SAP BusinessObjects Web Intelligence Users Guide ■ SAP BusinessObjects Business Intelligence Suite 4.0 Feature Pack 3

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SAP BusinessObjects Web Intelligence Users Guide ■ SAP BusinessObjects Business Intelligence Suite 4.0 Feature Pack 3

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  SAP BusinessObjects Web Intelligence Users Guide ■ SAP BusinessObjects Business Intelligence Suite 4.0 Feature Pack 3 2012-03-16  © 2011 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAPBusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as Copyright  well as their respective logos are trademarks or registered trademarks of SAP AG in Germany andother countries.Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports,Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and servicesmentioned herein as well as their respective logos are trademarks or registered trademarks of BusinessObjects Software Ltd. Business Objects is an SAP company.Sybase and Adaptive Server, iAnywhere,Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well astheir respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAPcompany. All other product and service names mentioned are the trademarks of their respectivecompanies. Data contained in this document serves informational purposes only. National productspecifications may vary.These materials are subject to change without notice. These materials areprovided 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 servicesare those that are set forth in the express warranty statements accompanying such products andservices, if any. Nothing herein should be construed as constituting an additional warranty.2012-03-16  Contents  About this users guide..........................................................................................................17Chapter 1 Document History: Web Intelligence .....................................................................................17 1.1  About Web Intelligence.........................................................................................................19Chapter 2  Application structure.............................................................................................................21Chapter 3 Using the BI launch pad........................................................................................................25Chapter 4  About the BI launch pad.........................................................................................................25 4.1 To log in to the BI launch pad.................................................................................................26 4.2 To log out of the BI launch pad...............................................................................................27 4.3  About setting Web Intelligence preferences...........................................................................27 4.4 Choosing the viewing and design interfaces...........................................................................27 4.4.1 Setting the interface and document locales............................................................................29 4.4.2 Setting application modes......................................................................................................31 4.4.3 Working with documents......................................................................................................35Chapter 5 To start the Web Intelligence interface...................................................................................35 5.1 Creating and editing documents.............................................................................................35 5.2 To create an empty document................................................................................................36 5.2.1 To create a new document based on a universe.....................................................................36 5.2.2 To create a new document based on a BEx query..................................................................37 5.2.3 To create a new document based on an Analysis View..........................................................37 5.2.4 To open a document from the repository................................................................................38 5.3 To open a document in Web Intelligence................................................................................38 5.4 To delete a document from the repository..............................................................................39 5.5 Sending documents...............................................................................................................39 5.6 To send a document by mail...................................................................................................39 5.6.1 To send a document to another user......................................................................................39 5.6.2 To send a document by FTP...................................................................................................40 5.6.3 Managing reports in documents.............................................................................................40 5.7 2012-03-163  To rename a report.................................................................................................................40 5.7.1 To duplicate a report..............................................................................................................41 5.7.2 To delete a report...................................................................................................................41 5.7.3 To change the order of reports...............................................................................................41 5.7.4 To add a report......................................................................................................................41 5.7.5 To save a report locally..........................................................................................................42 5.7.6  About saving documents, reports and data in Web Intelligence..............................................42 5.8  About saving documents to MS Excel....................................................................................42 5.9 To set preferences for saving documents as Excel.................................................................43 5.10 Saving documents using Rich Client or the Java interface......................................................43 5.11 To save a document in the corporate repository (with the Java interface or Rich Client)........43 5.11.1 To save a document as an Excel spreadsheet (with the Java interface or Rich Client ) ..........44 5.11.2 To save a document as PDF (with the Java interface or Rich Client) .....................................45 5.11.3 To save a document as Text (with the Java interface or Rich Client) .....................................45 5.11.4 To save document data as CSV (with the Java interface or Rich Client) ................................46 5.11.5 Saving documents using the HTML interface.........................................................................46 5.12 To save a document in the corporate repository (with the HTML interface) ...........................47 5.12.1 To save a document or report as an Excel spreadsheet (with the HTML interface) ................47 5.12.2 To save a document or report as PDF (with the HTML interface) ..........................................48 5.12.3 To save a document or report as Text (with the HTML interface) ..........................................48 5.12.4 To save document data as CSV (with the HTML interface) ...................................................49 5.12.5  Automatic saving and recovery...............................................................................................49 5.13 Saving documents automatically............................................................................................50 5.13.1 Recovering autosaved documents..........................................................................................50 5.13.2 Management of autosaved documents...................................................................................51 5.13.3 Setting document properties..................................................................................................51 5.14 To display and set document properties.................................................................................53 5.14.1 Returning data using queries................................................................................................55Chapter 6 Queries defined......................................................................................................................55 6.1 Queries defined......................................................................................................................55 6.1.1  About query and document user rights ..................................................................................56 6.1.2 Classes and subclasses.........................................................................................................56 6.1.3  Analysis dimension.................................................................................................................56 6.1.4 Dimension..............................................................................................................................56 6.1.5  Attribute.................................................................................................................................57 6.1.6 Hierarchy...............................................................................................................................57 6.1.7 Level object...........................................................................................................................57 6.1.8 Member.................................................................................................................................58 6.1.9 Named set.............................................................................................................................58 6.1.10 Calculated member................................................................................................................59 6.1.11 2012-03-164Contents  Measure................................................................................................................................59 6.1.12 Building and working with queries...........................................................................................59 6.2 Hierarchical and non-hierarchical queries................................................................................60 6.2.1 Building queries on universes.................................................................................................62 6.2.2 Building queries based on BEx queries...................................................................................82 6.2.3 Building queries on Advanced Analysis views.........................................................................94 6.2.4 Working with multiple queries.................................................................................................95 6.2.5 Managing queries...................................................................................................................96 6.2.6 To sort query results..............................................................................................................99 6.2.7 To preview query results........................................................................................................99 6.2.8 Displaying data from an added query....................................................................................100 6.2.9 To interrupt a query..............................................................................................................100 6.2.10 To remove a query...............................................................................................................101 6.2.11 To duplicate a query.............................................................................................................101 6.2.12 Changing the data source of a query....................................................................................101 6.2.13 Refreshing Web Intelligence documents based on PDP / CDP data sources from the BI launchpad......................................................................................................................................105Chapter 7 Points to consider before refreshing a document from BI launch pad...................................107 7.1 Filtering data using query filters..........................................................................................109Chapter 8 Query filters defined.............................................................................................................109 8.1 Query filters and report filters compared..............................................................................110 8.2 Structure of query filters......................................................................................................110 8.3 Query filter and prompt operators........................................................................................112 8.3.1 Types of query filter.............................................................................................................116 8.4 Predefined query filters........................................................................................................116 8.4.1 Quick filters..........................................................................................................................117 8.4.2 Custom query filters.............................................................................................................118 8.4.3 Combining query filters........................................................................................................123 8.4.4 Filtering hierarchical queries.................................................................................................125 8.5 How levels filter hierarchical queries.....................................................................................126 8.5.1 How measures filter hierarchical queries..............................................................................127 8.5.2 Filtering data using prompts...............................................................................................129Chapter 9 Prompts defined...................................................................................................................129 9.1 Merged prompts..................................................................................................................130 9.1.1 Hierarchical prompts............................................................................................................130 9.1.2 Query filter and prompt operators........................................................................................130 9.2 List of operators...................................................................................................................131 9.2.1 2012-03-165Contents
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