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+bout the #eb Intelligence
data cube
The data that is returned by a Euery is stored in the document<s data !rovider. It is
convenient to visualize the returned data as being organized as a cube. In your document,
the data is dis!layed as a table. The table is a flat two2dimensional view of the data cube.
+ach of the columns in a table re!resents an axis in the cube. 8ou can edit the document by
swa!!ing and mani!ulating the data within the cube on any axis. When you swa! or change
data between different axes, the new result is again !ro*ected as a flat table in the resulting
document.
The data stored in the cube allows you to create a re!ort that corres!onds to your business
needs without having to send another Euery to the database.
If you want to add information to the document that is not in the data !rovider, then you
must add the ob*ect to the Euery and run the Euery again to get the new information.
#hat is sco!e of
analysisJ
The sco!e of analysis for a Euery is extra data that you can retrieve from the database to
give more details about the data returned by each of the ob*ects in the Euery. This extra
data does not a!!ear in the initial document results, but it remains available in the data
!rovider, so that at any time, you can !ull this data into the re!ort to allow you to access
more detail. This !rocess of refining the data to lower levels of detail is called drilling down
on an ob*ect.
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In a (usiness)b*ects universe, the sco!e of analysis corres!onds to the hierarchical levels
below the ob*ect selected for a Euery. For exam!le, a sco!e of analysis of one level down for
the ob*ect 8ear, would include the Huarter ob*ect, which a!!ears immediately under 8ear.
8ou can set the sco!e of analysis level when you build a Euery. It allows ob*ects lower down
the hierarchy to be included in the Euery, without them actually a!!earing in the 9esults
)b*ects !ane. The hierarchies built in a universe allow you to choose your sco!e of analysis,
and corres!ondingly the level of drill available.
8ou can also create a custom sco!e of analysis by selecting s!ecific dimensions in the 1co!e
of nalysis !ane.
'rilling in the :ava &e!ort "anel
Introduct
ion
The term drill mode in Web Intelligence refers to two related activities"
setting u! a Web Intelligence document so that you and other users can analyze the
re!orts in drill mode
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viewing the document in drill mode, either in the Web Intelligence 9e!ort &anel or in
Info$iew, and analyzing the data at different levels of detail
In this unit, you will learn how to create documents so that they are drillable, by yourself or
by other users.
fter com!leting this unit, you will be able to"
(uild a drillable document in the Java 9e!ort &anel.
'rill down in a data hierarchy while viewing a document in the Java 9e!ort &anel.
Take a sna!shot of the drill re!ort.
'rill in charts.
Building a drillable
document
8ou can only build drillable documents if your administrator has authorized your user
account to create documents using drill mode.
To build a drillable document
1 .reate a new document with the Aear, State, and Sales revenue ob*ects.
- In )dit 6uery view, click the Show0-ide Sco!e of +nalysis "ane button.
The 1co!e of nalysis zone o!ens *ust below the Huery Filters zone in the +dit Huery view.
/ 9esize the 6uery Filters !ane and the Sco!e of +nalysis !ane by clicking and dragging
the borders so that you can view the ob*ects dis!layed there. (y default, the level of the
sco!e of analysis for this Euery is set to None.
The 1co!e of nalysis !ane dis!lays the hierarchical dimension ob*ects from the 9esult
)b*ects !ane.
%ote" The ob*ects included in the 1co!e of nalysis !ane are the dimension ob*ects in
your 9esults )b*ects !ane that are !art of a hierarchy in the universe.
0 .lick the -ierarchies o!tion located below the 'ata tab !ane.
The ?ierarchies view shows all the !redefined hierarchies that have been defined in the
eFashion universe.
For exam!le, all the dimension ob*ects that have been linked in the Time !eriod hierarchy
a!!ear under Time !eriod.
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3 +x!and the other hierarchy folders to see how the universe ob*ects are organized in
hierarchies.
5 In the Sco!e of +nalysis !ane, click the dro!2down arrow to dis!lay the menu o!tions.
list of levels a!!ears in the dro!2down list.
6 1elect (hree levels from the 1co!e of nalysis dro!2down list.
ll the ob*ects that are three levels down in the Time !eriod hierarchy and in the 1tore
hierarchy automatically a!!ear in the 1co!e of nalysis !ane.
When you run the Euery, only the values for 8ear, 1tate and 1ales revenue will a!!ear in the
table that is generated. The remaining ob*ects will a!!ear in the 'ata tab, but they will not
be !ro*ected into the re!ort automatically.
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This means that the document will contain more data than shown in the re!ort. The Euery
will retrieve values for all the ob*ects in the 1co!e of nalysis !ane. That data will be
available for your analysis, though it is not dis!layed immediately in the table.
7 .lick &un 6uery.
The +dit 9e!ort view o!ens and dis!lays the values retrieved in a vertical table.
%ote" The ob*ects listed in the document<s 'ata tab include all ob*ects referenced by
the level chosen for the sco!e of analysis. The values returned by those ob*ects are not yet
!ro*ected in the re!ort but are available in the document for drill down.
Ti!" In most circumstances, it<s more effective to use a crosstab table to dis!lay information for
drilling.
; .lick outside the table to highlight it, right2click the highlighted gray border around the table
and select (urn (o from the shortcut menu.
1= 1elect Crosstab from the Tables tab of the (urn (o box.
11 .lick K.
The block has been changed to a .rosstab table.
1- 1ave the document to your Favorites as 'rill &e!ort.
'rilling down the data in a
hierarchy
To activate drill mode
.ontinue from the !revious exercise.
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1 .lick the 'rill button on the 9e!ort toolbar.
ll the values in the cells a!!ear underlined with hy!ertext links. These hy!ertext links allow
you to drill down the hierarchies to see data at a more detailed level.
- &osition your mouse !ointer over the .alifornia cell in the row headers.
toolti! a!!ears below the +ast hy!ertext link dis!laying the next level of detail in this
hierarchy of data.
/ .lick the cell to drill down to the next level of data.
The table is refreshed to dis!lay rows of data a!!licable only to the cell selected and at the
next level of the hierarchy, .ity.
%ote" n arrow dis!lays next to the drilled2down data. To drill back u!, sim!ly click on
the arrows beside each cell.
s you are drilling, a new toolbar a!!ears at the to! of the document, called the 'rill
Toolbar. This toolbar dis!lays the values you have selected to drill down into more detail. In
the exam!le below, the 'rill toolbar reminds that you have drilled down on .alifornia, so the
data you are viewing refers to the eFashion stores in .alifornia.
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8ou are now going to use the 'rill Toolbar to drill across at the same level of detail, that is,
to other regions in the 1tore hierarchy.
To drill across data in a hierarchy
.ontinue from the !revious exercise.
1 .lick the dro!2down arrow in the drill toolbar beside California to view the other values you
can drill across to.
- From the dro!2down list, select (e*as as the value that you would like to drill across to.
The crosstab dis!lays data concerning the cities in the state of Texas.
To drill down two hierarchies at once
.ontinue from the !revious exercise.
1 &osition your cursor over the Sales revenue amount for 'allas in D@@?.
toolti!, 'rill down to 1tore nameGHuarter, a!!ears to indicate that by clicking in the body
of the table, you drill down to both the 1tore name level and the Huarter level in both
hierarchies at once.
- .lick the 'allas D@@? Sales &evenue cell in the body of the crosstab to drill down both
the Store and (ime !eriod hierarchies contained in the re!ort.
The 1ales revenue for the eFashion 'allas store is dis!layed at the Huarter level.
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To edit the 'cope of +nalysis
When you are drilling on a hierarchy, you may discover that you need to drill to a lower level
than you had !reviously allowed for when setting the sco!e of analysis.
A +dit the sco!e of analysis by returning to the +dit Huery view and changing the
level of detail that you defined in the 1co!e of nalysis !ane.
(a,ing a sna!shot of the
drill re!ort
8ou can save a version of your drilled results by taking a sna!shot of the re!ort. This is
useful if you want to isolate certain drilled results, but continue working in drill mode.
When you take a sna!shot, Web Intelligence inserts a new re!ort after your last re!ort in the
document. 8ou can continue working in your current re!ort, but can switch to the sna!shot
by clicking the new re!ort tab.
To take a snapshot of your analysis
.ontinue from the !revious exercise.
1 .lick the (a,e Sna!shot of 'rilled &e!ort button on the 9e!ort toolbar.
co!y of the re!ort is inserted in the document.
%ote" n additional re!ort tab dis!lays at the bottom of the re!ort.
- .lick the new &e!ort ? 7?8 re!ort tab to view the co!ied re!ort.
co!y of the table is inserted in the sna!shot re!ort but without the drillable hy!erlinks.
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/ 1ave the document within your Favorites as 'rill down.
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'rilling in
charts
8ou can drill in charts as well as in tables and crosstabs. In this section, you are going to
work with drill mode in a !ie chart that shows Huantities sold for the 1tore hierarchy.
To drill in charts
1 .reate a new Euery with the State and 6uantity sold ob*ects .
- .lick the Show0-ide Sco!e of +nalysis "ane button on the toolbar.
/ In the Sco!e of +nalysis !ane, click the dro!2down arrow to dis!lay the menu o!tions.
list of levels a!!ears in the dro!2down list.
0 1elect (wo levels from the dro!2down list.
%ote" 9esize the Huery Filters and 1co!e of nalysis !ane as needed to dis!lay all
ob*ects in these !anes.
3 .lick &un 6uery.
5 .lick the gray border around the table to select it.
6 9ight2click the highlighted table.
7 1elect (urn to from the shortcut menu.
The Turn To box dis!lays.
; 1elect a "ie chart and click K.
The table dis!lays as a &ie chart block.
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%ote" The data dis!layed in the !ie chart concerns Euantities sold !er 1tate, but you
can see from the 9e!ort #anager 'ata tab that two additional levels of ob*ects in the 1tore
hierarchy are available in the document.
1= From the "ro!erties tab of the 9e!ort #anager, click , to ex!and the 'ata section.
11 .lick , to ex!and the Values section.
1- In the Show data zone, select the Aes check box.
The data values are dis!layed and identify each section in the !ie chart. %ow you are going
to drill down on the 1tore hierarchy, from 1tate to .ity, to 1tore name.
1/ .lick 'rill on the 9e!orting toolbar.
The 'rill Toolbar is dis!layed *ust above the document zone. s we saw in the !revious
exercise, the filters dro!2down list a!!ear in this area as you drill, so that you can drill across
to other values at the same level of detail.
10 &osition your mouse !ointer over the sections of the !ie chart.
toolti! a!!ears indicating that you can drill down to the next level of detail.
13 .lick the (e*as section in the !ie chart to drill down to the .ity level.
The chart is refreshed and dis!lays the drilled2down data.
filter dro!2down list a!!ears above the chart, which allows you to drill across to see other
data.
15 .lick the arrow next to this dro!2down list and select California from the list.
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The chart is refreshed and now breaks down the !ie sections to dis!lay the new values
selected.
Ti!" 'rilling down, across and u! can also be accom!lished from a shortcut menu that dis!lays
when right2clicking on drillable data.
16 1ave the document within your Favorites as Chart 'rill down.
Setting #eb Intelligence drill o!tions
Introduct
ion
(efore you begin a drill session, you s!ecify how re!orts will change each time you drill by
setting your drill o!tions in Info$iew or at the document level. This unit tells you"
about the drill o!tions available to you
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how to select the drill o!tions a!!ro!riate for your analysis
When you modify your drill o!tions, the modifications are im!lemented the next time you
start drill mode.
fter com!leting this unit you will be able to"
1et general drill o!tions in Info$iew !references.
'efine Euery drill mode.
1et a Web Intelligence document to Euery drill mode in the Java 9e!ort &anel.
Setting general drill o!tions in
InfoView
Info$iew &references !rovide a number of settings that allow you to determine how drill
mode is activated when you view Web Intelligence documents.
These settings are available from the Web Intelligence 'ocument !age in Info$iew
&references.
To set general drill options in InfoView "references
1 From the Info$iew ?ome !age, click "references to view the Info$iew &references !ages.
The Beneral &references !age o!ens.
- .lick #eb Intelligence 'ocument to o!en the &references tab for Web Intelligence.
/ The Web Intelligence 'ocument !references !age a!!ears"
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0 1et drill !references using the following table as guidelines"
!tion 'escri!tion
Start drill on a
du!licate
re!ort
1elect this o!tion if you want Info$iew to create a du!licate of the current
re!ort when you launch drill mode.
8ou drill on the du!licate re!ort. When you end drill mode, both the original
re!ort and the drilled re!ort remain in the document.
Start drill on
the e*isting
re!ort
1elect this o!tion if you want the current re!ort to become drillable when
you launch drill mode.
When you end drill mode, the re!ort dis!lays the drilled values.
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"rom!t if drill
re9uires
additional data
When you drill in a Web Intelligence re!ort, you may want to drill to higher2
or lower2level information that is not included in the Euery<s sco!e of
analysis. 1elect this o!tion if you want Web Intelligence to !rom!t you with
a message every time a new Euery is necessary.
The !rom!t message asks you to decide whether you want to run the
additional Euery or not. In addition, the !rom!t allows you to a!!ly filters to
the extra dimensions you include in the new Euery. This means you can
restrict the size of the Euery to *ust the data necessary for your analysis.
Synchroni$e
drill on re!ort
bloc,s
1elect this o!tion if you want Web Intelligence to synchronize drilling across
all the blocks in a re!ort. The next dimension in the drill !ath re!laces the
!revious dimension in all blocks of the re!ort, not *ust the block you have
selected.
If you do not select this o!tion when drilling in a re!ort, the drill o!eration is
a!!lied only in the selected block of the re!ort.
-ide drill bar
1elect this o!tion if you do not want to dis!lay the 'rill toolbar as you drill.
(y default, the 'rill toolbar a!!ears at the to! of the drilled re!ort. It
dis!lays the value on which you drilled, and allows you to select other
values in order to filter the results differently.
For exam!le, if you drill down on the year -==/, the value -==/ will a!!ear
in the 'rill toolbar and the values dis!layed in the re!ort block will be H1,
H-, H/ and H0 for -==/.
3 .lick K to acce!t the new settings.
5 9eturn to the Info$iew ?ome !age.
The next time you create a Web Intelligence document and define the sco!e of analysis for
drilling, the settings you defined in the Info$iew &references !age will a!!ly, regardless of
the Web Intelligence re!ort !anel you have chosen to use for creating documents.
2sing 9uery
drill
When you create, edit or view a Web Intelligence document, you can set Web Intelligence to
drill in 4Euery drill4 mode, which behaves differently from the standard drill mode described
so far in this lesson.
When you activate Euery drill, Web Intelligence drills by modifying the underlying Euery
Cadding and removing dimensions and Euery filtersD in addition to a!!lying drill filters.
#hen can you use 9uery drillJ
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8ou use Euery drill when your re!ort contains aggregate measures calculated at the
database level. It is designed in !articular to !rovide a drill mode ada!ted to databases
which contain aggregate functions that Web Intelligence either does not su!!ort, or cannot
calculate accurately at the re!ort level during a drill session.
The kinds of aggregate functions that are candidates for drilling in Euery drill mode are"
!ercentages, distinct counts, ranks, standard deviations and variances, running aggregates,
lead and lag functions. (ecause Euery drill modifies the Euery at each drill o!eration, it
ensures that these aggregates are recalculated by the server each time you drill.
Huery drill is also useful for reducing the amount of data that Web Intelligence must store
locally during a drill session. (ecause Euery drill reduces the sco!e of analysis when you drill
u!, Web Intelligence is able to !urge unnecessary data.
To set #uery drill in the ava !eport "anel
1 .reate a new document or edit an existing document in the Java 9e!ort &anel.
- 9ight2click the re!ort tab at the bottom of the +dit 9e!ort view and select 'ocument
"ro!erties from the dro!2down menu.
The 'ocument &ro!erties !ane a!!ears on the right side of the +dit 9e!ort view.
/ In the 'ocument )!tions zone, select the 2se 9uery drill o!tion.
0 1ave the document as 6uery drill.
The next time you or another users switches to drill mode in this document, Euery drill will
be activated.
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Sharing #eb Intelligence 'ocuments
Sharing documents
Introduct
ion
If you are sharing documents with Info$iew users, you can send your documents directly to
their Info$iew Inbox folder, or you can choose to save them as !ublic documents in the
cor!orate re!ository, if your (usiness)b*ects +nter!rise administrator as authorized you to
do so.
(usiness )b*ects +nter!rise stores sent and !ublic documents allowing others to retrieve
them.
If your colleagues are not Info$iew users, you can save your re!orts in #icrosoft +xcel or
dobe &'F so that they can easily view and !rint them using +xcel or dobe crobat
9eader.
fter com!leting this unit, you will be able to"
1end documents to other Info$iew users.
1ave a document as a !ublic document.
1ave a document in &'F or +xcel s!readsheet format.
dd discussions to a document.
dd a document from your com!uter.
Sharing documents with
InfoView users
To share documents with other Info$iew users, you can either send a document to a user<s
Inbox, or you can save it as a !ublic document, if you are authorized to do so.
Sending a document to users
1ending documents is the ideal method for communicating information to individual users
and grou!s of users. The documents are sent through the cor!orate re!ository, and users
can then retrieve the document from their Info$iew Inbox.
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%ote" 8ou can only send documents to users that have been set u! in the system by
the administrator.
Saving a !ublic document
When you save a document to a !ublic folder or category, you are making it available to a
wide audience of users. When given the a!!ro!riate access rights, your colleagues can then
refresh or modify the document and save it again, making it easy to collaborate with one
another.
&ublic documents remain in the re!ository until removed by the (usiness)b*ects +nter!rise
administrator. This is an ideal method for communicating information across an organization
or enter!rise.
%ote" 8ou can only save documents to !ublic folders if you have been authorized to
do so by the administrator.
To send a document to another InfoView user
1 From the %avigation &anel, click , to ex!and "ublic Folders.
- .lick the &e!ort Sam!les % General Business folder.
The available ob*ects dis!lay in the Works!ace.
/ 1elect the check box before #orld Sales &e!ort.
0 .lick the Send dro!2down button on the %avigation (ar to activate the menu.
The available send o!tions dis!lay on the menu. 8ou can send documents to another user<s
Info$iew Inbox, a user<s email, and to an FT& or File location.
3 1elect (o Businessb.ects Inbo* from the dro!2down menu.
%ote" 1ending a document to a user<s (usiness)b*ects Inbox will send the document
to that user<s Inbox folder, located under #y Folders in Info$iew. To send documents to
another user<s email address, select To +mail.
5 From the 'estination dro!2down list, verify that Inbo* is selected.
1
6 .lear the 2se the :ob Server<s defaults check box to view the full !age and to
select s!ecific users or grou!s whom you want to receive the document.
The full 1end 'ocument to 'estination !age dis!lays.
7 From the Choose dro!2down list, select 2sers.
If there are many users to choose from, you can search for the user or grou! name.
; For this exercise, you will send the document to the dministrator user name. Ty!e
4+4 in the 3oo, For field.
1= .lick Search.
1
The vailable 9eci!ients list is !o!ulated with any user names that begin with the letter , in
this case the dministrator.
11 1elect +dministrator from the list and click the > button to add the user name to
the Selected &eci!ients list.
1- 1elect the +utomatically generated o!tion as the Target %ame.
The file name of the document is automatically generated, unless you s!ecify otherwise.
%ote" The 1!ecific name o!tion allows you to s!ecify a different name for the ob*ect
that you are sending. When you s!ecify a target name for the document, you must also add
the File +xtension !laceholder at the end otherwise the file name will have no extension and
will not be sent successfully.
1/ 1elect Co!y from the Send +s o!tions.
The file can be sent as either a co!y or as a shortcut.
10 .lick Submit.
The document has been sent to the designated user<s Inbox. To verify the !rocedure, you
will log off and then log back onto Info$iew, and then check your Inbox.
13 .lick the 3og off button on the %avigation (ar.
The @og )n !age dis!lays.
15 +nter your user name CdministratorD and !assword Cleave blankD to log back onto
Info$iew.
16 From the Info$iew %avigation &anel, o!en your Inbo* folder.
The co!y of the World 1ales 9e!ort document that was sent to the dministrator user name
is located in the Inbox.
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%ote" 8ou may need to click the 9efresh button to see the new document.
17 .lick on the document name from your Inbox to o!en any documents sent to you by
another user.
To send a document to email
1 1elect the check box before the #orld Sales &e!ort located in the "ublic Folders
% &e!ort Sam!les % General Business folder.
- .lick the Send dro!2down button to activate the menu.
/ .lick (o )mail111 from the list.
0 .lear the 2se the :ob Server<s defaults check box to view the full !age.
The 1end !age dis!lays.
1
%ote" 8ou can select the 'estination as default if your system administrator has set a
default email reci!ient for you to send your documents. )therwise you can send the
document to a s!ecific email address.
3 Ty!e 4+dministratorKbusinessob.ects1com4 in the From field.
5 Ty!e 4BobKcom!any1com4 in the (o field.
6 .lick the +dd !laceholder111 dro!2down button to activate the menu.
7 .lick (itle from the list.
%ote" !laceholder is used to add information s!ecific to the re!ort. In this exam!le,
when (ob receives the email, the title of the document a!!ears in the sub*ect line.
1
; Ty!e 4-ere<s the re!ort you re9uested4 in the Message field.
1= 1elect the +dd attachment check box.
%ote" If you *ust wanted to send an email about this document and not include the
document as an attachment, you would deselect this box.
11 .lick the Submit button to send the email.
%ote" :nless the email server !ortion has been configured by the administrator the
email will not be successfully sent.
Saving documents for sharing with others
When you save your document as a !ublic document, you are making it available to a wide
audience of users. 8our colleagues can then refresh or modify the document and save it
again, making it easy to collaborate with one another. &ublic documents are saved to either
a !ublic or !rivate folder and can also be added to a category.
%ote" 8ou can only save documents to !ublic folders if you have been authorized to
do so by the administrator.
&ublic documents remain in the re!ository until the (usiness)b*ects +nter!rise
administrator removes them. This is an ideal method for communicating information across
an organization or enter!rise.
&ublic documents are accessible to grou!s of users across your organization.
To save as a public document
1 .lick , to ex!and "ublic Folders.
- )!en the #eb Intelligence Sam!le document from the #eb Intelligence
Sam!les folder.
/ .lick Save as from the 'ocument menu.
The 1ave 'ocument window o!ens.
1
0 +nter My "ublic 'ocument as the title.
3 .lick on the , to ex!and "ublic Folders.
5 1elect the &e!ort Sam!les !ublic folder as the !ublish location.
1
6 .lick K.
To view a public document
1 .lick on the , to ex!and "ublic Folders.
- .lick on &e!ort Sam!les.
The documents saved to 9e!ort 1am!les dis!lay including #y &ublic 'ocument.
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Sharing beyond #eb Intelligence
To share with colleagues who are not Web Intelligence, 'eskto! Intelligence, or .rystal
9e!orts users, you can save your re!orts in dobe &'F or #icrosoft +xcel format. That way,
you and your colleagues can easily view and !rint them using dobe crobat 9eader or
+xcel.
When you save a document in &'F format, the !age layout and formatting of the Web
Intelligence document is retained in the &'F file.
To save a document in other formats from InfoView
1 .lick , to ex!and "ublic Folders.
- )!en #eb Intelligence Sam!le from the #eb Intelligence Sam!les folder.
/ .lick Save to my com!uter as % "'F from the 'ocument menu.
The File 'ownload window o!ens"
0 .lick Save.
The 1ave s window a!!ears"
1
3 1!ecify the file location and click Save.
The document is saved to your local com!uter. 8ou can now browse and o!en the &'F
document.
+dding discussions to a
document
The 'iscussions feature enables you to create messages on re!orts, hy!erlinks, !rograms,
and other ob*ects in a folder.
8ou must have the a!!ro!riate rights for the ob*ect to be able to view and create messages.
If you are not sure that you have the a!!ro!riate rights, contact your +nter!rise
administrator.
:sing the 'iscussions &anel in a document, you can"
.reate new messages
9e!ly to grou! or individual messages
+dit messages
Tag messages with high or low !riority
'elete messages
To add a discussion to a document
1 .lick , to ex!and "ublic Folders.
- )!en the #eb Intelligence Sam!le document in the #eb Intelligence Sam!les
folder.
The latest instance of the document o!ens.
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/ .lick the Show 'iscussions "anel arrow in the 'iscussions &anel at the bottom of
the window to make it visible.
The 'iscussions &anel o!ens to dis!lay the document<s discussion messages and threads.
8ou can now view, add or delete discussion threads.
The discussion window allows users to share communication about a !articular re!ort. )nce
the discussion window is o!en, there are a variety of o!tions. The common o!tions are listed
below.
Button 'escri!tion
&ost a new message to the discussion.
9e!ly to all users regarding an existing
!osting.
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9e!ly only to the user that !osted the thread.
'elete a thread from the discussion.
#ark thread as ?igh Im!ortance.
#ark thread as @ow Im!ortance.
0 .lick New Message on the 'iscussion &anel toolbar.
3 Ty!e 4(om needs access to this document4 in the Message field.
5 .lick -igh Im!ortance to mark this message as urgent.
6 .lick "ost.
7 .lick -ide the 'iscussions "anel to close the 'iscussions &anel.
; .lick )*!and to re2o!en the 'iscussions &anel.
The message that you !osted dis!lays beneath the document name. The message is bold
because it has not been read yet.
1= .lick the Note by +dministrator message from the list.
The message dis!lays in the 'iscussions &anel.
11 .lick &e!ly to Sender on the 'iscussions "anel toolbar.
1- Ty!e 4(om has been given access to the document.4 in the Message field.
1/ .lick "ost.
8our re!ly is !osted to the discussion thread.
1
10 1elect the re!ly message in the thread and click the 'elete button on the
'iscussions &anel toolbar.
deletion confirmation box dis!lays.
13 .lick K.
%ote" 8ou can only edit and delete messages that you have created. 8ou cannot
delete a message if other notes are below it in the discussion thread.
+dding a document from your
com!uter
8ou can add a document from your com!uter to Info$iew and store it in a category or folder.
To add a document from your computer
1 .lick the New dro!2down button to activate the menu.
- 1elect 'ocument from local com!uter from the list.
/ .lick +dobe +crobat as the ty!e of document to add.
1
The dd a document from your local com!uter !age dis!lays.
0 Ty!e 4#eb Intelligence Sam!le "'F4 in the (itle field.
3 Ty!e 4Sales re!ort4 in the 'escri!tion field.
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5 Ty!e 4Sales4 in the Keywords field.
6 .lick the Browse button to locate the filename of the document on your local
com!uter.
7 1elect #eb Intelligence Sam!le from the location you !reviously saved the &'F.
; .lick !en.
1= From the 3ocation list of folders, select Sales Figures as the location to store the
document in Info$iew.
11 .lick K.
The document has been added to Info$iew and stored in the 1ales 9e!orts folder.
Scheduling a #eb Intelligence document
Introduct
ion
8ou can use Info$iew to schedule a document so that it is refreshed automatically at
s!ecified times.
fter com!leting this unit, you will be able to"
$iew a document<s history in Info$iew.
1chedule a document.
Viewing the document
history
(usiness)b*ects +nter!rise saves a history of document instances. This history list is
arranged chronologically and contains information such as"
instance time
run by
!arameters
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format
status
To view the history of a document
1 %avigate to the #eb Intelligence Sam!le document located in your "ublic
Folders.
- .lick the -istory link for the ob*ect located below the document name.
The ?istory !age a!!ears, showing the number of times this document has been scheduled
and allowing you to modify the scheduling that has been a!!lied, by deleting, !ausing,
resuming s!ecific instances or all instances at once.
/ .lick the Show instances owned by me check box to change the default setting
and see all instances of this document.
The ?istory !age is refreshed and now shows instances of this document, regardless of who
scheduled them.
Scheduling documents in
InfoView
1cheduling a document lets you run it automatically at s!ecified times. When a scheduled
document runs successfully, an instance is created. n instance is a version of the ob*ect
containing the data available at the time it was run. Therefore, instances created later
contain more recent data.
1
8ou can see a list of instances by looking at a document<s history, and you can click the link
to any historical instance. If you have the rights to view ob*ects on demand, you can view
and refresh any instance to retrieve the latest data from the database.
(y scheduling and viewing instances, you can ensure you have the latest information
available for viewing, !rinting, and distributing. For exam!le, you can schedule a re!ort
ob*ect CdocumentD to run every night so it<s available for you first thing in the morning.
%ote" (efore scheduling ob*ects, check your time zone setting on the &references
!age in (usiness)b*ects +nter!rise. The default time zone is local to the web server that is
running (usiness)b*ects +nter!rise.
To schedule a document
1 %avigate to the #eb Intelligence Sam!le document located in your "ublic
Folders.
- .lick the Schedule link for the ob*ect located below the document name.
The 1chedule !age a!!ears. .lick 4 next to each grou! of o!tions in this !age, to view the
!age as shown below.
/ 1elect Now from the #hen/ &un b.ect/ dro!2down list.
0 @eave the remaining o!tions at their default values.
1
%ote" (ased on your user access rights, you can s!ecify the 'estination, Format,
1erver Brou!, and .aching o!tions when scheduling a document.
3 .lick Schedule.
The 1chedule !age for the document dis!lays.
5 .lick &efresh.
The document has been scheduled and runF a new instance has been added to the
document history.
#or,ing in Interactive View
Modifying a document interactively
Introduct
ion
When you select Interactive as the viewing o!tion for Web Intelligence documents, you can
!erform a number of actions on documents in Info$iew without having to actually edit the
document in the Web Intelligence re!ort !anel itself.
%ote" The availability to use this feature de!ends on how Info$iew was installed and
what user rights you have. sk your administrator if you have the rights to this feature.
1
This unit describes the features that are available in Interactive $iew mode for organizing
and formatting data dis!layed in a Web Intelligence document.
fter com!leting this unit you will be able to"
'escribe the re!orting features you can use in Interactive $iew mode.
'is!lay the Interactive $iew mode toolbars.
'escribe each of the Interactive $iew @eft &anel !anes.
.hange how data is dis!layed using Interactive $iew mode.
#hat can you do in Interactive
view modeJ
When you view a Web Intelligence document in Interactive $iew mode, you can use many
re!orting features to analyze the information dis!layed in the document. 8ou also have
access to many tools that allow you to modify how the data is dis!layed in the document.
This includes the ability to"
dd and remove the ob*ects that are used in the re!ort.
Filter data to limit the data shown in the re!ort.
!!ly alerters to highlight im!ortant information
1ort values to change the order of the information shown in the re!ort.
.reate your own custom sorts to reorder the values in a s!ecific manner.
)rganize blocks of data into sections.
Insert column and rows of data in tables.
dd !redefined calculations on data, such as adding u! sums, counting totals, and
calculating averages and !ercentages.
.reate com!lex calculations using a Formula +ditor, and save your formulas as
variables in the document
nalyze data in dee!er levels of detail if the document has been set u! for drill
analysis.
Format a document to your s!ecific reEuirements.
These re!orting activities and others were !resented in detail in earlier lessons of the
course, as you learned to create new Web Intelligence documents using the Java 9e!ort
&anel. In the remainder of this lesson, you will have a brief introduction to the same
re!orting features, which you can use as you view a document in Info$iew, with Interactive
$iew mode.
1
Setting view !references to
Interactive
If your administrator has authorized you to use this o!tion, you can view Web Intelligence
documents in Interactive ?T#@ mode.
Interactive $iew mode allows you to !erform a number of actions on documents in Info$iew
without having to actually edit the document in the Web Intelligence re!ort !anel itself.
To change the view preference to Interactive
1 From the Info$iew ?ome !age, click "references to view the &references &ages.
The Beneral &references &age o!ens.
- .lick #eb Intelligence 'ocument "references to o!en the &references tab for
Web Intelligence.
/ 1elect Interactive as the view format.
%ote" 9e!ort !anel and drill o!tions will be reviewed later in the course.
0 .lick +!!ly.
The settings you selected are saved.
In the remainder of this lesson, we will ex!lore the re!orting features that are available in
Interactive $iew mode.
2sing the Interactive Viewing menus;
toolbars and 3eft !anes
In Interactive $iew mode, the menus, toolbars and !anes available in the Works!ace &anel
where you view the Web Intelligence document are greatly ex!anded. In this exercise, we
will ex!lore the tools available to you for analyzing and modifying the information you see in
the document.
To display the Interactive View menus and toolbars
1 1elect the #eb Intelligence Sam!le document from &ublic Folders > Web
Intelligence 1am!les.
The document o!ens in Interactive format in the Info$iew window"
1
- .lick the 'ocument dro!2down arrow on the document toolbar to view the menu.
new o!tion a!!ears on the menu.
/ .lick "ro!erties on the dro!2down menu.
The 'ocument &ro!erties dialog box a!!ears.
1
This dialog box dis!lays information about the document, such as the name of the author,
when the document was last refreshed, and the document<s regional locale. It also allows
you to change certain document settings, which we will review in a later lesson.
0 .lick K to close the 'ocument &ro!erties dialog box.
3 .lick the View dro!2down arrow on the document toolbar.
The $iew menu has two new o!tions" Toolbars and &references.
1
The Toolbars o!tion o!ens a submenu that allows you to dis!lay or hide any of the three
toolbars available in Interactive $iew mode"
A Formatting
A 9e!ort
A Formula
5 1elect all three toolbars so that they are dis!layed below the 'ocument menu.
s you will see later in the lesson, the buttons available to you on these three toolbars
!rovide many features for organizing and analyzing the information in a Web Intelligence
document, as well as for enhancing the !resentation of the re!orts in the document.
6 .lick the View menu and select the 3eft !anel o!tion.
The @eft !anel o!ens in the Info$iew Works!ace.
7 .lick the @eft !anel dro!2down arrow to view the new !anels available to you in
Interactive $iew mode.
In Interactive $iew mode, the @eft !anel still includes the"
%avigation #a! !ane
:ser &rom!t In!ut !ane
Find !ane
?owever, you now have access to four other !anes as well"
'ocument 1ummary !ane
1
'ata 1ummary !ane
.hart and Table Ty!es !ane
'ocument 1tructure and Filters !ane
These !anes are described in the next ste!s.
; In the 3eft !ane dro!2down list, click 'ocument Summary1
The 'ocument 1ummary !ane dis!lays.
The 'ocument 1ummary !ane lists information concerning the document, such as the
author name, when the document was created, when it was last refreshed.
1= In the 3eft !ane dro!2down list, click 'ata Summary1
The 'ata 1ummary !ane dis!lays.
1
The 'ata 1ummary !ane lists information concerning the Euery that was used to retrieve
the data in the document. It shows the name of the universe and the ob*ects that make u!
the Euery definition, as well as the number of rows that were returned by the Euery.
11 In the 3eft !ane dro!2down list, click Chart and (able (y!es1
The .hart and Table Ty!es !ane dis!lays.
1
The .hart and Table Ty!es !ane allows you to view all the tem!lates available to you in
Interactive $iew mode, for modifying the way the data in the document is currently
!resented. ll the tem!lates available for designing re!orts in the Java 9e!ort &anel are also
available to you in Interactive $iew mode.
:sing either drag and dro!, or by clicking the Insert and Turn To buttons available in the
.hart and Table Ty!es !ane, you can very Euickly and easily transform a table or chart in
the document to another format, or insert a new block.
1- In the 3eft !ane dro!2down list, click +vailable b.ects1
The vailable )b*ects !ane dis!lays.
1
The vailable )b*ects !ane lists all the ob*ects that have been used in the document<s Euery
to retrieve the data available in the document. 8ou can use drag and dro! to move ob*ects
in and out of the blocks of data, or even to create new blocks of data.
1/ In the @eft !ane dro!2down list, click 'ocument Structure and Filters1
The 'ocument 1tructure and Filters !ane dis!lays.
1
The 'ocument 1tructure and Filters !ane allows you to view at a glance all the elements
that make u! this document, such as the sections, re!ort blocks, headers and footers, and
so on. In this !ane, you can click a document element and move it to another !osition in the
document, *ust by moving it u! or down in the !ane.
Modifying the document with
Interactive View
In the following exercise you will view, navigate and modify a Web Intelligence re!ort using
the Interactive menus, toolbars and @eft !anes.
To modify data using Interactive View mode
1 In the #eb Intelligence Sam!le document, select the +nalysis #or,s!ace
re!ort from the re!ort ma!.
The document dis!lays the nalysis Works!ace re!ort.
1
- 9ight2click on the Customer Name column in the re!ort.
The Interactive 9e!orting menu a!!ears which allows you to !erform a number of actions.
/ From the shortcut menu, click Insert % New Column % &ight to add a blank
column to the re!ort.
0 &osition your cursor over the right border of the new column until the cursor turns
to a crosshair, then !ress the mouse button and drag to ex!and the width of the new
column.
3 .lick on the down arrow next to %avigation #a! and select +vailable b.ects.
1
5 .lick and drag the City ob*ect to the newly inserted column.
The re!ort is u!dated with a new column of data, showing the .ity for each of the
.ustomers.
6 9ight2click on the City column in the re!ort.
7 From the shortcut menu, click 6uic, Filter.
The Huick Filter window a!!ears.
; 'ouble2click on 3ondon and "aris.
1= .lick K to save the filter.
The re!ort is now filtered to show data for only @ondon and &aris.
11 9ight2click on the rder +mount column.
1- From the shortcut menu click Calculation % Sum.
total row is inserted showing the 1um of )rder mount. 8our re!ort should look similar to
the !artial re!ort below.
1
1/ 9ight2click on the .ity column and select 9emove > .olumn from the shortcut menu.
The .ity column is removed from the table.
To turn the table into a chart
.ontinue working with the Web Intelligence 1am!le document in Interactive view format.
1 .lick on the down arrow next to +vailable b.ects in the 'ocument %avigation
!ane.
- 1elect Chart and (able (y!es from the dro!2down list.
%ote" If the @eft &ane is not visible click on the arrow to show the !ane.
/ .lick , to ex!and Bar Charts.
0 .lick and drag Vertical Grou!ed to the table in the document !ane.
The table is converted into a vertical grou!ed bar chart.
%ote" 9ight2clicking in a cell or column and selecting Format from the shortcut menu
dis!lays a formatting box. From this box you can format the !ro!erties of the cell, column,
re!ort, or chartF including the layout, alignment, fonts and borders.
1
3 .lose the re!ort by clicking the R in the to!2right corner. 'o not save the changes.
2sing formulas and variables in InfoView with
Interactive view
Introduct
ion
8ou can add custom calculations to Web Intelligence documents when you are viewing them
in Info$iew, using Interactive view mode. In the remainder of this lesson, you will learn to
create ty!ical formulas as you view a document in Info$iew, and then save the formula as a
variable.
fter com!leting this unit you will be able to"
.reate a formula in Info$iew using Interactive view mode.
1ave the formula as a variable in Interactive view mode.
1
Creating a formula in InfoView with
Interactive view
In this scenario, you have created a re!ort that shows sales revenue and Euantity sold !er
state. 8ou want to add the average revenue !er sale to the re!ort.
We will create a formula to divide the revenue by the number of items sold in order to show
the revenue !er number sold.
1 In the Java 9e!ort &anel, create a new document using the eFashion universe.
- 1elect the State, Sales revenue and 6uantity sold ob*ects and run the Euery.
/ 1ave the document in your Favorites folder and name it Formulas in InfoView.
0 Bo to your Favorites folder and o!en this document in Info$iew.
3 From Info$iew, click the View%(oolbars menu, and dis!lay both the &e!ort and Formula
toolbars.
5 .lick any data cell in the 6uantity sold column to highlight it.
6 )n the &e!ort toolbar, click Insert % New column % &ight to insert a new column in the
table.
new column is inserted to the right of the table you *ust created.
7 .lick the em!ty column header to select it.
; Ty!e LM&evenue !er saleM in the Formula toolbar Cincluding the EuotesD.
1= .lick Validate formula to validate the syntax.
The column header dis!lays the text you *ust ty!ed.
11 .lick in any data column in the new column to highlight it.
1
1- )n the Formula toolbar, click the Formula )ditor button.
1/ :sing the ob*ects, functions and o!erators available in the Formula +ditor, create the
following formula"
LNSales revenueO0N6uantity soldO
as shown below"
10 .lick Validate1
message a!!ears indicating the formula syntax is correct.
13 .lick K to close the message box1
15 .lick K to close the Formula +ditor.
The column is u!dated with the calculated data concerning revenue !er sale.
1
16 1ave the document to your Favorites folder as &evenue !er sale.
Saving the formula as a variable
in InfoView
%ow we will save this formula as a variable in the document.
.ontinue working in Info$iew with the &evenue !er sale document.
1 )n the Formula toolbar, click the Create a variable button.
The .reate %ew $ariable dialog box a!!ears.
1
- In the %ame field, ty!e &evenue !er Sale.
/ 'efine the Eualification as a Measure.
0 $erify that the formula is the one you *ust created.
3 .lick K.
5 In the 3eft !ane dro!2down list, select the +vailable b.ects tab.
6 .lick , to ex!and the Variables folder.
1
The new variable, 9evenue !er sale, now a!!ears in the list of available variables and you
can use it in any new block that you create in the document
+naly$ing in 'rill mode in InfoView
Introduct
ion
In this section, you will see how you can analyze data in Web Intelligence documents using
drill mode in Info$iew, as long as the document you are viewing has been built as a drillable
document.
It is im!ortant to know that there are !robably many users in your organization who are
authorized to use only Info$iew. They access documents that you, as a re!ort builder, have
!ublished to the cor!orate re!ository. If you !ublish a drillable document as a .or!orate
'ocument, these users can use the same drill feature to analyze the data in many levels of
detail, and gain greater insight into the information you are trying to share.
1
%ote" 'rill mode can be activated while viewing a Web Intelligence document in
Info$iew, in either standard ?T#@ or Interactive $iew mode.
fter com!leting this unit you will be able to"
'rill in a data hierarchy in Info$iew.
'efine Euery drill mode.
1et a Web Intelligence document to Euery drill mode in the Java 9e!ort &anel.
'rilling in a data
hierarchy
'rilling is !ossible because of the hierarchical relationshi! of the data in a universe.
?ierarchies are created in a universe by the universe designer. In the eFashion universe, for
exam!le, the 1tore class is a hierarchy of ob*ects that allow you to break down the 1tore
data from the highest level, 1tate, to the lowest level, 1tore name.
(ecause this hierarchical relationshi! has been set u!, you can drill down the re!ort for
more detail, or drill across the re!ort to com!are detail.
To view a drillable document in InfoView
1 )!en the #eb Intelligence Sam!le document from your &ublic Folders.
The document o!ens in the Info$iew window.
- .lick on the Start drill mode button on the far right side of the 1tandard toolbar to
!ut the document in drill mode.
drill toolbar a!!ears and drillable data items dis!lay as hy!erlinks in the block. 8ou can
use these hy!ertext links in the cells to drill down, u! and across.
1
%ote" dditional buttons a!!ear in the window that allow you to take a sna!shot of the
re!ort or add a filter to view the level of detail available in each hierarchy.
/ &osition your cursor over 'own 2nder Bi,es in the Customer Name column.
toolti! dis!lays 4'rill down to .ity4.
0 .lick 'own 2nder Bi,es.
'ata for the cities that have 'own :nder (ikes dis!lay in the document. 8ou have drilled
down to a lower level of detail in the hierarchy.
3 .lick Sydney to drill down to 9egion.
The 9egion data for 1ydney dis!lays in the document.
5 :sing the nalysis context toolbar, click the dro!2down arrow by 'own :nder (ikes
to drill across to Canberra Bi,es.
1
The data changes to dis!lay the 9egion data for .anberra (ikes.
6 .lick the Sna!shot icon on the document toolbar to take a !icture of your analysis.
co!y of your analysis is inserted into a new re!ort tab.
%ote" 9ight2clicking data will dis!lay a shortcut menu from which you can also drill
down, u!, or across the data. The arrows that dis!lay in column headings allow you to drill
back u! the data levels.
7 .lose the re!ort by clicking the R in the to! right corner. 'o not save the changes.
2sing 9uery
drill
When you create, edit or view a Web Intelligence document, you can set Web Intelligence to
drill in 4Euery drill4 mode, which behaves differently from the standard drill mode described
so far in this lesson.
When you activate Euery drill, Web Intelligence drills by modifying the underlying Euery
Cadding and removing dimensions and Euery filtersD in addition to a!!lying drill filters.
#hen can you use 9uery drillJ
8ou use Euery drill when your re!ort contains aggregate measures calculated at the
database level. It is designed in !articular to !rovide a drill mode ada!ted to databases
which contain aggregate functions that Web Intelligence either does not su!!ort, or cannot
calculate accurately at the re!ort level during a drill session.
The kinds of aggregate functions that are candidates for drilling in Euery drill mode are"
!ercentages, distinct counts, ranks, standard deviations and variances, running aggregates,
1
lead and lag functions. (ecause Euery drill modifies the Euery at each drill o!eration, it
ensures that these aggregates are recalculated by the server each time you drill.
Huery drill is also useful for reducing the amount of data that Web Intelligence must store
locally during a drill session. (ecause Euery drill reduces the sco!e of analysis when you drill
u!, Web Intelligence is able to !urge unnecessary data.
To set #uery dill in InfoView
1 )!en a Web Intelligence document in Info$iew.
- .lick the 'ocument menu and select "ro!erties.
The 'ocument &ro!erties !ane dis!lays
/ .lick the 2se 9uery drill o!tion.
0 .lick K and close the document.
The next time you or another user o!en this document in Info$iew and switch to drill mode,
the Euery drill o!tion is activated.