Business Objects - Building Reports Using The Web Intelligence PDF

Building reports using the Web
Intelligence HTML Report Panel
Building reports using the Web Intelligence HTML Report Panel

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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..................................................15
Chapter 2 Accessing Web Intelligence from InfoView 17

To log in to InfoView...................................................................................18
To log out of InfoView................................................................................18
Web Intelligence InfoView options.............................................................19
Web Intelligence document creation and viewing options...................19
To set Web Intelligence drill options.....................................................21
Web Intelligence locale options............................................................23
Chapter 3 Creating and editing documents 27

To create a Web Intelligence document with the HTML Report Panel......28
To edit a Web Intelligence document with the HTML Report Panel..........28
Building reports using the Web Intelligence HTML Report Panel 3

Contents
Chapter 4 Building and editing queries 29

Creating and editing documents................................................................30
To select a universe..............................................................................30
To edit a Web Intelligence document...................................................30
How universe objects map to data............................................................30
Classes and subclasses.......................................................................30
Dimension object..................................................................................31
Detail object..........................................................................................31
Measure object.....................................................................................31
Building queries.........................................................................................32
To build and run a query in the HTML Report Panel............................32
To add objects to a query in the HTML Report Panel..........................33
To remove objects from a query in the HTML Report Panel................33
To set query properties in the HTML Report Panel..............................33
Controllling how queries retrieve data.......................................................34
Max retrieval time query property.........................................................34
Max rows retrieved query property.......................................................34
Retrieve duplicate rows query property................................................34
Setting the scope of analysis.....................................................................35
Scope of analysis.................................................................................35
Levels of scope of analysis..................................................................35
To set the scope of analysis in the HTML Report Panel......................36
Query contexts...........................................................................................37
What is an ambiguous query?..............................................................37
What is a context?................................................................................37
To choose a context when you run a query..........................................38
Choosing a context when you run a query...........................................38
Reset contexts on refresh query property............................................38
Using queries.............................................................................................39
To run a query......................................................................................39
4 Building reports using the Web Intelligence HTML Report Panel

Contents
To interrupt a query..............................................................................39
To remove a query................................................................................39
Chapter 5 Table types in Web Intelligence 41

Vertical table..............................................................................................42
Horizontal table..........................................................................................42
Crosstab....................................................................................................43
Forms.........................................................................................................44
Chapter 6 Allocating data to tables 45

To select a table or chart template.............................................................46
To add an object to a table.........................................................................47
To remove an object from a table..............................................................48
To reposition an object on a table..............................................................48
To reorder the columns or rows on a table................................................49
Chapter 7 Chart types in Web Intelligence 51

Bar charts..................................................................................................52
Line charts.................................................................................................52
Area charts................................................................................................52
Pie charts...................................................................................................53
Radar, polar and scatter charts.................................................................53
3D charts...................................................................................................54
2D charts...................................................................................................55
Chapter 8 Allocating data to charts 57

To add objects to chart axes......................................................................58
To remove an object from a chart axis.......................................................58
To reposition objects on a chart axis.........................................................59

Contents
Chapter 9 Grouping information with sections 61

To create a section on a report..................................................................64
To create a subsection on a report............................................................64
To remove a section from a report.............................................................65
To change the order of sections on a report..............................................66
Chapter 10 Multi-report documents 69

To insert a report........................................................................................70
To duplicate a report..................................................................................71
To rename a report....................................................................................71
To move a report........................................................................................72
To delete a report.......................................................................................73
Chapter 11 Saving documents 75

To save Web Intelligence documents in InfoView......................................76
To save updates to a document that has already been saved..................76
To save a document with a new name or to a new category.....................77
Chapter 12 Sorting the results displayed on reports 79
Chapter 13 Sorting data in tables 81

To sort values on a table............................................................................83
To prioritize multiple sorts on a table.........................................................84
Chapter 14 Applying sorts to sections 87

To sort values in a section.........................................................................88

Contents
Chapter 15 Breaks 89
Breaks defined...........................................................................................90
Breaks compared to sections....................................................................90
Default sort order in breaks.......................................................................90
To insert a break........................................................................................91
Break properties........................................................................................91
To set break properties.........................................................................92
Chapter 16 Using standard calculations in reports 93

Standard calculations................................................................................94
To insert or remove a calculation...............................................................95
Chapter 17 The Result Preview pane 97
Chapter 18 Defining page size, orientation and margins 101

To select the paper size...........................................................................102
To select the page orientation..................................................................102
To set margins.........................................................................................103
Chapter 19 Displaying report titles 105

To display the report title..........................................................................106
Chapter 20 Aligning tables and charts on the report page 107

To position a block on a report.................................................................108
Chapter 21 Formatting sections 109

To format a section..................................................................................110
To format a section cell............................................................................110

Contents
To set the page layout for a section.........................................................111
Chapter 22 Formatting page headers and footers 113

To display or hide a header or footer.......................................................114
To specify cell contents for headers and footers.....................................114
To set the height and background color of headers and footers..............115
To format a page header or footer cell.....................................................116
Chapter 23 Formatting hyperlinks 117

To format hyperlinks.................................................................................118
Chapter 24 Formatting vertical and horizontal tables 119

Formatting options for vertical and horizontal tables...............................120
To format a table......................................................................................120
Chapter 25 Formatting crosstabs 121

Formatting options for crosstabs.............................................................122
To format a crosstab...........................................................................122
To display headers in a crosstab........................................................123
To center column values on a crosstab header..................................123
Formatting forms......................................................................................124
Formatting options for forms..............................................................124
Chapter 26 Formatting charts in the HTML Report Panel 127

Formatting options available for charts....................................................128
Formatting options for 2D bar charts..................................................128
Formatting options for 3D charts........................................................129
Formatting options for pie charts........................................................129
Personalizing chart formats.....................................................................130

Contents
Chart formatting options.....................................................................130

Formatting chart axes.........................................................................136
Chapter 27 Keyboard shortcuts for accessibility in the HTML Report Panel 141
Configuring JAWS...................................................................................142
Logging in and selecting the HTML Report Panel as your document
editor........................................................................................................142
To log in to InfoView...........................................................................142
To select the HTML Report Panel as your document editor...............143
Creating and editing Web Intelligence documents..................................144
To create a new Web Intelligence document......................................144
To edit a Web Intelligence document.................................................144
Navigating the HTML Report Panel frames.............................................145
Overview of the browser window frames...........................................145
Navigating between the report panel tabs..........................................147
Selecting a tab....................................................................................148
Using the Back and Next buttons to navigate between tabs..............149
Navigating the Query tab....................................................................149
Navigating the Properties tab.............................................................154
Navigating the Format tab..................................................................158
Logging out.........................................................................................160
Third party shortcuts................................................................................160
Appendix A Get More Help 161
Index 165

Contents

About Web Intelligence
1
1 About Web Intelligence
How Web Intelligence performs business intelligence over the web
How Web Intelligence performs business

intelligence over the web
Web Intelligence provides business users 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.

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 reports, Web Intelligence automatically generates a copy of

reports in Portable Document Format (PDF) format for optimum print quality.
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 email 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
With On-Report Analysis you can:

Creating and editing Web Intelligence documents
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 several tools:
Web Intelligence Query - HTML on page 14
Web Intelligence Java Report Panel on page 15
Web Intelligence Rich Client on page 15
Web Intelligence HTML Report Panel on page 15
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.
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.

Creating and editing Web Intelligence documents 1
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.
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.

Accessing Web Intelligence
from InfoView
2
2 Accessing Web Intelligence from InfoView
To log in to InfoView
You access Web Intelligence reports and set global Web Intelligence options
from InfoView, the corporate business intelligence portal.
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.
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.
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

Accessing Web Intelligence from InfoView
Web Intelligence InfoView options 2
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.
Document creation option Description
You create documents using the Java

Report Panel, a Java applet than
launches in your Web browser.
The Java Report Panel is a combined
query building, report editing and da-
ta analysis environment. If you
choose Advanced as your docu-
ment creation option, you also use
Advanced
the Java Report Panel for working
with the data returned by the query.
The View format option is not taken
into account.
The Java Report Panel provides the
richest feature set of all Web Intelli-
gence query building, report editing
and data analysis environments.
You build queries using Query -

Interactive
HTML, an HTML-based query editor.

Document creation option Description
You build queries, edit reports and

analyze data using Web Intelligence
Desktop Rich Client, a standalone version of
the Java Report Panel that runs out-
side your web browser.
You create documents using the

HTML Report Panel, a 508-compliant
Web Accessibility
query-building and report-viewing
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:
View format Description
Use HTML format when you want to

open reports, answer prompts, navi-
HTML
gate reports, and/or perform drill anal-
ysis.
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
Interactive Query HTML to define queries, and
you want to format reports based on
those queries and add formulas and
variables.
Interactive view format is only available
if your administrator has deployed Web
Intelligence in JSP mode.
Use PDF mode when you want to view

PDF
static reports.

To select the Web Intelligence query editor
1. Click the Preferences button on the InfoView toolbar.

2. ClickWeb 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.
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.


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.
For example, if you drill on year 2001, the results displayed on the drilled
table are Q1, Q2, Q3, and Q4 for year 2001. This means that the quarterly
values you drilled to are filtered by 2001.
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 2002.
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 isnt 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.
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
The locale determines how a Web Intelligence document displays data. It

affects, for example, the formatting of numbers and the default sort order.
Three locale settings combine to determine how Web Intelligence displays

data:

Locale Description
The locale in which InfoView displays

Product locale
data by default.
The locale associated with a particular

Web Intelligence document. When you
save a document, the document locale
becomes the current product locale or
Document locale the preferred viewing locale.
You can permanently associate a lo-
cale with a document. For more infor-
mation, see To permanently associate
a locale with a document on page 25.
The locale in which you choose to view

Preferred viewing locale
documents
The product locale
The product locale is the locale that InfoView uses by default. You set the
product locale in the Infoview General preferences.
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 is the locale associated with a particular document. By

default, the document takes the product locale when you save a document,
or the preferred viewing locale if this is different from the product locale and
your settings give the preferred viewing locale priority. The document retains
this locale until the next time it is saved, when it again takes either the product
locale or the preferred viewing locale.

You can permanently associate the current document locale with a document.
For more information, see To permanently associate a locale with a document
on page 25.
The GetContentLocale() Web Intelligence function returns the document

locale.
To display data using the document locale
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 the locale that you choose to dislay data. The
preferred viewing locale overrides the product locale if it is different from the
product locale and your settings give the preferred viewing locale priority.
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.
options.
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.
2. Select Permanent regional formatting.
3. Save the document.
The current document locale is associated permanently with the document
and overrides the product locale and the preferred viewing locale.


Creating and editing
documents
3
3 Creating and editing documents
To create a Web Intelligence document with the HTML Report Panel
To create a Web Intelligence document

with the HTML Report Panel

Example:
To edit a Web Intelligence document with

the HTML Report Panel
Depending on your security profile, you can edit how results appear on report
tables and charts or edit the queries that make up the data definition of
documents.
1. Make sure you are logged into InfoView.
2. On the InfoView home page, navigate to the document you want to open.
You do this by clicking the folders in My Folders or Public Folders, or
by entering a keyword or the title of the document in the Search box on
the InfoView home page.
3. Click Modify below the document name.
The document opens in the HTML Report Panel, as selected on your
Web Intelligence Document Preferences page in InfoView. For more
information on setting the HTML Report panel as your document editor,
see To select the Web Intelligence query editor on page 21.

Building and editing queries
4
4 Building and editing queries
Creating and editing documents
Creating and editing 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.
To select a universe
1. On the InfoView Home page, click the arrow next to New on the top
toolbar.
2. Click Web Intelligence Document.
3. Click the title of the universe on which you want to create a document.
Your selected query editor opens and displays the objects in the universe.
To edit a Web Intelligence document

1. Navigate to the document you want to open on the InfoView home page.
2. Click Modify below the document name.
The document opens in the Web Intelligence document editor you selected
in the InfoView preferences.
How universe objects map to data
Classes and subclasses
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.

How universe objects map to data 4
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.
Dimension object
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:
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:

Building queries
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 Web Intelligence
guide.
Building queries
To build and run a query in the HTML Report Panel

1. 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.
2. 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 >>.
3. Repeat the previous step for every object you want to include in the query.
4. 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.
Option Description
Click Run. 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.

Building queries 4
Option Description
Click the Report tab at the Do this to select a specific table or chart
top of the HTML Report template for the data or insert additional re-
Panel, specify the structure ports and then allocate a sub-set of the query
of the document, and then data to each report.
click Run.
To add objects to a query in the HTML Report Panel
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 in the HTML Report

Panel
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 <<.
To set query properties in the HTML Report Panel

1. On the Query tab, click the Expand Properties Zone button.
The query properties options appear.
2. Set the properties.

Controllling how queries retrieve data
Controllling how queries retrieve data
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.
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.

Setting the scope of analysis 4
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.
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 Description
Only the objects that appear in the

None Results Objects pane are included in
the query.

Setting the scope of analysis
Level Description
For each object in the Results pane,

One level down one, two, or three objects lower down
Two levels down the hierarchy tree are included in the
query. The data from these objects is
Three levels down
stored in the cube until you add them
to the document.
Custom
All objects added manually to the
Note: This option is available in the
Scope of Analysis panel are included
Java Report Panel and in Web Intelli-
in the query.
gence Rich Client only.
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.
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 in the HTML Report

Panel
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 4
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.
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.

Query contexts
To choose a context when you run a query

Click the context in the Select a Context dialog box.
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
Click the context in the Select a Context dialog box.
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.
To reset contexts on query refresh in the HTML Report Panel
1. On the Query tab, click the Expand Properties Zone button.
The query properties options appear.

Using queries 4
2. Select Reset contexts on refresh.
Using queries
To run a query
1. Select the report objects.
2. Define the scope of analysis
3. Define query filters.
4. Set query properties.
5. Click Run.
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.
To remove a query
1. Select a the query you want to remove by right-clicking the appropriate
Query tab.

Using queries
2. Click Remove.

Table types in Web
Intelligence
5
5 Table types in Web Intelligence
Vertical table
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.

Table types in Web Intelligence
Crosstab 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.

5 Table types in Web Intelligence
Forms
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.

Allocating data to tables
6
6 Allocating data to tables
To select a table or chart template
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... the following field(s) appear...
horizontal table columns
vertical table rows
crosstab columns, rows, and a body
form rows
2D chart X-axis, Y-axis
X-axis, Y-axis, and optionally a Z-

3D chart
Axis

To add an object to a table 6
If you select a... the following field(s) appear...
pie chart X-axis, Y-axis
X-axis, Y-axis, and optionally a Z-

radar chart
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

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
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
To remove an object from a table

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 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.
To reposition an object on a table

list box.

To reorder the columns or rows on a table 6
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.
To reorder the columns or rows on a table

list box.
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.
you want to move an

If an a... then click...
object...
to a column before an-

the Move Left arrow.
other object,
vertical table
to a column after anoth-
the Move Right arrow.
er object,

To reorder the columns or rows on a table
you want to move an

If an a... then click...
object...
to a row above another

the Move Up arrow.
object,
horizontal table
to a row below another
the Move Down arrow.
object,
to a column before an-

the Move Up arrow.
other object,
to a column after anoth-

the Move Down arrow
er object,
to a row above another

object,
crosstab
to a row below another
object,
in the body before anoth-

er object,
in the body after another

object,
The objects appear in the new order.


Chart types in Web
Intelligence
7
7 Chart types in Web Intelligence
Bar charts
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.
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

Chart types in Web Intelligence
Pie charts 7
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.
Radar, polar and scatter charts

In radar charts, the X- and Y-axis connect at the charts 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.

3D charts
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
To see how this data is displayed in a 2D bar chart, see 2D charts on

page 55.

Chart types in Web Intelligence
2D charts 7
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.
To see the same data displayed in a 3D bar chart, see 3D charts on page 54.

2D charts

Allocating data to charts
8
8 Allocating data to charts
To add objects to chart axes
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


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.
To remove an object from a chart axis


The objects included in your chart appear on the axis.

Allocating data to charts
To reposition objects on a chart axis 8
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.
To reposition objects on a chart axis


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.

8 Allocating data to charts
To reposition objects on a chart axis

Grouping information with
sections
9
9 Grouping information with sections
To create a section on a report
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 Quarter Sales revenue
Austin Q1 314430
Austin Q2 273608
Austin Q3 294798
Austin Q4 252644
Dallas Q1 215874
Dallas Q2 194689
Dallas Q3 204066
Dallas Q4 188791
Houston Q1 572177
Houston Q2 619924
Houston Q3 533765
Houston Q4 520332
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

Grouping information with sections
To create a section on a report 9
City Sales revenue
Austin 314430
Dallas 215874
Houston 572177
Q2
City Sales revenue
Austin 273608
Dallas 194689
Houston 619924
Q3
City Sales revenue
Austin 294798
Dallas 204066
Houston 533765
Q4
City Sales revenue
Austin 252644
Dallas 188791
Houston 520332

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.


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.
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.

To remove a section from a report 9

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.
The report displays organized in sections and subsections 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.


To change the order of sections on a report
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.
Web Intelligence displays the results without the sections you removed.
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.

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.

To change the order of sections on a report 9
Web Intelligence displays the results with the sections reordered, as you
specified.

To change the order of sections on a report

Multi-report documents
10
10 Multi-report documents
To insert a report
Documents can contain one or multiple reports. This means you can display
different sub-sets of document information on different report tabs.
Example: A multi-report document with global sales results, regional

results, and individual store records
In this example, you are a sales analyst at the eFashion store. You want
to distribute global and regional results to all sales managers and also
provide them with store manager and address details for each store. You
create a document with three reports:
a summary report with global sales results displayed on a chart
a regional report divided into sections by region showing sales results, sum,
and averages per region on a table
a third report with store details presented on a form per store
When you view the document in InfoView, the report tabs appear at the
bottom of your browser window. The reports and sections are indexed in
the map.
To insert a report
1. Make sure you are in Edit mode with the HTML Report Panel open and
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.
5. Click OK.
Web Intelligence inserts the new report at the end of the document.
6. Click Close.

To duplicate a report 10
The Report tab appears. The selected report is the new, blank report.
To duplicate a report
Instead of creating new reports from scratch, you can duplicate existing
reports and then rename and modify the duplicates.
list.
in the document appear here.
3. Select the report you want to duplicate.
The selected report is shaded darker than the other reports.
4. Click duplicate.
The duplicate report appears in the "Manage Reports" dialog box. The
duplicate has the same name as the original report followed by a number
in brackets (1 for the first duplicate, 2 for second duplicate, and so on).
5. Click Close, or if you want to rename the duplicate, click Rename and
then type a new name into the Name box, click OK, and then click Close.
The Report tab appears. The selected report is the duplicate report.
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.
list.

To move a 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.
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 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.
list.
The "Manage Reports" dialog box appears.
3. Select the report you want to move.
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.

To delete a report 10
The report appears in the new position.
6. Click Close.
The Report tab appears.
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.
list.
The "Manage Reports" dialog box appears.
3. Select the report you want to delete.
4. 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.

To delete a report

Saving documents
11
11 Saving documents
To save Web Intelligence documents in InfoView
To save Web Intelligence documents in

InfoView
Before you can save a document, you need to run the query at least once.
You save documents to InfoView, the enterprise business intelligence portal.

Depending on whether you want exclusive access to documents or whether
you want to share documents with other users, you can save documents to
personal or public folders.
1. With the document open, click Save as (in the Java Report Panel) or
Document > Save (in Web Intelligence Interactive) on the main toolbar
above the displayed reports.
The InfoView Save as page opens.
2. In the Name box, type the name of the document.
3. In the Description box, type a meaningful description of the document
(optional).
4. In the Keywords box, type keywords that you or other users can use to
search for the document in the future (optional).
5. Select the Folders tab and navigate to the folder where you want to save
the document.
6. Select the Categories tab and choose the categories you want to
associate with the document.
7. Select Permanent regional formatting to associate the document
formatting locale permanently with the document.
8. Click Refresh on open to refresh the document data when the document
is opened.
9. Click OK.
The document is saved in InfoView.
To save updates to a document that has

already been saved
With the document open, click Save on the main toolbar above the
displayed reports.

Saving documents
To save a document with a new name or to a new category 11
The document is saved with the same name and to the same category
in InfoView as the first time the document was saved.
To save a document with a new name or

to a new category
1. With the document open, click the arrow next to Document on the main
toolbar above the displayed reports.
2. Click Save As.
The InfoView Save page opens.
3. In the Title box, type the new title you want to give the document.
4. In the Description box, type a meaningful description of the document
(optional).
5. In the Keywords box, type keywords that you or other users can use to
search for the document in the future (optional).
By default, the document is saved to the current location displayed in the
Location box.
6. To save the document to the displayed location, leave the Location box
unchanged, or
To save the document to a different location, click Change... then, on the
Select Folders page, select the folder where you want to save the
document, and then click OK.
7. Next to Categories, select the Public or Personal folder where you want
to document to be stored in InfoView.
8. Click OK.
The document is saved in InfoView.

11 Saving documents
To save a document with a new name or to a new category

Sorting the results displayed
on reports
12
12 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:
Sort order Description
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 numer-
Default ic data
ascending chronological order for
date
Chronological order for months
alphabetical order for alphanumeric
data
When selected, results are arranged

in ascending order: The smallest value
at the top of the column moving to the
Ascending highest value at the bottom.
For example: 100, 200, 300 or Califor-
nia, Colorado, Florida.
When selected, results are arranged

in descending order: The highest value
at the top of the column moving to the
Descending smallest value at the bottom.
For example: 300, 200, 100 or Florida,
Colorado, California.
Custom (available in the Java Report

You define your own sort order.
Panel)

Sorting data in tables
13
13 Sorting data in tables
To sort values on a table
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
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:

To sort values on a table 13
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

verify you are on the Properties tab. If the Properties tab is not visible,
select the More report options check box.
The Result Preview pane displays the structure of the block on the report
(a table, crosstab, or form).

To prioritize multiple sorts on a table
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.
Web Intelligence applies the sort to the selected column, row, or break.

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.
4. Select the object you want to move up or down the sort order.

To prioritize multiple sorts on a table 13
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
Web Intelligence applies the new sort order to the table.


Applying sorts to sections
14
14 Applying sorts to sections
To sort values in a section
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 2001.
To sort values in a section

3. Click the Section box in the Result Preview pane.
4. Select a sort option radio button next to Sort.
Web Intelligence applies the sort to the results displayed in the report.

Breaks
15
15 Breaks
Breaks defined
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.
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.

Breaks
To insert a break 15
To insert a break
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.
Break properties
You can define the following properties for a break:
Break property Description
When selected, a header is displayed

Show Break Header
for each break.

15 Breaks
Break properties
Break property Description
When selected, a footer is displayed

Show Break Footer
for each break.
When selected, a break is only inserted

Remove Duplicates for each unique value of the selected
break object.
Start on new page Each break starts on a new page.
To set break properties

The Result Preview pane displays the structure of the report block. (A
block is a table, form, or chart).
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.

Using standard calculations
in reports
16
16 Using standard calculations in reports
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 Description
Calculates the sum of the selected da-

Sum
ta.
Counts all rows for a measure object

Count or count distinct rows for a dimension
or detail object.
Average Calculates the average of the data.
Displays the minimum value of the se-

Minimum
lected data.
Display the maximum value of the se-

Maximum
lected data.
Displays the selected data as a percent-

age of the total. The results of the per-
centage are displayed in an additional
column or row of the table.
Note: Percentages are calculated for
Percentage the selected measure compared to the
total results for that measure on the
table or break. To calculate the percent-
age of one measure compared to an-
other measure, you need to build a
custom calculation.
Applies the default aggregation function

to a standard measure, or the database
Default
aggregation function to a smart mea-
sure.

Using standard calculations in reports
To insert or remove a calculation 16
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

The Result Preview pane displays the structure of the report block. (The
blocks on which you can insert calculations are tables, crosstabs, or
forms).
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.

16 Using standard calculations in reports
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.

The Result Preview pane
17
17 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:

The Result Preview pane
17
This image shows a preview of a report with a crosstab:
This image shows a preview of a report with a form:
This image shows a preview of a report with a chart:

17 The Result Preview pane
Defining page size,
orientation and margins
18
18 Defining page size, orientation and margins
To select the paper size
To select the paper size

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.
Web Intelligence applies the selected paper size to the report.
To select the page orientation

4. In the Paper Layout section click the arrow next to the Orientation list
box.
Defining page size, orientation and margins
To set margins 18
5. Select the orientation you want to apply to the report.
Web Intelligence applies the selected orientation to the report page.
To set margins
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.
Web Intelligence displays the report with the page margins you specified.
18 Defining page size, orientation and margins
To set margins
Displaying report titles
19
19 Displaying report titles
To display the report title
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.
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.
Web Intelligence displays the report title with the formats you chose.
Aligning tables and charts
on the report page
20
20 Aligning tables and charts on the report page
To position a block on a report
To position a block on a report

page.
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.
The measurement unit used for the position is specified in your locale.
Web Intelligence applies the position you specified to the report block.
Formatting sections
21
21 Formatting sections
To format a section
To format a section
page.
3. Click Section(s) on the Result Preview pane.
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.
To format a section cell

page.
Formatting sections
To set the page layout for a section 21
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.
Web Intelligence displays the section cell(s) with the format(s) you
specified.
To set the page layout for a section

page.
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.
Web Intelligence applies the properties to the selected section(s).
21 Formatting sections
To set the page layout for a section
Formatting page headers
and footers
22
22 Formatting page headers and footers
To display or hide a header or footer
To display or hide a header or footer

page.
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.
Web Intelligence shows or hides the report header as you specified.
To specify cell contents for headers and

footers
page.
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.
Formatting page headers and footers
To set the height and background color of headers and footers 22
3. Select the cell you want to use to display information.
4. 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... for example, type...
the page number of the

1 [page]
current report page,
the total number of

pages in the current re- 50 [pages]
port,
the page number of the

current report page over
1/50 [page]/[pages]
the total number of
pages in the report
text before or after the

Page: 1 Page: [page]
page number,
To set the height and background color

of headers and footers
page.
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.
22 Formatting page headers and footers
To format a page header or footer cell
To format a page header or footer cell

page.
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.
Web Intelligence displays the report header and footers with the formats
you specified.
Formatting hyperlinks
23
23 Formatting hyperlinks
To format 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
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.
Web Intelligence displays the hyperlinks on the report in the color you
selected.
Formatting vertical and
horizontal tables
24
24 Formatting vertical and horizontal tables
Formatting options for vertical and horizontal tables
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
To format a table
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.
Web Intelligence applies the formatting changes to the report results.
Formatting crosstabs
25
25 Formatting crosstabs
Formatting options for crosstabs
Formatting options for crosstabs

The following custom formatting options are available for crosstabs:
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
date/time data
To format a crosstab
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.
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.
selected column, row, or body click Apply All.
Formatting options for crosstabs 25
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.
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.
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.
Formatting forms
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.
Formatting forms
Formatting options for forms
The following custom formatting options are available for forms:

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
date/time data
To format a form
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.
Formatting forms 25
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.
example, if you want to format how the store name appears on the title
cells of the form, click the [Store name] object.
selected title or value click Apply All.
Formatting forms
Formatting charts in the
HTML Report Panel
26
26 Formatting charts in the HTML Report Panel
Formatting options available for charts
Formatting options available for charts
Formatting options for 2D bar charts
2D charts include an optional axis legend that lists the values displayed on
the bars or lines.
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 charts in the HTML Report Panel
Formatting options available for charts 26
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.
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.
Personalizing chart formats
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.
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
Personalizing chart formats 26
To change the chart size
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.
The measurement unit used for the position (for example, inches or
centimeters) is specified in your locale.
To format the chart background and border
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.
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
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.
On pie charts, you can also show the data values as percentages.
To show and format data values

Preview pane. If chart is a pie chart, the option Show in percentage
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.
To format the chart legend
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.
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.
Formatting chart axes
To format axis values
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
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.
To format axis labels
4. In the Label section, format the text font style, size, color, by clicking the
To format the axis scale
4. Select the appropriate options.
If you want to... then select...
Show the axis values, select Axis Value.
If you want to... then select...
Display the values at an automatic

frequency depending on the number select Auto Frequency.
of values along the axis,
unselect Auto Frequency and then

type a number into the frequency text
Set the frequency at which values
box. (For example, if you want the
display on the axis,
values to display on the axis in units
of 100, then type 100).
Display the axis scale as a logarith-

mic scale (Web Intelligence recalcu-
lates the values as powers of ten, select Logarithmic Scale.
based on the range of data plotted
on the chart),
To select a number format for axis values
4. Click the arrow next to the Number format list box, and then select the
appropriate format from the drop-down list.
Keyboard shortcuts for
accessibility in the HTML
Report Panel
27
27 Keyboard shortcuts for accessibility in the HTML Report Panel
Configuring JAWS
Configuring JAWS
Screen reading software, such as JAWS, is used to read and navigate the
InfoView and Web Intelligence HTML Report Panel interface, as well as
online documentation.
To use assistive technology, such as JAWS, you need to contact your System
Administrator to configure your computer system. Installing JDK 1.4 will not
be sufficient.
Business Objects provides ToolTips in the Web Intelligence HTML Report

Panel to read crucial link descriptions. In order to use these ToolTips, you
will have to configure JAWS to read and navigate links.
For information on configuring JAWS, see:

http://www.freedomscientific.com/HTML_challenge/files/links_chal
lenge.html
Reading links
Business Objects provides ToolTips in the Web Intelligence HTML Report
Panel to read crucial link descriptions. In order to use these ToolTips, you
will have to configure JAWS to read and navigate links.
For information on configuring JAWS, see:

http://www.freedomscientific.com/HTML_challenge/files/links_chal
lenge.html
Logging in and selecting the HTML

Report Panel as your document editor
Before logging into InfoView, you need to launch your web browser and open
the InfoView login page.
1. Type the InfoView URL into the browser address bar.
Keyboard shortcuts for accessibility in the HTML Report Panel
Logging in and selecting the HTML Report Panel as your document editor 27
2. Press Enter.
The InfoView log in page appears.
3. Press the Tab key until you reach the Login button.
4. Press Enter.
Your cursor moves to the Name text box.
5. Type your user name.
6. Press the Tab key once.
Your cursor moves to the Password text box.
7. Type your InfoView password.
Your BusinessObjectss administrator can provide you with the correct
password.
8. Press Enter.
The InfoView home page opens. You are ready to select the Web
Intelligence HTML Report Panel as your document editor.
To select the HTML Report Panel as your document

editor
Before selecting the HTML Report Panel, you must have logged into InfoView.
1. Press the Tab key until you reach the Options button.
2. Press Enter.
The Options page opens.
3. Press the Tab key until you reach Create/Edit tab, then press Enter.
The Create/Edit options page opens.
4. Press the Tab key until you reach the Web Intelligence option in the
Document Type section of the Create/Edit options page.
5. Press the Down arrow and/or Up arrow until Web Intelligence is selected.
6. Press the Tab key until you reach the Java Report Panel option in the
Web Intelligence Documents section of the Create/Edit options page.
7. Press the Down arrow and/or Up arrow until HTML Report Panel is
selected.
8. Press the Tab key once to reach the OK button.
9. Press Enter.
The InfoView home page opens again. You are ready to create or edit a
Web Intelligence document.
Creating and editing Web Intelligence

documents
To create a new Web Intelligence document

1. On the InfoView home page, press the Tab key until you reach New
Document.
2. Press Enter.
The list of universes opens.
3. Press the Tab key until you reach the name of the universe on which you
want to build the document.
4. Press Enter.
The HTML Report Panel launches and the Query tab opens. The objects
on the selected universe are listed in the Universe Objects pane. You
select objects to build a query. The query defines the data content of the
document.
To edit a Web Intelligence document

1. On the InfoView home page, press the Tab key until you reach the name
of the document category or document storage area where the document
is stored.
2. Press Enter.
3. If the document is stored within a category, press the Tab key until you
reach the appropriate category, then press Enter. If the document is not
stored within a category, press the Tab key until you reach All Documents
then press Enter.
The documents are listed.
4. Press the Tab key until you reach the name of the document you want
to edit.
Navigating the HTML Report Panel frames 27
5. Press the Enter key.
The document opens.
6. Press the Tab key until you read the Edit link, then press Enter.
The document opens in Edit mode within the HTML Report Panel.
Navigating the HTML Report Panel

frames
Overview of the browser window frames
To enable navigation using keyboard shortcuts, your web browser window

is divided into four frames. Each frame stretches from left to right.
Navigating the HTML Report Panel frames
Frame Description
Contains the five toolbar buttons you

use to navigate InfoView. From left to
right:
Home the InfoView home page
MyInfoView personalized portal
page
Options select your preferred
1. BusinessObjects Enterprise InfoView format and functionality here
Help access to online help,
guides, and multimedia demos
Logout end each InfoView
session by logging out here
This frame remains unchanged wherev-

er you navigate
Displays the tabs available to you on

the HTML Report Panel. The maximum
number of tabs are:
Query tab you define the data
content for the document here
Query Filters tab you define fil-
ters and prompts for the document
here
Report tab you define the struc-
ture of reports here
2. Tab selection frame Report Filters tab you define fil-
ters for individual reports here
Properties tab you define breaks,
sorts, and calculations for reports
here
Format tab you define formatting
for reports here
The content of this frame remains un-
changed when you work within the
HTML Report Panel.
3. The body of the selected tab
Frame Description
Contains the report panel buttons:

Back takes you to the previous
tab. (This button is grayed out on
the Query tab.)
Next takes you to the next tab.
(This button is grayed out on the
Format tab.)
4. Navigation frame Run or Apply runs the query the
first time you generate the docu-
ment; applies modifications if you
are editing a document you have
already run
The content of this frame remains un-
changed when you work within the
HTML Report Panel.
Navigating from frame to frame
The following table tells you how to navigate between the frames on the
browser window and how to select each option within a frame.
If you want to... use the following shortcut...
move to the next frame, Ctrl+Tab
move to the previous frame, Ctrl+Shift+Tab
select the next element within a frame, Tab
Navigating between the report panel tabs
Depending on your security profile, the Web Intelligence HTML Report Panel
provides up to six tabs positioned at the top of the report panel. You use
these tabs to define the query for a document and to define the reports the
document contains.
In addition, the bottom of the report panel provides three buttons; for
additional navigation between the tabs and for running queries or applying
modifications.
Note: To view all the tabs available to you, select the More Report Options
check box at the top right of the report panel.
Selecting a tab
The HTML Report Panel tabs provide all the options you need to define the
data content, structure, and properties of a Web Intelligence document.
The following table provides the keyboard shortcuts for accessing each tab:
To navigate to the... use the following shortcut...
Query tab Ctrl+Shift+q
Query Filters tab Ctrl+Shift+q then Ctrl+Shift+n
Report tab Ctrl+Shift+r
Report Filters tab Ctrl+Shift+r then Ctrl+Shift+n
Properties tab Ctrl+Shift+p
Format tab Ctrl+Shift+f
Using the Back and Next buttons to navigate between

tabs
You can also navigate the report panel from tab-to-tab using the Back and
Next buttons. The following table provides the keyboard shortcuts for using
the Back and Next buttons.
To select the... use the following shortcut...
Next button Ctrl+Shift+n
Back button Ctrl+Shift+b
Navigating the Query tab
The Query tab is where you define the data content and query properties for
the document.
To select the Query tab, press Ctrl+Shift+q
To move to the next item in the frame, press the Tab key
To move to the previous item in the frame, press Shift+Tab
Building queries using keyboard shortcuts
The following table lists the keyboard shortcuts that enable you to manipulate
the objects you want to add or remove from the query and select the query
properties.
Task Shortcuts
Press the Tab key until you reach

the Universe title in the Universe
Objects pane.
Press Ctrl+Enter.
The universe expands and the
class folders appear.
Expand the tree of class folders on the Press the Down arrow or Up arrow
Universe pane. to select the folder, or
Press the Tab key to move to a
class folder, then press Enter to
select it.
Press Ctrl+Enter.
The class folder expands.
With the cursor positioned on an item

in the Universe Objects pane:
Press the Down arrow or Up arrow
to select the object, or
Select an object to be filtered and add Press the Tab key until you reach
the object to the Query Filters pane. the object, then press Enter to se-
lect the object.
Press Enter.
The object is added to the Query Fil-
ters pane.
To maximize the list of operators,

press the Alt+Down arrow.
Press the Down arrow or the Up
arrow to until you reach the appro-
Select an operator for the filter. priate operator on the list.
Press Enter.
Press the Tab key until the opera-
tors are selected.
The operator is selected.
Task Shortcuts
Press the Tab key until the Con-

stant radio button is selected.
Press the Space bar:
f the Constant option was not al-
Make the filter a standard filter based ready selected, pressing the
on a constant value. Space bar selects the option
If the Constant option was already
selected, pressing the Space bar
unselects the option
Verify that the Constant radio

button is selected.
Press the Tab key until the Value1
text box is selected, then type the
value(s) for the filter.
If you type more than one value,
each value must be separated by
Type a constant to specify the filter val- a semi-colon (;).
ue. For filters based on operators that
require two values, such as the
Between operator, you need to
type the second value into the
Value2 text box:
Press the Tab key until the Value2
text box is selected, then type the
value.
Task Shortcuts
Press the Tab key until the

Prompt radio button is selected.
If the Constant option is selected,
you need to unselect it by pressing
the Space bar and then press the
Tab key to reach the Prompt op-
Make the filter a prompt and define the tion.
prompt message. Press the Space bar:
If the Prompt option was not al-
ready selected, pressing the
Space bar selects the option.
If the Prompt option was already
selected, pressing the Space bar
unselects the option.
Verify that the Prompt option is

selected (see the preceding row in
this table for information).
Make the prompt message display the Press the Tab key until you reach
List of Values. the with List of Values check box.
Press the Shift bar.
The List of Values check box is se-
lected.
First you need to define the filter

or prompt (see the preceding rows
in this table for information).
Once the filter or prompt is de-
Add the newly defined filter or prompt fined, press the Tab key until the
to the Query Filters pane. OK button on the Query Filters
pane is selected.
Press Enter.
The filter appears listed in the pane
below the Query Filters pane.
Task Shortcuts

the drop-down box next to Select
an operator to combine multiple
filters that displays the And or Or
operator.
Select And or Or to combine multiple To maximize the list of operators,
filters. press Alt+Down arrow.
Press the Down arrow or the Up
arrow to select a different operator,
then press Enter.
The new operator combines the filters.

the filter you want to move in the
Query Filters pane.
To select the filter, press Enter,
then:
To move the filter up, press the
Tab key until you reach the Move
the selected object up arrow to the
Change the order of multiple filters. right of the Query Filters pane
To move the filter down, press the
the selected object up arrow to
the right of the Query Filters
pane.
Press Enter.
The selected filter is moved.

the filter you want to edit in the
Query Filters pane.
Edit a filter already listed on the Query To select the filter, press Enter.
Filters pane. You can edit the definition of the
filter by pressing the Tab key until
you reach the appropriate options
in the Query Filters pane.
Task Shortcuts

the filter you want to remove.
Remove a filter from the query. To select the filter, press Enter.
Press Delete.
The filter is removed from the query.
To generate the reports with the filters, press Ctrl+Shift+a.
Navigating the Properties tab
The Properties tab is where you can add breaks, sorts, and predefined
calculations to the reports
To select the Properties tab, press Ctrl+Shift+p
To move to the next item in the frame, press the Tab key.
To move to the previous item in the frame, press Shift+Tab.
Note: Depending on which part of the report you select, not all of the
properties options are available. For example, if you select a column that
contains the names of States, the Sum, Average, and Percentage calculations
are grayed out. The tab key does not move to grayed out options.
Defining breaks, sorts, and calculations using keyboard

shortcuts
The following table lists the keyboard shortcuts that enable you to define
these properties for reports.
Task Shortcuts

the zone on the Report Preview
pane that represents the appropri-
ate part of the report.
Press Enter.
Select the part of the report and the The objects on the selected report
object on which you want to add a area are displayed in the pane on
break, sort, or calculation. the right of the Report tab.
the object on which you want to
place the break, sort, or calculation.
To select the object, press Enter.
Press the Tab or Shift+Tab keys

until you reach the Ascending or
Apply an ascending or descending sort. Descending option for sorts.
Press the Shift bar to select the
sort option.

the Ascending or Descending sort
order check box currently applied.
Press the Shift bar to unselect the
Remove a sort. option.
Press Shift+Tab to move back to
the Default sort order option.
To select the Default order, press
the Shift bar.
Task Shortcuts

the Break and Sort Priority zone
on the Report Preview pane.
Press Enter.
The objects on which there are
breaks are listed in the Sort Priori-
ty pane.
the object you want to move, then
press Enter.
Prioritize multiple sorts.
To move the filter up, press the Tab
key until you reach the Move the
selected object up arrow to the right
of the Sort Priority pane, or:
the right of the Sort Priority pane.
Press Enter.
The selected object is moved.

the Break check box.
Add a break. To add a break and activate the
break options, press the Space bar.
Press the Tab key to reach the ap-

propriate option and then press the
Space bar:
Set break display properties (such as, If the option was not already select-
Show break footer or Remove dupli- ed, pressing the Space bar selects
cates). the option.
If the option was already selected,
pressing the Space bar unselects
the option.
Task Shortcuts

the Break check box.
Remove a break. To remove a break and deactivate
the break options, press the Space
bar.

the Break and Sort Priority zone
on the Report Preview pane.
Press Enter.
The objects on which there are
breaks are listed in the Break Prior-
ity pane.
the object you want to move, then
press Enter.
Prioritize multiple breaks on a report.
To move the filter up, press the Tab
key until you reach the Move the
selected object up arrow to the
right of the Break Priority pane, or:
the right of the Break Priority pane.
Press Enter.
The selected object is moved.

the check box for the calculation
you want to add.
Press the Shift bar.
Insert a calculation.
The check box for the selected calcula-
tion is checked. The calculation will be
applied to the values for the selected
object when you run the report.
Task Shortcuts

the check box for the calculation
you want to remove.
To deactivate and remove the cal-
Remove a calculation. culation, press the Shift bar .
The check box for the selected calcula-
tion is unchecked. The calculation will
not be applied to the values for the se-
lected object when you run the report.
To generate the reports with the sorts, breaks, and calculations, press
Ctrl+Shift+a.
Navigating the Format tab
The Format tab is where you can modify the formatting of individual reports.
To select the Format tab, press Ctrl+Shift+f.
To move to the next item in the frame, press the Tab key.
To move to the previous item in the frame, press Shift+Tab.
Defining formatting for reports
The following table lists the keyboard shortcuts that enable you to define
formatting for reports.
Task Shortcuts

the zone on the Report Preview
pane that represents the part of the
Select an element of a report and se- report you want to format.
lect the object you want to format. Press Enter.
(When you run the report, the format- The objects on the selected report
ting is applied to the cells and cell val- area are displayed in the pane on
ues that display the results for the se- the right of the Report tab.
lected object). Press the Tab key until you reach
the object you want to format.
To select the object, press Enter.

the check box or drop-down list for
the formatting option you want to
select, then:
to select a check box, press the
Space bar
to maximize a drop-down list and
Select and apply a formatting property select an option, press Alt+Down
to the selected object(s). arrow, then use the Down arrow or
Up arrow to highlight an option,
then press Enter
to apply the formatting properties
to all of the objects in the selected
area of the report, press the Tab
key until you reach the Apply For-
mat button, and then press Enter
o generate the reports with the sorts, breaks, and calculations, press
Ctrl+Shift+a.
Third party shortcuts
Logging out
To log out of InfoView
1. Press the Tab key until you reach the Logout button on the InfoView
toolbar.
2. Press Enter.
The InfoView Logout page appears.
3. Press the Tab key until you reach the second Logout button near the
end of the page.
4. Press Enter.
Third party shortcuts

The following section details information on the shortcuts available for third
party applications used with Section 508 compliant InfoView and Web
Intelligence.
JAWS Navigation Shortcuts

JAWS shortcuts are available for navigating InfoView and Web Intelligence.
See http://www.freedomscientific.com for specific shortcuts for using

JAWS software on desktop or laptop computers with InfoView.
JAWS software is currently only available for windows.
Adobe Navigation Shortcuts

Adobe Acrobat 5.0 shortcuts are available for navigating InfoView.
See http://www.adobe.com for specific shortcuts for using Adobe software

with InfoView and Web Intelligence.
Get More Help
A
A Get More Help
Online documentation library

Business Objects offers a full documentation set covering all products and
their deployment. The online documentation library has the most up-to-date
version of the Business Objects product documentation. You can browse
the library contents, do full-text searches, read guides on line, and download
PDF versions. The library is updated regularly with new content as it becomes
available.
http://support.businessobjects.com/documentation/product_guides/
Additional developer resources

http://devlibrary.businessobjects.com
Online customer support

The Business Objects Customer Support web site contains information about
Customer Support programs and services. It also has links to a wide range
of technical information including knowledgebase articles, downloads, and
support forums.
http://www.businessobjects.com/support/
Looking for the best deployment solution for your company?

Business Objects consultants can accompany you from the initial analysis
stage to the delivery of your deployment project. Expertise is available in
relational and multidimensional databases, in connectivities, database design
tools, customized embedding technology, and more.
For more information, contact your local sales office, or contact us at:
http://www.businessobjects.com/services/consulting/
Looking for training options?

From traditional classroom learning to targeted e-learning seminars, we can
offer a training package to suit your learning needs and preferred learning
style. Find more information on the Business Objects Education web site:
http://www.businessobjects.com/services/training
Get More Help
A
Send us your feedback
Do you have a suggestion on how we can improve our documentation? Is
there something you particularly like or have found useful? Drop us a line,
and we will do our best to ensure that your suggestion is included in the next
release of our documentation:
mailto:documentation@businessobjects.com
Note: If your issue concerns a Business Objects product and not the
documentation, please contact our Customer Support experts. For information
about Customer Support visit: http://www.businessobjects.com/support/.
Business Objects product information

For information about the full range of Business Objects products, visit:
http://www.businessobjects.com.
A Get More Help
Index
C InfoView (continued)
selecting document creation and viewing
calculations options in 19
inserting in HTML Report Panel 95 Web Intelligence locale options 23
removing in HTML Report Panel 95
classes 30
L
D locale
associating with a document 25
default universe 21
dimensions
defined 31
M
document locale max rows retrieved query property 34
defined 24
displaying data using 25
documents P
saving in InfoView 76
selecting creation and viewing options 19 paper size
drill options selecting 102
hide drill toolbar option 22 preferred viewing locale
prompt for additional data option 22 defined 25
setting 21 setting 25
start drill on duplicate report option 23 product locale
start drill on existing report option 23 defined 24
start drill session option 23 setting 24
synchronize drill on report blocks option 23
Q
I queries
Infoview adding objects to in HTML Report Panel 33
logging in to 18 building and running in HTML Report Panel
InfoView 32
accessing Web Intelligence from 18 interrupting 39
logging out of 18 removing 39
saving documents in 76 removing objects from 33
Index
queries (continued) S
running in HTML Report Panel 39
Query - HTML defined 14 scope of analysis
query context setting in the HTML Report Panel 36
choosing 38 sections
query editor grouping information with 62
selecting 21 standard calculations 94
query editors subclasses 30
Query - HTML 14
query properties
max retrieval time 34
U
max rows retrieved 34 universe
reset contexts on refresh 38 selecting 30
retrieve duplicate rows 34 selecting default 21
R V
reports view format
deleting in HTML Report Panel 73 selecting 21
displaying the report title 106
drilling on 13
inserting in HTML Report Panel 70 W
moving in HTML Report Panel 72
renaming in HTML Report Panel 71 Web Intelligence
viewing and printing 13 and business intelligence 12

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Building reports using the Web

Intelligence HTML Report Panel

Building reports using the Web Intelligence HTML Report Panel

Chapter 2 Accessing Web Intelligence from InfoView 17

Chapter 3 Creating and editing documents 27

Building reports using the Web Intelligence HTML Report Panel 3

Chapter 4 Building and editing queries 29

4 Building reports using the Web Intelligence HTML Report Panel

Chapter 5 Table types in Web Intelligence 41

Chapter 6 Allocating data to tables 45

Chapter 7 Chart types in Web Intelligence 51

Chapter 8 Allocating data to charts 57

Building reports using the Web Intelligence HTML Report Panel 5

Chapter 9 Grouping information with sections 61

Chapter 10 Multi-report documents 69

Chapter 11 Saving documents 75

Chapter 12 Sorting the results displayed on reports 79

Chapter 13 Sorting data in tables 81

Chapter 14 Applying sorts to sections 87

6 Building reports using the Web Intelligence HTML Report Panel

Chapter 16 Using standard calculations in reports 93

Chapter 17 The Result Preview pane 97

Chapter 18 Defining page size, orientation and margins 101

Chapter 19 Displaying report titles 105

Chapter 20 Aligning tables and charts on the report page 107

Chapter 21 Formatting sections 109

Building reports using the Web Intelligence HTML Report Panel 7

To set the page layout for a section.........................................................111

Chapter 22 Formatting page headers and footers 113

Chapter 23 Formatting hyperlinks 117

Chapter 24 Formatting vertical and horizontal tables 119

Chapter 25 Formatting crosstabs 121

Chapter 26 Formatting charts in the HTML Report Panel 127

8 Building reports using the Web Intelligence HTML Report Panel

Chart formatting options.....................................................................130

Appendix A Get More Help 161

Building reports using the Web Intelligence HTML Report Panel 9

10 Building reports using the Web Intelligence HTML Report Panel

How Web Intelligence performs business

How Web Intelligence performs business

Interacting with Web Intelligence reports

12 Building reports using the Web Intelligence HTML Report Panel

Viewing and printing Web Intelligence reports

When you print reports, Web Intelligence automatically generates a copy of

Drilling on Web Intelligence reports

Performing on-report analysis

Viewing Web Intelligence reports in Interactive view format enables you to

On-Report Analysis is designed for:

Building reports using the Web Intelligence HTML Report Panel 13

Creating and editing Web Intelligence

Web Intelligence Query - HTML

Designed for users requiring a pure HTML environment to build queries,

Used together with On-Report Analysis, Query HTML provides a complete

Note: Web Intelligence Query HTML and On-Report Analysis in Interactive

14 Building reports using the Web Intelligence HTML Report Panel

Web Intelligence Java Report Panel

Note: The Web Intelligence Java Report Panel is available if your

Web Intelligence Rich Client

Web Intelligence Rich Client is a locally installed Microsoft Windows

Web Intelligence HTML Report Panel

Building reports using the Web Intelligence HTML Report Panel 15

16 Building reports using the Web Intelligence HTML Report Panel

To log out of InfoView