Xi31 sp4 Webi HTML en PDF

Building reports with the SAP
BusinessObjects Web Intelligence

HTML Report Panel
SAP BusinessObjects XI 3.1 Service Pack 4

Copyright 2011 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge,
ByDesign, SAP Business ByDesign, and other SAP products and services
mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP AG in Germany and other countries. Business Objects and the
Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web
Intelligence, Xcelsius, and other Business Objects products and services mentioned
herein as well as their respective logos are trademarks or registered trademarks
of Business Objects S.A. in the United States and in other countries. Business
Objects is an SAP company.All other product and service names mentioned are
the trademarks of their respective companies. Data contained in this document
serves informational purposes only. National product specifications may vary.These
materials are subject to change without notice. These materials are provided by
SAP AG and its affiliated companies ("SAP Group") for informational purposes
only, without representation or warranty of any kind, and SAP Group shall not be
liable for errors or omissions with respect to the materials. The only warranties for
SAP Group products and services are those that are set forth in the express
warranty statements accompanying such products and services, if any. Nothing
herein should be construed as constituting an additional warranty.
2011-05-06
Contents
Chapter 1 About Web Intelligence 11
How Web Intelligence performs business intelligence over the web.........12
How Web Intelligence performs business intelligence offline....................12
Interacting with Web Intelligence reports...................................................12
Viewing and printing Web Intelligence reports.....................................13
Drilling on Web Intelligence reports......................................................13
Performing on-report analysis..............................................................13
Creating and editing Web Intelligence documents....................................14
Web Intelligence Query - HTML...........................................................14
Web Intelligence Java Report Panel....................................................15
Web Intelligence Rich Client................................................................15
Web Intelligence HTML Report Panel..................................................16
Chapter 2 Accessing Web Intelligence from InfoView 17

To log in to InfoView...................................................................................18
To log out of InfoView................................................................................19
Web Intelligence InfoView options.............................................................19
Web Intelligence document creation and viewing options...................19
To set Web Intelligence drill options.....................................................24
Web Intelligence locale options............................................................26
Chapter 3 Returning data using queries 31

Creating, editing and saving documents...................................................32
Building queries.........................................................................................32
To build and run a query.......................................................................32
To add objects to a query.....................................................................34
Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel 3
Contents
To remove objects from a query...........................................................34

To remove a query................................................................................35
To interrupt a query..............................................................................35
Setting the scope of analysis.....................................................................35
Scope of analysis.................................................................................35
Levels of scope of analysis..................................................................36
To set the scope of analysis.................................................................37
Query contexts...........................................................................................37
What is an ambiguous query?..............................................................37
What is a context?................................................................................38
Choosing a context when you run a query...........................................38
Web Intelligence query properties.............................................................38
Allow other users to edit all queries property.......................................38
Max retrieval time query property.........................................................39
Max rows retrieved query property.......................................................39
Query prompt order..............................................................................39
Retrieve duplicate rows query property................................................40
Query Stripping....................................................................................40
Reset contexts on refresh query property............................................41
Clear contexts query property..............................................................42
Sample result set query property.........................................................42
Chapter 4 Filtering data using query filters 43

Filtering the data selection in the query.....................................................44
To select a predefined query filter..............................................................44
To combine query filters.............................................................................44
To create a custom query filter...................................................................44
Nesting query filters...................................................................................45
To nest query filters..............................................................................45
To create a prompt.....................................................................................46
Query filter and prompt operators..............................................................47
4 Building reports with the SAP BusinessObjects Web Intelligence HTML Report Panel
Contents
Equal To operator.................................................................................47
Not Equal To operator..........................................................................47
Different From operator........................................................................47
Greater Than operator..........................................................................47
Greater Than Or Equal To operator......................................................47
Less Than operator..............................................................................48
Less Than Or Equal To operator..........................................................48
Between operator.................................................................................48
Not Between operator..........................................................................48
In List operator.....................................................................................49
Not In List operator...............................................................................49
Matches Pattern operator.....................................................................49
Different From Pattern operator...........................................................49
Both operator........................................................................................49
Except operator....................................................................................50
Chapter 5 Displaying data in tables 51

Table types in Web Intelligence.................................................................52
Vertical table.........................................................................................52
Horizontal table....................................................................................52
Crosstab...............................................................................................53
Forms...................................................................................................54
To select a table or chart template.............................................................55
Allocating data to tables.............................................................................56
To select a table or chart template.......................................................56
To add an object to a table...................................................................57
To remove an object from a table.........................................................58
To reposition an object on a table........................................................58
To reorder the columns or rows on a table...........................................59
To position a block on a report...................................................................60
Formatting options for vertical and horizontal tables.................................61
Contents
To format a table...................................................................................62
Formatting options for crosstabs...............................................................62
To format a crosstab.............................................................................63
To display headers in a crosstab..........................................................63
To center column values on a crosstab header....................................64
Formatting options for forms......................................................................65
To format a form...................................................................................65
Chapter 6 Organizing data with sections, breaks and sorts 67

Organizing the data in reports...................................................................68
Grouping information with sections...........................................................68
To create a section on a report.............................................................70
To create a subsection on a report.......................................................71
To change the order of sections on a report.........................................72
To remove a section from a report........................................................72
To format a section...............................................................................73
To format a section cell.........................................................................74
To set the page layout for a section.....................................................74
Sorting the results displayed on reports....................................................75
Sorting data in tables............................................................................76
To sort values on a table......................................................................78
To prioritize multiple sorts on a table....................................................79
Applying sorts to sections.....................................................................80
Using breaks........................................................................................81
Chapter 7 Displaying data in charts 85

Chart types in Web Intelligence.................................................................86
Bar charts.............................................................................................86
Line charts............................................................................................86
Area charts...........................................................................................87
Contents
Pie charts.............................................................................................87
Radar, polar and scatter charts............................................................88
3D charts..............................................................................................88
2D charts..............................................................................................89
To select a table or chart template.............................................................90
Allocating data to charts............................................................................91
To add objects to chart axes.................................................................91
To reposition objects on a chart axis....................................................92
To remove an object from a chart axis.................................................92
Chart formatting options............................................................................93
Formatting options for 2D bar charts....................................................93
Formatting options for 3D charts..........................................................94
Formatting options for pie charts..........................................................95
To change the chart size......................................................................96
To format the chart background and border.........................................97
Displaying data values.........................................................................97
To format the chart legend..................................................................100
Formatting chart axes.........................................................................101
Chapter 8 Filtering the values displayed in reports 105

To create a report filter.............................................................................106
Chapter 9 Report filter operators 107

Equal To operator....................................................................................108
Not Equal To operator..............................................................................108
Different From operator...........................................................................108
Greater Than operator.............................................................................108
Greater Than Or Equal To operator.........................................................108
Less Than operator..................................................................................109
Less Than Or Equal To operator.............................................................109
Contents
Between operator....................................................................................109
Not Between operator..............................................................................109
In List operator.........................................................................................109
Not In List operator..................................................................................110
Is Null operator........................................................................................110
Is Not Null operator..................................................................................110
Chapter 10 Formatting reports and report page layout 111

The Result Preview pane.........................................................................112
Defining page size, orientation and margins...........................................115
To select the paper size......................................................................115
To select the page orientation............................................................115
To set margins....................................................................................116
Displaying report titles.............................................................................117
To display the report title....................................................................117
Formatting page headers and footers.....................................................118
To display or hide a header or footer..................................................118
To specify cell contents for headers and footers................................118
To set the height and background color of headers and footers........119
To format a page header or footer cell...............................................120
Managing reports.....................................................................................120
To insert a report................................................................................120
To move a report................................................................................121
To rename a report.............................................................................121
To delete a report...............................................................................122
Formatting hyperlinks..............................................................................123
To format hyperlinks...........................................................................123
Chapter 11 Using standard calculations in reports 125

Standard calculations..............................................................................126
Contents
To insert or remove a calculation.............................................................127
Chapter 12 Working with documents 129

To create a Web Intelligence document from InfoView............................130
To open a Web Intelligence document from InfoView..............................130
To delete a Web Intelligence document from InfoView............................130
Saving documents...................................................................................131
To save a new Web Intelligence document in InfoView.....................131
To save a Web Intelligence document as a PDF file..........................131
To save a Web Intelligence document as an Excel spreadsheet.......132
To save a Web Intelligence document as a CSV file..........................132
To save a Web Intelligence document as a Text file..........................133
Automatic saving and recovery..........................................................134
Printing Web Intelligence documents......................................................136
To print a Web Intelligence report.......................................................137
Web Intelligence document properties....................................................137
To view and set Web Intelligence document properties.....................140
Appendix A More Information 141
Index 145
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 with an easy to use interactive
and flexible user interface for building and analyzing reports on corporate
data over the web, on secured intranets and extranets. The Web Intelligence
software is installed by your administrator on a web server on your corporate
network.
To use Web Intelligence from your local computer, you log into the business
intelligence portal InfoView via your Internet browser. Then, depending on
your security profile, you can interact with the reports in corporate documents
or edit or build your own documents using a Web Intelligence report panel
or query panel.
How Web Intelligence performs business

intelligence offline
Web Intelligence can be used offline as Web Intelligence Rich Client, a
standalone Microsoft Windows application, equivalent to the Java Report
Panel, that you can install on your computer. Web Intelligence Rich Client
lets you continue to work with Web Intelligence (WID) documents when you
are unable to connect to a CMS, when you want to perform calculations
locally rather than on the server, and when you want to work with Web
Intelligence documents without installing a CMS or application server.
Web Intelligence Rich Client can also be used when connected to a CMS.
Interacting with Web Intelligence reports

Depending on your security profile and on how Web Intelligence is deployed
across your organization, you can view, analyze, or enhance and modify the
data displayed on reports.
Interacting with Web Intelligence reports 1
Viewing and printing Web Intelligence reports
Once logged into the business intelligence portal InfoView, you can access
Web Intelligence documents and view reports. Onscreen navigation is made
easy with page-to-page navigation buttons and a document map that allows
you to jump from section to section or report to report.
The same document can provide the information adapted to each user due
to prompts that request each user, who opens the document, to specify the
data they want to return to the reports.
When you print, Web Intelligence automatically generates a copy of reports

in Portable Document Format (PDF) format for optimum print quality. You
can print reports directly from the Web Intelligence Java Report Panel or
Web Intelligence Rich Client without exporting to PDF.
Drilling on Web Intelligence reports
Drilling on Web Intelligence reports enables you to analyze the detailed data
behind the displayed results. You can turn the report you are viewing into a
drillable report or drill on a duplicate of the original report to retain a version
of the results before your drill analysis.
Once you have found the information you need, you can save a snapshot
of the drilled report to share the results of your analysis with other Web
Intelligence users, or save the document in Excel or Portable Document
(PDF) format to print or 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
Creating and editing Web Intelligence documents
With On-Report Analysis you can:

view document metadata to understand the data behind reports and see
how reports are structured and filtered
filter and sort results
add new tables and charts
add formulas and create variables
format and change the layout of charts and tables
slice and dice results by adding other data to charts and tables
Note:
On-report analysis of Web Intelligence reports in Interactive view format is
only available if your administrator has deployed Web Intelligence in JSP
mode.
Creating and editing Web Intelligence

documents
You can create or edit Web Intelligence documents using the Web Intelligence
HTML Report Panel, Web Intelligence Query - HTML, Web Intelligence in
Interactive mode, the Web Intelligence Java Report Panel and Web
Intelligence Rich Client.
Web Intelligence Query - HTML
Designed for users requiring a pure HTML environment to build queries,

Web Intelligence Query HTML offers the ability to define the data content
of documents on multiple data sources. You can use Query HTML to create
new documents from scratch or edit the queries in documents created using
any of the other Web Intelligence tools.
Used together with On-Report Analysis, Query HTML provides a complete

solution for building queries and designing powerful reports in a pure HTML
environment. Once you have run the queries to generate a standard report,
you can leverage Web Intelligence On-Report Analysis features to format
multiple reports, add formulas, and create variables.
Creating and editing Web Intelligence documents 1
Note:
Web Intelligence Query HTML and On-Report Analysis in Interactive view
format are only available, if your administrator has deployed Web Intelligence
in JSP mode.
Web Intelligence Java Report Panel
The Java Report Panel is designed for users who need more flexibility with
designing report layout and defining formulas and variables. A graphical
Formula Editor enables you to build formulas rapidly using drag-and-drop.
Note:
The Web Intelligence Java Report Panel is available if your administrator
has deployed Web Intelligence in ASP mode and if your administrator has
deployed Web Intelligence in JSP mode.
Web Intelligence Rich Client
Web Intelligence Rich Client is a locally installed Microsoft Windows

application that lets you work with Web Intelligence (WID) documents that
are stored locally or in a CMS.
When working without a CMS connection you can work on your local machine
with either CMS-secured or unsecured documents.
Web Intelligence Rich Client is based on the Web Intelligence Java Report
Panel and provides equivalent document creation, editing, formatting, printing
and saving capabilities.
There are a number of reasons for using Web Intelligence Rich Client to
work with WID documents:
You want to work with Web Intelligence documents but you are unable
to connect to a CMS (while traveling, for example).
You want to improve calculation performance: Web Intelligence Rich
Client performs calculations locally, rather than on the server, and local
calculations can perform better than server calculations.
You want to work with Web Intelligence documents without installing a
CMS or application server.
Creating and editing Web Intelligence documents
Web Intelligence HTML Report Panel
Designed for users who need to build basic reports, the HTML Report Panel
provides query and report features in a simple wizard-like interface. Each
document is based on a single data source and can contain multiple reports,
displaying different subsets of information.
In addition, the HTML Report Panel is 508 compliant and can be customized
for specialized deployments.
Note:
The Web Intelligence HTML Report Panel is only available if your
administrator has deployed Web Intelligence in JSP mode.
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.
To log in to InfoView
Before you can use InfoView and Web Intelligence you need the following
information:
a URL to the InfoView server
the InfoView server name and port number
your login and password
your authentication, which controls the InfoView resources available to
you
Contact your adminstrator for these details if you do not already know them.
Note:
By default the InfoView server name and authentification method are not
displayed on the InfoView logon page. You need to supply this information
only if your administrator has made these options visible.
You access Web Intelligence by using your web browser to log into InfoView,
the corporate business intelligence portal. Once you are in InfoView, you
can analyze and enhance Web Intelligence reports.
1. Launch your web browser.
2. Point your browser to the InfoView bookmark or URL.
The InfoView login page appears.
3. If the System box is blank, type the name of the InfoView server followed
by a colon (:), and then type the port number.
4. In the Username box, type your user name.
5. In the Password box, type your password.
6. In the Authentication box, select the authentication provided to you by
your administrator.
7. Click Log On.
The InfoView home page appears.
Accessing Web Intelligence from InfoView
To log out of InfoView 2
To log out of InfoView
When you finish using InfoView or Web Intelligence you need to log out,
instead of simply closing your web browser.
Logging out of InfoView ensures that any preferences you modified during
your InfoView session are saved. It also lets your administrator track how
many users are logged into the system at any given time and thus optimize
InfoView and Web Intelligence performance.
Click Log Out.
The login page appears. You are logged out of InfoView
Web Intelligence InfoView options
Web Intelligence document creation and viewing

options
You can set your Web Intelligence options to determine how you create,
view and interact with documents using Web Intelligence.
You create documents using a query editor to build the query to retrieve the
document data. After the query returns the data to the document, you can
view and interact with the data.
Document creation option Description
You create documents using the

Java Report Panel, a Java applet
than launches in your Web brows-
er.
The Java Report Panel is a com-

bined query building, report editing
and data analysis environment. If
you choose Advanced as your
document creation option, you also
Advanced use the Java Report Panel for
working with the data returned by
the query. The Select a default
view format option is not taken into
account.
The Java Report Panel provides

the richest feature set of all Web
Intelligence query building, report
editing and data analysis environ-
ments.
You build queries using Query -

Interactive
HTML, an HTML-based query editor.
You build queries, edit reports and

analyze data using Web Intelli-
Desktop gence Rich Client, a standalone
version of the Java Report Panel
that runs outside your web browser.
You create reports using the HTML

Web Accessibility Report Panel, a 508-compliant query
and report building environment.
You can use the following view formats to view and interact with existing
Web Intelligence documents, or documents that you have just created using
a query editor:
Web Intelligence InfoView options 2
View format Description
Use Web (HTML) format when you

want to open reports, answer
Web
prompts, navigate reports, and/or
perform drill analysis.
Use Interactive format when you

want to apply filters, sorts, calcula-
tions, modify formatting and data
displayed on tables and charts,
and/or perform drill analysis.
Use Interactive format if you are us-

ing Query HTML to define queries,
and you want to format reports based
on those queries and add formulas
and variables.
Interactive format + Query HTML

provides an approximate equivalent
to the Java Report Panel or Web In-
telligence Rich Client, in a pure
Interactive HTML environment.
You can also use Interactive format

to view and work with reports gener-
ated from the HTML Report Panel.
Unline Query - HTML, which is a
pure query-building environment, the
HTML Report Panel also allows you
to define reports. After running your
query, you can continue to work with
the report either by using Interactive
format, or by returning to the HTML
Report Panel.
Interactive view format is only avail-

able if your administrator has de-
ployed Web Intelligence in JSP
mode.
View format Description
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. Click Web Intelligence Preferences to display the Web Intelligence
options.
3. Select the query editor beneath Select a default creation/editing tool.
4. Click OK.
To select the Web Intelligence view format
You can select different view formats for Web Intelligence documents
depending on how you want to interact with the information displayed on the
reports. You select your Web Intelligence view options in InfoView. When
you modify your view options, the new settings are implemented the next
time you open a Web Intelligence document.
1. Click the Preferences button on the InfoView toolbar.
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.
Refresh option in Infoview
With SAP BusinessObjects XI 3.1 SP3 refresh of Web Intelligence documents

created from custom data sources like text, excel files and Custom Data
Provider plug-in are supported in Infoview.
Note:
The refresh option is available for Windows operating system only.
To refresh a text or excel file, set the RefreshOnServer registry to the

following values:
RefreshOnServer = NO or Disable to disable refresh on Server.
RefreshOnServer = YES or ENABLE to enable refresh on Server, by

default it is set to YES or Enable.
RefreshOnServer = ALLOW_USE_WINDOWS_SHARE to enable refresh

on Windows server only.
The registry path is: HKEY_LOCAL_MACHINE > SOFTWARE > Business

Objects > Suite 12.0 > Default > Web Intelligence > Calculator > PDP.
Before refreshing a document from Infoview make sure that the following
points are taken care:
1. The Custom Data Provider has to be on the BOE server, if it is clustered
then each and every cluster needs to be updated with the same copy of
Custom Data Provider.
2. Incase of a blocker issue and the file cannot be accessed from its original
source location then the file should be placed in the default location for
each server.
The default server path is <Installdir>Business
Objects\PersonalDPFilessymantec, you can change this path by
changing the value of Server_Path in the registry.
3. The Server Intelligence Agent (SIA) should be managed by a user
authentication valid in the network domain. Normally SIA is managed
using local system account; this practice is not recommended when
deploying Custom Data Provider in server.
4. For refreshing a document based on Generic WS, update the

net.properties file present at: <Installdir>\javasdk\jre\lib with
the following lines:
http.proxyHost=bluecoat-proxy
http.proxyPort=8080
http.nonProxyHosts=localhost|127.0.0.1|10.
Where, proxyHost is the name of the proxy server (e.g.
proxy.mydomain.com),
proxyPort is the port number to use (default value is 80),
nonProxyHosts is a '|' separated list of hostnames which should be

accessed directly, ignoring the proxy server (default value is localhost &
127.0.0.1)
Note:
The .pac files are not supported, you have to explicitly configure the proxy
server in the proxy settings for the URL.
To set Web Intelligence drill options
Drilling on reports lets you look deeper into data to discover the details behind
a good or bad summary result displayed on a table, chart, or section. Before
you begin a drill session, you can set your drill options in InfoView to specify
how reports will change each time you drill.
1. Click Preferences on the Infoview toolbar.
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
Locales determine how Web Intelligence displays its interface (for example,
menu items and button text) and data (for example, date and number
formatting).
Web Intelligence has three locales:
Locale Description
The locale in which the Web Intelli-

Product Locale
gence interface is displayed
The locale of the data currently con-

Document Locale
tained in the document
The user's preferred locale for display-

Preferred Viewing Locale
ing document data
The InfoView settings determine how the Document Locale and Preferred
Viewing Locale interact to display document data.
Related Topics
To permanently associate a locale with a document
The Product Locale
The product locale is used to display the Web Intelligence interface (for
example, menu items and button text).
Note:
The GetLocale function returns the Product Locale.
To set the Product Locale

1. Click Preferences on the main InfoView toolbar.
2. Click General to display the general options.
3. Select the product locale from the Product locale list.
The Document Locale
The Document Locale formats the data in a document. For example, the
Document Locale determines how Web Intelligence displays dates and
numbers.
If the Web Intelligence settings in InfoView give the user's Preferred Viewing
Locale priority through the Use my Preferred Viewing Locale to format
the data setting, Web Intelligence sets the Document Locale to the Preferred
Viewing Locale when the user opens a document. When the user saves the
document, Web Intelligence saves this Document Locale with the document.
If the Web Intelligence settings do not give the user's Preferred Viewing
Locale Priority, Web Intelligence formats the data according to the Document
Locale saved with the document.
When a user creates a document, Web Intelligence always assigns the user's
Preferred Viewing Locale as the initial Document Locale, whether or not the
Web Intelligence settings in InfoView give the Preferred Viewing Locale
priority.
A user can permanently associate the current Document Locale with a

document by saving the document with the Permanent Regional Formatting
option selected. Once a document has been saved with the option selected,
Web Intelligence ignores the InfoView settings and always formats the
document data using the saved Document Locale. This applies to all users,
not just the user who selected the Permanent Regional Formatting option.
Note:
The GetContentLocale function returns the Document Locale.
Related Topics
To set 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 a user's preferred locale for displaying

document data. The Document Locale becomes the user's Preferred Viewing
Locale when the InfoView settings give the Preferred Viewing Locale priority.
Note:
The GetPreferredViewingLocale function returns the Preferred Viewing
Locale. The GetLocalized function also uses the Preferred Viewing Locale
to display translated strings.
To set the Preferred Viewing Locale

1. Click Preferences on the main InfoView toolbar.
2. Click General to display the general options.
3. Select the preferred viewing locale from the Preferred viewing locale
list.
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.
1. In Web Intelligence Interactive, select Document > Properties from the

menu to display the" Document Properties" dialog box, then select
Permanent regional formatting.
2. In the Web Intelligence Java Report Panel or Web Intelligence Rich Client,
right-click an empty area of the report, select Document Properties to
display the Document Properties pane, then select Permament
Regional Formatting in the Document Options section of the pane.
3. Save the document.
The current Document Locale is associated permanently with the
document.
Returning data using
queries
3
3 Returning data using queries
Creating, editing and saving documents
Creating, editing and saving documents

You create Web Intelligence documents by first selecting a universe in
InfoView. Each universe maps to a database containing corporate business
information. When you connect to a universe, Web Intelligence automatically
launches the document editor selected on the Web Intelligence Document
Preferences page in InfoView.
After you have selected a universe, you use the objects in the universe to
build a query to return data from the database to your Web Intelligence
document.
After creating a document you can save it to the InfoView repository.
Building queries
To build and run a query

1. On the InfoView Home page, click the arrow next to New, then select
Web Intelligence Document on the top toolbar. Alternatively, click Add
Query in the Query Panel if you are adding a query to a document that
already contains at least one query.
2. Click the title of the universe on which you want to create a document.
3. Click the + sign next to a class folder in the Universe Objects pane.
The class expands to show the objects that belong to the class.
4. Double-click an object in the Universe Objects pane; or Drag an object
from the Universe Objects pane and drop it onto the Result Objects
pane; or select an object on the Universe Objects pane, then click >>.
5. Repeat the previous step for every object you want to include in the query.
6. The next step depends on whether you want to generate a default
formatted report immediately to view the results or whether you want to
design the document structure now and then generate the results with
your personalized formatting.
Returning data using queries
Building queries 3
Option Description
Click Run. Do this to display the results corre-
sponding to the query definition in a
vertical table, containing data for all
of the objects included on the query.
Click the Report tab at the top of Do this to select a specific table or
the HTML Report Panel, specify chart template for the data or insert
the structure of the document, and additional reports and then allocate
then click Run. a sub-set of the query data to each
report.
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.
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:
Building queries
Measure object
The measure object retrieves numeric data that is the result of calculations
on data in the database. For example, [Revenue] is the calculation of the
number of items sold multiplied by item price. Measure objects are often
located in a Measures class.
Measure objects appear as follows in the Web Intelligence query panel:
There are two types of measure:

classic measures - calculated by Web Intelligence
smart measures - calculated by the database on which the universe is
based
In certain situations, smart measures impact the way in which Web

Intelligence displays calculations. For more information on smart measures,
see the Using Functions, Formulas and Calculations in SAP BusinessObjects
Web Intelligence guide.
To add objects to a query
You must be on the Query tab of the HTML Report Panel.

1. Click + next to a class folder or double-click a class folder.
2. Double-click an object in the class you expanded or drag the object to
the Result Objects pane or select the object then click >>.
To remove objects from a query
You must be on the Query tab of the HTML Report Panel.

Drag the object from the Result Objects pane and drop it onto the
Universe Objects pane or select the object then click <<.
Setting the scope of analysis 3
To remove a query
1. Select a the query you want to remove by right-clicking the appropriate
Query tab.
2. Click Remove.
To interrupt a query
When you interrupt a query, only partial data is returned to the document.
The values displayed in the document do not accurately reflect the definition
in the query.
1. On the "Waiting - Refresh Data" dialog box, click Cancel.
The "Interrupt Data Retrieval" dialog box appears.
2. Click OK.
Setting the scope of analysis
Scope of analysis
The scope of analysis for a query is extra data that you can retrieve from the
database to give more details on the results returned by each of the objects
in a query. This extra data does not appear in the initial result report, but it
remains available in the data cube, so you can pull this data in to the report
to allow you to access more detail at any time. This process of refining the
data to lower levels of detail is called drilling down on an object.
In the universe, the scope of analysis corresponds to the hierarchical levels

below the object selected for a query. For example, a scope of analysis of
one level down for the object Year, would include the object Quarter, which
appears immediately under Year.
You can set this level when you build a query. It allows objects lower down
the hierarchy to be included in the query, without them appearing in the
Results Objects pane. The hierarchies in a universe allow you to choose
your scope of analysis, and correspondingly the level of drill available.
Setting the scope of analysis
In the Java Report Panel and in Web Intelligence Rich Client, you can also
create a custom scope of analysis by selecting specific dimensions for the
Scope of Analysis pane.
Note:
You cannot set the scope of analysis when working in query drill mode
because this drill mode causes Web Intelligence to modify the scope
dynamically in response to drill actions.
Levels of scope of analysis
You can set the following levels for scope of analysis:
Level Description
Only the objects that appear in the

None Results Objects pane are included in
the query.
For each object in the Result Objects

One level down pane, one, two, or three objects lower
Two levels down down the hierarchy tree are included
in the query. The data from these ob-
Three levels down
jects is stored in the cube until you add
them to the document.
Custom
Note: All objects added manually to the
This option is available in the Java Scope of Analysis panel are included
Report Panel and in Web Intelligence in the query.
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.
Query contexts 3
In order to minimize the size of documents and optimize performance, we
recommend that you only include a scope of analysis in documents where
you are certain that users will need to drill.
We suggest the following method because it will be easier for you to set the
scope of analysis seeing the hierarchy of the classes and objects.
To set the scope of analysis

1. On the Query tab, click the arrow next to the Scope of Analysis
drop-down list box.
2. Select a level for the scope of analysis.
Query contexts
What is an ambiguous query?
An ambiguous query is a query that contains one or more objects that can
potentially return two different types of information.
In a universe, certain dimensions may have values that are used for two
different purposes in the database. For example, the [Country] dimension in
the query below can return two types of information:
Customers and the country in which they spent their vacation.
Customers and the country for which they have made their reservation.
The role that Country plays in this query is ambiguous. A country can be
either the country where a vacation was sold, or a country where a vacation
is reserved. One is existing information (sales), and the other is future
information (reservations).
To avoid ambiguities in a query, the universe designer identifies the different

ways that objects can be used in the universe, and implements restrictions
on how these objects can be combined. These restrictions are called contexts.
Web Intelligence query properties
What is a context?
A context is a defined group of objects that share a common business

purpose. This business purpose is usually the type of information that these
related objects represent. For example, a sales context is a grouping of all
the objects that can be used to create sales queries. A reservations context
is a grouping of all the objects that can be used in reservation queries.
Contexts are defined in a universe by the universe designer.
You can combine any object within the same context to create a query. You
can also combine objects in different contexts. If you use an object that is
common to both contexts, Web Intelligence will try to determine the context
that best fits the other objects in the query.
If it cannot determine a context, you are prompted to choose the context that
you want to apply to the query.
Choosing a context when you run a query
When you create a query or refresh a report, you may be asked to choose
a context before the query can run. Contexts are set up in a universe to avoid
ambiguous queries.
To choose a context when you run a query
1. Run the query containing multiple contexts.

The "Select a Context" dialog box appears.
2. Select the context in the "Select a Context" dialog box.
Allow other users to edit all queries property
When selected, other users who have the appropriate editing rights can
access Query View and modify the queries in the document. When cleared,
Web Intelligence query properties 3
only the report creator can modify the queries. This option is selected by
default. Unlike the other query properties, which only apply to the selected
query, this option applies to all of the queries in the document.
Max retrieval time query property
Maximum time that a query can run before the query is stopped. This can
be useful when a query is taking too long due to an excess of data, or network
problems. You can set a time limit so a query can stop within a reasonable
time.
Max rows retrieved query property
The Max rows retrieved query property determines the maximum number
of rows of data that are displayed when a query is run. If you only need a
certain amount of data, you can set this value to limit the number of rows of
data in your document.
Max rows retrieved does not operate at the database level. If you set Max
rows retrieved to 1000, and your query returns 5000 rows, Web Intelligence
initially retrieves all 5000 rows, before discarding 4000 and retaining only
the first 1000 rows.
The Sample result set query property also applies a restriction on the
number of rows in the query, but at the database level. If you set Max rows
retrieved to 2000 and Sample result set to 1000, the query retrieves a
maximum of 1000 rows only.
This setting can be overridden by the limits set by your administrator in your
security profile. For example, if you set the Max rows retrieved setting to
400 rows, but your security profile limits you to 200 rows, only 200 rows of
data will be retrieved when you run the query.
Query prompt order
Prompts are listed in the list. You can use the up and down arrows to move
a prompt up or down the list to change the order in which they are executed.
Retrieve duplicate rows query property
In a database, the same data may be repeated over many rows. You can
choose to have these repeated rows returned in a query, or to have only
unique rows returned.
Query Stripping
Query Stripping enables you to optimize the query generation automatically.

With Query Stripping enabled, Web Intelligence generates a query containing
only those objects that effectively contribute to a report. It improves the
performance of the report by sending the stripped query to the connection
server.
Each time you refresh a query, Web Intelligence strips the objects which are
not contributing to the report (directly or indirectly) from the report as well as
from the SQL Viewer tab. It refreshes only the query that is directly related
to the report. The stripped objects get deleted from the report and appear
as bold in the Data map to allow easy identification of the stripped objects.
You can drag and drop these objects if you want them to appear in the report
again. Once you drag and drop these objects, the column header of the
report displays the object definition and data cells display #Refresh. Refresh
the query again to allow the stripped objects data to appear in the report.
Note:
Query Stripping is applicable only for OLAP database users.
In a Query Stripping enabled document, if a query filter is used on a
Measure object, Web Intelligence does not strip the objects.
To control Query Stripping
You can control the automatic query optimization by enabling or disabling

Query Stripping at two levels, namely, Query and Document level property.
Query level property: At Query level property, Query Stripping can be
enabled or disabled only by Power users, who create a Web Intelligence
report and defines queries and initial structures of the report. Query
Web Intelligence query properties 3
Stripping at query level property is disabled by default. In case of multiple
queries in the same document, the query set for Query Stripping will be
stripped and other queries would remain unaffected.
Document level property: At Document level property, Query Stripping
can be enabled or disabled by all the users of Web Intelligence to change
the report objects for analysis. Query Stripping at document level property
is disabled by default.
When you create a Web Intelligence document, by default the Query Stripping
is disabled. A power user needs to enable this parameter to strip an object
for a specific query. Web Intelligence fails to strip a query if the document
level property is enabled and query level property is disabled or vice-versa.
Query Stripping works only when Query Stripping is enabled at both Query
and document level properties.
Once the Query Stripping is disabled at the document level property, Web
Intelligence retains the default pattern of refreshing all the objects selected
in the query panel for a specific query sent to the connection server.
1. To enable Query Stripping at the query level for a specified query, select
Enable Query Stripping in the "Query Properties" tab while creating a
Web Intelligence report.
Note:
Enable Query Stripping parameter is set only by the Power users who
needs to edit Query or create query rights. The user of a report will not
be able to set this parameter.
2. To enable Query Stripping at the document level for a specified query,

select Enable Query Stripping in the Document Properties tab.
As a result, Query Stripping is enabled for a specified query.
Reset contexts on refresh query property
When selected, you are prompted to choose a context each time a query
requiring a context is run. When unselected, Web Intelligence retains the
context specified the first time you run the query.
Clear contexts query property
When this property is selected, Web Intelligence clears the contexts listed
in the list when you next run the query or refresh the data.
Sample result set query property
The Sample result set property determines the maximum number of rows
that a query returns. The property applies this restriction at the database
level. If the database supports sampling, Web Intelligence adds the restriction
to the SQL that Web Intelligence generates to return the data.
If you select the Fixed option, Web Intelligence uses fixed sampling. At each
data refresh, the query returns the same rows. If you do not set the Fixed
option, Web Intelligence uses random sampling. At each data refresh, the
query returns a different set of sampled rows.
Sample result set is more efficient than the Max rows retrieved property,
which discards rows beyond the maximum limit only after retrieving all the
rows in the query.
Not all databases support fixed and random sampling. If they are not
supported, the properties are disabled (in the Java Report Panel) or invisible
(in Query - HTML). Sampling is not available at all in the HTML Report Panel.
Filtering data using query
filters
4
4 Filtering data using query filters
Filtering the data selection in the query
Filtering the data selection in the query

You define filters on the query to limit the data returned to the document to
a specific business focus. For example, you can filter the query to return
data for a specific customer group or time period.
You define query filters on the Query Filters tab.
To select a predefined query filter

Double-click the predefined filter or drag it to the Query Filters pane.
When you run the query, the data corresponding to the query filters you
selected is returned to the report.
To combine query filters

1. Create the filters and add them to the Query Filters pane.
By default, Web Intelligence combines the filters with the AND operator.
2. Double-click the operator (Java Report Panel, Rich Client and Query -
HTML) or click the arrow next to the operator checkbox and select the
other operator (HTML Report Panel) to toggle between AND and OR.
To create a custom query filter

1. In the Universe Objects pane, double-click the object you want to filter.
2. Click the arrow next to the list box to view the available operators and
select the operator you need.
If you select the In list or Not in list operator, you need to separate each
value by a semicolon;) with no spaces. For example, if you want to filter
the [Country] object for US, Japan, and Germany you need to enter the
values for country as follows: US;Japan;Germany
The operator you selected appears in the list box.
3. In the Value 1 text box, type the value(s) for which you want to retrieve
data. If the operator you selected requires two values, type the second
value in the Value 2 text box.
4. Click OK.
Filtering data using query filters
Nesting query filters 4
Nesting query filters
Nesting query filters allows you to create more complex filter conditions than
is possible when you combine filters at the same level.
When you nest filters, you set the order in which Web Intelligence evaluates
them. For example, Web Intelligence can return the data given by two query
filters joined in an OR relationship (where either one filter condition or the
other is true) and then further restrict this data by applying another filter to
it. In this case, the two filters in an OR relationship are nested, then compared
with the other filter in an AND relationship.
The following example illustrates this:
Example: List all sales made in Japan either in Q4 or where the revenue
was greater than 1000000
To answer this question you create the following nested query filter:
Country Equal To Japan
Quarter Equal To Q4
AND
OR
Revenue Greater Than
1000000
Web Intelligence first returns sales data where the sale was made in Q4
or the revenue was greater than 1000000, then restricts this data further
by returning only those sales made in Japan.
To nest query filters

1. On the Query Filters tab, create at least one filter.
2. Select the filter below which you want to insert the sub-filter.
3. Click the + sign next to the Query Filters pane.
Web Intelligence adds the And operator or the Or operator one level below
the selected filter.
To create a prompt
4. Define a new filter on one of the dimensions or measures displayed on

the Universe Objects pane.
The new filter is nested below the filter you selected above.
5. Create additional sub-filters, as appropriate.
6. If you want to change the order of filters, select the filter you want to move,
and then either click the Move up arrow (to move the filter up) or click
the Move down arrow (to move the filter down).
The Move up and Move down arrows are situated to the right of the
Query Filters pane.
To create a prompt
1. Click the Query Filters tab.
2. In the Universe Objects pane, double-click the object you want to filter.
The object is added to the top of the Query Filters pane.
3. If necessary, choose a different operator by clicking the arrow next to the
drop-down list box and selecting the appropriate operator.
4. Select Prompt.
If you want users who answer the prompt to type the value(s) they want
to return to the document, or if you selected an object that represents
data for dates, for example, an invoice date, then verify that the With List
of Values option is not selected.
Or
If you want users who answer the prompt to be able to select the value(s)
from a list that they want to return to the document, select With List of
Values.
Web Intelligence displays a message for the prompt in the Message text
box(es).
5. If you wish, change the default message(s) for the prompt by typing a
different message into the Message text box(es).
6. Click OK.
Web Intelligence adds the new prompt to the list of filters in the Query
Filters pane.
Query filter and prompt operators 4
Query filter and prompt operators
Equal To operator
Use the Equal to operator to obtain data equal to a value.
For example, to return data for the US only, create the filter "County Equal
To US".
Not Equal To operator
Use the Not Equal To operator to obtain data not equal to a value.
For example, to return data for all countries except the US create the filter
"County Not Equal To US".
Different From operator
Use the Different From operator to retrieve data different from a value.
For example, to retrieve data for all quarters execpt Q4, create the filter
[Quarter] Different From "Q4"
Greater Than operator
Use the Greater Than operator to retrieve data greater than a value.
For example, to retrieve data for customers aged over 60, create the filter
"[Customer Age] Greater than 60".
Greater Than Or Equal To operator
Use the Greater Than Or Equal To operator to retrieve data greater than or
equal to a value.
For example, to retrieve data for revenue starting from $1.5M, create the
filter "[Revenue] Greater than or equal to 1500000".
Less Than operator
Use the Less Than operator to retrieve data lower than a value.
For example, to retrieve data for exam grades lower than 40, create the filter
"[Exam Grade] Less Than 40".
Less Than Or Equal To operator
Use the Less Than Or Equal To operator to retrieve data less than or equal
to a value.
For example, to retrieve data for customers whose age is 30 or less, create
the filter "[Age] Less Than Or Equal To 30".
Between operator
Use the Between operator to retrieve data between and including two values.
For example, to retrieve data for weeks starting at week 25 and finishing at
36 (including week 25 and week 36), create the filter "[Week] Between 25
and 36".
Not Between operator
Use the Not Between operator to retrieve data outside the range of two
values.
For example; to retrieve data for all the weeks of the year, except for and
not including weeks 25 through 36, create the filter "[Week] Not between 25
and 36".
Query filter and prompt operators 4
In List operator
Use the In List operator to retrieve data corresponding to values in a list of

values.
For example, to retrieve data for the US, UK and Japan only, create the filter
[Country] In List ("US";"UK";"Japan").
Not In List operator
Use the Not In List operator to retrieve data that does not correspond to
multiple values.
For example, if you do not want to retrieve data for the US, UK and Japan,
create the filter [Country] Not In ("US";"UK";"Japan").
Matches Pattern operator
Use the Matches Pattern operator to retrieve data that includes a specific
string or part of a string.
For example, to retrieve customers whose date of birth is 1972, create the
filter [DOB] Matches Pattern "72".
Different From Pattern operator
Use the Different From Pattern operator to return data that doesn't include
a specific string.
For example, to retrieve customers whose date of birth is not 1972, create
the filter [DOB] Different From Pattern '72'.
Both operator
Use the Both operator to retrieve data that corresponds to two values.
For example, to retrieve customers who have both a fixed and a mobile
telephone, create the filter [Account Type] Both 'Fixed' And 'Mobile'.
Except operator
Use the Except operator to retrieve data that corresponds to one value and
excludes another.
For example, to retrieve customers who have a fixed telephone and do not
have a mobile telephone, create the filter [Account Type] 'Fixed' Except
'Mobile'.
The Except operator is more restrictive than Different From or Not In

List. For example, a report that returns customers and that includes the
filter [Lines] Different From 'Accessories' excludes all sales
records where the item sold is part of the 'Accessories' line. If the same
customer has purchased Accessories and non-Accessories items, the
customer still appears in the report, but their spending total includes only
non-Accessories sales.
If the filter is [Lines] Except 'Accessories', only customers who

have bought no accessories are included in the report.
Related Topics
Displaying data in tables
5
5 Displaying data in tables
Table types in Web Intelligence

A Web Intelligence report displays results in a block. You can format the
block as a specific type of table.
Vertical table
Vertical tables display header cells at the top of the table and the
corresponding data in columns. By default, the header cells display the names
of the dimensions, details, and measures included in the table. The body
cells display the corresponding values.
Horizontal table
Horizontal tables display header cells at the left of the table and the
corresponding data in rows. By default, the header cells display the names
of the dimensions, details, and measures included in the table. The body
cells display the corresponding values.
Table types in Web Intelligence 5
Crosstab
Crosstabs display values for dimensions across the top axis and on the left
axis. The body displays the values of a measure that correspond to the
cross-section of the dimensions. For example, this crosstab displays values
for [Quarter] across the top axis and displays values for [State] on the left
axis. The body displays values that [Sales Revenue] for each quarter in each
state.
You can include multiple dimensions in crosstabs. For example, this crosstab
displays two dimensions. The values for the [Sales Revenue] measure are
values each state by quarter for each line.
When you create crosstabs that include a dimension(s) in the body, the body
cell values are calculated according to a multi-dimensional data model. The
values displayed in the body are calculated according to all of the coordinates
on the table axes, whether or not there is a row for the specific coordinate
in the SQL result.
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.
To select a table or chart template 5
To select a table or chart template
1. Make sure you are in Edit mode, with the HTML Report Panel open, and
verify you are on the Report tab.
A document can contain multiple reports. The name of the selected report
appears in the Current report drop-down list box.
2. In the Report Definition pane, click the drop-down arrow next to the list
box.
The available templates are listed.
3. Select the template you want.
If you select a chart, a second list box opens with each chart sub-type
related to the chart type you chose in the original list box. Click the chart
sub-type you want to display in the report.
4. Click Apply.
Depending on the template you selected, one or more fields appear in
the Report Definition pane.
If you select a... 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
pie chart X-axis, Y-axis

radar chart
Axis
Allocating data to tables
Once you have selected a template, you need to allocate each object to
he rows and columns of a table or to the different axes of a chart.

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.

box.
4. Click Apply.
vertical table rows
form rows
Allocating data to tables 5

3D chart
Axis

radar chart
Axis
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

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.
Allocating data to tables 5
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.
To position a block on a report
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 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.

To position a block on a report

You can position blocks on reports.
Formatting options for vertical and horizontal tables 5
1. Make sure you are in Edit mode with the HTML Report Panel open and
verify you are on the Properties tab. If the Properties tab is not visible,
select the More report options check box.
The Result Preview pane displays the structure of the report.
3. On the Result Preview pane, click Report.
The options for positioning the block, are named according to whether
the block in the report is a table, crosstab, chart, or form.
4. In the Position text box, type the distance you want to position the block
from the left of the report margin.
You can apply other modifications to the document using the tabs on the
HTML Report Panel or run the report now to view the results.
The measurement unit used for the position is specified in your locale.
Web Intelligence applies the position you specified to the report block.
Formatting options for vertical and

horizontal tables
The following custom formatting options are available for vertical and
horizontal tables:
font style, color, and alignment of the cell values
width and height of columns and rows
background color for columns and rows, or for the entire table
border color and thickness around the cells in specific columns and
rows
number and currency format for cell values displaying numeric or
date/time data
Formatting options for crosstabs
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.

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
Formatting options for crosstabs 5
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.
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.
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 options for forms 5
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.
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 options for forms
Organizing data with
sections, breaks and sorts
6
6 Organizing data with sections, breaks and sorts
Organizing the data in reports
Organizing the data in reports

You can make your reports easy to view and analyze by adding sections,
breaks, sorts and calculations on the Properties tab.
Grouping information with sections

Sections allow you to split report information into smaller, more
comprehensible parts.
Example: Grouping quarterly revenue results into sections on a report

You are the regional sales manager in Texas. You receive a report showing
2003 annual revenue for stores in your region, broken down by cities and
quarters.
City 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
Organizing data with sections, breaks and sorts
Grouping information with sections 6
City Quarter Sales revenue
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
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.
To create a section on a report


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.

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 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.
Web Intelligence displays the results with the sections reordered, as you
specified.
To remove a section from a report
You can remove any section you have previously added to your report. When
you remove a section, the report data that was split out according to the
different values for the section is regrouped into a single table or chart. For
example, if you remove a section on [Year] the modified report will display
the data for all years in a single table or chart.

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 format a section
You can format report sections.

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
You can format section cells.

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
You can set the page layout of sections.
Sorting the results displayed on reports 6
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).
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 re-
sults 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
Ascending to the highest value at the bottom.
For example: 100, 200, 300 or Cali-

fornia, Colorado, Florida.
When selected, results are arranged

in descending order: The highest
value at the top of the column moving
Descending to the smallest value at the bottom.
For example: 300, 200, 100 or Flori-

da, Colorado, California.
Custom (available in the Java Report

You define your own sort order.
Panel)
Sorting data in tables
You can apply one or multiple sorts to a table and then prioritize the order
of the different sorts applied to the table. You can apply sorts to any
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:
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

The Result Preview pane displays the structure of the block on the report
(a table, crosstab, or form).
3. On the Result Preview pane, click the part of the block you want to sort.
If you are working with a table or crosstab you can select the columns,
or rows, or body. If you are working with a form you can select the title
or value.
The objects on the selected part of the block are listed in the Select an
object to add/change/remove a property pane.
4. Select the object you want to sort. For example if you want to sort the
sales revenue values so that the results display from the highest to lowest
results, select [Sales revenue].
The selected object is shaded a darker color than the other objects.
5. In the Sort section of the properties options, select the sort order you
want to apply to the selected object.
Web Intelligence applies the sort to the selected column, row, or break.
To prioritize multiple sorts on a table

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.
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
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.
Using breaks
Breaks defined
A break is a division within a block in which data is grouped according to a

selected dimension, detail, or measure into self contained sections. These
sections are represented as smaller tables within the same block of data.
You use breaks to display all the data for each unique value of an object in
separate parts.
Using breaks has two main advantages:

You can more efficiently organize how your data is represented.
You can display subtotals.
Breaks compared to sections
A section breaks up the data into multiple free-standing cells called section
headers. Each section header contains one value for a dimension, with a
block of data that corresponds to the dimension value.
A break divides the data up within one block. One column contains the values
for a dimension, detail, or measure, which are repeated for each other row
of values in the block.
Default sort order in breaks
When you insert a break on an object, the values for the object are
automatically sorted in ascending order as follows:
If the values are numeric, the lowest value appears in the first row of the
table, the highest in the last row.
If the values are alphabetical characters, then the values are sorted in
alphabetical order from top to bottom.
You can change this sort order at any time.
You can set multiple breaks and set a sort priority on each break, so that
you control how the data is displayed when you insert multiple breaks across
several dimensions details, or measures.
To insert a break
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.
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.
Displaying data in charts
7
7 Displaying data in charts
Chart types in Web Intelligence

A Web Intelligence report displays results in a block. You can format the
block as a specific type of chart.
Bar charts
Bar charts display data in bar form, either vertically or horizontally. Bar charts
are useful if you want to compare similar groups of data; for example one
time period to another. There are five types of bar charts: grouped, bar and
line, stacked, percent, and 3D.
2D bar charts include the optional Z-Axis. Including data on the Z-Axis
enables you to show an additional break down of the results displayed on
the chart bars.
3D bar charts do not include an axis legend. You can clearly see what
information is displayed on the chart bars by looking at the axis labels.
Line charts
Line charts connect specific data values with lines, either horizontally or
vertically. Line charts are useful if you want to show trends or changes in
data over time. There are five types of line charts: mixed, stacked, percent,
3D, and 3D surface.
Chart types in Web Intelligence 7
Area charts
Area charts are line charts in which the area between the lines and axis are
filled in. Area charts are useful if you want to emphasize the size of the total
data in a report, as opposed to the changes in the data. You may not want
to use an area chart if you have a sharp contrast between specific data
points. Use a line chart instead.
You can use more than one measure object on the Y-axis as long as the
measures are of the same type and scale; for example, Number of Guests,
and Future Guests. There are five types of area charts: absolute, stacked,
percent, 3D area, and 3D surface.
Pie charts
Pie charts display data as segments of a whole. Pie charts are useful if you
want to show how each part of your report data contributes to the total.
Pie charts have a single axis displayed on the body of the pie. This is the
Y-Axis. Each segment of the pie chart displays a value for the measure on
the Y-Axis. The pie chart legend indicates the dimension on the X-Axis.
You can only include one measure object in a pie chart. If you have several
measures in your report, you should choose another chart type. There are
four types of pie charts: pie, 3D pie, ring, 3D ring.
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.
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
Chart types in Web Intelligence 7
The same data can be displayed in a 2D bar chart.

Related Topics
2D charts
2D charts
The 2D bar chart below includes an optional Z-Axis with the values for quarter.
Including data on the Z-Axis enables you to show an additional break down
of the results displayed on the chart bars. The [Sales revenue] measure is
on the Y-Axis, the [Year] dimension is on the X-Axis, and the [Quarter]
dimension is on the Z-Axis. Notice that because the Z-Axis cannot be
represented graphically on a 2D chart, the legend provides the information
for the Z-Axis values.
The same data can be displayed in a 3D bar chart.

Related Topics
3D charts

box.
4. Click Apply.
Allocating data to charts 7
vertical table rows
form rows

3D chart
Axis

radar chart
Axis
Allocating data to charts

Charts can have two or three axes. To add data to charts, you allocate
dimension and measure objects to the axes. Measure objects are always
plotted on the Y-axis, while dimension and detail objects can be plotted on
the X- or Z-axis
You can allocate dimensions, details, or measures to the chart axes.
To add objects to chart axes

Allocating data to charts

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 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.
To remove an object from a chart axis

Chart formatting options 7

The objects included in your chart appear on the axis.
3. Drag the object you want to remove from one of the chart axes and drop
the object onto the Result Objects pane, or click the radio button at the
top of the axis from which you want to remove the object, and then either
press the Delete key or click the << button.
The object no longer appears on the axis.
Chart formatting options

You can personalize the formatting properties of the following areas on a
chart:
chart size, background, and border choose a color and a border line
size
data show or hide the data values and format the font size, style, and
color
legend format the legend text and define a background and border style
chart axes format the values and labels, and define the axis scale and
marker frequency
number format select a number format for numbers, currency, time, or
dates
Formatting options for 2D bar charts
2D charts include an optional axis legend that lists the values displayed on
the bars or lines.
In example illustrated here, a 2D bar chart includes the optional Z-axis.

Including data on the Z-axis enables you to show an additional break down
of the results displayed on the chart bars. The [Sales revenue] measure is
on the Y-axis, the [Year] dimension is on the X-axis, and the [Quarter]
dimension is on the Z-axis.
Formatting options for 3D charts
3D bar charts do not include an axis legend. You can clearly see what
information is displayed on the chart bars by looking at the axis labels. The
following example shows a 3D bar chart.
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.
In the example illustrated here, the 3D pie chart shows sales revenue per
year. The measure on the Y-axis is [Sales revenue] and the dimension
displayed on the legend is [Year]. Like 2D pie charts, 3D pie charts display
measures for a single dimension. The graphical design of 3D pie charts,
however, gives a three dimensional appearance.
To change the chart size

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.
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 ?).
select Auto Scale in the chart

Properties tab. After enabling the
autoscale Y-axis, the minimum and
maximum range of values set for a
document initially is not displayed.
Web Intelligence enables you to

To Auto-scale Y-axis, auto scale Y-axis by calculating the
nearest value for the maximum and
minimum range of values set for
each chart block in a given report.
Auto scale Y- axis is applicable for
all kinds of charts, except the pie-
chart.
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.
Filtering the values
displayed in reports
8
8 Filtering the values displayed in reports
To create a report filter
You can filter the displayed values in reports to focus your analysis on specific
values that interest you. For example, you can define filters so that the report
only displays values for specific customer or sales period.
You use the Report Filters tab to create report filters.
To create a report filter

1. In the Result Objects pane, double-click the object you want to filter or
select the object then click >>.
The filtered object appears in the Report Filters pane.
2. Click the drop-down arrow next to the list box to view the list of operators
and select the operator for the filter.
3. Click OK.
Web Intelligence adds the filter to the list of filters in the Report Filters
pane.
You can create more filters on other objects, and then combine them
using And or Or.
Report filter operators
9
9 Report filter operators
Equal To operator
Equal To operator
Use the Equal to operator to obtain data equal to a value.
For example, to return data for the US only, create the filter "County Equal
To US".
Not Equal To operator

Use the Not Equal To operator to obtain data not equal to a value.
For example, to return data for all countries except the US create the filter
"County Not Equal To US".

Use the Different From operator to retrieve data different from a value.
For example, to retrieve data for all quarters execpt Q4, create the filter
[Quarter] Different From "Q4"
Greater Than operator

Use the Greater Than operator to retrieve data greater than a value.
For example, to retrieve data for customers aged over 60, create the filter
"[Customer Age] Greater than 60".
Greater Than Or Equal To operator

Use the Greater Than Or Equal To operator to retrieve data greater than or
equal to a value.
For example, to retrieve data for revenue starting from $1.5M, create the
filter "[Revenue] Greater than or equal to 1500000".
Report filter operators
Less Than operator 9
Less Than operator
Use the Less Than operator to retrieve data lower than a value.
For example, to retrieve data for exam grades lower than 40, create the filter
"[Exam Grade] Less Than 40".
Less Than Or Equal To operator

Use the Less Than Or Equal To operator to retrieve data less than or equal
to a value.
For example, to retrieve data for customers whose age is 30 or less, create
the filter "[Age] Less Than Or Equal To 30".
Between operator
Use the Between operator to retrieve data between and including two values.
For example, to retrieve data for weeks starting at week 25 and finishing at
36 (including week 25 and week 36), create the filter "[Week] Between 25
and 36".
Not Between operator

Use the Not Between operator to retrieve data outside the range of two
values.
For example; to retrieve data for all the weeks of the year, except for and
not including weeks 25 through 36, create the filter "[Week] Not between 25
and 36".
In List operator
Use the In List operator to retrieve data corresponding to values in a list of
values.
9 Report filter operators
For example, to retrieve data for the US, UK and Japan only, create the filter
[Country] In List ("US";"UK";"Japan").

Use the Not In List operator to retrieve data that does not correspond to
multiple values.
For example, if you do not want to retrieve data for the US, UK and Japan,
create the filter [Country] Not In ("US";"UK";"Japan").
Is Null operator
Use the Is Null operator to retrieve data for which there are no values in the
database.
For example, to retrieve customers without children (the children column in

the database has no value), create the filter [Children] Is Null.
Is Not Null operator

Use the Is Not Null operator to return data for which there is a value in the
database.
For example, to return customers with children, create the filter [Children] Is
not Null.
Formatting reports and
report page layout
10
10 Formatting reports and report page layout
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:
Formatting reports and report page layout
The Result Preview pane 10
This image shows a preview of a report with a crosstab:
This image shows a preview of a report with a form:
This image shows a preview of a report with a chart:
Defining page size, orientation and margins 10
Defining page size, orientation and
margins
To select the paper size

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

Defining page size, orientation and margins

4. In the Paper Layout section click the arrow next to the Orientation list
box.
5. Select the orientation you want to apply to the report.
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.
Displaying report titles 10
Displaying report titles
To display the report title
You can display a title in a report. This is useful if you want to print the report,
and distribute it to colleagues. The report title appears at the top of the report
page.
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.
Formatting page headers and footers
Formatting page headers and footers
To display or hide a header or footer
You can display or hide headers and footers in a report.

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
You can set the content of headers and footers.

1. Verify that the header or footer you want to format is displayed on the
report.
2. Click Page Header or Page Footer on the Result Preview pane.
The three cells you can use to display information, in the selected header
or footer, appear in the Page Header Format or Page Footer Format
pane.
3. Select the cell you want to use to display information.
Formatting page headers and footers 10
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
You can set the height and background color of headers and footers.
1. Make sure the header or footer you want to format is shown on the report.
2. Click Report on the Result Preview pane.
You define the height and background color in the Headers section of the
Report Format options.
3. Set the height and background color.
Managing reports
To format a page header or footer cell
You can format headers and footers.

1. Make sure the header or footer you want to format is shown on the report.
2. Click Page Header or Page Footer on the Result Preview pane.
The three cells you can use to display information, in the selected header
or footer, appear in the Page Header Format or Page Footer Format
pane.
3. Select the cell you want to format.
4. Set the formatting options you want to apply to the selected header or
footer.
Web Intelligence displays the report header and footers with the formats
you specified.
Managing reports
To insert a report
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.
Managing reports 10
5. Click OK.
Web Intelligence inserts the new report at the end of the document.
6. Click Close.
The Report tab appears. The selected report is the new, blank report.
To move a report
You can change the order of reports in a document. This enables you to
organize the document appropriately when you add or delete reports.
list.
The "Manage Reports" dialog box appears.
3. Select the report you want to move.
The selected report is shaded darker than the other reports.
4. Drag the selected report to a new position in the document.
A red line indicates where the moved report will be inserted.
5. Release your cursor.
The report appears in the new position.
6. Click Close.
The Report tab appears.
To rename a report
When you create a new report, Web Intelligence names the report Report
1 ? by default. You can then rename the report to give the report a more
meaningful name. If you have several reports, naming each report makes it
easier to navigate through the document.
Managing reports
list.
The "Manage Reports" dialog box appears. The name(s) of each report
in the document appear here. The name(s) of the report(s) in the document
appear on the dialog box.
3. Select the report you want to rename.
4. Click rename.
The "Rename Report" dialog box appears
5. In the Name text box delete the existing name and type a new name for
the report.
6. Click OK.
The new report name appears in the "Manage Reports" dialog box. The
report name does not appear in full, if the button for the report is shorter
than the name. A ToolTip displays the report name in full.
7. Click Close.
The Report tab appears. The selected report is the renamed report.
To delete a report
Web Intelligence documents contain at least one report. You can delete any
additional reports from the document. When you delete a report, all the
information the report contains is lost.
list.
The "Manage Reports" dialog box appears.
3. Select the report you want to delete.
Formatting hyperlinks 10
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.
Formatting hyperlinks
Some reports contain hyperlinks to web pages or other Web Intelligence
documents. You can modify the color of the hyperlinks. The color you select
is applied to all of the hyperlinks in the report.
Note:
You need to use the Java Report Panel to insert hyperlinks into Web
Intelligence reports.
To format hyperlinks
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.
Formatting hyperlinks
Web Intelligence displays the hyperlinks on the report in the color you
selected.
Using standard calculations
in reports
11
11 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 the se-
Percentage
lected measure compared to the total
results for that measure on the table or
break. To calculate the percentage of
one measure compared to another
measure, you need to build a custom
calculation.
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 11
When you apply a standard calculation to a table column, the calculation
result appears in a footer in the column. Web Intelligence adds a footer for
the result of each calculation if you apply multiple calculations to the same
column.
To insert or remove a calculation

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.
11 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.
Working with documents
12
12 Working with documents
To create a Web Intelligence document from InfoView
To create a Web Intelligence document

from InfoView
1. Click Document List on the InfoView toolbar.
2. Click New > Web Intelligence Document
3. Select the universe on which you want to create the document and click
OK.
Note:
If your InfoView Web Intelligence preferences specify a default universe,
this step is omitted and the Web Intelligence query editor opens and
displays the objects in the default universe.
4. The Web Intelligence query editor specified in the InfoView Web

Intelligence preferences opens and displays the objects in the universe
you selected.
5. Build and run the query using the query editor.
To open a Web Intelligence document

from InfoView
1. Click Document List to show the documents available in InfoView.
2. Navigate to the folder containing your document.
3. Select the document and select Action > View or Action Modify
depending on whether you want to view or modify the document.
The document opens in the view format or document editing tool selected
in your InfoView Web Intelligence options.
Related Topics
Web Intelligence document creation and viewing options
To delete a Web Intelligence document

from InfoView
1. From the InfoView home page, navigate to the folder that contains the
document you want to delete.
Saving documents 12
2. Select the check box next to the name of the document you want to delete.
3. Click Delete.
Saving documents
To save a new Web Intelligence document in

InfoView
1. With the document open in the Java Report Panel or Web Intelligence
HTML, click Save on the main toolbar.
The Save Document dialog box opens.
2. Click Folders or Categories to display the repository by folders or by
categories.
3. In the Name box, type the name of the document.
4. Click Advanced to display additional document options.
5. In the Description box, type a meaningful description of the document
(optional).
6. In the Keywords box, type keywords that you or other users can use to
search for the document in the future (optional).
7. Select Refresh on open to refresh the document each time it is opened.
8. Select Permanent Regional Formatting to preserve the document
regional formatting with the document.
9. Click OK.
The document is saved in InfoView.
To save a Web Intelligence document as a PDF file

1. With the document open, click Document > Save to my computer as
> PDF (in Web Intelligence HTML), or click the arrow next to Save, then
select Save to my computer as, then select PDF (in the Java Report
Panel).
The File Download dialog box appears.
2. Type a file name or accept the default name displayed.
3. Select Save this file to disk, then click OK.
Saving documents
4. Select a file location on your computer, then click Save.

Web Intelligence saves a copy of your document in Adobe Acrobat PDF
format to the location you specified on your computer.
To save a Web Intelligence document as an Excel

spreadsheet
1. With the document open, click Document > Save to my computer as
> Excel (in Web Intelligence HTML) or click the arrow next to Save, then
select Save to my computer as, then click Excel (in the Java Report
Panel).
Note:
You can save the current report to Excel format in Web Intelligence HTML
by selecting Save report to my computer as > Excel from the menu.
Web Intelligence saves a copy of your document in Microsoft Excel format
to the location you specified on your computer. Each report within the
Web Intelligence document converts to a separate Excel worksheet within
the Excel file.
Some Web Intelligence chart formats do not exist in Excel. These charts
are automatically converted to the closest corresponding chart format
available in Excel.
Web Intelligence starts a new Excel worksheet for each 65K rows of
exported data.
To save a Web Intelligence document as a CSV file

1. With the document open, click Document on the toolbar above the
displayed reports (in Web Intelligence HTML), or click the arrow next to
Save (in the Java Report Panel).
Saving documents 12
2. Select Save to my computer as > CSV to save the document with the
default options or Save to my computer as > CSV (with options) to
choose the options.
3. If you chose CSV (with options), choose the text qualifier, column
delimiter and character set in the "Save as CSV - Options" dialog box.
4. Select Set as default values in the "Save as CSV - Options" dialog box
if you want the options you chose in the previous step to be the default
options when you save to CSV.
5. Click OK to close the "Save as CSV - Options" dialog box.
Web Intelligence saves a copy of your document in CSV format to the
location you specified on your computer.
To save a Web Intelligence document as a Text file

1. With the document open, click Document on the toolbar above the
displayed reports (in Web Intelligence HTML), or click the arrow next to
Save (in Java Report Panel).
2. Select Save report to my computer as > Text (in Web Intelligence
HTML) or Save to my computer as > Text (in Java Report Panel) or
File Save As Text (in Web Intelligence Rich Client) to choose the options.
3. The "File Download" dialog box appears in Web Intelligence HTML and
Java Report Panel, and "Save Document" dialog box appears in Web
Intelligence Rich Client.
4. Select Save.
Saving documents
Automatic saving and recovery
Saving documents automatically
If Web Intelligence is configured for autosave, and if you have the appropriate
security rights, Web Intelligence saves your documents automatically in the
My Favorites/~Web Intelligence folder as you work. Web Intelligence
uses the document name prefixed by the document ID and followed by the
autosaved document ID to name autosaved documents. (If the document ID
is -1, the document was not saved before being autosaved.)
Note:
Web Intelligence Rich Client does not save documents automatically.
Web Intelligence saves documents at a regular interval, which is defined in

the CMC. This interval is reset each time you save a document manually,
and each time Web Intelligence saves a document automatically. Web
Intelligence also deletes the autosaved document when you save a document
manually.
In addition to regular autosaving, Web Intelligence saves documents when

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

Favorites/~Web Intelligence folder.
Whenever you save a document manually, Web Intelligence also updates

the autosaved document with the changes. As a general rule, Web
Intelligence handles autosaving transparently and you do not access
autosaved documents directly. You need to access them directly when your
Web Intelligence session timed out, and Web Intelligence was unable to
reopen your autosaved document.
Printing Web Intelligence documents
Note:
If you need to access an autosaved document directly, check the My
Favorites/~Web Intelligence folder immediately. This folder is not a
permanent storage location for autosaved documents.
The My Favorites/~Web Intelligence folder has a maximum size

limit, which is set in the CMC. When the total size of the documents in the
folder exceeds this limit, Web Intelligence deletes as many of the oldest
documents in the folder as necessary to make way for the latest document.
Web Intelligence also deletes all documents from the folder at a defined
interval, which is set in the CMC.
If you navigate away from your Web Intelligence document in your browser
without saving the document, the document is lost and Web Intelligence
clears the contents of the My Favorites/~Web Intelligence folder.
Related Topics
Printing Web Intelligence documents

You print Web Intelligence documents report-by-report. You can print one
or multiple reports from a single document.
Web Intelligence prints reports from left to right, and then top to bottom. If a
report is wider than the width of the paper size defined in the Report Page
Layout, Web Intelligence inserts page breaks for the printout.
The paper size and page orientation for printing can be different from the
paper size and page orientation set for the reports when you view them in
the Java Report Panel or Web Intelligence Rich Client. This enables users
using different printers to specify the appropriate layout when they print.
Web Intelligence prints documents directly in the Java Report Panel and
Web Intelligence Rich Client. Web Intelligence HTML exports the document
to PDF file that you can then print.
Web Intelligence document properties 12
To print a Web Intelligence report

1. With the document open, click the arrow next to the View button on the
main toolbar above the report.
2. Click PDF Mode.
3. Print the document by using the Acrobat Reader Print command.
Web Intelligence document properties

The following table lists the Web Intelligence document properties that you
can view and/or set:
Property Description
Title The name of the document in InfoView.
Author The creator of the document.
Optional information that describes the

Description
document.
Optional keywords that can be used to

Keywords
search for the document in InfoView.
Informs you when the results were last

Last refresh date refreshed with the latest data from the
database.
Informs you how long it took for Web

Intelligence to retrieve the data from
Duration of the previous refresh
the database the last time the results
were refreshed.
Tells you the formatting locale of the

Locale
document.
Tells you the version of Web Intelli-

Version gence software used to create the
document.
If the document was upgraded from

a previous version of Web Intelli-
Previous version gence software, the Web Intelligence
version used to create the original
document appears here.
When this option is checked, the ap-

Enhanced viewing mode pearance of reports is optimized for
onscreen viewing.
When this option is checked, Web

Intelligence automatically refreshes
the results in reports with the latest
data from the database each time the
document is opened.
When Refresh on open is selected,

Refresh on Open data tracking does not display the
difference between the data prior to
the refresh and the data after the re-
fresh. Web Intelligence treats the
data after the refresh as new data
because the refresh purges the doc-
ument.

Use query drill
Intelligence drills in query drill mode.
Web Intelligence document properties 12

Intelligence automatically merges di-
mensions with the same name and
from the same universe. You see the
merged dimension in the list of avail-
able objects with the dimensions
merged within it below.
Auto-merge dimensions Merged dimensions are the Web In-
telligence mechanism for synchroniz-
ing data from different data providers.
Uncheck Auto-merge dimensions

to set Web Intelligence to not to
merge dimensions automatically even
if the auto-merge dimensions criteria
exits.
When this option is checked, the

document always behaves according
Permanent regional formatting
to the format locale with which it was
saved.
At Document level property, Query

Stripping can be enabled or disabled
by all the users of Web Intelligence
to change the report objects for
analysis. Query Stripping at docu-
ment level property is disabled by
default. Query Stripping is enabled
Enable Query Stripping at the document level property only
if it is enable at the query level prop-
erty. This feature is applicable only
for OLAP database users. In a Query
Stripping enabled document, if a
query filter is used on a Measure ob-
ject, Web Intelligence does not strip
the objects.
With Auto-Refresh Query Stripping

option enabled at the document level
property, when you drag and drop
Auto-Refresh Query Stripping
the stripped objects you need not re-
fresh again. The query is refreshed
automatically.
To view and set Web Intelligence document

properties
1. With a Web Intelligence document open, click the arrow next to Document
on the main toolbar above the report.
2. Select Properties.
The Document Properties dialog box appears.
3. Set the properties as appropriate.
More Information
A
A More Information
Information Resource Location
SAP BusinessObjects product

http://www.sap.com
information
Navigate to http://help.sap.com/businessobjects and on

the "SAP BusinessObjects Overview" side panel click All
Products.
You can access the most up-to-date documentation cover-

ing all SAP BusinessObjects products and their deployment
at the SAP Help Portal. You can download PDF versions
or installable HTML libraries.
SAP Help Portal
Certain guides are stored on the SAP Service Marketplace
and are not available from the SAP Help Portal. These
guides are listed on the Help Portal accompanied by a link
to the SAP Service Marketplace. Customers with a mainte-
nance agreement have an authorized user ID to access
this site. To obtain an ID, contact your customer support
representative.
http://service.sap.com/bosap-support > Documentation

Installation guides: https://service.sap.com/bosap-inst
guides
Release notes: http://service.sap.com/releasenotes
The SAP Service Marketplace stores certain installation
guides, upgrade and migration guides, deployment guides,
SAP Service Marketplace
release notes and Supported Platforms documents. Cus-
tomers with a maintenance agreement have an authorized
user ID to access this site. Contact your customer support
representative to obtain an ID. If you are redirected to the
SAP Service Marketplace from the SAP Help Portal, use
the menu in the navigation pane on the left to locate the
category containing the documentation you want to access.
More Information
A
https://cw.sdn.sap.com/cw/community/docupedia
Docupedia Docupedia provides additional documentation resources,

a collaborative authoring environment, and an interactive
feedback channel.
https://boc.sdn.sap.com/
Developer resources
https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary
SAP BusinessObjects articles https://www.sdn.sap.com/irj/boc/businessobjects-articles

on the SAP Community Net-
work These articles were formerly known as technical papers.
https://service.sap.com/notes
Notes These notes were formerly known as Knowledge Base ar-
ticles.
Forums on the SAP Communi-

https://www.sdn.sap.com/irj/scn/forums
ty Network
http://www.sap.com/services/education
Training From traditional classroom learning to targeted e-learning

seminars, we can offer a training package to suit your
learning needs and preferred learning style.
http://service.sap.com/bosap-support
The SAP Support Portal contains information about Cus-

tomer Support programs and services. It also has links to
Online customer support a wide range of technical information and downloads.
Customers with a maintenance agreement have an autho-
rized user ID to access this site. To obtain an ID, contact
your customer support representative.
A More Information
http://www.sap.com/services/bysubject/businessobjectscon
sulting
Consultants can accompany you from the initial analysis

Consulting stage to the delivery of your deployment project. Expertise
is available in topics such as relational and multidimensional
databases, connectivity, database design tools, and cus
tomized embedding technology.
Index
2D bar charts background color (continued)
formatting options 93 setting on charts 97
2D charts 89 setting on footers 119
3D charts 88, 94 setting on headers 119
508 compliance bar charts 86
and the HTML Report Panel 16 Between operator 48, 109
blocks
aligning on reports 60
A synchronizing drill on 25
Active Server Pages (ASP) border color
and the Java Report Panel 15 selecting on charts 97
adding charts to reports 13 border size
adding formulas to reports 13 selecting on charts 97
adding objects to charts 91 borders
adding objects to queries 34 changing the style of 62, 63, 65
adding tables to reports 13 selecting color on chart legends 100
aligning charts on reports 60 selecting color on charts 97
aligning tables on reports 60 selecting size on chart legends 100
Allow Other Users to Edit All Queries property selecting size on charts 97
38 Both operator 49
ambiguous queries 37 break properties 82
And operator 44, 45 setting 83
applying sorts to sections 80 breaks
area charts 87 centering values across 64
ascending sort order 75 compared to sections 81
Auto-Merge Dimensions document option 137 default sort order in 81
autosaved documents defined 81
how Web Intelligence manages 135 displaying subtotals using 81
autosaving documents 134 effect on sorts 76
Average standard calculation 126 inserting in tables 82
organizing data with 81
setting properties of 83
B building queries 32
business intelligence
background color and Web Intelligence 12
setting on chart legends 100 offline 12
Index
business intelligence (continued) charts (continued)

over the web 12 displaying values logarithmically on 102
displaying values on 97
formatting data values on 99
C formatting font on legends 100
calculations formatting labels on 102
improving performance of 15 formatting options 93
standard 126 formatting values on axes 101
centering column values in crosstabs 64 limitations when saving as Excel 132
centering values across breaks 64 line charts 86
Central Management Console (CMC) pie charts 87
and autosaving 134, 135 polar charts 88
changing the border style 62, 63, 65 radar charts 88
changing the currency format 62, 63, 65 scatter charts 88
changing the height of charts 96 selecting background color 97
changing the number format 62, 63, 65 selecting border color 97
changing the order of prompts 39 selecting border color of legends 100
changing the order of sections 72 selecting border size 97
changing the width of charts 96 selecting border size of legends 100
character strings selecting font on legends 100
alphabetical order 81 selecting templates 55, 56, 90
default sort order on 81 setting frequency of axis value on 102
chart axes setting number format on axes 104
adding objects to 91 showing values as percentages on 99
removing objects from 92 types of 86
repositioning objects on 92 X-Axis 88, 89
chart templates Y-Axis 88, 89, 95
selecting 55, 56, 90 Z-Axis 88, 89, 93
charts choosing a query context 38
2D charts 89 classes
3D charts 88, 94 relationship with objects 33
adding objects to 91 role of 33
adding to reports 13 classic measures 34
aligning on reports 60 Clear Contexts query property 42
area charts 87 clearing query contexts 42
axis labels 86 CMC
axis legend 93 and autosaving 134, 135
bar charts 86 CMS 12
changing the height of 96 columns
changing the width of 96 reordering in tables 59
displaying axis values on 102 combining query filters 44
displaying data in 91
Index
comma-separated values (CSV) data (continued)

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

sorting on 76 saving as PDF 131
displaying data using the Document Locale 28 saving automatically 134
displaying data using the Preferred Viewing saving in InfoView 131
Locale 28 selecting creation and viewing options 19
displaying footers in reports 118 selecting the default universe for 22
displaying headers in crosstabs 63 tools for creating and editing 14
displaying headers in reports 118 viewing 13
displaying subtotals using breaks 81 drill
displaying text in footers 118 hiding the drill toolbar 24
displaying text in headers 118 setting options 24
displaying titles on reports 117 snapshots 13
displaying values at an angle on axes 101 starting 26
displaying values on chart axes 102 starting on duplicate report 26
document creation and viewing options 19 synchronizing on blocks 25
Document Locale drill mode
defined 26, 27 and the scope of analysis 35
displaying data using 28 drill options
document properties hide drill toolbar option 24
auto-merge dimensions 137 prompt for additional data option 25
enhanced viewing mode 137 setting 24
permanent regional formatting 137 start drill on duplicate report option 26
refresh on open 137 start drill on existing report option 26
setting 140 start drill session option 26
use query drill 137 synchronize drill on report blocks option 25
viewing 140 drill snapshots 13
documents Drill toolbar
creating 32 hiding 24
creating from InfoView 130 drilling on reports 13
deleting from InfoView 130 duplicate values
editing 32 removing 64
how Web Intelligence manages autosaving
135
inserting reports in 120
E
navigating 13 editing documents 14, 32
opening from InfoView 130 Enhanced Viewing Mode document option 137
permanently associating locales with 29 Equal To operator 47, 108
printing 13, 136 Excel
recovering autosaved documents 135 saving documents as 132
saving 32 Except operator 50
saving as CSV 132
saving as Excel 132
Index
F functions
GetContentLocale 27
filtering data 13 GetLocale 27
filters GetPreferredViewingLocale 28
creating report filters 106
report filters 106
selecting a predefined query filter 44
G
fixed data sampling 42 GetContentLocale function 27
fonts GetLocale function 27
formatting on chart legends 100 GetPreferredViewingLocale function 28
selecting on chart legends 100 Greater Than operator 47, 108
footers Greater Than Or Equal To operator 47, 108
displaying 118 grouping data with sections 68
displaying text in 118
formatting 120
hiding 118 H
setting the background color of 119
setting the height of 119 headers
formatting crosstabs 62, 63 displaying 118
formatting fonts on chart legends 100 displaying in crosstabs 63
formatting footers 120 displaying text in 118
formatting forms 65 formatting 120
formatting headers 120 hiding 118
formatting labels on chart axes 102 hiding in crosstabs 63
formatting options for charts 93 setting the background color of 119
formatting section cells 74 setting the height of 119
formatting sections 73 height
formatting tables 61, 62 changing on charts 96
formatting values on chart axes 101 setting on footers 119
forms 54 setting on headers 119
changing the background color of 65 hiding footers in reports 118
changing the currency format in 65 hiding headers in crosstabs 63
changing the font style in 65 hiding headers in reports 118
changing the height of rows in 65 hiding the drill toolbar 24
changing the number format in 65 horizontal tables 52
changing the width of columns in 65 HTML Report Panel
formatting 65 and 508 compliance 16
formulas and JSP 16
including in reports 13 building and running queries using 32
free-standing cells defined 16
and section headers 81 Report Definition pane 55, 56, 90
Report tab 57
selecting as document creation tool 19
Index
hyperlinks Java Report Panel (continued)

and the Java Report Panel 123 defined 15
setting the color of 123 selecting as document creation and viewing
tool 19
Java Server Pages (JSP)
I and interactive view format 19
improving calculation performance 15 and on-report analysis 13
In List operator 49, 109 and Query - HTML 14
InfoView 12 and the HTML Report Panel 16
accessing Web Intelligence from 18 and the Java Report Panel 15
creating documents from 130
deleting documents from 130 L
logging in to 18
logging out of 19 labels
opening documents from 130 formatting on chart axes 102
saving documents in 131 Less Than operator 48, 109
selecting document creation and viewing Less Than Or Equal To operator 48, 109
options in 19 line charts 86
selecting the default universe in 22 lists of values
selecting the document view format in 22 selecting from in prompts 46
selecting the query editor in 22 locales
selecting universes in 32 defined 26
setting drill options in 24 Document Locale 26, 27, 28
setting locale options in 26 permanently associating with documents 29
setting the Preferred Viewing Locale in 28 Preferred Viewing Locale 26, 28
setting the Product Locale in 27 Product Locale 26, 27
inserting breaks in tables 82 logging in to InfoView 18
inserting reports in documents 120 logging out of InfoView 19
inserting standard calculations 127
interface locale
setting 27
M
interrupting queries 35 margins
Is Not Null operator 110 setting the measurements of 116
Is Null operator 110 Matches Pattern operator 49
Max Retrieval Time query property 39
J Max Rows Retrieved query property
compared to Sample Result Set property 39
Java Report Panel Maximum standard calculation 126
and data sampling 42 measure objects
and hyperlinks 123 defined 34
and the scope of analysis 36 measures
and Web Intelligence Rich Client 15 displaying in crosstabs 53
Index
measures (continued) operators (continued)

restrictions on in pie charts 87 Different From 47, 108
sorting on 76 Different From Pattern 49
Minimum standard calculation 126 Equal To 47, 108
moving reports 121 Except 50
Greater Than 47, 108
Greater Than Or Equal To 47, 108
N In List 49, 109
naming reports 120 Is Not Null 110
nesting query filters 45 Is Null 110
Not Between operator 48, 109 Less Than 48, 109
Not Equal To operator 47, 108 Less Than Or Equal To 48, 109
Not In List operator 49, 110 Matches Pattern 49
number format Not Between 48, 109
selecting for chart axes 104 Not Equal To 47, 108
numbers Not In List 49, 110
changing the format of 62, 63, 65 Or 44, 45
selecting format of for chart values 104 Or operator 44, 45
organizing data using breaks 81
O
P
objects
adding to chart axes 91 page layout
adding to queries 34 setting for sections 74
adding to tables 57 page numbers
classic measure 34 displaying on reports 118
detail 33 page orientation
dimension 33 selecting 115
measure 34 page-to-page navigation 13
relationship with classes 33 paper size
removing from chart axes 92 selecting 115
removing from queries 34 PDF
removing from tables 58 saving documents as 131
repositioning in charts 92 Percentage standard calculation 126
repositioning in tables 58 percentages
smart measure 34 displaying on charts 99
on-report analysis 13 Permanent Regional Formatting document
opening documents from InfoView 130 option 137
operators pie charts 87
And 44, 45 formatting options for 95
Between 48, 109 polar charts 88
Both 49
Index
Portable Document Format (PDF) 13 queries (continued)

saving documents as 131 building with Query - HTML 14
viewing documents as 19 changing prompt order in 39
Preferred Viewing Locale choosing contexts when running 38
defined 26, 28 Clear Contexts property 42
setting 28 filtering data selection in 44
previewing the structure of reports 112 interrupting 35
printing documents 136 Max Retrieval Time property 39
printing reports 13, 136, 137 query contexts defined 38
prioritizing sorts 79 removing 35
Product Locale removing objects from 34
defined 26, 27 Reset Contexts on Refresh property 41
setting 27 restricting access to 38
prompt operators Retrieve Duplicate Rows property 40
Between 48, 109 Sample Result Set property 42
Both 49 setting time limits for 39
Different From 47, 108 Query - HTML
Different From Pattern 49 and data sampling 42
Equal To 47, 108 and JSP 14
Except 50 and on-report analysis 14
Greater Than 47, 108 defined 14
Greater Than Or Equal To 47, 108 selecting as query editor 19
In List 49, 109 query contexts 37
Less Than 48, 109 and universes 38
Less Than Or Equal To 48, 109 choosing 38
Matches Pattern 49 clearing 42
Not Between 48, 109 defined 38
Not Equal To 47, 108 resetting on query refresh 41
Not In List 49, 110 query editor
prompts Query - HTML 14
changing the order of 39 selecting 22
creating 46 query filter operators
Properties tab 68 Between 48, 109
Both 49
Different From 47, 108
Q Different From Pattern 49
queries Equal To 47, 108
adding objects to 34 Except 50
Allow Users to Edit All Queries property 38 Greater Than 47, 108
ambiguous queries 37 Greater Than Or Equal To 47, 108
and query contexts 37 In List 49, 109
building and running 32 Less Than 48, 109
Index
query filter operators (continued) report filter operators (continued)

Less Than Or Equal To 48, 109 Different From 47, 108
Matches Pattern 49 Equal To 47, 108
Not Between 48, 109 Greater Than 47, 108
Not Equal To 47, 108 Greater Than Or Equal To 47, 108
Not In List 49, 110 In List 49, 109
query filters 44 Is Not Null 110
adding complexity by nesting 45 Is Null 110
combining 44 Less Than 48, 109
creating custom 44 Less Than Or Equal To 48, 109
nesting 45 Not Between 48, 109
reordering 45 Not Equal To 47, 108
selecting predefined 44 Not In List 49, 110
Query Filters tab 44 report filters 106
query properties creating 106
Allow Other Users to Edit All Queries 38 Report tab 57
Clear Contexts 42 report titles
Max Retrieval Time 39 displaying 117
Max Rows Retrieved 39 reports
Reset Contexts on Refresh 41 aligning charts on 60
Retrieve Duplicate Rows 40 aligning tables on 60
Sample Result Set 42 analyzing data in 13
Query Stripping 40 applying a paper size to 115
applying page orientation to 115
changing the order of sections in 72
R creating sections in 70
radar charts 88 creating subsections in 71
random data sampling 42 deleting 122
recovering autosaved documents 135 displaying footers in 118
Refresh on Open document option 137 displaying headers in 118
Remove Duplicates break property 82 displaying page numbers on 118
removing duplicate values 64 displaying the total number of pages in 118
removing objects from charts 92 displaying titles on 117
removing objects from queries 34 drilling on 13
removing queries 35 duplicating 26
removing sections from reports 72 filtering data in 13
removing standard calculations 127 hiding footers in 118
renaming reports 121 hiding headers in 118
reordering query filters 45 inserting in documents 120
Report Definition pane 55, 56, 90 interacting with 12, 19
report filter operators making drillable 26
Between 48, 109 moving 121
Index
reports (continued) saving documents as Excel 132

naming 120 saving documents as PDF 131
navigating 13 saving documents in InfoView 131
previewing structure of 112 scatter charts 88
printing 13, 136, 137 scope of analysis
removing sections from 72 and drill mode 35
renaming 121 and universe hierarchies 35
saving 13 custom 36
setting margin measurements of 116 defined 35
sorting data in 13 impact on document size 36
viewing 13, 19 levels of 36
viewing in PDF 19 setting 37
repositioning objects on chart axes 92 section cells 81
Reset Contexts on Refresh query property 41 and sorts on sections 80
resetting query contexts on refresh 41 formatting 74
restricting rows at database level 42 sections
restricting the number of rows in a query 39 applying sorts to 80
Result Preview pane 60, 73, 74, 79, 80, 82, 83, changing the order of 72
115, 116, 117 compared to breaks 81
defined 112 creating in reports 70
Retrieve Duplicate Rows query property 40 creating subsections in 71
retrieving a sample result set 39 formatting 73
retrieving duplicate rows 40 formatting section cells 74
rows grouping data with 68
reordering in tables 59 removing from reports 72
restricting number of at database level 39, setting the page layout of 74
42 selecting a predefined query filter 44
restricting number of at query level 39 selecting border color on chart legends 100
retrieving duplicates 40 selecting border size on chart legends 100
sampling at database level 42 selecting chart templates 55, 56, 90
running queries 32 selecting fonts on chart legends 100
selecting number format for chart axes 104
selecting table templates 55, 56, 90
S selecting the document view format 22
Sample Result Set query property selecting the page orientation 115
compared to Max Rows Retrieved property selecting the paper size 115
42 selecting the query editor 22
sampling rows at database level 42 selecting the query universe 32
Save Web Intelligence document as a Text File setting break properties 83
133 setting document properties 140
saving documents 32 setting drill options 24
saving documents as CSV 132 setting frequency of chart values 102
Index
setting report margins 116 table breaks (continued)

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

and business intelligence 12
universe hierarchies and InfoView 12
and the scope of analysis 35 using offline 12
universes Web Intelligence interface
and query contexts 38 setting the locale of 27
defined 32 Web Intelligence Rich Client 12
selecting as query universe 32 and the Java Report Panel 15
selecting default 22 and the scope of analysis 36
selecting the query universe 32 defined 15
Use Query Drill document option 137 selecting as document creation and viewing
tool 19
WID documents 12
V working with in CMS 15
values working with locally 15
displaying as pecentages on charts 99 width
displaying at an angle on chart axes 101 changing on charts 96
displaying logarithmically on chart axes 102
displaying on chart axes 102 X
displaying on charts 97, 99
formatting on chart axes 101 X-Axis
formatting on charts 99 displaying on radar charts 88
selecting display frequency on chart axes
102
sorting in sections 80
Y
vertical tables 52 Y-Axis 95
view format displaying on radar charts 88
selecting 22
viewing document properties 140
viewing reports 13 Z
Z-Axis 93
W displaying on 2D charts 89
displaying on 3D charts 88
Web Intelligence
accessing from InfoView 18

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Building reports with the SAP

BusinessObjects Web Intelligence

SAP BusinessObjects XI 3.1 Service Pack 4

Chapter 2 Accessing Web Intelligence from InfoView 17

Chapter 3 Returning data using queries 31

To remove objects from a query...........................................................34

Chapter 4 Filtering data using query filters 43

Chapter 5 Displaying data in tables 51

Chapter 6 Organizing data with sections, breaks and sorts 67

Chapter 7 Displaying data in charts 85

Chapter 8 Filtering the values displayed in reports 105

Chapter 9 Report filter operators 107

Chapter 10 Formatting reports and report page layout 111

Chapter 11 Using standard calculations in reports 125

To insert or remove a calculation.............................................................127

Chapter 12 Working with documents 129

Appendix A More Information 141

How Web Intelligence performs business

How Web Intelligence performs business

Interacting with Web Intelligence reports

Viewing and printing Web Intelligence reports

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

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:

With On-Report Analysis you can:

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

Web Intelligence Java Report Panel

Web Intelligence Rich Client

Web Intelligence Rich Client is a locally installed Microsoft Windows

Web Intelligence HTML Report Panel

Web Intelligence InfoView options

Web Intelligence document creation and viewing

Document creation option Description

You create documents using the

The Java Report Panel is a com-

The Java Report Panel provides

You build queries using Query -

You build queries, edit reports and

You create reports using the HTML

Use Web (HTML) format when you

Use Interactive format when you

Use Interactive format if you are us-

Interactive format + Query HTML

You can also use Interactive format

Interactive view format is only avail-

View format Description

Use PDF mode when you want to view

To select the Web Intelligence query editor

1. Click the Preferences button on the InfoView toolbar.

To select the Web Intelligence view format

To select a default universe for new documents

1. Click Preferences on the Infoview toolbar.

Refresh option in Infoview

With SAP BusinessObjects XI 3.1 SP3 refresh of Web Intelligence documents

To refresh a text or excel file, set the RefreshOnServer registry to the

RefreshOnServer = NO or Disable to disable refresh on Server.

RefreshOnServer = YES or ENABLE to enable refresh on Server, by

RefreshOnServer = ALLOW_USE_WINDOWS_SHARE to enable refresh