit All Queries property 38 ambiguous queries 37 And operator 44, 45 applying sorts to sections 80 area charts 87 ascending sort order 75 Auto-Merge Dimensions document option 136 autosaved documents how Web Intelligence manages 135 autosaving documents 133 Average standard calculation 126 B background color setting on chart legends 100 background color (continued) setting on charts 97 setting on footers 119 setting on headers 119 bar charts 86 Between operator 48, 109 blocks aligning on reports 60 synchronizing drill on 25 border color selecting on charts 97 border size selecting on charts 97 borders changing the style of 62, 63, 65 selecting color on chart legends 100 selecting color on charts 97 selecting size on chart legends 100 selecting size on charts 97 Both operator 49 break properties 82 setting 83 breaks centering values across 64 compared to sections 81 default sort order in 81 defined 81 displaying subtotals using 81 effect on sorts 76 inserting in tables 82 organizing data with 81 setting properties of 83 building queries 32 business intelligence and Web Intelligence 12 offline 12 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 145

146 Index business intelligence (continued) over the web 12 C calculations improving performance of 15 standard 126 centering column values in crosstabs 64 centering values across breaks 64 Central Management Console (CMC) and autosaving 133, 135 changing the border style 62, 63, 65 changing the currency format 62, 63, 65 changing the height of charts 96 changing the number format 62, 63, 65 changing the order of prompts 39 changing the order of sections 72 changing the width of charts 96 character strings alphabetical order 81 default sort order on 81 chart axes adding objects to 91 removing objects from 92 repositioning objects on 92 chart templates selecting 55, 56, 90 charts 2D charts 89 3D charts 88, 94 adding objects to 91 adding to reports 13 aligning on reports 60 area charts 87 axis labels 86 axis legend 93 bar charts 86 changing the height of 96 changing the width of 96 displaying axis values on 102 displaying data in 91 charts (continued) displaying values logarithmically on 102 displaying values on 97 formatting data values on 99 formatting font on legends 100 formatting labels on 102 formatting options 93 formatting values on axes 101 limitations when saving as Excel 132 line charts 86 pie charts 87 polar charts 88 radar charts 88 scatter charts 88 selecting background color 97 selecting border color 97 selecting border color of legends 100 selecting border size 97 selecting border size of legends 100 selecting font on legends 100 selecting templates 55, 56, 90 setting frequency of axis value on 102 setting number format on axes 104 showing values as percentages on 99 types of 86 X-Axis 88, 89 Y-Axis 88, 89, 95 Z-Axis 88, 89, 93 choosing a query context 38 classes relationship with objects 33 role of 33 classic measures 34 Clear Contexts query property 42 clearing query contexts 42 CMC and autosaving 133, 135 CMS 12 columns reordering in tables 59 combining query filters Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

147 Index comma-separated values (CSV) saving documents as 132 contexts and universes 38 choosing when running queries 38 clearing 42 defined 38 resetting on refresh 41 Count standard calculation 126 creating custom query filters 44 creating documents 14, 32 creating documents from InfoView 130 creating prompts 46 creating report filters 106 creating subsections in reports 71 crosstabs 53 centering column values in 64 changing the background color of 63 changing the currency format in 63 changing the font style in 63 changing the height of rows in 63 changing the number format in 63 changing the width of columns in 63 displaying headers in 63 formatting 62 hiding headers in 63 CSV saving documents as 132 currency changing the format of 62, 63, 65 custom query filters creating 44 custom scope of analysis level 36 custom sort order 75 D data analyzing 13 comparing in bar charts 86 displaying in charts 91 displaying in crosstabs 53 data (continued) displaying in forms 54 displaying in horizontal tables 52 displaying in tables 56 displaying in vertical tables 52 displaying segments of 87 displaying total amounts of 87 displaying trends over time in 86 displaying using the Document Locale 28 displaying using the Preferred Viewing Locale 28 filtering 13 filtering retrieval of 44 filtering using report filters 106 grouping with sections 68, 70 grouping with subsections 71 interrupting retrieval of 35 sorting 13, 75 data sampling and Query - HTML 42 and the Java Report Panel 42 databases sampling support in 42 default sort order 75 in breaks 81 on character strings 81 on numeric values 81 Default standard calculation 126 default universe 22 deleting documents from InfoView 130 deleting reports 122 descending sort order 75 detail objects defined 33 relationship with dimensions 33 Different From operator 47, 108 Different From Pattern operator 49 dimension objects defined 33 dimensions centering repeated values in crosstabs 64 displaying in crosstabs 53 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 147

148 Index dimensions (continued) sorting on 76 displaying data using the Document Locale 28 displaying data using the Preferred Viewing Locale 28 displaying footers in reports 118 displaying headers in crosstabs 63 displaying headers in reports 118 displaying subtotals using breaks 81 displaying text in footers 118 displaying text in headers 118 displaying titles on reports 117 displaying values at an angle on axes 101 displaying values on chart axes 102 document creation and viewing options 19 Document Locale defined 26, 27 displaying data using 28 document properties auto-merge dimensions 136 enhanced viewing mode 136 permanent regional formatting 136 refresh on open 136 setting 139 use query drill 136 viewing 139 documents creating 32 creating from InfoView 130 deleting from InfoView 130 editing 32 how Web Intelligence manages autosaving 135 inserting reports in 120 navigating 13 opening from InfoView 130 permanently associating locales with 29 printing 13, 135 recovering autosaved documents 134 saving 32 saving as CSV 132 saving as Excel 132 documents (continued) saving as PDF 131 saving automatically 133 saving in InfoView 131 selecting creation and viewing options 19 selecting the default universe for 22 tools for creating and editing 14 viewing 13 drill hiding the drill toolbar 24 setting options 24 snapshots 13 starting 26 starting on duplicate report 26 synchronizing on blocks 25 drill mode and the scope of analysis 35 drill options hide drill toolbar option 24 prompt for additional data option 25 setting 24 start drill on duplicate report option 26 start drill on existing report option 26 start drill session option 26 synchronize drill on report blocks option 25 drill snapshots 13 Drill toolbar hiding 24 drilling on reports 13 duplicate values removing 64 E editing documents 14, 32 Enhanced Viewing Mode document option 136 Equal To operator 47, 108 Excel saving documents as 132 Except operator Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

149 Index F filtering data 13 filters creating report filters 106 report filters 106 selecting a predefined query filter 44 fixed data sampling 42 fonts formatting on chart legends 100 selecting on chart legends 100 footers displaying 118 displaying text in 118 formatting 120 hiding 118 setting the background color of 119 setting the height of 119 formatting crosstabs 62, 63 formatting fonts on chart legends 100 formatting footers 120 formatting forms 65 formatting headers 120 formatting labels on chart axes 102 formatting options for charts 93 formatting section cells 74 formatting sections 73 formatting tables 61, 62 formatting values on chart axes 101 forms 54 changing the background color of 65 changing the currency format in 65 changing the font style in 65 changing the height of rows in 65 changing the number format in 65 changing the width of columns in 65 formatting 65 formulas including in reports 13 free-standing cells and section headers 81 functions GetContentLocale 27 GetLocale 27 GetPreferredViewingLocale 28 G GetContentLocale function 27 GetLocale function 27 GetPreferredViewingLocale function 28 Greater Than operator 47, 108 Greater Than Or Equal To operator 47, 108 grouping data with sections 68 H headers displaying 118 displaying in crosstabs 63 displaying text in 118 formatting 120 hiding 118 hiding in crosstabs 63 setting the background color of 119 setting the height of 119 height changing on charts 96 setting on footers 119 setting on headers 119 hiding footers in reports 118 hiding headers in crosstabs 63 hiding headers in reports 118 hiding the drill toolbar 24 horizontal tables 52 HTML Report Panel and 508 compliance 16 and JSP 16 building and running queries using 32 defined 16 Report Definition pane 55, 56, 90 Report tab 57 selecting as document creation tool 19 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 149

150 Index hyperlinks and the Java Report Panel 123 setting the color of 123 I improving calculation performance 15 In List operator 49, 109 InfoView 12 accessing Web Intelligence from 18 creating documents from 130 deleting documents from 130 logging in to 18 logging out of 19 opening documents from 130 saving documents in 131 selecting document creation and viewing options in 19 selecting the default universe in 22 selecting the document view format in 22 selecting the query editor in 22 selecting universes in 32 setting drill options in 24 setting locale options in 26 setting the Preferred Viewing Locale in 28 setting the Product Locale in 27 inserting breaks in tables 82 inserting reports in documents 120 inserting standard calculations 127 interface locale setting 27 interrupting queries 35 Is Not Null operator 110 Is Null operator 110 J Java Report Panel and data sampling 42 and hyperlinks 123 and the scope of analysis 36 and Web Intelligence Rich Client 15 Java Report Panel (continued) defined 15 selecting as document creation and viewing tool 19 Java Server Pages (JSP) and interactive view format 19 and on-report analysis 13 and Query - HTML 14 and the HTML Report Panel 16 and the Java Report Panel 15 L labels formatting on chart axes 102 Less Than operator 48, 109 Less Than Or Equal To operator 48, 109 line charts 86 lists of values selecting from in prompts 46 locales defined 26 Document Locale 26, 27, 28 permanently associating with documents 29 Preferred Viewing Locale 26, 28 Product Locale 26, 27 logging in to InfoView 18 logging out of InfoView 19 M margins setting the measurements of 116 Matches Pattern operator 49 Max Retrieval Time query property 39 Max Rows Retrieved query property compared to Sample Result Set property 39 Maximum standard calculation 126 measure objects defined 34 measures displaying in crosstabs Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

151 Index measures (continued) restrictions on in pie charts 87 sorting on 76 Minimum standard calculation 126 moving reports 121 N naming reports 120 nesting query filters 45 Not Between operator 48, 109 Not Equal To operator 47, 108 Not In List operator 49, 110 number format selecting for chart axes 104 numbers changing the format of 62, 63, 65 selecting format of for chart values 104 O objects adding to chart axes 91 adding to queries 34 adding to tables 57 classic measure 34 detail 33 dimension 33 measure 34 relationship with classes 33 removing from chart axes 92 removing from queries 34 removing from tables 58 repositioning in charts 92 repositioning in tables 58 smart measure 34 on-report analysis 13 opening documents from InfoView 130 operators And 44, 45 Between 48, 109 Both 49 operators (continued) Different From 47, 108 Different From Pattern 49 Equal To 47, 108 Except 50 Greater Than 47, 108 Greater Than Or Equal To 47, 108 In List 49, 109 Is Not Null 110 Is Null 110 Less Than 48, 109 Less Than Or Equal To 48, 109 Matches Pattern 49 Not Between 48, 109 Not Equal To 47, 108 Not In List 49, 110 Or 44, 45 Or operator 44, 45 organizing data using breaks 81 P page layout setting for sections 74 page numbers displaying on reports 118 page orientation selecting 115 page-to-page navigation 13 paper size selecting 115 PDF saving documents as 131 Percentage standard calculation 126 percentages displaying on charts 99 Permanent Regional Formatting document option 136 pie charts 87 formatting options for 95 polar charts 88 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 151

152 Index Portable Document Format (PDF) 13 saving documents as 131 viewing documents as 19 Preferred Viewing Locale defined 26, 28 setting 28 previewing the structure of reports 112 printing documents 135 printing reports 13, 135, 136 prioritizing sorts 79 Product Locale defined 26, 27 setting 27 prompt operators Between 48, 109 Both 49 Different From 47, 108 Different From Pattern 49 Equal To 47, 108 Except 50 Greater Than 47, 108 Greater Than Or Equal To 47, 108 In List 49, 109 Less Than 48, 109 Less Than Or Equal To 48, 109 Matches Pattern 49 Not Between 48, 109 Not Equal To 47, 108 Not In List 49, 110 prompts changing the order of 39 creating 46 Properties tab 68 Q queries adding objects to 34 Allow Users to Edit All Queries property 38 ambiguous queries 37 and query contexts 37 building and running 32 queries (continued) building with Query - HTML 14 changing prompt order in 39 choosing contexts when running 38 Clear Contexts property 42 filtering data selection in 44 interrupting 35 Max Retrieval Time property 39 query contexts defined 38 removing 35 removing objects from 34 Reset Contexts on Refresh property 41 restricting access to 38 Retrieve Duplicate Rows property 40 Sample Result Set property 42 setting time limits for 39 Query - HTML and data sampling 42 and JSP 14 and on-report analysis 14 defined 14 selecting as query editor 19 query contexts 37 and universes 38 choosing 38 clearing 42 defined 38 resetting on query refresh 41 query editor Query - HTML 14 selecting 22 query filter operators Between 48, 109 Both 49 Different From 47, 108 Different From Pattern 49 Equal To 47, 108 Except 50 Greater Than 47, 108 Greater Than Or Equal To 47, 108 In List 49, 109 Less Than 48, Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

153 Index query filter operators (continued) Less Than Or Equal To 48, 109 Matches Pattern 49 Not Between 48, 109 Not Equal To 47, 108 Not In List 49, 110 query filters 44 adding complexity by nesting 45 combining 44 creating custom 44 nesting 45 reordering 45 selecting predefined 44 Query Filters tab 44 query properties Allow Other Users to Edit All Queries 38 Clear Contexts 42 Max Retrieval Time 39 Max Rows Retrieved 39 Reset Contexts on Refresh 41 Retrieve Duplicate Rows 40 Sample Result Set 42 Query Stripping 40 R radar charts 88 random data sampling 42 recovering autosaved documents 134 Refresh on Open document option 136 Remove Duplicates break property 82 removing duplicate values 64 removing objects from charts 92 removing objects from queries 34 removing queries 35 removing sections from reports 72 removing standard calculations 127 renaming reports 121 reordering query filters 45 Report Definition pane 55, 56, 90 report filter operators Between 48, 109 report filter operators (continued) Different From 47, 108 Equal To 47, 108 Greater Than 47, 108 Greater Than Or Equal To 47, 108 In List 49, 109 Is Not Null 110 Is Null 110 Less Than 48, 109 Less Than Or Equal To 48, 109 Not Between 48, 109 Not Equal To 47, 108 Not In List 49, 110 report filters 106 creating 106 Report tab 57 report titles displaying 117 reports aligning charts on 60 aligning tables on 60 analyzing data in 13 applying a paper size to 115 applying page orientation to 115 changing the order of sections in 72 creating sections in 70 creating subsections in 71 deleting 122 displaying footers in 118 displaying headers in 118 displaying page numbers on 118 displaying the total number of pages in 118 displaying titles on 117 drilling on 13 duplicating 26 filtering data in 13 hiding footers in 118 hiding headers in 118 inserting in documents 120 interacting with 12, 19 making drillable 26 moving 121 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 153

154 Index reports (continued) naming 120 navigating 13 previewing structure of 112 printing 13, 135, 136 removing sections from 72 renaming 121 saving 13 setting margin measurements of 116 sorting data in 13 viewing 13, 19 viewing in PDF 19 repositioning objects on chart axes 92 Reset Contexts on Refresh query property 41 resetting query contexts on refresh 41 restricting rows at database level 42 restricting the number of rows in a query 39 Result Preview pane 60, 73, 74, 79, 80, 82, 83, 115, 116, 117 defined 112 Retrieve Duplicate Rows query property 40 retrieving a sample result set 39 retrieving duplicate rows 40 rows reordering in tables 59 restricting number of at database level 39, 42 restricting number of at query level 39 retrieving duplicates 40 sampling at database level 42 running queries 32 S Sample Result Set query property compared to Max Rows Retrieved property 42 sampling rows at database level 42 saving documents 32 saving documents as CSV 132 saving documents as Excel 132 saving documents as PDF 131 saving documents in InfoView 131 scatter charts 88 scope of analysis and drill mode 35 and universe hierarchies 35 custom 36 defined 35 impact on document size 36 levels of 36 setting 37 section cells 81 and sorts on sections 80 formatting 74 sections applying sorts to 80 changing the order of 72 compared to breaks 81 creating in reports 70 creating subsections in 71 formatting 73 formatting section cells 74 grouping data with 68 removing from reports 72 setting the page layout of 74 selecting a predefined query filter 44 selecting border color on chart legends 100 selecting border size on chart legends 100 selecting chart templates 55, 56, 90 selecting fonts on chart legends 100 selecting number format for chart axes 104 selecting table templates 55, 56, 90 selecting the document view format 22 selecting the page orientation 115 selecting the paper size 115 selecting the query editor 22 selecting the query universe 32 setting break properties 83 setting document properties 139 setting drill options 24 setting frequency of chart values 102 setting report margins 116 setting the background color of footers Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel

155 Index setting the background color of headers 119 setting the color of hyperlinks 123 setting the height of footers 119 setting the height of headers 119 setting the interface locale 27 setting the page layout of sections 74 setting the Preferred Viewing Locale 28 setting the Product Locale 27 setting the scope of analysis 37 setting time limits for queries 39 Show Break Footer break property 82 Show Break Header break property 82 smart measures 34 and standard calculations 126 sort order ascending 75 custom 75 default 75, 81 descending 75 sorting data 75 sorting data in tables 76, 78 sorts and table breaks 76 applying to tables 78 prioritizing 79 types of 75 standard calculations 126 inserting in reports 127 removing from reports 127 Start on New Page break property 82 starting drill mode 26 subclasses 33 subtotals displaying using breaks 81 Sum standard calculation 126 T table breaks compared to sections 81 default sort order in 81 defined 81 table breaks (continued) displaying subtotals using 81 organizing data with 81 table templates selecting 55, 56, 90 tables adding breaks to 81 adding objects to 57 adding to reports 13 aligning on reports 60 changing the background color of 62 changing the currency format in 62 changing the font style in 62 changing the height of rows in 62 changing the number format in 62 changing the width of columns in 62 crosstabs 53 formatting 61 forms 54 horizontal tables 52 inserting breaks in 82 prioritizing sorts in 79 removing objects from 58 reordering columns in 59 reordering rows in 59 repositioning objects in 58 selecting templates 55, 56, 90 sorting data in 76, 78 types of 52 vertical tables 52 tabs Properties 68 Query Filter 44 Report Filters 106 titles displaying on reports 117 toolbars Drill toolbar 24 total number of pages displaying on reports 118 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 155

156 Index U universe hierarchies and the scope of analysis 35 universes and query contexts 38 defined 32 selecting as query universe 32 selecting default 22 selecting the query universe 32 Use Query Drill document option 136 V values displaying as pecentages on charts 99 displaying at an angle on chart axes 101 displaying logarithmically on chart axes 102 displaying on chart axes 102 displaying on charts 97, 99 formatting on chart axes 101 formatting on charts 99 selecting display frequency on chart axes 102 sorting in sections 80 vertical tables 52 view format selecting 22 viewing document properties 139 viewing reports 13 W Web Intelligence accessing from InfoView 18 Web Intelligence (continued) and business intelligence 12 and InfoView 12 using offline 12 Web Intelligence interface setting the locale of 27 Web Intelligence Rich Client 12 and the Java Report Panel 15 and the scope of analysis 36 defined 15 selecting as document creation and viewing tool 19 WID documents 12 working with in CMS 15 working with locally 15 width changing on charts 96 X X-Axis displaying on radar charts 88 Y Y-Axis 95 displaying on radar charts 88 Z Z-Axis 93 displaying on 2D charts 89 displaying on 3D charts Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel